Micron Technology, Inc. $MU Shares Sold by TD Asset Management Inc

TD Asset Management Inc decreased its holdings in shares of Micron Technology, Inc. (NASDAQ:MU) by 0.4% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 552,236 shares of the semiconductor manufacturer’s stock after selling 2,279 shares during the period. TD Asset Management Inc’s holdings in Micron Technology were worth $92,400,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Norges Bank acquired a new position in Micron Technology in the second quarter worth approximately $1,980,700,000. Slate Path Capital LP acquired a new position in shares of Micron Technology in the 2nd quarter worth $317,751,000. Vanguard Group Inc. grew its holdings in shares of Micron Technology by 1.9% in the 2nd quarter. Vanguard Group Inc. now owns 103,879,662 shares of the semiconductor manufacturer’s stock worth $12,803,168,000 after acquiring an additional 1,973,294 shares during the last quarter. State Street Corp raised its position in shares of Micron Technology by 2.7% during the second quarter. State Street Corp now owns 51,373,591 shares of the semiconductor manufacturer’s stock worth $6,331,795,000 after purchasing an additional 1,349,713 shares during the period. Finally, Orbis Allan Gray Ltd lifted its holdings in shares of Micron Technology by 50.2% during the second quarter. Orbis Allan Gray Ltd now owns 3,457,726 shares of the semiconductor manufacturer’s stock valued at $426,165,000 after purchasing an additional 1,156,086 shares during the last quarter. 80.84% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

A number of brokerages recently weighed in on MU. Raymond James Financial lifted their price target on Micron Technology from $190.00 to $310.00 and gave the stock an “outperform” rating in a research note on Thursday, December 18th. Needham & Company LLC lifted their target price on shares of Micron Technology from $380.00 to $450.00 and gave the stock a “buy” rating in a research report on Tuesday, February 17th. TD Cowen boosted their price target on shares of Micron Technology from $300.00 to $450.00 and gave the company a “buy” rating in a report on Tuesday, January 20th. Stifel Nicolaus upped their price target on shares of Micron Technology from $300.00 to $360.00 and gave the company a “buy” rating in a research report on Tuesday, January 20th. Finally, Wolfe Research lifted their price objective on shares of Micron Technology from $300.00 to $350.00 and gave the stock an “outperform” rating in a research report on Thursday, December 18th. Six analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and three have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Buy” and an average target price of $358.38.

Micron Technology Price Performance

MU opened at $429.00 on Thursday. The stock has a fifty day moving average price of $362.73 and a 200 day moving average price of $249.11. The company has a current ratio of 2.46, a quick ratio of 1.78 and a debt-to-equity ratio of 0.19. Micron Technology, Inc. has a 1 year low of $61.54 and a 1 year high of $455.50. The stock has a market cap of $482.84 billion, a price-to-earnings ratio of 40.78 and a beta of 1.52.

Micron Technology (NASDAQ:MU) last posted its quarterly earnings results on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 earnings per share for the quarter, topping analysts’ consensus estimates of $3.77 by $1.01. The company had revenue of $13.64 billion during the quarter, compared to the consensus estimate of $12.62 billion. Micron Technology had a return on equity of 22.71% and a net margin of 28.15%.The business’s quarterly revenue was up 56.7% on a year-over-year basis. During the same period last year, the business earned $1.79 EPS. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. Analysts forecast that Micron Technology, Inc. will post 6.08 EPS for the current fiscal year.

Micron Technology Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Wednesday, January 14th. Shareholders of record on Monday, December 29th were paid a $0.115 dividend. The ex-dividend date was Monday, December 29th. This represents a $0.46 dividend on an annualized basis and a yield of 0.1%. Micron Technology’s payout ratio is 4.37%.

More Micron Technology News

Here are the key news stories impacting Micron Technology this week:

• Positive Sentiment: Analyst comparison argues Micron is the superior AI memory pick thanks to booming HBM demand and tight supply that boosts pricing power and margins. This supports optimism for sustained revenue/margin gains. Micron vs. Oracle: One AI Stock Is a Clear Buy Right Now
• Positive Sentiment: Micron announced a massive U.S. buildout (~US$200B headline) to expand capacity for AI memory—moves that should secure long‑term share in HBM markets and underpin revenue growth as hyperscalers scale. Micron Ramps US$200b US Buildout As AI Demand Tests Valuation
• Positive Sentiment: Bullish market commentary and analyses (MarketBeat, Forbes, 247WallSt) highlight Micron’s momentum, HBM leadership, and room for further upside despite big YTD gains—driving investor FOMO into the AI memory trade. Forget Nvidia: Micron Is Up 330% in a Year and Still Looks Cheap
• Positive Sentiment: TD Cowen and other brokers have raised long‑run EPS/earnings scenarios (TD Cowen’s $60 EPS call cited), reinforcing a growth narrative and supporting higher analyst targets. What TD Cowen’s $60 EPS Call Means for Micron Technology (MU)
• Neutral Sentiment: Micron set its fiscal Q2 earnings date for March 18; that event is the next major catalyst and could produce volatility if guidance or demand commentary differs from bullish expectations. Micron Technology to Report Fiscal Second Quarter Results on March 18, 2026
• Neutral Sentiment: Market chatter includes stock‑split speculation and questions about whether to lock profits after large gains—these are sentiment drivers but not fundamental changes. Will Micron Technology Stock Split?
• Negative Sentiment: Several pieces note valuation is being tested—large capex and a rich multiple mean disappointment on guidance or slower HBM adoption could trigger a sharp pullback. Micron Ramps US$200b US Buildout As AI Demand Tests Valuation

Insider Transactions at Micron Technology

In other Micron Technology news, EVP Manish H. Bhatia sold 26,623 shares of the business’s stock in a transaction that occurred on Thursday, January 22nd. The shares were sold at an average price of $391.04, for a total value of $10,410,657.92. Following the completion of the sale, the executive vice president directly owned 323,486 shares of the company’s stock, valued at $126,495,965.44. The trade was a 7.60% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, CAO Scott R. Allen sold 2,000 shares of the stock in a transaction on Tuesday, January 6th. The stock was sold at an average price of $337.50, for a total transaction of $675,000.00. Following the transaction, the chief accounting officer owned 38,237 shares in the company, valued at approximately $12,904,987.50. This trade represents a 4.97% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders acquired 23,200 shares of company stock valued at $7,821,723 and sold 73,623 shares valued at $27,307,408. 0.24% of the stock is owned by insiders.

Micron Technology Company Profile

Micron Technology, Inc is a global semiconductor company that designs and manufactures memory and storage solutions. Its product portfolio includes dynamic random-access memory (DRAM), NAND flash memory, solid-state drives (SSDs), memory modules and embedded memory solutions for a wide range of computing and electronic devices. Micron supplies components used in data centers, enterprise and cloud infrastructure, client computing, mobile devices, automotive systems and industrial applications, and also markets consumer-facing products under the Crucial brand.

Founded in 1978 and headquartered in Boise, Idaho, Micron has grown into an international manufacturer with research, development and production facilities across multiple regions.