Micron Technology, Inc. $MU Stock Holdings Raised by Union Bancaire Privee UBP SA

Union Bancaire Privee UBP SA grew its stake in Micron Technology, Inc. (NASDAQ:MU) by 3,502.8% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 140,510 shares of the semiconductor manufacturer’s stock after purchasing an additional 136,610 shares during the quarter. Union Bancaire Privee UBP SA’s holdings in Micron Technology were worth $40,107,000 as of its most recent filing with the SEC.

Other large investors have also modified their holdings of the company. REAP Financial Group LLC bought a new stake in Micron Technology in the third quarter valued at about $25,000. Barnes Dennig Private Wealth Management LLC acquired a new position in shares of Micron Technology in the 3rd quarter worth approximately $27,000. Howard Hughes Medical Institute bought a new stake in shares of Micron Technology in the 2nd quarter valued at approximately $30,000. Cullen Frost Bankers Inc. raised its position in shares of Micron Technology by 79.3% during the 3rd quarter. Cullen Frost Bankers Inc. now owns 199 shares of the semiconductor manufacturer’s stock valued at $33,000 after acquiring an additional 88 shares in the last quarter. Finally, WealthCollab LLC boosted its holdings in Micron Technology by 4,500.0% in the second quarter. WealthCollab LLC now owns 276 shares of the semiconductor manufacturer’s stock worth $34,000 after purchasing an additional 270 shares during the period. Institutional investors own 80.84% of the company’s stock.

Micron Technology Stock Down 3.8%

Shares of Micron Technology stock opened at $444.27 on Friday. Micron Technology, Inc. has a 1-year low of $61.54 and a 1-year high of $471.34. The company has a market capitalization of $500.03 billion, a P/E ratio of 20.98 and a beta of 1.50. The business’s fifty day moving average price is $401.09 and its two-hundred day moving average price is $280.93. The company has a debt-to-equity ratio of 0.19, a current ratio of 2.46 and a quick ratio of 1.78.

Micron Technology (NASDAQ:MU) last issued its quarterly earnings data on Wednesday, March 18th. The semiconductor manufacturer reported $12.20 earnings per share for the quarter, beating analysts’ consensus estimates of $8.50 by $3.70. The business had revenue of $23.86 billion for the quarter, compared to analysts’ expectations of $18.90 billion. Micron Technology had a net margin of 41.49% and a return on equity of 44.53%. The company’s revenue was up 196.3% on a year-over-year basis. During the same period in the previous year, the business earned $1.56 earnings per share. As a group, research analysts forecast that Micron Technology, Inc. will post 6.08 EPS for the current year.

Micron Technology Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 15th. Investors of record on Monday, March 30th will be paid a dividend of $0.15 per share. This is a boost from Micron Technology’s previous quarterly dividend of $0.12. This represents a $0.60 dividend on an annualized basis and a dividend yield of 0.1%. The ex-dividend date is Monday, March 30th. Micron Technology’s dividend payout ratio (DPR) is 2.17%.

Analysts Set New Price Targets

A number of analysts have weighed in on the stock. Phillip Securities raised shares of Micron Technology to a “strong-buy” rating in a report on Monday, February 2nd. HSBC raised their target price on shares of Micron Technology from $350.00 to $500.00 and gave the stock a “buy” rating in a report on Friday, January 23rd. Barclays increased their price target on Micron Technology from $450.00 to $675.00 and gave the stock an “overweight” rating in a research report on Thursday. Rosenblatt Securities restated a “buy” rating and set a $500.00 price objective on shares of Micron Technology in a research report on Monday. Finally, William Blair began coverage on Micron Technology in a research report on Thursday, January 22nd. They issued an “outperform” rating on the stock. Five investment analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and four have given a Hold rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Buy” and a consensus price target of $453.55.

Insider Transactions at Micron Technology

In other Micron Technology news, 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 completion of the transaction, the chief accounting officer directly owned 38,237 shares of the company’s stock, valued at approximately $12,904,987.50. This trade represents a 4.97% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, EVP Manish H. Bhatia sold 26,623 shares of Micron Technology stock in a transaction 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 transaction, the executive vice president owned 323,486 shares in the company, valued at approximately $126,495,965.44. This trade represents a 7.60% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders acquired 23,200 shares of company stock valued at $7,821,723 and sold 68,623 shares valued at $25,989,258. 0.24% of the stock is currently owned by company insiders.

Key Stories Impacting Micron Technology

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

• Positive Sentiment: Q2 blowout — Micron reported revenue of $23.86B (up ~196% YoY) and EPS of $12.20, far exceeding Street estimates; management gave very strong Q3 guidance that underpins the AI memory thesis. Micron’s Mic-Drop Quarter
• Positive Sentiment: Wall Street upgrades — Multiple firms raised price targets and ratings after earnings (examples include large increases across Barclays, UBS, Mizuho, BofA, Goldman/JPMorgan coverage), signaling strong analyst confidence in multi‑year AI-driven demand. Micron Stock Forecast Soars
• Positive Sentiment: Product/production progress — Micron says it has started volume shipments of HBM4 36GB 12H, supporting its leadership in high‑margin AI memory. HBM4 Volume Shipment Announcement
• Neutral Sentiment: Dividend increase — Management raised the quarterly dividend ~30%, a sign of cash generation but not a material driver for growth investors focused on AI tailwinds. Dividend Hike
• Neutral Sentiment: Buy‑the‑dip thesis voiced — Several bullish commentators/analysts view any pullback after the blowout as a buying opportunity given long‑term structural tightness in HBM/DRAM. Buying Opportunity View
• Negative Sentiment: CapEx and spending fears — Management warned capex will step up “meaningfully” to expand capacity, which spooked investors worried higher spending could pressure near‑term margins and free cash flow. Spending Plans Eclipse Earnings
• Negative Sentiment: Sell‑the‑news and profit taking — After the extraordinary run (hundreds of % YTD), some investors trimmed positions despite the beat; that dynamic contributed to the post‑earnings pullback. Why MU Stock Is Down Today
• Negative Sentiment: Bearish/skeptic views — A few analysts warn the memory cycle is cyclical, competition in HBM could intensify, and margins/pricing may peak, creating downside risk if supply loosens. Entering The Danger Zone (Bearish)
• Negative Sentiment: Macro/geopolitical noise — Broader market weakness (oil spike, regional tensions such as the Qatar energy attack) amplified risk‑off flows that pressured high‑beta/commodity‑sensitive stocks, including MU. Market Reaction to Oil Spike

About Micron Technology

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.