Quadrature Capital Ltd Purchases 84,644 Shares of Micron Technology, Inc. $MU

Quadrature Capital Ltd raised its position in Micron Technology, Inc. (NASDAQ:MU) by 12.2% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 778,302 shares of the semiconductor manufacturer’s stock after purchasing an additional 84,644 shares during the quarter. Micron Technology accounts for approximately 1.5% of Quadrature Capital Ltd’s holdings, making the stock its 16th biggest holding. Quadrature Capital Ltd owned approximately 0.07% of Micron Technology worth $130,257,000 at the end of the most recent quarter.

Several other institutional investors have also added to or reduced their stakes in MU. REAP Financial Group LLC bought a new position in shares of Micron Technology during the third quarter valued at approximately $25,000. Barnes Dennig Private Wealth Management LLC purchased a new stake in shares of Micron Technology in the third quarter worth approximately $27,000. Howard Hughes Medical Institute bought a new stake in shares of Micron Technology during the 2nd quarter worth approximately $30,000. Cullen Frost Bankers Inc. boosted its holdings in 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 during the period. Finally, WealthCollab LLC boosted its holdings in Micron Technology by 4,500.0% during the 2nd quarter. WealthCollab LLC now owns 276 shares of the semiconductor manufacturer’s stock valued at $34,000 after acquiring an additional 270 shares during the period. Institutional investors own 80.84% of the company’s stock.

Insiders Place Their Bets

In other news, EVP Sumit Sadana sold 25,000 shares of the stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $429.89, for a total transaction of $10,747,250.00. Following the transaction, the executive vice president directly owned 248,021 shares in the company, valued at approximately $106,621,747.69. This trade represents a 9.16% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CAO Scott R. Allen sold 2,000 shares of Micron Technology stock in a transaction that occurred on Tuesday, January 6th. The shares were sold at an average price of $337.50, for a total transaction of $675,000.00. Following the transaction, the chief accounting officer directly owned 38,237 shares in the company, valued at approximately $12,904,987.50. The trade was a 4.97% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders have purchased 23,200 shares of company stock worth $7,821,723 and have sold 73,623 shares worth $27,307,408. 0.24% of the stock is owned by company insiders.

Key Micron Technology News

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

• Positive Sentiment: Micron reported very strong fiscal results and margin expansion with AI-driven memory demand tightening supply, underpinning upside to profit and cash flow. Micron’s Next Chapter Starts After Q2
• Positive Sentiment: High-bandwidth memory (HBM) is effectively sold out for 2026, supporting pricing power and near-term revenue visibility for AI customers. HBM Sold Out For 2026
• Positive Sentiment: Multiple analyst upgrades and hefty price-target raises (including Wolfe Research and Susquehanna) have pushed sentiment higher and helped recent rallies. Wolfe Research Sets $500 Target
• Neutral Sentiment: An upcoming Q2 earnings report and changing institutional ownership ahead of the print are focal catalysts; results/guidance will likely drive the next leg of volatility. Who Owns MU Ahead of Q2
• Neutral Sentiment: Strategic partnerships across the supply chain (e.g., Applied Materials) reinforce Micron’s role in AI-memory buildouts but are long-term positives rather than immediate catalysts. Applied Materials Partnerships
• Negative Sentiment: After an enormous YTD gain, profit-taking and broader market weakness are pressuring the stock; several outlets note MU is pulling back more steeply than the market today. MU Falls More Steeply Than Broader Market
• Negative Sentiment: Valuation and “toppy” technical calls are prompting caution among some investors despite strong fundamentals — expect higher intraday volatility until earnings/guidance settle expectations. Why Micron Stock Is Sinking Today

Analysts Set New Price Targets

Several equities analysts have commented on the company. Stifel Nicolaus upped their price objective on Micron Technology from $360.00 to $550.00 and gave the company a “buy” rating in a research report on Monday, March 2nd. Itau BBA Securities reiterated an “outperform” rating on shares of Micron Technology in a research report on Thursday, December 18th. Deutsche Bank Aktiengesellschaft boosted their target price on shares of Micron Technology from $200.00 to $280.00 and gave the company a “buy” rating in a research note on Tuesday, December 9th. The Goldman Sachs Group reaffirmed a “neutral” rating and issued a $360.00 price target on shares of Micron Technology in a research note on Monday, March 2nd. Finally, Royal Bank Of Canada initiated coverage on shares of Micron Technology in a report on Thursday, January 15th. They set an “outperform” rating and a $425.00 price objective for the company. 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 company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Buy” and an average target price of $383.21.

Micron Technology Price Performance

Shares of MU stock opened at $405.35 on Friday. Micron Technology, Inc. has a twelve month low of $61.54 and a twelve month high of $455.50. The company has a current ratio of 2.46, a quick ratio of 1.78 and a debt-to-equity ratio of 0.19. The stock has a fifty day simple moving average of $389.13 and a two-hundred day simple moving average of $269.51. The stock has a market capitalization of $456.23 billion, a price-to-earnings ratio of 38.53 and a beta of 1.50.

Micron Technology (NASDAQ:MU) last announced its quarterly earnings results on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 EPS for the quarter, beating the consensus estimate of $3.77 by $1.01. The firm had revenue of $13.64 billion for the quarter, compared to analyst estimates of $12.62 billion. Micron Technology had a return on equity of 22.71% and a net margin of 28.15%.The business’s revenue for the quarter was up 56.7% on a year-over-year basis. During the same quarter last year, the firm posted $1.79 earnings per share. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. On average, analysts predict 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 given a dividend of $0.115 per share. The ex-dividend date of this dividend was Monday, December 29th. This represents a $0.46 dividend on an annualized basis and a yield of 0.1%. Micron Technology’s dividend payout ratio (DPR) is 4.37%.

Micron Technology 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.