Schroder Investment Management Group Grows Stock Position in Micron Technology, Inc. $MU

Schroder Investment Management Group raised its holdings in shares of Micron Technology, Inc. (NASDAQ:MU) by 8.2% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 636,718 shares of the semiconductor manufacturer’s stock after buying an additional 48,136 shares during the period. Schroder Investment Management Group owned about 0.06% of Micron Technology worth $106,536,000 at the end of the most recent reporting period.

Other hedge funds have also recently made changes to their positions in the company. REAP Financial Group LLC bought a new position in shares of Micron Technology during the 3rd quarter worth $25,000. Barnes Dennig Private Wealth Management LLC acquired a new stake in Micron Technology in the third quarter worth about $27,000. Cullen Frost Bankers Inc. grew its holdings in shares of Micron Technology by 79.3% during the third quarter. Cullen Frost Bankers Inc. now owns 199 shares of the semiconductor manufacturer’s stock valued at $33,000 after buying an additional 88 shares during the last quarter. Howard Hughes Medical Institute acquired a new position in shares of Micron Technology in the second quarter valued at about $30,000. Finally, Physician Wealth Advisors Inc. raised its position in Micron Technology by 248.0% during the 3rd quarter. Physician Wealth Advisors Inc. now owns 261 shares of the semiconductor manufacturer’s stock worth $44,000 after buying an additional 186 shares during the last quarter. 80.84% of the stock is currently owned by institutional investors.

Insider Buying and Selling at Micron Technology

In other news, EVP Manish H. Bhatia sold 26,623 shares of Micron Technology stock in a transaction dated 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 transaction, the executive vice president directly owned 323,486 shares of the company’s stock, valued at approximately $126,495,965.44. The trade was a 7.60% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, EVP April S. Arnzen sold 15,000 shares of the firm’s stock in a transaction on Monday, December 22nd. The shares were sold at an average price of $277.09, for a total value of $4,156,350.00. Following the completion of the sale, the executive vice president owned 165,618 shares in the company, valued at $45,891,091.62. The trade was a 8.30% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, 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 currently owned by company insiders.

Micron Technology Stock Up 5.1%

Shares of NASDAQ:MU opened at $389.32 on Tuesday. The company has a quick ratio of 1.78, a current ratio of 2.46 and a debt-to-equity ratio of 0.19. The firm’s 50-day simple moving average is $381.87 and its 200-day simple moving average is $265.50. Micron Technology, Inc. has a fifty-two week low of $61.54 and a fifty-two week high of $455.50. The company has a market cap of $438.18 billion, a price-to-earnings ratio of 37.01 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 earnings per share for the quarter, beating analysts’ consensus estimates of $3.77 by $1.01. Micron Technology had a return on equity of 22.71% and a net margin of 28.15%.The business had revenue of $13.64 billion during the quarter, compared to analysts’ expectations of $12.62 billion. During the same quarter last year, the business posted $1.79 earnings per share. The business’s revenue for the quarter was up 56.7% on a year-over-year basis. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. As a group, equities research analysts predict that Micron Technology, Inc. will post 6.08 earnings per share for the current year.

Micron Technology Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Wednesday, January 14th. Investors of record on Monday, December 29th were issued a dividend of $0.115 per share. This represents a $0.46 annualized dividend and a dividend yield of 0.1%. The ex-dividend date was Monday, December 29th. Micron Technology’s dividend payout ratio (DPR) is presently 4.37%.

Wall Street Analyst Weigh In

MU has been the subject of a number of recent analyst reports. Wedbush set a $320.00 price objective on shares of Micron Technology in a report on Thursday, December 18th. UBS Group increased their target price on shares of Micron Technology to $475.00 and gave the company a “buy” rating in a research report on Monday, March 2nd. Raymond James Financial upped their target price on Micron Technology from $190.00 to $310.00 and gave the company an “outperform” rating in a report on Thursday, December 18th. Rosenblatt Securities reaffirmed a “buy” rating and set a $500.00 target price on shares of Micron Technology in a research note on Tuesday, January 20th. Finally, Stifel Nicolaus increased their target price on Micron Technology from $360.00 to $550.00 and gave the stock a “buy” rating in a research note on Monday, March 2nd. Six analysts have rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat.com, Micron Technology presently has an average rating of “Buy” and a consensus price target of $381.14.

Trending Headlines about Micron Technology

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

• Positive Sentiment: Multiple analyst price-target raises and buy/positive ratings (Stifel, Susquehanna, Citi, UBS, Aletheia) are lifting sentiment and providing fresh upside estimates that support buying ahead of earnings. Server DDR5 Is A Promising Opportunity For Micron Technology, Inc. (MU), Says Stifel Aletheia Lifts PT on Micron to $650
• Positive Sentiment: Product and supply wins: Micron began shipping samples of a 256GB SOCAMM2 LPDRAM (co‑designed with NVIDIA) and opened a new India assembly/test facility — moves that strengthen its AI-memory roadmap and broaden manufacturing footprint. These developments underpin demand narrative and potential margin leverage. Micron’s AI Memory Milestone And India Expansion Raise Valuation Questions
• Positive Sentiment: Supply-tightness checks and locked HBM commitments are supporting pricing power; several pieces (UBS, Seeking Alpha previews) argue DRAM/HBM pricing and prepayments de‑risk near-term revenue and could drive another earnings beat/guidance lift. Micron Is Likely To Beat Earnings Again And Rise (Preview) UBS Sees Prolonged Supply Tightness Supporting Micron
• Neutral Sentiment: Index/ETF flows: Micron’s addition to the S&P 100 and large weightings in value/low‑vol ETFs (e.g., VLUE) can boost passive demand, but also concentrates exposure for funds — a mixed effect on short-term liquidity. Micron’s S&P 100 Debut Highlights Expanding Role In AI Memory Worried About Volatility? These 3 ETFs Have You Covered (MU)
• Negative Sentiment: Nvidia reportedly selected Samsung and SK Hynix for HBM4 supply — a potential competitive setback if Nvidia shifts more high‑end HBM demand away from Micron. That news tempers the otherwise bullish AI-memory narrative. Nvidia Selects HBM4 Memory Suppliers
• Negative Sentiment: Valuation and rotation risks: several commentaries warn Micron’s rally has been large and fast — some strategists flag vulnerability to a pullback or that parts of the market (including hot AI names) are overbought. These critique the upside and increase volatility risk around earnings. 2 AI Stocks to Sell Before They Fall (includes Micron) Micron Investors Just Got Terrible News From Nvidia

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.