Triglav Investments D.O.O. Raises Stock Position in Micron Technology, Inc. $MU

Triglav Investments D.O.O. grew its holdings in Micron Technology, Inc. (NASDAQ:MU) by 42.0% in the 1st quarter, HoldingsChannel reports. The firm owned 84,602 shares of the semiconductor manufacturer’s stock after purchasing an additional 25,043 shares during the quarter. Micron Technology makes up 2.0% of Triglav Investments D.O.O.’s holdings, making the stock its 14th biggest holding. Triglav Investments D.O.O.’s holdings in Micron Technology were worth $28,570,000 as of its most recent filing with the SEC.

Other institutional investors have also recently made changes to their positions in the company. Norges Bank acquired a new stake in Micron Technology during the 4th quarter worth approximately $6,433,456,000. AQR Capital Management LLC boosted its position in Micron Technology by 411.9% in the 3rd quarter. AQR Capital Management LLC now owns 3,627,022 shares of the semiconductor manufacturer’s stock valued at $606,873,000 after buying an additional 2,918,535 shares during the period. Arrowstreet Capital Limited Partnership grew its stake in shares of Micron Technology by 1,340.6% in the fourth quarter. Arrowstreet Capital Limited Partnership now owns 2,820,986 shares of the semiconductor manufacturer’s stock worth $805,148,000 after acquiring an additional 2,625,169 shares in the last quarter. Amundi increased its position in shares of Micron Technology by 65.0% during the fourth quarter. Amundi now owns 4,989,400 shares of the semiconductor manufacturer’s stock worth $1,424,025,000 after acquiring an additional 1,965,319 shares during the period. Finally, Vanguard Group Inc. increased its position in shares of Micron Technology by 1.9% during the fourth quarter. Vanguard Group Inc. now owns 106,608,094 shares of the semiconductor manufacturer’s stock worth $30,427,016,000 after acquiring an additional 1,954,644 shares during the period. Institutional investors and hedge funds own 80.84% of the company’s stock.

Insider Buying and Selling at Micron Technology

In other news, Director Lynn A. Dugle sold 1,300 shares of the firm’s stock in a transaction that occurred on Tuesday, June 30th. The shares were sold at an average price of $1,150.43, for a total transaction of $1,495,559.00. Following the transaction, the director directly owned 17,728 shares in the company, valued at approximately $20,394,823.04. This trade represents a 6.83% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, EVP April S. Arnzen sold 40,000 shares of Micron Technology stock in a transaction on Wednesday, July 1st. The shares were sold at an average price of $1,083.94, for a total transaction of $43,357,600.00. Following the completion of the transaction, the executive vice president directly owned 85,737 shares in the company, valued at $92,933,763.78. The trade was a 31.81% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 163,300 shares of company stock valued at $152,667,204. 0.24% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

Several analysts have recently issued reports on the company. The Goldman Sachs Group increased their price objective on Micron Technology from $900.00 to $1,100.00 and gave the company a “neutral” rating in a research note on Thursday, June 25th. Sanford C. Bernstein set a $1,300.00 price target on Micron Technology in a report on Monday, June 22nd. Weiss Ratings restated a “buy (b)” rating on shares of Micron Technology in a report on Tuesday, May 12th. Morgan Stanley increased their price target on Micron Technology from $1,050.00 to $1,200.00 and gave the company an “overweight” rating in a research report on Thursday, June 25th. Finally, Erste Group Bank raised Micron Technology from a “hold” rating to a “buy” rating in a research report on Thursday, June 25th. Five research analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and three have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, Micron Technology currently has an average rating of “Buy” and an average price target of $1,263.76.

More Micron Technology News

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

• Positive Sentiment: TD Cowen reiterated a Buy on Micron with a $1,600 price target, citing tight supply and strong demand for AI memory. Micron’s (MU) Tight Supply Drives This Five-Star Analyst’s $1,600 Outlook
• Positive Sentiment: Micron announced plans to invest up to $3 billion in the U.S. semiconductor supply chain, including a $500 million financing deal with GlobalWafers and a 10-year wafer supply agreement, which supports long-term manufacturing capacity and supply security. Micron boosts plans for investment in US to over $250B
• Positive Sentiment: Analysts and investors continue to highlight Micron’s blowout results, with strong revenue growth, margin expansion, and high-bandwidth memory demand reinforcing the long-term bull case. Micron Crushes Earnings: Is a Stock Split Next?
• Neutral Sentiment: Micron is also getting attention from traders because of heavy volume and broader volatility in the AI-memory complex, which suggests the stock may be consolidating after a strong move. Why Is Micron Stock Slipping Today, 7/10/26?
• Negative Sentiment: SK Hynix’s Nasdaq debut is giving investors another way to play AI memory, which may be pulling some money away from Micron and fueling valuation comparisons across the sector. Is SK Hynix stock a better pick to play AI memory market than Micron?
• Negative Sentiment: Some articles note that the recent AI sell-off is more about stretched expectations than fundamentals, implying investors are taking profits even in strong names like Micron. The AI Sell-Off That Isn’t About AI

Micron Technology Price Performance

Shares of NASDAQ:MU opened at $979.30 on Monday. Micron Technology, Inc. has a 12 month low of $103.38 and a 12 month high of $1,255.00. The company has a debt-to-equity ratio of 0.05, a current ratio of 3.42 and a quick ratio of 2.98. The firm has a market capitalization of $1.11 trillion, a P/E ratio of 22.17 and a beta of 2.14. The company’s fifty day moving average price is $923.27 and its 200 day moving average price is $580.30.

Micron Technology (NASDAQ:MU) last announced its earnings results on Wednesday, June 24th. The semiconductor manufacturer reported $25.11 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $21.39 by $3.72. The firm had revenue of $41.46 billion during the quarter, compared to analysts’ expectations of $35.91 billion. Micron Technology had a return on equity of 71.13% and a net margin of 55.91%.The business’s revenue was up 345.8% on a year-over-year basis. During the same period in the prior year, the firm earned $1.91 EPS. Micron Technology has set its Q4 2026 guidance at 30.000-32.000 EPS. As a group, sell-side analysts predict that Micron Technology, Inc. will post 72.94 earnings per share for the current fiscal year.

Micron Technology Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, July 21st. Stockholders of record on Monday, July 6th will be issued a $0.15 dividend. This represents a $0.60 annualized dividend and a dividend yield of 0.1%. The ex-dividend date of this dividend is Monday, July 6th. Micron Technology’s dividend payout ratio is presently 1.36%.

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.