Micron Technology, Inc. $MU Shares Purchased by Fjarde AP Fonden Fourth Swedish National Pension Fund

Fjarde AP Fonden Fourth Swedish National Pension Fund raised its holdings in Micron Technology, Inc. (NASDAQ:MU) by 2.2% in the third quarter, Holdings Channel.com reports. The fund owned 179,387 shares of the semiconductor manufacturer’s stock after buying an additional 3,847 shares during the quarter. Fjarde AP Fonden Fourth Swedish National Pension Fund’s holdings in Micron Technology were worth $30,015,000 at the end of the most recent reporting period.

Several other institutional investors also recently made changes to their positions in MU. Brighton Jones LLC boosted its holdings in Micron Technology by 18.3% during the fourth quarter. Brighton Jones LLC now owns 6,318 shares of the semiconductor manufacturer’s stock worth $532,000 after buying an additional 976 shares in the last quarter. Breakwater Capital Group acquired a new stake in shares of Micron Technology during the 2nd quarter valued at approximately $246,000. Aaron Wealth Advisors LLC lifted its position in shares of Micron Technology by 5.6% during the 2nd quarter. Aaron Wealth Advisors LLC now owns 7,850 shares of the semiconductor manufacturer’s stock valued at $968,000 after acquiring an additional 414 shares during the period. Sapient Capital LLC boosted its stake in shares of Micron Technology by 39.3% during the 2nd quarter. Sapient Capital LLC now owns 6,143 shares of the semiconductor manufacturer’s stock worth $757,000 after acquiring an additional 1,734 shares in the last quarter. Finally, Sivia Capital Partners LLC grew its holdings in shares of Micron Technology by 21.7% in the 2nd quarter. Sivia Capital Partners LLC now owns 3,528 shares of the semiconductor manufacturer’s stock worth $435,000 after acquiring an additional 628 shares during the period. 80.84% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity at Micron Technology

In other news, CFO Mark J. Murphy sold 126,000 shares of the firm’s stock in a transaction on Thursday, October 30th. The stock was sold at an average price of $225.31, for a total transaction of $28,389,060.00. Following the sale, the chief financial officer owned 219,693 shares in the company, valued at $49,499,029.83. This trade represents a 36.45% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CEO Sanjay Mehrotra sold 22,500 shares of the company’s stock in a transaction on Monday, October 27th. The shares were sold at an average price of $220.72, for a total value of $4,966,200.00. Following the completion of the transaction, the chief executive officer owned 446,578 shares of the company’s stock, valued at $98,568,696.16. The trade was a 4.80% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 318,800 shares of company stock worth $72,333,387. Company insiders own 0.24% of the company’s stock.

More Micron Technology News

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

• Positive Sentiment: RBC Capital initiated coverage with an “Outperform” rating and a $425 price target, signaling fresh institutional support that can drive demand from fund managers. RBC Capital initiates coverage
• Positive Sentiment: Multiple firms raised price targets this morning (Cantor Fitzgerald to $450, Wells Fargo to $410, Citi to $385), reinforcing a bullish consensus and suggesting upside to current estimates. (See Benzinga/TickerReport coverage for the individual notes.) Analyst price target raises
• Positive Sentiment: MarketBeat highlights Micron’s aggressive HBM (high-bandwidth memory) ramp and booked-out capacity into 2026–2027 — a fundamental driver of revenue and margin upside as AI data-center demand remains tight. Micron: Accelerating HBM Ramp Extends Growth Into 2027
• Positive Sentiment: Insider buying: Director Teyin M. Liu purchased 11,600 shares (~$3.9M) at ~ $337 — a strong signal of management confidence that tends to be viewed favorably by investors. SEC filing: insider purchase
• Neutral Sentiment: Sector commentary (Zacks, others) keeps Micron among top semiconductor/AI picks, supporting demand but also placing MU in a widely owned thematic trade — which can amplify volatility. 4 Stocks to Watch
• Negative Sentiment: Competition and rotation stories surface: some pieces argue NVIDIA (and other AI chip plays) could outpace Micron as the next big AI beneficiary, which can reallocate flows away from memory names. After Micron’s surge, this AI chip stock could be next
• Negative Sentiment: Risk discussion: analytical pieces (Forbes) remind investors that MU has historically experienced sharp drawdowns (30%+ moves) and outline scenarios that could trigger large pullbacks, underscoring elevated volatility despite strong fundamentals. What Can Cause A 30% Drop In Micron Stock?
• Negative Sentiment: Some investors/authors are taking profits after the rapid rerating, which can add selling pressure and short-term volatility even amid bullish analyst revisions. Why I’m taking profits

Analyst Upgrades and Downgrades

Several equities analysts recently issued reports on the company. New Street Research reaffirmed a “neutral” rating on shares of Micron Technology in a report on Tuesday, October 14th. Sanford C. Bernstein raised their price target on Micron Technology from $270.00 to $330.00 and gave the company an “outperform” rating in a research report on Friday, January 2nd. Cantor Fitzgerald lifted their price target on Micron Technology from $350.00 to $450.00 and gave the stock an “overweight” rating in a research note on Wednesday. TD Cowen increased their price objective on shares of Micron Technology from $275.00 to $300.00 and gave the company a “buy” rating in a research note on Thursday, December 18th. Finally, Citigroup raised their target price on shares of Micron Technology from $330.00 to $385.00 and gave the company a “buy” rating in a report on Thursday. Five investment 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. According to MarketBeat.com, Micron Technology has a consensus rating of “Buy” and an average target price of $320.62.

Micron Technology Price Performance

NASDAQ:MU opened at $336.63 on Friday. The firm has a market cap of $378.88 billion, a price-to-earnings ratio of 32.00, a price-to-earnings-growth ratio of 0.21 and a beta of 1.50. 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 company’s 50-day moving average is $265.40 and its two-hundred day moving average is $190.13. Micron Technology, Inc. has a 12-month low of $61.54 and a 12-month high of $351.23.

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

Micron Technology Dividend Announcement

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