Boston Common Asset Management LLC Sells 29,538 Shares of Micron Technology, Inc. $MU

Boston Common Asset Management LLC lessened its holdings in Micron Technology, Inc. (NASDAQ:MU) by 41.6% during the third quarter, HoldingsChannel reports. The firm owned 41,435 shares of the semiconductor manufacturer’s stock after selling 29,538 shares during the quarter. Boston Common Asset Management LLC’s holdings in Micron Technology were worth $6,933,000 at the end of the most recent reporting period.

A number of other institutional investors also recently modified their holdings of the business. Barnes Dennig Private Wealth Management LLC acquired a new stake in Micron Technology in the third quarter valued at about $27,000. First Command Advisory Services Inc. lifted its holdings in shares of Micron Technology by 225.0% in the second quarter. First Command Advisory Services Inc. now owns 221 shares of the semiconductor manufacturer’s stock worth $27,000 after acquiring an additional 153 shares during the last quarter. Howard Hughes Medical Institute acquired a new stake in shares of Micron Technology in the 2nd quarter valued at approximately $30,000. AlphaQuest LLC boosted its stake in shares of Micron Technology by 13,250.0% in the 2nd quarter. AlphaQuest LLC now owns 267 shares of the semiconductor manufacturer’s stock valued at $33,000 after purchasing an additional 265 shares in the last quarter. Finally, American Capital Advisory LLC grew its holdings in shares of Micron Technology by 20.4% during the 3rd quarter. American Capital Advisory LLC now owns 272 shares of the semiconductor manufacturer’s stock valued at $46,000 after purchasing an additional 46 shares during the last quarter. Institutional investors and hedge funds own 80.84% of the company’s stock.

Insiders Place Their Bets

In other news, EVP Scott J. Deboer sold 82,000 shares of Micron Technology stock in a transaction dated Monday, October 27th. The stock was sold at an average price of $222.81, for a total value of $18,270,420.00. Following the completion of the transaction, the executive vice president directly owned 154,145 shares of the company’s stock, valued at approximately $34,345,047.45. This trade represents a 34.72% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Teyin M. Liu bought 11,600 shares of the business’s stock in a transaction that occurred on Wednesday, January 14th. The shares were acquired at an average price of $337.22 per share, for a total transaction of $3,911,752.00. Following the transaction, the director owned 25,910 shares in the company, valued at $8,737,370.20. This represents a 81.06% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Insiders have sold 287,500 shares of company stock valued at $65,892,908 over the last quarter. Company insiders own 0.24% of the company’s stock.

Micron Technology Price Performance

Micron Technology stock opened at $389.11 on Thursday. The stock’s 50 day moving average is $275.45 and its 200 day moving average is $197.54. Micron Technology, Inc. has a one year low of $61.54 and a one year high of $394.20. The firm has a market cap of $437.95 billion, a P/E ratio of 36.99 and a beta of 1.50. 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 released its 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. 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 revenue for the quarter was up 56.7% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $1.79 EPS. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. As a group, research analysts expect that Micron Technology, Inc. will post 6.08 EPS for the current year.

Micron Technology Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Wednesday, January 14th. Investors 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 yield of 0.1%. The ex-dividend date of this dividend was Monday, December 29th. Micron Technology’s dividend payout ratio (DPR) is currently 4.37%.

Micron Technology News Roundup

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

• Positive Sentiment: Wall Street price-target upgrades and buy ratings are piling in, reinforcing bullish momentum and institutional demand; analysts cited AI/cloud memory strength and margin leverage when raising targets. Stifel Raises Micron Price Target
• Positive Sentiment: Micron’s strategic acquisition of a Taiwan fabrication site (reported ~$1.8B) and executive comments that AI customers are buying through product lines have convinced investors the company can lock in pricing power and secure supply for years. Why MU Stock is Surging
• Positive Sentiment: Company commentary and coverage note “100% sell-through” of certain AI memory products to large cloud/AI customers and continued fab/megafab expansion (New York groundbreaking), supporting sustained revenue and margin upside. Megafab Groundbreaking & Taiwan Deal
• Neutral Sentiment: Shareholders approved leadership/governance changes at the annual meeting, reducing activism risk and clearing the path for management’s strategic plans. Shareholders Back Governance Changes
• Neutral Sentiment: Technical/order-flow signals (Power Inflow alerts) and heavy retail/institutional chatter have amplified intraday momentum — helpful for short-term traders but adds volatility risk. Trading Signal Coverage
• Negative Sentiment: Short interest has grown materially in recent reporting, which can amplify volatility on any negative headlines or profit-taking. Short Interest Rises
• Negative Sentiment: Insider selling has been heavy (many senior execs recorded sales over the past 6 months), a datapoint some investors view as a caution even amid strong institutional buying. Insider Trading & Institutional Flows

Analysts Set New Price Targets

Several equities analysts recently commented on MU shares. JPMorgan Chase & Co. increased their price objective on shares of Micron Technology from $220.00 to $350.00 and gave the company an “overweight” rating in a research note on Thursday, December 18th. Bank of America upped their price target on shares of Micron Technology from $300.00 to $400.00 and gave the stock a “buy” rating in a report on Tuesday, January 13th. BNP Paribas Exane raised Micron Technology from an “underperform” rating to an “outperform” rating and set a $270.00 price objective on the stock in a report on Monday, October 13th. Barclays boosted their price objective on Micron Technology from $275.00 to $450.00 and gave the stock an “overweight” rating in a research report on Friday, January 16th. Finally, Needham & Company LLC increased their target price on Micron Technology from $200.00 to $300.00 and gave the company a “buy” rating in a research report on Tuesday, December 16th. Four equities research analysts have rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat, Micron Technology has an average rating of “Buy” and a consensus price target of $340.79.

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.