iA Global Asset Management Inc. Grows Stake in Micron Technology, Inc. $MU

iA Global Asset Management Inc. lifted its stake in Micron Technology, Inc. (NASDAQ:MU) by 18.7% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 146,890 shares of the semiconductor manufacturer’s stock after buying an additional 23,117 shares during the period. iA Global Asset Management Inc.’s holdings in Micron Technology were worth $24,578,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently modified their holdings of the stock. Strs Ohio lifted its position in Micron Technology by 5.2% during the 3rd quarter. Strs Ohio now owns 575,695 shares of the semiconductor manufacturer’s stock worth $96,325,000 after acquiring an additional 28,374 shares in the last quarter. Atlas Legacy Advisors LLC purchased a new stake in shares of Micron Technology during the third quarter valued at approximately $226,000. FWG Holdings LLC raised its stake in shares of Micron Technology by 70.3% during the third quarter. FWG Holdings LLC now owns 3,406 shares of the semiconductor manufacturer’s stock valued at $570,000 after purchasing an additional 1,406 shares during the period. New Wave Wealth Advisors LLC lifted its position in shares of Micron Technology by 62.9% during the third quarter. New Wave Wealth Advisors LLC now owns 3,042 shares of the semiconductor manufacturer’s stock worth $509,000 after purchasing an additional 1,175 shares in the last quarter. Finally, Woodard & Co. Asset Management Group Inc. ADV boosted its stake in shares of Micron Technology by 5.8% in the third quarter. Woodard & Co. Asset Management Group Inc. ADV now owns 9,736 shares of the semiconductor manufacturer’s stock valued at $1,629,000 after purchasing an additional 532 shares during the period. Hedge funds and other institutional investors own 80.84% of the company’s stock.

Micron Technology Stock Up 2.2%

Shares of Micron Technology stock opened at $397.58 on Friday. The business has a 50-day moving average price of $278.66 and a 200 day moving average price of $198.93. Micron Technology, Inc. has a fifty-two week low of $61.54 and a fifty-two week high of $397.78. The firm has a market cap of $447.48 billion, a P/E ratio of 37.79 and a beta of 1.50. The company has a quick ratio of 1.78, a current ratio of 2.46 and a debt-to-equity ratio of 0.19.

Micron Technology (NASDAQ:MU) last released its 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 company had revenue of $13.64 billion for the quarter, compared to the consensus estimate of $12.62 billion. Micron Technology had a return on equity of 22.71% and a net margin of 28.15%.Micron Technology’s quarterly revenue was up 56.7% compared to the same quarter last year. During the same quarter last year, the business posted $1.79 EPS. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. On average, sell-side analysts forecast that Micron Technology, Inc. will post 6.08 earnings per share for the current fiscal year.

Micron Technology Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, January 14th. Shareholders of record on Monday, December 29th were issued a $0.115 dividend. 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 payout ratio is currently 4.37%.

Key Micron Technology News

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

• Positive Sentiment: Micron posted a blowout quarter with huge revenue and EPS beats and set Q2 guidance implying further acceleration in revenue, margins and EPS — a direct fundamental driver of the rally. Micron: This Party Is Just Getting Started
• Positive Sentiment: Wall Street is lifting targets and ratings (TD Cowen to $450, Stifel and others raising targets; William Blair added coverage with an “Outperform”), which supports buying interest and higher valuation multiples. Micron Technology (NASDAQ:MU) Hits New 12-Month High Following Analyst Upgrade
• Positive Sentiment: Analysts and commentaries call Micron a core AI-memory beneficiary — views that the AI buildout creates a multi‑year “supercycle” for DRAM/HBM demand are boosting conviction. Micron & NVIDIA: The Kings of AI Stocks
• Positive Sentiment: Micron’s $1.8B acquisition of a Taiwan fab and management comments about long lead times for memory supply reinforce expectations of sustained pricing power and capacity control. Why is Micron stock surging nearly 7% on Wednesday?
• Neutral Sentiment: CEO Sanjay Mehrotra highlighted persistent memory shortages and long lead times — this explains tight supply dynamics but also signals the need for continued capex and execution. Micron CEO Calls Memory ‘Key Enabler’ Of AI As It Tackles ‘Long Lead Time’ To Address Chip Shortage
• Neutral Sentiment: Momentum/coverage metrics (TipRanks, media citations, commentary from Jim Cramer) are drawing retail attention and higher volume; this can amplify moves but also increases sensitivity to news. Micron Trending With Analysts Amid AI Memory Supercycle
• Negative Sentiment: Not all voices are bullish — at least one detailed downgrade argues the cycle could be peaking and recommends selling, a reminder of valuation and cyclicality risks if demand slows. Micron: This Time Is Not Different, It’s Time To ‘Sell’ (Downgrade)
• Negative Sentiment: Short interest has risen recently, introducing the possibility of increased volatility and downside pressure if sentiment or fundamentals reverse. Micron Technology, Inc. (NASDAQ:MU) Sees Large Growth in Short Interest

Analysts Set New Price Targets

Several equities research analysts recently issued reports on MU shares. Piper Sandler lifted their price target on shares of Micron Technology from $275.00 to $400.00 and gave the stock an “overweight” rating in a research note on Wednesday, January 7th. TD Cowen raised their target price on Micron Technology from $300.00 to $450.00 and gave the company a “buy” rating in a research note on Tuesday. Barclays boosted their price target on Micron Technology from $275.00 to $450.00 and gave the stock an “overweight” rating in a research note on Friday, January 16th. Needham & Company LLC increased their price target on Micron Technology from $200.00 to $300.00 and gave the company a “buy” rating in a report on Tuesday, December 16th. Finally, Wedbush set a $320.00 price objective on Micron Technology in a research note on Thursday, December 18th. Four equities research analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Buy” and a consensus target price of $340.79.

Insider Activity

In other Micron Technology news, CAO Scott R. Allen sold 2,000 shares of the stock in a transaction 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 sale, the chief accounting officer directly owned 38,237 shares of the company’s stock, valued at approximately $12,904,987.50. This represents a 4.97% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Teyin M. Liu purchased 11,600 shares of the firm’s stock in a transaction dated Wednesday, January 14th. The stock was acquired at an average cost of $337.22 per share, with a total value of $3,911,752.00. Following the completion of the acquisition, the director directly owned 25,910 shares in the company, valued at approximately $8,737,370.20. This trade represents a 81.06% increase in their position. 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. 0.24% of the stock is owned by company insiders.

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.