Micron Technology, Inc. $MU Shares Sold by SBI Securities Co. Ltd.

SBI Securities Co. Ltd. lessened its stake in shares of Micron Technology, Inc. (NASDAQ:MU) by 18.4% in the 3rd quarter, Holdings Channel reports. The firm owned 42,772 shares of the semiconductor manufacturer’s stock after selling 9,630 shares during the period. SBI Securities Co. Ltd.’s holdings in Micron Technology were worth $7,157,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Brighton Jones LLC raised its holdings in shares of Micron Technology by 18.3% during the fourth quarter. Brighton Jones LLC now owns 6,318 shares of the semiconductor manufacturer’s stock valued at $532,000 after acquiring an additional 976 shares during the last quarter. Sivia Capital Partners LLC boosted its stake in shares of Micron Technology by 21.7% in the second 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 last quarter. Ameritas Advisory Services LLC purchased a new stake in shares of Micron Technology during the second quarter worth approximately $235,000. Tcfg Wealth Management LLC acquired a new position in Micron Technology in the 2nd quarter valued at $208,000. Finally, Citizens National Bank Trust Department lifted its holdings in Micron Technology by 9.8% in the 2nd quarter. Citizens National Bank Trust Department now owns 15,595 shares of the semiconductor manufacturer’s stock valued at $1,922,000 after purchasing an additional 1,393 shares in the last quarter. 80.84% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In related news, EVP Sumit Sadana sold 25,000 shares of Micron Technology stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $429.89, for a total value of $10,747,250.00. Following the completion of the transaction, the executive vice president owned 248,021 shares in the company, valued at approximately $106,621,747.69. The trade was a 9.16% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Steven J. Gomo sold 5,000 shares of the company’s stock in a transaction on Friday, December 19th. The stock was sold at an average price of $263.63, for a total value of $1,318,150.00. Following the sale, the director directly owned 19,139 shares in the company, valued at $5,045,614.57. This represents a 20.71% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders acquired 23,200 shares of company stock worth $7,821,723 and sold 77,366 shares worth $28,180,987. 0.24% of the stock is owned by insiders.

Wall Street Analyst Weigh In

MU has been the subject of a number of research reports. Itau BBA Securities reaffirmed an “outperform” rating on shares of Micron Technology in a report on Thursday, December 18th. Wells Fargo & Company increased their price objective on shares of Micron Technology from $335.00 to $410.00 and gave the company an “overweight” rating in a report on Thursday, January 15th. TD Cowen raised their target price on shares of Micron Technology from $300.00 to $450.00 and gave the stock a “buy” rating in a research note on Tuesday, January 20th. Wolfe Research boosted their target price on Micron Technology from $300.00 to $350.00 and gave the stock an “outperform” rating in a report on Thursday, December 18th. Finally, BNP Paribas Exane raised Micron Technology from an “underperform” rating to an “outperform” rating and set a $270.00 price target for the company in a report on Monday, October 13th. Six research analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat, the company currently has an average rating of “Buy” and an average price target of $349.76.

Micron Technology Stock Down 9.5%

Micron Technology stock opened at $379.66 on Thursday. The company has a market capitalization of $427.31 billion, a PE ratio of 36.09 and a beta of 1.52. The company has a debt-to-equity ratio of 0.19, a quick ratio of 1.78 and a current ratio of 2.46. Micron Technology, Inc. has a fifty-two week low of $61.54 and a fifty-two week high of $455.50. The firm has a 50 day moving average price of $312.48 and a 200 day moving average price of $217.98.

Micron Technology (NASDAQ:MU) last released 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. Micron Technology had a return on equity of 22.71% and a net margin of 28.15%.The company had revenue of $13.64 billion for the quarter, compared to analysts’ expectations of $12.62 billion. During the same period in the prior year, the firm earned $1.79 earnings per share. The firm’s revenue was up 56.7% compared to the same quarter last year. 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 earnings per share for the current year.

Micron Technology Dividend Announcement

The company 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 dividend on an annualized basis and a yield of 0.1%. The ex-dividend date was Monday, December 29th. Micron Technology’s dividend payout ratio (DPR) is 4.37%.

Key Headlines Impacting Micron Technology

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

• Positive Sentiment: Mizuho raised its price target to $480 and kept an Outperform rating, reinforcing bullish expectations around memory demand and Micron’s positioning in AI/dram/HBM markets. Mizuho Lifts Micron Technology, Inc. (MU)’s Price Target To $480
• Positive Sentiment: Phillip Securities set a $500 price target and issued a strong‑buy view citing strong HBM (high‑bandwidth memory) demand — a bullish signal for multi‑year upside tied to AI infrastructure spending. Micron (MU) Stock: Phillip Securities Sets $500 Price Target on HBM Demand
• Positive Sentiment: Micron announced a $24 billion Singapore NAND “megafab” project, signaling long‑term capacity build for NAND demand (supports revenue growth but increases near‑term capex expectations). Micron Technology (MU) Is Up 6.7% After Launching $24 Billion Singapore NAND Megafab Project
• Neutral Sentiment: Several valuation and bull‑case pieces review whether AI tailwinds and recent gains are already priced in — useful for investors reassessing entry points but not immediate catalysts. Micron Technology (MU) Valuation Check As Strong Multi Year Returns Meet AI Supercycle Expectations
• Neutral Sentiment: Analysis pieces argue Micron’s AI memory tailwinds are strong but warn some of those positives may already be reflected in the stock — weigh conviction versus stretched multiples. Micron: Tailwinds Priced In
• Negative Sentiment: Profit‑taking and unusual options activity pushed the stock lower after a sharp rally; commentators point to classic post‑run pullback dynamics and investor caution on very large capex commitments. Micron stock sinks after big rally: why profit-taking is hitting now
• Negative Sentiment: EVP Sumit Sadana sold 25,000 shares (~$10.7M at ~$429.89), reducing his stake ~9.2% — an insider sale that can stoke short‑term investor concern about near‑term sentiment. SEC Filing: Insider Sale

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.