Triglav Investments D.O.O. Buys 8,158 Shares of Micron Technology, Inc. $MU

Triglav Investments D.O.O. raised its stake in shares of Micron Technology, Inc. (NASDAQ:MU) by 24.8% during the 3rd quarter, HoldingsChannel.com reports. The firm owned 41,008 shares of the semiconductor manufacturer’s stock after acquiring an additional 8,158 shares during the quarter. Triglav Investments D.O.O.’s holdings in Micron Technology were worth $6,861,000 as of its most recent filing with the SEC.

A number of other large investors have also made changes to their positions in MU. Barnes Dennig Private Wealth Management LLC bought a new position in Micron Technology during the third quarter valued at about $27,000. Cullen Frost Bankers Inc. increased its position in shares of Micron Technology by 79.3% during the third quarter. Cullen Frost Bankers Inc. now owns 199 shares of the semiconductor manufacturer’s stock valued at $33,000 after purchasing an additional 88 shares during the period. First Command Advisory Services Inc. increased its position in shares of Micron Technology by 225.0% during the second quarter. First Command Advisory Services Inc. now owns 221 shares of the semiconductor manufacturer’s stock valued at $27,000 after purchasing an additional 153 shares during the period. Howard Hughes Medical Institute acquired a new position in shares of Micron Technology in the second quarter valued at $30,000. Finally, Physician Wealth Advisors Inc. lifted its position in Micron Technology by 248.0% in the third quarter. Physician Wealth Advisors Inc. now owns 261 shares of the semiconductor manufacturer’s stock worth $44,000 after purchasing an additional 186 shares during the period. Institutional investors and hedge funds own 80.84% of the company’s stock.

Trending Headlines about 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

Insider Buying and Selling

In other news, EVP Sumit Sadana sold 25,000 shares of the company’s stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $429.89, for a total transaction of $10,747,250.00. Following the transaction, the executive vice president directly owned 248,021 shares in the company, valued at approximately $106,621,747.69. This represents a 9.16% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP April S. Arnzen sold 15,000 shares of the firm’s stock in a transaction that occurred on Monday, December 22nd. The shares were sold at an average price of $277.09, for a total transaction of $4,156,350.00. Following the completion of the sale, the executive vice president directly owned 165,618 shares of the company’s stock, valued at approximately $45,891,091.62. This represents a 8.30% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders acquired 23,200 shares of company stock valued at $7,821,723 and sold 77,366 shares valued at $28,180,987. 0.24% of the stock is owned by corporate insiders.

Analysts Set New Price Targets

MU has been the topic of several analyst reports. Wells Fargo & Company boosted their price target 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. Sanford C. Bernstein lifted their target price on shares of Micron Technology from $270.00 to $330.00 and gave the company an “outperform” rating in a research report on Friday, January 2nd. Stifel Nicolaus increased their price target on shares of Micron Technology from $300.00 to $360.00 and gave the stock a “buy” rating in a research report on Tuesday, January 20th. HSBC raised their price target on shares of Micron Technology from $350.00 to $500.00 and gave the stock a “buy” rating in a research note on Friday, January 23rd. Finally, Wedbush set a $320.00 price objective on Micron Technology in a research note on Thursday, December 18th. Six equities research analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat, the company currently has a consensus rating of “Buy” and an average target price of $349.76.

Micron Technology Stock Performance

NASDAQ MU opened at $379.66 on Thursday. Micron Technology, Inc. has a 1-year low of $61.54 and a 1-year high of $455.50. The company has a 50 day moving average of $312.48 and a 200-day moving average of $217.98. 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 firm has a market cap of $427.31 billion, a price-to-earnings ratio of 36.09 and a beta of 1.52.

Micron Technology (NASDAQ:MU) last announced its earnings results on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 EPS for the quarter, topping the consensus estimate of $3.77 by $1.01. Micron Technology had a return on equity of 22.71% and a net margin of 28.15%.The business had revenue of $13.64 billion for the quarter, compared to the consensus estimate of $12.62 billion. During the same period in the previous year, the business earned $1.79 EPS. Micron Technology’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. On average, equities 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 announced a quarterly dividend, which was paid on Wednesday, January 14th. Stockholders of record on Monday, December 29th were issued a dividend of $0.115 per share. This represents a $0.46 annualized dividend and a dividend yield of 0.1%. The ex-dividend date was Monday, December 29th. Micron Technology’s dividend payout ratio is presently 4.37%.

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.