ING Groep NV Buys 497,051 Shares of Micron Technology, Inc. $MU

ING Groep NV boosted its stake in Micron Technology, Inc. (NASDAQ:MU) by 356.4% in the 3rd quarter, Holdings Channel.com reports. The firm owned 636,516 shares of the semiconductor manufacturer’s stock after acquiring an additional 497,051 shares during the quarter. ING Groep NV’s holdings in Micron Technology were worth $106,502,000 at the end of the most recent reporting period.

Several other large investors have also recently bought and sold shares of the company. Orleans Capital Management Corp LA bought a new position in shares of Micron Technology in the second quarter worth $256,000. iA Global Asset Management Inc. increased its stake in Micron Technology by 18.7% in the third quarter. iA Global Asset Management Inc. now owns 146,890 shares of the semiconductor manufacturer’s stock valued at $24,578,000 after acquiring an additional 23,117 shares during the last quarter. Cary Street Partners Financial LLC raised its position in Micron Technology by 25.0% during the second quarter. Cary Street Partners Financial LLC now owns 26,132 shares of the semiconductor manufacturer’s stock valued at $3,221,000 after purchasing an additional 5,233 shares in the last quarter. Wealthspire Advisors LLC raised its stake in shares of Micron Technology by 27.8% during the second quarter. Wealthspire Advisors LLC now owns 14,754 shares of the semiconductor manufacturer’s stock worth $1,818,000 after acquiring an additional 3,208 shares in the last quarter. Finally, WealthBridge Capital Management LLC purchased a new stake in shares of Micron Technology during the second quarter valued at approximately $210,000. 80.84% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

Several research analysts recently commented on MU shares. Wells Fargo & Company lifted their target price on shares of Micron Technology from $335.00 to $410.00 and gave the stock an “overweight” rating in a research note on Thursday, January 15th. Bank of America raised their price objective 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. KeyCorp upped their target price on Micron Technology from $325.00 to $450.00 and gave the stock an “overweight” rating in a report on Tuesday, January 13th. Deutsche Bank Aktiengesellschaft increased their target price on Micron Technology from $200.00 to $280.00 and gave the stock a “buy” rating in a research report on Tuesday, December 9th. Finally, Wall Street Zen upgraded Micron Technology from a “buy” rating to a “strong-buy” rating in a research report on Sunday, November 23rd. Six investment 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. According to MarketBeat, the company currently has an average rating of “Buy” and an average price target of $349.76.

Key Headlines Impacting Micron Technology

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

• Positive Sentiment: Top TD Cowen analyst Krish Sankar raised a bull-side price target to $600, arguing prolonged DRAM market tightness could drive outsized upside for MU. MU Stock at $600 (Up 56%)? Top Analyst Cites Prolonged DRAM Market Tightness
• Positive Sentiment: UBS bumped its price target to $450, adding institutional support for higher targets and signaling continued analyst conviction behind Micron’s AI/DRAM positioning. UBS Raises Micron Technology (MU) Price Target to $450
• Positive Sentiment: Micron’s US$24 billion Singapore fab plan was highlighted as a major capacity and AI-memory growth catalyst that deepens its long-term AI memory story. Large-capex expansion supports revenue/market-share outlook. Micron’s US$24b Singapore Fab Deepens AI Memory Growth Story
• Positive Sentiment: Technical and momentum signals are bullish: a key trading signal around ~$370.40 coincided with intraday strength and attracted momentum traders. Micron Technology Shares Climb 3% Following Key Trading Signal
• Neutral Sentiment: Analyst commentary and coverage pieces (Zacks, Barrons, Motley Fool themes) emphasize Micron’s strong earnings growth, HBM demand, and AI exposure — factors that justify attention but also note valuation and cyclicality risks. Micron Is Quietly Outperforming NVIDIA – Don’t Ignore It
• Negative Sentiment: Competitive headwinds: Samsung announced mass production of next‑gen HBM4 chips and indicated shipments to Nvidia sooner than Micron’s planned rollout, raising near-term share and pricing risk for Micron’s HBM business. Samsung Stock Rises on Report of Next-Gen Chip Rollout. Why It Matters for Micron.
• Negative Sentiment: Market reactions to Samsung’s lead and Nvidia-related uncertainty have already pressured MU in recent sessions; some outlets flag short-term downside risk if Micron’s HBM4 timing or Nvidia content share disappoints. Micron stock falls after Samsung’s next-gen chip production news
• Negative Sentiment: Longer-term caution pieces ask whether Micron can avoid cyclical downturns after strong demand spikes — a reminder that high earnings and price momentum carry collapse risk if demand reverts. Can Micron Technology Stock Avoid a Future Collapse?

Insider Transactions at Micron Technology

In other Micron Technology news, Director Teyin M. Liu bought 11,600 shares of the firm’s stock in a transaction on Tuesday, January 13th. The stock was acquired at an average price of $337.07 per share, with a total value of $3,910,012.00. Following the transaction, the director owned 14,310 shares in the company, valued at $4,823,471.70. This represents a 428.04% increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which is accessible through this link. Also, EVP Manish H. Bhatia sold 26,623 shares of the company’s stock in a transaction dated Thursday, January 22nd. The shares were sold at an average price of $391.04, for a total transaction of $10,410,657.92. Following the transaction, the executive vice president owned 323,486 shares in the company, valued at $126,495,965.44. This represents a 7.60% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have bought 23,200 shares of company stock valued at $7,821,723 and have sold 73,623 shares valued at $27,307,408. Company insiders own 0.24% of the company’s stock.

Micron Technology Stock Down 2.7%

NASDAQ:MU opened at $373.05 on Wednesday. The company has a debt-to-equity ratio of 0.19, a quick ratio of 1.78 and a current ratio of 2.46. The firm has a market cap of $419.87 billion, a P/E ratio of 35.46 and a beta of 1.51. 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 simple moving average of $324.22 and a two-hundred day simple moving average of $226.41.

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

Micron Technology Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, January 14th. Shareholders of record on Monday, December 29th were issued a $0.115 dividend. The ex-dividend date of this dividend was Monday, December 29th. This represents a $0.46 dividend on an annualized basis and a dividend yield of 0.1%. Micron Technology’s dividend payout ratio (DPR) is presently 4.37%.

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.