ABN Amro Investment Solutions Trims Stake in Micron Technology, Inc. $MU

ABN Amro Investment Solutions lowered its position in Micron Technology, Inc. (NASDAQ:MU) by 35.1% in the 3rd quarter, Holdings Channel reports. The fund owned 34,205 shares of the semiconductor manufacturer’s stock after selling 18,460 shares during the quarter. ABN Amro Investment Solutions’ holdings in Micron Technology were worth $5,723,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently made changes to their positions in MU. Brighton Jones LLC lifted its position in 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 buying an additional 976 shares during the period. Sivia Capital Partners LLC increased its stake in shares of Micron Technology by 21.7% in the 2nd 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 in the last quarter. RFG Advisory LLC increased its stake in shares of Micron Technology by 16.6% in the 2nd quarter. RFG Advisory LLC now owns 2,743 shares of the semiconductor manufacturer’s stock worth $338,000 after acquiring an additional 391 shares in the last quarter. Private Trust Co. NA lifted its position in Micron Technology by 23.2% during the 2nd quarter. Private Trust Co. NA now owns 6,065 shares of the semiconductor manufacturer’s stock valued at $747,000 after acquiring an additional 1,141 shares during the period. Finally, Stratos Wealth Partners LTD. boosted its stake in Micron Technology by 3.1% during the second quarter. Stratos Wealth Partners LTD. now owns 15,605 shares of the semiconductor manufacturer’s stock worth $1,923,000 after acquiring an additional 465 shares in the last quarter. Hedge funds and other institutional investors own 80.84% of the company’s stock.

Analyst Ratings Changes

A number of equities analysts have weighed in on the stock. Stifel Nicolaus raised their target price on shares of Micron Technology from $300.00 to $360.00 and gave the company a “buy” rating in a research note on Tuesday, January 20th. UBS Group upped their price target on Micron Technology from $300.00 to $400.00 and gave the stock a “buy” rating in a research note on Wednesday, January 7th. Raymond James Financial boosted their target price on Micron Technology from $190.00 to $310.00 and gave the stock an “outperform” rating in a report on Thursday, December 18th. Sanford C. Bernstein increased their target price on Micron Technology from $270.00 to $330.00 and gave the stock an “outperform” rating in a research note on Friday, January 2nd. Finally, Royal Bank Of Canada assumed coverage on Micron Technology in a report on Thursday, January 15th. They set an “outperform” rating and a $425.00 price target for the company. Six research analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Buy” and an average price target of $353.21.

Micron Technology Stock Down 0.6%

MU stock opened at $411.66 on Monday. The stock has a market capitalization of $463.33 billion, a P/E ratio of 39.13 and a beta of 1.51. 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, Inc. has a 1-year low of $61.54 and a 1-year high of $455.50. The business has a fifty day moving average price of $334.97 and a 200-day moving average price of $232.73.

Micron Technology (NASDAQ:MU) last released its quarterly earnings data on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 EPS for the quarter, beating 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 company had revenue of $13.64 billion for the quarter, compared to analysts’ expectations of $12.62 billion. During the same period last year, the firm posted $1.79 earnings per share. 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. Equities analysts forecast that Micron Technology, Inc. will post 6.08 earnings per share for the current fiscal year.

Micron Technology Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, January 14th. Stockholders of record on Monday, December 29th were paid a $0.115 dividend. The ex-dividend date was Monday, December 29th. This represents a $0.46 dividend on an annualized basis and a dividend yield of 0.1%. Micron Technology’s payout ratio is currently 4.37%.

Insider Activity

In related news, EVP Sumit Sadana sold 25,000 shares of the 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 owned 248,021 shares in the company, valued at $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 available at the SEC website. Also, EVP April S. Arnzen sold 15,000 shares of the firm’s stock in a transaction that occurred on Monday, December 22nd. The stock was 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 owned 165,618 shares in the company, valued at $45,891,091.62. This represents a 8.30% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders bought 23,200 shares of company stock valued at $7,821,723 and sold 73,623 shares valued at $27,307,408. Company insiders own 0.24% of the company’s stock.

More Micron Technology News

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

• Positive Sentiment: Analyst upgrades and bullish notes lifted investor enthusiasm; several upgrades and price-target raises prompted gap-ups and heavy buying earlier in the week. Micron Technology (NASDAQ:MU) Trading 9.9% Higher Following Analyst Upgrade
• Positive Sentiment: Management/CFO messaging that demand significantly outpaces supply — and that tightness could persist beyond 2026 — bolstered the bull case for DRAM/HBM pricing power and AI revenue visibility. Micron Technology Stock (MU) Opinions on CFO Supply-Demand Outlook
• Positive Sentiment: Company momentum tied to accelerated HBM4 and NAND updates — reports of faster HBM4 timelines and facility progress lifted expectations for near-term product competitiveness and AI revenue mix. Micron (MU) Stock Surges 10% on Accelerated HBM4 Chip Timeline
• Neutral Sentiment: Retail and social-media sentiment has flipped bullish (Reddit/X), amplifying momentum but increasing volatility risk as retail participation can accelerate both rallies and pullbacks. Micron Is Suddenly at the Center of AI Spending As Shares Keep Soaring
• Neutral Sentiment: “Is Micron the next Nvidia?” pieces and bull-case writeups drive narrative momentum but are largely speculative — useful for sentiment but not proof of sustainable fundamentals. 2 AI Stocks Soaring Over 400% That Could Be The Next NVIDIA
• Negative Sentiment: Samsung’s announcement that it’s mass-producing HBM4 raises competitive risk and prompts investors to re-evaluate Micron’s premium valuation and near-term share gains. Samsung Claims to Be First to Ship New Memory Chips. What It Means for Micron.
• Negative Sentiment: Valuation concerns and at least one downgrade/dissenting view argue Micron may be “priced to perfection,” increasing pullback risk if execution or end-market strength softens. Micron Is Priced To Perfection In A Non-Perfect Market (Downgrade)
• Negative Sentiment: Notable insider selling activity (multiple executive sales) is being watched by some investors as a potential caution, even as institutional holdings remain large and mixed. Micron Technology Stock (MU) Opinions on CFO Supply-Demand Outlook

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.