Micron Technology, Inc. $MU Shares Sold by B. Metzler seel. Sohn & Co. AG

B. Metzler seel. Sohn & Co. AG decreased its position in Micron Technology, Inc. (NASDAQ:MU) by 9.6% in the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 78,378 shares of the semiconductor manufacturer’s stock after selling 8,288 shares during the period. B. Metzler seel. Sohn & Co. AG’s holdings in Micron Technology were worth $13,114,000 at the end of the most recent quarter.

A number of other large investors have also modified their holdings of the company. Vinva Investment Management Ltd boosted its stake in shares of Micron Technology by 37.6% during the 3rd quarter. Vinva Investment Management Ltd now owns 105,795 shares of the semiconductor manufacturer’s stock worth $17,340,000 after acquiring an additional 28,923 shares in the last quarter. Parallel Advisors LLC raised its holdings in Micron Technology by 2.1% in the 3rd quarter. Parallel Advisors LLC now owns 13,859 shares of the semiconductor manufacturer’s stock worth $2,319,000 after purchasing an additional 279 shares during the period. Meiji Yasuda Life Insurance Co boosted its position in Micron Technology by 19.6% during the third quarter. Meiji Yasuda Life Insurance Co now owns 12,406 shares of the semiconductor manufacturer’s stock worth $2,076,000 after purchasing an additional 2,032 shares in the last quarter. Meiji Yasuda Asset Management Co Ltd. grew its holdings in Micron Technology by 14.2% in the third quarter. Meiji Yasuda Asset Management Co Ltd. now owns 6,992 shares of the semiconductor manufacturer’s stock valued at $1,170,000 after purchasing an additional 867 shares during the period. Finally, Marvin & Palmer Associates Inc. acquired a new stake in Micron Technology in the third quarter valued at approximately $3,046,000. Institutional investors and hedge funds own 80.84% of the company’s stock.

Analysts Set New Price Targets

MU has been the subject of several research analyst reports. Mizuho upped their target price on Micron Technology from $390.00 to $480.00 and gave the stock an “outperform” rating in a research note on Tuesday, January 27th. Phillip Securities raised shares of Micron Technology to a “strong-buy” rating in a research note on Monday, February 2nd. Piper Sandler boosted their price target on shares of Micron Technology from $275.00 to $400.00 and gave the stock an “overweight” rating in a report on Wednesday, January 7th. Citigroup upped their price objective on shares of Micron Technology from $330.00 to $385.00 and gave the stock a “buy” rating in a research report on Thursday, January 15th. Finally, Rosenblatt Securities reiterated a “buy” rating and issued a $500.00 target price on shares of Micron Technology in a research report on Tuesday, January 20th. Six analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and three have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Buy” and a consensus target price of $371.83.

Micron Technology Price Performance

Micron Technology stock opened at $370.30 on Friday. The company has a fifty day simple moving average of $379.98 and a 200-day simple moving average of $262.55. The firm has a market capitalization of $416.78 billion, a price-to-earnings ratio of 35.20 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, Inc. has a 52-week low of $61.54 and a 52-week high of $455.50.

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

Micron Technology Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Wednesday, January 14th. Shareholders of record on Monday, December 29th were paid 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 dividend payout ratio (DPR) is 4.37%.

Micron Technology News Roundup

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

• Positive Sentiment: Micron began shipping customer samples of its 256GB SOCAMM2 LPDDR5X AI server memory module — its highest‑capacity, power‑efficient AI DRAM — which should support higher ASPs and stronger AI‑server content per box. How Micron’s New 256GB AI Server Memory and India Ramp-Up Will Impact Micron Technology (MU) Investors
• Positive Sentiment: Micron opened and is ramping an advanced assembly & test facility in Sanand, India, expanding global manufacturing footprint to meet AI memory demand and diversify supply chains. Micron Technology, Inc. (MU) Announces the Grand Opening of its Semiconductor Assembly and Test Facility in Sanand, Gujarat, India
• Positive Sentiment: Analysts and research pieces highlight Micron’s AI memory “moat”: HBM tightness, sold‑out 2026 HBM capacity, and guidance that implies very strong margins — supporting upside to earnings expectations. Micron’s New Moat: The AI Memory Supercycle
• Positive Sentiment: Earnings‑estimate revisions and momentum scores are improving, with multiple outlets flagging MU as a long‑term/momentum buy given AI demand and recent beat-and-raise results. This supports medium-term bullish case. Earnings Estimates Rising for Micron (MU): Will It Gain?
• Neutral Sentiment: Technical and trading commentary notes MU approaching its 50‑day moving average and offering potential buy points on a rebound; useful for traders but not a fundamental driver. Micron’s Setup Sweetens Despite The Current Market Meltdown
• Neutral Sentiment: Mentions in ETF and options strategy pieces (e.g., VLUE holding, short‑put yield ideas) increase investor attention and liquidity but are sideways with respect to immediate fundamentals. Worried About Volatility? These 3 ETFs Have You Covered
• Negative Sentiment: Today’s decline is driven largely by weakness in South Korean memory peers (Samsung, SK Hynix) and a sectorwide selloff; contagion from those losses pressures MU despite company‑specific positives. Micron stock falls as weakness hits global memory sector
• Negative Sentiment: Broader risk‑off drivers — geopolitical tensions (Iran conflict) and macro data/events (investors awaiting February jobs report) — are depressing tech and cyclical names, adding downward pressure on MU. What Is Going On With Micron Tech Stock In Friday Premarket?

Insider Buying and Selling at Micron Technology

In related news, Director Teyin M. Liu purchased 11,600 shares of the company’s stock in a transaction dated Tuesday, January 13th. The stock was acquired at an average cost of $337.07 per share, for a total transaction of $3,910,012.00. Following the completion of the transaction, the director directly owned 14,310 shares of the company’s stock, valued at approximately $4,823,471.70. This trade represents a 428.04% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link. Also, EVP April S. Arnzen sold 15,000 shares of the stock in a transaction that occurred on Monday, December 22nd. The shares were sold at an average price of $277.09, for a total value 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. The SEC filing for this sale provides additional information. Over the last quarter, insiders acquired 23,200 shares of company stock worth $7,821,723 and sold 73,623 shares worth $27,307,408. 0.24% of the stock is currently owned by company insiders.

Micron Technology 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.