BDF Gestion Takes Position in Micron Technology, Inc. $MU

BDF Gestion bought a new stake in shares of Micron Technology, Inc. (NASDAQ:MU) during the 4th quarter, HoldingsChannel.com reports. The fund bought 21,857 shares of the semiconductor manufacturer’s stock, valued at approximately $6,238,000. Micron Technology accounts for about 0.8% of BDF Gestion’s holdings, making the stock its 22nd biggest position.

Other large investors also recently added to or reduced their stakes in the company. Vanguard Group Inc. boosted its position in Micron Technology by 0.7% during the third quarter. Vanguard Group Inc. now owns 104,653,450 shares of the semiconductor manufacturer’s stock valued at $17,510,615,000 after buying an additional 773,788 shares during the period. State Street Corp increased its holdings in shares of Micron Technology by 0.6% in the third quarter. State Street Corp now owns 51,659,173 shares of the semiconductor manufacturer’s stock worth $8,643,613,000 after buying an additional 285,582 shares during the period. Capital International Investors lifted its stake in shares of Micron Technology by 0.7% in the 3rd quarter. Capital International Investors now owns 23,372,821 shares of the semiconductor manufacturer’s stock valued at $3,910,198,000 after acquiring an additional 155,860 shares during the last quarter. Norges Bank bought a new stake in shares of Micron Technology in the 2nd quarter valued at about $1,980,700,000. Finally, Invesco Ltd. boosted its holdings in Micron Technology by 8.0% during the 3rd quarter. Invesco Ltd. now owns 9,622,166 shares of the semiconductor manufacturer’s stock valued at $1,609,981,000 after acquiring an additional 708,716 shares during the period. Hedge funds and other institutional investors own 80.84% of the company’s stock.

Insider Activity at Micron Technology

In related news, Director Teyin M. Liu bought 7,820 shares of the business’s stock in a transaction dated Wednesday, January 14th. The shares were purchased at an average price of $337.50 per share, with a total value of $2,639,250.00. Following the purchase, the director owned 25,910 shares of the company’s stock, valued at approximately $8,744,625. This trade represents a 43.23% increase in their position. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CAO Scott R. Allen sold 2,000 shares of the business’s stock in a transaction dated Tuesday, January 6th. The shares were sold at an average price of $337.50, for a total transaction of $675,000.00. Following the transaction, the chief accounting officer owned 38,237 shares in the company, valued at $12,904,987.50. This represents a 4.97% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders bought 23,200 shares of company stock valued at $7,821,723 and sold 53,623 shares valued at $21,832,908. 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: Blowout Q2 results and bullish guidance — Micron reported record revenue ($23.86B) and a huge EPS beat, and management issued very strong forward guidance that highlights AI/HBM demand and tight supply as drivers of continued margin expansion. Micron: Buy The Latest Blowout
• Positive Sentiment: Dividend hike tied to surging free cash flow — Coverage highlights a meaningful dividend increase (article cites a large raise) reflecting FCF strength, which strengthens the shareholder‑return story and supports valuation upside. Micron Technology Hikes Its Dividend 30% Due to Surging FCF
• Positive Sentiment: Analysts raising targets and reiterating buys — Multiple firms have lifted price targets and maintained buy ratings after the quarter, pushing model forecasts materially higher and supporting longer‑term upside. Micron Technology: Buy Rating Backed by Surging Profitability
• Neutral Sentiment: AI/data‑center runway remains the dominant macro theme — broader market pieces and sector analysis point to sustained AI infrastructure spending, which benefits Micron but also tightens expectations for future quarters. What to Expect From the Q1 Earnings Season: AI Strength
• Neutral Sentiment: Positive growth narratives and buy‑the‑dip sentiment are lifting interest in MU, but these are market‑wide themes rather than company‑specific catalysts. Here is Why Growth Investors Should Buy Micron (MU) Now
• Negative Sentiment: “Sell‑the‑news” and profit‑taking after the beat — despite the blowout numbers, the stock has seen a sharp intraday pullback as traders lock in gains after a massive multi‑quarter run; high expectations pushed valuations and opened the door for a correction. Micron Drops 4% Despite Strong Earnings: Is This a Buying Opportunity?
• Negative Sentiment: Analyst caution and bearish commentary — a subset of analysts and commentators are pointing to warning signs (sustainability of pricing, cyclicality, execution risks) that could cap the rally if supply or end‑market demand shifts. The Troubling Signs Coming Into Focus For Micron Investors
• Negative Sentiment: Elevated insider sales flagged by data aggregators — recent filings show significant insider selling activity, which some investors interpret as a near‑term negative signal despite firm fundamentals. Micron Technology Stock (MU) Opinions on Q2 Earnings Report

Micron Technology Price Performance

Shares of MU stock opened at $404.35 on Tuesday. The company has a debt-to-equity ratio of 0.13, a quick ratio of 2.32 and a current ratio of 2.90. Micron Technology, Inc. has a fifty-two week low of $61.54 and a fifty-two week high of $471.34. The firm has a market cap of $456.00 billion, a P/E ratio of 19.09 and a beta of 1.50. The business’s 50 day moving average price is $403.81 and its 200-day moving average price is $287.33.

Micron Technology (NASDAQ:MU) last announced its earnings results on Wednesday, March 18th. The semiconductor manufacturer reported $12.20 EPS for the quarter, beating analysts’ consensus estimates of $8.50 by $3.70. Micron Technology had a return on equity of 41.16% and a net margin of 41.49%.The company had revenue of $23.86 billion during the quarter, compared to the consensus estimate of $18.90 billion. During the same quarter in the prior year, the company earned $1.56 earnings per share. The firm’s revenue for the quarter was up 196.3% on a year-over-year basis. On average, equities research analysts anticipate that Micron Technology, Inc. will post 6.08 earnings per share for the current year.

Micron Technology Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 15th. Shareholders of record on Monday, March 30th will be issued a $0.15 dividend. This is a boost from Micron Technology’s previous quarterly dividend of $0.12. The ex-dividend date is Monday, March 30th. This represents a $0.60 annualized dividend and a yield of 0.1%. Micron Technology’s dividend payout ratio (DPR) is currently 2.17%.

Analyst Upgrades and Downgrades

Several research firms recently issued reports on MU. Barclays raised their price target on Micron Technology from $450.00 to $675.00 and gave the stock an “overweight” rating in a research report on Thursday, March 19th. Susquehanna increased their price objective on Micron Technology from $345.00 to $525.00 and gave the company a “positive” rating in a research note on Monday, March 9th. Citigroup raised their target price on shares of Micron Technology from $430.00 to $510.00 and gave the stock a “buy” rating in a report on Thursday, March 19th. Cantor Fitzgerald lifted their target price on shares of Micron Technology from $450.00 to $700.00 and gave the stock an “overweight” rating in a research note on Thursday, March 19th. Finally, Wedbush upped their price target on shares of Micron Technology from $320.00 to $500.00 and gave the company an “outperform” rating in a report on Friday, March 13th. Five analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Buy” and a consensus target price of $453.55.

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.