Boston Common Asset Management LLC Has $6.37 Million Stock Holdings in Micron Technology, Inc. $MU

Boston Common Asset Management LLC trimmed its holdings in Micron Technology, Inc. (NASDAQ:MU) by 10.5% in the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 18,864 shares of the semiconductor manufacturer’s stock after selling 2,211 shares during the period. Boston Common Asset Management LLC’s holdings in Micron Technology were worth $6,373,000 as of its most recent SEC filing.

Several other hedge funds also recently modified their holdings of MU. Heritage Trust Co grew its stake in Micron Technology by 9.7% in the 4th quarter. Heritage Trust Co now owns 15,026 shares of the semiconductor manufacturer’s stock valued at $4,289,000 after buying an additional 1,323 shares during the last quarter. Fulton Bank N.A. lifted its position in Micron Technology by 79.1% during the 4th quarter. Fulton Bank N.A. now owns 16,183 shares of the semiconductor manufacturer’s stock worth $4,619,000 after acquiring an additional 7,147 shares during the last quarter. Financial Synergies Wealth Advisors Inc. acquired a new position in Micron Technology during the 4th quarter worth $1,316,000. PKO BP BANKOWY Universal Pension Society JSC bought a new stake in Micron Technology during the fourth quarter valued at about $61,306,000. Finally, Dara Capital US Inc. bought a new stake in Micron Technology during the fourth quarter valued at about $2,926,000. Institutional investors and hedge funds own 80.84% of the company’s stock.

Insider Transactions at Micron Technology

In other news, EVP April S. Arnzen sold 40,000 shares of Micron Technology stock in a transaction that occurred on Wednesday, July 1st. The stock was sold at an average price of $1,083.94, for a total transaction of $43,357,600.00. Following the sale, the executive vice president owned 85,737 shares of the company’s stock, valued at approximately $92,933,763.78. This trade represents a 31.81% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Steven J. Gomo sold 2,000 shares of the business’s stock in a transaction that occurred on Monday, May 11th. The shares were sold at an average price of $787.03, for a total value of $1,574,060.00. Following the sale, the director owned 17,139 shares in the company, valued at approximately $13,488,907.17. This represents a 10.45% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 163,300 shares of company stock worth $152,667,204 over the last quarter. 0.24% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently commented on the company. Deutsche Bank Aktiengesellschaft lifted their price objective on Micron Technology from $1,500.00 to $1,550.00 and gave the stock a “buy” rating in a research note on Thursday, June 25th. Erste Group Bank raised Micron Technology from a “hold” rating to a “buy” rating in a report on Thursday, June 25th. Stifel Nicolaus raised their target price on Micron Technology from $550.00 to $1,500.00 and gave the company a “buy” rating in a report on Thursday, June 18th. DA Davidson lifted their price target on Micron Technology from $1,500.00 to $2,000.00 and gave the stock a “buy” rating in a research report on Thursday, June 25th. Finally, Cantor Fitzgerald reiterated an “overweight” rating and set a $1,500.00 price target on shares of Micron Technology in a report on Thursday, June 25th. Four research analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat, Micron Technology has an average rating of “Buy” and an average target price of $1,268.93.

Micron Technology Price Performance

Shares of MU opened at $848.95 on Monday. The company has a 50-day simple moving average of $949.46 and a 200-day simple moving average of $602.10. The firm has a market capitalization of $958.80 billion, a P/E ratio of 19.22 and a beta of 2.14. The company has a debt-to-equity ratio of 0.05, a quick ratio of 2.98 and a current ratio of 3.42. Micron Technology, Inc. has a 52 week low of $103.38 and a 52 week high of $1,255.00.

Micron Technology (NASDAQ:MU) last released its earnings results on Wednesday, June 24th. The semiconductor manufacturer reported $25.11 earnings per share for the quarter, topping analysts’ consensus estimates of $21.39 by $3.72. Micron Technology had a return on equity of 71.13% and a net margin of 55.91%.The business had revenue of $41.46 billion for the quarter, compared to the consensus estimate of $35.91 billion. During the same period last year, the business earned $1.91 earnings per share. The firm’s revenue for the quarter was up 345.8% compared to the same quarter last year. Micron Technology has set its Q4 2026 guidance at 30.000-32.000 EPS. On average, equities research analysts expect that Micron Technology, Inc. will post 72.93 earnings per share for the current year.

Micron Technology Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, July 21st. Shareholders of record on Monday, July 6th will be given a $0.15 dividend. The ex-dividend date is Monday, July 6th. This represents a $0.60 dividend on an annualized basis and a dividend yield of 0.1%. Micron Technology’s dividend payout ratio (DPR) is currently 1.36%.

More Micron Technology News

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

• Positive Sentiment: Micron continues to benefit from AI infrastructure spending, with multiple articles highlighting strong demand for advanced memory and storage as a long-term growth driver.
• Positive Sentiment: Analysts at KeyCorp reiterated an Overweight view and a $1,750 price target, signaling continued Wall Street confidence in Micron’s earnings power.
• Positive Sentiment: Recent coverage says Micron’s lower valuation, strong returns, and light debt load may make it more attractive than peers such as TSMC as an AI semiconductor investment.
• Positive Sentiment: Micron also announced long-term automotive supply agreements, expanding its AI-memory opportunity beyond data centers into next-generation vehicles.
• Neutral Sentiment: The stock is being described as highly volatile, with some analysts framing Micron as a momentum name that can swing sharply in either direction as sentiment around AI changes.
• Neutral Sentiment: Several recent commentaries argue the latest drop may be technical and sentiment-driven, creating a different risk-reward setup than Micron had a month ago. Micron: Things Change
• Negative Sentiment: Micron is falling alongside other chip stocks as investors rotate out of AI and momentum names, pressuring the whole semiconductor group.
• Negative Sentiment: Fresh concerns about future memory pricing, including reports of Chinese competitor CXMT preparing a large IPO and CoreWeave exploring hedges against falling memory costs, are weighing on sentiment.
• Negative Sentiment: Micron’s recent sharp pullback has revived worries that the memory cycle may be peaking, even though several bullish articles argue the long-term demand story remains intact.

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.