Boston Common Asset Management LLC Has $6.93 Million Stake in Micron Technology, Inc. $MU

Boston Common Asset Management LLC reduced its holdings in Micron Technology, Inc. (NASDAQ:MU) by 41.6% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 41,435 shares of the semiconductor manufacturer’s stock after selling 29,538 shares during the period. Boston Common Asset Management LLC’s holdings in Micron Technology were worth $6,933,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in MU. Triad Wealth Partners LLC acquired a new stake in shares of Micron Technology in the third quarter valued at about $278,000. Stock Yards Bank & Trust Co. grew its stake in Micron Technology by 2.0% in the third quarter. Stock Yards Bank & Trust Co. now owns 3,496 shares of the semiconductor manufacturer’s stock valued at $585,000 after purchasing an additional 68 shares in the last quarter. Mitchell Mcleod Pugh & Williams Inc. bought a new position in Micron Technology in the third quarter valued at approximately $224,000. Tranquility Partners LLC acquired a new position in shares of Micron Technology during the 3rd quarter worth approximately $265,000. Finally, Avidian Wealth Enterprises LLC bought a new stake in shares of Micron Technology during the 3rd quarter worth approximately $362,000. 80.84% of the stock is owned by institutional investors.

Micron Technology Trading Up 6.6%

MU stock opened at $389.11 on Thursday. 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 company’s 50-day simple moving average is $275.45 and its 200 day simple moving average is $197.54. Micron Technology, Inc. has a 52 week low of $61.54 and a 52 week high of $394.20. The company has a market capitalization of $437.95 billion, a PE ratio of 36.99 and a beta of 1.50.

Micron Technology (NASDAQ:MU) last issued its quarterly earnings data 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. Micron Technology had a net margin of 28.15% and a return on equity of 22.71%. The business had revenue of $13.64 billion during the quarter, compared to analysts’ expectations of $12.62 billion. During the same quarter in the previous year, the company earned $1.79 EPS. The business’s revenue was up 56.7% on a year-over-year basis. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. As a group, sell-side analysts anticipate that Micron Technology, Inc. will post 6.08 earnings per share for the current year.

Micron Technology Dividend Announcement

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

Analysts Set New Price Targets

A number of equities analysts recently weighed in on MU shares. Susquehanna boosted their target price on shares of Micron Technology from $200.00 to $300.00 and gave the stock a “positive” rating in a report on Monday, December 8th. Deutsche Bank Aktiengesellschaft boosted their price objective on shares of Micron Technology from $200.00 to $280.00 and gave the stock a “buy” rating in a research note on Tuesday, December 9th. Cantor Fitzgerald upped their target price on shares of Micron Technology from $350.00 to $450.00 and gave the company an “overweight” rating in a report on Wednesday, January 14th. Barclays lifted their price target on Micron Technology from $275.00 to $450.00 and gave the stock an “overweight” rating in a report on Friday, January 16th. Finally, BNP Paribas Exane upgraded Micron Technology from an “underperform” rating to an “outperform” rating and set a $270.00 price objective on the stock in a research note on Monday, October 13th. Four investment analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and three have issued a Hold rating to the stock. Based on data from MarketBeat, Micron Technology presently has a consensus rating of “Buy” and an average price target of $340.79.

More Micron Technology News

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

• Positive Sentiment: Wall Street price-target upgrades and buy ratings are piling in, reinforcing bullish momentum and institutional demand; analysts cited AI/cloud memory strength and margin leverage when raising targets. Stifel Raises Micron Price Target
• Positive Sentiment: Micron’s strategic acquisition of a Taiwan fabrication site (reported ~$1.8B) and executive comments that AI customers are buying through product lines have convinced investors the company can lock in pricing power and secure supply for years. Why MU Stock is Surging
• Positive Sentiment: Company commentary and coverage note “100% sell-through” of certain AI memory products to large cloud/AI customers and continued fab/megafab expansion (New York groundbreaking), supporting sustained revenue and margin upside. Megafab Groundbreaking & Taiwan Deal
• Neutral Sentiment: Shareholders approved leadership/governance changes at the annual meeting, reducing activism risk and clearing the path for management’s strategic plans. Shareholders Back Governance Changes
• Neutral Sentiment: Technical/order-flow signals (Power Inflow alerts) and heavy retail/institutional chatter have amplified intraday momentum — helpful for short-term traders but adds volatility risk. Trading Signal Coverage
• Negative Sentiment: Short interest has grown materially in recent reporting, which can amplify volatility on any negative headlines or profit-taking. Short Interest Rises
• Negative Sentiment: Insider selling has been heavy (many senior execs recorded sales over the past 6 months), a datapoint some investors view as a caution even amid strong institutional buying. Insider Trading & Institutional Flows

Insider Activity

In other Micron Technology news, CEO Sanjay Mehrotra sold 22,500 shares of Micron Technology stock in a transaction on Monday, October 27th. The stock was sold at an average price of $220.72, for a total value of $4,966,200.00. Following the completion of the transaction, the chief executive officer directly owned 446,578 shares of the company’s stock, valued at $98,568,696.16. The trade was a 4.80% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP April S. Arnzen sold 15,000 shares of the stock in a transaction on Monday, December 22nd. The stock was sold at an average price of $277.09, for a total value of $4,156,350.00. Following the sale, the executive vice president directly owned 165,618 shares in the company, valued at approximately $45,891,091.62. This trade represents a 8.30% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 287,500 shares of company stock worth $65,892,908. 0.24% of the stock is currently owned by insiders.

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.