Micron Technology, Inc. $MU Shares Acquired by iA Global Asset Management Inc.

iA Global Asset Management Inc. boosted its holdings in Micron Technology, Inc. (NASDAQ:MU) by 18.7% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 146,890 shares of the semiconductor manufacturer’s stock after acquiring an additional 23,117 shares during the period. iA Global Asset Management Inc.’s holdings in Micron Technology were worth $24,578,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. Brighton Jones LLC raised its position in shares of Micron Technology by 18.3% during the 4th quarter. Brighton Jones LLC now owns 6,318 shares of the semiconductor manufacturer’s stock worth $532,000 after purchasing an additional 976 shares during the last quarter. Sivia Capital Partners LLC grew its holdings in Micron Technology by 21.7% during the 2nd quarter. Sivia Capital Partners LLC now owns 3,528 shares of the semiconductor manufacturer’s stock valued at $435,000 after buying an additional 628 shares during the last quarter. U.S. Capital Wealth Advisors LLC increased its position in Micron Technology by 9.0% during the second quarter. U.S. Capital Wealth Advisors LLC now owns 9,440 shares of the semiconductor manufacturer’s stock worth $1,163,000 after buying an additional 783 shares in the last quarter. Accurate Wealth Management LLC purchased a new position in Micron Technology during the second quarter worth $288,000. Finally, Norden Group LLC raised its holdings in shares of Micron Technology by 26.7% in the second quarter. Norden Group LLC now owns 5,648 shares of the semiconductor manufacturer’s stock worth $696,000 after acquiring an additional 1,190 shares during the last quarter. Institutional investors and hedge funds own 80.84% of the company’s stock.

Key Stories Impacting Micron Technology

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

• Positive Sentiment: Micron posted a blowout quarter with huge revenue and EPS beats and set Q2 guidance implying further acceleration in revenue, margins and EPS — a direct fundamental driver of the rally. Micron: This Party Is Just Getting Started
• Positive Sentiment: Wall Street is lifting targets and ratings (TD Cowen to $450, Stifel and others raising targets; William Blair added coverage with an “Outperform”), which supports buying interest and higher valuation multiples. Micron Technology (NASDAQ:MU) Hits New 12-Month High Following Analyst Upgrade
• Positive Sentiment: Analysts and commentaries call Micron a core AI-memory beneficiary — views that the AI buildout creates a multi‑year “supercycle” for DRAM/HBM demand are boosting conviction. Micron & NVIDIA: The Kings of AI Stocks
• Positive Sentiment: Micron’s $1.8B acquisition of a Taiwan fab and management comments about long lead times for memory supply reinforce expectations of sustained pricing power and capacity control. Why is Micron stock surging nearly 7% on Wednesday?
• Neutral Sentiment: CEO Sanjay Mehrotra highlighted persistent memory shortages and long lead times — this explains tight supply dynamics but also signals the need for continued capex and execution. Micron CEO Calls Memory ‘Key Enabler’ Of AI As It Tackles ‘Long Lead Time’ To Address Chip Shortage
• Neutral Sentiment: Momentum/coverage metrics (TipRanks, media citations, commentary from Jim Cramer) are drawing retail attention and higher volume; this can amplify moves but also increases sensitivity to news. Micron Trending With Analysts Amid AI Memory Supercycle
• Negative Sentiment: Not all voices are bullish — at least one detailed downgrade argues the cycle could be peaking and recommends selling, a reminder of valuation and cyclicality risks if demand slows. Micron: This Time Is Not Different, It’s Time To ‘Sell’ (Downgrade)
• Negative Sentiment: Short interest has risen recently, introducing the possibility of increased volatility and downside pressure if sentiment or fundamentals reverse. Micron Technology, Inc. (NASDAQ:MU) Sees Large Growth in Short Interest

Micron Technology Price Performance

MU opened at $397.58 on Friday. Micron Technology, Inc. has a 1 year low of $61.54 and a 1 year high of $397.78. The company’s 50 day simple moving average is $278.66 and its 200 day simple moving average is $198.93. The stock has a market capitalization of $447.48 billion, a PE ratio of 37.79 and a beta of 1.50. The company has a debt-to-equity ratio of 0.19, a quick ratio of 1.78 and a current ratio of 2.46.

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 analysts’ consensus estimates of $3.77 by $1.01. Micron Technology had a net margin of 28.15% and a return on equity of 22.71%. The company had revenue of $13.64 billion for the quarter, compared to the consensus estimate of $12.62 billion. During the same quarter last year, the firm posted $1.79 earnings per share. Micron Technology’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 expect that Micron Technology, Inc. will post 6.08 EPS for the current year.

Micron Technology Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Wednesday, January 14th. Shareholders of record on Monday, December 29th were given 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 of this dividend was Monday, December 29th. Micron Technology’s payout ratio is 4.37%.

Insider Activity at Micron Technology

In related news, 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 transaction of $4,156,350.00. Following the completion of the sale, the executive vice president 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 transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CAO Scott R. Allen sold 2,000 shares of the firm’s stock in a transaction that occurred on Tuesday, January 6th. The shares were sold at an average price of $337.50, for a total transaction of $675,000.00. Following the completion of the transaction, the chief accounting officer owned 38,237 shares in the company, valued at $12,904,987.50. The trade was a 4.97% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 287,500 shares of company stock valued at $65,892,908 over the last three months. Insiders own 0.24% of the company’s stock.

Wall Street Analyst Weigh In

A number of analysts recently commented on MU shares. TD Cowen increased their price objective on Micron Technology from $300.00 to $450.00 and gave the company a “buy” rating in a research note on Tuesday. Morgan Stanley upped their target price on shares of Micron Technology from $338.00 to $350.00 and gave the company an “overweight” rating in a report on Thursday, December 18th. Wall Street Zen upgraded shares of Micron Technology from a “buy” rating to a “strong-buy” rating in a report on Sunday, November 23rd. Itau BBA Securities reissued an “outperform” rating on shares of Micron Technology in a research report on Thursday, December 18th. Finally, Mizuho raised their target price on shares of Micron Technology from $290.00 to $390.00 and gave the stock an “outperform” rating in a research report on Friday, January 9th. Four investment analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Buy” and a consensus target price of $340.79.

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.