Micron Technology, Inc. $MU Shares Acquired by National Pension Service

National Pension Service boosted its position in Micron Technology, Inc. (NASDAQ:MU) by 4.4% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 2,815,509 shares of the semiconductor manufacturer’s stock after acquiring an additional 117,862 shares during the quarter. National Pension Service owned 0.25% of Micron Technology worth $471,091,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Brighton Jones LLC lifted 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 raised its stake in Micron Technology by 21.7% in the second 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 in the last quarter. Trilogy Capital Inc. purchased a new stake in Micron Technology during the 2nd quarter worth about $220,000. B.O.S.S. Retirement Advisors LLC acquired a new position in shares of Micron Technology during the 2nd quarter worth about $238,000. Finally, BSW Wealth Partners boosted its position in shares of Micron Technology by 13.0% during the 2nd quarter. BSW Wealth Partners now owns 3,043 shares of the semiconductor manufacturer’s stock worth $375,000 after acquiring an additional 351 shares in the last quarter. Institutional investors and hedge funds own 80.84% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities research analysts have recently weighed in on the company. Wells Fargo & Company boosted their target price on Micron Technology from $335.00 to $410.00 and gave the stock an “overweight” rating in a research note on Thursday, January 15th. Wolfe Research boosted their price objective on shares of Micron Technology from $300.00 to $350.00 and gave the stock an “outperform” rating in a research report on Thursday, December 18th. Barclays increased their target price on shares of Micron Technology from $275.00 to $450.00 and gave the company an “overweight” rating in a research report on Friday, January 16th. Sanford C. Bernstein lifted their price target on shares of Micron Technology from $270.00 to $330.00 and gave the stock an “outperform” rating in a research note on Friday, January 2nd. Finally, Royal Bank Of Canada began coverage on shares of Micron Technology in a research note on Thursday, January 15th. They issued an “outperform” rating and a $425.00 price objective for the company. Five investment analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Buy” and an average price target of $349.76.

Insider Transactions at Micron Technology

In other news, Director Teyin M. Liu acquired 11,600 shares of the company’s stock in a transaction on Tuesday, January 13th. The shares were bought at an average cost of $337.07 per share, with a total value of $3,910,012.00. Following the purchase, the director owned 14,310 shares of the company’s stock, valued at $4,823,471.70. This represents a 428.04% increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Manish H. Bhatia sold 26,623 shares of the firm’s stock in a transaction on Thursday, January 22nd. The stock was sold at an average price of $391.04, for a total transaction of $10,410,657.92. Following the completion of the sale, the executive vice president owned 323,486 shares of the company’s stock, valued at $126,495,965.44. This trade represents a 7.60% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders bought 23,200 shares of company stock worth $7,821,723 and sold 61,123 shares worth $19,547,151. Corporate insiders own 0.24% of the company’s stock.

Trending Headlines about Micron Technology

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

• Positive Sentiment: Company capacity buildouts and bullish management commentary support a multi-year tightness in memory supply, reinforcing revenue and margin upside tied to AI/HBM demand. Micron’s CEO Has Just Dropped Game-Changing News
• Positive Sentiment: Micron broke ground on a major Singapore NAND fab (~$24B over 10 years) and has large capacity commitments (cited multi‑country investments), which underpins long-term supply discipline and market share expansion. Micron (MU) Expands Manufacturing Footprint as AI Drives Long-Term Memory Demand
• Positive Sentiment: Multiple analyst upgrades and bullish coverage (including Zacks rankings and recent upgrades that lifted targets) have driven buying interest and a stretched short-term rerate. Micron Technology (NASDAQ:MU) Trading 6.1% Higher Following Analyst Upgrade
• Positive Sentiment: Industry leader Samsung signaling a “golden era” for memory chips supports an optimistic demand/pricing backdrop for Micron’s DRAM/HBM businesses. Micron Stock Pops. Samsung Signals ‘Golden Era’ for Memory Chips.
• Neutral Sentiment: Roundup of Wall Street analyst target prices and coverage — useful for context but represents a mix of views rather than a single directional catalyst. What Are Wall Street Analysts’ Target Price for Micron Technology Stock?
• Negative Sentiment: Insider selling: a top operations executive sold shares ahead of the stock’s all-time high, which can trigger investor concern despite routine lockup/compensation explanations. Micron Stock Keeps Climbing—And a Top Executive May Have Sold Too Soon
• Negative Sentiment: Unusual put-option activity after MU’s rapid two‑month doubling suggests some traders are hedging or betting on a pullback, adding to intraday volatility and downside risk. Unusual Put Options Activity in Micron Technology After MU Stock Doubles in 2 Months
• Negative Sentiment: Commentary questioning whether the rally has peaked creates profit‑taking pressure even as management reiterates a bullish long-term view. Think Micron Technology’s Stock May Have Peaked? This Is Why Its CEO Remains Bullish.

Micron Technology Stock Performance

NASDAQ MU opened at $414.88 on Friday. The firm has a market cap of $466.95 billion, a P/E ratio of 39.44 and a beta of 1.50. Micron Technology, Inc. has a 52-week low of $61.54 and a 52-week high of $455.50. The business’s 50-day moving average price is $301.32 and its 200 day moving average price is $211.10. 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 (NASDAQ:MU) last posted its quarterly earnings data on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 EPS for the quarter, beating the consensus estimate of $3.77 by $1.01. Micron Technology had a return on equity of 22.71% and a net margin of 28.15%.The firm had revenue of $13.64 billion during the quarter, compared to the consensus estimate of $12.62 billion. During the same period in the prior year, the business earned $1.79 EPS. The firm’s revenue was up 56.7% compared to the same quarter last year. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. On average, equities research analysts expect that Micron Technology, Inc. will post 6.08 earnings per share for the current year.

Micron Technology Dividend Announcement

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

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.