TD Waterhouse Canada Inc. Has $5.98 Million Stock Holdings in Micron Technology, Inc. $MU

TD Waterhouse Canada Inc. lowered its holdings in shares of Micron Technology, Inc. (NASDAQ:MU) by 13.4% in the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 32,847 shares of the semiconductor manufacturer’s stock after selling 5,078 shares during the period. TD Waterhouse Canada Inc.’s holdings in Micron Technology were worth $5,981,000 as of its most recent filing with the SEC.

Other large investors have also bought and sold shares of the company. First Command Advisory Services Inc. boosted its stake in shares of Micron Technology by 225.0% in the 2nd quarter. First Command Advisory Services Inc. now owns 221 shares of the semiconductor manufacturer’s stock valued at $27,000 after purchasing an additional 153 shares in the last quarter. Barnes Dennig Private Wealth Management LLC bought a new position in Micron Technology in the 3rd quarter valued at approximately $27,000. Howard Hughes Medical Institute bought a new position in Micron Technology in the 2nd quarter valued at approximately $30,000. AlphaQuest LLC boosted its position in Micron Technology by 13,250.0% in the second quarter. AlphaQuest LLC now owns 267 shares of the semiconductor manufacturer’s stock valued at $33,000 after buying an additional 265 shares in the last quarter. Finally, Cullen Frost Bankers Inc. grew its stake in shares of Micron Technology by 79.3% during the third quarter. Cullen Frost Bankers Inc. now owns 199 shares of the semiconductor manufacturer’s stock worth $33,000 after buying an additional 88 shares during the last quarter. 80.84% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of equities research analysts recently weighed in on the company. Deutsche Bank Aktiengesellschaft boosted their price objective on Micron Technology from $200.00 to $280.00 and gave the stock a “buy” rating in a research report on Tuesday, December 9th. Weiss Ratings raised Micron Technology from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Saturday, November 1st. Bank of America lifted their target price on shares of Micron Technology from $300.00 to $400.00 and gave the stock a “buy” rating in a research report on Tuesday, January 13th. William Blair started coverage on shares of Micron Technology in a report on Thursday, January 22nd. They set an “outperform” rating on the stock. Finally, Wells Fargo & Company raised their price target on shares of Micron Technology from $335.00 to $410.00 and gave the company an “overweight” rating in a research note on Thursday, January 15th. Five 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 stock. According to data from MarketBeat.com, Micron Technology presently has a consensus rating of “Buy” and an average price target of $349.76.

Insider Buying and Selling at Micron Technology

In other news, Director Steven J. Gomo sold 5,000 shares of the stock in a transaction dated Friday, December 19th. The shares were sold at an average price of $263.63, for a total value of $1,318,150.00. Following the completion of the sale, the director owned 19,139 shares in the company, valued at $5,045,614.57. This represents a 20.71% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP April S. Arnzen sold 15,000 shares of the company’s stock in a transaction dated Monday, December 22nd. The stock was 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 directly owned 165,618 shares of the company’s stock, valued at $45,891,091.62. The trade was a 8.30% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders purchased 23,200 shares of company stock worth $7,821,723 and sold 61,123 shares worth $19,547,151. Insiders own 0.24% of the company’s stock.

Micron Technology Price Performance

Micron Technology stock opened at $414.88 on Friday. The stock has a market capitalization of $466.95 billion, a price-to-earnings 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 company has a debt-to-equity ratio of 0.19, a quick ratio of 1.78 and a current ratio of 2.46. The stock’s 50 day moving average price is $301.32 and its two-hundred day moving average price is $211.10.

Micron Technology (NASDAQ:MU) last issued its earnings results on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 EPS for the quarter, beating analysts’ consensus estimates of $3.77 by $1.01. The business had revenue of $13.64 billion during the quarter, compared to analyst estimates of $12.62 billion. Micron Technology had a return on equity of 22.71% and a net margin of 28.15%.The firm’s revenue was up 56.7% compared to the same quarter last year. During the same period in the previous year, the company posted $1.79 EPS. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. On average, equities analysts predict that Micron Technology, Inc. will post 6.08 earnings per share for the current year.

Micron Technology Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, January 14th. Investors of record on Monday, December 29th were given a $0.115 dividend. 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 dividend payout ratio is presently 4.37%.

Key Headlines Impacting 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 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.