Mediolanum International Funds Ltd Increases Stock Holdings in Micron Technology, Inc. $MU

Mediolanum International Funds Ltd grew its holdings in shares of Micron Technology, Inc. (NASDAQ:MU) by 230.5% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 215,100 shares of the semiconductor manufacturer’s stock after buying an additional 150,009 shares during the period. Mediolanum International Funds Ltd’s holdings in Micron Technology were worth $35,255,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in MU. Meridian Wealth Management LLC increased its stake in shares of Micron Technology by 64.7% during the 3rd quarter. Meridian Wealth Management LLC now owns 4,161 shares of the semiconductor manufacturer’s stock worth $696,000 after purchasing an additional 1,634 shares in the last quarter. Souders Financial Advisors lifted its stake in Micron Technology by 7.1% during the third quarter. Souders Financial Advisors now owns 3,350 shares of the semiconductor manufacturer’s stock worth $560,000 after purchasing an additional 221 shares during the last quarter. UMB Bank n.a. grew its position in shares of Micron Technology by 4.1% during the third quarter. UMB Bank n.a. now owns 17,729 shares of the semiconductor manufacturer’s stock worth $2,966,000 after acquiring an additional 693 shares during the last quarter. Transcend Capital Advisors LLC grew its position in Micron Technology by 37.9% in the 3rd quarter. Transcend Capital Advisors LLC now owns 11,649 shares of the semiconductor manufacturer’s stock valued at $1,949,000 after buying an additional 3,202 shares in the last quarter. Finally, Thrivent Financial for Lutherans grew its position in Micron Technology by 47.2% during the 3rd quarter. Thrivent Financial for Lutherans now owns 900,232 shares of the semiconductor manufacturer’s stock worth $150,627,000 after purchasing an additional 288,849 shares in the last quarter. 80.84% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several research analysts have recently issued reports on the stock. JPMorgan Chase & Co. boosted their price objective on shares of Micron Technology from $220.00 to $350.00 and gave the stock an “overweight” rating in a report on Thursday, December 18th. Susquehanna raised their target price on shares of Micron Technology from $200.00 to $300.00 and gave the company a “positive” rating in a research note on Monday, December 8th. Itau BBA Securities reissued an “outperform” rating on shares of Micron Technology in a research report on Thursday, December 18th. Bank of America upped their price target on shares of Micron Technology from $300.00 to $400.00 and gave the stock a “buy” rating in a report on Tuesday, January 13th. Finally, UBS Group increased their price target on Micron Technology from $300.00 to $400.00 and gave the stock a “buy” rating in a report on Wednesday, January 7th. Five 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 company’s stock. Based on data from MarketBeat.com, Micron Technology currently has a consensus rating of “Buy” and an average target price of $349.76.

Insider Buying and Selling

In other Micron Technology 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 transaction of $1,318,150.00. Following the completion of the transaction, the director owned 19,139 shares of the company’s stock, valued at $5,045,614.57. This trade represents a 20.71% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, CEO Sanjay Mehrotra sold 8,757 shares of the business’s stock in a transaction on Thursday, November 6th. The stock was sold at an average price of $241.34, for a total transaction of $2,113,414.38. Following the transaction, the chief executive officer owned 400,321 shares of the company’s stock, valued at approximately $96,613,470.14. The trade was a 2.14% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have bought 23,200 shares of company stock worth $7,821,723 and have sold 61,123 shares worth $19,547,151. Company insiders own 0.24% of the company’s stock.

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 Price Performance

Shares of MU opened at $414.88 on Friday. Micron Technology, Inc. has a fifty-two week low of $61.54 and a fifty-two 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 firm’s 50-day simple moving average is $301.32 and its two-hundred day simple moving average is $211.73. The stock has a market cap of $466.95 billion, a PE ratio of 39.44 and a beta of 1.50.

Micron Technology (NASDAQ:MU) last released its earnings results on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.77 by $1.01. The firm had revenue of $13.64 billion during the quarter, compared to analysts’ expectations 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% on a year-over-year basis. During the same quarter last year, the business posted $1.79 earnings per share. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. Analysts anticipate that Micron Technology, Inc. will post 6.08 earnings per share for the current fiscal year.

Micron Technology Dividend Announcement

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