Triglav Investments D.O.O. Has $6.86 Million Stock Holdings in Micron Technology, Inc. $MU

Triglav Investments D.O.O. increased its holdings in shares of Micron Technology, Inc. (NASDAQ:MU) by 24.8% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 41,008 shares of the semiconductor manufacturer’s stock after buying an additional 8,158 shares during the quarter. Triglav Investments D.O.O.’s holdings in Micron Technology were worth $6,861,000 as of its most recent filing with the Securities and Exchange Commission.

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

Insider Buying and Selling

In other news, CAO Scott R. Allen sold 2,000 shares of Micron Technology stock in a transaction dated Tuesday, January 6th. The stock was sold at an average price of $337.50, for a total value of $675,000.00. Following the transaction, the chief accounting officer directly owned 38,237 shares in the company, valued at approximately $12,904,987.50. The trade was a 4.97% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Teyin M. Liu acquired 7,820 shares of the business’s stock in a transaction that occurred on Wednesday, January 14th. The shares were acquired at an average cost of $337.50 per share, with a total value of $2,639,250.00. Following the transaction, the director directly owned 25,910 shares in the company, valued at $8,744,625. The trade was a 43.23% increase in their position. The SEC filing for this purchase provides additional information. In the last quarter, insiders acquired 23,200 shares of company stock valued at $7,821,723 and sold 77,366 shares valued at $28,180,987. 0.24% of the stock is owned by company insiders.

Micron Technology News Summary

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

• Positive Sentiment: Mizuho raised its price target to $480 and kept an Outperform rating, reinforcing bullish expectations around memory demand and Micron’s positioning in AI/dram/HBM markets. Mizuho Lifts Micron Technology, Inc. (MU)’s Price Target To $480
• Positive Sentiment: Phillip Securities set a $500 price target and issued a strong‑buy view citing strong HBM (high‑bandwidth memory) demand — a bullish signal for multi‑year upside tied to AI infrastructure spending. Micron (MU) Stock: Phillip Securities Sets $500 Price Target on HBM Demand
• Positive Sentiment: Micron announced a $24 billion Singapore NAND “megafab” project, signaling long‑term capacity build for NAND demand (supports revenue growth but increases near‑term capex expectations). Micron Technology (MU) Is Up 6.7% After Launching $24 Billion Singapore NAND Megafab Project
• Neutral Sentiment: Several valuation and bull‑case pieces review whether AI tailwinds and recent gains are already priced in — useful for investors reassessing entry points but not immediate catalysts. Micron Technology (MU) Valuation Check As Strong Multi Year Returns Meet AI Supercycle Expectations
• Neutral Sentiment: Analysis pieces argue Micron’s AI memory tailwinds are strong but warn some of those positives may already be reflected in the stock — weigh conviction versus stretched multiples. Micron: Tailwinds Priced In
• Negative Sentiment: Profit‑taking and unusual options activity pushed the stock lower after a sharp rally; commentators point to classic post‑run pullback dynamics and investor caution on very large capex commitments. Micron stock sinks after big rally: why profit-taking is hitting now
• Negative Sentiment: EVP Sumit Sadana sold 25,000 shares (~$10.7M at ~$429.89), reducing his stake ~9.2% — an insider sale that can stoke short‑term investor concern about near‑term sentiment. SEC Filing: Insider Sale

Wall Street Analysts Forecast Growth

Several analysts recently issued reports on the company. Needham & Company LLC increased their price objective on Micron Technology from $200.00 to $300.00 and gave the stock a “buy” rating in a report on Tuesday, December 16th. HSBC upped their target price on Micron Technology from $350.00 to $500.00 and gave the stock a “buy” rating in a research report on Friday, January 23rd. Cantor Fitzgerald lifted their price target on Micron Technology from $350.00 to $450.00 and gave the company an “overweight” rating in a report on Wednesday, January 14th. Royal Bank Of Canada initiated coverage on Micron Technology in a research note on Thursday, January 15th. They issued an “outperform” rating and a $425.00 price target for the company. Finally, Bank of America raised their price objective on shares of Micron Technology from $300.00 to $400.00 and gave the company a “buy” rating in a research report on Tuesday, January 13th. Six 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 company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Buy” and a consensus target price of $349.76.

Micron Technology Stock Down 9.5%

Shares of Micron Technology stock opened at $379.66 on Thursday. Micron Technology, Inc. has a 12-month low of $61.54 and a 12-month high of $455.50. The company has a quick ratio of 1.78, a current ratio of 2.46 and a debt-to-equity ratio of 0.19. The stock has a 50 day moving average price of $312.48 and a two-hundred day moving average price of $217.98. The stock has a market capitalization of $427.31 billion, a P/E ratio of 36.09 and a beta of 1.52.

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 analysts’ consensus estimates of $3.77 by $1.01. The business had revenue of $13.64 billion during the quarter, compared to analysts’ expectations of $12.62 billion. Micron Technology had a net margin of 28.15% and a return on equity of 22.71%. Micron Technology’s revenue for the quarter was up 56.7% on a year-over-year basis. During the same period in the previous year, the company earned $1.79 earnings per share. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. Equities analysts expect that Micron Technology, Inc. will post 6.08 earnings per share 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 issued 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 is 4.37%.

Micron Technology 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.