Mandatum Life Insurance Co Ltd Sells 9,900 Shares of Micron Technology, Inc. $MU

Mandatum Life Insurance Co Ltd decreased its holdings in shares of Micron Technology, Inc. (NASDAQ:MU) by 18.1% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 44,731 shares of the semiconductor manufacturer’s stock after selling 9,900 shares during the quarter. Micron Technology comprises approximately 1.8% of Mandatum Life Insurance Co Ltd’s investment portfolio, making the stock its 12th biggest holding. Mandatum Life Insurance Co Ltd’s holdings in Micron Technology were worth $7,484,000 at the end of the most recent quarter.

Several other large investors have also bought and sold shares of MU. Brighton Jones LLC grew its holdings in Micron Technology by 18.3% during the fourth quarter. Brighton Jones LLC now owns 6,318 shares of the semiconductor manufacturer’s stock valued at $532,000 after purchasing an additional 976 shares during the period. Sivia Capital Partners LLC raised its position in shares of Micron Technology by 21.7% during the second quarter. Sivia Capital Partners LLC now owns 3,528 shares of the semiconductor manufacturer’s stock worth $435,000 after purchasing an additional 628 shares during the period. Johnson Investment Counsel Inc. lifted its holdings in shares of Micron Technology by 4.3% during the 2nd quarter. Johnson Investment Counsel Inc. now owns 9,404 shares of the semiconductor manufacturer’s stock valued at $1,159,000 after purchasing an additional 387 shares in the last quarter. Concurrent Investment Advisors LLC grew its position in shares of Micron Technology by 39.4% in the 2nd quarter. Concurrent Investment Advisors LLC now owns 17,968 shares of the semiconductor manufacturer’s stock valued at $2,215,000 after purchasing an additional 5,077 shares during the period. Finally, CWM LLC grew its position in shares of Micron Technology by 233.5% in the 2nd quarter. CWM LLC now owns 111,233 shares of the semiconductor manufacturer’s stock valued at $13,709,000 after purchasing an additional 77,881 shares during the period. 80.84% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Micron Technology

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

• Positive Sentiment: UBS raised its price target to $450, signaling continued analyst confidence in Micron’s growth/cash-flow outlook and supporting upside expectations. UBS Raises Micron Technology (MU) Price Target to $450
• Positive Sentiment: Micron plans a US$24 billion Singapore fab to expand capacity for AI memory, reinforcing the company’s long-term AI memory growth story and revenue visibility. Big-capex builds like this support secular demand capture. Micron’s US$24b Singapore Fab Deepens AI Memory Growth Story
• Positive Sentiment: Industry commentary and features highlight tight DRAM/NAND supply and Micron saying it’s “sold out” for 2026, backing pricing power and revenue strength for the year. The AI Memory Crunch Is Creating Winners and Losers
• Neutral Sentiment: Micron remains a highly searched/trending stock; watch sentiment-driven flows and coverage as drivers of short-term volatility even when fundamentals are positive. Is Trending Stock Micron Technology, Inc. (MU) a Buy Now?
• Negative Sentiment: Samsung announced mass production of HBM4 and plans to supply Nvidia sooner, creating near-term competitive pressure on Micron’s HBM4 timeline and potentially pressuring pricing or share in AI accelerators. Samsung Stock Surges as Chipmaker Beats Micron in HBM4 Race
• Negative Sentiment: Coverage flags investor worries about Micron’s exposure to Nvidia’s next-gen chips and whether Micron will fully participate in that demand—such fears are weighing on the stock despite positive fundamentals. Micron’s stock falls on fears about Nvidia’s new chips

Wall Street Analysts Forecast Growth

Several analysts have commented on MU shares. New Street Research restated a “neutral” rating on shares of Micron Technology in a report on Tuesday, October 14th. Weiss Ratings restated a “buy (b-)” rating on shares of Micron Technology in a report on Thursday, January 29th. Wolfe Research boosted their price objective on shares of Micron Technology from $300.00 to $350.00 and gave the company an “outperform” rating in a research report on Thursday, December 18th. Wedbush set a $320.00 target price on shares of Micron Technology in a research note on Thursday, December 18th. Finally, KeyCorp lifted their price target on Micron Technology from $325.00 to $450.00 and gave the company an “overweight” rating in a research note on Tuesday, January 13th. Six research analysts have rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat, Micron Technology presently has an average rating of “Buy” and a consensus price target of $349.76.

Insider Activity

In other Micron Technology news, Director Teyin M. Liu bought 11,600 shares of Micron Technology stock in a transaction dated Tuesday, January 13th. The stock was bought at an average cost of $337.07 per share, for a total transaction 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. The trade was a 428.04% increase in their position. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP April S. Arnzen sold 15,000 shares of the business’s stock in a transaction that occurred on Monday, December 22nd. The stock was sold at an average price of $277.09, for a total value of $4,156,350.00. Following the transaction, the executive vice president directly owned 165,618 shares in the company, 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. Over the last quarter, insiders have acquired 23,200 shares of company stock valued at $7,821,723 and have sold 73,623 shares valued at $27,307,408. 0.24% of the stock is owned by corporate insiders.

Micron Technology Stock Performance

MU opened at $383.50 on Tuesday. The business’s 50-day simple moving average is $321.54 and its 200 day simple moving average is $224.56. 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 firm has a market capitalization of $431.63 billion, a PE ratio of 36.45 and a beta of 1.51.

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, beating analysts’ consensus estimates 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 last year, the company earned $1.79 earnings per share. The business’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. As a group, sell-side analysts expect that Micron Technology, Inc. will post 6.08 earnings per share for the current fiscal year.

Micron Technology Announces Dividend

The firm 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 was Monday, December 29th. This represents a $0.46 dividend on an annualized basis and a yield of 0.1%. Micron Technology’s dividend payout ratio (DPR) is presently 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.