ABN Amro Investment Solutions Sells 18,460 Shares of Micron Technology, Inc. $MU

ABN Amro Investment Solutions lowered its position in shares of Micron Technology, Inc. (NASDAQ:MU) by 35.1% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 34,205 shares of the semiconductor manufacturer’s stock after selling 18,460 shares during the period. ABN Amro Investment Solutions’ holdings in Micron Technology were worth $5,723,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also bought and sold shares of the company. American Capital Advisory LLC increased its holdings in shares of Micron Technology by 20.4% in the third quarter. American Capital Advisory LLC now owns 272 shares of the semiconductor manufacturer’s stock worth $46,000 after purchasing an additional 46 shares during the period. Teamwork Financial Advisors LLC grew its position in Micron Technology by 0.4% during the third quarter. Teamwork Financial Advisors LLC now owns 14,974 shares of the semiconductor manufacturer’s stock worth $2,505,000 after buying an additional 53 shares in the last quarter. Blue Trust Inc. grew its position in Micron Technology by 0.5% during the third quarter. Blue Trust Inc. now owns 10,633 shares of the semiconductor manufacturer’s stock worth $1,779,000 after buying an additional 53 shares in the last quarter. Lodestone Wealth Management LLC increased its stake in Micron Technology by 3.2% in the 3rd quarter. Lodestone Wealth Management LLC now owns 1,693 shares of the semiconductor manufacturer’s stock worth $283,000 after acquiring an additional 53 shares during the last quarter. Finally, Allen Capital Group LLC raised its holdings in shares of Micron Technology by 1.2% in the 3rd quarter. Allen Capital Group LLC now owns 4,554 shares of the semiconductor manufacturer’s stock valued at $762,000 after acquiring an additional 54 shares in the last quarter. Institutional investors own 80.84% of the company’s stock.

Micron Technology News Summary

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

• Positive Sentiment: Analyst upgrades and bullish notes lifted investor enthusiasm; several upgrades and price-target raises prompted gap-ups and heavy buying earlier in the week. Micron Technology (NASDAQ:MU) Trading 9.9% Higher Following Analyst Upgrade
• Positive Sentiment: Management/CFO messaging that demand significantly outpaces supply — and that tightness could persist beyond 2026 — bolstered the bull case for DRAM/HBM pricing power and AI revenue visibility. Micron Technology Stock (MU) Opinions on CFO Supply-Demand Outlook
• Positive Sentiment: Company momentum tied to accelerated HBM4 and NAND updates — reports of faster HBM4 timelines and facility progress lifted expectations for near-term product competitiveness and AI revenue mix. Micron (MU) Stock Surges 10% on Accelerated HBM4 Chip Timeline
• Neutral Sentiment: Retail and social-media sentiment has flipped bullish (Reddit/X), amplifying momentum but increasing volatility risk as retail participation can accelerate both rallies and pullbacks. Micron Is Suddenly at the Center of AI Spending As Shares Keep Soaring
• Neutral Sentiment: “Is Micron the next Nvidia?” pieces and bull-case writeups drive narrative momentum but are largely speculative — useful for sentiment but not proof of sustainable fundamentals. 2 AI Stocks Soaring Over 400% That Could Be The Next NVIDIA
• Negative Sentiment: Samsung’s announcement that it’s mass-producing HBM4 raises competitive risk and prompts investors to re-evaluate Micron’s premium valuation and near-term share gains. Samsung Claims to Be First to Ship New Memory Chips. What It Means for Micron.
• Negative Sentiment: Valuation concerns and at least one downgrade/dissenting view argue Micron may be “priced to perfection,” increasing pullback risk if execution or end-market strength softens. Micron Is Priced To Perfection In A Non-Perfect Market (Downgrade)
• Negative Sentiment: Notable insider selling activity (multiple executive sales) is being watched by some investors as a potential caution, even as institutional holdings remain large and mixed. Micron Technology Stock (MU) Opinions on CFO Supply-Demand Outlook

Insider Buying and Selling

In related news, EVP Sumit Sadana sold 25,000 shares of the company’s stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $429.89, for a total transaction of $10,747,250.00. Following the completion of the sale, the executive vice president directly owned 248,021 shares in the company, valued at $106,621,747.69. This represents a 9.16% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, Director Teyin M. Liu purchased 11,600 shares of the business’s stock in a transaction on Tuesday, January 13th. The stock was purchased at an average cost of $337.07 per share, for a total transaction of $3,910,012.00. Following the acquisition, the director owned 14,310 shares in the company, valued at approximately $4,823,471.70. The trade was a 428.04% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Over the last quarter, insiders bought 23,200 shares of company stock valued at $7,821,723 and sold 73,623 shares valued at $27,307,408. Corporate insiders own 0.24% of the company’s stock.

Micron Technology Price Performance

Shares of NASDAQ:MU opened at $411.66 on Monday. 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 market cap of $463.33 billion, a PE ratio of 39.13 and a beta of 1.51. The company’s fifty day moving average is $334.97 and its 200 day moving average is $232.73. Micron Technology, Inc. has a 52 week low of $61.54 and a 52 week high of $455.50.

Micron Technology (NASDAQ:MU) last issued its earnings results on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 earnings per share for the quarter, beating the consensus estimate of $3.77 by $1.01. The company 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%.Micron Technology’s quarterly revenue was up 56.7% compared to the same quarter last year. During the same period in the prior year, the business posted $1.79 EPS. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. Research analysts anticipate that Micron Technology, Inc. will post 6.08 earnings per share for the current year.

Micron Technology Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Wednesday, January 14th. Investors of record on Monday, December 29th were paid a $0.115 dividend. This represents a $0.46 annualized dividend and a dividend yield of 0.1%. The ex-dividend date of this dividend was Monday, December 29th. Micron Technology’s payout ratio is presently 4.37%.

Wall Street Analyst Weigh In

MU has been the subject of several recent analyst reports. William Blair initiated coverage on Micron Technology in a report on Thursday, January 22nd. They set an “outperform” rating for the company. Bank of America boosted their price target on shares of Micron Technology from $300.00 to $400.00 and gave the stock a “buy” rating in a research note on Tuesday, January 13th. Royal Bank Of Canada assumed coverage on shares of Micron Technology in a report on Thursday, January 15th. They issued an “outperform” rating and a $425.00 price target on the stock. TD Cowen raised their price objective on shares of Micron Technology from $300.00 to $450.00 and gave the company a “buy” rating in a research report on Tuesday, January 20th. Finally, Susquehanna upped their target price on shares of Micron Technology from $200.00 to $300.00 and gave the stock a “positive” rating in a research report on Monday, December 8th. Six equities 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. According to data from MarketBeat, Micron Technology has an average rating of “Buy” and an average target price of $353.21.

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.