Barclays PLC Raises Holdings in Micron Technology, Inc. $MU

Barclays PLC increased its stake in shares of Micron Technology, Inc. (NASDAQ:MU) by 3.3% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 6,796,268 shares of the semiconductor manufacturer’s stock after acquiring an additional 215,540 shares during the period. Barclays PLC owned about 0.61% of Micron Technology worth $1,137,152,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors also recently bought and sold shares of the company. REAP Financial Group LLC purchased a new stake in Micron Technology during the third quarter worth $25,000. Barnes Dennig Private Wealth Management LLC acquired a new position in shares of Micron Technology in the third quarter worth about $27,000. Cullen Frost Bankers Inc. boosted its stake 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 worth $33,000 after acquiring an additional 88 shares in the last quarter. Howard Hughes Medical Institute purchased a new stake in shares of Micron Technology during the 2nd quarter worth about $30,000. Finally, Physician Wealth Advisors Inc. grew its position in shares of Micron Technology by 248.0% during the 3rd quarter. Physician Wealth Advisors Inc. now owns 261 shares of the semiconductor manufacturer’s stock valued at $44,000 after acquiring an additional 186 shares during the period. 80.84% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of brokerages have issued reports on MU. Susquehanna increased their price target on Micron Technology from $200.00 to $300.00 and gave the stock a “positive” rating in a research report on Monday, December 8th. Needham & Company LLC upped their target price on Micron Technology from $380.00 to $450.00 and gave the stock a “buy” rating in a research note on Tuesday, February 17th. Raymond James Financial increased their target price on Micron Technology from $190.00 to $310.00 and gave the company an “outperform” rating in a research report on Thursday, December 18th. Cantor Fitzgerald boosted their price target on shares of Micron Technology from $350.00 to $450.00 and gave the stock an “overweight” rating in a report on Wednesday, January 14th. Finally, Bank of America upped their price objective 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. Six investment analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat, the company presently has an average rating of “Buy” and an average price target of $371.83.

Micron Technology Stock Performance

NASDAQ MU opened at $397.10 on Friday. 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 fifty day moving average is $378.27 and its two-hundred day moving average is $259.86. The firm has a market capitalization of $446.94 billion, a P/E ratio of 37.75 and a beta of 1.50. Micron Technology, Inc. has a fifty-two week low of $61.54 and a fifty-two week high of $455.50.

Micron Technology (NASDAQ:MU) last posted its quarterly earnings results on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 EPS for the quarter, topping the consensus estimate of $3.77 by $1.01. The business had revenue of $13.64 billion for 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 company’s quarterly revenue was up 56.7% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $1.79 EPS. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. On average, 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. Shareholders of record on Monday, December 29th were issued a $0.115 dividend. This represents a $0.46 annualized dividend and a yield of 0.1%. The ex-dividend date was Monday, December 29th. Micron Technology’s payout ratio is presently 4.37%.

Insiders Place Their Bets

In other Micron Technology news, Director Teyin M. Liu acquired 7,820 shares of the firm’s stock in a transaction that occurred on Wednesday, January 14th. The shares were purchased at an average cost of $337.50 per share, for a total transaction of $2,639,250.00. Following the completion of the acquisition, the director owned 25,910 shares of the company’s stock, valued at approximately $8,744,625. The trade was a 43.23% increase in their position. The purchase was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, CAO Scott R. Allen sold 2,000 shares of the stock in a transaction that occurred on Tuesday, January 6th. The stock was sold at an average price of $337.50, for a total value of $675,000.00. Following the completion of the transaction, the chief accounting officer owned 38,237 shares of the company’s stock, valued at $12,904,987.50. The trade was a 4.97% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have bought 23,200 shares of company stock worth $7,821,723 and have sold 73,623 shares worth $27,307,408. Corporate insiders own 0.24% of the company’s stock.

Key Micron Technology News

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

• Positive Sentiment: Micron began shipping customer samples of its 256 GB SOCAMM2 LPDRAM for AI data centers and opened an advanced semiconductor assembly and test facility in India — actions that expand capacity, improve geographic diversification, and directly target fast-growing AI memory demand. Micron Targets AI Memory Growth With New Module And India Facility
• Positive Sentiment: Analyst and market commentary highlight an “AI memory supercycle”: Micron’s HBM/LPDRAM exposure, high margins and planned ~$20B capex to expand fab capacity underpin a structural growth thesis and support higher long-term profitability. Micron’s New Moat: The AI Memory Supercycle
• Positive Sentiment: Earnings estimate revisions are moving higher, with analysts lifting forecasts after a strong quarterly beat and upbeat guidance — a catalyst for continued institutional interest ahead of March earnings. Earnings Estimates Rising for Micron (MU): Will It Gain?
• Neutral Sentiment: Sector ETFs and macro flows: broad AI-driven capital expenditures are lifting semiconductor ETFs (SMH, SOXX), which include Micron — a tailwind but also a source of correlation-driven moves when the sector trades as a group. The $650 Billion AI Surge Is Here—2 Semiconductor ETFs to Play It
• Negative Sentiment: Recent volatility and geopolitics triggered an 8%-ish selloff in the semiconductor complex, prompting profit-taking in MU despite strong fundamentals — a key reason shares are lower today. Micron (MU) Stock Plunges 8%: A Strategic Entry Point for Investors?
• Negative Sentiment: Coverage pieces and market headlines flag the pullback and short-term risk, increasing headline-driven selling ahead of the company’s March earnings — short-term risk that can amplify price moves. Why Micron (MU) Stock Is Falling Today

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.