BDF Gestion Takes $6.24 Million Position in Micron Technology, Inc. $MU

BDF Gestion acquired a new stake in shares of Micron Technology, Inc. (NASDAQ:MU) during the fourth quarter, according to its most recent filing with the SEC. The fund acquired 21,857 shares of the semiconductor manufacturer’s stock, valued at approximately $6,238,000. Micron Technology accounts for approximately 0.8% of BDF Gestion’s investment portfolio, making the stock its 22nd biggest holding.

A number of other institutional investors have also added to or reduced their stakes in the stock. Elevation Wealth Partners LLC grew its holdings in Micron Technology by 295.8% during the 4th quarter. Elevation Wealth Partners LLC now owns 95 shares of the semiconductor manufacturer’s stock valued at $27,000 after buying an additional 71 shares in the last quarter. Noble Wealth Management PBC purchased a new stake in shares of Micron Technology in the fourth quarter worth about $40,000. REAP Financial Group LLC bought a new position in shares of Micron Technology in the third quarter valued at approximately $25,000. Barnes Dennig Private Wealth Management LLC bought a new position in shares of Micron Technology in the third quarter valued at approximately $27,000. Finally, Cullen Frost Bankers Inc. grew its stake in Micron Technology by 79.3% during the third 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. Hedge funds and other institutional investors own 80.84% of the company’s stock.

Wall Street Analyst Weigh In

A number of research firms recently weighed in on MU. Deutsche Bank Aktiengesellschaft upped their target price on shares of Micron Technology from $500.00 to $550.00 and gave the stock a “buy” rating in a report on Thursday, March 19th. Mizuho boosted their price target on shares of Micron Technology from $480.00 to $530.00 and gave the company an “outperform” rating in a research report on Thursday, March 19th. Wells Fargo & Company upped their price target on shares of Micron Technology from $470.00 to $550.00 and gave the stock an “overweight” rating in a report on Thursday, March 19th. Phillip Securities upgraded Micron Technology to a “strong-buy” rating in a research report on Monday, February 2nd. Finally, Itau BBA Securities reissued an “outperform” rating on shares of Micron Technology in a research note on Thursday, December 18th. Five equities research analysts have rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Buy” and a consensus target price of $453.55.

Insider Transactions at Micron Technology

In other news, Director Teyin M. Liu acquired 11,600 shares of the firm’s stock in a transaction that occurred on Tuesday, January 13th. The shares were bought at an average cost of $337.07 per share, with a total value of $3,910,012.00. Following the acquisition, the director owned 14,310 shares in the company, valued at approximately $4,823,471.70. This represents a 428.04% increase in their position. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CAO Scott R. Allen sold 2,000 shares of the business’s 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 sale, 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 position. The SEC filing for this sale provides additional information. Over the last quarter, insiders have bought 23,200 shares of company stock valued at $7,821,723 and have sold 53,623 shares valued at $21,832,908. 0.24% of the stock is currently owned by corporate insiders.

Micron Technology News Roundup

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

• Positive Sentiment: Blowout Q2 results and bullish guidance — Micron reported record revenue ($23.86B) and a huge EPS beat, and management issued very strong forward guidance that highlights AI/HBM demand and tight supply as drivers of continued margin expansion. Micron: Buy The Latest Blowout
• Positive Sentiment: Dividend hike tied to surging free cash flow — Coverage highlights a meaningful dividend increase (article cites a large raise) reflecting FCF strength, which strengthens the shareholder‑return story and supports valuation upside. Micron Technology Hikes Its Dividend 30% Due to Surging FCF
• Positive Sentiment: Analysts raising targets and reiterating buys — Multiple firms have lifted price targets and maintained buy ratings after the quarter, pushing model forecasts materially higher and supporting longer‑term upside. Micron Technology: Buy Rating Backed by Surging Profitability
• Neutral Sentiment: AI/data‑center runway remains the dominant macro theme — broader market pieces and sector analysis point to sustained AI infrastructure spending, which benefits Micron but also tightens expectations for future quarters. What to Expect From the Q1 Earnings Season: AI Strength
• Neutral Sentiment: Positive growth narratives and buy‑the‑dip sentiment are lifting interest in MU, but these are market‑wide themes rather than company‑specific catalysts. Here is Why Growth Investors Should Buy Micron (MU) Now
• Negative Sentiment: “Sell‑the‑news” and profit‑taking after the beat — despite the blowout numbers, the stock has seen a sharp intraday pullback as traders lock in gains after a massive multi‑quarter run; high expectations pushed valuations and opened the door for a correction. Micron Drops 4% Despite Strong Earnings: Is This a Buying Opportunity?
• Negative Sentiment: Analyst caution and bearish commentary — a subset of analysts and commentators are pointing to warning signs (sustainability of pricing, cyclicality, execution risks) that could cap the rally if supply or end‑market demand shifts. The Troubling Signs Coming Into Focus For Micron Investors
• Negative Sentiment: Elevated insider sales flagged by data aggregators — recent filings show significant insider selling activity, which some investors interpret as a near‑term negative signal despite firm fundamentals. Micron Technology Stock (MU) Opinions on Q2 Earnings Report

Micron Technology Price Performance

Shares of NASDAQ:MU opened at $404.35 on Tuesday. The company’s fifty day moving average price is $403.81 and its 200-day moving average price is $287.33. The company has a debt-to-equity ratio of 0.13, a current ratio of 2.90 and a quick ratio of 2.32. The firm has a market capitalization of $456.00 billion, a price-to-earnings ratio of 19.09 and a beta of 1.50. Micron Technology, Inc. has a one year low of $61.54 and a one year high of $471.34.

Micron Technology (NASDAQ:MU) last posted its quarterly earnings data on Wednesday, March 18th. The semiconductor manufacturer reported $12.20 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $8.50 by $3.70. Micron Technology had a net margin of 41.49% and a return on equity of 41.16%. The company had revenue of $23.86 billion during the quarter, compared to the consensus estimate of $18.90 billion. During the same period in the previous year, the firm posted $1.56 EPS. The firm’s revenue was up 196.3% compared to the same quarter last year. On average, equities research analysts anticipate that Micron Technology, Inc. will post 6.08 earnings per share for the current fiscal year.

Micron Technology Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, April 15th. Shareholders of record on Monday, March 30th will be paid a dividend of $0.15 per share. This represents a $0.60 annualized dividend and a yield of 0.1%. This is an increase from Micron Technology’s previous quarterly dividend of $0.12. The ex-dividend date of this dividend is Monday, March 30th. Micron Technology’s dividend payout ratio is presently 2.17%.

Micron Technology Company 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.