Micron Technology, Inc. $MU Shares Sold by Oppenheimer & Co. Inc.

Oppenheimer & Co. Inc. trimmed its position in shares of Micron Technology, Inc. (NASDAQ:MU) by 23.8% in the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 47,351 shares of the semiconductor manufacturer’s stock after selling 14,783 shares during the quarter. Oppenheimer & Co. Inc.’s holdings in Micron Technology were worth $7,923,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Norges Bank acquired a new position in Micron Technology during the second quarter worth about $1,980,700,000. Slate Path Capital LP acquired a new stake in Micron Technology in the 2nd quarter valued at about $317,751,000. Vanguard Group Inc. lifted its stake in Micron Technology by 1.9% in the 2nd quarter. Vanguard Group Inc. now owns 103,879,662 shares of the semiconductor manufacturer’s stock worth $12,803,168,000 after purchasing an additional 1,973,294 shares in the last quarter. State Street Corp lifted its stake in Micron Technology by 2.7% in the 2nd quarter. State Street Corp now owns 51,373,591 shares of the semiconductor manufacturer’s stock worth $6,331,795,000 after purchasing an additional 1,349,713 shares in the last quarter. Finally, Orbis Allan Gray Ltd boosted its holdings in shares of Micron Technology by 50.2% during the 2nd quarter. Orbis Allan Gray Ltd now owns 3,457,726 shares of the semiconductor manufacturer’s stock worth $426,165,000 after purchasing an additional 1,156,086 shares during the last quarter. Hedge funds and other institutional investors own 80.84% of the company’s stock.

Analyst Ratings Changes

Several equities research analysts recently commented on the company. Wall Street Zen raised Micron Technology from a “buy” rating to a “strong-buy” rating in a report on Sunday, November 23rd. Wells Fargo & Company raised their target price on Micron Technology from $335.00 to $410.00 and gave the stock an “overweight” rating in a research note on Thursday, January 15th. Stifel Nicolaus lifted their price target on Micron Technology from $300.00 to $360.00 and gave the stock a “buy” rating in a report on Tuesday, January 20th. TD Cowen boosted their price target 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, Deutsche Bank Aktiengesellschaft raised their price objective on shares of Micron Technology from $200.00 to $280.00 and gave the stock a “buy” rating in a research report on Tuesday, December 9th. Six research analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Buy” and an average price target of $349.76.

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

Insider Transactions at Micron Technology

In related news, CAO Scott R. Allen sold 2,000 shares of the stock in a transaction dated Tuesday, January 6th. The stock was sold at an average price of $337.50, for a total transaction of $675,000.00. Following the transaction, the chief accounting officer owned 38,237 shares of the company’s stock, valued at approximately $12,904,987.50. This represents a 4.97% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Manish H. Bhatia sold 26,623 shares of the stock in a transaction dated Thursday, January 22nd. The stock was sold at an average price of $391.04, for a total transaction of $10,410,657.92. Following the sale, the executive vice president directly owned 323,486 shares in the company, valued at $126,495,965.44. This represents a 7.60% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders have bought 23,200 shares of company stock worth $7,821,723 and have sold 73,623 shares worth $27,307,408. 0.24% of the stock is owned by corporate insiders.

Micron Technology Price Performance

Micron Technology stock opened at $383.50 on Tuesday. The company’s 50 day simple moving average is $321.54 and its 200-day simple moving average is $224.56. The company has a market capitalization of $431.63 billion, a price-to-earnings ratio of 36.45 and a beta of 1.51. Micron Technology, Inc. has a 1 year low of $61.54 and a 1 year 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.

Micron Technology (NASDAQ:MU) last posted 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 firm 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%. The firm’s quarterly revenue was up 56.7% on a year-over-year basis. During the same quarter last year, the company posted $1.79 EPS. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. As a group, equities research analysts expect that Micron Technology, Inc. will post 6.08 earnings per share for the current year.

Micron Technology Dividend Announcement

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