Micron Technology, Inc. $MU Stock Holdings Lifted by ING Groep NV

ING Groep NV lifted its stake in shares of Micron Technology, Inc. (NASDAQ:MU) by 356.4% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 636,516 shares of the semiconductor manufacturer’s stock after acquiring an additional 497,051 shares during the quarter. ING Groep NV owned 0.06% of Micron Technology worth $106,502,000 at the end of the most recent reporting period.

A number of other hedge funds have also modified their holdings of the stock. American Capital Advisory LLC boosted its position in shares of Micron Technology by 20.4% in the 3rd quarter. American Capital Advisory LLC now owns 272 shares of the semiconductor manufacturer’s stock valued at $46,000 after purchasing an additional 46 shares during the period. Teamwork Financial Advisors LLC lifted its stake 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 valued at $2,505,000 after buying an additional 53 shares in the last quarter. Blue Trust Inc. boosted its holdings in shares of Micron Technology by 0.5% in 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 during the period. Lodestone Wealth Management LLC increased its position in shares of Micron Technology by 3.2% in the third 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 in the last quarter. Finally, Allen Capital Group LLC raised its holdings in shares of Micron Technology by 1.2% during the third 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 during the period. 80.84% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of equities analysts recently commented on the stock. Wells Fargo & Company raised their price objective on shares of Micron Technology from $335.00 to $410.00 and gave the stock an “overweight” rating in a research note on Thursday, January 15th. Wolfe Research increased their target price on Micron Technology from $300.00 to $350.00 and gave the company an “outperform” rating in a report on Thursday, December 18th. The Goldman Sachs Group raised their target price on Micron Technology from $205.00 to $235.00 and gave the stock a “neutral” rating in a research report on Thursday, December 18th. Morgan Stanley upped their price target on Micron Technology from $338.00 to $350.00 and gave the company an “overweight” rating in a research report on Thursday, December 18th. Finally, Sanford C. Bernstein increased their price objective on Micron Technology from $270.00 to $330.00 and gave the stock an “outperform” rating in a research note on Friday, January 2nd. Six analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Buy” and a consensus target price of $349.76.

Micron Technology Price Performance

NASDAQ MU opened at $373.05 on Wednesday. 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 has a market cap of $419.87 billion, a price-to-earnings ratio of 35.46 and a beta of 1.51. The business has a 50 day simple moving average of $324.22 and a 200 day simple moving average of $226.41. Micron Technology, Inc. has a 52-week low of $61.54 and a 52-week high of $455.50.

Micron Technology (NASDAQ:MU) last announced 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 net margin of 28.15% and a return on equity of 22.71%. The firm had revenue of $13.64 billion for the quarter, compared to analyst estimates of $12.62 billion. During the same quarter in the previous year, the firm posted $1.79 earnings per share. The business’s revenue was up 56.7% on a year-over-year basis. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. Analysts anticipate that Micron Technology, Inc. will post 6.08 earnings per share for the current fiscal 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 issued a dividend of $0.115 per share. This represents a $0.46 dividend on an annualized basis and a yield of 0.1%. The ex-dividend date was Monday, December 29th. Micron Technology’s payout ratio is presently 4.37%.

Insider Activity

In other news, EVP Manish H. Bhatia sold 26,623 shares of Micron Technology stock in a transaction that occurred on 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 completion of the transaction, the executive vice president directly owned 323,486 shares in the company, valued at approximately $126,495,965.44. The trade was a 7.60% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CAO Scott R. Allen sold 2,000 shares of Micron Technology stock in a transaction on 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 directly owned 38,237 shares of the company’s stock, valued at approximately $12,904,987.50. This trade represents a 4.97% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders purchased 23,200 shares of company stock valued at $7,821,723 and sold 73,623 shares valued at $27,307,408. 0.24% of the stock is owned by insiders.

Key Headlines Impacting Micron Technology

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

• Positive Sentiment: Top TD Cowen analyst Krish Sankar raised a bull-side price target to $600, arguing prolonged DRAM market tightness could drive outsized upside for MU. MU Stock at $600 (Up 56%)? Top Analyst Cites Prolonged DRAM Market Tightness
• Positive Sentiment: UBS bumped its price target to $450, adding institutional support for higher targets and signaling continued analyst conviction behind Micron’s AI/DRAM positioning. UBS Raises Micron Technology (MU) Price Target to $450
• Positive Sentiment: Micron’s US$24 billion Singapore fab plan was highlighted as a major capacity and AI-memory growth catalyst that deepens its long-term AI memory story. Large-capex expansion supports revenue/market-share outlook. Micron’s US$24b Singapore Fab Deepens AI Memory Growth Story
• Positive Sentiment: Technical and momentum signals are bullish: a key trading signal around ~$370.40 coincided with intraday strength and attracted momentum traders. Micron Technology Shares Climb 3% Following Key Trading Signal
• Neutral Sentiment: Analyst commentary and coverage pieces (Zacks, Barrons, Motley Fool themes) emphasize Micron’s strong earnings growth, HBM demand, and AI exposure — factors that justify attention but also note valuation and cyclicality risks. Micron Is Quietly Outperforming NVIDIA – Don’t Ignore It
• Negative Sentiment: Competitive headwinds: Samsung announced mass production of next‑gen HBM4 chips and indicated shipments to Nvidia sooner than Micron’s planned rollout, raising near-term share and pricing risk for Micron’s HBM business. Samsung Stock Rises on Report of Next-Gen Chip Rollout. Why It Matters for Micron.
• Negative Sentiment: Market reactions to Samsung’s lead and Nvidia-related uncertainty have already pressured MU in recent sessions; some outlets flag short-term downside risk if Micron’s HBM4 timing or Nvidia content share disappoints. Micron stock falls after Samsung’s next-gen chip production news
• Negative Sentiment: Longer-term caution pieces ask whether Micron can avoid cyclical downturns after strong demand spikes — a reminder that high earnings and price momentum carry collapse risk if demand reverts. Can Micron Technology Stock Avoid a Future Collapse?

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.