Micron Technology, Inc. $MU Shares Sold by Caisse Des Depots ET Consignations

Caisse Des Depots ET Consignations decreased its holdings in shares of Micron Technology, Inc. (NASDAQ:MU) by 91.4% during the third quarter, according to its most recent disclosure with the SEC. The fund owned 9,239 shares of the semiconductor manufacturer’s stock after selling 98,052 shares during the period. Caisse Des Depots ET Consignations’ holdings in Micron Technology were worth $1,546,000 at the end of the most recent quarter.

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

Micron Technology Trading Up 9.9%

MU stock opened at $410.34 on Thursday. Micron Technology, Inc. has a 52-week low of $61.54 and a 52-week high of $455.50. 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 firm has a market cap of $461.84 billion, a P/E ratio of 39.01 and a beta of 1.52. The company’s 50-day simple moving average is $327.74 and its 200-day simple moving average is $227.69.

Micron Technology (NASDAQ:MU) last released its quarterly earnings results 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 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 quarter in the prior year, the firm posted $1.79 EPS. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. As a group, equities analysts forecast that Micron Technology, Inc. will post 6.08 EPS for the current fiscal year.

Micron Technology Dividend Announcement

The business also recently declared 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 yield of 0.1%. The ex-dividend date of this dividend was Monday, December 29th. Micron Technology’s payout ratio is presently 4.37%.

Micron Technology News Summary

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

• Positive Sentiment: TD Cowen bumped its bull-side target to $600, arguing DRAM market tightness could persist and support sustained pricing — a high-profile, upside-driving call that likely lifted investor sentiment. Micron Stock Gets a New Street-High $600 Target — TD Cowen Sees 55% Upside.
• Positive Sentiment: Morgan Stanley raised its price target to $450 and kept an “overweight” view, adding institutional validation to the rally and suggesting more analyst-driven buying. Benzinga: PT raised to $450
• Positive Sentiment: Micron’s CFO said HBM4 is in high‑volume production and has begun shipping to customers — concrete evidence that premium HBM demand (high-margin, AI-centric) is converting into revenue. Micron’s stock pops. Here’s what an executive just said to calm nervous investors.
• Neutral Sentiment: Analysts and media pieces highlight structural AI-driven memory demand and Micron’s execution vs. peers — supportive context for the rally but also increase market expectations. Can Micron (MU) Sustain Momentum? Analysts Point to Pricing Tailwinds
• Negative Sentiment: Several reminder pieces flag the memory sector’s cyclicality and valuation risks — analysts and commentators caution that strong near‑term results could reverse if supply/demand balances change. How High Can Micron Go In the Memory Supercycle?
• Negative Sentiment: Valuation critics note Micron still looks expensive on some metrics despite growth, creating vulnerability to profit‑taking or any demand softness. Micron: Valuation Is Still In The Dust

Analysts Set New Price Targets

Several analysts have weighed in on the company. HSBC boosted their price target on Micron Technology from $350.00 to $500.00 and gave the company a “buy” rating in a research note on Friday, January 23rd. Wall Street Zen upgraded Micron Technology from a “buy” rating to a “strong-buy” rating in a research report on Sunday, November 23rd. Piper Sandler increased their price target on shares of Micron Technology from $275.00 to $400.00 and gave the stock an “overweight” rating in a report on Wednesday, January 7th. Wedbush set a $320.00 price objective on shares of Micron Technology in a research note on Thursday, December 18th. Finally, UBS Group upped their price objective on shares of Micron Technology from $300.00 to $400.00 and gave the company a “buy” rating in a report on Wednesday, January 7th. Six investment analysts have rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and three have given a Hold rating to the company. According to MarketBeat.com, Micron Technology has an average rating of “Buy” and a consensus target price of $353.21.

Insider Activity at Micron Technology

In related news, EVP Sumit Sadana sold 25,000 shares of the company’s stock in a transaction dated 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 transaction, the executive vice president 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 document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Teyin M. Liu purchased 11,600 shares of the firm’s stock in a transaction that occurred on Tuesday, January 13th. The stock was bought at an average cost of $337.07 per share, for a total transaction of $3,910,012.00. Following the completion of the purchase, the director directly owned 14,310 shares in the company, valued at $4,823,471.70. This represents a 428.04% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. In the last three months, insiders acquired 23,200 shares of company stock valued at $7,821,723 and sold 73,623 shares valued at $27,307,408. Insiders own 0.24% of the company’s stock.

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.