Micron Technology, Inc. $MU Shares Acquired by Zions Bancorporation National Association UT

Zions Bancorporation National Association UT increased its holdings in shares of Micron Technology, Inc. (NASDAQ:MU) by 193.8% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 3,496 shares of the semiconductor manufacturer’s stock after purchasing an additional 2,306 shares during the period. Zions Bancorporation National Association UT’s holdings in Micron Technology were worth $585,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently bought and sold shares of MU. American Capital Advisory LLC boosted its stake in shares of Micron Technology by 20.4% during the third quarter. American Capital Advisory LLC now owns 272 shares of the semiconductor manufacturer’s stock worth $46,000 after buying an additional 46 shares during the period. Teamwork Financial Advisors LLC raised its stake in Micron Technology by 0.4% during the 3rd quarter. Teamwork Financial Advisors LLC now owns 14,974 shares of the semiconductor manufacturer’s stock valued at $2,505,000 after acquiring an additional 53 shares during the last quarter. Blue Trust Inc. raised its stake in Micron Technology by 0.5% during the 3rd quarter. Blue Trust Inc. now owns 10,633 shares of the semiconductor manufacturer’s stock valued at $1,779,000 after acquiring an additional 53 shares during the last quarter. Lodestone Wealth Management LLC lifted its position in Micron Technology by 3.2% during the 3rd 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 during the period. Finally, Allen Capital Group LLC grew its stake in shares of Micron Technology by 1.2% in the 3rd quarter. Allen Capital Group LLC now owns 4,554 shares of the semiconductor manufacturer’s stock valued at $762,000 after purchasing an additional 54 shares during the last quarter. 80.84% of the stock is owned by hedge funds and other institutional investors.

Micron Technology Stock Performance

Shares of MU opened at $399.78 on Wednesday. The company has a quick ratio of 1.78, a current ratio of 2.46 and a debt-to-equity ratio of 0.19. Micron Technology, Inc. has a 52-week low of $61.54 and a 52-week high of $455.50. The company has a 50-day simple moving average of $341.22 and a 200-day simple moving average of $236.94. The company has a market capitalization of $449.96 billion, a PE ratio of 38.00 and a beta of 1.52.

Micron Technology (NASDAQ:MU) last issued its earnings results on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 earnings per share for the quarter, topping the consensus estimate of $3.77 by $1.01. Micron Technology had a net margin of 28.15% and a return on equity of 22.71%. The company had revenue of $13.64 billion for the quarter, compared to analyst estimates of $12.62 billion. During the same period in the prior year, the business posted $1.79 earnings per share. The firm’s revenue for the quarter was up 56.7% compared to the same quarter last year. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. Equities research analysts predict that Micron Technology, Inc. will post 6.08 earnings per share for the current fiscal year.

Micron Technology Announces Dividend

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 dividend of $0.115 per share. The ex-dividend date of this dividend was Monday, December 29th. This represents a $0.46 annualized dividend and a yield of 0.1%. Micron Technology’s payout ratio is currently 4.37%.

Insider Activity at Micron Technology

In related news, EVP Manish H. Bhatia sold 26,623 shares of the stock in a transaction dated Thursday, January 22nd. The shares were sold at an average price of $391.04, for a total value of $10,410,657.92. Following the sale, the executive vice president directly owned 323,486 shares of the company’s stock, valued at approximately $126,495,965.44. This represents a 7.60% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Teyin M. Liu bought 7,820 shares of the company’s stock in a transaction on Wednesday, January 14th. The shares were acquired at an average price of $337.50 per share, with a total value of $2,639,250.00. Following the completion of the acquisition, the director directly owned 25,910 shares in the company, valued at $8,744,625. This represents a 43.23% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. In the last 90 days, insiders bought 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 company insiders.

Analyst Upgrades and Downgrades

MU has been the subject of several analyst reports. Rosenblatt Securities restated a “buy” rating and set a $500.00 price target on shares of Micron Technology in a research note on Tuesday, January 20th. Stifel Nicolaus boosted their price objective on shares of Micron Technology from $300.00 to $360.00 and gave the company a “buy” rating in a research note on Tuesday, January 20th. Morgan Stanley upped their price objective on shares of Micron Technology from $350.00 to $450.00 and gave the stock an “overweight” rating in a research report on Wednesday, February 11th. Mizuho lifted their target price on shares of Micron Technology from $390.00 to $480.00 and gave the company an “outperform” rating in a report on Tuesday, January 27th. Finally, Needham & Company LLC boosted their price target on shares of Micron Technology from $380.00 to $450.00 and gave the stock a “buy” rating in a research note on Tuesday. Six research 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’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Buy” and an average price target of $358.38.

More Micron Technology News

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

• Positive Sentiment: HBM4 stock sold out and early HBM4 ramp: Reports say Micron has sold out 2026 HBM4 capacity and is ramping HBM4 early, reinforcing immediate pricing power and AI memory scarcity that support higher revenue and margins. Micron Technology (MU) Is Up 10.3% After 2026 HBM4 Capacity Sells Out On AI Demand
• Positive Sentiment: Institutional conviction: Activist/hedge‑fund moves show buy interest — David Tepper’s Appaloosa reportedly increased its MU stake ~250%, signaling confidence from a major investor and supporting momentum. David Tepper’s Appaloosa Ups Micron Stake By 250%, Trims Nvidia And Amazon
• Positive Sentiment: Analyst upgrades / higher targets: Needham and other firms have raised price targets and kept Buy ratings (Needham to $450), which supports further upside expectations among discretionary buyers. Needham raises Micron price target to $450 (coverage roundup)
• Neutral Sentiment: Massive capex plan — long-term upside but execution risk: Coverage highlights Micron’s multiyear, large-scale manufacturing spend (reported ~$200B buildout) to close AI memory shortage; this is bullish for long‑term revenue but increases near‑term execution and capital allocation scrutiny. Micron Is Spending $200 Billion to Break the AI Memory Bottleneck
• Neutral Sentiment: Technical/ momentum bulls remain: Analysis from MarketBeat and others point to support near current levels and institutional accumulation, suggesting dips may attract buyers — but these are conditional on continued execution and guidance. Micron’s Run Isn’t Over—3 Signals Point to More Upside
• Negative Sentiment: Short‑term pullback/profit‑taking: Several market updates note MU is down today as investors trim gains after a large run, creating near‑term selling pressure despite positive fundamental updates. Micron (MU) Stock Declines While Market Improves: Some Information for Investors
• Negative Sentiment: Valuation and volatility warnings: Commentaries (Forbes, Blockonomi and others) caution that MU’s rapid multi‑hundred percent run raises the risk of sharp corrections and that the stock remains vulnerable if guidance or ramp timelines disappoint. Why The Micron Stock Meltdown Is Overdue

About Micron Technology

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.