Andra AP fonden Has $57.20 Million Stock Position in Micron Technology, Inc. $MU

Andra AP fonden raised its stake in Micron Technology, Inc. (NASDAQ:MU) by 2,087.0% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 341,830 shares of the semiconductor manufacturer’s stock after purchasing an additional 326,200 shares during the quarter. Micron Technology accounts for about 0.7% of Andra AP fonden’s portfolio, making the stock its 18th biggest position. Andra AP fonden’s holdings in Micron Technology were worth $57,195,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Orleans Capital Management Corp LA bought a new position in Micron Technology during the second quarter valued at about $256,000. iA Global Asset Management Inc. grew its holdings in Micron Technology by 18.7% during the 3rd quarter. iA Global Asset Management Inc. now owns 146,890 shares of the semiconductor manufacturer’s stock valued at $24,578,000 after buying an additional 23,117 shares in the last quarter. Cary Street Partners Financial LLC increased its holdings in shares of Micron Technology by 25.0% in the second quarter. Cary Street Partners Financial LLC now owns 26,132 shares of the semiconductor manufacturer’s stock worth $3,221,000 after purchasing an additional 5,233 shares during the period. Wealthspire Advisors LLC raised its holdings in shares of Micron Technology by 27.8% in the 2nd quarter. Wealthspire Advisors LLC now owns 14,754 shares of the semiconductor manufacturer’s stock valued at $1,818,000 after acquiring an additional 3,208 shares in the last quarter. Finally, Wealthfront Advisers LLC lifted its position in Micron Technology by 9.8% during the third quarter. Wealthfront Advisers LLC now owns 95,396 shares of the semiconductor manufacturer’s stock valued at $15,962,000 after purchasing an additional 8,489 shares during the last quarter. Hedge funds and other institutional investors own 80.84% of the company’s stock.

Analysts Set New Price Targets

MU has been the topic of a number of recent research reports. KeyCorp increased their price target on shares of Micron Technology from $325.00 to $450.00 and gave the company an “overweight” rating in a research report on Tuesday, January 13th. Wells Fargo & Company lifted their price target on shares of Micron Technology from $335.00 to $410.00 and gave the company an “overweight” rating in a report on Thursday, January 15th. Wolfe Research raised their target price on Micron Technology from $300.00 to $350.00 and gave the company an “outperform” rating in a research note on Thursday, December 18th. Needham & Company LLC boosted their price target on Micron Technology from $380.00 to $450.00 and gave the stock a “buy” rating in a research report on Tuesday, February 17th. Finally, Citigroup lifted their target price on shares of Micron Technology from $330.00 to $385.00 and gave the stock a “buy” rating in a report on Thursday, January 15th. 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 stock. According to data from MarketBeat.com, Micron Technology has a consensus rating of “Buy” and an average target price of $358.38.

Insider Buying and Selling at Micron Technology

In related news, EVP April S. Arnzen sold 15,000 shares of Micron Technology stock in a transaction dated Monday, December 22nd. The stock was sold at an average price of $277.09, for a total value of $4,156,350.00. Following the completion of the transaction, the executive vice president owned 165,618 shares in the company, valued at approximately $45,891,091.62. This trade represents a 8.30% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, Director Teyin M. Liu bought 11,600 shares of the business’s stock in a transaction dated Tuesday, January 13th. The shares were bought at an average cost of $337.07 per share, for a total transaction of $3,910,012.00. Following the transaction, the director owned 14,310 shares in the company, valued at approximately $4,823,471.70. The trade was a 428.04% increase in their position. The SEC filing for this purchase provides additional information. Over 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 Trading Down 3.1%

Micron Technology stock opened at $415.56 on Friday. The company has a current ratio of 2.46, a quick ratio of 1.78 and a debt-to-equity ratio of 0.19. Micron Technology, Inc. has a 12-month low of $61.54 and a 12-month high of $455.50. The firm has a 50 day moving average of $366.07 and a 200 day moving average of $250.27. The firm has a market capitalization of $467.72 billion, a price-to-earnings ratio of 39.50 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 during the quarter, compared to the consensus estimate of $12.62 billion. During the same quarter in the prior year, the firm posted $1.79 EPS. Micron Technology’s quarterly revenue 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. As a group, research analysts predict that Micron Technology, Inc. will post 6.08 earnings per share for the current year.

Micron Technology Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Wednesday, January 14th. Shareholders of record on Monday, December 29th were paid a $0.115 dividend. The ex-dividend date was Monday, December 29th. This represents a $0.46 annualized dividend and a yield of 0.1%. Micron Technology’s payout ratio is presently 4.37%.

Trending Headlines about Micron Technology

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

• Positive Sentiment: S&P raised Micron’s credit rating to BBB, citing stronger AI-driven memory demand and improved financial metrics — a validation of Micron’s revenue and margin trajectory. Micron rating raised to BBB by S&P on AI demand growth
• Positive Sentiment: Micron is ramping a US$200B U.S. buildout to expand capacity for AI workloads — a large-capex commitment that supports long‑term revenue growth but also tests near‑term valuation. Micron Ramps US$200b US Buildout As AI Demand Tests Valuation
• Positive Sentiment: Multiple analyst and media pieces highlight Micron’s massive run (300%+ YTD/year) and sustained HBM tightness that should support pricing power and margins — reinforcing a bullish fundamental view. Up 326%, Should You Buy Micron Technology Right Now?
• Positive Sentiment: MarketBeat/sector writeups and Barchart analyses show MU outperforming peers and breaking out technically on AI/HBM strength — supporting the bullish narrative for further upside. How Is Micron Technology’s Stock Performance Compared to Other Semiconductor Stocks
• Neutral Sentiment: Industry hires (e.g., Atomera marketing appointment) and broader semiconductor commentary underline continued AI ecosystem investment but don’t directly change Micron’s near‑term outlook. Nishant Sinha Joins Atomera as Head of Marketing to Drive Strategy and Growth in Advanced Semiconductor Materials
• Neutral Sentiment: Comparative analyst pieces (e.g., Zacks) favor Micron over some AI plays based on HBM demand, but these are relative arguments rather than new company‑specific catalysts. Micron vs. Oracle: One AI Stock Is a Clear Buy Right Now
• Negative Sentiment: Technical analysis flags that MU is overextended near record highs and faces near‑term pullback risk unless it decisively clears those levels — a likely cause of today’s down move as traders take profits. Micron Technology (MU) Price Forecast: Rally Stalls Near Record Highs
• Negative Sentiment: Several pieces note valuation is being tested after the rally; that elevates sensitivity to any mixed macro data or earnings guidance and can exacerbate short‑term declines. Up Over 300%, Should You Buy Micron Stock Right Now?

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.