APG Asset Management N.V. Buys 11,700 Shares of Micron Technology, Inc. $MU

APG Asset Management N.V. lifted its stake in shares of Micron Technology, Inc. (NASDAQ:MU) by 1.8% in the third quarter, according to the company in its most recent filing with the SEC. The fund owned 677,238 shares of the semiconductor manufacturer’s stock after buying an additional 11,700 shares during the quarter. APG Asset Management N.V. owned about 0.06% of Micron Technology worth $113,315,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also bought and sold shares of the stock. Norges Bank bought a new stake in shares of Micron Technology during the second quarter worth approximately $1,980,700,000. Slate Path Capital LP acquired a new stake in Micron Technology during the 2nd quarter worth approximately $317,751,000. Vanguard Group Inc. lifted its holdings in Micron Technology by 1.9% during 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 during the last quarter. State Street Corp boosted 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 valued at $6,331,795,000 after purchasing an additional 1,349,713 shares during the period. Finally, Orbis Allan Gray Ltd grew its holdings in Micron Technology by 50.2% in the 2nd quarter. Orbis Allan Gray Ltd now owns 3,457,726 shares of the semiconductor manufacturer’s stock valued at $426,165,000 after buying an additional 1,156,086 shares in the last quarter. Institutional investors and hedge funds own 80.84% of the company’s stock.

Key Micron Technology News

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

• Positive Sentiment: S&P upgraded Micron to BBB, citing stronger margins and cash flow tied to AI-driven memory demand — a credit boost that reduces financial risk and supports capacity spending. Micron Technology Upgraded to BBB by S&P on AI-Driven Growth
• Positive Sentiment: Micron outlined an aggressive U.S. capacity build (up to US$200B through 2030) and says next‑gen HBM4 shipments are ahead of schedule with 2026 HBM output already allocated — evidence demand for AI memory remains strong and supports future revenue. Micron’s US$200b AI Memory Bet Puts Growth And Cycles In Focus
• Positive Sentiment: Several analyst and feature pieces argue Micron remains underweighted versus its AI-driven fundamentals despite a 250–300% rally, highlighting structural HBM/DRAM tightness and continued upside potential. Why Micron (MU) Remains Undervalued Despite a 300% Rally
• Neutral Sentiment: Comparisons with peers (SanDisk, others) and analyst coverage are intensifying — competition and product mix (NAND vs HBM/DRAM) will shape relative upside. SanDisk vs. Micron: Which AI Memory Stock Offers More Upside?
• Neutral Sentiment: Social‑media chatter (WallStreetBets) and general market noise are mixed/soft, which can amplify short‑term swings but doesn’t change fundamentals. Social Buzz: Wallstreetbets Stocks Mostly Lower Pre-bell Friday; Netflix to Advance, Duolingo to Decline
• Negative Sentiment: Technical and valuation risks: several commentators flag that MU is overextended after its run and a short-term pause/pullback is possible — investors may be locking in gains. Micron Technology (MU) Price Forecast: Rally Stalls Near Record Highs
• Negative Sentiment: Some cautionary pieces question whether Wall Street optimism is fully justified, highlighting the risk of crowded positioning and valuation compression if memory cycles normalize. Is It Worth Investing in Micron (MU) Based on Wall Street’s Bullish Views?

Insider Activity at Micron Technology

In other news, Director Teyin M. Liu acquired 11,600 shares of Micron Technology stock in a transaction that occurred on Tuesday, January 13th. The shares were acquired at an average price of $337.07 per share, for a total transaction of $3,910,012.00. Following the transaction, the director directly owned 14,310 shares of the company’s stock, valued at approximately $4,823,471.70. The trade was a 428.04% increase in their position. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Steven J. Gomo sold 5,000 shares of the company’s stock in a transaction dated Friday, December 19th. The stock was sold at an average price of $263.63, for a total value of $1,318,150.00. Following the completion of the transaction, the director directly owned 19,139 shares of the company’s stock, valued at approximately $5,045,614.57. The trade was a 20.71% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders acquired 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 currently owned by corporate insiders.

Wall Street Analysts Forecast Growth

MU has been the subject of a number of research reports. Raymond James Financial lifted their target price on Micron Technology from $190.00 to $310.00 and gave the stock an “outperform” rating in a report on Thursday, December 18th. Stifel Nicolaus raised their price target on shares of Micron Technology from $300.00 to $360.00 and gave the stock a “buy” rating in a research report on Tuesday, January 20th. Wedbush set a $320.00 price objective on shares of Micron Technology in a report on Thursday, December 18th. UBS Group raised their target price on shares of Micron Technology from $300.00 to $400.00 and gave the stock a “buy” rating in a report on Wednesday, January 7th. Finally, HSBC lifted their price target on shares of Micron Technology from $350.00 to $500.00 and gave the company a “buy” rating in a research report on Friday, January 23rd. Six analysts have rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Buy” and a consensus price target of $358.38.

Micron Technology Price Performance

Micron Technology stock opened at $412.37 on Friday. The stock has a fifty day moving average of $369.00 and a 200-day moving average of $253.14. The stock has a market capitalization of $464.13 billion, a P/E ratio of 39.20 and a beta of 1.52. 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, Inc. has a 52 week low of $61.54 and a 52 week high of $455.50.

Micron Technology (NASDAQ:MU) last released its earnings results on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.77 by $1.01. Micron Technology had a return on equity of 22.71% and a net margin of 28.15%.The firm had revenue of $13.64 billion for the quarter, compared to analysts’ expectations of $12.62 billion. During the same quarter in the previous year, the business posted $1.79 earnings per share. The business’s revenue for the quarter was up 56.7% on a year-over-year basis. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. On average, sell-side analysts expect that Micron Technology, Inc. will post 6.08 earnings per share for the current fiscal year.

Micron Technology Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Wednesday, January 14th. Shareholders of record on Monday, December 29th were paid a dividend of $0.115 per share. This represents a $0.46 dividend on an annualized basis and a dividend 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 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.