Banque Cantonale Vaudoise Has $3.62 Million Stock Holdings in Micron Technology, Inc. $MU

Banque Cantonale Vaudoise grew its holdings in shares of Micron Technology, Inc. (NASDAQ:MU) by 13.2% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 21,623 shares of the semiconductor manufacturer’s stock after buying an additional 2,522 shares during the quarter. Banque Cantonale Vaudoise’s holdings in Micron Technology were worth $3,617,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently made changes to their positions in the business. Vanguard Group Inc. grew its holdings in Micron Technology by 0.7% during the third quarter. Vanguard Group Inc. now owns 104,653,450 shares of the semiconductor manufacturer’s stock worth $17,510,615,000 after buying an additional 773,788 shares in the last quarter. State Street Corp lifted its stake in Micron Technology by 2.7% during 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 acquiring an additional 1,349,713 shares in the last quarter. Geode Capital Management LLC lifted its stake in Micron Technology by 1.2% during the 2nd quarter. Geode Capital Management LLC now owns 25,690,491 shares of the semiconductor manufacturer’s stock valued at $3,152,974,000 after acquiring an additional 314,489 shares in the last quarter. Norges Bank purchased a new position in Micron Technology during the 2nd quarter worth $1,980,700,000. Finally, Invesco Ltd. boosted its holdings in Micron Technology by 3.2% during the 2nd quarter. Invesco Ltd. now owns 8,913,450 shares of the semiconductor manufacturer’s stock worth $1,098,583,000 after acquiring an additional 277,507 shares during the last quarter. Institutional investors and hedge funds own 80.84% of the company’s stock.

Wall Street Analyst Weigh In

Several analysts have recently commented on MU shares. Wall Street Zen upgraded shares of Micron Technology from a “buy” rating to a “strong-buy” rating in a report on Sunday, November 23rd. Raymond James Financial boosted their price target on shares of Micron Technology from $190.00 to $310.00 and gave the stock an “outperform” rating in a report on Thursday, December 18th. Citigroup upped their price objective on shares of Micron Technology from $385.00 to $430.00 and gave the stock a “buy” rating in a research report on Monday. HSBC increased their price objective on shares of Micron Technology from $350.00 to $500.00 and gave the company a “buy” rating in a research note on Friday, January 23rd. Finally, Rosenblatt Securities restated a “buy” rating and issued a $500.00 target price on shares of Micron Technology in a research note on Tuesday, January 20th. Six investment analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and three have issued a Hold rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Buy” and an average target price of $381.14.

Key Headlines Impacting Micron Technology

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

• Positive Sentiment: Strong analyst support and big price‑target raises (Citigroup, Susquehanna, Stifel, Aletheia and others) have lifted sentiment and likely contributed to buying ahead of earnings. Should You Buy Micron Stock Before March 18? Citi Analysts Say Yes.
• Positive Sentiment: Market writeups highlight AI-driven memory demand, tight HBM supply and server DDR5 opportunity — fundamentals that underpin estimates of further revenue and margin upside. AI Bottlenecks: 3 Stocks Poised to Gain from the AI Buildout
• Positive Sentiment: Company milestones — shipping large‑capacity server LPDDR modules and expanding India assembly/testing — and partnership/expansion headlines are being cited as catalysts that support a higher valuation. Micron’s AI Memory Milestone And India Expansion Raise Valuation Questions
• Positive Sentiment: Pre‑earnings momentum and sector strength are drawing investors (multiple outlets note multi‑week gains and inclusion chatter around the S&P 100), prompting short‑term buying. Micron stock draws buzz on S&P 100 inclusion
• Neutral Sentiment: General bullish coverage and “why to like” pieces (Fool, Yahoo, 247Wall) are amplifying attention but mostly restate consensus drivers rather than new, stock‑moving data. Micron Technology: Analyzing Its Potential in a Booming Industry
• Neutral Sentiment: Macro noise (e.g., a deleted Energy Secretary tweet that roiled oil markets) increases intraday volatility risk but is not MU‑specific. Deleted Tweet From Energy Secretary Sends Oil Markets on Another Wild Ride
• Negative Sentiment: Product‑sourcing news: reports that NVIDIA chose Samsung and SK Hynix for next‑gen HBM4 could pressure Micron’s hopes for share gains in that specific HBM cycle. Nvidia Selects HBM4 Memory Suppliers
• Negative Sentiment: Critical takes and concern pieces warn about concentration, competition and market cyclicality (some articles call parts of the market “vulnerable” or point to stagnation), which could amplify pullbacks if guidance disappoints. This part of the market looks ’very vulnerable’ to a deeper pullback

Insiders Place Their Bets

In other news, EVP Sumit Sadana sold 25,000 shares of the business’s stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $429.89, for a total value of $10,747,250.00. Following the sale, the executive vice president owned 248,021 shares of the company’s stock, valued at $106,621,747.69. The trade was a 9.16% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, EVP April S. Arnzen sold 15,000 shares of the firm’s stock in a transaction that occurred on Monday, December 22nd. The stock was sold at an average price of $277.09, for a total transaction of $4,156,350.00. Following the completion of the transaction, the executive vice president directly owned 165,618 shares of the company’s stock, valued at approximately $45,891,091.62. This trade represents a 8.30% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders purchased 23,200 shares of company stock worth $7,821,723 and sold 73,623 shares worth $27,307,408. 0.24% of the stock is currently owned by insiders.

Micron Technology Trading Up 3.5%

NASDAQ:MU opened at $403.11 on Wednesday. The company has a current ratio of 2.46, a quick ratio of 1.78 and a debt-to-equity ratio of 0.19. The stock has a market capitalization of $453.70 billion, a PE ratio of 38.32 and a beta of 1.50. The firm’s 50 day moving average is $384.09 and its 200 day moving average is $267.51. Micron Technology, Inc. has a 12 month low of $61.54 and a 12 month high of $455.50.

Micron Technology (NASDAQ:MU) last announced its quarterly earnings data on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 earnings per share for the quarter, beating the consensus estimate of $3.77 by $1.01. Micron Technology had a return on equity of 22.71% and a net margin of 28.15%.The business had revenue of $13.64 billion during the quarter, compared to analyst estimates of $12.62 billion. During the same period in the prior year, the company earned $1.79 earnings per share. Micron Technology’s 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. Sell-side analysts expect that Micron Technology, Inc. will post 6.08 earnings per share for the current year.

Micron Technology Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, January 14th. Investors of record on Monday, December 29th were paid a $0.115 dividend. 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 currently 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.