Micron Technology, Inc. $MU Shares Sold by J. Safra Sarasin Holding AG

J. Safra Sarasin Holding AG lessened its stake in Micron Technology, Inc. (NASDAQ:MU) by 14.1% in the 3rd quarter, Holdings Channel reports. The firm owned 55,040 shares of the semiconductor manufacturer’s stock after selling 9,069 shares during the period. J. Safra Sarasin Holding AG’s holdings in Micron Technology were worth $9,209,000 at the end of the most recent quarter.

A number of other large investors also recently added to or reduced their stakes in the company. Investment Advisory Group LLC acquired a new stake in shares of Micron Technology in the third quarter valued at $261,000. One Wealth Advisors LLC grew its position in Micron Technology by 20.3% in the 3rd quarter. One Wealth Advisors LLC now owns 2,488 shares of the semiconductor manufacturer’s stock valued at $416,000 after acquiring an additional 420 shares in the last quarter. Alta Wealth Advisors LLC purchased a new stake in Micron Technology during the third quarter worth about $627,000. Pilgrim Partners Asia Pte Ltd acquired a new stake in shares of Micron Technology during the third quarter worth about $100,000. Finally, Belpointe Asset Management LLC boosted its stake in shares of Micron Technology by 25.6% in the third quarter. Belpointe Asset Management LLC now owns 21,326 shares of the semiconductor manufacturer’s stock valued at $3,568,000 after purchasing an additional 4,340 shares during the period. 80.84% of the stock is currently owned by institutional investors and hedge funds.

Micron Technology Trading Down 2.6%

NASDAQ:MU opened at $389.09 on Tuesday. Micron Technology, Inc. has a 1 year low of $61.54 and a 1 year high of $412.43. The stock has a market cap of $437.92 billion, a P/E ratio of 36.99 and a beta of 1.50. The company has a debt-to-equity ratio of 0.19, a quick ratio of 1.78 and a current ratio of 2.46. The stock has a 50-day simple moving average of $284.66 and a 200-day simple moving average of $203.84.

Micron Technology (NASDAQ:MU) last posted 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. The firm 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%.The firm’s revenue was up 56.7% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.79 earnings per share. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. As a group, analysts anticipate that Micron Technology, Inc. will post 6.08 earnings per share for the current fiscal year.

Micron Technology Announces Dividend

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

Analyst Upgrades and Downgrades

Several brokerages recently weighed in on MU. JPMorgan Chase & Co. upped their target price on shares of Micron Technology from $220.00 to $350.00 and gave the stock an “overweight” rating in a research note on Thursday, December 18th. William Blair began coverage on shares of Micron Technology in a research note on Thursday, January 22nd. They issued an “outperform” rating for the company. Sanford C. Bernstein increased their price objective on Micron Technology from $270.00 to $330.00 and gave the company an “outperform” rating in a research note on Friday, January 2nd. Itau BBA Securities reissued an “outperform” rating on shares of Micron Technology in a research note on Thursday, December 18th. Finally, Piper Sandler increased their price target on Micron Technology from $275.00 to $400.00 and gave the company an “overweight” rating in a research report on Wednesday, January 7th. Four equities research analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating and three have issued a Hold rating to the company. According to MarketBeat, Micron Technology currently has a consensus rating of “Buy” and a consensus price target of $346.66.

Micron Technology News Roundup

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

• Positive Sentiment: Micron announced a roughly $24 billion, 10-year investment to build an advanced wafer fab in Singapore to boost NAND output and support AI-driven demand; this signals long-term revenue and capacity commitment, though production won’t start until 2H 2028. Micron plans $24-billion memory chipmaking plant in Singapore
• Positive Sentiment: Wall Street and independent analysts are lifting coverage and targets (e.g., William Blair initiated “Outperform”), reflecting confidence Micron will capture AI-related HBM and NAND pricing power and profit expansion. Micron (MU) Draws Outperform Initiation on AI Memory Tailwinds
• Positive Sentiment: Ongoing tight memory supply and AI-driven demand continue to support pricing and order visibility for Micron’s HBM/NAND products — a key underpinning for the recent multi-week rally. Micron to Plow $24 Billion Into Singapore AI Chip Plant. It’s Wary of a Supply Glut.
• Neutral Sentiment: Market momentum and analyst chatter are driving short-term flows; brokers’ upgrades can amplify moves but are not a guarantee of sustained gains — monitor fresh rating changes and guidance. Brokers Suggest Investing in Micron (MU)
• Neutral Sentiment: Chinese supplier Shenzhen China Micro Semicon raised prices 15–50% for certain chips, signaling broader industry cost/price dynamics — this may help pricing generally but is not a direct Micron development. China Micron Semicon raises chip prices by up to 50%
• Negative Sentiment: Competition risk: reports that Samsung is qualifying/mass-producing next?gen HBM4 for Nvidia could take share and pricing leverage away from Micron in the near term, pressuring sentiment. Micron Technology Stock Slips on Nvidia-Samsung Supply Deal
• Negative Sentiment: Insider activity is mixed: a director purchased shares (bullish signal) but EVP Manish Bhatia sold ~26,600 shares (~7.6% reduction of his position), which some investors view as modestly negative or simply personal liquidity. SEC Filing: Insider Sale (Manish H. Bhatia)
• Negative Sentiment: Short-term pullback/profit-taking: MU ran a multi?session rally (+~20% over a week) and some intraday weakness looks like investors locking gains rather than a shift in the long-term thesis. Micron dips after a six-session rally

Insider Buying and Selling

In related news, EVP Manish H. Bhatia sold 26,623 shares of the company’s stock in a transaction dated Thursday, January 22nd. The stock was sold at an average price of $391.04, for a total value of $10,410,657.92. Following the completion of the sale, the executive vice president directly owned 323,486 shares of the company’s stock, valued at $126,495,965.44. This represents a 7.60% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Teyin M. Liu purchased 11,600 shares of the business’s stock in a transaction on Wednesday, January 14th. The shares were purchased at an average cost of $337.22 per share, for a total transaction of $3,911,752.00. Following the transaction, the director owned 25,910 shares of the company’s stock, valued at $8,737,370.20. This trade represents a 81.06% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Insiders have sold a total of 209,623 shares of company stock valued at $53,066,945 over the last ninety days. Company insiders own 0.24% of the company’s stock.

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.