Mn Services Vermogensbeheer B.V. Boosts Stake in Micron Technology, Inc. $MU

Mn Services Vermogensbeheer B.V. increased its holdings in shares of Micron Technology, Inc. (NASDAQ:MU) by 2.0% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 426,000 shares of the semiconductor manufacturer’s stock after acquiring an additional 8,200 shares during the period. Mn Services Vermogensbeheer B.V.’s holdings in Micron Technology were worth $71,278,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently modified their holdings of MU. Vanguard Group Inc. grew its holdings in Micron Technology by 1.9% in the second quarter. Vanguard Group Inc. now owns 103,879,662 shares of the semiconductor manufacturer’s stock valued at $12,803,168,000 after purchasing an additional 1,973,294 shares during the period. State Street Corp raised its stake in shares of Micron Technology by 2.7% during the 2nd quarter. State Street Corp now owns 51,373,591 shares of the semiconductor manufacturer’s stock worth $6,331,795,000 after buying an additional 1,349,713 shares during the period. Geode Capital Management LLC raised its stake in shares of 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 worth $3,152,974,000 after buying an additional 314,489 shares during the period. Norges Bank purchased a new position in shares of Micron Technology during the 2nd quarter valued at approximately $1,980,700,000. Finally, Invesco Ltd. grew its stake in Micron Technology by 3.2% in the 2nd quarter. Invesco Ltd. now owns 8,913,450 shares of the semiconductor manufacturer’s stock valued at $1,098,583,000 after acquiring an additional 277,507 shares during the period. Hedge funds and other institutional investors own 80.84% of the company’s stock.

Micron Technology Stock Performance

MU opened at $399.65 on Friday. The firm has a market capitalization of $449.81 billion, a PE ratio of 37.99 and a beta of 1.50. Micron Technology, Inc. has a twelve month low of $61.54 and a twelve month high of $412.43. The firm’s 50-day moving average price is $281.71 and its 200 day moving average price is $200.87. 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 (NASDAQ:MU) last released its quarterly earnings data on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 EPS for the quarter, beating analysts’ consensus estimates 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 earned $1.79 EPS. Micron Technology’s quarterly revenue was up 56.7% on a year-over-year basis. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. As a group, sell-side analysts expect that Micron Technology, Inc. will post 6.08 EPS for the current fiscal year.

Micron Technology Announces Dividend

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

Analyst Ratings Changes

A number of research firms have weighed in on MU. Barclays upped their price objective on shares of Micron Technology from $275.00 to $450.00 and gave the stock an “overweight” rating in a research report on Friday, January 16th. Mizuho boosted their target price on shares of Micron Technology from $290.00 to $390.00 and gave the stock an “outperform” rating in a research note on Friday, January 9th. Wedbush set a $320.00 price target on shares of Micron Technology in a research report on Thursday, December 18th. Cantor Fitzgerald raised their price target on shares of Micron Technology from $350.00 to $450.00 and gave the company an “overweight” rating in a research note on Wednesday, January 14th. Finally, Weiss Ratings upgraded Micron Technology from a “hold (c+)” rating to a “buy (b-)” rating in a report on Saturday, November 1st. Four investment analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat, Micron Technology presently has an average rating of “Buy” and an average price target of $346.66.

Trending Headlines about Micron Technology

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

• Positive Sentiment: HSBC raised its price target to $500 and kept a Buy rating — the firm sees meaningful upside to MU shares versus current levels and joins other shops increasing targets, amplifying buying interest.
• Positive Sentiment: Stifel bumped its price target to $360 while maintaining a Buy, citing AI cloud demand and strategic fab moves as margin and supply levers. Stifel Raises Micron Technology (MU) Price Target to $360, Keeps Buy Rating
• Positive Sentiment: TD Cowen raised its price target to $450 — another large upward revision that reinforces the consensus of improving fundamentals driven by AI-related memory demand. TD Cowen Increases Micron Technology (NASDAQ:MU) Price Target to $450.00
• Positive Sentiment: Rosenblatt, William Blair and other shops initiated/maintained bullish ratings (Outperform/Buy), increasing institutional attention and demand for shares ahead of results.
• Positive Sentiment: Recent coverage highlights a structural AI memory supercycle and calls Micron a key AI enabler — research pieces and commentary argue DRAM/HBM shortages should sustain elevated pricing and margins. Micron: This Party Is Just Getting Started
• Positive Sentiment: Insider buying: a reported $7.8M purchase by Micron insider Teyin Liu supports management confidence in the business outlook. Micron insider Teyin Liu just bought $7.8 million in MU stock. Should you buy shares too?
• Neutral Sentiment: Company commentary and CEO remarks emphasize a memory shortage and long lead times — bullish for pricing but also a reminder Micron is investing to expand capacity, which entails heavy capex. Micron CEO Calls Memory ‘Key Enabler’ Of AI As It Tackles ‘Long Lead Time’ To Address Chip Shortage
• Neutral Sentiment: Micron is spending on new fabs (reported $1.8B for a site) — strategic for long-term share but increases near-term capex and execution risk. As Micron spends $1.8 billion on a new chip fab site, should you buy MU stock?
• Neutral Sentiment: Analysts and preview pieces expect another very strong quarter; upcoming results will be a near-term catalyst and could amplify the move either way. Here’s What to Expect From Micron Technology’s Next Earnings Report

Insider Activity

In related news, Director Teyin M. Liu purchased 11,600 shares of Micron Technology stock in a transaction dated Wednesday, January 14th. The shares were acquired at an average price of $337.22 per share, for a total transaction of $3,911,752.00. Following the acquisition, the director directly owned 25,910 shares in the company, valued at approximately $8,737,370.20. The trade was a 81.06% increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CFO Mark J. Murphy sold 126,000 shares of the business’s stock in a transaction dated Thursday, October 30th. The shares were sold at an average price of $225.31, for a total transaction of $28,389,060.00. Following the transaction, the chief financial officer directly owned 219,693 shares in the company, valued at approximately $49,499,029.83. The trade was a 36.45% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 287,500 shares of company stock valued at $65,892,908 in the last 90 days. 0.24% of the stock is owned by insiders.

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.