Micron Technology, Inc. $MU Shares Sold by Mizuho Securities Co. Ltd.

Mizuho Securities Co. Ltd. trimmed its position in Micron Technology, Inc. (NASDAQ:MU) by 94.6% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 820 shares of the semiconductor manufacturer’s stock after selling 14,230 shares during the quarter. Micron Technology makes up 0.9% of Mizuho Securities Co. Ltd.’s investment portfolio, making the stock its 17th largest position. Mizuho Securities Co. Ltd.’s holdings in Micron Technology were worth $137,000 at the end of the most recent quarter.

Other institutional investors have also modified their holdings of the company. First Command Advisory Services Inc. increased its holdings in Micron Technology by 225.0% in the second quarter. First Command Advisory Services Inc. now owns 221 shares of the semiconductor manufacturer’s stock valued at $27,000 after buying an additional 153 shares during the last quarter. Barnes Dennig Private Wealth Management LLC acquired a new position in shares of Micron Technology during the 3rd quarter worth about $27,000. Howard Hughes Medical Institute purchased a new position in Micron Technology in the second quarter valued at approximately $30,000. AlphaQuest LLC raised its stake in Micron Technology by 13,250.0% during the 2nd quarter. AlphaQuest LLC now owns 267 shares of the semiconductor manufacturer’s stock worth $33,000 after acquiring an additional 265 shares in the last quarter. Finally, WealthCollab LLC lifted its holdings in shares of Micron Technology by 4,500.0% in the 2nd quarter. WealthCollab LLC now owns 276 shares of the semiconductor manufacturer’s stock valued at $34,000 after purchasing an additional 270 shares during the last quarter. 80.84% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at Micron Technology

In related news, CFO Mark J. Murphy sold 126,000 shares of the firm’s stock in a transaction dated Thursday, October 30th. The stock was sold at an average price of $225.31, for a total transaction of $28,389,060.00. Following the completion of the transaction, the chief financial officer owned 219,693 shares of the company’s stock, valued at $49,499,029.83. This trade represents a 36.45% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, EVP April S. Arnzen sold 15,000 shares of Micron Technology 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 owned 165,618 shares in the company, valued at approximately $45,891,091.62. This trade represents a 8.30% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 287,500 shares of company stock valued at $65,892,908. Company insiders own 0.24% of the company’s stock.

Micron Technology Stock Up 0.6%

Shares of NASDAQ:MU opened at $365.00 on Wednesday. Micron Technology, Inc. has a 1 year low of $61.54 and a 1 year high of $381.56. The stock has a 50-day simple moving average of $272.56 and a 200-day simple moving average of $196.19. The stock has a market capitalization of $410.81 billion, a P/E ratio of 34.70 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.

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, beating 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 business had revenue of $13.64 billion for the quarter, compared to analyst estimates of $12.62 billion. During the same quarter in the previous year, the business posted $1.79 EPS. The business’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. Equities analysts forecast 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. Investors of record on Monday, December 29th were issued a $0.115 dividend. The ex-dividend date of this dividend was Monday, December 29th. This represents a $0.46 annualized dividend and a dividend yield of 0.1%. Micron Technology’s dividend payout ratio (DPR) is 4.37%.

Key Headlines Impacting Micron Technology

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

• Positive Sentiment: Multiple analysts raised price targets after Micron’s strong quarter and outlook, lifting upside expectations (targets cited up to $500 and several in the $400–$450 range). Higher targets and buy ratings support further upside momentum. Micron (MU) Stock: Wall Street Eyes $450 Target After Record Quarter
• Positive Sentiment: Company confirmations that AI customers are fully consuming available supply (100% sell-through to AI leaders) reinforce the narrative of an acute memory shortage, implying stronger pricing and margins ahead. Nvidia’s Gain, Your Loss: Micron Confirms 100% Sell-Through to AI Leaders
• Positive Sentiment: Micron is expanding capacity via a $1.8B acquisition of a Powerchip fab in Taiwan and by breaking ground on a New York megafab — moves that should shorten the path to servicing persistent AI memory demand and support revenue growth. Micron To Buy Taiwanese Chip Fab For $1.8 Billion As AI Drives DRAM Demand
• Positive Sentiment: Prominent bullish commentary (including Jim Cramer and other AI-focused analyst write-ups) reiterates that Micron is a core AI memory play with room to run, helping retail and momentum flows. Jim Cramer Says AI Stocks Micron and Sandisk Can Go Even Higher
• Neutral Sentiment: Technical/trading alerts (Power Inflow signal) and heavy volume spikes have triggered short-term buying from traders; useful for momentum but not a long-term guarantee. Micron Technology Shares Up Over 2% Following Key Trading Signal
• Neutral Sentiment: Insider and institutional activity is mixed — some high-profile insider sales are reported alongside selective insider buying and sizable institutional position changes; interpret as partial profit-taking amid a big run-up. Micron Technology Stock (MU) Opinions on AI Memory Demand and Taiwan Acquisition
• Negative Sentiment: Short interest has risen materially, which can amplify volatility and pressure the stock if sentiment reverses; rising shorts also indicate some market participants betting on a pullback. Micron Technology, Inc. (NASDAQ:MU) Sees Large Growth in Short Interest
• Negative Sentiment: Analyst and investor commentary flag risks: peak-cycle margins and unusually large capex commitments (fab purchases, megafab buildout) could weigh on free cash flow and returns if the cycle cools. A Seeking Alpha deep-dive outlines these capex and margin risks. Micron: Peak Cycle Margins And Unprecedented Capex Risk

Analyst Upgrades and Downgrades

A number of brokerages recently weighed in on MU. TD Cowen increased their price target on shares of Micron Technology from $300.00 to $450.00 and gave the stock a “buy” rating in a research note on Tuesday. Piper Sandler increased their price objective on Micron Technology from $275.00 to $400.00 and gave the stock an “overweight” rating in a research report on Wednesday, January 7th. Citigroup lifted their price target on shares of Micron Technology from $330.00 to $385.00 and gave the company a “buy” rating in a research report on Thursday, January 15th. KeyCorp boosted their price objective on shares of Micron Technology from $325.00 to $450.00 and gave the stock an “overweight” rating in a research report on Tuesday, January 13th. Finally, Cantor Fitzgerald raised their price target on Micron Technology from $350.00 to $450.00 and gave the stock an “overweight” rating in a research report on Wednesday, January 14th. Five investment analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Buy” and a consensus price target of $340.79.

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.