Micron Technology, Inc. $MU Shares Purchased by Mitsubishi UFJ Trust & Banking Corp

Mitsubishi UFJ Trust & Banking Corp boosted its position in Micron Technology, Inc. (NASDAQ:MU) by 7.1% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 525,524 shares of the semiconductor manufacturer’s stock after buying an additional 34,980 shares during the period. Mitsubishi UFJ Trust & Banking Corp’s holdings in Micron Technology were worth $87,931,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors also recently bought and sold shares of the company. American Capital Advisory LLC boosted its holdings in shares of Micron Technology by 20.4% in the 3rd quarter. American Capital Advisory LLC now owns 272 shares of the semiconductor manufacturer’s stock valued at $46,000 after acquiring an additional 46 shares during the last quarter. Teamwork Financial Advisors LLC raised its holdings in shares of Micron Technology by 0.4% during the third quarter. Teamwork Financial Advisors LLC now owns 14,974 shares of the semiconductor manufacturer’s stock worth $2,505,000 after purchasing an additional 53 shares during the last quarter. Blue Trust Inc. lifted its position in Micron Technology by 0.5% during the third quarter. Blue Trust Inc. now owns 10,633 shares of the semiconductor manufacturer’s stock valued at $1,779,000 after purchasing an additional 53 shares during the period. Lodestone Wealth Management LLC boosted its holdings in Micron Technology by 3.2% in the third quarter. Lodestone Wealth Management LLC now owns 1,693 shares of the semiconductor manufacturer’s stock valued at $283,000 after purchasing an additional 53 shares during the last quarter. Finally, Allen Capital Group LLC boosted its holdings in Micron Technology by 1.2% in the third quarter. Allen Capital Group LLC now owns 4,554 shares of the semiconductor manufacturer’s stock valued at $762,000 after purchasing an additional 54 shares during the last quarter. 80.84% of the stock is owned by hedge funds and other institutional investors.

Micron Technology News Summary

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

Micron Technology Trading Up 0.5%

Shares of MU stock opened at $399.65 on Friday. Micron Technology, Inc. has a 1-year low of $61.54 and a 1-year high of $412.43. The company has a market cap of $449.81 billion, a price-to-earnings ratio of 37.99 and a beta of 1.50. The company has a debt-to-equity ratio of 0.19, a current ratio of 2.46 and a quick ratio of 1.78. The stock has a 50 day simple moving average of $281.71 and a 200-day simple moving average of $200.87.

Micron Technology (NASDAQ:MU) last issued its quarterly earnings results on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 EPS for the quarter, topping the consensus estimate of $3.77 by $1.01. The company had revenue of $13.64 billion during the quarter, compared to analyst estimates of $12.62 billion. Micron Technology had a net margin of 28.15% and a return on equity of 22.71%. The firm’s revenue was up 56.7% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $1.79 EPS. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. On average, equities research analysts expect that Micron Technology, Inc. will post 6.08 EPS for the current fiscal 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 given a dividend of $0.115 per share. This represents a $0.46 annualized dividend and a dividend yield of 0.1%. The ex-dividend date was Monday, December 29th. Micron Technology’s dividend payout ratio is 4.37%.

Analysts Set New Price Targets

A number of research firms have weighed in on MU. William Blair began coverage on Micron Technology in a research note on Thursday. They set an “outperform” rating for the company. TD Cowen raised their target price on Micron Technology from $300.00 to $450.00 and gave the stock a “buy” rating in a report on Tuesday. Needham & Company LLC lifted their price target on Micron Technology from $200.00 to $300.00 and gave the company a “buy” rating in a research report on Tuesday, December 16th. Wells Fargo & Company boosted their price target on Micron Technology from $335.00 to $410.00 and gave the company an “overweight” rating in a report on Thursday, January 15th. Finally, The Goldman Sachs Group raised their price objective on shares of Micron Technology from $205.00 to $235.00 and gave the stock a “neutral” rating in a research note on Thursday, December 18th. Four equities research analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Buy” and an average price target of $346.66.

Insider Transactions at Micron Technology

In other news, Director Teyin M. Liu acquired 11,600 shares of the stock in a transaction that occurred on Wednesday, January 14th. The shares were bought at an average cost of $337.22 per share, for a total transaction of $3,911,752.00. Following the acquisition, the director owned 25,910 shares in the company, valued at approximately $8,737,370.20. This represents a 81.06% increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CFO Mark J. Murphy sold 126,000 shares of the business’s stock in a transaction that occurred on Thursday, October 30th. The stock was sold at an average price of $225.31, for a total value of $28,389,060.00. Following the sale, the chief financial officer owned 219,693 shares of the company’s stock, valued at approximately $49,499,029.83. This trade represents a 36.45% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 287,500 shares of company stock worth $65,892,908 in the last three months. 0.24% of the stock is owned by corporate 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.