Metis Global Partners LLC Sells 2,322 Shares of Micron Technology, Inc. $MU

Posted by Donna Armstrong on Feb 13th, 2026

Metis Global Partners LLC cut its holdings in shares of Micron Technology, Inc. (NASDAQ:MU – Free Report) by 4.9% in the 3rd quarter, Holdings Channel reports. The firm owned 45,132 shares of the semiconductor manufacturer’s stock after selling 2,322 shares during the period. Metis Global Partners LLC’s holdings in Micron Technology were worth $7,551,000 at the end of the most recent reporting period.

A number of other large investors have also recently modified their holdings of MU. Norges Bank bought a new stake in shares of Micron Technology during the 2nd quarter worth $1,980,700,000. Slate Path Capital LP acquired a new position in Micron Technology during the second quarter worth about $317,751,000. Vanguard Group Inc. lifted its holdings in shares of Micron Technology by 1.9% in the second quarter. Vanguard Group Inc. now owns 103,879,662 shares of the semiconductor manufacturer’s stock worth $12,803,168,000 after acquiring an additional 1,973,294 shares during the last quarter. State Street Corp lifted its holdings in shares of Micron Technology by 2.7% in the second quarter. State Street Corp now owns 51,373,591 shares of the semiconductor manufacturer’s stock worth $6,331,795,000 after acquiring an additional 1,349,713 shares during the last quarter. Finally, Orbis Allan Gray Ltd boosted its stake in shares of Micron Technology by 50.2% in the 2nd quarter. Orbis Allan Gray Ltd now owns 3,457,726 shares of the semiconductor manufacturer’s stock valued at $426,165,000 after purchasing an additional 1,156,086 shares in the last quarter. Institutional investors and hedge funds own 80.84% of the company’s stock.

Micron Technology Stock Performance

NASDAQ MU opened at $413.97 on Friday. The company has a market capitalization of $465.93 billion, a price-to-earnings ratio of 39.35 and a beta of 1.52. Micron Technology, Inc. has a twelve month low of $61.54 and a twelve month high of $455.50. The stock has a fifty day simple moving average of $331.49 and a 200 day simple moving average of $228.99. The company has a quick ratio of 1.78, a current ratio of 2.46 and a debt-to-equity ratio of 0.19.

Micron Technology (NASDAQ:MU – Get Free Report) last announced its 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. Micron Technology had a return on equity of 22.71% and a net margin of 28.15%.The firm had revenue of $13.64 billion for the quarter, compared to the consensus estimate of $12.62 billion. During the same period in the previous year, the business earned $1.79 EPS. The business’s quarterly 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 EPS for the current 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 paid a $0.115 dividend. This represents a $0.46 dividend on an annualized basis and a dividend yield of 0.1%. The ex-dividend date of this dividend was Monday, December 29th. Micron Technology’s payout ratio is currently 4.37%.

Key Stories Impacting Micron Technology

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

Positive Sentiment: CFO and management said Micron’s next-gen HBM4 is in high‑volume production and shipments have begun — commentary that directly boosts AI revenue visibility and investor confidence. Micron’s stock pops. Here’s what an executive just said to calm nervous investors.
Positive Sentiment: Management signaled demand significantly outpaces supply and that tightness could persist beyond 2026 — a structural supply/demand story that supports stronger pricing and margins for DRAM/HBM. Micron Technology Stock (MU) Opinions on CFO Supply-Demand Outlook
Positive Sentiment: Street optimism is rising — several firms raised targets and issued bullish notes (TD Cowen set a $600 target; Morgan Stanley raised to $450), lifting sentiment and driving momentum. Micron Stock Gets a New Street-High $600 Target — TD Cowen Sees 55% Upside.
Positive Sentiment: Operational progress on NAND and accelerated HBM4 timeline reports have supported the rally by indicating capacity and product roadmaps are on track to capture AI demand. Micron (MU) Stock Surges 10% on Accelerated HBM4 Chip Timeline
Neutral Sentiment: Samsung says it has begun mass production and commercial shipments of HBM4 — this is a competitive development that keeps the market focused on execution and timing rather than changing the overall strong demand backdrop. Samsung Claims to Be First to Ship New Memory Chips. What It Means for Micron.
Neutral Sentiment: Several market commentaries and deep-dive pieces ask whether Micron can sustain a supercycle-like run or become the “next NVIDIA” — useful context for valuation debates but not immediate catalysts. Is Micron Technology Stock the Next Nvidia?
Negative Sentiment: A Seeking Alpha downgrade warns Micron may be “priced to perfection” — cautionary view on valuation that could prompt profit‑taking if growth or pricing cues soften. Micron Is Priced To Perfection In A Non-Perfect Market (Downgrade)
Negative Sentiment: Notable insider and congressional selling has been reported (many exec sales), which some investors view as a governance/conviction red flag and can weigh on sentiment during a pullback. Micron Technology Stock (MU) Opinions on CFO Supply-Demand Outlook

Insiders Place Their Bets

In other Micron Technology news, EVP April S. Arnzen sold 15,000 shares of the stock in a transaction that occurred on Monday, December 22nd. The shares were sold at an average price of $277.09, for a total transaction of $4,156,350.00. Following the completion of the sale, the executive vice president owned 165,618 shares of the company’s stock, valued at approximately $45,891,091.62. This represents a 8.30% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director Teyin M. Liu purchased 7,820 shares of the stock in a transaction on Wednesday, January 14th. The shares were purchased at an average price of $337.50 per share, with a total value of $2,639,250.00. Following the acquisition, the director owned 25,910 shares in the company, valued at approximately $8,744,625. The trade was a 43.23% increase in their position. The SEC filing for this purchase provides additional information. Over the last three months, insiders purchased 23,200 shares of company stock valued at $7,821,723 and sold 73,623 shares valued at $27,307,408. Insiders own 0.24% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities analysts recently issued reports on the stock. Rosenblatt Securities reiterated a “buy” rating and set a $500.00 price objective on shares of Micron Technology in a research report on Tuesday, January 20th. Morgan Stanley upped their price target on shares of Micron Technology from $350.00 to $450.00 and gave the stock an “overweight” rating in a report on Wednesday. Weiss Ratings reissued a “buy (b-)” rating on shares of Micron Technology in a report on Thursday, January 29th. JPMorgan Chase & Co. boosted their price objective on Micron Technology from $220.00 to $350.00 and gave the stock an “overweight” rating in a research report on Thursday, December 18th. Finally, Bank of America increased their target price on Micron Technology from $300.00 to $400.00 and gave the company a “buy” rating in a research report on Tuesday, January 13th. Six equities research analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat.com, Micron Technology presently has an average rating of “Buy” and an average target price of $353.21.

Read Our Latest Report on Micron Technology

Micron Technology Company Profile

(Free Report)

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.