Bokf Na Sells 3,523 Shares of Micron Technology, Inc. $MU

Bokf Na decreased its position in shares of Micron Technology, Inc. (NASDAQ:MU) by 6.5% during the fourth quarter, Holdings Channel.com reports. The fund owned 50,567 shares of the semiconductor manufacturer’s stock after selling 3,523 shares during the quarter. Bokf Na’s holdings in Micron Technology were worth $14,432,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Vanguard Group Inc. raised its stake in Micron Technology by 1.9% during the 4th quarter. Vanguard Group Inc. now owns 106,608,094 shares of the semiconductor manufacturer’s stock worth $30,427,016,000 after acquiring an additional 1,954,644 shares during the period. State Street Corp raised its stake in Micron Technology by 0.6% during the 3rd quarter. State Street Corp now owns 51,659,173 shares of the semiconductor manufacturer’s stock worth $8,643,613,000 after acquiring an additional 285,582 shares during the period. Capital International Investors raised its stake in Micron Technology by 0.7% during the 3rd quarter. Capital International Investors now owns 23,372,821 shares of the semiconductor manufacturer’s stock worth $3,910,198,000 after acquiring an additional 155,860 shares during the period. Invesco Ltd. raised its stake in Micron Technology by 8.0% during the 3rd quarter. Invesco Ltd. now owns 9,622,166 shares of the semiconductor manufacturer’s stock worth $1,609,981,000 after acquiring an additional 708,716 shares during the period. Finally, Legal & General Group Plc raised its stake in Micron Technology by 1.9% during the 3rd quarter. Legal & General Group Plc now owns 7,275,842 shares of the semiconductor manufacturer’s stock worth $1,217,394,000 after acquiring an additional 135,850 shares during the period. Institutional investors own 80.84% of the company’s stock.

Key Headlines Impacting Micron Technology

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

• Positive Sentiment: Micron began shipping its industry‑leading 245TB 6600 ION data‑center SSD, a product that strengthens its position in high‑capacity AI/storage markets and supports sales upside. Industry-Leading 245TB Micron 6600 ION Data Center SSD Now Shipping
• Positive Sentiment: Tight DRAM/NAND/HBM supply and dramatic price increases have boosted margins and cash flow expectations, underpinning the rally in MU as customers scramble for capacity. Still Time to Pay Up for Micron & Sandisk Stock?
• Positive Sentiment: Sector momentum and analyst support lifted MU past major milestones (including a >$700B market cap), with multiple firms increasing price targets and coverage amid the AI infrastructure boom. Micron zooms past $700 billion market cap as rally in memory stocks accelerates
• Positive Sentiment: Options flow shows unusual activity (large put trades being interpreted by some as a bullish signal), which traders cite as another sign of speculative positioning and conviction. Micron Technology huge, unusual put option activity – a bullish signal as MU rises 12%
• Neutral Sentiment: Heavy social and media chatter around MU breaking $600 and HBM supply sold‑out through 2026 is amplifying momentum but also feeding short‑term volatility. Micron Technology Stock (MU) Opinions on Breaking $600 Barrier
• Neutral Sentiment: Large institutional rebalancing (examples of big buys and big sells across funds) shows mixed positioning among fiduciaries — supports liquidity but increases sensitivity to flows. Quiver Quantitative institutional holdings summary
• Negative Sentiment: CEO Sanjay Mehrotra sold 40,000 shares (filed with the SEC), which can trigger selling headlines even though he retains a large stake. SEC Filing: Insider Sale
• Negative Sentiment: Several analysts and commentators caution that MU is overbought (RSI in the 80s), that supply/demand could re‑equilibrate and that recent gains warrant profit‑taking or position trimming. Those warnings raise pullback risk after rapid gains. Analyst warns of a peak in Micron stock
• Negative Sentiment: A few sell/downgrade arguments highlight risks: model efficiency reducing memory intensity, concentration of AI demand, and near‑term manufacturing constraints that could limit how fast product wins translate to revenue. Micron: I’m Trimming My Position Despite The AI Gold Rush

Insider Activity at Micron Technology

In related news, EVP April S. Arnzen sold 40,000 shares of the firm’s stock in a transaction on Wednesday, April 1st. The shares were sold at an average price of $347.39, for a total value of $13,895,600.00. Following the completion of the transaction, the executive vice president directly owned 125,737 shares of the company’s stock, valued at approximately $43,679,776.43. This trade represents a 24.13% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Sumit Sadana sold 24,000 shares of the firm’s stock in a transaction on Friday, April 10th. The shares were sold at an average price of $421.35, for a total transaction of $10,112,400.00. Following the completion of the transaction, the executive vice president directly owned 224,021 shares of the company’s stock, valued at approximately $94,391,248.35. This trade represents a 9.68% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 104,000 shares of company stock valued at $45,458,400. 0.24% of the stock is owned by corporate insiders.

Micron Technology Trading Up 11.0%

Shares of MU opened at $640.10 on Wednesday. The company has a 50 day simple moving average of $426.37 and a two-hundred day simple moving average of $341.68. Micron Technology, Inc. has a 1 year low of $78.54 and a 1 year high of $651.74. The company has a debt-to-equity ratio of 0.13, a current ratio of 2.90 and a quick ratio of 2.32. The firm has a market cap of $721.86 billion, a P/E ratio of 30.22 and a beta of 1.91.

Micron Technology Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, April 15th. Investors of record on Monday, March 30th were issued a $0.15 dividend. This represents a $0.60 dividend on an annualized basis and a dividend yield of 0.1%. This is a boost from Micron Technology’s previous quarterly dividend of $0.12. The ex-dividend date of this dividend was Monday, March 30th. Micron Technology’s payout ratio is 2.83%.

Analysts Set New Price Targets

MU has been the subject of a number of research analyst reports. JPMorgan Chase & Co. increased their price objective on shares of Micron Technology from $350.00 to $550.00 and gave the company an “overweight” rating in a report on Thursday, March 19th. Susquehanna increased their price objective on shares of Micron Technology from $345.00 to $525.00 and gave the company a “positive” rating in a report on Monday, March 9th. Phillip Securities raised shares of Micron Technology to a “strong-buy” rating in a report on Monday, February 2nd. KeyCorp increased their price objective on shares of Micron Technology from $450.00 to $600.00 and gave the company an “overweight” rating in a report on Thursday, March 19th. Finally, Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Micron Technology in a report on Thursday, January 29th. Five analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat, the company has an average rating of “Buy” and an average price target of $478.24.

Micron Technology 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.