Micron Technology, Inc. $MU Shares Sold by Y.D. More Investments Ltd

Y.D. More Investments Ltd lowered its position in Micron Technology, Inc. (NASDAQ:MU) by 50.3% in the first quarter, HoldingsChannel reports. The institutional investor owned 18,320 shares of the semiconductor manufacturer’s stock after selling 18,528 shares during the period. Y.D. More Investments Ltd’s holdings in Micron Technology were worth $6,185,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also made changes to their positions in MU. Vanguard Group Inc. grew its stake in Micron Technology by 1.9% in the 4th quarter. Vanguard Group Inc. now owns 106,608,094 shares of the semiconductor manufacturer’s stock valued at $30,427,016,000 after acquiring an additional 1,954,644 shares during the last quarter. State Street Corp raised its position in Micron Technology by 2.1% during the fourth quarter. State Street Corp now owns 52,749,817 shares of the semiconductor manufacturer’s stock worth $15,061,310,000 after acquiring an additional 1,090,644 shares during the last quarter. Norges Bank acquired a new position in Micron Technology during the fourth quarter worth about $6,433,456,000. Morgan Stanley lifted its holdings in shares of Micron Technology by 5.1% in the fourth quarter. Morgan Stanley now owns 16,396,655 shares of the semiconductor manufacturer’s stock valued at $4,679,771,000 after purchasing an additional 794,289 shares in the last quarter. Finally, Northern Trust Corp lifted its holdings in shares of Micron Technology by 1.9% in the fourth quarter. Northern Trust Corp now owns 10,654,349 shares of the semiconductor manufacturer’s stock valued at $3,040,858,000 after purchasing an additional 194,550 shares in the last quarter. Institutional investors and hedge funds own 80.84% of the company’s stock.

Insiders Place Their Bets

In related news, Director Lynn A. Dugle sold 1,300 shares of the stock in a transaction dated Tuesday, June 30th. The stock was sold at an average price of $1,150.43, for a total transaction of $1,495,559.00. Following the transaction, the director directly owned 17,728 shares in the company, valued at approximately $20,394,823.04. This represents a 6.83% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, Director Steven J. Gomo sold 2,000 shares of the firm’s stock in a transaction dated Monday, May 11th. The stock was sold at an average price of $787.03, for a total value of $1,574,060.00. Following the completion of the sale, the director directly owned 17,139 shares in the company, valued at approximately $13,488,907.17. The trade was a 10.45% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 163,300 shares of company stock valued at $152,667,204. 0.24% of the stock is owned by company insiders.

Micron Technology Stock Performance

Shares of MU opened at $979.30 on Monday. Micron Technology, Inc. has a 1 year low of $103.38 and a 1 year high of $1,255.00. The company’s 50 day simple moving average is $923.27 and its 200 day simple moving average is $580.30. The company has a market capitalization of $1.11 trillion, a price-to-earnings ratio of 22.17 and a beta of 2.14. The company has a debt-to-equity ratio of 0.05, a quick ratio of 2.98 and a current ratio of 3.42.

Micron Technology (NASDAQ:MU) last released its earnings results on Wednesday, June 24th. The semiconductor manufacturer reported $25.11 EPS for the quarter, topping the consensus estimate of $21.39 by $3.72. The firm had revenue of $41.46 billion during the quarter, compared to analysts’ expectations of $35.91 billion. Micron Technology had a net margin of 55.91% and a return on equity of 71.13%. Micron Technology’s revenue for the quarter was up 345.8% on a year-over-year basis. During the same period in the previous year, the company earned $1.91 EPS. Micron Technology has set its Q4 2026 guidance at 30.000-32.000 EPS. On average, sell-side analysts predict that Micron Technology, Inc. will post 72.94 EPS for the current year.

Micron Technology Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, July 21st. Stockholders of record on Monday, July 6th will be given a $0.15 dividend. The ex-dividend date of this dividend is Monday, July 6th. This represents a $0.60 dividend on an annualized basis and a dividend yield of 0.1%. Micron Technology’s payout ratio is currently 1.36%.

Trending Headlines about Micron Technology

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

• Positive Sentiment: TD Cowen reiterated a Buy on Micron with a $1,600 price target, citing tight supply and strong demand for AI memory. Micron’s (MU) Tight Supply Drives This Five-Star Analyst’s $1,600 Outlook
• Positive Sentiment: Micron announced plans to invest up to $3 billion in the U.S. semiconductor supply chain, including a $500 million financing deal with GlobalWafers and a 10-year wafer supply agreement, which supports long-term manufacturing capacity and supply security. Micron boosts plans for investment in US to over $250B
• Positive Sentiment: Analysts and investors continue to highlight Micron’s blowout results, with strong revenue growth, margin expansion, and high-bandwidth memory demand reinforcing the long-term bull case. Micron Crushes Earnings: Is a Stock Split Next?
• Neutral Sentiment: Micron is also getting attention from traders because of heavy volume and broader volatility in the AI-memory complex, which suggests the stock may be consolidating after a strong move. Why Is Micron Stock Slipping Today, 7/10/26?
• Negative Sentiment: SK Hynix’s Nasdaq debut is giving investors another way to play AI memory, which may be pulling some money away from Micron and fueling valuation comparisons across the sector. Is SK Hynix stock a better pick to play AI memory market than Micron?
• Negative Sentiment: Some articles note that the recent AI sell-off is more about stretched expectations than fundamentals, implying investors are taking profits even in strong names like Micron. The AI Sell-Off That Isn’t About AI

Wall Street Analysts Forecast Growth

MU has been the subject of a number of recent research reports. UBS Group raised their price objective on shares of Micron Technology from $535.00 to $1,625.00 and gave the stock a “buy” rating in a research note on Tuesday, May 26th. Wedbush upped their target price on Micron Technology from $1,300.00 to $1,400.00 and gave the company an “outperform” rating in a research note on Thursday, June 25th. Royal Bank Of Canada increased their target price on Micron Technology from $1,200.00 to $1,500.00 and gave the company an “outperform” rating in a report on Thursday, June 25th. Cantor Fitzgerald reissued an “overweight” rating and set a $1,500.00 price target on shares of Micron Technology in a research report on Thursday, June 25th. Finally, Bank of America boosted their price target on Micron Technology from $950.00 to $1,500.00 and gave the stock a “buy” rating in a report on Tuesday, June 23rd. Five equities research 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 has a consensus rating of “Buy” and a consensus price target of $1,263.76.

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.