Micron Technology, Inc. $MU Shares Bought by Deutsche Bank AG

Deutsche Bank AG lifted its stake in Micron Technology, Inc. (NASDAQ:MU) by 2.7% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 4,794,836 shares of the semiconductor manufacturer’s stock after acquiring an additional 123,919 shares during the quarter. Micron Technology makes up approximately 1.6% of Deutsche Bank AG’s investment portfolio, making the stock its 8th largest position. Deutsche Bank AG’s holdings in Micron Technology were worth $5,534,631,000 as of its most recent SEC filing.

Several other large investors have also recently bought and sold shares of the stock. High Note Wealth LLC grew its stake in shares of Micron Technology by 65.4% in the fourth quarter. High Note Wealth LLC now owns 86 shares of the semiconductor manufacturer’s stock valued at $25,000 after buying an additional 34 shares in the last quarter. Kohmann Bosshard Financial Services LLC bought a new stake in Micron Technology during the first quarter worth $27,000. Bayban acquired a new stake in Micron Technology in the fourth quarter valued at $29,000. Luken Investment Analytics LLC bought a new position in shares of Micron Technology in the 4th quarter valued at about $31,000. Finally, WealthCollab LLC increased its stake in shares of Micron Technology by 4,500.0% during the 2nd quarter. WealthCollab LLC now owns 276 shares of the semiconductor manufacturer’s stock worth $34,000 after purchasing an additional 270 shares during the last quarter. 80.84% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Micron Technology

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

• Positive Sentiment: AI demand is tightening memory supply. CEO Sanjay Mehrotra said data-center customers want roughly 50% more memory than Micron can currently supply, while Nvidia identified memory availability as a key constraint on AI-system growth. That supports Micron’s pricing power and demand visibility. Micron CEO AI Shift Breaks Traditional Memory Market Cycles
• Positive Sentiment: Nvidia’s purchasing commitments reinforce the bullish outlook. Nvidia reportedly more than doubled memory-related supplier commitments to $279 billion, potentially benefiting Micron as a major supplier. Micron also has approximately $22 billion in strategic commitments, including contracts extending through 2030. Nvidia Just Validated Micron’s Biggest AI Bull Case
• Positive Sentiment: Expansion plans strengthen Micron’s long-term positioning. The company is investing $10 billion in U.S. research labs, launching a $250 million venture fund and expanding its workforce-training infrastructure. President Donald Trump’s praise of Micron as one of the world’s “hottest” companies adds political visibility to the investment. Why Micron Stock Didn’t Get a Leg Up From SK Hynix’s Memory Optimism
• Neutral Sentiment: Analysts and bullish commentators point to surging DRAM and NAND prices, record margins and the possibility that AI demand has made memory cycles less volatile. However, much of this optimism may already be reflected in Micron’s substantial previous gains.
• Negative Sentiment: Profit-taking and valuation concerns are weighing on the shares. Micron has rallied sharply, encouraging investors to lock in gains even after favorable Nvidia news. A softer technology-market backdrop and concerns about potential U.S. chip tariffs are adding pressure. Why Is Micron Stock Falling
• Negative Sentiment: Investors remain concerned that the memory supercycle will eventually become cyclical. Increased industry capacity or new competitors could eventually reduce pricing and margins, while current supply shortages may constrain Nvidia’s shipments in the near term. Micron Stock Has Surged 220 Percent

Insider Activity at Micron Technology

In other Micron Technology news, CEO Sanjay Mehrotra sold 40,000 shares of the stock in a transaction dated Friday, August 21st. The shares were sold at an average price of $968.90, for a total transaction of $38,756,000.00. Following the completion of the transaction, the chief executive officer owned 264,503 shares in the company, valued at $256,276,956.70. This trade represents a 13.14% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, EVP April S. Arnzen sold 40,000 shares of Micron Technology stock in a transaction on Wednesday, July 1st. The stock was sold at an average price of $1,083.94, for a total transaction of $43,357,600.00. Following the sale, the executive vice president directly owned 85,737 shares of the company’s stock, valued at $92,933,763.78. This represents a 31.81% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 177,204 shares of company stock worth $182,156,264 over the last quarter. 0.24% of the stock is owned by company insiders.

Micron Technology Stock Down 0.3%

Shares of NASDAQ MU opened at $932.86 on Friday. The company’s 50 day moving average price is $951.63 and its 200-day moving average price is $714.71. 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, Inc. has a 52-week low of $114.25 and a 52-week high of $1,255.00. The company has a market capitalization of $1.05 trillion, a P/E ratio of 21.12 and a beta of 2.18.

Micron Technology (NASDAQ:MU) last posted its quarterly earnings data on Wednesday, June 24th. The semiconductor manufacturer reported $25.11 earnings per share for the quarter, topping the consensus estimate of $21.39 by $3.72. The company 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% compared to the same quarter last year. During the same period in the prior year, the company posted $1.91 earnings per share. Micron Technology has set its Q4 2026 guidance at 30.000-32.000 EPS. Equities analysts forecast that Micron Technology, Inc. will post 72.93 earnings per share for the current year.

Micron Technology Dividend Announcement

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

Analyst Ratings Changes

A number of equities analysts recently issued reports on the stock. Royal Bank Of Canada upped their price objective on shares of Micron Technology from $1,200.00 to $1,500.00 and gave the stock an “outperform” rating in a research report on Thursday, June 25th. UBS Group restated a “buy” rating on shares of Micron Technology in a research report on Monday, August 10th. Wolfe Research set a $1,500.00 price target on Micron Technology in a report on Thursday, June 25th. Cantor Fitzgerald reiterated an “overweight” rating and set a $1,500.00 target price on shares of Micron Technology in a research report on Thursday, June 25th. Finally, Deutsche Bank Aktiengesellschaft boosted their target price on shares of Micron Technology from $1,500.00 to $1,550.00 and gave the stock a “buy” rating in a report on Thursday, June 25th. Four investment analysts have rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Buy” and an average target price of $1,295.63.

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.