950 Shares in Micron Technology, Inc. $MU Purchased by Partners Capital Investment Group LLP

Partners Capital Investment Group LLP purchased a new stake in shares of Micron Technology, Inc. (NASDAQ:MU) in the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor purchased 950 shares of the semiconductor manufacturer’s stock, valued at approximately $1,097,000.

A number of other large investors have also added to or reduced their stakes in the stock. Andar Capital Management HK Ltd boosted its stake in Micron Technology by 856,960.3% in the second quarter. Andar Capital Management HK Ltd now owns 34,282,413 shares of the semiconductor manufacturer’s stock valued at $39,571,847,000 after acquiring an additional 34,278,413 shares during the last quarter. Norges Bank purchased a new stake in shares of Micron Technology during the 4th quarter worth approximately $6,433,456,000. AQR Capital Management LLC increased its stake in shares of Micron Technology by 411.9% during the 3rd quarter. AQR Capital Management LLC now owns 3,627,022 shares of the semiconductor manufacturer’s stock worth $606,873,000 after purchasing an additional 2,918,535 shares during the last quarter. Arrowstreet Capital Limited Partnership increased its stake in shares of Micron Technology by 1,340.6% during the 4th quarter. Arrowstreet Capital Limited Partnership now owns 2,820,986 shares of the semiconductor manufacturer’s stock worth $805,148,000 after purchasing an additional 2,625,169 shares during the last quarter. Finally, Amundi raised its holdings in shares of Micron Technology by 65.0% in the 4th quarter. Amundi now owns 4,989,400 shares of the semiconductor manufacturer’s stock worth $1,424,025,000 after purchasing an additional 1,965,319 shares during the period. Hedge funds and other institutional investors own 80.84% of the company’s stock.

Insiders Place Their Bets

In other news, EVP April S. Arnzen sold 40,000 shares of the stock in a transaction dated Wednesday, July 1st. The shares were sold at an average price of $1,083.94, for a total value of $43,357,600.00. Following the sale, the executive vice president directly owned 85,737 shares of the company’s stock, valued at approximately $92,933,763.78. This represents a 31.81% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, Director Lynn A. Dugle sold 1,300 shares of the firm’s stock in a transaction that occurred on Tuesday, June 30th. The shares were sold at an average price of $1,150.43, for a total transaction of $1,495,559.00. Following the completion of the transaction, the director owned 17,728 shares of the company’s stock, valued at $20,394,823.04. This trade represents a 6.83% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 177,204 shares of company stock worth $182,156,264 over the last quarter. Insiders own 0.24% of the company’s stock.

Micron Technology Trading Up 0.2%

Shares of MU stock opened at $958.16 on Friday. The company’s fifty day simple moving average is $937.47 and its two-hundred day simple moving average is $732.52. The company has a debt-to-equity ratio of 0.05, a current ratio of 3.42 and a quick ratio of 2.98. Micron Technology, Inc. has a 1 year low of $118.52 and a 1 year high of $1,255.00. The stock has a market capitalization of $1.08 trillion, a price-to-earnings ratio of 21.69, a PEG ratio of 0.61 and a beta of 2.22.

Micron Technology (NASDAQ:MU) last posted its quarterly earnings results on Wednesday, June 24th. The semiconductor manufacturer reported $25.11 EPS for the quarter, topping analysts’ consensus estimates of $21.39 by $3.72. The firm had revenue of $41.46 billion during the quarter, compared to analyst estimates of $35.91 billion. Micron Technology had a return on equity of 71.13% and a net margin of 55.91%.The business’s revenue for the quarter was up 345.8% on a year-over-year basis. During the same period last year, the company earned $1.91 earnings per share. Micron Technology has set its Q4 2026 guidance at 30.000-32.000 EPS. As a group, analysts anticipate that Micron Technology, Inc. will post 72.93 earnings per share for the current year.

Micron Technology Dividend Announcement

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

Analyst Ratings Changes

MU has been the topic of several research analyst reports. Wedbush upped their price objective 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. Wells Fargo & Company boosted their target price on Micron Technology from $1,220.00 to $1,525.00 and gave the company an “overweight” rating in a research note on Thursday, June 25th. Erste Group Bank raised Micron Technology from a “hold” rating to a “buy” rating in a research report on Thursday, June 25th. Stifel Nicolaus increased their price target on Micron Technology from $550.00 to $1,500.00 and gave the stock a “buy” rating in a research note on Thursday, June 18th. Finally, UBS Group reissued a “buy” rating on shares of Micron Technology in a report on Monday, August 10th. Four investment analysts have rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Buy” and an average price target of $1,295.63.

Trending Headlines about Micron Technology

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

• Positive Sentiment: Record results and upbeat outlook support the bull case. Micron’s fiscal third-quarter revenue reached $41.46 billion, while non-GAAP EPS was $25.11, both well above expectations. Management’s fiscal fourth-quarter outlook—approximately $50 billion in revenue, $31 in non-GAAP EPS and an estimated 86% gross margin—has reinforced expectations for another record quarter. Micron’s Q4 2026 Period Will Be Another Record Quarter
• Positive Sentiment: AI demand is extending beyond high-bandwidth memory (HBM). Hyperscaler spending is tightening supplies of HBM, DRAM and NAND, driving contract-price increases and diverting production away from consumer electronics. Micron also has 16 strategic customer agreements, including multiyear commitments and pricing protections, improving revenue visibility and reducing—though not eliminating—the impact of traditional memory cycles. Micron: The AI Memory Shortage Has Spread Beyond HBM
• Positive Sentiment: Analysts and institutional investors remain broadly constructive. Several reports argue that sold-out HBM capacity, strong pricing and a valuation below some semiconductor peers leave room for further gains. Soros Fund Management increased its reported Micron position nearly eightfold in the second quarter, although other investors, including David Tepper, reduced their exposure. Soros Fund Management Increased Micron Nearly Eightfold
• Neutral Sentiment: Micron also received a legal tailwind. A U.S. appeals court upheld Patent Office rulings invalidating five Netlist memory patents, removing a potential source of litigation pressure. Netlist Loses Patent Infringement Appeal Against Micron
• Negative Sentiment: China’s CXMT is gaining DRAM share, increasing long-term competition. Reports place CXMT near 10% of the DRAM market, raising concerns that Chinese capacity could eventually pressure pricing and market share, despite Micron’s near-term production being largely committed under contracts. Chinese Chipmaker CXMT Surges to 10% DRAM Share
• Negative Sentiment: High expectations and external risks are limiting enthusiasm. Critics argue that the upcoming quarterly report must deliver near-perfect execution after MU’s major rally. A potentially restrictive Federal Reserve decision could pressure richly valued growth stocks, while labor tensions in Taiwan—including demands for unusually large bonuses and a possible strike vote—create supply-continuity and margin risks. The Fed’s September Decision Could Hit Micron Harder Than Its Own Earnings

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.