Robeco Institutional Asset Management B.V. Buys 741,251 Shares of Micron Technology, Inc. $MU

Robeco Institutional Asset Management B.V. increased its stake in shares of Micron Technology, Inc. (NASDAQ:MU) by 478.7% during the third quarter, according to the company in its most recent filing with the SEC. The fund owned 896,100 shares of the semiconductor manufacturer’s stock after acquiring an additional 741,251 shares during the period. Robeco Institutional Asset Management B.V.’s holdings in Micron Technology were worth $149,935,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the stock. Norges Bank acquired a new position in Micron Technology during the second quarter valued at approximately $1,980,700,000. Slate Path Capital LP acquired a new stake in shares of Micron Technology in the second quarter worth $317,751,000. Vanguard Group Inc. boosted its holdings in shares of Micron Technology by 1.9% during the 2nd quarter. Vanguard Group Inc. now owns 103,879,662 shares of the semiconductor manufacturer’s stock worth $12,803,168,000 after buying an additional 1,973,294 shares during the period. State Street Corp boosted its holdings in shares of Micron Technology by 2.7% during the 2nd quarter. State Street Corp now owns 51,373,591 shares of the semiconductor manufacturer’s stock worth $6,331,795,000 after buying an additional 1,349,713 shares during the period. Finally, Orbis Allan Gray Ltd grew its stake in 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 buying an additional 1,156,086 shares during the last quarter. 80.84% of the stock is currently owned by institutional investors and hedge funds.

Micron Technology News Roundup

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

• Positive Sentiment: Multiple analyst upgrades and higher price targets (Sanford C. Bernstein to $330) have pushed optimism around MU’s outlook and helped fuel the recent rally. Sanford C. Bernstein Boosts Micron Price Target
• Positive Sentiment: A Seeking Alpha piece upgraded Micron to Buy, citing a generational DRAM cycle, ~4x DRAM price surge and strong bit shipment growth — a thesis that supports more upside if shortages persist. Micron: It’s Like 1993 All Over Again (Rating Upgrade)
• Positive Sentiment: Quarterly results and guidance momentum underpin bullish estimates; coverage notes record revenue, big EPS beats and revised consensus forecasts that materially lift forward earnings expectations. Micron stock: here’s why it is still a buy despite mixed guidance
• Positive Sentiment: Structural tightness in memory (HBM demand for AI, constrained capacity) is repeatedly cited as a multi-quarter tailwind that should support price and margin expansion. Micron Technology Picks Up Right Where It Left Off
• Neutral Sentiment: Technical momentum: analysts and market write-ups note MU hit all-time highs and closed above key levels (~$315), which attracts momentum buyers but can also concentrate positioning. Micron Soars to All-Time High
• Neutral Sentiment: MarketBeat and other outlets profile MU as a top AI/memory play and “discount” relative to other hyper-growth AI names, supporting longer-term investor demand even after the rally. The S&P 500’s Top-Performing Sectors
• Negative Sentiment: Valuation and positioning risk: MU’s run has pushed valuation and positioning to levels that can trigger profit-taking; several pieces warn the market may be “front-running” upgraded consensus and a pullback is possible if sentiment cools. 5 Stocks Wall Street Repriced Higher Heading Into 2026

Micron Technology Trading Down 1.0%

Micron Technology stock opened at $312.15 on Tuesday. The business has a 50 day moving average price of $247.71 and a two-hundred day moving average price of $179.02. 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, Inc. has a 12 month low of $61.54 and a 12 month high of $325.53. The stock has a market cap of $351.33 billion, a price-to-earnings ratio of 29.67, a price-to-earnings-growth ratio of 0.20 and a beta of 1.50.

Micron Technology (NASDAQ:MU) last released its quarterly earnings data on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.77 by $1.01. The business had revenue of $13.64 billion for the quarter, compared to analysts’ expectations of $12.62 billion. Micron Technology had a return on equity of 22.71% and a net margin of 28.15%.Micron Technology’s quarterly revenue was up 56.7% on a year-over-year basis. During the same period in the previous year, the business posted $1.79 earnings per share. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. As a group, equities analysts forecast that Micron Technology, Inc. will post 6.08 EPS for the current year.

Micron Technology Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, January 14th. Stockholders of record on Monday, December 29th will be paid a $0.115 dividend. The ex-dividend date is Monday, December 29th. This represents a $0.46 dividend on an annualized basis and a dividend yield of 0.1%. Micron Technology’s dividend payout ratio is currently 4.37%.

Wall Street Analyst Weigh In

A number of research analysts have weighed in on MU shares. Citigroup boosted their target price on shares of Micron Technology from $300.00 to $330.00 and gave the stock a “buy” rating in a research report on Thursday, December 18th. BNP Paribas Exane raised Micron Technology from an “underperform” rating to an “outperform” rating and set a $270.00 price objective for the company in a research report on Monday, October 13th. Raymond James Financial increased their target price on Micron Technology from $190.00 to $310.00 and gave the company an “outperform” rating in a research note on Thursday, December 18th. Itau BBA Securities reaffirmed an “outperform” rating on shares of Micron Technology in a report on Thursday, December 18th. Finally, Morgan Stanley lifted their price target on Micron Technology from $338.00 to $350.00 and gave the stock an “overweight” rating in a research report on Thursday, December 18th. Five investment analysts have rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and three have issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Buy” and an average target price of $284.24.

Insider Activity at Micron Technology

In related news, CFO Mark J. Murphy sold 126,000 shares of the stock in a transaction dated Thursday, October 30th. The shares were sold at an average price of $225.31, for a total value of $28,389,060.00. Following the completion of the transaction, the chief financial officer owned 219,693 shares of the company’s stock, valued at $49,499,029.83. This represents a 36.45% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CEO Sanjay Mehrotra sold 22,500 shares of the firm’s stock in a transaction dated Monday, October 27th. The stock was sold at an average price of $220.72, for a total transaction of $4,966,200.00. Following the transaction, the chief executive officer owned 446,578 shares of the company’s stock, valued at approximately $98,568,696.16. This represents a 4.80% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 316,800 shares of company stock worth $71,658,387 in the last ninety days. Company insiders own 0.24% of the company’s stock.

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.