Livforsakringsbolaget Skandia Omsesidigt Grows Stock Holdings in Micron Technology, Inc. $MU

Livforsakringsbolaget Skandia Omsesidigt lifted its holdings in Micron Technology, Inc. (NASDAQ:MU) by 139.9% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 98,342 shares of the semiconductor manufacturer’s stock after acquiring an additional 57,350 shares during the quarter. Micron Technology accounts for 1.3% of Livforsakringsbolaget Skandia Omsesidigt’s holdings, making the stock its 15th biggest position. Livforsakringsbolaget Skandia Omsesidigt’s holdings in Micron Technology were worth $33,196,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in MU. Vanguard Group Inc. grew its position 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 purchasing an additional 1,954,644 shares during the period. State Street Corp grew its holdings 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 period. Norges Bank acquired a new stake in Micron Technology during the fourth quarter worth about $6,433,456,000. Morgan Stanley raised its position in Micron Technology by 5.1% during the fourth quarter. Morgan Stanley now owns 16,396,655 shares of the semiconductor manufacturer’s stock valued at $4,679,771,000 after acquiring an additional 794,289 shares in the last quarter. Finally, Northern Trust Corp raised its position in Micron Technology by 1.9% during 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 acquiring an additional 194,550 shares in the last quarter. Hedge funds and other institutional investors own 80.84% of the company’s stock.

Insider Activity at Micron Technology

In other Micron Technology news, Director Lynn A. Dugle sold 1,300 shares of the stock in a transaction that occurred on 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 completion of the transaction, the director owned 17,728 shares of the company’s stock, valued at $20,394,823.04. This represents a 6.83% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Sanjay Mehrotra sold 40,000 shares of the business’s stock in a transaction that occurred on Friday, May 1st. The stock was sold at an average price of $536.26, for a total value of $21,450,400.00. Following the sale, the chief executive officer owned 424,503 shares of the company’s stock, valued at $227,643,978.78. The trade was a 8.61% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 163,300 shares of company stock valued at $152,667,204. 0.24% of the stock is owned by corporate insiders.

Micron Technology Price Performance

Shares of NASDAQ MU opened at $983.12 on Wednesday. The company has a debt-to-equity ratio of 0.05, a quick ratio of 2.98 and a current ratio of 3.42. The firm has a fifty day moving average of $938.51 and a 200 day moving average of $589.85. The firm has a market cap of $1.11 trillion, a PE ratio of 22.26 and a beta of 2.14. Micron Technology, Inc. has a one year low of $103.38 and a one year high of $1,255.00.

Micron Technology (NASDAQ:MU) last posted its quarterly earnings data on Wednesday, June 24th. The semiconductor manufacturer reported $25.11 earnings per share (EPS) for the quarter, beating the consensus estimate of $21.39 by $3.72. The business had revenue of $41.46 billion for the quarter, compared to the consensus estimate of $35.91 billion. Micron Technology had a net margin of 55.91% and a return on equity of 71.13%. The company’s revenue was up 345.8% compared to the same quarter last year. During the same period last year, the firm posted $1.91 earnings per share. Micron Technology has set its Q4 2026 guidance at 30.000-32.000 EPS. As a group, research analysts predict that Micron Technology, Inc. will post 72.94 EPS for the current fiscal year.

Micron Technology Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, July 21st. Investors of record on Monday, July 6th will be paid 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 yield of 0.1%. Micron Technology’s dividend payout ratio (DPR) is currently 1.36%.

Key Stories Impacting Micron Technology

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

• Positive Sentiment: KeyBanc raised its price target on Micron and reiterated an overweight view, citing persistent supply shortages and expectations for continued memory-price increases. Benzinga
• Positive Sentiment: Several reports highlighted Micron as a beneficiary of the AI boom, with strong demand for HBM and long-term supply agreements improving revenue visibility and supporting the bullish growth case. The AI Boom Isn’t Over: 3 Stocks to Buy for 2H 2026
• Positive Sentiment: Analysts and commentators said Micron’s recent pullback may have created a buying opportunity, arguing the stock still looks attractive relative to its growth outlook and memory-cycle fundamentals. Micron Offers a Lucrative Investment Opportunity at Current Valuation
• Neutral Sentiment: Micron continues to draw attention from high-profile investors and media, with articles emphasizing its role in AI infrastructure and its strong first-half performance, but these pieces are more sentiment drivers than new fundamentals. Why Micron Technology Stock Rallied on Tuesday
• Negative Sentiment: Micron is still under pressure from broader memory-sector volatility after SK Hynix’s weak outlook and the recent bear-market decline in chip stocks sparked fears that the AI-memory trade may be cooling. Micron Stock Drops as Memory Rivals’ Surging Spending Stokes Fears

Wall Street Analysts Forecast Growth

Several equities research analysts have commented on MU shares. Melius Research started coverage on Micron Technology in a research report on Monday, April 27th. They issued a “buy” rating and a $700.00 price objective on the stock. Deutsche Bank Aktiengesellschaft boosted their target price on shares of Micron Technology from $1,500.00 to $1,550.00 and gave the company a “buy” rating in a research note on Thursday, June 25th. Wedbush increased their price target on shares of Micron Technology from $1,300.00 to $1,400.00 and gave the stock an “outperform” rating in a report on Thursday, June 25th. Citigroup raised their price target on shares of Micron Technology from $1,200.00 to $1,400.00 and gave the company a “buy” rating in a research report on Thursday, June 25th. Finally, UBS Group upped 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 report on Tuesday, May 26th. Five analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Buy” and a consensus target price of $1,268.93.

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.