Sustainable Insight Capital Management LLC Acquires 1,600 Shares of Micron Technology, Inc. $MU

Sustainable Insight Capital Management LLC grew its stake in shares of Micron Technology, Inc. (NASDAQ:MU) by 165.8% during the 1st quarter, HoldingsChannel reports. The fund owned 2,565 shares of the semiconductor manufacturer’s stock after buying an additional 1,600 shares during the period. Sustainable Insight Capital Management LLC’s holdings in Micron Technology were worth $867,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also recently made changes to their positions in the stock. Norges Bank bought a new stake in shares of Micron Technology during the 4th quarter valued at $6,433,456,000. AQR Capital Management LLC boosted its stake in Micron Technology by 411.9% in 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 period. Arrowstreet Capital Limited Partnership boosted its stake in Micron Technology by 1,340.6% in 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 period. Amundi grew its holdings in Micron Technology by 65.0% during the 4th quarter. Amundi now owns 4,989,400 shares of the semiconductor manufacturer’s stock valued at $1,424,025,000 after buying an additional 1,965,319 shares in the last quarter. Finally, Vanguard Group Inc. grew its holdings 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 valued at $30,427,016,000 after buying an additional 1,954,644 shares in the last quarter. 80.84% of the stock is owned by institutional investors.

Micron Technology Stock Performance

NASDAQ:MU opened at $920.95 on Friday. The business’s 50-day moving average price is $966.27 and its two-hundred day moving average price is $622.56. Micron Technology, Inc. has a twelve month low of $103.38 and a twelve month high of $1,255.00. The stock has a market cap of $1.04 trillion, a P/E ratio of 20.85 and a beta of 2.14. The company has a quick ratio of 2.98, a current ratio of 3.42 and a debt-to-equity ratio of 0.05.

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

Micron Technology Announces Dividend

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

More Micron Technology News

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

• Positive Sentiment: Micron remains a key beneficiary of AI infrastructure spending, with bullish coverage highlighting rising demand for HBM, DRAM and NAND as memory intensity increases in next-generation AI systems. Micron Is A Strong Buy Again Because Of Kimi K3
• Positive Sentiment: Micron’s HBM4 ramp-up and faster yield gains could support revenue and margin growth, reinforcing its position in the AI memory race. Micron Boosts HBM4 Ramp-Up: Will It Help MU Lead the AI Memory Race?
• Neutral Sentiment: Analysts and market commentators continue to point to strong long-term fundamentals, but this support is being offset by near-term volatility in the chip trade. Micron Stock Price Stalls Below $1,000 – Here’s Why Analysts Aren’t Worried
• Negative Sentiment: Semiconductor stocks are sliding broadly as investors lock in gains after a huge 2026 rally, with valuation concerns and leveraged-position unwinding hitting the group. Semiconductor Crossroads: Healthy Consolidation or Deeper Repricing?
• Negative Sentiment: Chip stocks, including Micron, are also being pressured by weakness in Korean memory names and concern over Chinese memory developments, adding to the selloff in U.S. memory shares. Why Micron and other major chip stocks are falling — even as the rest of tech holds up

Insider Activity at Micron Technology

In other news, CEO Sanjay Mehrotra sold 40,000 shares of the firm’s stock in a transaction on Friday, May 1st. The shares were sold at an average price of $536.26, for a total transaction of $21,450,400.00. Following the sale, the chief executive officer owned 424,503 shares in the company, valued at approximately $227,643,978.78. This trade represents a 8.61% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed 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 sold 163,300 shares of company stock worth $152,667,204 in the last 90 days. 0.24% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

A number of brokerages have recently issued reports on MU. Susquehanna increased their price target on shares of Micron Technology from $1,750.00 to $2,000.00 and gave the stock a “positive” rating in a report on Thursday, June 25th. Rosenblatt Securities raised their price objective on shares of Micron Technology from $1,200.00 to $1,500.00 and gave the company a “buy” rating in a research report on Thursday, June 25th. Wedbush boosted their price objective on shares of 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. Cantor Fitzgerald reaffirmed an “overweight” rating and set a $1,500.00 target price on shares of Micron Technology in a report on Thursday, June 25th. Finally, Melius Research assumed coverage on shares of Micron Technology in a research note on Monday, April 27th. They issued a “buy” rating and a $700.00 target price on the stock. Four investment 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. According to MarketBeat, the stock currently has an average rating of “Buy” and an average price target of $1,268.93.

Micron Technology Company 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.