Lazard Freres Gestion S.A.S. Has $4.43 Million Stock Holdings in Micron Technology, Inc. $MU

Lazard Freres Gestion S.A.S. lessened its holdings in Micron Technology, Inc. (NASDAQ:MU) by 7.0% during the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 26,500 shares of the semiconductor manufacturer’s stock after selling 2,000 shares during the quarter. Lazard Freres Gestion S.A.S.’s holdings in Micron Technology were worth $4,433,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also bought and sold shares of the company. Norges Bank acquired a new position in shares of Micron Technology in the 2nd quarter worth approximately $1,980,700,000. Slate Path Capital LP purchased a new stake in Micron Technology in the 2nd quarter valued at $317,751,000. Vanguard Group Inc. grew its holdings in shares of Micron Technology by 1.9% in the second quarter. Vanguard Group Inc. now owns 103,879,662 shares of the semiconductor manufacturer’s stock valued at $12,803,168,000 after acquiring an additional 1,973,294 shares in the last quarter. State Street Corp grew its position in Micron Technology by 2.7% during the second quarter. State Street Corp now owns 51,373,591 shares of the semiconductor manufacturer’s stock valued at $6,331,795,000 after buying an additional 1,349,713 shares during the period. Finally, Orbis Allan Gray Ltd raised its stake in shares of Micron Technology by 50.2% in the second 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 period. Institutional investors and hedge funds own 80.84% of the company’s stock.

Insiders Place Their Bets

In related news, EVP Scott J. Deboer sold 82,000 shares of the business’s stock in a transaction on Monday, October 27th. The shares were sold at an average price of $222.81, for a total value of $18,270,420.00. Following the completion of the transaction, the executive vice president directly owned 154,145 shares in the company, valued at $34,345,047.45. The trade was a 34.72% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, Director Steven J. Gomo sold 5,000 shares of the stock in a transaction that occurred on Friday, December 19th. The shares were sold at an average price of $263.63, for a total value of $1,318,150.00. Following the transaction, the director owned 19,139 shares in the company, valued at $5,045,614.57. This trade represents a 20.71% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 349,163 shares of company stock worth $77,822,318. Corporate insiders own 0.24% of the company’s stock.

Trending Headlines about Micron Technology

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

• Positive Sentiment: Strong fundamentals: Micron reported a big beat in its latest quarter (EPS and revenue well above consensus), underpinning continued investor confidence in margins and cash generation. Micron Technology (MU) Soars to All-Time High Ahead of Dividend Payout
• Positive Sentiment: AI/HBM tailwind: Micron is a key supplier of high-bandwidth memory and has effectively sold out 2026 HBM capacity, giving it pricing power and strong revenue visibility into AI data-center buildouts. The 3 Stocks That Crushed the S&P 500 in 2025
• Positive Sentiment: NAND momentum: NAND revenues have risen meaningfully (now a larger slice of sales), helping diversify Micron’s mix and capture more of AI/data-center spend. Micron Technology’s NAND Revenues Reach $2.7B: Is It a Growth Lever?
• Neutral Sentiment: Options and flows: Elevated options activity and lighter holiday trading can amplify intraday moves, making short-term price action more volatile without changing the underlying fundamentals. Unpacking the Latest Options Trading Trends in Micron Technology
• Neutral Sentiment: Long-term performance narratives: Coverage highlighting Micron’s huge multi-year gains and the stock’s status as a top 2025 performer reinforces buy-and-hold stories but can also encourage rotation. If You Invested $1000 In Micron Technology Stock 15 Years Ago, You Would Have This Much Today
• Negative Sentiment: Thin holiday volume and profit-taking: Several outlets note the stock eased amid light holiday trading and investors taking profits after a massive 2025 run — this increases downside pressure on quieter sessions. Micron (MU) Stock; Slips on Thin Holiday Volume as AI Memory Tailwinds Dominate Outlook
• Negative Sentiment: Analyst pushback and downgrades: Some analysts and commentary pieces have flagged valuation and timing risks, with at least one notable ratings downgrade and sell-side caution that could pressure sentiment. Micron – Timing Might Be Everything (Ratings Downgrade)
• Negative Sentiment: Sell recommendations / valuation concerns: Some outlets have issued sell or cautious takes citing high near-term multiples after the rally, which can accelerate short-term outflows. Micron Technology (MU): A Sell Recommendation Amid High Valuations

Micron Technology Stock Performance

Shares of Micron Technology stock opened at $285.84 on Friday. The company has a market capitalization of $321.71 billion, a PE ratio of 27.17, a price-to-earnings-growth ratio of 0.18 and a beta of 1.54. The stock’s fifty day moving average is $243.94 and its two-hundred day moving average is $175.54. Micron Technology, Inc. has a 52 week low of $61.54 and a 52 week high of $298.83. 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 (NASDAQ:MU) last released its quarterly earnings data on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 earnings per share for the quarter, topping analysts’ consensus estimates of $3.77 by $1.01. The company had revenue of $13.64 billion during the quarter, compared to analyst estimates of $12.62 billion. Micron Technology had a net margin of 28.15% and a return on equity of 22.71%. The firm’s revenue for the quarter was up 56.7% compared to the same quarter last year. During the same period in the prior year, the firm earned $1.79 earnings per share. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. As a group, analysts expect that Micron Technology, Inc. will post 6.08 earnings per share for the current year.

Micron Technology Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, January 14th. Investors of record on Monday, December 29th will be given a dividend of $0.115 per share. The ex-dividend date is Monday, December 29th. This represents a $0.46 dividend on an annualized basis and a yield of 0.2%. Micron Technology’s payout ratio is currently 4.37%.

Analysts Set New Price Targets

Several equities analysts recently commented on the company. Cowen restated a “buy” rating on shares of Micron Technology in a research report on Thursday, December 11th. Rosenblatt Securities reissued a “buy” rating and issued a $300.00 target price on shares of Micron Technology in a research report on Monday, December 15th. Weiss Ratings raised Micron Technology from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Saturday, November 1st. Citigroup boosted their target price on Micron Technology from $300.00 to $330.00 and gave the stock a “buy” rating in a research report on Thursday, December 18th. Finally, Piper Sandler raised their price objective on shares of Micron Technology from $200.00 to $275.00 and gave the stock an “overweight” rating in a report on Thursday, December 18th. Five research analysts have rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Buy” and a consensus target price of $282.61.

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.