GF Fund Management CO. LTD. Has $49.12 Million Stock Holdings in Micron Technology, Inc. $MU

GF Fund Management CO. LTD. boosted its position in Micron Technology, Inc. (NASDAQ:MU) by 34.5% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 293,567 shares of the semiconductor manufacturer’s stock after acquiring an additional 75,351 shares during the period. Micron Technology accounts for about 0.9% of GF Fund Management CO. LTD.’s holdings, making the stock its 22nd biggest position. GF Fund Management CO. LTD.’s holdings in Micron Technology were worth $49,120,000 at the end of the most recent reporting period.

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

Trending Headlines about Micron Technology

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

• Positive Sentiment: Analyst upgrades and bullish notes lifted investor enthusiasm; several upgrades and price-target raises prompted gap-ups and heavy buying earlier in the week. Micron Technology (NASDAQ:MU) Trading 9.9% Higher Following Analyst Upgrade
• Positive Sentiment: Management/CFO messaging that demand significantly outpaces supply — and that tightness could persist beyond 2026 — bolstered the bull case for DRAM/HBM pricing power and AI revenue visibility. Micron Technology Stock (MU) Opinions on CFO Supply-Demand Outlook
• Positive Sentiment: Company momentum tied to accelerated HBM4 and NAND updates — reports of faster HBM4 timelines and facility progress lifted expectations for near-term product competitiveness and AI revenue mix. Micron (MU) Stock Surges 10% on Accelerated HBM4 Chip Timeline
• Neutral Sentiment: Retail and social-media sentiment has flipped bullish (Reddit/X), amplifying momentum but increasing volatility risk as retail participation can accelerate both rallies and pullbacks. Micron Is Suddenly at the Center of AI Spending As Shares Keep Soaring
• Neutral Sentiment: “Is Micron the next Nvidia?” pieces and bull-case writeups drive narrative momentum but are largely speculative — useful for sentiment but not proof of sustainable fundamentals. 2 AI Stocks Soaring Over 400% That Could Be The Next NVIDIA
• Negative Sentiment: Samsung’s announcement that it’s mass-producing HBM4 raises competitive risk and prompts investors to re-evaluate Micron’s premium valuation and near-term share gains. Samsung Claims to Be First to Ship New Memory Chips. What It Means for Micron.
• Negative Sentiment: Valuation concerns and at least one downgrade/dissenting view argue Micron may be “priced to perfection,” increasing pullback risk if execution or end-market strength softens. Micron Is Priced To Perfection In A Non-Perfect Market (Downgrade)
• Negative Sentiment: Notable insider selling activity (multiple executive sales) is being watched by some investors as a potential caution, even as institutional holdings remain large and mixed. Micron Technology Stock (MU) Opinions on CFO Supply-Demand Outlook

Micron Technology Trading Down 0.6%

Shares of MU opened at $411.66 on Friday. The stock has a market capitalization of $463.33 billion, a P/E ratio of 39.13 and a beta of 1.52. The firm has a fifty day simple moving average of $334.97 and a two-hundred day simple moving average of $231.90. 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 twelve month low of $61.54 and a twelve month high of $455.50.

Micron Technology (NASDAQ:MU) last issued 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 firm had revenue of $13.64 billion for the quarter, compared to analyst estimates of $12.62 billion. Micron Technology had a return on equity of 22.71% and a net margin of 28.15%.The business’s quarterly revenue was up 56.7% compared to the same quarter last year. During the same period last year, the company earned $1.79 EPS. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. On average, research analysts anticipate that Micron Technology, Inc. will post 6.08 EPS for the current year.

Micron Technology Announces Dividend

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

Insider Activity

In other Micron Technology news, CAO Scott R. Allen sold 2,000 shares of the firm’s stock in a transaction that occurred on Tuesday, January 6th. The shares were sold at an average price of $337.50, for a total transaction of $675,000.00. Following the completion of the transaction, the chief accounting officer owned 38,237 shares of the company’s stock, valued at approximately $12,904,987.50. This trade represents a 4.97% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Sumit Sadana sold 25,000 shares of the business’s stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $429.89, for a total value of $10,747,250.00. Following the completion of the sale, the executive vice president directly owned 248,021 shares in the company, valued at approximately $106,621,747.69. This represents a 9.16% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders have purchased 23,200 shares of company stock worth $7,821,723 and have sold 73,623 shares worth $27,307,408. Corporate insiders own 0.24% of the company’s stock.

Wall Street Analysts Forecast Growth

MU has been the subject of a number of recent research reports. Sanford C. Bernstein raised their target price on Micron Technology from $270.00 to $330.00 and gave the stock an “outperform” rating in a research report on Friday, January 2nd. Wells Fargo & Company raised their price target on Micron Technology from $335.00 to $410.00 and gave the stock an “overweight” rating in a report on Thursday, January 15th. UBS Group upped their price target on Micron Technology from $300.00 to $400.00 and gave the company a “buy” rating in a research report on Wednesday, January 7th. Phillip Securities upgraded shares of Micron Technology to a “strong-buy” rating in a research note on Monday, February 2nd. Finally, Raymond James Financial boosted their target price on Micron Technology from $190.00 to $310.00 and gave the stock an “outperform” rating in a research report on Thursday, December 18th. Six equities research analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Buy” and a consensus target price of $353.21.

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.