Micron Technology, Inc. $MU Shares Sold by Capital International Inc. CA

Capital International Inc. CA trimmed its position in shares of Micron Technology, Inc. (NASDAQ:MU) by 3.6% in the third quarter, Holdings Channel.com reports. The firm owned 456,032 shares of the semiconductor manufacturer’s stock after selling 17,108 shares during the period. Capital International Inc. CA’s holdings in Micron Technology were worth $76,303,000 as of its most recent SEC filing.

Other institutional investors have also recently added to or reduced their stakes in the company. REAP Financial Group LLC purchased a new stake in shares of Micron Technology during the third quarter worth about $25,000. Barnes Dennig Private Wealth Management LLC acquired a new position in Micron Technology during the 3rd quarter worth $27,000. Howard Hughes Medical Institute bought a new position in Micron Technology during the second quarter worth $30,000. Cullen Frost Bankers Inc. grew its holdings in shares of Micron Technology by 79.3% during the third quarter. Cullen Frost Bankers Inc. now owns 199 shares of the semiconductor manufacturer’s stock valued at $33,000 after purchasing an additional 88 shares during the last quarter. Finally, WealthCollab LLC lifted its holdings in shares of Micron Technology by 4,500.0% in the 2nd quarter. WealthCollab LLC now owns 276 shares of the semiconductor manufacturer’s stock worth $34,000 after purchasing an additional 270 shares during the last quarter. Institutional investors and hedge funds own 80.84% of the company’s stock.

Analyst Ratings Changes

Several research firms have recently commented on MU. Barclays upped their price target on shares of Micron Technology from $275.00 to $450.00 and gave the stock an “overweight” rating in a research report on Friday, January 16th. Susquehanna raised their target price on Micron Technology from $345.00 to $525.00 and gave the company a “positive” rating in a research report on Monday. Citigroup increased their price target on Micron Technology from $385.00 to $430.00 and gave the stock a “buy” rating in a research note on Monday. Itau BBA Securities restated an “outperform” rating on shares of Micron Technology in a research note on Thursday, December 18th. Finally, Wedbush set a $320.00 target price on shares of Micron Technology in a research report on Thursday, December 18th. Six investment analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Buy” and a consensus price target of $381.14.

Micron Technology Stock Up 5.1%

MU opened at $389.32 on Tuesday. The company has a debt-to-equity ratio of 0.19, a quick ratio of 1.78 and a current ratio of 2.46. The company has a market capitalization of $438.18 billion, a PE ratio of 37.01 and a beta of 1.50. The stock’s fifty day moving average is $381.87 and its 200-day moving average is $265.50. Micron Technology, Inc. has a one year low of $61.54 and a one year high of $455.50.

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

Micron Technology Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, January 14th. Investors of record on Monday, December 29th were paid a dividend of $0.115 per share. The ex-dividend date of this dividend was Monday, December 29th. This represents a $0.46 annualized dividend and a yield of 0.1%. Micron Technology’s dividend payout ratio is currently 4.37%.

Insider Buying and Selling

In related news, EVP Manish H. Bhatia sold 26,623 shares of Micron Technology stock in a transaction dated Thursday, January 22nd. The stock was sold at an average price of $391.04, for a total value of $10,410,657.92. Following the transaction, the executive vice president owned 323,486 shares of the company’s stock, valued at approximately $126,495,965.44. This trade represents a 7.60% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, EVP April S. Arnzen sold 15,000 shares of the company’s stock in a transaction dated Monday, December 22nd. The shares were sold at an average price of $277.09, for a total transaction of $4,156,350.00. Following the sale, the executive vice president directly owned 165,618 shares of the company’s stock, valued at $45,891,091.62. This represents a 8.30% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have purchased 23,200 shares of company stock valued at $7,821,723 and have sold 73,623 shares valued at $27,307,408. Corporate insiders own 0.24% of the company’s stock.

Key Headlines Impacting Micron Technology

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

• Positive Sentiment: Multiple big price‑target upgrades and Buy/Positive ratings from Wall Street lift investor sentiment — Stifel raised its PT to $550. Server DDR5 Is A Promising Opportunity For Micron Technology, Inc. (MU), Says Stifel
• Positive Sentiment: Susquehanna and Citi also bumped targets (Susquehanna to $525; Citi to $430), and UBS raised its target — reinforcing a bullish consensus tied to tight memory supply and AI demand. Benzinga Coverage of Analyst Target Changes
• Positive Sentiment: Micron announced customer sampling of a 256GB SOCAMM2 LPDRAM module (co‑designed with NVIDIA) and opened an advanced assembly/test facility in India — these moves expand addressable AI memory opportunities and diversify manufacturing. Micron’s AI Memory Milestone And India Expansion Raise Valuation Questions
• Positive Sentiment: Inclusion in the S&P 100 increases index‑fund demand and signals Micron’s growing role in AI infrastructure. Micron’s S&P 100 Debut Highlights Expanding Role In AI Memory
• Positive Sentiment: Consensus previews and channel checks point to a strong Q2 setup (DRAM price strength, locked HBM deals) — analysts expect a potential beat and guidance upside, which supports near‑term upside into earnings. Micron Is Likely To Beat Earnings Again And Rise (Preview)
• Neutral Sentiment: ETFs and sector funds (e.g., VLUE, USMV) hold sizable MU positions — this supports liquidity and sustained demand but also raises correlation risk to ETF flows. Worried About Volatility? These 3 ETFs Have You Covered (MU)
• Negative Sentiment: NVIDIA reportedly selected Samsung and SK Hynix as HBM4 suppliers — a loss of an HBM4 design slot would reduce Micron’s exposure to a high‑value HBM upgrade cycle and tempers some AI upside. Nvidia Selects HBM4 Memory Suppliers
• Negative Sentiment: Articles warning that parts of the market look vulnerable and commentary that Nvidia’s supplier choices could sideline Micron in specific HBM programs add caution — they increase headline risk into earnings. Micron Investors Just Got Terrible News From Nvidia

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.