Hanseatic Management Services Inc. Sells 3,094 Shares of Micron Technology, Inc. $MU

Hanseatic Management Services Inc. lessened its stake in Micron Technology, Inc. (NASDAQ:MU) by 58.3% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 2,217 shares of the semiconductor manufacturer’s stock after selling 3,094 shares during the period. Micron Technology makes up approximately 1.9% of Hanseatic Management Services Inc.’s holdings, making the stock its 14th largest position. Hanseatic Management Services Inc.’s holdings in Micron Technology were worth $2,559,000 at the end of the most recent reporting period.

A number of other hedge funds have also added to or reduced their stakes in the stock. Ramsey Quantitative Systems bought a new stake in shares of Micron Technology in the second quarter worth $46,000. RHL Group LLC purchased a new stake in Micron Technology during the second quarter valued at $47,000. Signature Resources Capital Management LLC lifted its holdings in Micron Technology by 1,125.0% in the second quarter. Signature Resources Capital Management LLC now owns 49 shares of the semiconductor manufacturer’s stock valued at $57,000 after acquiring an additional 45 shares during the period. Davis Capital Management lifted its holdings in Micron Technology by 510.0% in the second quarter. Davis Capital Management now owns 61 shares of the semiconductor manufacturer’s stock valued at $70,000 after acquiring an additional 51 shares during the period. Finally, Glynn Capital Management LLC boosted its position in Micron Technology by 40.9% in the second quarter. Glynn Capital Management LLC now owns 62 shares of the semiconductor manufacturer’s stock worth $72,000 after purchasing an additional 18 shares during the last quarter. 80.84% of the stock is currently owned by hedge funds and other institutional investors.

Micron Technology Trading Down 0.3%

Shares of Micron Technology stock opened at $932.86 on Friday. Micron Technology, Inc. has a fifty-two week low of $114.25 and a fifty-two week high of $1,255.00. 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 company has a market capitalization of $1.05 trillion, a P/E ratio of 21.12 and a beta of 2.18. The company has a fifty day moving average of $951.63 and a 200 day moving average of $714.71.

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

Micron Technology Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, July 21st. Investors 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 dividend yield of 0.1%. Micron Technology’s dividend payout ratio (DPR) is currently 1.36%.

More Micron Technology News

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

• Positive Sentiment: AI demand is tightening memory supply. CEO Sanjay Mehrotra said data-center customers want roughly 50% more memory than Micron can currently supply, while Nvidia identified memory availability as a key constraint on AI-system growth. That supports Micron’s pricing power and demand visibility. Micron CEO AI Shift Breaks Traditional Memory Market Cycles
• Positive Sentiment: Nvidia’s purchasing commitments reinforce the bullish outlook. Nvidia reportedly more than doubled memory-related supplier commitments to $279 billion, potentially benefiting Micron as a major supplier. Micron also has approximately $22 billion in strategic commitments, including contracts extending through 2030. Nvidia Just Validated Micron’s Biggest AI Bull Case
• Positive Sentiment: Expansion plans strengthen Micron’s long-term positioning. The company is investing $10 billion in U.S. research labs, launching a $250 million venture fund and expanding its workforce-training infrastructure. President Donald Trump’s praise of Micron as one of the world’s “hottest” companies adds political visibility to the investment. Why Micron Stock Didn’t Get a Leg Up From SK Hynix’s Memory Optimism
• Neutral Sentiment: Analysts and bullish commentators point to surging DRAM and NAND prices, record margins and the possibility that AI demand has made memory cycles less volatile. However, much of this optimism may already be reflected in Micron’s substantial previous gains.
• Negative Sentiment: Profit-taking and valuation concerns are weighing on the shares. Micron has rallied sharply, encouraging investors to lock in gains even after favorable Nvidia news. A softer technology-market backdrop and concerns about potential U.S. chip tariffs are adding pressure. Why Is Micron Stock Falling
• Negative Sentiment: Investors remain concerned that the memory supercycle will eventually become cyclical. Increased industry capacity or new competitors could eventually reduce pricing and margins, while current supply shortages may constrain Nvidia’s shipments in the near term. Micron Stock Has Surged 220 Percent

Insider Activity at Micron Technology

In other Micron Technology news, Director Lynn A. Dugle sold 1,300 shares of the company’s 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 value of $1,495,559.00. Following the completion of the transaction, the director directly owned 17,728 shares in the company, valued at $20,394,823.04. This represents a 6.83% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, CAO Scott R. Allen sold 879 shares of the stock in a transaction that occurred on Thursday, July 23rd. The shares were sold at an average price of $1,000.00, for a total transaction of $879,000.00. Following the sale, the chief accounting officer directly owned 34,958 shares of the company’s stock, valued at approximately $34,958,000. This trade represents a 2.45% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 177,204 shares of company stock worth $182,156,264 in the last three months. Corporate insiders own 0.24% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research firms have issued reports on MU. Needham & Company LLC boosted their price target on Micron Technology from $1,550.00 to $1,650.00 and gave the company a “buy” rating in a research note on Thursday, June 25th. Rosenblatt Securities increased their price objective on shares of Micron Technology from $1,200.00 to $1,500.00 and gave the stock a “buy” rating in a research note on Thursday, June 25th. Zacks Research downgraded shares of Micron Technology from a “strong-buy” rating to a “hold” rating in a report on Wednesday, August 19th. Stifel Nicolaus raised their price objective on shares of Micron Technology from $550.00 to $1,500.00 and gave the stock a “buy” rating in a report on Thursday, June 18th. Finally, Weiss Ratings restated a “buy (b)” rating on shares of Micron Technology in a research report on Friday, August 7th. Four equities research analysts have rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Buy” and a consensus target price of $1,295.63.

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.