Quadrature Capital Ltd Buys 84,644 Shares of Micron Technology, Inc. $MU

Quadrature Capital Ltd increased its stake in shares of Micron Technology, Inc. (NASDAQ:MU) by 12.2% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 778,302 shares of the semiconductor manufacturer’s stock after purchasing an additional 84,644 shares during the quarter. Micron Technology makes up 1.5% of Quadrature Capital Ltd’s holdings, making the stock its 16th largest position. Quadrature Capital Ltd’s holdings in Micron Technology were worth $130,257,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors also recently added to or reduced their stakes in MU. Vanguard Group Inc. raised its holdings in Micron Technology by 0.7% in the third quarter. Vanguard Group Inc. now owns 104,653,450 shares of the semiconductor manufacturer’s stock worth $17,510,615,000 after purchasing an additional 773,788 shares in the last quarter. State Street Corp lifted its position in shares of 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 last quarter. Capital International Investors boosted its holdings in shares of Micron Technology by 0.7% in the 3rd quarter. Capital International Investors now owns 23,372,821 shares of the semiconductor manufacturer’s stock valued at $3,910,198,000 after buying an additional 155,860 shares in the last quarter. Norges Bank bought a new stake in shares of Micron Technology in the 2nd quarter valued at about $1,980,700,000. Finally, Invesco Ltd. grew its position in shares of Micron Technology by 8.0% in the 3rd quarter. Invesco Ltd. now owns 9,622,166 shares of the semiconductor manufacturer’s stock worth $1,609,981,000 after buying an additional 708,716 shares during the last quarter. Institutional investors own 80.84% of the company’s stock.

Insider Buying and Selling

In other news, Director Teyin M. Liu acquired 11,600 shares of the business’s stock in a transaction dated Tuesday, January 13th. The shares were acquired at an average cost of $337.07 per share, with a total value of $3,910,012.00. Following the completion of the acquisition, the director owned 14,310 shares of the company’s stock, valued at approximately $4,823,471.70. This trade represents a 428.04% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which is accessible through this link. Also, EVP Sumit Sadana sold 25,000 shares of the stock in a transaction dated Monday, February 2nd. The shares were sold at an average price of $429.89, for a total value of $10,747,250.00. Following the completion of the transaction, the executive vice president directly owned 248,021 shares in the company, valued at $106,621,747.69. This represents a 9.16% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have bought 23,200 shares of company stock worth $7,821,723 and have sold 73,623 shares worth $27,307,408. Insiders own 0.24% of the company’s stock.

More Micron Technology News

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

• Positive Sentiment: Micron reported very strong fiscal results and margin expansion with AI-driven memory demand tightening supply, underpinning upside to profit and cash flow. Micron’s Next Chapter Starts After Q2
• Positive Sentiment: High-bandwidth memory (HBM) is effectively sold out for 2026, supporting pricing power and near-term revenue visibility for AI customers. HBM Sold Out For 2026
• Positive Sentiment: Multiple analyst upgrades and hefty price-target raises (including Wolfe Research and Susquehanna) have pushed sentiment higher and helped recent rallies. Wolfe Research Sets $500 Target
• Neutral Sentiment: An upcoming Q2 earnings report and changing institutional ownership ahead of the print are focal catalysts; results/guidance will likely drive the next leg of volatility. Who Owns MU Ahead of Q2
• Neutral Sentiment: Strategic partnerships across the supply chain (e.g., Applied Materials) reinforce Micron’s role in AI-memory buildouts but are long-term positives rather than immediate catalysts. Applied Materials Partnerships
• Negative Sentiment: After an enormous YTD gain, profit-taking and broader market weakness are pressuring the stock; several outlets note MU is pulling back more steeply than the market today. MU Falls More Steeply Than Broader Market
• Negative Sentiment: Valuation and “toppy” technical calls are prompting caution among some investors despite strong fundamentals — expect higher intraday volatility until earnings/guidance settle expectations. Why Micron Stock Is Sinking Today

Micron Technology Stock Down 3.2%

NASDAQ:MU opened at $405.35 on Friday. The company has a current ratio of 2.46, a quick ratio of 1.78 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. The company has a market cap of $456.23 billion, a PE ratio of 38.53 and a beta of 1.50. The company’s 50 day moving average is $389.13 and its two-hundred day moving average is $269.51.

Micron Technology (NASDAQ:MU) last issued its quarterly earnings results on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.77 by $1.01. The business had revenue of $13.64 billion for 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%. Micron Technology’s revenue for the quarter was up 56.7% compared to the same quarter last year. During the same quarter in the prior year, the business posted $1.79 EPS. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. Analysts anticipate that Micron Technology, Inc. will post 6.08 EPS for the current year.

Micron Technology Announces Dividend

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

Analyst Ratings Changes

Several research analysts recently commented on MU shares. Deutsche Bank Aktiengesellschaft boosted their price objective on shares of Micron Technology from $200.00 to $280.00 and gave the stock a “buy” rating in a research note on Tuesday, December 9th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Micron Technology in a report on Thursday, January 29th. The Goldman Sachs Group reaffirmed a “neutral” rating and set a $360.00 price target on shares of Micron Technology in a research report on Monday, March 2nd. Wall Street Zen upgraded Micron Technology from a “buy” rating to a “strong-buy” rating in a report on Sunday, November 23rd. Finally, Needham & Company LLC raised their price objective on Micron Technology from $380.00 to $450.00 and gave the stock a “buy” rating in a research report on Tuesday, February 17th. Six equities research analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and three have issued a Hold rating to the company. According to MarketBeat.com, the company has a consensus rating of “Buy” and a consensus target price of $383.21.

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.