J. Safra Sarasin Holding AG Has $9.26 Million Stock Position in Micron Technology, Inc. $MU

J. Safra Sarasin Holding AG lowered its position in Micron Technology, Inc. (NASDAQ:MU) by 21.7% in the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 27,419 shares of the semiconductor manufacturer’s stock after selling 7,611 shares during the period. J. Safra Sarasin Holding AG’s holdings in Micron Technology were worth $9,263,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in MU. Norges Bank acquired a new stake in shares of Micron Technology during the fourth quarter worth about $6,433,456,000. AQR Capital Management LLC grew its position in shares of Micron Technology by 411.9% in the 3rd quarter. AQR Capital Management LLC now owns 3,627,022 shares of the semiconductor manufacturer’s stock valued at $606,873,000 after purchasing an additional 2,918,535 shares during the period. Arrowstreet Capital Limited Partnership increased its stake in Micron Technology by 1,340.6% during the 4th quarter. Arrowstreet Capital Limited Partnership now owns 2,820,986 shares of the semiconductor manufacturer’s stock worth $805,148,000 after purchasing an additional 2,625,169 shares in the last quarter. Amundi increased its stake in Micron Technology by 65.0% during the 4th quarter. Amundi now owns 4,989,400 shares of the semiconductor manufacturer’s stock worth $1,424,025,000 after purchasing an additional 1,965,319 shares in the last quarter. Finally, Vanguard Group Inc. raised its holdings in Micron Technology by 1.9% during the 4th quarter. Vanguard Group Inc. now owns 106,608,094 shares of the semiconductor manufacturer’s stock worth $30,427,016,000 after buying an additional 1,954,644 shares during the period. 80.84% of the stock is currently owned by institutional investors.

Trending Headlines about Micron Technology

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

• Positive Sentiment: TD Cowen reiterated a Buy on Micron with a $1,600 price target, citing tight supply and strong demand for AI memory. Micron’s (MU) Tight Supply Drives This Five-Star Analyst’s $1,600 Outlook
• Positive Sentiment: Micron announced plans to invest up to $3 billion in the U.S. semiconductor supply chain, including a $500 million financing deal with GlobalWafers and a 10-year wafer supply agreement, which supports long-term manufacturing capacity and supply security. Micron boosts plans for investment in US to over $250B
• Positive Sentiment: Analysts and investors continue to highlight Micron’s blowout results, with strong revenue growth, margin expansion, and high-bandwidth memory demand reinforcing the long-term bull case. Micron Crushes Earnings: Is a Stock Split Next?
• Neutral Sentiment: Micron is also getting attention from traders because of heavy volume and broader volatility in the AI-memory complex, which suggests the stock may be consolidating after a strong move. Why Is Micron Stock Slipping Today, 7/10/26?
• Negative Sentiment: SK Hynix’s Nasdaq debut is giving investors another way to play AI memory, which may be pulling some money away from Micron and fueling valuation comparisons across the sector. Is SK Hynix stock a better pick to play AI memory market than Micron?
• Negative Sentiment: Some articles note that the recent AI sell-off is more about stretched expectations than fundamentals, implying investors are taking profits even in strong names like Micron. The AI Sell-Off That Isn’t About AI

Wall Street Analyst Weigh In

A number of research analysts have weighed in on the stock. The Goldman Sachs Group lifted their price target on shares of Micron Technology from $900.00 to $1,100.00 and gave the company a “neutral” rating in a research note on Thursday, June 25th. Barclays raised their price objective on shares of Micron Technology from $1,175.00 to $2,000.00 and gave the stock an “overweight” rating in a report on Thursday, June 25th. Raymond James Financial boosted their price objective on shares of Micron Technology from $1,100.00 to $1,500.00 and gave the company an “outperform” rating in a research report on Thursday, June 25th. Wells Fargo & Company upped their target price on shares of Micron Technology from $1,220.00 to $1,525.00 and gave the stock an “overweight” rating in a research note on Thursday, June 25th. Finally, Wolfe Research set a $1,500.00 target price on Micron Technology in a report on Thursday, June 25th. Five equities research analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and three have issued a Hold rating to the company’s stock. According to MarketBeat, Micron Technology currently has an average rating of “Buy” and a consensus target price of $1,263.76.

Micron Technology Price Performance

Micron Technology stock opened at $979.30 on Monday. The company has a market cap of $1.11 trillion, a P/E ratio of 22.17 and a beta of 2.14. Micron Technology, Inc. has a 1-year low of $103.38 and a 1-year high of $1,255.00. The company has a fifty day simple moving average of $923.27 and a 200 day simple moving average of $580.30. The company has a current ratio of 3.42, a quick ratio of 2.98 and a debt-to-equity ratio of 0.05.

Micron Technology (NASDAQ:MU) last issued its quarterly earnings results on Wednesday, June 24th. The semiconductor manufacturer reported $25.11 EPS for the quarter, topping the consensus estimate of $21.39 by $3.72. Micron Technology had a net margin of 55.91% and a return on equity of 71.13%. The firm had revenue of $41.46 billion for the quarter, compared to analysts’ expectations of $35.91 billion. During the same period in the previous year, the firm posted $1.91 EPS. The company’s revenue for the quarter was up 345.8% on a year-over-year basis. Micron Technology has set its Q4 2026 guidance at 30.000-32.000 EPS. Research analysts anticipate that Micron Technology, Inc. will post 72.94 earnings per share for the current fiscal year.

Micron Technology Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, July 21st. Investors of record on Monday, July 6th will be issued a dividend of $0.15 per share. This represents a $0.60 annualized dividend and a yield of 0.1%. The ex-dividend date is Monday, July 6th. Micron Technology’s dividend payout ratio is presently 1.36%.

Insider Buying and Selling

In related news, EVP April S. Arnzen sold 40,000 shares of the stock in a transaction that occurred on Wednesday, July 1st. The stock was sold at an average price of $1,083.94, for a total transaction of $43,357,600.00. Following the completion of the transaction, the executive vice president directly owned 85,737 shares of the company’s stock, valued at approximately $92,933,763.78. This represents a 31.81% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Steven J. Gomo sold 2,000 shares of the firm’s stock in a transaction on Monday, May 11th. The shares were sold at an average price of $787.03, for a total transaction of $1,574,060.00. Following the completion of the transaction, the director directly owned 17,139 shares of the company’s stock, valued at $13,488,907.17. This represents a 10.45% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 163,300 shares of company stock worth $152,667,204. Insiders own 0.24% of the company’s stock.

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.