Commerzbank Aktiengesellschaft FI Sells 1,045 Shares of Micron Technology, Inc. $MU

Commerzbank Aktiengesellschaft FI trimmed its stake in Micron Technology, Inc. (NASDAQ:MU) by 9.7% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 9,709 shares of the semiconductor manufacturer’s stock after selling 1,045 shares during the quarter. Commerzbank Aktiengesellschaft FI’s holdings in Micron Technology were worth $3,280,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. High Note Wealth LLC boosted its position in shares of Micron Technology by 65.4% during the 4th quarter. High Note Wealth LLC now owns 86 shares of the semiconductor manufacturer’s stock worth $25,000 after purchasing an additional 34 shares in the last quarter. Elevation Wealth Partners LLC grew its stake in shares of Micron Technology by 295.8% in the 4th quarter. Elevation Wealth Partners LLC now owns 95 shares of the semiconductor manufacturer’s stock valued at $27,000 after buying an additional 71 shares during the period. Kohmann Bosshard Financial Services LLC bought a new stake in Micron Technology in the 1st quarter valued at about $27,000. Steigerwald Gordon & Koch Inc. increased its position in Micron Technology by 4,800.0% in the 4th quarter. Steigerwald Gordon & Koch Inc. now owns 98 shares of the semiconductor manufacturer’s stock valued at $28,000 after buying an additional 96 shares in the last quarter. Finally, Bayban acquired a new position in Micron Technology during the 4th quarter worth approximately $29,000. 80.84% of the stock is owned by institutional investors.

Insider Activity

In other news, CEO Sanjay Mehrotra sold 28,506 shares of the stock in a transaction dated Friday, June 26th. The shares were sold at an average price of $1,149.28, for a total value of $32,761,375.68. Following the completion of the sale, the chief executive officer owned 355,997 shares in the company, valued at $409,140,232.16. This represents a 7.41% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Lynn A. Dugle sold 1,300 shares of the firm’s stock in a transaction dated Tuesday, June 30th. The shares were sold at an average price of $1,150.43, for a total transaction of $1,495,559.00. Following the transaction, the director directly owned 17,728 shares in the company, valued at $20,394,823.04. The trade was a 6.83% 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 sold 163,300 shares of company stock worth $152,667,204. Company insiders own 0.24% of the company’s stock.

Micron Technology News Roundup

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

• Positive Sentiment: Micron is being highlighted as a strong AI chip and memory beneficiary, with several bullish articles pointing to durable demand, strong profitability, and attractive valuation after the recent pullback. NVIDIA & Micron: 2 Profitable AI Stocks With Strong Growth Potential
• Positive Sentiment: Morgan Stanley and other analysts said the selloff in memory stocks created a strong buying opportunity, arguing that data-center memory shortages are still intensifying. The Memory Stock Sell-Off Created a ‘Strong Entry Point,’ Says Morgan Stanley. Investors Are Buying In.
• Positive Sentiment: Shares of Micron, SanDisk, and Western Digital rebounded as investors rotated back into semiconductor names after last week’s sharp drop in AI-related stocks. Micron Jumps 5%, SanDisk Rises 6%, Western Digital Climbs 4% as Memory Stocks Rebound With Chips
• Positive Sentiment: A Seeking Alpha upgrade argued Micron’s business model and large backlog could drive EPS accretion and multiple expansion through FY2027. Micron: Berkshire-ification Against The Possible Greenfield Margin Squeeze (Upgrade)
• Neutral Sentiment: Some coverage noted large institutional call buying and speculative dip-buying in Micron, which can support short-term trading sentiment but does not change the company’s fundamentals. The Ugliest Stocks in the Market Just Got a Very Expensive Vote of Confidence (MU)
• Neutral Sentiment: Several articles focused on Micron’s broader role in the AI trade and memory shortage, reinforcing that the stock remains highly sensitive to swings in semiconductor sentiment. Micron, Lumentum, Sweetgreen, AMC, Domino’s, and More Stocks That Explain Today’s Market
• Negative Sentiment: Michael Burry’s short position and warning that Micron is “cyclical like no other” added caution around the stock’s valuation and the risk of a deeper AI-chip correction. Claude AI Says Michael Burry’s Micron (MU) Warning “Deserves Respect”
• Negative Sentiment: Bearish commentary also warned that semiconductor and technology stocks could still face another leg down if the recent AI trade unwind continues. Expect a 75% technology stocks wipeout, warns strategist
• Negative Sentiment: Micron has also been under pressure recently after SK Hynix’s memory-price warning sparked debate over how long tight supply can last, contributing to the prior selloff. Micron Stock Set to Snap Losing Streak After SK Hynix Memory Price Warning

Analyst Ratings Changes

Several brokerages have issued reports on MU. Wedbush increased their price target on Micron Technology from $1,300.00 to $1,400.00 and gave the stock an “outperform” rating in a report on Thursday, June 25th. Wolfe Research set a $1,500.00 price objective on Micron Technology in a report on Thursday, June 25th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Micron Technology in a research report on Tuesday, May 12th. TD Cowen reiterated a “buy” rating on shares of Micron Technology in a report on Friday, July 10th. Finally, Stifel Nicolaus increased their target price on Micron Technology from $550.00 to $1,500.00 and gave the stock a “buy” rating in a report on Thursday, June 18th. Four 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 stock. According to MarketBeat, the company currently has a consensus rating of “Buy” and a consensus target price of $1,268.93.

Micron Technology Stock Up 1.9%

Shares of NASDAQ:MU opened at $865.46 on Tuesday. The stock has a market cap of $977.44 billion, a price-to-earnings ratio of 19.59 and a beta of 2.14. The company has a quick ratio of 2.98, a current ratio of 3.42 and a debt-to-equity ratio of 0.05. Micron Technology, Inc. has a 12-month low of $103.38 and a 12-month high of $1,255.00. The business’s 50 day moving average is $950.86 and its 200 day moving average is $606.14.

Micron Technology (NASDAQ:MU) last released 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. Micron Technology had a return on equity of 71.13% and a net margin of 55.91%.The business had revenue of $41.46 billion during the quarter, compared to analyst estimates of $35.91 billion. During the same period in the prior year, the firm posted $1.91 EPS. Micron Technology’s quarterly revenue was up 345.8% compared to the same quarter last year. Micron Technology has set its Q4 2026 guidance at 30.000-32.000 EPS. On average, sell-side analysts forecast that Micron Technology, Inc. will post 72.93 earnings per share for the current fiscal year.

Micron Technology Announces Dividend

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

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.