Micron Technology, Inc. $MU Position Boosted by Cibc World Market Inc.

Cibc World Market Inc. increased its position in Micron Technology, Inc. (NASDAQ:MU) by 21.2% in the third quarter, according to its most recent disclosure with the SEC. The institutional investor owned 308,523 shares of the semiconductor manufacturer’s stock after purchasing an additional 53,973 shares during the period. Cibc World Market Inc.’s holdings in Micron Technology were worth $51,622,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the company. Vanguard Group Inc. grew its position in shares of Micron Technology by 1.9% in the 2nd quarter. Vanguard Group Inc. now owns 103,879,662 shares of the semiconductor manufacturer’s stock worth $12,803,168,000 after acquiring an additional 1,973,294 shares in the last quarter. State Street Corp raised its position in shares of Micron Technology by 2.7% during the 2nd quarter. State Street Corp now owns 51,373,591 shares of the semiconductor manufacturer’s stock valued at $6,331,795,000 after acquiring an additional 1,349,713 shares in the last quarter. Geode Capital Management LLC lifted its stake in Micron Technology by 1.2% during the second quarter. Geode Capital Management LLC now owns 25,690,491 shares of the semiconductor manufacturer’s stock worth $3,152,974,000 after purchasing an additional 314,489 shares during the last quarter. Norges Bank acquired a new position in Micron Technology in the second quarter worth $1,980,700,000. Finally, Invesco Ltd. boosted its holdings in Micron Technology by 3.2% in the second quarter. Invesco Ltd. now owns 8,913,450 shares of the semiconductor manufacturer’s stock worth $1,098,583,000 after purchasing an additional 277,507 shares during the period. 80.84% of the stock is owned by institutional investors.

Insider Buying and Selling at Micron Technology

In related news, EVP Sumit Sadana sold 25,000 shares of the company’s 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 sale, the executive vice president owned 248,021 shares of the company’s stock, valued at $106,621,747.69. This represents a 9.16% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, Director Teyin M. Liu bought 7,820 shares of the firm’s stock in a transaction that occurred on Wednesday, January 14th. The stock was bought at an average price of $337.50 per share, with a total value of $2,639,250.00. Following the transaction, the director directly owned 25,910 shares in the company, valued at $8,744,625. This represents a 43.23% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Over the last quarter, insiders purchased 23,200 shares of company stock valued at $7,821,723 and sold 73,623 shares valued at $27,307,408. Company insiders own 0.24% of the company’s stock.

Micron Technology Price Performance

Shares of NASDAQ:MU opened at $373.05 on Wednesday. The firm’s 50 day moving average is $324.22 and its two-hundred day moving average is $226.41. The firm has a market capitalization of $419.87 billion, a P/E ratio of 35.46 and a beta of 1.51. 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 52 week low of $61.54 and a 52 week high of $455.50.

Micron Technology (NASDAQ:MU) last issued its quarterly earnings data on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 earnings per share (EPS) for the quarter, topping 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 the consensus estimate of $12.62 billion. During the same period in the previous year, the firm posted $1.79 earnings per share. The business’s 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. Analysts anticipate that Micron Technology, Inc. will post 6.08 earnings per share for the current year.

Micron Technology Announces Dividend

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

Key Stories Impacting Micron Technology

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

• Positive Sentiment: Top TD Cowen analyst Krish Sankar raised a bull-side price target to $600, arguing prolonged DRAM market tightness could drive outsized upside for MU. MU Stock at $600 (Up 56%)? Top Analyst Cites Prolonged DRAM Market Tightness
• Positive Sentiment: UBS bumped its price target to $450, adding institutional support for higher targets and signaling continued analyst conviction behind Micron’s AI/DRAM positioning. UBS Raises Micron Technology (MU) Price Target to $450
• Positive Sentiment: Micron’s US$24 billion Singapore fab plan was highlighted as a major capacity and AI-memory growth catalyst that deepens its long-term AI memory story. Large-capex expansion supports revenue/market-share outlook. Micron’s US$24b Singapore Fab Deepens AI Memory Growth Story
• Positive Sentiment: Technical and momentum signals are bullish: a key trading signal around ~$370.40 coincided with intraday strength and attracted momentum traders. Micron Technology Shares Climb 3% Following Key Trading Signal
• Neutral Sentiment: Analyst commentary and coverage pieces (Zacks, Barrons, Motley Fool themes) emphasize Micron’s strong earnings growth, HBM demand, and AI exposure — factors that justify attention but also note valuation and cyclicality risks. Micron Is Quietly Outperforming NVIDIA – Don’t Ignore It
• Negative Sentiment: Competitive headwinds: Samsung announced mass production of next‑gen HBM4 chips and indicated shipments to Nvidia sooner than Micron’s planned rollout, raising near-term share and pricing risk for Micron’s HBM business. Samsung Stock Rises on Report of Next-Gen Chip Rollout. Why It Matters for Micron.
• Negative Sentiment: Market reactions to Samsung’s lead and Nvidia-related uncertainty have already pressured MU in recent sessions; some outlets flag short-term downside risk if Micron’s HBM4 timing or Nvidia content share disappoints. Micron stock falls after Samsung’s next-gen chip production news
• Negative Sentiment: Longer-term caution pieces ask whether Micron can avoid cyclical downturns after strong demand spikes — a reminder that high earnings and price momentum carry collapse risk if demand reverts. Can Micron Technology Stock Avoid a Future Collapse?

Analysts Set New Price Targets

A number of research analysts have recently issued reports on MU shares. JPMorgan Chase & Co. raised their price target on shares of Micron Technology from $220.00 to $350.00 and gave the stock an “overweight” rating in a research report on Thursday, December 18th. Wedbush set a $320.00 price objective on shares of Micron Technology in a research note on Thursday, December 18th. New Street Research reissued a “neutral” rating on shares of Micron Technology in a report on Tuesday, October 14th. Phillip Securities upgraded Micron Technology to a “strong-buy” rating in a research note on Monday, February 2nd. Finally, HSBC increased their price target on Micron Technology from $350.00 to $500.00 and gave the stock a “buy” rating in a research report on Friday, January 23rd. Six 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 stock. According to MarketBeat, the stock has a consensus rating of “Buy” and an average target price of $349.76.

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.