Natixis Advisors LLC Increases Position in Micron Technology, Inc. $MU

Natixis Advisors LLC boosted its position in Micron Technology, Inc. (NASDAQ:MU) by 8.7% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 700,872 shares of the semiconductor manufacturer’s stock after acquiring an additional 55,891 shares during the period. Natixis Advisors LLC owned about 0.06% of Micron Technology worth $117,270,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of MU. Brighton Jones LLC boosted its holdings in shares of Micron Technology by 18.3% during the fourth quarter. Brighton Jones LLC now owns 6,318 shares of the semiconductor manufacturer’s stock worth $532,000 after purchasing an additional 976 shares during the last quarter. Sivia Capital Partners LLC grew its position in shares of Micron Technology by 21.7% in the second quarter. Sivia Capital Partners LLC now owns 3,528 shares of the semiconductor manufacturer’s stock valued at $435,000 after purchasing an additional 628 shares during the period. United Bank acquired a new position in Micron Technology in the second quarter valued at $236,000. Schnieders Capital Management LLC. increased its stake in Micron Technology by 67.9% in the second quarter. Schnieders Capital Management LLC. now owns 16,984 shares of the semiconductor manufacturer’s stock valued at $2,093,000 after purchasing an additional 6,867 shares during the last quarter. Finally, Atlantic Union Bankshares Corp purchased a new position in Micron Technology during the second quarter worth about $189,000. 80.84% of the stock is currently owned by institutional investors and hedge funds.

Micron Technology Stock Performance

Micron Technology stock opened at $370.30 on Monday. Micron Technology, Inc. has a 12-month low of $61.54 and a 12-month high of $455.50. The company has a debt-to-equity ratio of 0.19, a current ratio of 2.46 and a quick ratio of 1.78. The company has a market capitalization of $416.78 billion, a price-to-earnings ratio of 35.20 and a beta of 1.50. The firm’s fifty day moving average price is $379.98 and its 200 day moving average price is $263.57.

Micron Technology (NASDAQ:MU) last posted its quarterly earnings data on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 earnings per share for the quarter, beating analysts’ consensus estimates of $3.77 by $1.01. The company had revenue of $13.64 billion during the quarter, compared to analysts’ expectations of $12.62 billion. Micron Technology had a net margin of 28.15% and a return on equity of 22.71%. The firm’s revenue for the quarter was up 56.7% on a year-over-year basis. During the same period in the prior year, the company posted $1.79 EPS. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. On average, research analysts forecast that Micron Technology, Inc. will post 6.08 EPS for the current fiscal year.

Micron Technology Announces Dividend

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

Micron Technology News Roundup

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

• Positive Sentiment: Micron began shipping customer samples of its 256GB SOCAMM2 LPDDR5X AI server memory module — its highest‑capacity, power‑efficient AI DRAM — which should support higher ASPs and stronger AI‑server content per box. How Micron’s New 256GB AI Server Memory and India Ramp-Up Will Impact Micron Technology (MU) Investors
• Positive Sentiment: Micron opened and is ramping an advanced assembly & test facility in Sanand, India, expanding global manufacturing footprint to meet AI memory demand and diversify supply chains. Micron Technology, Inc. (MU) Announces the Grand Opening of its Semiconductor Assembly and Test Facility in Sanand, Gujarat, India
• Positive Sentiment: Analysts and research pieces highlight Micron’s AI memory “moat”: HBM tightness, sold‑out 2026 HBM capacity, and guidance that implies very strong margins — supporting upside to earnings expectations. Micron’s New Moat: The AI Memory Supercycle
• Positive Sentiment: Earnings‑estimate revisions and momentum scores are improving, with multiple outlets flagging MU as a long‑term/momentum buy given AI demand and recent beat-and-raise results. This supports medium-term bullish case. Earnings Estimates Rising for Micron (MU): Will It Gain?
• Neutral Sentiment: Technical and trading commentary notes MU approaching its 50‑day moving average and offering potential buy points on a rebound; useful for traders but not a fundamental driver. Micron’s Setup Sweetens Despite The Current Market Meltdown
• Neutral Sentiment: Mentions in ETF and options strategy pieces (e.g., VLUE holding, short‑put yield ideas) increase investor attention and liquidity but are sideways with respect to immediate fundamentals. Worried About Volatility? These 3 ETFs Have You Covered
• Negative Sentiment: Today’s decline is driven largely by weakness in South Korean memory peers (Samsung, SK Hynix) and a sectorwide selloff; contagion from those losses pressures MU despite company‑specific positives. Micron stock falls as weakness hits global memory sector
• Negative Sentiment: Broader risk‑off drivers — geopolitical tensions (Iran conflict) and macro data/events (investors awaiting February jobs report) — are depressing tech and cyclical names, adding downward pressure on MU. What Is Going On With Micron Tech Stock In Friday Premarket?

Wall Street Analyst Weigh In

MU has been the topic of a number of research analyst reports. The Goldman Sachs Group reissued a “neutral” rating and issued a $360.00 price target on shares of Micron Technology in a research note on Monday, March 2nd. Citigroup increased their price objective on shares of Micron Technology from $330.00 to $385.00 and gave the stock a “buy” rating in a report on Thursday, January 15th. Mizuho raised their target price on shares of Micron Technology from $390.00 to $480.00 and gave the stock an “outperform” rating in a research report on Tuesday, January 27th. Deutsche Bank Aktiengesellschaft boosted their target price on shares of Micron Technology from $200.00 to $280.00 and gave the company a “buy” rating in a report on Tuesday, December 9th. Finally, Needham & Company LLC increased their price target on shares of Micron Technology from $380.00 to $450.00 and gave the stock a “buy” rating in a research note on Tuesday, February 17th. Six investment analysts have rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Buy” and a consensus price target of $371.83.

Insider Transactions at Micron Technology

In other Micron Technology news, Director Teyin M. Liu bought 11,600 shares of the business’s stock in a transaction on Tuesday, January 13th. The shares were bought at an average cost of $337.07 per share, with a total value of $3,910,012.00. Following the transaction, the director directly owned 14,310 shares in the company, valued at approximately $4,823,471.70. This trade represents a 428.04% increase in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, Director Steven J. Gomo sold 5,000 shares of the company’s stock in a transaction that occurred on Friday, December 19th. The shares were sold at an average price of $263.63, for a total value of $1,318,150.00. Following the completion of the transaction, the director directly owned 19,139 shares in the company, valued at approximately $5,045,614.57. The trade was a 20.71% 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 bought 23,200 shares of company stock valued at $7,821,723 and have sold 73,623 shares valued at $27,307,408. Company insiders own 0.24% of the company’s stock.

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.