Micron Technology, Inc. $MU Shares Sold by Candriam S.C.A.

Candriam S.C.A. reduced its holdings in shares of Micron Technology, Inc. (NASDAQ:MU) by 2.7% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 514,404 shares of the semiconductor manufacturer’s stock after selling 14,436 shares during the quarter. Micron Technology accounts for about 0.9% of Candriam S.C.A.’s investment portfolio, making the stock its 19th largest holding. Candriam S.C.A.’s holdings in Micron Technology were worth $173,786,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Vanguard Group Inc. increased its position in shares of Micron Technology by 1.9% in the 4th quarter. Vanguard Group Inc. now owns 106,608,094 shares of the semiconductor manufacturer’s stock worth $30,427,016,000 after purchasing an additional 1,954,644 shares during the last quarter. State Street Corp raised its stake in Micron Technology by 2.1% during the fourth quarter. State Street Corp now owns 52,749,817 shares of the semiconductor manufacturer’s stock valued at $15,061,310,000 after buying an additional 1,090,644 shares in the last quarter. Norges Bank bought a new position in Micron Technology during the 4th quarter worth approximately $6,433,456,000. Morgan Stanley lifted its holdings in Micron Technology by 5.1% during the 4th quarter. Morgan Stanley now owns 16,396,655 shares of the semiconductor manufacturer’s stock worth $4,679,771,000 after buying an additional 794,289 shares during the last quarter. Finally, Northern Trust Corp grew its position in shares of Micron Technology by 1.9% in the 4th quarter. Northern Trust Corp now owns 10,654,349 shares of the semiconductor manufacturer’s stock worth $3,040,858,000 after acquiring an additional 194,550 shares in the last quarter. Institutional investors own 80.84% of the company’s stock.

Insiders Place Their Bets

In related news, CEO Sanjay Mehrotra sold 40,000 shares of the company’s stock in a transaction dated Friday, May 1st. The shares were sold at an average price of $536.26, for a total value of $21,450,400.00. Following the completion of the sale, the chief executive officer owned 424,503 shares of the company’s stock, valued at $227,643,978.78. This represents a 8.61% 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 Lynn A. Dugle sold 1,300 shares of the 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 completion of the transaction, the director owned 17,728 shares of the company’s stock, valued at $20,394,823.04. This represents a 6.83% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 163,300 shares of company stock worth $152,667,204. 0.24% of the stock is owned by company insiders.

Micron Technology Price Performance

NASDAQ MU opened at $979.30 on Friday. Micron Technology, Inc. has a 52 week low of $103.38 and a 52 week high of $1,255.00. The company has a current ratio of 3.42, a quick ratio of 2.98 and a debt-to-equity ratio of 0.05. The stock has a market cap of $1.11 trillion, a price-to-earnings ratio of 22.17 and a beta of 2.14. The company has a 50-day moving average price of $923.27 and a two-hundred day moving average price of $578.17.

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

Micron Technology Dividend Announcement

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

Analyst Ratings Changes

Several brokerages recently issued reports on MU. Morgan Stanley raised their price objective on Micron Technology from $1,050.00 to $1,200.00 and gave the stock an “overweight” rating in a research note on Thursday, June 25th. Cantor Fitzgerald reiterated an “overweight” rating and set a $1,500.00 target price on shares of Micron Technology in a research note on Thursday, June 25th. Wells Fargo & Company increased 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 report on Thursday, June 25th. DA Davidson raised their price target on shares of Micron Technology from $1,500.00 to $2,000.00 and gave the stock a “buy” rating in a research report on Thursday, June 25th. Finally, Deutsche Bank Aktiengesellschaft lifted their price target on shares of Micron Technology from $1,500.00 to $1,550.00 and gave the company a “buy” rating in a report on Thursday, June 25th. Five investment analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Buy” and an average target price of $1,263.76.

Key Micron Technology News

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

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.