Hilltop Holdings Inc. Purchases 2,018 Shares of Micron Technology, Inc. $MU

Hilltop Holdings Inc. raised its position in Micron Technology, Inc. (NASDAQ:MU) by 18.2% in the 3rd quarter, HoldingsChannel reports. The fund owned 13,090 shares of the semiconductor manufacturer’s stock after purchasing an additional 2,018 shares during the period. Hilltop Holdings Inc.’s holdings in Micron Technology were worth $2,190,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors also recently modified their holdings of the company. Vanguard Group Inc. raised its stake in shares of Micron Technology by 0.7% in the third quarter. Vanguard Group Inc. now owns 104,653,450 shares of the semiconductor manufacturer’s stock valued at $17,510,615,000 after purchasing an additional 773,788 shares in the last quarter. State Street Corp boosted its stake in Micron Technology by 2.7% during the second quarter. State Street Corp now owns 51,373,591 shares of the semiconductor manufacturer’s stock worth $6,331,795,000 after buying an additional 1,349,713 shares in the last quarter. Capital International Investors increased its holdings in Micron Technology by 0.7% in the 3rd quarter. Capital International Investors now owns 23,372,821 shares of the semiconductor manufacturer’s stock valued at $3,910,198,000 after buying an additional 155,860 shares during the period. Norges Bank bought a new stake in Micron Technology in the 2nd quarter valued at $1,980,700,000. Finally, Invesco Ltd. raised its stake in shares of Micron Technology by 8.0% in the 3rd quarter. Invesco Ltd. now owns 9,622,166 shares of the semiconductor manufacturer’s stock valued at $1,609,981,000 after buying an additional 708,716 shares in the last quarter. Institutional investors and hedge funds own 80.84% of the company’s stock.

Micron Technology Price Performance

NASDAQ:MU opened at $441.80 on Tuesday. The firm has a market cap of $497.25 billion, a PE ratio of 42.00 and a beta of 1.50. Micron Technology, Inc. has a 12 month low of $61.54 and a 12 month high of $455.50. The company has a quick ratio of 1.78, a current ratio of 2.46 and a debt-to-equity ratio of 0.19. The company’s 50-day moving average price is $393.94 and its two-hundred day moving average price is $276.09.

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, topping the consensus estimate of $3.77 by $1.01. Micron Technology had a net margin of 28.15% and a return on equity of 22.71%. The company had revenue of $13.64 billion during the quarter, compared to analyst estimates of $12.62 billion. During the same quarter last year, the business posted $1.79 earnings per share. The company’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. On average, equities analysts anticipate 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 dividend of $0.115 per share. This represents a $0.46 dividend on an annualized basis and a yield of 0.1%. The ex-dividend date of this dividend was Monday, December 29th. Micron Technology’s dividend payout ratio (DPR) is currently 4.37%.

Analysts Set New Price Targets

A number of equities analysts have recently commented on MU shares. Piper Sandler raised their price objective on shares of Micron Technology from $275.00 to $400.00 and gave the stock an “overweight” rating in a report on Wednesday, January 7th. Citigroup increased their price target on shares of Micron Technology from $385.00 to $430.00 and gave the stock a “buy” rating in a research report on Monday, March 9th. William Blair started coverage on shares of Micron Technology in a research note on Thursday, January 22nd. They set an “outperform” rating for the company. TD Cowen lifted their price objective on Micron Technology from $450.00 to $500.00 and gave the company a “buy” rating in a report on Monday. Finally, Morgan Stanley upped their price objective on Micron Technology from $350.00 to $450.00 and gave the company an “overweight” rating in a research note on Wednesday, February 11th. Six equities research analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat, Micron Technology has a consensus rating of “Buy” and an average price target of $394.59.

Insider Activity

In other news, EVP Sumit Sadana sold 25,000 shares of the stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $429.89, for a total transaction of $10,747,250.00. Following the sale, the executive vice president owned 248,021 shares in the company, valued at approximately $106,621,747.69. This represents a 9.16% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Teyin M. Liu bought 7,820 shares of the stock in a transaction dated Wednesday, January 14th. The stock was acquired at an average price of $337.50 per share, with a total value of $2,639,250.00. Following the completion of the purchase, the director owned 25,910 shares of the company’s stock, valued at $8,744,625. This represents a 43.23% increase in their position. The disclosure for this purchase is available in the SEC filing. Over the last three months, insiders acquired 23,200 shares of company stock worth $7,821,723 and sold 73,623 shares worth $27,307,408. Company insiders own 0.24% of the company’s stock.

Trending Headlines about Micron Technology

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

• Positive Sentiment: Multiple brokerages lifted ratings and price targets (RBC to $525, TD Cowen to $500, Rosenblatt/Baird raised estimates), supporting further upside expectations ahead of earnings. Brokers lift price targets
• Positive Sentiment: Micron announced high‑volume production of HBM4 (designed for NVIDIA Vera Rubin), the industry’s first PCIe Gen6 SSD in volume, and large SOCAMM2 parts — product wins that reinforce AI/data‑center demand and justify premium valuation. High-volume production announcements
• Positive Sentiment: Micron completed acquisition of Powerchip’s Tongluo P5 site in Taiwan and plans a second facility there — a clear capacity push to capture prolonged AI/DRAM demand (though production ramp is multi-year). Tongluo acquisition & expansion
• Positive Sentiment: Street previews and models expect a strong Q2 (sales seen near ~$19B in some previews, big DRAM/HBM revenue upside) — this raises the chance of an earnings beat and bullish guidance that traders are buying into. Earnings preview
• Neutral Sentiment: Broader market tailwinds today (oil price moves and risk‑on flows) helped tech names rally; Micron benefited as a large-cap AI/memory leader. Market rally context
• Neutral Sentiment: Relative‑performance narratives (e.g., Nvidia vs. Micron) are circulating — some analysts see Micron re‑rating, others argue GPU leaders may still outperform; this influences rotation and multiple expansion decisions. Nvidia vs Micron view
• Negative Sentiment: Contrasting views warn the memory upcycle could be shorter than expected; a faster‑than‑anticipated downcycle would pressure DRAM pricing and margins post‑beat. Downcycle warning
• Negative Sentiment: Insider selling and the long timeline for meaningful shipments from the Tongluo site (company cites fiscal‑2028) are reminders that capacity investments are multi‑year and won’t immediately boost revenue. Acquisition details & insider notes

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.