Migdal Insurance & Financial Holdings Ltd. Has $1.86 Million Stock Holdings in Micron Technology, Inc. $MU

Migdal Insurance & Financial Holdings Ltd. lifted its holdings in Micron Technology, Inc. (NASDAQ:MU) by 67.8% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 11,119 shares of the semiconductor manufacturer’s stock after buying an additional 4,493 shares during the quarter. Migdal Insurance & Financial Holdings Ltd.’s holdings in Micron Technology were worth $1,856,000 at the end of the most recent quarter.

Other hedge funds have also recently added to or reduced their stakes in the company. First Command Advisory Services Inc. lifted its position in shares of Micron Technology by 225.0% during the second quarter. First Command Advisory Services Inc. now owns 221 shares of the semiconductor manufacturer’s stock worth $27,000 after purchasing an additional 153 shares in the last quarter. Barnes Dennig Private Wealth Management LLC bought a new position in Micron Technology in the 3rd quarter worth approximately $27,000. Howard Hughes Medical Institute acquired a new position in Micron Technology during the 2nd quarter worth $30,000. AlphaQuest LLC boosted its position in Micron Technology by 13,250.0% in the 2nd quarter. AlphaQuest LLC now owns 267 shares of the semiconductor manufacturer’s stock valued at $33,000 after buying an additional 265 shares during the last quarter. Finally, WealthCollab LLC increased its position in Micron Technology by 4,500.0% in the second quarter. WealthCollab LLC now owns 276 shares of the semiconductor manufacturer’s stock worth $34,000 after purchasing an additional 270 shares during the period. Institutional investors own 80.84% of the company’s stock.

Analyst Upgrades and Downgrades

Several brokerages have recently issued reports on MU. UBS Group raised their target price on shares of Micron Technology from $300.00 to $400.00 and gave the company a “buy” rating in a research note on Wednesday, January 7th. Rosenblatt Securities reiterated a “buy” rating and set a $500.00 target price on shares of Micron Technology in a research report on Tuesday. Susquehanna lifted their price objective on Micron Technology from $200.00 to $300.00 and gave the stock a “positive” rating in a research note on Monday, December 8th. Cantor Fitzgerald increased their target price on Micron Technology from $350.00 to $450.00 and gave the company an “overweight” rating in a research note on Wednesday, January 14th. Finally, KeyCorp upped their price target on Micron Technology from $325.00 to $450.00 and gave the company an “overweight” rating in a research note on Tuesday, January 13th. Five equities research analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Buy” and an average price target of $340.79.

Insider Buying and Selling at Micron Technology

In related news, EVP Scott J. Deboer sold 82,000 shares of Micron Technology stock in a transaction that occurred on Monday, October 27th. The stock was sold at an average price of $222.81, for a total value of $18,270,420.00. Following the sale, the executive vice president owned 154,145 shares of the company’s stock, valued at approximately $34,345,047.45. This trade represents a 34.72% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CFO Mark J. Murphy sold 126,000 shares of the business’s stock in a transaction that occurred on Thursday, October 30th. The shares were sold at an average price of $225.31, for a total value of $28,389,060.00. Following the completion of the sale, the chief financial officer owned 219,693 shares in the company, valued at $49,499,029.83. The trade was a 36.45% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 287,500 shares of company stock valued at $65,892,908 in the last 90 days. 0.24% of the stock is currently owned by corporate insiders.

Micron Technology News Roundup

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

• Positive Sentiment: Multiple analysts raised price targets after Micron’s strong quarter and outlook, lifting upside expectations (targets cited up to $500 and several in the $400–$450 range). Higher targets and buy ratings support further upside momentum. Micron (MU) Stock: Wall Street Eyes $450 Target After Record Quarter
• Positive Sentiment: Company confirmations that AI customers are fully consuming available supply (100% sell-through to AI leaders) reinforce the narrative of an acute memory shortage, implying stronger pricing and margins ahead. Nvidia’s Gain, Your Loss: Micron Confirms 100% Sell-Through to AI Leaders
• Positive Sentiment: Micron is expanding capacity via a $1.8B acquisition of a Powerchip fab in Taiwan and by breaking ground on a New York megafab — moves that should shorten the path to servicing persistent AI memory demand and support revenue growth. Micron To Buy Taiwanese Chip Fab For $1.8 Billion As AI Drives DRAM Demand
• Positive Sentiment: Prominent bullish commentary (including Jim Cramer and other AI-focused analyst write-ups) reiterates that Micron is a core AI memory play with room to run, helping retail and momentum flows. Jim Cramer Says AI Stocks Micron and Sandisk Can Go Even Higher
• Neutral Sentiment: Technical/trading alerts (Power Inflow signal) and heavy volume spikes have triggered short-term buying from traders; useful for momentum but not a long-term guarantee. Micron Technology Shares Up Over 2% Following Key Trading Signal
• Neutral Sentiment: Insider and institutional activity is mixed — some high-profile insider sales are reported alongside selective insider buying and sizable institutional position changes; interpret as partial profit-taking amid a big run-up. Micron Technology Stock (MU) Opinions on AI Memory Demand and Taiwan Acquisition
• Negative Sentiment: Short interest has risen materially, which can amplify volatility and pressure the stock if sentiment reverses; rising shorts also indicate some market participants betting on a pullback. Micron Technology, Inc. (NASDAQ:MU) Sees Large Growth in Short Interest
• Negative Sentiment: Analyst and investor commentary flag risks: peak-cycle margins and unusually large capex commitments (fab purchases, megafab buildout) could weigh on free cash flow and returns if the cycle cools. A Seeking Alpha deep-dive outlines these capex and margin risks. Micron: Peak Cycle Margins And Unprecedented Capex Risk

Micron Technology Stock Performance

Shares of MU stock opened at $365.00 on Wednesday. The company has a debt-to-equity ratio of 0.19, a quick ratio of 1.78 and a current ratio of 2.46. Micron Technology, Inc. has a 52 week low of $61.54 and a 52 week high of $381.56. The company’s 50 day moving average price is $272.56 and its two-hundred day moving average price is $196.19. The company has a market capitalization of $410.81 billion, a P/E ratio of 34.70 and a beta of 1.50.

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

Micron Technology Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, January 14th. Stockholders of record on Monday, December 29th were given a dividend of $0.115 per share. This represents a $0.46 annualized dividend and a dividend yield of 0.1%. The ex-dividend date of this dividend was Monday, December 29th. Micron Technology’s dividend payout ratio is currently 4.37%.

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.