84,284 Shares in Micron Technology, Inc. $MU Bought by Rakuten Investment Management Inc.

Rakuten Investment Management Inc. bought a new position in Micron Technology, Inc. (NASDAQ:MU) during the 3rd quarter, Holdings Channel.com reports. The institutional investor bought 84,284 shares of the semiconductor manufacturer’s stock, valued at approximately $14,102,000.

Several other hedge funds and other institutional investors also recently modified their holdings of MU. American Capital Advisory LLC lifted its position in Micron Technology by 20.4% in the 3rd quarter. American Capital Advisory LLC now owns 272 shares of the semiconductor manufacturer’s stock valued at $46,000 after purchasing an additional 46 shares during the last quarter. Teamwork Financial Advisors LLC raised its holdings in shares of Micron Technology by 0.4% during the third quarter. Teamwork Financial Advisors LLC now owns 14,974 shares of the semiconductor manufacturer’s stock valued at $2,505,000 after buying an additional 53 shares during the last quarter. Blue Trust Inc. boosted its position in shares of Micron Technology by 0.5% during the third quarter. Blue Trust Inc. now owns 10,633 shares of the semiconductor manufacturer’s stock worth $1,779,000 after buying an additional 53 shares during the period. Lodestone Wealth Management LLC grew its holdings in Micron Technology by 3.2% in the 3rd quarter. Lodestone Wealth Management LLC now owns 1,693 shares of the semiconductor manufacturer’s stock worth $283,000 after buying an additional 53 shares in the last quarter. Finally, Allen Capital Group LLC grew its holdings in Micron Technology by 1.2% in the 3rd quarter. Allen Capital Group LLC now owns 4,554 shares of the semiconductor manufacturer’s stock worth $762,000 after buying an additional 54 shares in the last quarter. Institutional investors and hedge funds own 80.84% of the company’s stock.

Micron Technology Trading Up 6.6%

Shares of MU opened at $389.11 on Thursday. Micron Technology, Inc. has a 1-year low of $61.54 and a 1-year high of $394.20. The business’s 50-day moving average price is $275.45 and its 200 day moving average price is $197.54. The company has a current ratio of 2.46, a quick ratio of 1.78 and a debt-to-equity ratio of 0.19. The stock has a market capitalization of $437.95 billion, a P/E ratio of 36.99 and a beta of 1.50.

Micron Technology (NASDAQ:MU) last posted 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 firm had revenue of $13.64 billion during 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 company’s revenue was up 56.7% on a year-over-year basis. During the same quarter last year, the business posted $1.79 EPS. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. Analysts expect that Micron Technology, Inc. will post 6.08 earnings per share for the current year.

Micron Technology Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Wednesday, January 14th. Shareholders of record on Monday, December 29th were given a $0.115 dividend. The ex-dividend date 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 presently 4.37%.

Analyst Upgrades and Downgrades

Several analysts have weighed in on MU shares. Wall Street Zen raised Micron Technology from a “buy” rating to a “strong-buy” rating in a research note on Sunday, November 23rd. KGI Securities upgraded shares of Micron Technology from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, September 24th. Wedbush set a $320.00 target price on shares of Micron Technology in a research report on Thursday, December 18th. Barclays raised their target price on shares of Micron Technology from $275.00 to $450.00 and gave the company an “overweight” rating in a research note on Friday, January 16th. Finally, Deutsche Bank Aktiengesellschaft upped their price target on shares of Micron Technology from $200.00 to $280.00 and gave the stock a “buy” rating in a research note on Tuesday, December 9th. Four investment analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and three have given a Hold rating to the stock. According to MarketBeat, Micron Technology has an average rating of “Buy” and an average target price of $340.79.

Insider Buying and Selling at Micron Technology

In other news, Director Steven J. Gomo sold 5,000 shares of Micron Technology stock in a transaction dated Friday, December 19th. The stock was sold at an average price of $263.63, for a total transaction of $1,318,150.00. Following the completion of the sale, the director directly owned 19,139 shares in the company, valued at $5,045,614.57. The trade was a 20.71% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, CAO Scott R. Allen sold 2,000 shares of the business’s stock in a transaction that occurred on Tuesday, January 6th. The shares were sold at an average price of $337.50, for a total value of $675,000.00. Following the completion of the sale, the chief accounting officer directly owned 38,237 shares of the company’s stock, valued at approximately $12,904,987.50. The trade was a 4.97% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 287,500 shares of company stock valued at $65,892,908 in the last quarter. Corporate insiders own 0.24% of the company’s stock.

More Micron Technology News

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

• Positive Sentiment: Multiple major analysts raised ratings/targets (TD Cowen to $450, Stifel to $360, Rosenblatt buy with $500 target), boosting buy-side conviction and arguing more upside based on AI memory demand and recent results. TD Cowen Increases Micron Technology (NASDAQ:MU) Price Target to $450.00
• Positive Sentiment: Micron’s strong quarterly results and guidance (big revenue and EPS beats; robust gross margins) reinforce the narrative of an AI-driven memory supercycle and justify higher valuations. Micron (MU) Stock: Wall Street Eyes $450 Target After Record Quarter
• Positive Sentiment: Micron agreed to buy a $1.8B chip fab in Taiwan (Powerchip P5 site), a tactical move to lock in capacity and shorten lead time — seen as securing supply and pricing power for AI customers. That M&A action has been a key reason investors are bullish. Why is Micron stock surging nearly 7% on Wednesday?
• Positive Sentiment: Company executives publicly flagged an “unprecedented” memory shortage and 100% sell-through to AI leaders, supporting near-term pricing and revenue visibility for DRAM/NAND. CEO Sanjay Mehrotra emphasized memory as a key enabler for AI and long lead times to expand capacity. Micron CEO Calls Memory ‘Key Enabler’ Of AI As It Tackles ‘Long Lead Time’ To Address Chip Shortage
• Neutral Sentiment: Shareholders approved leadership and governance changes at the annual meeting — procedural impact only, but removes a governance overhang. Micron Shareholders Back Leadership, Governance Changes at Meeting
• Neutral Sentiment: Technical/trading signals (Power Inflow alerts) and heavy media coverage are amplifying short-term momentum; these are trader-driven flows rather than fundamental changes. Micron Technology Shares Up Over 2% Following Key Trading Signal
• Negative Sentiment: Short interest has grown materially, indicating some investors expect a pullback or are hedging — higher shorts can amplify volatility on any negative news. Micron Technology, Inc. (NASDAQ:MU) Sees Large Growth in Short Interest
• Negative Sentiment: Extensive insider selling has been reported (many executives sold large blocks), which some investors view as a red flag even as a few insiders bought — watch insider activity for sentiment signals. Micron Technology Stock (MU) Opinions on AI Memory Demand and Taiwan Acquisition
• Negative Sentiment: Analysis pieces flag “capex risk” — aggressive spending to expand fabs could pressure free cash flow and margins if demand normals sooner than expected. This is a longer-term risk investors are debating. Micron: Peak Cycle Margins And Unprecedented Capex Risk

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.