Vanguard Group Inc. Has $17.51 Billion Stake in Micron Technology, Inc. $MU

Vanguard Group Inc. grew its position in Micron Technology, Inc. (NASDAQ:MU) by 0.7% during the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 104,653,450 shares of the semiconductor manufacturer’s stock after purchasing an additional 773,788 shares during the quarter. Vanguard Group Inc. owned approximately 9.32% of Micron Technology worth $17,510,615,000 as of its most recent filing with the SEC.

Several other large investors also recently modified their holdings of MU. REAP Financial Group LLC bought a new stake in Micron Technology during the third quarter valued at $25,000. Barnes Dennig Private Wealth Management LLC acquired a new position in shares of Micron Technology in the 3rd quarter valued at about $27,000. Cullen Frost Bankers Inc. boosted its position in shares of Micron Technology by 79.3% during the 3rd quarter. Cullen Frost Bankers Inc. now owns 199 shares of the semiconductor manufacturer’s stock valued at $33,000 after purchasing an additional 88 shares in the last quarter. First Command Advisory Services Inc. boosted its position in shares of Micron Technology by 225.0% during the 2nd quarter. First Command Advisory Services Inc. now owns 221 shares of the semiconductor manufacturer’s stock valued at $27,000 after purchasing an additional 153 shares in the last quarter. Finally, Howard Hughes Medical Institute acquired a new stake in Micron Technology during the second quarter worth approximately $30,000. 80.84% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of equities analysts have issued reports on MU shares. Needham & Company LLC increased their price target on Micron Technology from $200.00 to $300.00 and gave the stock a “buy” rating in a report on Tuesday, December 16th. Wall Street Zen raised shares of Micron Technology from a “buy” rating to a “strong-buy” rating in a research note on Sunday, November 23rd. Raymond James Financial lifted their price target on shares of Micron Technology from $190.00 to $310.00 and gave the company an “outperform” rating in a research note on Thursday, December 18th. Sanford C. Bernstein upped their price objective on shares of Micron Technology from $270.00 to $330.00 and gave the company an “outperform” rating in a report on Friday, January 2nd. Finally, UBS Group raised their target price on Micron Technology from $300.00 to $400.00 and gave the company a “buy” rating in a research note on Wednesday, January 7th. Six research analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat, Micron Technology currently has a consensus rating of “Buy” and an average target price of $353.21.

Micron Technology Trading Down 0.6%

NASDAQ:MU opened at $411.66 on Monday. The company has a debt-to-equity ratio of 0.19, a current ratio of 2.46 and a quick ratio of 1.78. Micron Technology, Inc. has a one year low of $61.54 and a one year high of $455.50. The company has a market cap of $463.33 billion, a PE ratio of 39.13 and a beta of 1.51. The firm has a 50-day moving average of $334.97 and a 200-day moving average of $232.73.

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

Micron Technology Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Wednesday, January 14th. Investors of record on Monday, December 29th were given a $0.115 dividend. 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 is presently 4.37%.

More Micron Technology News

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

• Positive Sentiment: Analyst upgrades and bullish notes lifted investor enthusiasm; several upgrades and price-target raises prompted gap-ups and heavy buying earlier in the week. Micron Technology (NASDAQ:MU) Trading 9.9% Higher Following Analyst Upgrade
• Positive Sentiment: Management/CFO messaging that demand significantly outpaces supply — and that tightness could persist beyond 2026 — bolstered the bull case for DRAM/HBM pricing power and AI revenue visibility. Micron Technology Stock (MU) Opinions on CFO Supply-Demand Outlook
• Positive Sentiment: Company momentum tied to accelerated HBM4 and NAND updates — reports of faster HBM4 timelines and facility progress lifted expectations for near-term product competitiveness and AI revenue mix. Micron (MU) Stock Surges 10% on Accelerated HBM4 Chip Timeline
• Neutral Sentiment: Retail and social-media sentiment has flipped bullish (Reddit/X), amplifying momentum but increasing volatility risk as retail participation can accelerate both rallies and pullbacks. Micron Is Suddenly at the Center of AI Spending As Shares Keep Soaring
• Neutral Sentiment: “Is Micron the next Nvidia?” pieces and bull-case writeups drive narrative momentum but are largely speculative — useful for sentiment but not proof of sustainable fundamentals. 2 AI Stocks Soaring Over 400% That Could Be The Next NVIDIA
• Negative Sentiment: Samsung’s announcement that it’s mass-producing HBM4 raises competitive risk and prompts investors to re-evaluate Micron’s premium valuation and near-term share gains. Samsung Claims to Be First to Ship New Memory Chips. What It Means for Micron.
• Negative Sentiment: Valuation concerns and at least one downgrade/dissenting view argue Micron may be “priced to perfection,” increasing pullback risk if execution or end-market strength softens. Micron Is Priced To Perfection In A Non-Perfect Market (Downgrade)
• Negative Sentiment: Notable insider selling activity (multiple executive sales) is being watched by some investors as a potential caution, even as institutional holdings remain large and mixed. Micron Technology Stock (MU) Opinions on CFO Supply-Demand Outlook

Insiders Place Their Bets

In other news, Director Teyin M. Liu purchased 7,820 shares of the company’s stock in a transaction that occurred on Wednesday, January 14th. The shares were bought at an average cost of $337.50 per share, with a total value of $2,639,250.00. Following the completion of the transaction, the director directly owned 25,910 shares of the company’s stock, valued at approximately $8,744,625. This trade represents a 43.23% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP April S. Arnzen sold 15,000 shares of the company’s stock in a transaction dated Monday, December 22nd. The stock was sold at an average price of $277.09, for a total transaction of $4,156,350.00. Following the completion of the sale, the executive vice president directly owned 165,618 shares of the company’s stock, valued at $45,891,091.62. The trade was a 8.30% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders bought 23,200 shares of company stock worth $7,821,723 and sold 73,623 shares worth $27,307,408. 0.24% of the stock is owned by corporate insiders.

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.