Vinva Investment Management Ltd Purchases 28,923 Shares of Micron Technology, Inc. $MU

Vinva Investment Management Ltd lifted its position in Micron Technology, Inc. (NASDAQ:MU) by 37.6% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 105,795 shares of the semiconductor manufacturer’s stock after purchasing an additional 28,923 shares during the quarter. Vinva Investment Management Ltd’s holdings in Micron Technology were worth $17,340,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently bought and sold shares of MU. REAP Financial Group LLC bought a new stake in Micron Technology in the 3rd 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 $27,000. Howard Hughes Medical Institute bought a new position in shares of Micron Technology during the 2nd quarter worth about $30,000. AlphaQuest LLC lifted its holdings in shares of Micron Technology by 13,250.0% during the 2nd quarter. AlphaQuest LLC now owns 267 shares of the semiconductor manufacturer’s stock worth $33,000 after acquiring an additional 265 shares during the period. Finally, 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 acquiring an additional 88 shares in the last quarter. 80.84% of the stock is owned by institutional investors.

Key Micron Technology News

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

• Positive Sentiment: Micron began shipping customer samples of its 256GB SOCAMM2 LPDDR5X AI server memory module — its highest‑capacity, power‑efficient AI DRAM — which should support higher ASPs and stronger AI‑server content per box. How Micron’s New 256GB AI Server Memory and India Ramp-Up Will Impact Micron Technology (MU) Investors
• Positive Sentiment: Micron opened and is ramping an advanced assembly & test facility in Sanand, India, expanding global manufacturing footprint to meet AI memory demand and diversify supply chains. Micron Technology, Inc. (MU) Announces the Grand Opening of its Semiconductor Assembly and Test Facility in Sanand, Gujarat, India
• Positive Sentiment: Analysts and research pieces highlight Micron’s AI memory “moat”: HBM tightness, sold‑out 2026 HBM capacity, and guidance that implies very strong margins — supporting upside to earnings expectations. Micron’s New Moat: The AI Memory Supercycle
• Positive Sentiment: Earnings‑estimate revisions and momentum scores are improving, with multiple outlets flagging MU as a long‑term/momentum buy given AI demand and recent beat-and-raise results. This supports medium-term bullish case. Earnings Estimates Rising for Micron (MU): Will It Gain?
• Neutral Sentiment: Technical and trading commentary notes MU approaching its 50‑day moving average and offering potential buy points on a rebound; useful for traders but not a fundamental driver. Micron’s Setup Sweetens Despite The Current Market Meltdown
• Neutral Sentiment: Mentions in ETF and options strategy pieces (e.g., VLUE holding, short‑put yield ideas) increase investor attention and liquidity but are sideways with respect to immediate fundamentals. Worried About Volatility? These 3 ETFs Have You Covered
• Negative Sentiment: Today’s decline is driven largely by weakness in South Korean memory peers (Samsung, SK Hynix) and a sectorwide selloff; contagion from those losses pressures MU despite company‑specific positives. Micron stock falls as weakness hits global memory sector
• Negative Sentiment: Broader risk‑off drivers — geopolitical tensions (Iran conflict) and macro data/events (investors awaiting February jobs report) — are depressing tech and cyclical names, adding downward pressure on MU. What Is Going On With Micron Tech Stock In Friday Premarket?

Analysts Set New Price Targets

A number of research firms recently weighed in on MU. HSBC upped their target price on shares of Micron Technology from $350.00 to $500.00 and gave the company a “buy” rating in a research note on Friday, January 23rd. Wedbush set a $320.00 price target on shares of Micron Technology in a research note on Thursday, December 18th. Sanford C. Bernstein lifted their price objective on Micron Technology from $270.00 to $330.00 and gave the company an “outperform” rating in a report on Friday, January 2nd. KeyCorp upped their price objective on Micron Technology from $325.00 to $450.00 and gave the company an “overweight” rating in a research note on Tuesday, January 13th. Finally, Susquehanna increased their target price on Micron Technology from $200.00 to $300.00 and gave the stock a “positive” rating in a report on Monday, December 8th. Six analysts have rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat, Micron Technology presently has an average rating of “Buy” and an average target price of $371.83.

Micron Technology Trading Down 6.7%

Shares of MU stock opened at $370.30 on Friday. The company has a market capitalization of $416.78 billion, a P/E ratio of 35.20 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 firm has a 50-day moving average price of $379.98 and a 200 day moving average price of $262.55.

Micron Technology (NASDAQ:MU) last issued 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. The firm had revenue of $13.64 billion for the quarter, compared to analysts’ expectations of $12.62 billion. Micron Technology had a net margin of 28.15% and a return on equity of 22.71%. The company’s quarterly revenue was up 56.7% compared to the same quarter last year. During the same period in the prior year, the firm earned $1.79 earnings per share. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. Research analysts forecast that Micron Technology, Inc. will post 6.08 earnings per share 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 given a dividend of $0.115 per share. 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 4.37%.

Insider Buying and Selling at Micron Technology

In other Micron Technology news, EVP Sumit Sadana sold 25,000 shares of Micron Technology stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $429.89, for a total value of $10,747,250.00. Following the completion of the transaction, the executive vice president owned 248,021 shares in the company, valued at approximately $106,621,747.69. The trade was a 9.16% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CAO Scott R. Allen sold 2,000 shares of the business’s stock in a transaction on Tuesday, January 6th. The stock was sold at an average price of $337.50, for a total value of $675,000.00. Following the completion of the transaction, the chief accounting officer directly owned 38,237 shares in the company, valued at approximately $12,904,987.50. This represents a 4.97% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders purchased 23,200 shares of company stock worth $7,821,723 and sold 73,623 shares worth $27,307,408. Insiders own 0.24% of the company’s stock.

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.