Micron Technology, Inc. $MU Shares Bought by Russell Investments Group Ltd.

Russell Investments Group Ltd. lifted its holdings in shares of Micron Technology, Inc. (NASDAQ:MU) by 4.1% during the third quarter, Holdings Channel reports. The fund owned 811,101 shares of the semiconductor manufacturer’s stock after purchasing an additional 32,270 shares during the quarter. Russell Investments Group Ltd.’s holdings in Micron Technology were worth $135,537,000 as of its most recent SEC filing.

Several other institutional investors have also modified their holdings of MU. REAP Financial Group LLC purchased a new position in Micron Technology in the third quarter valued at about $25,000. Barnes Dennig Private Wealth Management LLC purchased a new stake in Micron Technology during the 3rd quarter worth approximately $27,000. Howard Hughes Medical Institute purchased a new stake in Micron Technology during the 2nd quarter worth approximately $30,000. Cullen Frost Bankers Inc. raised its position in shares of Micron Technology by 79.3% in 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. Finally, WealthCollab LLC raised its position in shares of Micron Technology by 4,500.0% in the 2nd quarter. WealthCollab LLC now owns 276 shares of the semiconductor manufacturer’s stock valued at $34,000 after purchasing an additional 270 shares in the last quarter. Institutional investors and hedge funds own 80.84% of the company’s stock.

Insider Activity at Micron Technology

In related news, EVP April S. Arnzen sold 15,000 shares of the business’s stock in a transaction that occurred on 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 transaction, the executive vice president owned 165,618 shares in the company, valued at $45,891,091.62. The trade was a 8.30% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director Teyin M. Liu acquired 11,600 shares of the stock in a transaction that occurred on Tuesday, January 13th. The shares were bought at an average price of $337.07 per share, with a total value of $3,910,012.00. Following the completion of the purchase, the director owned 14,310 shares in the company, valued at $4,823,471.70. The trade was a 428.04% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. In the last three months, insiders purchased 23,200 shares of company stock valued at $7,821,723 and sold 73,623 shares valued at $27,307,408. 0.24% of the stock is owned by company insiders.

Analyst Ratings Changes

A number of research firms have recently weighed in on MU. Deutsche Bank Aktiengesellschaft raised their price target on shares of Micron Technology from $200.00 to $280.00 and gave the stock a “buy” rating in a research report on Tuesday, December 9th. KeyCorp upped their price target on shares of Micron Technology from $325.00 to $450.00 and gave the company an “overweight” rating in a report on Tuesday, January 13th. Weiss Ratings reiterated a “buy (b-)” rating on shares of Micron Technology in a research note on Thursday, January 29th. Wells Fargo & Company raised their price objective on shares of Micron Technology from $335.00 to $410.00 and gave the stock an “overweight” rating in a report on Thursday, January 15th. Finally, HSBC boosted their target price on shares of Micron Technology from $350.00 to $500.00 and gave the stock a “buy” rating in a research report on Friday, January 23rd. Six research analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Buy” and an average price target of $381.14.

Micron Technology Stock Performance

Shares of MU opened at $389.32 on Tuesday. The business’s fifty day moving average price is $381.87 and its 200 day moving average price is $265.50. Micron Technology, Inc. has a 12-month low of $61.54 and a 12-month high of $455.50. The stock has a market capitalization of $438.18 billion, a PE ratio of 37.01 and a beta of 1.50. 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 (NASDAQ:MU) last released 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. Micron Technology had a net margin of 28.15% and a return on equity of 22.71%. The firm had revenue of $13.64 billion during the quarter, compared to the consensus estimate of $12.62 billion. During the same quarter in the previous year, the company posted $1.79 earnings per share. The firm’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. Equities research analysts forecast that Micron Technology, Inc. will post 6.08 EPS for the current year.

Micron Technology Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Wednesday, January 14th. Shareholders of record on Monday, December 29th were paid a $0.115 dividend. This represents a $0.46 dividend on an annualized basis and a yield of 0.1%. The ex-dividend date was Monday, December 29th. Micron Technology’s payout ratio is presently 4.37%.

Micron Technology News Summary

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

• Positive Sentiment: Multiple analyst price-target raises and buy/positive ratings (Stifel, Susquehanna, Citi, UBS, Aletheia) are lifting sentiment and providing fresh upside estimates that support buying ahead of earnings. Server DDR5 Is A Promising Opportunity For Micron Technology, Inc. (MU), Says Stifel Aletheia Lifts PT on Micron to $650
• Positive Sentiment: Product and supply wins: Micron began shipping samples of a 256GB SOCAMM2 LPDRAM (co‑designed with NVIDIA) and opened a new India assembly/test facility — moves that strengthen its AI-memory roadmap and broaden manufacturing footprint. These developments underpin demand narrative and potential margin leverage. Micron’s AI Memory Milestone And India Expansion Raise Valuation Questions
• Positive Sentiment: Supply-tightness checks and locked HBM commitments are supporting pricing power; several pieces (UBS, Seeking Alpha previews) argue DRAM/HBM pricing and prepayments de‑risk near-term revenue and could drive another earnings beat/guidance lift. Micron Is Likely To Beat Earnings Again And Rise (Preview) UBS Sees Prolonged Supply Tightness Supporting Micron
• Neutral Sentiment: Index/ETF flows: Micron’s addition to the S&P 100 and large weightings in value/low‑vol ETFs (e.g., VLUE) can boost passive demand, but also concentrates exposure for funds — a mixed effect on short-term liquidity. Micron’s S&P 100 Debut Highlights Expanding Role In AI Memory Worried About Volatility? These 3 ETFs Have You Covered (MU)
• Negative Sentiment: Nvidia reportedly selected Samsung and SK Hynix for HBM4 supply — a potential competitive setback if Nvidia shifts more high‑end HBM demand away from Micron. That news tempers the otherwise bullish AI-memory narrative. Nvidia Selects HBM4 Memory Suppliers
• Negative Sentiment: Valuation and rotation risks: several commentaries warn Micron’s rally has been large and fast — some strategists flag vulnerability to a pullback or that parts of the market (including hot AI names) are overbought. These critique the upside and increase volatility risk around earnings. 2 AI Stocks to Sell Before They Fall (includes Micron) Micron Investors Just Got Terrible News From Nvidia

Micron Technology Company 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.