Bokf Na Has $9.05 Million Stake in Micron Technology, Inc. $MU

Bokf Na increased its stake in shares of Micron Technology, Inc. (NASDAQ:MU) by 20.2% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 54,090 shares of the semiconductor manufacturer’s stock after acquiring an additional 9,102 shares during the period. Bokf Na’s holdings in Micron Technology were worth $9,050,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in the stock. Vanguard Group Inc. raised its stake in shares of Micron Technology by 0.7% in the 3rd quarter. Vanguard Group Inc. now owns 104,653,450 shares of the semiconductor manufacturer’s stock valued at $17,510,615,000 after purchasing an additional 773,788 shares during the period. State Street Corp boosted its position in shares of Micron Technology by 2.7% during the second quarter. State Street Corp now owns 51,373,591 shares of the semiconductor manufacturer’s stock worth $6,331,795,000 after buying an additional 1,349,713 shares during the period. Capital International Investors grew its holdings in shares of Micron Technology by 0.7% during the third quarter. Capital International Investors now owns 23,372,821 shares of the semiconductor manufacturer’s stock worth $3,910,198,000 after buying an additional 155,860 shares in the last quarter. Norges Bank bought a new position in shares of Micron Technology during the second quarter worth about $1,980,700,000. Finally, Invesco Ltd. raised its position in Micron Technology by 3.2% in the 2nd quarter. Invesco Ltd. now owns 8,913,450 shares of the semiconductor manufacturer’s stock valued at $1,098,583,000 after buying an additional 277,507 shares during the last quarter. 80.84% of the stock is owned by institutional investors.

Insider Buying and Selling

In related news, EVP April S. Arnzen sold 15,000 shares of the firm’s stock in a transaction dated Monday, December 22nd. The shares were sold at an average price of $277.09, for a total value of $4,156,350.00. Following the completion of the sale, the executive vice president directly owned 165,618 shares in the company, valued at approximately $45,891,091.62. This trade represents a 8.30% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, EVP Manish H. Bhatia sold 26,623 shares of Micron Technology stock in a transaction dated Thursday, January 22nd. The stock was sold at an average price of $391.04, for a total value of $10,410,657.92. Following the transaction, the executive vice president owned 323,486 shares of the company’s stock, valued at $126,495,965.44. The trade was a 7.60% decrease in their position. The disclosure for this sale is available in the SEC filing. In 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. 0.24% of the stock is owned by company insiders.

Key Stories Impacting Micron Technology

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

• Positive Sentiment: Micron reported very strong fiscal results and margin expansion with AI-driven memory demand tightening supply, underpinning upside to profit and cash flow. Micron’s Next Chapter Starts After Q2
• Positive Sentiment: High-bandwidth memory (HBM) is effectively sold out for 2026, supporting pricing power and near-term revenue visibility for AI customers. HBM Sold Out For 2026
• Positive Sentiment: Multiple analyst upgrades and hefty price-target raises (including Wolfe Research and Susquehanna) have pushed sentiment higher and helped recent rallies. Wolfe Research Sets $500 Target
• Neutral Sentiment: An upcoming Q2 earnings report and changing institutional ownership ahead of the print are focal catalysts; results/guidance will likely drive the next leg of volatility. Who Owns MU Ahead of Q2
• Neutral Sentiment: Strategic partnerships across the supply chain (e.g., Applied Materials) reinforce Micron’s role in AI-memory buildouts but are long-term positives rather than immediate catalysts. Applied Materials Partnerships
• Negative Sentiment: After an enormous YTD gain, profit-taking and broader market weakness are pressuring the stock; several outlets note MU is pulling back more steeply than the market today. MU Falls More Steeply Than Broader Market
• Negative Sentiment: Valuation and “toppy” technical calls are prompting caution among some investors despite strong fundamentals — expect higher intraday volatility until earnings/guidance settle expectations. Why Micron Stock Is Sinking Today

Micron Technology Trading Down 3.2%

NASDAQ MU opened at $405.35 on Friday. Micron Technology, Inc. has a 12 month low of $61.54 and a 12 month high of $455.50. 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 50 day moving average of $389.13 and a 200-day moving average of $269.51. The company has a market cap of $456.23 billion, a PE ratio of 38.53 and a beta of 1.50.

Micron Technology (NASDAQ:MU) last issued its earnings results on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 earnings per share 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 the consensus estimate of $12.62 billion. Micron Technology had a net margin of 28.15% and a return on equity of 22.71%. The firm’s revenue for the quarter was up 56.7% on a year-over-year basis. During the same period in the previous year, the company earned $1.79 earnings per share. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. On average, equities research analysts anticipate that Micron Technology, Inc. will post 6.08 EPS for the current fiscal year.

Micron Technology Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Wednesday, January 14th. Stockholders of record on Monday, December 29th were issued a $0.115 dividend. This represents a $0.46 dividend on an annualized basis 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 presently 4.37%.

Wall Street Analyst Weigh In

MU has been the subject of a number of recent research reports. Wall Street Zen raised Micron Technology from a “buy” rating to a “strong-buy” rating in a research report on Sunday, November 23rd. Wedbush set a $320.00 price objective on shares of Micron Technology in a report on Thursday, December 18th. Mizuho boosted their price objective on shares of Micron Technology from $390.00 to $480.00 and gave the stock an “outperform” rating in a research report on Tuesday, January 27th. HSBC increased their target price on shares of Micron Technology from $350.00 to $500.00 and gave the stock a “buy” rating in a report on Friday, January 23rd. Finally, TD Cowen lifted their price target on shares of Micron Technology from $300.00 to $450.00 and gave the company a “buy” rating in a research note on Tuesday, January 20th. Six investment analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and three have given a Hold rating to the company’s stock. Based on data from MarketBeat, Micron Technology currently has an average rating of “Buy” and a consensus price target of $383.21.

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.