Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna Sells 4,115 Shares of Micron Technology, Inc. $MU

Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna reduced its stake in Micron Technology, Inc. (NASDAQ:MU) by 15.6% during the third quarter, HoldingsChannel reports. The firm owned 22,195 shares of the semiconductor manufacturer’s stock after selling 4,115 shares during the period. Micron Technology comprises about 1.5% of Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna’s portfolio, making the stock its 16th biggest holding. Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna’s holdings in Micron Technology were worth $3,714,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds have also bought and sold shares of MU. Vanguard Group Inc. increased its holdings 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 worth $17,510,615,000 after buying an additional 773,788 shares during the last quarter. State Street Corp raised its position in shares of Micron Technology by 2.7% during the 2nd quarter. State Street Corp now owns 51,373,591 shares of the semiconductor manufacturer’s stock valued at $6,331,795,000 after buying an additional 1,349,713 shares in the last quarter. Capital International Investors lifted its holdings in shares of Micron Technology by 0.7% during the 3rd quarter. Capital International Investors now owns 23,372,821 shares of the semiconductor manufacturer’s stock worth $3,910,198,000 after acquiring an additional 155,860 shares during the last quarter. Norges Bank purchased a new position in Micron Technology in the second quarter worth $1,980,700,000. Finally, Invesco Ltd. grew its position in Micron Technology by 8.0% in the third quarter. Invesco Ltd. now owns 9,622,166 shares of the semiconductor manufacturer’s stock worth $1,609,981,000 after acquiring an additional 708,716 shares in the last quarter. 80.84% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

MU has been the topic of a number of research reports. Citigroup raised their price target on Micron Technology from $385.00 to $430.00 and gave the company a “buy” rating in a research report on Monday, March 9th. William Blair began coverage on Micron Technology in a report on Thursday, January 22nd. They issued an “outperform” rating for the company. Rosenblatt Securities reiterated a “buy” rating and set a $500.00 price objective on shares of Micron Technology in a research report on Tuesday, January 20th. Susquehanna raised their price objective on Micron Technology from $345.00 to $525.00 and gave the company a “positive” rating in a report on Monday, March 9th. Finally, The Goldman Sachs Group restated a “neutral” rating and issued a $360.00 target price on shares of Micron Technology in a research report on Monday, March 2nd. Six investment 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.com, the stock has a consensus rating of “Buy” and a consensus target price of $389.41.

Insiders Place Their Bets

In other Micron Technology news, EVP Sumit Sadana sold 25,000 shares of the business’s stock in a transaction that occurred 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 sale, 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 ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director Steven J. Gomo sold 5,000 shares of the stock in a transaction that occurred on Friday, December 19th. The shares were sold at an average price of $263.63, for a total value of $1,318,150.00. Following the sale, the director directly owned 19,139 shares of the company’s stock, valued at approximately $5,045,614.57. This trade represents a 20.71% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders bought 23,200 shares of company stock worth $7,821,723 and sold 73,623 shares worth $27,307,408. Company insiders own 0.24% of the company’s stock.

Micron Technology Stock Performance

NASDAQ MU opened at $426.13 on Friday. The company has a 50-day simple moving average of $391.35 and a two-hundred day simple moving average of $271.66. Micron Technology, Inc. has a 12-month low of $61.54 and a 12-month high of $455.50. The firm has a market cap of $479.61 billion, a price-to-earnings ratio of 40.51 and a beta of 1.50. The company has a quick ratio of 1.78, a current ratio of 2.46 and a debt-to-equity ratio of 0.19.

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 the consensus estimate of $3.77 by $1.01. Micron Technology had a return on equity of 22.71% and a net margin of 28.15%.The firm had revenue of $13.64 billion for the quarter, compared to the consensus estimate of $12.62 billion. During the same quarter in the previous year, the business earned $1.79 earnings per share. The company’s quarterly 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. On average, equities analysts forecast that Micron Technology, Inc. will post 6.08 EPS for the current year.

Micron Technology Dividend Announcement

The business also recently declared 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 of this dividend was Monday, December 29th. Micron Technology’s payout ratio is 4.37%.

Trending Headlines about Micron Technology

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

• Positive Sentiment: Wedbush raised its price target to $500 and reiterated an Outperform rating, citing stronger-than-expected memory pricing as the driver behind the upgrade. Micron Technology price target boosted on stronger-than-expected memory pricing
• Positive Sentiment: Analysts and reports say HBM capacity is effectively sold out for 2026 and DRAM/NAND pricing remains on a strong trajectory, supporting margin upside and near-term revenue visibility. Micron Technology: HBM Sold Out For 2026, Wall Street Is Still Underpricing
• Positive Sentiment: Street previews expect a “monster” Q2: consensus models show very large YoY revenue and EPS growth driven by AI memory demand and operating leverage, so investors are positioned for another beat. Micron Q2 Earnings Preview: Expect Another Monster Quarter
• Positive Sentiment: Multiple firms (Wolfe, Susquehanna and others) have raised targets (some as high as $500–$525), reinforcing momentum and giving investors fresh upside scenarios ahead of earnings. Micron (MU) Stock Surges as Wolfe Research Sets $500 Price Target Analysts Remain Positive on Micron Technology, Here’s Why?
• Neutral Sentiment: Several bullish write-ups highlight Micron’s valuation vs. peers (forward P/E and PEG), arguing the stock still looks cheap relative to growth — but those points are debateable and depend on how long pricing strength lasts. Micron: Dirt Cheap Before Earnings
• Neutral Sentiment: Market commentary stresses that Q3 guidance will be the key catalyst — strong quarter now is expected, but the company’s outlook and durability of pricing trends will determine whether the rally continues. Micron’s stock is rising. Here’s the big question heading into earnings.
• Negative Sentiment: Risks remain: memory is cyclical and investors warn of potential overinvestment by suppliers that could erode prices; recent short-term volatility and a pullback earlier this week show sentiment can reverse quickly if guidance disappoints. Micron (MU) Falls More Steeply Than Broader Market

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.