Micron Technology, Inc. $MU is PKO BP BANKOWY Universal Pension Society JSC’s Largest Position

PKO BP BANKOWY Universal Pension Society JSC reduced its position in Micron Technology, Inc. (NASDAQ:MU) by 18.0% during the second quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 145,000 shares of the semiconductor manufacturer’s stock after selling 31,800 shares during the period. Micron Technology accounts for about 47.8% of PKO BP BANKOWY Universal Pension Society JSC’s portfolio, making the stock its largest position. PKO BP BANKOWY Universal Pension Society JSC’s holdings in Micron Technology were worth $167,372,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently modified their holdings of the company. High Note Wealth LLC increased its position in shares of Micron Technology by 65.4% during the fourth quarter. High Note Wealth LLC now owns 86 shares of the semiconductor manufacturer’s stock worth $25,000 after purchasing an additional 34 shares in the last quarter. Kohmann Bosshard Financial Services LLC acquired a new stake in shares of Micron Technology in the 1st quarter worth $27,000. Steigerwald Gordon & Koch Inc. grew its stake in Micron Technology by 4,800.0% during the 4th quarter. Steigerwald Gordon & Koch Inc. now owns 98 shares of the semiconductor manufacturer’s stock worth $28,000 after buying an additional 96 shares during the last quarter. Bayban purchased a new position in Micron Technology during the 4th quarter worth $29,000. Finally, GHP Investment Advisors Inc. increased its position in Micron Technology by 91.2% during the 4th quarter. GHP Investment Advisors Inc. now owns 109 shares of the semiconductor manufacturer’s stock valued at $31,000 after buying an additional 52 shares in the last quarter. Hedge funds and other institutional investors own 80.84% of the company’s stock.

Insider Buying and Selling at Micron Technology

In other Micron Technology news, Director Lynn A. Dugle sold 1,300 shares of the company’s stock in a transaction on Tuesday, June 30th. The shares were sold at an average price of $1,150.43, for a total transaction of $1,495,559.00. Following the completion of the transaction, the director directly owned 17,728 shares in the company, valued at approximately $20,394,823.04. This represents a 6.83% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, CAO Scott R. Allen sold 879 shares of the stock in a transaction on Thursday, July 23rd. The shares were sold at an average price of $1,000.00, for a total transaction of $879,000.00. Following the transaction, the chief accounting officer directly owned 34,958 shares in the company, valued at approximately $34,958,000. The trade was a 2.45% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 164,179 shares of company stock worth $169,385,921. 0.24% of the stock is currently owned by corporate insiders.

Micron Technology Price Performance

Shares of NASDAQ:MU opened at $881.47 on Friday. The company’s 50 day moving average is $976.89 and its 200 day moving average is $657.02. The company has a market cap of $995.52 billion, a PE ratio of 19.96 and a beta of 2.18. The company has a current ratio of 3.42, a quick ratio of 2.98 and a debt-to-equity ratio of 0.05. Micron Technology, Inc. has a twelve month low of $110.79 and a twelve month high of $1,255.00.

Micron Technology (NASDAQ:MU) last announced its quarterly earnings results on Wednesday, June 24th. The semiconductor manufacturer reported $25.11 earnings per share for the quarter, beating the consensus estimate of $21.39 by $3.72. The firm had revenue of $41.46 billion during the quarter, compared to analyst estimates of $35.91 billion. Micron Technology had a return on equity of 71.13% and a net margin of 55.91%.Micron Technology’s revenue for the quarter was up 345.8% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.91 EPS. Micron Technology has set its Q4 2026 guidance at 30.000-32.000 EPS. On average, sell-side analysts forecast that Micron Technology, Inc. will post 72.93 EPS for the current year.

Micron Technology Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Tuesday, July 21st. Stockholders of record on Monday, July 6th were paid a dividend of $0.15 per share. This represents a $0.60 annualized dividend and a dividend yield of 0.1%. The ex-dividend date of this dividend was Monday, July 6th. Micron Technology’s dividend payout ratio is presently 1.36%.

Key Micron Technology News

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

• Positive Sentiment: Micron remains a favored growth stock because its fiscal third-quarter results were well above expectations, with $41.5 billion in revenue, $25.11 in adjusted EPS and revenue growth of more than 345% year over year. The company also issued strong fourth-quarter guidance. Micron & 2 Profitable Stocks Smart Investors Are Buying in August
• Positive Sentiment: AI infrastructure demand continues to support Micron’s high-bandwidth memory business. Industry commentary indicates that memory demand may exceed global supply for several years, while Micron’s 2026 HBM output is reportedly sold out and customer agreements provide additional revenue visibility. How SpaceX’s Earnings Call Turned Bullish for Memory Stocks
• Positive Sentiment: Several analysts and financial publications view MU as attractively valued after its pullback, with reported price targets materially above the current trading level. Record cash flow could also support share repurchases across the memory industry. Micron Is an Incredible Bargain Below $1,000

Analyst Ratings Changes

A number of equities research analysts have commented on MU shares. UBS Group increased their price target on Micron Technology from $535.00 to $1,625.00 and gave the company a “buy” rating in a research note on Tuesday, May 26th. Mizuho boosted their price target on Micron Technology from $1,150.00 to $1,375.00 and gave the stock an “outperform” rating in a research note on Thursday, June 25th. Rosenblatt Securities upped their price objective on shares of Micron Technology from $1,200.00 to $1,500.00 and gave the company a “buy” rating in a report on Thursday, June 25th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Micron Technology in a research report on Tuesday, May 12th. Finally, Barclays increased their price objective on shares of Micron Technology from $1,175.00 to $2,000.00 and gave the company an “overweight” rating in a research report on Thursday, June 25th. Four investment analysts have rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating and three have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Buy” and a consensus price target of $1,268.93.

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.