Micron Technology, Inc. $MU Shares Bought by MASTERINVEST Kapitalanlage GmbH

MASTERINVEST Kapitalanlage GmbH grew its stake in shares of Micron Technology, Inc. (NASDAQ:MU) by 2.1% during the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 25,637 shares of the semiconductor manufacturer’s stock after acquiring an additional 532 shares during the period. Micron Technology accounts for 2.5% of MASTERINVEST Kapitalanlage GmbH’s investment portfolio, making the stock its 8th biggest holding. MASTERINVEST Kapitalanlage GmbH’s holdings in Micron Technology were worth $29,593,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also modified their holdings of MU. M.E. Allison & CO. Inc. raised its position in Micron Technology by 0.8% during the second quarter. M.E. Allison & CO. Inc. now owns 1,324 shares of the semiconductor manufacturer’s stock valued at $1,528,000 after acquiring an additional 11 shares in the last quarter. Cherrydale Wealth Management LLC grew its position in Micron Technology by 1.4% in the second quarter. Cherrydale Wealth Management LLC now owns 972 shares of the semiconductor manufacturer’s stock worth $1,122,000 after acquiring an additional 13 shares in the last quarter. Bellevue Asset Management LLC increased its stake in shares of Micron Technology by 25.5% during the 2nd quarter. Bellevue Asset Management LLC now owns 64 shares of the semiconductor manufacturer’s stock worth $74,000 after purchasing an additional 13 shares during the last quarter. Mowery & Schoenfeld Wealth Management LLC increased its stake in shares of Micron Technology by 8.8% during the 2nd quarter. Mowery & Schoenfeld Wealth Management LLC now owns 161 shares of the semiconductor manufacturer’s stock worth $186,000 after purchasing an additional 13 shares during the last quarter. Finally, Red Door Wealth Management LLC raised its holdings in shares of Micron Technology by 0.7% during the 2nd quarter. Red Door Wealth Management LLC now owns 1,914 shares of the semiconductor manufacturer’s stock valued at $2,209,000 after purchasing an additional 14 shares in the last quarter. 80.84% of the stock is owned by institutional investors and hedge funds.

More Micron Technology News

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

• Positive Sentiment: AI memory demand remains the key catalyst. Micron is reportedly increasing production capacity for more profitable, high-demand memory products used in AI servers, including high-bandwidth memory (HBM). Investors see sustained hyperscaler spending as supporting pricing, revenue and margins. Micron is doubling down on AI memory chips
• Positive Sentiment: Memory stocks led the market. Micron and other memory-related companies benefited from renewed enthusiasm for AI infrastructure, the release of a new OpenAI model and expectations that the NAND pricing cycle may be strengthening. Memory and AI-related stocks lead the market
• Positive Sentiment: Analyst upside forecasts added support. Lynx Equity Strategies said volatility has normalized and maintained an aggressive price target of $1,325 for MU, implying substantial potential upside from recent levels. Lynx Equity sees Micron and SanDisk breakout
• Positive Sentiment: Recent operating results provide fundamental support. Micron’s latest reported quarter significantly exceeded earnings and revenue expectations, with revenue up sharply year over year. The company also issued strong fourth-quarter guidance, reinforcing the view that AI-related memory shortages are translating into exceptional profitability.
• Neutral Sentiment: Long-term customer agreements may reduce—but not eliminate—cyclicality. Reports highlight 16 strategic agreements extending through 2030, some with price floors or bands. These contracts could improve earnings visibility, although investors remain concerned that new industry capacity could eventually pressure pricing. Micron’s contracts reveal the next AI bottleneck
• Negative Sentiment: Competition and execution risks remain. Chinese chipmaker CXMT is gaining DRAM market share, while planned capacity investments by Asian producers could eventually create oversupply. Micron also faces potential labor disruption in Taiwan after unions sought substantially higher compensation, creating a risk to costs and supply continuity. Chinese chipmaker CXMT gains DRAM share

Analysts Set New Price Targets

Several analysts have recently issued reports on the company. Seaport Research Partners reiterated a “buy” rating on shares of Micron Technology in a research note on Friday, August 14th. Mizuho cut their price objective on Micron Technology from $1,375.00 to $1,300.00 and set an “outperform” rating on the stock in a research note on Tuesday, August 25th. ThinkEquity restated a “buy” rating on shares of Micron Technology in a report on Monday, August 3rd. KeyCorp reaffirmed an “overweight” rating on shares of Micron Technology in a research report on Monday, July 20th. Finally, Barclays increased their price target on Micron Technology from $1,175.00 to $2,000.00 and gave the company an “overweight” rating in a report on Thursday, June 25th. Four analysts have rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and three have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, Micron Technology presently has a consensus rating of “Buy” and an average price target of $1,295.63.

Insider Transactions at Micron Technology

In other Micron Technology news, CAO Scott R. Allen sold 879 shares of the business’s stock in a transaction dated Thursday, July 23rd. The shares were sold at an average price of $1,000.00, for a total value of $879,000.00. Following the completion of the transaction, the chief accounting officer directly owned 34,958 shares of the company’s stock, valued at approximately $34,958,000. The trade was a 2.45% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, EVP April S. Arnzen sold 40,000 shares of the business’s stock in a transaction on Wednesday, July 1st. The stock was sold at an average price of $1,083.94, for a total value of $43,357,600.00. Following the sale, the executive vice president owned 85,737 shares of the company’s stock, valued at approximately $92,933,763.78. The trade was a 31.81% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 177,204 shares of company stock valued at $182,156,264. 0.24% of the stock is owned by insiders.

Micron Technology Price Performance

Shares of Micron Technology stock opened at $1,016.59 on Friday. The company has a debt-to-equity ratio of 0.05, a current ratio of 3.42 and a quick ratio of 2.98. Micron Technology, Inc. has a fifty-two week low of $125.66 and a fifty-two week high of $1,255.00. The firm has a fifty day moving average price of $935.15 and a two-hundred day moving average price of $734.51. The company has a market cap of $1.15 trillion, a PE ratio of 23.02, a price-to-earnings-growth ratio of 0.64 and a beta of 2.22.

Micron Technology (NASDAQ:MU) last announced its quarterly earnings data on Wednesday, June 24th. The semiconductor manufacturer reported $25.11 EPS for the quarter, topping analysts’ consensus estimates of $21.39 by $3.72. Micron Technology had a return on equity of 71.13% and a net margin of 55.91%.The company had revenue of $41.46 billion during the quarter, compared to the consensus estimate of $35.91 billion. During the same quarter last year, the company earned $1.91 EPS. The company’s quarterly revenue was up 345.8% on a year-over-year basis. Micron Technology has set its Q4 2026 guidance at 30.000-32.000 EPS. Analysts expect that Micron Technology, Inc. will post 72.93 EPS for the current year.

Micron Technology Dividend Announcement

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

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.