Capital International Sarl Sells 9,785 Shares of Micron Technology, Inc. $MU

Capital International Sarl lowered its stake in Micron Technology, Inc. (NASDAQ:MU) by 4.5% during the third quarter, Holdings Channel.com reports. The fund owned 209,640 shares of the semiconductor manufacturer’s stock after selling 9,785 shares during the period. Capital International Sarl’s holdings in Micron Technology were worth $35,077,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also bought and sold shares of the stock. Vanguard Group Inc. grew its stake in Micron Technology by 0.7% in the third 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 in the last quarter. State Street Corp raised its stake 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 worth $6,331,795,000 after purchasing an additional 1,349,713 shares in the last quarter. Geode Capital Management LLC boosted its holdings in shares of Micron Technology by 1.2% in the 2nd quarter. Geode Capital Management LLC now owns 25,690,491 shares of the semiconductor manufacturer’s stock valued at $3,152,974,000 after buying an additional 314,489 shares during the last quarter. Capital International Investors boosted its holdings in shares of Micron Technology by 0.7% in the 3rd quarter. Capital International Investors now owns 23,372,821 shares of the semiconductor manufacturer’s stock valued at $3,910,198,000 after buying an additional 155,860 shares during the last quarter. Finally, Norges Bank bought a new position in shares of Micron Technology in the second quarter valued at $1,980,700,000. Institutional investors own 80.84% of the company’s stock.

Wall Street Analysts Forecast Growth

MU has been the topic of several analyst reports. Wells Fargo & Company upped their price target on shares of Micron Technology from $335.00 to $410.00 and gave the stock an “overweight” rating in a research report on Thursday, January 15th. JPMorgan Chase & Co. raised their target price on shares of Micron Technology from $220.00 to $350.00 and gave the company an “overweight” rating in a research note on Thursday, December 18th. Wall Street Zen upgraded Micron Technology from a “buy” rating to a “strong-buy” rating in a report on Sunday, November 23rd. The Goldman Sachs Group reissued a “neutral” rating and set a $360.00 price target on shares of Micron Technology in a research report on Monday, March 2nd. Finally, Phillip Securities raised Micron Technology to a “strong-buy” rating in a research report on Monday, February 2nd. 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. According to data from MarketBeat, the stock has an average rating of “Buy” and an average price target of $381.14.

Insider Activity at Micron Technology

In other news, EVP April S. Arnzen sold 15,000 shares of the business’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 owned 165,618 shares of the company’s stock, valued at approximately $45,891,091.62. The trade was a 8.30% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Sumit Sadana sold 25,000 shares of the firm’s stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $429.89, for a total transaction of $10,747,250.00. Following the transaction, the executive vice president directly owned 248,021 shares in the company, valued at approximately $106,621,747.69. This represents a 9.16% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have acquired 23,200 shares of company stock valued at $7,821,723 and have sold 73,623 shares valued at $27,307,408. Corporate insiders own 0.24% of the company’s stock.

Micron Technology Stock Performance

Shares of MU stock opened at $389.32 on Tuesday. Micron Technology, Inc. has a 52 week low of $61.54 and a 52 week high of $455.50. The company has a market capitalization of $438.18 billion, a price-to-earnings ratio of 37.01 and a beta of 1.50. The company has a 50-day simple moving average of $381.87 and a 200 day simple moving average of $265.50. The company has a debt-to-equity ratio of 0.19, a quick ratio of 1.78 and a current ratio of 2.46.

Micron Technology (NASDAQ:MU) last issued its quarterly earnings data on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 earnings per share (EPS) for the quarter, topping the consensus estimate 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 period last year, the business posted $1.79 earnings per share. The business’s revenue for the quarter was up 56.7% compared to the same quarter last year. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. On average, sell-side analysts predict that Micron Technology, Inc. will post 6.08 earnings per share for the current year.

Micron Technology Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, January 14th. Shareholders of record on Monday, December 29th were given a dividend of $0.115 per share. The ex-dividend date was Monday, December 29th. This represents a $0.46 annualized dividend and a yield of 0.1%. Micron Technology’s dividend payout ratio (DPR) is presently 4.37%.

More Micron Technology News

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

• Positive Sentiment: Multiple big price‑target upgrades and Buy/Positive ratings from Wall Street lift investor sentiment — Stifel raised its PT to $550. Server DDR5 Is A Promising Opportunity For Micron Technology, Inc. (MU), Says Stifel
• Positive Sentiment: Susquehanna and Citi also bumped targets (Susquehanna to $525; Citi to $430), and UBS raised its target — reinforcing a bullish consensus tied to tight memory supply and AI demand. Benzinga Coverage of Analyst Target Changes
• Positive Sentiment: Micron announced customer sampling of a 256GB SOCAMM2 LPDRAM module (co‑designed with NVIDIA) and opened an advanced assembly/test facility in India — these moves expand addressable AI memory opportunities and diversify manufacturing. Micron’s AI Memory Milestone And India Expansion Raise Valuation Questions
• Positive Sentiment: Inclusion in the S&P 100 increases index‑fund demand and signals Micron’s growing role in AI infrastructure. Micron’s S&P 100 Debut Highlights Expanding Role In AI Memory
• Positive Sentiment: Consensus previews and channel checks point to a strong Q2 setup (DRAM price strength, locked HBM deals) — analysts expect a potential beat and guidance upside, which supports near‑term upside into earnings. Micron Is Likely To Beat Earnings Again And Rise (Preview)
• Neutral Sentiment: ETFs and sector funds (e.g., VLUE, USMV) hold sizable MU positions — this supports liquidity and sustained demand but also raises correlation risk to ETF flows. Worried About Volatility? These 3 ETFs Have You Covered (MU)
• Negative Sentiment: NVIDIA reportedly selected Samsung and SK Hynix as HBM4 suppliers — a loss of an HBM4 design slot would reduce Micron’s exposure to a high‑value HBM upgrade cycle and tempers some AI upside. Nvidia Selects HBM4 Memory Suppliers
• Negative Sentiment: Articles warning that parts of the market look vulnerable and commentary that Nvidia’s supplier choices could sideline Micron in specific HBM programs add caution — they increase headline risk into earnings. 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.