Micron Technology, Inc. $MU is Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna’s 9th Largest Position

Posted by Tyrone Williams on Jun 7th, 2026

Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna raised its stake in shares of Micron Technology, Inc. (NASDAQ:MU – Free Report) by 3.0% in the fourth quarter, according to its most recent 13F filing with the SEC. The fund owned 22,866 shares of the semiconductor manufacturer’s stock after buying an additional 671 shares during the period. Micron Technology comprises about 2.5% of Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna’s portfolio, making the stock its 9th largest holding. Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna’s holdings in Micron Technology were worth $6,526,000 as of its most recent filing with the SEC.

A number of other institutional investors have also modified their holdings of the stock. Manning & Napier Advisors LLC raised its stake in shares of Micron Technology by 2.4% during the 4th quarter. Manning & Napier Advisors LLC now owns 1,030 shares of the semiconductor manufacturer’s stock valued at $301,000 after buying an additional 24 shares during the last quarter. Round Rock Advisors LLC increased its stake in shares of Micron Technology by 0.6% in the 4th quarter. Round Rock Advisors LLC now owns 4,333 shares of the semiconductor manufacturer’s stock valued at $1,237,000 after purchasing an additional 25 shares in the last quarter. Arlington Trust Co LLC increased its stake in shares of Micron Technology by 26.3% in the 4th quarter. Arlington Trust Co LLC now owns 120 shares of the semiconductor manufacturer’s stock valued at $34,000 after purchasing an additional 25 shares in the last quarter. Manuka Financial LLC increased its stake in shares of Micron Technology by 2.3% in the 4th quarter. Manuka Financial LLC now owns 1,243 shares of the semiconductor manufacturer’s stock valued at $355,000 after purchasing an additional 28 shares in the last quarter. Finally, Valued Wealth Advisors LLC increased its stake in shares of Micron Technology by 20.9% in the 4th quarter. Valued Wealth Advisors LLC now owns 168 shares of the semiconductor manufacturer’s stock valued at $48,000 after purchasing an additional 29 shares in the last quarter. Hedge funds and other institutional investors own 80.84% of the company’s stock.

Micron Technology Stock Down 13.3%

NASDAQ:MU opened at $864.01 on Friday. The company has a quick ratio of 2.32, a current ratio of 2.90 and a debt-to-equity ratio of 0.13. The stock’s fifty day moving average is $617.28 and its two-hundred day moving average is $437.99. Micron Technology, Inc. has a 52 week low of $103.38 and a 52 week high of $1,089.29. The stock has a market capitalization of $974.37 billion, a price-to-earnings ratio of 40.79 and a beta of 2.16.

Micron Technology (NASDAQ:MU – Get Free Report) last posted its quarterly earnings data on Wednesday, March 18th. The semiconductor manufacturer reported $12.20 earnings per share for the quarter, topping analysts’ consensus estimates of $9.19 by $3.01. Micron Technology had a return on equity of 41.16% and a net margin of 41.49%.The business had revenue of $23.86 billion for the quarter, compared to analyst estimates of $19.97 billion. During the same quarter in the prior year, the company earned $1.56 earnings per share. The company’s revenue was up 196 on a year-over-year basis. Research analysts anticipate that Micron Technology, Inc. will post 58.79 EPS for the current year.

Micron Technology Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, April 15th. Investors of record on Monday, March 30th were issued a $0.15 dividend. This represents a $0.60 annualized dividend and a yield of 0.1%. This is a boost from Micron Technology’s previous quarterly dividend of $0.12. The ex-dividend date of this dividend was Monday, March 30th. Micron Technology’s dividend payout ratio is currently 2.83%.

Insiders Place Their Bets

In related news, Director Steven J. Gomo sold 2,000 shares of the stock in a transaction on Monday, May 11th. The stock was sold at an average price of $787.03, for a total value of $1,574,060.00. Following the transaction, the director owned 17,139 shares of the company’s stock, valued at $13,488,907.17. This represents a 10.45% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Also, EVP Sumit Sadana sold 24,000 shares of the stock in a transaction on Friday, April 10th. The shares were sold at an average price of $421.35, for a total value of $10,112,400.00. Following the completion of the transaction, the executive vice president directly owned 224,021 shares in the company, valued at $94,391,248.35. This trade represents a 9.68% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 146,000 shares of company stock worth $85,486,715. 0.24% of the stock is owned by corporate insiders.

Key Micron Technology News

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

Positive Sentiment: Micron was certified as an HBM4 memory supplier for Nvidia’s next-generation Vera Rubin AI platform, reinforcing its role in the AI memory supply chain and highlighting continued demand for high-bandwidth memory. Micron’s HBM4 Certification With Nvidia Puts AI Memory Margins In Focus
Positive Sentiment: Wall Street sentiment remains broadly constructive, with recent analyst reports and price-target hikes pointing to expectations for strong AI-driven earnings and tight memory supply. Morgan Stanley raises Micron stock price target
Positive Sentiment: Recent coverage continues to frame Micron as a major beneficiary of AI infrastructure spending, with some analysts still arguing the stock has upside despite its huge run-up. Micron (MU) Boasts Earnings & Price Momentum: Should You Buy?
Neutral Sentiment: Mixed commentary around Micron’s valuation and its recent $1 trillion-plus market-cap rally is keeping investors cautious ahead of the next earnings report, even as the company’s fundamentals remain strong. Micron Stock Price Forecast — What Top Analysts Expect Ahead of June 24 Earnings
Neutral Sentiment: Broader market weakness in chip stocks and a hotter-than-expected U.S. jobs report added to the risk-off tone, pressuring semiconductors across the board. Micron, Sandisk stocks slide as traders exit high-flying AI plays
Negative Sentiment: Broadcom’s disappointing AI guidance triggered a sharp unwind in the “AI trade,” dragging Micron lower even though there was no company-specific negative news. Micron, Marvell, and Broadcom lead chipmakers’ premarket losses
Negative Sentiment: Some analysts and commentators are warning that memory-chip prices may be nearing a peak, raising concerns that Micron’s blockbuster rally may have run too far too fast. Micron Stock Drops, Brace for the Memory-Price Peak

Wall Street Analyst Weigh In

Several equities research analysts recently issued reports on MU shares. JPMorgan Chase & Co. lifted their price objective on Micron Technology from $350.00 to $550.00 and gave the stock an “overweight” rating in a report on Thursday, March 19th. DA Davidson assumed coverage on Micron Technology in a report on Monday, May 11th. They issued a “buy” rating and a $1,000.00 price objective on the stock. UBS Group boosted their target price on Micron Technology from $535.00 to $1,625.00 and gave the stock a “buy” rating in a report on Tuesday, May 26th. Wedbush upped their price objective on Micron Technology from $320.00 to $500.00 and gave the company an “outperform” rating in a report on Friday, March 13th. Finally, TD Cowen upped their price objective on Micron Technology from $550.00 to $660.00 and gave the company a “buy” rating in a report on Tuesday, April 28th. Five equities research analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat.com, the company has an average rating of “Buy” and a consensus target price of $641.97.

Get Our Latest Analysis on Micron Technology

Micron Technology Profile

(Free Report)

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.