B. Metzler seel. Sohn & Co. AG Decreases Stock Holdings in Micron Technology, Inc. $MU

B. Metzler seel. Sohn & Co. AG reduced its holdings in Micron Technology, Inc. (NASDAQ:MU - Free Report) by 38.0% in the second quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 99,397 shares of the semiconductor manufacturer's stock after selling 60,830 shares during the period. Micron Technology makes up 1.0% of B. Metzler seel. Sohn & Co. AG's portfolio, making the stock its 23rd largest holding. B. Metzler seel. Sohn & Co. AG's holdings in Micron Technology were worth $114,733,000 as of its most recent SEC filing.

A number of other large investors have also recently made changes to their positions in MU. Brighton Jones LLC lifted its holdings in shares of Micron Technology by 18.3% in the 4th quarter. Brighton Jones LLC now owns 6,318 shares of the semiconductor manufacturer's stock worth $532,000 after acquiring an additional 976 shares during the last quarter. Sivia Capital Partners LLC grew its holdings in Micron Technology by 21.7% during the 2nd quarter. Sivia Capital Partners LLC now owns 3,528 shares of the semiconductor manufacturer's stock valued at $435,000 after purchasing an additional 628 shares during the last quarter. United Bank purchased a new stake in Micron Technology in the 2nd quarter worth about $236,000. Schnieders Capital Management LLC. raised its position in Micron Technology by 67.9% in the 2nd quarter. Schnieders Capital Management LLC. now owns 16,984 shares of the semiconductor manufacturer's stock worth $2,093,000 after purchasing an additional 6,867 shares during the period. Finally, Sei Investments Co. lifted its stake in Micron Technology by 5.6% in the second quarter. Sei Investments Co. now owns 405,545 shares of the semiconductor manufacturer's stock worth $49,987,000 after purchasing an additional 21,619 shares during the last quarter. 80.84% of the stock is currently owned by institutional investors.

Insider Transactions at Micron Technology

In other news, CAO Scott Allen sold 879 shares of the stock in a transaction that occurred 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. This trade represents a 2.45% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Lynn Dugle sold 1,300 shares of Micron Technology stock in a transaction that occurred 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 transaction, the director directly owned 17,728 shares in the company, valued at approximately $20,394,823.04. The trade was a 6.83% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 177,204 shares of company stock worth $182,156,264. Insiders own 0.24% of the company's stock.

Key Micron Technology News

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

• Positive Sentiment: Micron has reportedly signed multiyear strategic customer agreements covering approximately $22 billion in memory supply through 2030, including guaranteed floor prices. The contracts could improve revenue visibility and reduce the impact of the traditional memory-chip cycle. Micron: The Show Goes On
• Positive Sentiment: AI data-center demand continues to strain DRAM and high-bandwidth memory supplies. Micron is reportedly only 1.6 percentage points behind the No. 2 DRAM supplier after narrowing a 6.4-point gap in one quarter, suggesting potential market-share gains. Micron Is 1.6 Points From Taking the No. 2 Spot in DRAM
• Positive Sentiment: Recent results were exceptionally strong: quarterly revenue rose 345.8% year over year to $41.46 billion, while earnings exceeded analyst estimates. Analysts remain focused on whether elevated memory pricing and AI demand can support another leg higher. Micron's Earnings Could Be a Catalyst for AI
• Neutral Sentiment: Investors are looking ahead to Micron’s September 30 earnings report for evidence that margins, memory prices and demand remain durable after the stock’s major AI-driven rally. A bullish outlook points to multiyear supply shortages, while historical memory cycles remain a concern. Micron's Boom-and-Bust Risk
• Negative Sentiment: Thursday’s decline reflected a wider memory-stock selloff as rising oil prices increased inflation and interest-rate concerns, pressuring high-beta technology shares. Why Memory Stocks Are Falling
• Negative Sentiment: Valuation concerns have intensified after MU’s 662% one-year rally. Critics argue much of the AI upside is already reflected in the stock, while dependence on a major customer and the possibility of renewed memory oversupply create downside risk. Micron's Rally Created a Problem Wall Street Cannot Ignore
• Negative Sentiment: Intel-backed startup Kepler Computing is targeting the memory-chip market, raising longer-term competitive concerns. Investors are also questioning whether China’s AI-chip development could eventually weaken Micron’s pricing power. Intel-Backed Startup Takes Aim at Memory

Analysts Set New Price Targets

Several research analysts have issued reports on MU shares. Wolfe Research set a $1,500.00 target price on Micron Technology in a research report on Thursday, June 25th. Wells Fargo & Company raised their price target on Micron Technology from $1,220.00 to $1,525.00 and gave the stock an "overweight" rating in a research note on Thursday, June 25th. Barclays boosted their price objective 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. Cantor Fitzgerald reaffirmed an "overweight" rating and issued a $1,500.00 price objective on shares of Micron Technology in a research report on Thursday, June 25th. Finally, New Street Research upgraded Micron Technology from a "neutral" rating to a "buy" rating and set a $1,250.00 target price on the stock in a research note on Friday, August 14th. Four research 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 stock. According to data from MarketBeat.com, the company presently has an average rating of "Buy" and an average price target of $1,295.63.

Micron Technology Price Performance

Shares of MU stock opened at $977.41 on Friday. Micron Technology, Inc. has a twelve month low of $147.61 and a twelve month high of $1,255.00. The company has a current ratio of 3.42, a quick ratio of 2.98 and a debt-to-equity ratio of 0.05. The stock has a fifty day simple moving average of $929.44 and a two-hundred day simple moving average of $753.37. The stock has a market capitalization of $1.10 trillion, a price-to-earnings ratio of 22.13, a P/E/G ratio of 0.65 and a beta of 2.22.

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

Micron Technology Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, July 21st. Stockholders of record on Monday, July 6th were given a $0.15 dividend. 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%.

About Micron Technology

Micron Technology, Inc is a global semiconductor company that designs, develops, manufactures and sells memory and storage solutions. Its product portfolio includes dynamic random-access memory (DRAM), NAND flash memory, NOR flash memory, solid-state drives, memory modules and high-bandwidth memory used in data-intensive computing applications.

Micron's products support a range of markets, including data centers, artificial intelligence and high-performance computing, personal computers, smartphones, automotive systems, industrial equipment and networking devices.

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