Bokf Na lowered its stake in shares of Micron Technology, Inc. (NASDAQ:MU - Free Report) by 6.5% during the 4th quarter, according to its most recent filing with the SEC. The firm owned 50,567 shares of the semiconductor manufacturer's stock after selling 3,523 shares during the period. Bokf Na's holdings in Micron Technology were worth $14,432,000 as of its most recent SEC filing.
Several other hedge funds and other institutional investors have also bought and sold shares of MU. AQR Capital Management LLC lifted its stake in Micron Technology by 411.9% during the 3rd quarter. AQR Capital Management LLC now owns 3,627,022 shares of the semiconductor manufacturer's stock valued at $606,873,000 after acquiring an additional 2,918,535 shares during the period. Vanguard Group Inc. lifted its stake in Micron Technology by 1.9% during the 4th quarter. Vanguard Group Inc. now owns 106,608,094 shares of the semiconductor manufacturer's stock valued at $30,427,016,000 after acquiring an additional 1,954,644 shares during the period. California Public Employees Retirement System lifted its stake in Micron Technology by 70.2% during the 3rd quarter. California Public Employees Retirement System now owns 3,023,799 shares of the semiconductor manufacturer's stock valued at $505,942,000 after acquiring an additional 1,246,773 shares during the period. Voloridge Investment Management LLC lifted its stake in Micron Technology by 1,064.3% during the 3rd quarter. Voloridge Investment Management LLC now owns 1,304,471 shares of the semiconductor manufacturer's stock valued at $218,264,000 after acquiring an additional 1,192,433 shares during the period. Finally, Wellington Management Group LLP lifted its stake in Micron Technology by 19.9% during the 3rd quarter. Wellington Management Group LLP now owns 7,150,530 shares of the semiconductor manufacturer's stock valued at $1,196,427,000 after acquiring an additional 1,188,296 shares during the period. Institutional investors own 80.84% of the company's stock.
Insider Transactions at Micron Technology
In other news, EVP Sumit Sadana sold 24,000 shares of the stock in a transaction that occurred 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 transaction, the executive vice president owned 224,021 shares in the company, valued at $94,391,248.35. This represents a 9.68% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP April S. Arnzen sold 40,000 shares of the stock in a transaction that occurred on Wednesday, April 1st. The stock was sold at an average price of $347.39, for a total transaction of $13,895,600.00. Following the completion of the transaction, the executive vice president owned 125,737 shares in the company, valued at $43,679,776.43. This trade represents a 24.13% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 104,000 shares of company stock worth $45,458,400 in the last quarter. Company insiders own 0.24% of the company's stock.
Analyst Upgrades and Downgrades
Several equities analysts have issued reports on the stock. William Blair assumed coverage on shares of Micron Technology in a research note on Thursday, January 22nd. They set an "outperform" rating on the stock. Melius Research assumed coverage on shares of Micron Technology in a research note on Monday, April 27th. They set a "buy" rating and a $700.00 target price on the stock. Susquehanna upped their target price on shares of Micron Technology from $345.00 to $525.00 and gave the company a "positive" rating in a research note on Monday, March 9th. Phillip Securities upgraded shares of Micron Technology to a "strong-buy" rating in a research note on Monday, February 2nd. Finally, Weiss Ratings restated a "buy (b-)" rating on shares of Micron Technology in a research note on Thursday, January 29th. Five equities research analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat, Micron Technology presently has a consensus rating of "Buy" and an average price target of $478.24.
Check Out Our Latest Stock Report on MU
More Micron Technology News
Here are the key news stories impacting Micron Technology this week:
- Positive Sentiment: Micron began shipping its industry‑leading 245TB 6600 ION data‑center SSD, a product that strengthens its position in high‑capacity AI/storage markets and supports sales upside. Industry-Leading 245TB Micron 6600 ION Data Center SSD Now Shipping
- Positive Sentiment: Tight DRAM/NAND/HBM supply and dramatic price increases have boosted margins and cash flow expectations, underpinning the rally in MU as customers scramble for capacity. Still Time to Pay Up for Micron & Sandisk Stock?
- Positive Sentiment: Sector momentum and analyst support lifted MU past major milestones (including a >$700B market cap), with multiple firms increasing price targets and coverage amid the AI infrastructure boom. Micron zooms past $700 billion market cap as rally in memory stocks accelerates
- Positive Sentiment: Options flow shows unusual activity (large put trades being interpreted by some as a bullish signal), which traders cite as another sign of speculative positioning and conviction. Micron Technology huge, unusual put option activity - a bullish signal as MU rises 12%
- Neutral Sentiment: Heavy social and media chatter around MU breaking $600 and HBM supply sold‑out through 2026 is amplifying momentum but also feeding short‑term volatility. Micron Technology Stock (MU) Opinions on Breaking $600 Barrier
- Neutral Sentiment: Large institutional rebalancing (examples of big buys and big sells across funds) shows mixed positioning among fiduciaries — supports liquidity but increases sensitivity to flows. Quiver Quantitative institutional holdings summary
- Negative Sentiment: CEO Sanjay Mehrotra sold 40,000 shares (filed with the SEC), which can trigger selling headlines even though he retains a large stake. SEC Filing: Insider Sale
- Negative Sentiment: Several analysts and commentators caution that MU is overbought (RSI in the 80s), that supply/demand could re‑equilibrate and that recent gains warrant profit‑taking or position trimming. Those warnings raise pullback risk after rapid gains. Analyst warns of a peak in Micron stock
- Negative Sentiment: A few sell/downgrade arguments highlight risks: model efficiency reducing memory intensity, concentration of AI demand, and near‑term manufacturing constraints that could limit how fast product wins translate to revenue. Micron: I'm Trimming My Position Despite The AI Gold Rush
Micron Technology Price Performance
Shares of NASDAQ:MU opened at $640.10 on Wednesday. The firm's 50 day moving average price is $426.37 and its 200-day moving average price is $341.68. Micron Technology, Inc. has a twelve month low of $78.54 and a twelve month high of $651.74. 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 has a market capitalization of $721.86 billion, a PE ratio of 30.22 and a beta of 1.91.
Micron Technology Increases Dividend
The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, April 15th. Stockholders of record on Monday, March 30th were paid a $0.15 dividend. This is a boost from Micron Technology's previous quarterly dividend of $0.12. The ex-dividend date was Monday, March 30th. This represents a $0.60 annualized dividend and a dividend yield of 0.1%. Micron Technology's dividend payout ratio (DPR) is currently 2.83%.
Micron Technology Company 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.
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