Caisse Des Depots ET Consignations Has $3.38 Million Stock Holdings in Micron Technology, Inc. $MU

Key Points

• Caisse Des Depots ET Consignations increased its stake in Micron by 28.1% in Q4 to 11,832 shares, valued at about $3.38 million at the end of the period.
• Large institutional accumulation continues — Vanguard holds roughly 106.6 million shares and multiple funds materially boosted positions, leaving institutional/hedge fund ownership at about 80.8%.
• Analysts have raised price targets amid stronger AI/cloud memory demand and Micron raised its quarterly dividend to $0.15, but commentators warn of valuation and short‑term pullback risk despite widespread bullishness.

Caisse Des Depots ET Consignations grew its holdings in Micron Technology, Inc. (NASDAQ:MU - Free Report) by 28.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 11,832 shares of the semiconductor manufacturer's stock after buying an additional 2,593 shares during the quarter. Caisse Des Depots ET Consignations' holdings in Micron Technology were worth $3,377,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently made changes to their positions in MU. AQR Capital Management LLC increased its stake in shares of Micron Technology by 411.9% in the third quarter. AQR Capital Management LLC now owns 3,627,022 shares of the semiconductor manufacturer's stock valued at $606,873,000 after buying an additional 2,918,535 shares in the last quarter. Vanguard Group Inc. increased its stake in shares of Micron Technology by 1.9% in the fourth quarter. Vanguard Group Inc. now owns 106,608,094 shares of the semiconductor manufacturer's stock valued at $30,427,016,000 after buying an additional 1,954,644 shares in the last quarter. California Public Employees Retirement System increased its stake in shares of Micron Technology by 70.2% in the third quarter. California Public Employees Retirement System now owns 3,023,799 shares of the semiconductor manufacturer's stock valued at $505,942,000 after buying an additional 1,246,773 shares in the last quarter. Voloridge Investment Management LLC increased its stake in shares of Micron Technology by 1,064.3% in the third quarter. Voloridge Investment Management LLC now owns 1,304,471 shares of the semiconductor manufacturer's stock valued at $218,264,000 after buying an additional 1,192,433 shares in the last quarter. Finally, Wellington Management Group LLP increased its position in Micron Technology by 19.9% in the third quarter. Wellington Management Group LLP now owns 7,150,530 shares of the semiconductor manufacturer's stock worth $1,196,427,000 after purchasing an additional 1,188,296 shares during the period. 80.84% of the stock is currently owned by institutional investors and hedge funds.

Micron Technology Price Performance

Shares of MU opened at $542.21 on Friday. The company has a current ratio of 2.90, a quick ratio of 2.32 and a debt-to-equity ratio of 0.13. Micron Technology, Inc. has a 1 year low of $78.54 and a 1 year high of $545.91. The stock has a market cap of $611.47 billion, a P/E ratio of 25.60 and a beta of 1.91. The stock's 50-day moving average price is $422.13 and its two-hundred day moving average price is $336.46.

Micron Technology Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Wednesday, April 15th. Shareholders of record on Monday, March 30th were issued a dividend of $0.15 per share. This represents a $0.60 dividend on an annualized basis and a yield of 0.1%. This is an increase from Micron Technology's previous quarterly dividend of $0.12. The ex-dividend date was Monday, March 30th. Micron Technology's dividend payout ratio (DPR) is 2.83%.

Insider Transactions at Micron Technology

In other Micron Technology news, 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 owned 248,021 shares in the company, valued at approximately $106,621,747.69. This trade represents a 9.16% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP April S. Arnzen sold 40,000 shares of the firm's stock in a transaction dated Wednesday, April 1st. The stock was sold at an average price of $347.39, for a total value of $13,895,600.00. Following the transaction, the executive vice president owned 125,737 shares in the company, valued at approximately $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. In the last 90 days, insiders have sold 89,000 shares of company stock worth $34,755,250. Company insiders own 0.24% of the company's stock.

Analyst Upgrades and Downgrades

A number of analysts recently commented on the company. Deutsche Bank Aktiengesellschaft lifted their price objective on Micron Technology from $500.00 to $550.00 and gave the stock a "buy" rating in a research report on Thursday, March 19th. Susquehanna lifted their price objective on Micron Technology from $345.00 to $525.00 and gave the stock a "positive" rating in a research report on Monday, March 9th. 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 research report on Thursday, March 19th. Wells Fargo & Company lifted their price objective on Micron Technology from $470.00 to $550.00 and gave the stock an "overweight" rating in a research report on Thursday, March 19th. Finally, UBS Group lifted their price objective on Micron Technology from $510.00 to $535.00 and gave the stock a "buy" rating in a research report on Wednesday, April 8th. Five equities research analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and four have issued a Hold rating to the company. According to MarketBeat, the stock has a consensus rating of "Buy" and an average target price of $478.24.

Micron Technology News Roundup

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

• Positive Sentiment: Big cloud and AI customers (Meta, Microsoft, Amazon) signaled rising memory prices and bigger AI capex — a direct revenue and pricing tailwind for Micron’s memory business. Why Is Micron Technology Stock Up On Friday?
• Positive Sentiment: Top‑end memory (HBM) demand tied to agentic AI and inference workloads is intensifying; industry writeups highlight structural need for faster, larger memory — a long‑term market opportunity for Micron’s HBM products. The AI Gold Rush Just Hit a New Layer: Here’s Why Sandisk Is Printing Money
• Positive Sentiment: Analyst bullishness is rising — multiple outlets report steep price targets (notably DA Davidson’s $1,000 call) and broader Wall Street upgrades, which support momentum and investor conviction. Micron (MU) Stock Soars as DA Davidson Sets Bold $1,000 Target Amid AI Memory Boom
• Positive Sentiment: Earnings/outlook commentary and inclusion on screens highlighting earnings growth (Zacks, other coverage) reinforce the case that fundamentals and price momentum are aligned. Earnings Growth & Price Strength Make Micron (MU) a Stock to Watch
• Neutral Sentiment: New analyst coverage at smaller shops (Melius) and sector reports (Rambus piece on memory/IP/product shifts) add context but are secondary to large‑customer demand signals. Micron Technology NASDAQ: MU Research Coverage Started at Melius Research
• Negative Sentiment: Valuation and momentum risk: several articles warn the stock has run up quickly and may be pricing in a substantial “memory supercycle,” raising pullback risk and making timing and valuation important considerations. A Look At Micron Technology (MU) Valuation After Its Recent Share Price Surge
• Negative Sentiment: Market volatility warnings: analysts and commentators note that semiconductor rallies can reverse sharply, so short‑term traders face elevated risk despite strong headlines. The Semiconductor Pop Was Violent — the Pullback Could Be Too

About Micron Technology

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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