Groupe la Francaise Raises Holdings in Micron Technology, Inc. $MU

Groupe la Francaise increased its stake in shares of Micron Technology, Inc. (NASDAQ:MU - Free Report) by 45.4% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 91,842 shares of the semiconductor manufacturer's stock after purchasing an additional 28,668 shares during the period. Micron Technology accounts for about 1.2% of Groupe la Francaise's holdings, making the stock its 17th biggest position. Groupe la Francaise's holdings in Micron Technology were worth $104,415,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also recently bought and sold shares of the stock. High Note Wealth LLC increased its position in Micron Technology by 65.4% during the 4th quarter. High Note Wealth LLC now owns 86 shares of the semiconductor manufacturer's stock worth $25,000 after purchasing an additional 34 shares in the last quarter. Kohmann Bosshard Financial Services LLC purchased a new stake in shares of Micron Technology during the first quarter worth about $27,000. Bayban purchased a new stake in shares of Micron Technology during the fourth quarter worth about $29,000. WealthCollab LLC raised its position in shares of Micron Technology by 4,500.0% in the second quarter. WealthCollab LLC now owns 276 shares of the semiconductor manufacturer's stock valued at $34,000 after buying an additional 270 shares during the last quarter. Finally, Financial Life Planners acquired a new position in shares of Micron Technology in the first quarter valued at approximately $36,000. Hedge funds and other institutional investors own 80.84% of the company's stock.

Wall Street Analysts Forecast Growth

MU has been the subject of several analyst reports. Wells Fargo & Company boosted their price target on Micron Technology from $1,220.00 to $1,525.00 and gave the company an "overweight" rating in a report on Thursday, June 25th. New Street Research raised Micron Technology from a "neutral" rating to a "buy" rating and set a $1,250.00 price objective for the company in a research report on Friday, August 14th. BMO Capital Markets assumed coverage on Micron Technology in a research note on Friday, August 21st. They issued an "outperform" rating and a $1,300.00 target price for the company. Erste Group Bank upgraded Micron Technology from a "hold" rating to a "buy" rating in a research report on Thursday, June 25th. Finally, UBS Group reiterated a "buy" rating on shares of Micron Technology in a research report on Monday, August 10th. Four analysts have rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and three have issued a Hold rating to the company's stock. Based on data from MarketBeat, Micron Technology has a consensus rating of "Buy" and a consensus target price of $1,295.63.

Micron Technology Price Performance

Shares of NASDAQ MU opened at $975.26 on Monday. The company has a debt-to-equity ratio of 0.05, a current ratio of 3.42 and a quick ratio of 2.98. Micron Technology, Inc. has a 1-year low of $153.21 and a 1-year high of $1,255.00. The company has a market capitalization of $1.10 trillion, a price-to-earnings ratio of 22.08, a PEG ratio of 0.62 and a beta of 2.22. The business has a 50-day moving average of $929.44 and a 200-day moving average of $757.27.

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

Micron Technology Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, July 21st. Stockholders of record on Monday, July 6th were paid a $0.15 dividend. The ex-dividend date was Monday, July 6th. This represents a $0.60 annualized dividend and a dividend yield of 0.1%. Micron Technology's dividend payout ratio is 1.36%.

Insiders Place Their Bets

In other Micron Technology news, CEO Sanjay Mehrotra sold 40,000 shares of the business's stock in a transaction on Friday, August 21st. The shares were sold at an average price of $968.90, for a total value of $38,756,000.00. Following the transaction, the chief executive officer owned 264,503 shares in the company, valued at $256,276,956.70. The trade was a 13.14% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, EVP Sumit Sadana sold 15,000 shares of the firm's stock in a transaction that occurred on Tuesday, August 18th. The shares were sold at an average price of $934.29, for a total value of $14,014,350.00. Following the sale, the executive vice president owned 191,021 shares of the company's stock, valued at approximately $178,469,010.09. This trade represents a 7.28% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 177,204 shares of company stock valued at $182,156,264. Corporate 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: AI demand and supply constraints remain major tailwinds. Oracle’s strong cloud-infrastructure growth reinforced expectations for continued data-center AI spending, while limited DRAM and high-bandwidth memory supply could support Micron’s pricing and margins. Micron Stock Rises as This Key Number From Oracle Boosts AI Trade
• Positive Sentiment: Long-term customer agreements may reduce earnings volatility. Micron’s strategic contracts reportedly cover substantial memory volumes through 2030, with pricing protections that improve revenue visibility and could make the company less exposed to the traditional boom-and-bust memory cycle. Micron Bets on Long-Term SCA Deals
• Positive Sentiment: Analysts remain constructive ahead of fiscal fourth-quarter results. Bullish commentary points to persistent shortages, rising HBM4 demand and potentially strong revenue and gross-margin guidance at the September 30 earnings report. Micron’s Q4 Might Change the Game
• Neutral Sentiment: Employee rewards highlight both strong profitability and rising costs. Taiwan-based direct labor employees are slated to receive fiscal 2026 rewards equivalent to 35–68 months of pay. The payouts recognize exceptional results but may increase expense pressure, while unions representing about 10,000 workers continue to threaten industrial action. Micron’s Taiwan Workers to Get Rewards Worth Up to 68 Months of Pay
• Negative Sentiment: Valuation and execution expectations are unusually high. Despite record guidance and worsening shortages, investors appear concerned that much of the AI-memory upside is already reflected in MU’s valuation. Any moderation in memory pricing or results that merely meet expectations could trigger profit-taking. Micron’s 662% Rally Created a Problem Wall Street Cannot Ignore
• Negative Sentiment: Competitive and macroeconomic risks are weighing on sentiment. Intel-backed startup Kepler Computing is targeting the memory-chip market, raising concerns about future pricing power. Separately, higher oil prices, inflation worries and interest-rate pressure have hurt high-beta technology stocks. Micron Stock Slips as Intel-Backed Start-up Takes Aim at Memory-Chip Market

Micron Technology Company Profile

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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