PKO Investment Management Joint Stock Co Has $11.13 Million Stock Position in Micron Technology, Inc. $MU

Key Points

• PKO Investment Management raised its stake in Micron by 30.0% to 39,000 shares (an additional 9,000 shares), a position now worth about $11.13 million and representing Micron as its 24th-largest holding.
• Insider selling has been material recently: EVP April S. Arnzen sold 40,000 shares at an average of $347.39 and EVP Sumit Sadana sold 24,000 shares at $421.35, with insiders offloading 89,000 shares (~$34.76 million) over the last three months while insiders now own 0.24% of the stock.
• Analyst sentiment is broadly bullish, with notable price-target raises (e.g., Cantor Fitzgerald to $700, JPMorgan to $550, HSBC to $500) and an average analyst rating of "Buy" with a mean target of $478.24, while the stock trades near its 52-week high (~$542) and a market cap around $611.5 billion.

PKO Investment Management Joint Stock Co lifted its stake in shares of Micron Technology, Inc. (NASDAQ:MU - Free Report) by 30.0% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 39,000 shares of the semiconductor manufacturer's stock after purchasing an additional 9,000 shares during the period. Micron Technology accounts for 0.9% of PKO Investment Management Joint Stock Co's holdings, making the stock its 24th biggest position. PKO Investment Management Joint Stock Co's holdings in Micron Technology were worth $11,131,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors also recently made changes to their positions in the stock. Elevation Wealth Partners LLC raised its position in Micron Technology by 295.8% during the fourth quarter. Elevation Wealth Partners LLC now owns 95 shares of the semiconductor manufacturer's stock worth $27,000 after acquiring an additional 71 shares in the last quarter. Steigerwald Gordon & Koch Inc. grew its position in shares of Micron Technology by 4,800.0% in the 4th quarter. Steigerwald Gordon & Koch Inc. now owns 98 shares of the semiconductor manufacturer's stock valued at $28,000 after acquiring an additional 96 shares during the period. Joseph Group Capital Management bought a new position in shares of Micron Technology in the 4th quarter valued at about $31,000. GHP Investment Advisors Inc. increased its stake in shares of Micron Technology by 91.2% during the 4th quarter. GHP Investment Advisors Inc. now owns 109 shares of the semiconductor manufacturer's stock worth $31,000 after purchasing an additional 52 shares during the last quarter. Finally, Arlington Trust Co LLC increased its stake in shares of Micron Technology by 26.3% during the 4th quarter. Arlington Trust Co LLC now owns 120 shares of the semiconductor manufacturer's stock worth $34,000 after purchasing an additional 25 shares during the last quarter. Institutional investors and hedge funds own 80.84% of the company's stock.

Insider Activity at Micron Technology

In related news, EVP April S. Arnzen sold 40,000 shares of the business's stock in a transaction on 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 completion of the sale, the executive vice president directly owned 125,737 shares in the company, valued at $43,679,776.43. The trade was a 24.13% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Sumit Sadana sold 24,000 shares of the company's 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 approximately $94,391,248.35. This represents a 9.68% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 89,000 shares of company stock valued at $34,755,250. 0.24% of the stock is currently owned by insiders.

Analyst Ratings Changes

Several equities research analysts recently issued reports on the stock. Summit Insights downgraded shares of Micron Technology from a "buy" rating to a "hold" rating in a research note on Thursday, March 19th. Cantor Fitzgerald boosted their price target on Micron Technology from $450.00 to $700.00 and gave the stock an "overweight" rating in a research report on Thursday, March 19th. Erste Group Bank lowered Micron Technology from a "buy" rating to a "hold" rating in a research note on Thursday, April 2nd. JPMorgan Chase & Co. raised their price objective on Micron Technology from $350.00 to $550.00 and gave the company an "overweight" rating in a research report on Thursday, March 19th. Finally, HSBC lifted their target price on Micron Technology from $350.00 to $500.00 and gave the stock a "buy" rating in a research note on Friday, January 23rd. Five analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat, the company has an average rating of "Buy" and an average price target of $478.24.

Trending Headlines about Micron Technology

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

Micron Technology Stock Up 4.8%

Micron Technology stock opened at $542.21 on Friday. The company's 50-day moving average price is $422.13 and its two-hundred day moving average price is $337.46. 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 cap of $611.47 billion, a P/E ratio of 25.60 and a beta of 1.91. Micron Technology, Inc. has a twelve month low of $78.54 and a twelve month high of $545.91.

Micron Technology Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Wednesday, April 15th. Stockholders of record on Monday, March 30th were paid a dividend of $0.15 per share. This represents a $0.60 dividend on an annualized basis and a dividend 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 is 2.83%.

Micron Technology Profile

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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