SBI Securities Co. Ltd. boosted its position in Micron Technology, Inc. (NASDAQ:MU - Free Report) by 31.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 56,398 shares of the semiconductor manufacturer's stock after acquiring an additional 13,626 shares during the quarter. SBI Securities Co. Ltd.'s holdings in Micron Technology were worth $16,097,000 as of its most recent filing with the Securities & Exchange Commission.
A number of other institutional investors have also added to or reduced their stakes in MU. Brighton Jones LLC increased its stake in Micron Technology by 18.3% in the fourth quarter. Brighton Jones LLC now owns 6,318 shares of the semiconductor manufacturer's stock valued at $532,000 after acquiring an additional 976 shares during the last quarter. Sivia Capital Partners LLC boosted its position in Micron Technology by 21.7% during the second quarter. Sivia Capital Partners LLC now owns 3,528 shares of the semiconductor manufacturer's stock valued at $435,000 after buying an additional 628 shares during the period. United Bank purchased a new stake in Micron Technology during the second quarter valued at about $236,000. Schnieders Capital Management LLC. boosted its position in Micron Technology by 67.9% during the second quarter. Schnieders Capital Management LLC. now owns 16,984 shares of the semiconductor manufacturer's stock valued at $2,093,000 after buying an additional 6,867 shares during the period. Finally, Sei Investments Co. boosted its position in Micron Technology by 5.6% during the second quarter. Sei Investments Co. now owns 405,545 shares of the semiconductor manufacturer's stock valued at $49,987,000 after buying an additional 21,619 shares during the period. Institutional investors own 80.84% of the company's stock.
Micron Technology Stock Performance
Micron Technology stock opened at $640.10 on Wednesday. The company has a current ratio of 2.90, a quick ratio of 2.32 and a debt-to-equity ratio of 0.13. The firm has a 50-day moving average of $426.37 and a 200-day moving average of $341.68. The firm has a market cap of $721.86 billion, a P/E ratio of 30.22 and a beta of 1.91. Micron Technology, Inc. has a 1-year low of $78.54 and a 1-year high of $651.74.
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 issued a dividend of $0.15 per share. This is an increase from Micron Technology's previous quarterly dividend of $0.12. This represents a $0.60 dividend on an annualized basis and a dividend yield of 0.1%. The ex-dividend date was Monday, March 30th. Micron Technology's dividend payout ratio (DPR) is currently 2.83%.
Insider Transactions at Micron Technology
In other news, EVP Sumit Sadana sold 24,000 shares of the stock in a transaction dated Friday, April 10th. The shares were sold at an average price of $421.35, for a total transaction of $10,112,400.00. Following the completion of the sale, 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. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP April S. Arnzen sold 40,000 shares of the stock in a transaction dated 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 sale, the executive vice president owned 125,737 shares of the company's stock, valued at approximately $43,679,776.43. This represents a 24.13% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders sold 104,000 shares of company stock worth $45,458,400. Company insiders own 0.24% of the company's stock.
Micron Technology News Roundup
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
Wall Street Analyst Weigh In
MU has been the subject of several analyst reports. Wedbush upped their price target on shares of Micron Technology from $320.00 to $500.00 and gave the company an "outperform" rating in a research report on Friday, March 13th. Bank of America upped their price target on shares of Micron Technology from $400.00 to $500.00 and gave the company a "buy" rating in a research report on Thursday, March 19th. William Blair initiated coverage on shares of Micron Technology in a research report on Thursday, January 22nd. They set an "outperform" rating for the company. Needham & Company LLC upped their price target on shares of Micron Technology from $450.00 to $500.00 and gave the company a "buy" rating in a research report on Thursday, March 19th. Finally, Susquehanna upped their price target on shares of Micron Technology from $345.00 to $525.00 and gave the company a "positive" rating in a research report on Monday, March 9th. Five research analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating and four have issued a Hold rating to the company's stock. Based on data from MarketBeat, Micron Technology currently has an average rating of "Buy" and a consensus price target of $478.24.
Read Our Latest Stock Report on MU
Micron Technology 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.
Further Reading

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