Migdal Insurance & Financial Holdings Ltd. Has $1.86 Million Stock Holdings in Micron Technology, Inc. $MU

Migdal Insurance & Financial Holdings Ltd. grew its stake in Micron Technology, Inc. (NASDAQ:MU) by 67.8% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 11,119 shares of the semiconductor manufacturer’s stock after acquiring an additional 4,493 shares during the period. Migdal Insurance & Financial Holdings Ltd.’s holdings in Micron Technology were worth $1,856,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also bought and sold shares of the company. American Capital Advisory LLC grew its stake in Micron Technology by 20.4% in the third quarter. American Capital Advisory LLC now owns 272 shares of the semiconductor manufacturer’s stock valued at $46,000 after purchasing an additional 46 shares in the last quarter. Teamwork Financial Advisors LLC grew its stake in shares of Micron Technology by 0.4% in the third quarter. Teamwork Financial Advisors LLC now owns 14,974 shares of the semiconductor manufacturer’s stock valued at $2,505,000 after buying an additional 53 shares in the last quarter. Blue Trust Inc. grew its stake in shares of Micron Technology by 0.5% in the third quarter. Blue Trust Inc. now owns 10,633 shares of the semiconductor manufacturer’s stock valued at $1,779,000 after buying an additional 53 shares in the last quarter. Lodestone Wealth Management LLC increased its holdings in Micron Technology by 3.2% during the third quarter. Lodestone Wealth Management LLC now owns 1,693 shares of the semiconductor manufacturer’s stock worth $283,000 after buying an additional 53 shares during the last quarter. Finally, Allen Capital Group LLC raised its position in Micron Technology by 1.2% during the third quarter. Allen Capital Group LLC now owns 4,554 shares of the semiconductor manufacturer’s stock worth $762,000 after acquiring an additional 54 shares in the last quarter. Institutional investors own 80.84% of the company’s stock.

Key Micron Technology News

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

• Positive Sentiment: Multiple analysts raised price targets after Micron’s strong quarter and outlook, lifting upside expectations (targets cited up to $500 and several in the $400–$450 range). Higher targets and buy ratings support further upside momentum. Micron (MU) Stock: Wall Street Eyes $450 Target After Record Quarter
• Positive Sentiment: Company confirmations that AI customers are fully consuming available supply (100% sell-through to AI leaders) reinforce the narrative of an acute memory shortage, implying stronger pricing and margins ahead. Nvidia’s Gain, Your Loss: Micron Confirms 100% Sell-Through to AI Leaders
• Positive Sentiment: Micron is expanding capacity via a $1.8B acquisition of a Powerchip fab in Taiwan and by breaking ground on a New York megafab — moves that should shorten the path to servicing persistent AI memory demand and support revenue growth. Micron To Buy Taiwanese Chip Fab For $1.8 Billion As AI Drives DRAM Demand
• Positive Sentiment: Prominent bullish commentary (including Jim Cramer and other AI-focused analyst write-ups) reiterates that Micron is a core AI memory play with room to run, helping retail and momentum flows. Jim Cramer Says AI Stocks Micron and Sandisk Can Go Even Higher
• Neutral Sentiment: Technical/trading alerts (Power Inflow signal) and heavy volume spikes have triggered short-term buying from traders; useful for momentum but not a long-term guarantee. Micron Technology Shares Up Over 2% Following Key Trading Signal
• Neutral Sentiment: Insider and institutional activity is mixed — some high-profile insider sales are reported alongside selective insider buying and sizable institutional position changes; interpret as partial profit-taking amid a big run-up. Micron Technology Stock (MU) Opinions on AI Memory Demand and Taiwan Acquisition
• Negative Sentiment: Short interest has risen materially, which can amplify volatility and pressure the stock if sentiment reverses; rising shorts also indicate some market participants betting on a pullback. Micron Technology, Inc. (NASDAQ:MU) Sees Large Growth in Short Interest
• Negative Sentiment: Analyst and investor commentary flag risks: peak-cycle margins and unusually large capex commitments (fab purchases, megafab buildout) could weigh on free cash flow and returns if the cycle cools. A Seeking Alpha deep-dive outlines these capex and margin risks. Micron: Peak Cycle Margins And Unprecedented Capex Risk

Wall Street Analysts Forecast Growth

Several research analysts have recently weighed in on MU shares. HSBC began coverage on shares of Micron Technology in a research note on Tuesday, December 9th. They set a “buy” rating and a $330.00 price objective on the stock. Raymond James Financial lifted their price target on Micron Technology from $190.00 to $310.00 and gave the stock an “outperform” rating in a report on Thursday, December 18th. Wedbush set a $320.00 price objective on Micron Technology in a research note on Thursday, December 18th. Wolfe Research raised their price objective on Micron Technology from $300.00 to $350.00 and gave the company an “outperform” rating in a research report on Thursday, December 18th. Finally, Itau BBA Securities reiterated an “outperform” rating on shares of Micron Technology in a research note on Thursday, December 18th. Five investment analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and three have assigned a Hold rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Buy” and a consensus price target of $340.79.

Micron Technology Price Performance

Micron Technology stock opened at $365.00 on Wednesday. The company has a market capitalization of $410.81 billion, a price-to-earnings ratio of 34.70 and a beta of 1.50. The company has a current ratio of 2.46, a quick ratio of 1.78 and a debt-to-equity ratio of 0.19. Micron Technology, Inc. has a 12 month low of $61.54 and a 12 month high of $381.56. The stock’s 50 day moving average is $272.56 and its 200-day moving average is $196.19.

Micron Technology (NASDAQ:MU) last released its quarterly earnings results on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.77 by $1.01. The business had revenue of $13.64 billion during the quarter, compared to the consensus estimate of $12.62 billion. Micron Technology had a return on equity of 22.71% and a net margin of 28.15%.The firm’s quarterly revenue was up 56.7% on a year-over-year basis. During the same period in the previous year, the company posted $1.79 EPS. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. Equities research analysts expect that Micron Technology, Inc. will post 6.08 EPS for the current year.

Micron Technology Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Wednesday, January 14th. Investors of record on Monday, December 29th were given a dividend of $0.115 per share. This represents a $0.46 dividend on an annualized basis and a yield of 0.1%. The ex-dividend date of this dividend was Monday, December 29th. Micron Technology’s dividend payout ratio (DPR) is currently 4.37%.

Insiders Place Their Bets

In other Micron Technology news, Director Steven J. Gomo sold 5,000 shares of Micron Technology stock in a transaction dated Friday, December 19th. The shares were sold at an average price of $263.63, for a total value of $1,318,150.00. Following the completion of the sale, the director owned 19,139 shares in the company, valued at $5,045,614.57. The trade was a 20.71% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Teyin M. Liu bought 11,600 shares of the firm’s stock in a transaction on Wednesday, January 14th. The shares were acquired at an average price of $337.22 per share, for a total transaction of $3,911,752.00. Following the transaction, the director owned 25,910 shares in the company, valued at approximately $8,737,370.20. This represents a 81.06% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Over the last ninety days, insiders have sold 287,500 shares of company stock worth $65,892,908. 0.24% of the stock is currently owned by insiders.

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.