Ramirez Asset Management Inc. decreased its holdings in Micron Technology, Inc. (NASDAQ:MU – Free Report) by 56.6% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 20,979 shares of the semiconductor manufacturer’s stock after selling 27,370 shares during the quarter. Ramirez Asset Management Inc.’s holdings in Micron Technology were worth $3,510,000 as of its most recent filing with the SEC.
A number of other large investors also recently modified their holdings of MU. REAP Financial Group LLC acquired a new stake in Micron Technology in the third quarter worth about $25,000. Barnes Dennig Private Wealth Management LLC acquired a new position in Micron Technology during the 3rd quarter valued at about $27,000. Cullen Frost Bankers Inc. increased its stake in Micron Technology by 79.3% during the 3rd quarter. Cullen Frost Bankers Inc. now owns 199 shares of the semiconductor manufacturer’s stock valued at $33,000 after buying an additional 88 shares during the period. Howard Hughes Medical Institute bought a new stake in shares of Micron Technology during the 2nd quarter worth about $30,000. Finally, Physician Wealth Advisors Inc. raised its position in shares of Micron Technology by 248.0% during the 3rd quarter. Physician Wealth Advisors Inc. now owns 261 shares of the semiconductor manufacturer’s stock worth $44,000 after buying an additional 186 shares in the last quarter. 80.84% of the stock is owned by institutional investors and hedge funds.
More Micron Technology News
Here are the key news stories impacting Micron Technology this week:
- Positive Sentiment: Micron began shipping customer samples of its 256GB SOCAMM2 LPDDR5X AI server memory module — its highest?capacity, power?efficient AI DRAM — which should support higher ASPs and stronger AI?server content per box. How Micron’s New 256GB AI Server Memory and India Ramp-Up Will Impact Micron Technology (MU) Investors
- Positive Sentiment: Micron opened and is ramping an advanced assembly & test facility in Sanand, India, expanding global manufacturing footprint to meet AI memory demand and diversify supply chains. Micron Technology, Inc. (MU) Announces the Grand Opening of its Semiconductor Assembly and Test Facility in Sanand, Gujarat, India
- Positive Sentiment: Analysts and research pieces highlight Micron’s AI memory “moat”: HBM tightness, sold?out 2026 HBM capacity, and guidance that implies very strong margins — supporting upside to earnings expectations. Micron’s New Moat: The AI Memory Supercycle
- Positive Sentiment: Earnings?estimate revisions and momentum scores are improving, with multiple outlets flagging MU as a long?term/momentum buy given AI demand and recent beat-and-raise results. This supports medium-term bullish case. Earnings Estimates Rising for Micron (MU): Will It Gain?
- Neutral Sentiment: Technical and trading commentary notes MU approaching its 50?day moving average and offering potential buy points on a rebound; useful for traders but not a fundamental driver. Micron’s Setup Sweetens Despite The Current Market Meltdown
- Neutral Sentiment: Mentions in ETF and options strategy pieces (e.g., VLUE holding, short?put yield ideas) increase investor attention and liquidity but are sideways with respect to immediate fundamentals. Worried About Volatility? These 3 ETFs Have You Covered
- Negative Sentiment: Today’s decline is driven largely by weakness in South Korean memory peers (Samsung, SK Hynix) and a sectorwide selloff; contagion from those losses pressures MU despite company?specific positives. Micron stock falls as weakness hits global memory sector
- Negative Sentiment: Broader risk?off drivers — geopolitical tensions (Iran conflict) and macro data/events (investors awaiting February jobs report) — are depressing tech and cyclical names, adding downward pressure on MU. What Is Going On With Micron Tech Stock In Friday Premarket?
Insider Buying and Selling at Micron Technology
Micron Technology Stock Down 6.7%
Shares of NASDAQ:MU opened at $370.30 on Friday. The company has a debt-to-equity ratio of 0.19, a quick ratio of 1.78 and a current ratio of 2.46. The company has a market cap of $416.78 billion, a PE ratio of 35.20 and a beta of 1.50. Micron Technology, Inc. has a 52 week low of $61.54 and a 52 week high of $455.50. The firm has a 50 day simple moving average of $379.98 and a 200 day simple moving average of $261.57.
Micron Technology (NASDAQ:MU – Get Free Report) last released its earnings results on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 earnings per share for the quarter, beating the consensus estimate of $3.77 by $1.01. Micron Technology had a return on equity of 22.71% and a net margin of 28.15%.The company had revenue of $13.64 billion for the quarter, compared to analysts’ expectations of $12.62 billion. During the same quarter in the previous year, the business posted $1.79 EPS. The business’s revenue for the quarter was up 56.7% on a year-over-year basis. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. As a group, research analysts expect that Micron Technology, Inc. will post 6.08 earnings per share for the current year.
Micron Technology Announces Dividend
The firm also recently announced a quarterly dividend, which was paid on Wednesday, January 14th. Shareholders of record on Monday, December 29th were paid a $0.115 dividend. The ex-dividend date was Monday, December 29th. This represents a $0.46 dividend on an annualized basis and a yield of 0.1%. Micron Technology’s payout ratio is 4.37%.
Wall Street Analyst Weigh In
Several research firms have recently issued reports on MU. Wedbush set a $320.00 price objective on shares of Micron Technology in a report on Thursday, December 18th. Piper Sandler boosted their target price on Micron Technology from $275.00 to $400.00 and gave the stock an “overweight” rating in a report on Wednesday, January 7th. Weiss Ratings restated a “buy (b-)” rating on shares of Micron Technology in a research report on Thursday, January 29th. Mizuho increased their price target on Micron Technology from $390.00 to $480.00 and gave the company an “outperform” rating in a research note on Tuesday, January 27th. Finally, TD Cowen lifted their price target on Micron Technology from $300.00 to $450.00 and gave the company a “buy” rating in a research report on Tuesday, January 20th. Six equities research analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Buy” and an average target price of $371.83.
View Our Latest Stock Analysis on MU
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.
Featured Articles
- Five stocks we like better than Micron Technology
- The gold chart Wall Street is terrified of…
- America’s 1776 happening again
- What a Former CIA Agent Knows About the Coming Collapse
- Unlocked: Elon Musk’s Next Big IPO
- Elon Musk already made me a “wealthy man”
Receive News & Ratings for Micron Technology Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Micron Technology and related companies with MarketBeat.com's FREE daily email newsletter.
