National Mutual Insurance Federation of Agricultural Cooperatives Trims Holdings in Micron Technology, Inc. $MU

National Mutual Insurance Federation of Agricultural Cooperatives lowered its position in shares of Micron Technology, Inc. (NASDAQ:MU) by 24.2% in the second quarter, according to the company in its most recent disclosure with the SEC. The firm owned 100,000 shares of the semiconductor manufacturer’s stock after selling 32,000 shares during the quarter. Micron Technology accounts for about 0.8% of National Mutual Insurance Federation of Agricultural Cooperatives’ investment portfolio, making the stock its 8th biggest holding. National Mutual Insurance Federation of Agricultural Cooperatives’ holdings in Micron Technology were worth $115,429,000 at the end of the most recent reporting period.

Several other large investors have also recently bought and sold shares of the company. High Note Wealth LLC boosted its position in shares of Micron Technology by 65.4% during the fourth 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 bought a new stake in shares of Micron Technology in the 1st quarter valued at $27,000. Bayban bought a new stake in shares of Micron Technology in the 4th quarter valued at $29,000. Joseph Group Capital Management acquired a new stake in Micron Technology during the 4th quarter worth $31,000. Finally, Luken Investment Analytics LLC acquired a new stake in Micron Technology during the 4th quarter worth $31,000. Institutional investors own 80.84% of the company’s stock.

More Micron Technology News

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

• Positive Sentiment: Micron CEO Sanjay Mehrotra said demand for AI memory continues to outpace supply, with industry capacity potentially unable to catch up until 2028. He also described memory as increasingly strategic rather than a commodity. Micron CEO sounds alarm on AI memory crunch
• Positive Sentiment: The company is investing $10 billion in Micron Research Labs to develop next-generation AI memory, supporting its long-term positioning in high-bandwidth memory and other advanced products. Micron CEO’s $10 billion AI-memory investment
• Positive Sentiment: Micron opened a 60,000-square-foot Boise training center and expanded its apprenticeship pipeline, supporting its planned U.S. manufacturing expansion and future workforce needs. Micron Boise training center announcement
• Neutral Sentiment: Analyst sentiment remains broadly favorable, with a consensus “Buy” rating and price targets well above recent trading levels. However, these targets may not offset short-term volatility in the memory cycle and semiconductor sector. Micron consensus Buy recommendation
• Negative Sentiment: Reports that Washington may allow Apple to purchase memory from Chinese suppliers raised concerns about potential demand and pricing pressure for Micron and other memory-chip makers. Memory stocks slide on Apple-China sourcing report
• Negative Sentiment: Investors also reacted to the possibility of a major YMTC initial public offering, which could provide China’s memory industry with additional capital to expand competition. Broad semiconductor de-risking and profit-taking ahead of Nvidia’s results added to selling pressure. Micron and the YMTC threat
• Negative Sentiment: Reports of substantial insider selling, including sales by CEO Sanjay Mehrotra, may have further weakened sentiment by encouraging profit-taking after MU’s strong earlier gains. Micron executive share sales

Insider Transactions at Micron Technology

In other news, Director Lynn A. Dugle sold 1,300 shares of Micron Technology stock in a transaction that occurred on Tuesday, June 30th. The shares were sold at an average price of $1,150.43, for a total value of $1,495,559.00. Following the sale, the director directly owned 17,728 shares in the company, valued at $20,394,823.04. This trade represents a 6.83% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP April S. Arnzen sold 40,000 shares of the business’s stock in a transaction on Wednesday, July 1st. The stock was sold at an average price of $1,083.94, for a total transaction of $43,357,600.00. Following the completion of the sale, the executive vice president directly owned 85,737 shares in the company, valued at approximately $92,933,763.78. This represents a 31.81% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 177,179 shares of company stock worth $181,826,211. Corporate insiders own 0.24% of the company’s stock.

Micron Technology Price Performance

Shares of NASDAQ MU opened at $910.43 on Tuesday. The company has a fifty day moving average price of $963.47 and a 200 day moving average price of $701.56. The firm has a market cap of $1.03 trillion, a PE ratio of 20.61 and a beta of 2.18. The company has a current ratio of 3.42, a quick ratio of 2.98 and a debt-to-equity ratio of 0.05. Micron Technology, Inc. has a 1-year low of $114.25 and a 1-year high of $1,255.00.

Micron Technology (NASDAQ:MU) last released its quarterly earnings results on Wednesday, June 24th. The semiconductor manufacturer reported $25.11 earnings per share (EPS) for the quarter, beating the consensus estimate of $21.39 by $3.72. The firm had revenue of $41.46 billion for the quarter, compared to the consensus estimate of $35.91 billion. Micron Technology had a return on equity of 71.13% and a net margin of 55.91%.The company’s revenue for the quarter was up 345.8% on a year-over-year basis. During the same quarter last year, the business posted $1.91 EPS. Micron Technology has set its Q4 2026 guidance at 30.000-32.000 EPS. Research analysts predict that Micron Technology, Inc. will post 72.93 earnings per share for the current fiscal year.

Micron Technology Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, July 21st. Investors of record on Monday, July 6th were given a $0.15 dividend. This represents a $0.60 dividend on an annualized basis and a yield of 0.1%. The ex-dividend date of this dividend was Monday, July 6th. Micron Technology’s dividend payout ratio (DPR) is currently 1.36%.

Wall Street Analyst Weigh In

Several research analysts have weighed in on MU shares. Susquehanna lifted their target price on Micron Technology from $1,750.00 to $2,000.00 and gave the stock a “positive” rating in a report on Thursday, June 25th. Bank of America raised their price target on Micron Technology from $950.00 to $1,500.00 and gave the stock a “buy” rating in a research report on Tuesday, June 23rd. Melius Research began coverage on Micron Technology in a report on Monday, April 27th. They set a “buy” rating and a $700.00 price objective on the stock. KeyCorp reiterated an “overweight” rating on shares of Micron Technology in a report on Monday, July 20th. Finally, TD Cowen reiterated a “buy” rating on shares of Micron Technology in a research report on Friday, July 10th. Four research analysts have rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Buy” and an average target price of $1,261.26.

Micron Technology Company 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.