Swedbank AB Has $498.84 Million Stock Position in Micron Technology, Inc. $MU

Swedbank AB decreased its position in Micron Technology, Inc. (NASDAQ:MU) by 9.0% during the 3rd quarter, Holdings Channel.com reports. The firm owned 2,981,322 shares of the semiconductor manufacturer’s stock after selling 293,313 shares during the period. Swedbank AB’s holdings in Micron Technology were worth $498,835,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors also recently made changes to their positions in the company. Brighton Jones LLC grew its holdings in Micron Technology by 18.3% in the 4th quarter. Brighton Jones LLC now owns 6,318 shares of the semiconductor manufacturer’s stock valued at $532,000 after buying an additional 976 shares in the last quarter. Northwestern Mutual Wealth Management Co. boosted its position in shares of Micron Technology by 26.4% in the first quarter. Northwestern Mutual Wealth Management Co. now owns 135,369 shares of the semiconductor manufacturer’s stock valued at $11,762,000 after acquiring an additional 28,262 shares during the period. Jump Financial LLC grew its stake in shares of Micron Technology by 71.7% in the first quarter. Jump Financial LLC now owns 10,260 shares of the semiconductor manufacturer’s stock valued at $891,000 after acquiring an additional 4,285 shares in the last quarter. Kayne Anderson Rudnick Investment Management LLC increased its position in Micron Technology by 1,561.0% during the first quarter. Kayne Anderson Rudnick Investment Management LLC now owns 4,817 shares of the semiconductor manufacturer’s stock worth $419,000 after acquiring an additional 4,527 shares during the period. Finally, WealthTrust Axiom LLC bought a new position in Micron Technology during the first quarter worth about $201,000. Institutional investors own 80.84% of the company’s stock.

Analyst Ratings Changes

A number of research firms have issued reports on MU. Bank of America raised shares of Micron Technology from a “neutral” rating to a “buy” rating and boosted their price objective for the company from $250.00 to $300.00 in a report on Thursday, December 18th. Raymond James Financial lifted their price target on shares of Micron Technology from $190.00 to $310.00 and gave the company an “outperform” rating in a research report on Thursday, December 18th. Susquehanna increased their price target on Micron Technology from $200.00 to $300.00 and gave the stock a “positive” rating in a research report on Monday, December 8th. Summit Insights raised Micron Technology to a “strong-buy” rating in a report on Tuesday, September 23rd. Finally, The Goldman Sachs Group upped their target price on Micron Technology from $205.00 to $235.00 and gave the company a “neutral” rating in a research report on Thursday, December 18th. Five investment analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat, Micron Technology currently has a consensus rating of “Buy” and a consensus price target of $282.61.

Micron Technology Trading Down 0.1%

Shares of MU stock opened at $276.27 on Wednesday. Micron Technology, Inc. has a fifty-two week low of $61.54 and a fifty-two week high of $281.86. The stock’s fifty day moving average price is $231.82 and its two-hundred day moving average price is $167.84. 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 $310.94 billion, a PE ratio of 26.26, a P/E/G ratio of 0.17 and a beta of 1.54.

Micron Technology (NASDAQ:MU) last posted its quarterly earnings results on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 EPS for the quarter, topping analysts’ consensus estimates 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 during the quarter, compared to analysts’ expectations of $12.62 billion. During the same quarter in the previous year, the firm earned $1.79 EPS. Micron Technology’s revenue was up 56.7% on a year-over-year basis. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. Equities analysts predict that Micron Technology, Inc. will post 6.08 EPS for the current fiscal year.

Micron Technology Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Wednesday, January 14th. Investors of record on Monday, December 29th will be issued a dividend of $0.115 per share. The ex-dividend date of this dividend is Monday, December 29th. This represents a $0.46 annualized dividend and a dividend yield of 0.2%. Micron Technology’s payout ratio is 4.37%.

Micron Technology News Roundup

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

• Positive Sentiment: Q1 beat + sold‑out HBM: Micron reported a strong Q1 FY2026 beat and management said HBM capacity is sold out through 2026 with much pricing locked — giving multi‑quarter revenue visibility and de‑risking near‑term margins. Micron Technology (MU) Soars 10% on Stellar Earnings and Record 2026 Outlook
• Positive Sentiment: AI/HBM supercycle and margin expansion: Coverage argues Micron is shifting from a cyclical memory vendor to a high‑margin AI memory supplier (gross margins cited >50%, data‑center share >50%), supporting higher earnings and valuation. Micron Just Changed the AI Cycle—and the Market Knows It
• Positive Sentiment: Analyst upgrades and higher price targets: Several firms raised targets (examples up to ~$500 cited) and increased ratings after the quarter, which fuels momentum and institutional buying. Micron (MU) Receives $500 Target as AI Fuels DRAM and NAND Demand
• Positive Sentiment: Capacity and product roadmap: Management accelerated Boise fab timing and is sampling HBM4, signalling faster supply response to capture premium pricing — a structural growth/capture‑share story. Micron Just Changed the AI Cycle—and the Market Knows It
• Neutral Sentiment: HBM market context: Coverage on the HBM boom highlights multi‑year tight supply (prices up materially through 2026–27), supporting industry‑wide tailwinds but also signaling the need for sustained execution. 4 Memorable Ways to Play the HBM Market Boom
• Neutral Sentiment: Macro/market tailwind and flows: Year‑end rotation into AI winners and window‑dressing helped momentum names like Micron amid broadly stronger indexes. Dow Jones Today: Major Stock Indexes Rise for 4th Straight Session
• Negative Sentiment: Insider selling: Director Steven Gomo sold 5,000 shares at ~$263.63 and EVP April Arnzen sold 15,000 shares at ~$277 — sizable but not unusual; investors may read these as tax/window‑dressing or as mild caution. Steven Gomo Sells 5,000 Shares of Micron Technology (NASDAQ:MU) Stock
• Negative Sentiment: Valuation & execution risk: Commentaries warn the rally may have overshot near‑term fundamentals; high CapEx and the complexity of ramping new fabs introduce execution and timing risk if demand or pricing cools. Micron: Rally Went Too Far, This Party Shouldn’t Last Forever

Insider Activity at Micron Technology

In other Micron Technology news, Director Steven J. Gomo sold 5,000 shares of the business’s stock in a transaction on Friday, December 19th. The shares were sold at an average price of $263.63, for a total transaction of $1,318,150.00. Following the sale, the director owned 19,139 shares of the company’s stock, valued at approximately $5,045,614.57. The trade was a 20.71% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CFO Mark J. Murphy sold 126,000 shares of the stock in a transaction on Thursday, October 30th. The shares were sold at an average price of $225.31, for a total value of $28,389,060.00. Following the completion of the transaction, the chief financial officer owned 219,693 shares of the company’s stock, valued at $49,499,029.83. The trade was a 36.45% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 389,852 shares of company stock worth $84,838,803 in the last ninety days. Insiders own 0.24% of the company’s stock.

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.