Micron Technology, Inc. $MU Shares Bought by Krane Funds Advisors LLC

Krane Funds Advisors LLC boosted its stake in shares of Micron Technology, Inc. (NASDAQ:MU) by 134.7% during the 3rd quarter, according to its most recent filing with the SEC. The firm owned 6,891 shares of the semiconductor manufacturer’s stock after purchasing an additional 3,955 shares during the period. Krane Funds Advisors LLC’s holdings in Micron Technology were worth $1,153,000 at the end of the most recent quarter.

A number of other institutional investors have also modified their holdings of MU. American Capital Advisory LLC boosted its stake in shares of Micron Technology by 20.4% in the third quarter. American Capital Advisory LLC now owns 272 shares of the semiconductor manufacturer’s stock worth $46,000 after buying an additional 46 shares during the last quarter. Teamwork Financial Advisors LLC lifted its holdings in 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 acquiring an additional 53 shares during the period. Blue Trust Inc. boosted its position in Micron Technology by 0.5% in the 3rd quarter. Blue Trust Inc. now owns 10,633 shares of the semiconductor manufacturer’s stock worth $1,779,000 after purchasing an additional 53 shares in the last quarter. Lodestone Wealth Management LLC grew its stake in shares of Micron Technology by 3.2% during the 3rd quarter. Lodestone Wealth Management LLC now owns 1,693 shares of the semiconductor manufacturer’s stock worth $283,000 after purchasing an additional 53 shares during the period. Finally, Allen Capital Group LLC grew its stake in shares of Micron Technology by 1.2% during the 3rd quarter. Allen Capital Group LLC now owns 4,554 shares of the semiconductor manufacturer’s stock worth $762,000 after purchasing an additional 54 shares during the period. Hedge funds and other institutional investors own 80.84% of the company’s stock.

Trending Headlines about Micron Technology

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

• Positive Sentiment: Micron reported a blowout quarter (EPS and revenue well above estimates) and management says HBM supply is largely committed through 2026, supporting near‑term pricing and revenue visibility. MU earnings
• Positive Sentiment: Major sell‑side upgrades and target hikes signal continued analyst confidence (Deutsche Bank to $500; Needham to $450), which can underpin further upside if demand holds. Deutsche Bank Raises Micron Price Target to $500
• Positive Sentiment: Multiple industry pieces highlight Micron as a key beneficiary of the AI-driven memory squeeze (HBM and DRAM structural tightness), reinforcing revenue and margin upside if shortages persist. These 5 Stocks Are at the Center of the AI Supply Squeeze
• Neutral Sentiment: Coverage and stock‑idea lists (buy & hold and ‘high growth’ themes) are raising visibility and flows into MU, which supports liquidity but also can amplify volatility on rotation. 3 High-Growth Stocks To By In February
• Negative Sentiment: Micron’s plan to spend up to ~$200 billion on U.S. fabrication through 2030 raises concerns about execution risk, capital intensity, and dilution of near‑term returns — a worry for some investors despite the strategic logic. Micron’s AI Memory Pivot Tests Valuation
• Negative Sentiment: Competitor capacity plans (e.g., SK Hynix signaling output increases) could ease the current memory bottleneck over time and pressure pricing — a potential headwind to margins if supply growth outpaces demand. SK Hynix Boss Pledges to Boost Output
• Negative Sentiment: After a rapid multi‑quarter rally, some coverage warns that the memory cycle could turn and that the rally already prices in a lot of good news — creating scope for short‑term profit‑taking and volatility. Micron and Its Memory-Chip Peers Are Riding the AI Surge

Insider Activity

In other Micron Technology news, Director Steven J. Gomo sold 5,000 shares of the firm’s stock in a transaction on Friday, December 19th. The stock was 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 directly owned 19,139 shares of the company’s stock, valued at $5,045,614.57. This trade represents a 20.71% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Manish H. Bhatia sold 26,623 shares of the business’s stock in a transaction dated Thursday, January 22nd. The shares were sold at an average price of $391.04, for a total transaction of $10,410,657.92. Following the transaction, the executive vice president directly owned 323,486 shares in the company, valued at approximately $126,495,965.44. The trade was a 7.60% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders have bought 23,200 shares of company stock valued at $7,821,723 and have sold 73,623 shares valued at $27,307,408. 0.24% of the stock is owned by corporate insiders.

Micron Technology Price Performance

Shares of NASDAQ MU opened at $420.97 on Tuesday. The firm has a 50-day simple moving average of $354.95 and a 200-day simple moving average of $245.74. The company has a quick ratio of 1.78, a current ratio of 2.46 and a debt-to-equity ratio of 0.19. The stock has a market capitalization of $473.81 billion, a price-to-earnings ratio of 40.02 and a beta of 1.51. Micron Technology, Inc. has a 52 week low of $61.54 and a 52 week high of $455.50.

Micron Technology (NASDAQ:MU) last announced its quarterly earnings data 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 company had revenue of $13.64 billion during the quarter, compared to analysts’ expectations of $12.62 billion. Micron Technology had a net margin of 28.15% and a return on equity of 22.71%. Micron Technology’s revenue was up 56.7% compared to the same quarter last year. During the same quarter in the prior year, the company earned $1.79 EPS. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. On average, equities analysts predict that Micron Technology, Inc. will post 6.08 earnings per share for the current fiscal year.

Micron Technology Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, January 14th. Investors of record on Monday, December 29th were issued a $0.115 dividend. This represents a $0.46 annualized dividend and a dividend 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%.

Analyst Upgrades and Downgrades

Several equities analysts recently issued reports on the stock. Mizuho boosted their target price on shares of Micron Technology from $390.00 to $480.00 and gave the company an “outperform” rating in a research note on Tuesday, January 27th. Morgan Stanley upped their price objective on shares of Micron Technology from $350.00 to $450.00 and gave the stock an “overweight” rating in a research report on Wednesday, February 11th. Wolfe Research raised their target price on Micron Technology from $300.00 to $350.00 and gave the company an “outperform” rating in a research report on Thursday, December 18th. Raymond James Financial upped 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. Finally, Cantor Fitzgerald increased their price target on Micron Technology from $350.00 to $450.00 and gave the stock an “overweight” rating in a research report on Wednesday, January 14th. Six equities research analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and three have issued a Hold rating to the company’s stock. According to data from MarketBeat, Micron Technology currently has an average rating of “Buy” and a consensus price target of $358.38.

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.