Mizuho Markets Americas LLC Lowers Holdings in Micron Technology, Inc. $MU

Mizuho Markets Americas LLC lowered its position in Micron Technology, Inc. (NASDAQ:MU) by 48.3% during the 1st quarter, Holdings Channel reports. The firm owned 56,897 shares of the semiconductor manufacturer’s stock after selling 53,103 shares during the quarter. Mizuho Markets Americas LLC’s holdings in Micron Technology were worth $19,222,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also bought and sold shares of the company. Heritage Trust Co boosted its position in shares of Micron Technology by 9.7% in the 4th quarter. Heritage Trust Co now owns 15,026 shares of the semiconductor manufacturer’s stock valued at $4,289,000 after purchasing an additional 1,323 shares during the period. Financial Synergies Wealth Advisors Inc. acquired a new stake in Micron Technology during the 4th quarter worth about $1,316,000. PKO BP BANKOWY Universal Pension Society JSC purchased a new stake in Micron Technology during the fourth quarter valued at about $61,306,000. Dara Capital US Inc. purchased a new stake in Micron Technology during the fourth quarter valued at about $2,926,000. Finally, Meiji Yasuda Asset Management Co Ltd. boosted its holdings in shares of Micron Technology by 231.7% in the fourth quarter. Meiji Yasuda Asset Management Co Ltd. now owns 23,192 shares of the semiconductor manufacturer’s stock worth $6,619,000 after buying an additional 16,200 shares during the period. 80.84% of the stock is owned by institutional investors.

Trending Headlines about Micron Technology

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

• Positive Sentiment: Alphabet’s stronger capital-expenditure outlook for 2026 eased fears of an AI spending slowdown, which is lifting Micron and other memory-chip names on expectations for sustained demand. Micron stock gains 3%: how is the company benefiting from Alphabet and Tesla earnings
• Positive Sentiment: Elon Musk publicly thanked Micron during Tesla’s earnings call, adding to bullish sentiment around the company and helping fuel the stock’s recent rebound. Micron Technology Stock (MU) Is Recovering. Thank Elon Musk
• Positive Sentiment: Investor enthusiasm for the broader semiconductor and memory complex remains strong, with articles highlighting tight DRAM supply, rising memory prices, and heavy inflows into memory-focused ETFs. DRAM ETF inflows rise as Micron, SanDisk, SK Hynix, Samsung lead rally amid risks
• Positive Sentiment: Recent commentary also points to Micron’s strong margins and earnings momentum, reinforcing the view that the company is benefiting from a powerful AI-driven memory upcycle. Jim Cramer Still Loves Micron. Here Is the 1 Number That Shows Why He Is Right.

Insider Transactions at Micron Technology

In related news, EVP April S. Arnzen sold 40,000 shares of the stock in a transaction that occurred on Wednesday, July 1st. The stock was sold at an average price of $1,083.94, for a total value of $43,357,600.00. Following the transaction, the executive vice president owned 85,737 shares in the company, valued at approximately $92,933,763.78. This represents a 31.81% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, Director Steven J. Gomo sold 2,000 shares of the firm’s stock in a transaction that occurred on Monday, May 11th. The shares were sold at an average price of $787.03, for a total transaction of $1,574,060.00. Following the transaction, the director directly owned 17,139 shares in the company, valued at approximately $13,488,907.17. The trade was a 10.45% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 163,300 shares of company stock valued at $152,667,204 over the last 90 days. Company insiders own 0.24% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research firms have recently issued reports on MU. Deutsche Bank Aktiengesellschaft boosted their price target on shares of Micron Technology from $1,500.00 to $1,550.00 and gave the company a “buy” rating in a report on Thursday, June 25th. KeyCorp reaffirmed an “overweight” rating on shares of Micron Technology in a research note on Monday. Erste Group Bank upgraded shares of Micron Technology from a “hold” rating to a “buy” rating in a research report on Thursday, June 25th. Wells Fargo & Company boosted their target price on shares of Micron Technology from $1,220.00 to $1,525.00 and gave the company an “overweight” rating in a research note on Thursday, June 25th. Finally, Royal Bank Of Canada increased their target price on Micron Technology from $1,200.00 to $1,500.00 and gave the company an “outperform” rating in a report on Thursday, June 25th. Four analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and three have issued a Hold rating to the company’s stock. According to MarketBeat.com, Micron Technology presently has a consensus rating of “Buy” and an average target price of $1,268.93.

Micron Technology Trading Up 3.2%

Shares of NASDAQ:MU opened at $990.21 on Friday. The firm has a fifty day moving average of $962.35 and a two-hundred day moving average of $620.46. The company has a quick ratio of 2.98, a current ratio of 3.42 and a debt-to-equity ratio of 0.05. Micron Technology, Inc. has a 12-month low of $103.38 and a 12-month high of $1,255.00. The firm has a market capitalization of $1.12 trillion, a P/E ratio of 22.42 and a beta of 2.14.

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

Micron Technology Dividend Announcement

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

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.