Migdal Insurance & Financial Holdings Ltd. Sells 7,885 Shares of Micron Technology, Inc. $MU

Migdal Insurance & Financial Holdings Ltd. lessened its stake in Micron Technology, Inc. (NASDAQ:MU) by 70.9% in the 4th quarter, Holdings Channel.com reports. The firm owned 3,234 shares of the semiconductor manufacturer’s stock after selling 7,885 shares during the quarter. Migdal Insurance & Financial Holdings Ltd.’s holdings in Micron Technology were worth $923,000 as of its most recent SEC filing.

Other hedge funds also recently bought and sold shares of the company. REAP Financial Group LLC bought a new stake in Micron Technology during the 3rd quarter valued at about $25,000. Barnes Dennig Private Wealth Management LLC purchased a new position in Micron Technology in the third quarter worth about $27,000. Elevation Wealth Partners LLC lifted its stake in shares of Micron Technology by 295.8% in the fourth quarter. Elevation Wealth Partners LLC now owns 95 shares of the semiconductor manufacturer’s stock worth $27,000 after buying an additional 71 shares in the last quarter. Steigerwald Gordon & Koch Inc. grew its holdings in shares of Micron Technology by 4,800.0% during the fourth quarter. Steigerwald Gordon & Koch Inc. now owns 98 shares of the semiconductor manufacturer’s stock valued at $28,000 after buying an additional 96 shares during the last quarter. Finally, GHP Investment Advisors Inc. grew its holdings in shares of Micron Technology by 91.2% during the fourth quarter. GHP Investment Advisors Inc. now owns 109 shares of the semiconductor manufacturer’s stock valued at $31,000 after buying an additional 52 shares during the last quarter. Institutional investors own 80.84% of the company’s stock.

Micron Technology News Roundup

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

• Positive Sentiment: Micron is lobbying U.S. lawmakers for tighter export controls on chipmaking equipment bound for Chinese rivals — a policy outcome that would raise competitors’ build costs and could protect Micron’s market position and pricing power. Micron pushes US Congress to crack down on chip tool sales to Chinese rivals, sources say
• Positive Sentiment: Strong AI-driven demand: reports note Micron’s HBM capacity is sold out through 2026 and AI hyperscaler spending supports sustained DRAM/HBM pricing — a clear revenue and margin tailwind if demand remains robust. Micron’s Sold Out HBM Capacity Tests Valuation And AI Cash Flow Story
• Positive Sentiment: Wall Street momentum and bullish coverage: multiple analysts and brokerages (many buy/outperform ratings and elevated price targets) continue to back MU, supporting investor confidence and higher valuation multiples. Micron Technology Given Consensus Recommendation of “Buy”
• Positive Sentiment: Analyst/industry studies see recent post‑earnings weakness as pattern-driven rather than structural; medium-term thesis still hinges on dovish Fed, operating leverage and resilient DRAM ASP cycles. That supports a constructive buy-on-dips case. Micron: A Study Of Event Returns, Regime Tailwinds, And DRAM ASP
• Neutral Sentiment: Broader market flow and new memory ETFs are amplifying interest in memory names — this can lift MU on passive inflows but also increase short-term correlation and volatility. Most Interesting New ETFs: Memory, UFOs & More
• Negative Sentiment: Competitor capex accelerates: SK Hynix announced ~19 trillion won (~$12.85B) to expand packaging — aggressive investment by rivals could widen capacity/technology gaps and pressure Micron’s market share or margins over time. SK Hynix spends $13 billion to widen its lead over Samsung and Micron
• Negative Sentiment: Substantial insider selling flagged in social/aggregate data — heavy officer and executive sales can spook some investors even if sales are routine diversification. Track filings to judge intent. Micron Technology Stock (MU) Opinions on Upcoming Semiconductor Earnings
• Negative Sentiment: Macro/market-risk warnings: commentary comparing the current semiconductor surge to late-cycle rallies (dot‑com parallels) suggests higher drawdown risk if sentiment shifts — be mindful of valuation sensitivity. Semiconductor stocks haven’t been this hot since the dot-com bubble — and it could end badly

Micron Technology Price Performance

Shares of MU opened at $449.38 on Wednesday. The firm has a fifty day simple moving average of $409.23 and a two-hundred day simple moving average of $323.00. The firm has a market cap of $506.78 billion, a PE ratio of 21.22 and a beta of 1.60. The company has a current ratio of 2.90, a quick ratio of 2.32 and a debt-to-equity ratio of 0.13. Micron Technology, Inc. has a 1-year low of $67.44 and a 1-year high of $471.34.

Micron Technology Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, April 15th. Investors of record on Monday, March 30th were issued a $0.15 dividend. The ex-dividend date of this dividend was Monday, March 30th. This is an increase from Micron Technology’s previous quarterly dividend of $0.12. This represents a $0.60 annualized dividend and a dividend yield of 0.1%. Micron Technology’s dividend payout ratio is presently 2.83%.

Analyst Ratings Changes

A number of equities analysts recently weighed in on MU shares. Phillip Securities upgraded shares of Micron Technology to a “strong-buy” rating in a report on Monday, February 2nd. Sanford C. Bernstein increased their target price on Micron Technology from $330.00 to $510.00 and gave the company an “outperform” rating in a research note on Wednesday, March 18th. UBS Group lifted their target price on Micron Technology from $510.00 to $535.00 and gave the stock a “buy” rating in a report on Wednesday, April 8th. Royal Bank Of Canada boosted their price target on Micron Technology from $425.00 to $525.00 and gave the stock an “outperform” rating in a research note on Monday, March 16th. Finally, Barclays upped their price target on Micron Technology from $450.00 to $675.00 and gave the company an “overweight” rating in a report on Thursday, March 19th. Five research analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating and four have given a Hold rating to the company’s stock. According to data from MarketBeat, Micron Technology presently has a consensus rating of “Buy” and an average price target of $464.61.

Insider Activity at Micron Technology

In other Micron Technology news, EVP April S. Arnzen sold 40,000 shares of the stock in a transaction dated Wednesday, April 1st. The stock was sold at an average price of $347.39, for a total value of $13,895,600.00. Following the transaction, the executive vice president owned 125,737 shares of the company’s stock, valued at approximately $43,679,776.43. This represents a 24.13% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Sumit Sadana sold 24,000 shares of the firm’s stock in a transaction dated Friday, April 10th. The stock was sold at an average price of $421.35, for a total value of $10,112,400.00. Following the completion of the transaction, the executive vice president directly owned 224,021 shares in the company, valued at $94,391,248.35. The trade was a 9.68% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 115,623 shares of company stock worth $45,165,908. 0.24% of the stock is owned by insiders.

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.