3,762 Shares in Micron Technology, Inc. $MU Purchased by Mitsubishi UFJ Morgan Stanley Securities Co. Ltd.

Posted by Brenda Bartman on Jul 9th, 2026

Mitsubishi UFJ Morgan Stanley Securities Co. Ltd. bought a new stake in Micron Technology, Inc. (NASDAQ:MU – Free Report) in the first quarter, Holdings Channel reports. The fund bought 3,762 shares of the semiconductor manufacturer’s stock, valued at approximately $1,271,000. Micron Technology makes up approximately 3.1% of Mitsubishi UFJ Morgan Stanley Securities Co. Ltd.’s portfolio, making the stock its biggest position.

Several other large investors have also recently bought and sold shares of the stock. Capital Advisors Ltd. LLC lifted its stake in shares of Micron Technology by 10.3% in the 1st quarter. Capital Advisors Ltd. LLC now owns 247 shares of the semiconductor manufacturer’s stock worth $83,000 after acquiring an additional 23 shares during the period. Manning & Napier Advisors LLC boosted its holdings in shares of Micron Technology by 2.4% in the fourth quarter. Manning & Napier Advisors LLC now owns 1,030 shares of the semiconductor manufacturer’s stock valued at $301,000 after acquiring an additional 24 shares in the last quarter. Essex Bank increased its stake in shares of Micron Technology by 2.0% during the first quarter. Essex Bank now owns 1,252 shares of the semiconductor manufacturer’s stock valued at $423,000 after acquiring an additional 24 shares during the period. SWAN Capital LLC increased its stake in shares of Micron Technology by 9.7% during the fourth quarter. SWAN Capital LLC now owns 271 shares of the semiconductor manufacturer’s stock valued at $77,000 after acquiring an additional 24 shares during the period. Finally, Vivaldi Capital Management LP raised its holdings in Micron Technology by 1.2% during the fourth quarter. Vivaldi Capital Management LP now owns 1,964 shares of the semiconductor manufacturer’s stock worth $561,000 after purchasing an additional 24 shares in the last quarter. Institutional investors and hedge funds own 80.84% of the company’s stock.

Micron Technology News Summary

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

Positive Sentiment: Micron’s record earnings, strong AI memory demand, and upbeat guidance continue to support the long-term growth story. Zacks: Micron Stock Drops 10% After Earnings – Is This a Buying Opportunity?
Positive Sentiment: Micron landed a long-term supply deal with Ford, improving revenue visibility and reinforcing demand for its automotive memory products. TheStreet: Micron’s Ford deal shows automakers racing to outbid AI for chips
Positive Sentiment: Some analysts remain bullish, arguing the recent selloff has made Micron more attractive and that AI demand still supports the chip cycle. Benzinga: Micron, Broadcom Just Got 25% Cheaper
Neutral Sentiment: The stock is moving with the broader memory-chip trade, so sector volatility is amplifying MU’s swings more than company-specific fundamentals are changing. MarketWatch: Micron’s stock falls as investors wonder if the memory market is near the top
Neutral Sentiment: Some coverage highlights insider selling and bear-market technical damage, which may keep sentiment cautious in the near term. InsiderTrades: Micron Technology EVP April Arnzen Sells 40,000 Shares

Analyst Ratings Changes

MU has been the subject of a number of research analyst reports. Deutsche Bank Aktiengesellschaft upped their target price on Micron Technology from $1,500.00 to $1,550.00 and gave the stock a “buy” rating in a research report on Thursday, June 25th. The Goldman Sachs Group boosted their price objective on Micron Technology from $900.00 to $1,100.00 and gave the stock a “neutral” rating in a research note on Thursday, June 25th. Wells Fargo & Company upped their price objective on Micron Technology from $1,220.00 to $1,525.00 and gave the company an “overweight” rating in a report on Thursday, June 25th. Melius Research started coverage on Micron Technology in a research note on Monday, April 27th. They set a “buy” rating and a $700.00 target price for the company. Finally, TD Cowen raised their target price on Micron Technology from $1,500.00 to $1,600.00 and gave the company a “buy” rating in a research note on Thursday, June 25th. Five investment analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and three have issued a Hold rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Buy” and an average target price of $1,263.76.

Get Our Latest Stock Analysis on Micron Technology

Micron Technology Trading Up 1.1%

Micron Technology stock opened at $948.80 on Thursday. The company has a debt-to-equity ratio of 0.05, a quick ratio of 2.98 and a current ratio of 3.42. The firm has a market cap of $1.07 trillion, a price-to-earnings ratio of 21.48 and a beta of 2.14. Micron Technology, Inc. has a 1 year low of $103.38 and a 1 year high of $1,255.00. The firm’s 50 day moving average price is $904.31 and its two-hundred day moving average price is $570.24.

Micron Technology (NASDAQ:MU – Get Free Report) last announced its quarterly earnings data on Wednesday, June 24th. The semiconductor manufacturer reported $25.11 EPS for the quarter, beating analysts’ consensus estimates of $21.39 by $3.72. The company had revenue of $41.46 billion during 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 quarterly revenue was up 345.8% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $1.91 EPS. Micron Technology has set its Q4 2026 guidance at 30.000-32.000 EPS. On average, research analysts predict that Micron Technology, Inc. will post 72.94 EPS for the current fiscal year.

Micron Technology Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, July 21st. Stockholders of record on Monday, July 6th will be given a dividend of $0.15 per share. The ex-dividend date of this dividend is Monday, July 6th. This represents a $0.60 dividend on an annualized basis and a dividend yield of 0.1%. Micron Technology’s payout ratio is 1.36%.

Insider Buying and Selling at Micron Technology

In related news, EVP April S. Arnzen sold 40,000 shares of the stock in a transaction 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 completion of the transaction, the executive vice president owned 85,737 shares in the company, valued at $92,933,763.78. This trade represents a 31.81% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, EVP Sumit Sadana sold 24,000 shares of the stock in a transaction on Friday, April 10th. The shares were 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 owned 224,021 shares of the company’s stock, valued at $94,391,248.35. This trade represents a 9.68% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 187,300 shares of company stock valued at $162,779,604 over the last 90 days. 0.24% of the stock is owned by insiders.

About Micron Technology

(Free Report)

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.