Mitsubishi UFJ Morgan Stanley Securities Co. Ltd. Has $1.14 Million Stock Position in Micron Technology, Inc. $MU

Posted by Geri Gentry on Aug 15th, 2026

Mitsubishi UFJ Morgan Stanley Securities Co. Ltd. trimmed its position in Micron Technology, Inc. (NASDAQ:MU – Free Report) by 73.9% during the second quarter, HoldingsChannel.com reports. The institutional investor owned 983 shares of the semiconductor manufacturer’s stock after selling 2,779 shares during the period. Micron Technology makes up 3.5% of Mitsubishi UFJ Morgan Stanley Securities Co. Ltd.’s portfolio, making the stock its 4th biggest holding. Mitsubishi UFJ Morgan Stanley Securities Co. Ltd.’s holdings in Micron Technology were worth $1,135,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also recently added to or reduced their stakes in the company. M.E. Allison & CO. Inc. lifted its holdings in shares of Micron Technology by 0.8% during the second quarter. M.E. Allison & CO. Inc. now owns 1,324 shares of the semiconductor manufacturer’s stock worth $1,528,000 after buying an additional 11 shares in the last quarter. Cherrydale Wealth Management LLC grew its stake in shares of Micron Technology by 1.4% in the second quarter. Cherrydale Wealth Management LLC now owns 972 shares of the semiconductor manufacturer’s stock valued at $1,122,000 after acquiring an additional 13 shares in the last quarter. Red Door Wealth Management LLC grew its stake in shares of Micron Technology by 0.7% in the second quarter. Red Door Wealth Management LLC now owns 1,914 shares of the semiconductor manufacturer’s stock valued at $2,209,000 after acquiring an additional 14 shares in the last quarter. Signature Equity Partners LLC increased its position in Micron Technology by 6.3% during the first quarter. Signature Equity Partners LLC now owns 253 shares of the semiconductor manufacturer’s stock worth $86,000 after acquiring an additional 15 shares during the period. Finally, Clearwater Capital Advisors LLC increased its position in Micron Technology by 1.1% during the first quarter. Clearwater Capital Advisors LLC now owns 1,617 shares of the semiconductor manufacturer’s stock worth $546,000 after acquiring an additional 18 shares during the period. Institutional investors own 80.84% of the company’s stock.

Insider Activity

In related news, CEO Sanjay Mehrotra sold 31,285 shares of Micron Technology stock in a transaction that occurred on Friday, July 24th. The shares were sold at an average price of $926.83, for a total value of $28,995,876.55. Following the transaction, the chief executive officer directly owned 313,218 shares of the company’s stock, valued at $290,299,838.94. This trade represents a 9.08% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP April S. Arnzen sold 40,000 shares of the business’s stock in a transaction that occurred on Wednesday, July 1st. The shares were sold at an average price of $1,083.94, for a total transaction of $43,357,600.00. Following the transaction, the executive vice president owned 85,737 shares of the company’s stock, valued at approximately $92,933,763.78. This represents a 31.81% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 162,179 shares of company stock worth $167,811,861. Insiders own 0.24% of the company’s stock.

Key Headlines Impacting Micron Technology

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

Positive Sentiment: New Street upgraded Micron to “Buy” from “Neutral” and set a $1,250 price target, citing the possibility that AI is making memory demand less cyclical. The firm projects a potential $2 trillion-$3 trillion valuation for Micron by the end of the decade. Micron Upgraded to Buy on the Claim Memory Stopped Being Cyclical
Positive Sentiment: DRAM and NAND prices are tightening again, potentially increasing the earnings impact of Micron’s rapidly expanding data-center business. Analysts are continuing to raise revenue estimates and price targets as AI infrastructure spending supports demand for high-bandwidth memory and storage. Micron Stock Jumps as Memory Pricing Tightens Again
Positive Sentiment: Micron launched a $250 million Micron Ventures Paradigm Fund to invest across the AI technology stack, including model development, computing infrastructure, enterprise applications and physical AI. The initiative could strengthen partnerships and give Micron earlier insight into future memory and storage requirements. Micron Ventures Launches $250 Million Fund
Neutral Sentiment: Broader semiconductor strength, record U.S. equity benchmarks and easing rate-hike expectations are supporting risk appetite for memory stocks. Technical analysts also identify approximately $1,012 as an important near-term resistance level. Micron Price Forecast
Negative Sentiment: Risks remain from rising Chinese competition and execution timing. YMTC has surpassed Micron in NAND shipments, while Micron’s new $9.3 billion fabrication plant is not expected to produce chips until 2028. Michael Burry has also increased bearish positions involving Micron, underscoring concerns about valuation, supply growth and a possible return of memory-cycle volatility.

Micron Technology Stock Up 2.3%

MU stock opened at $971.66 on Friday. Micron Technology, Inc. has a 52 week low of $113.46 and a 52 week high of $1,255.00. The business has a 50-day simple moving average of $965.49 and a 200 day simple moving average of $677.08. The company has a quick ratio of 2.98, a current ratio of 3.42 and a debt-to-equity ratio of 0.05. The company has a market cap of $1.10 trillion, a PE ratio of 22.00 and a beta of 2.18.

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

Micron Technology Dividend Announcement

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

Wall Street Analysts Forecast Growth

MU has been the subject of several analyst reports. Raymond James Financial lifted their price objective on shares of Micron Technology from $1,100.00 to $1,500.00 and gave the stock an “outperform” rating in a research note on Thursday, June 25th. Seaport Research Partners restated a “buy” rating on shares of Micron Technology in a research report on Friday. Barclays raised their target price on shares of Micron Technology from $1,175.00 to $2,000.00 and gave the stock an “overweight” rating in a report on Thursday, June 25th. Citigroup dropped their price target on shares of Micron Technology from $1,400.00 to $1,150.00 and set a “buy” rating for the company in a research report on Friday, August 7th. Finally, Melius Research initiated coverage on Micron Technology in a research note on Monday, April 27th. They issued a “buy” rating and a $700.00 price target for the company. Four investment analysts have rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat, Micron Technology currently has an average rating of “Buy” and a consensus target price of $1,259.97.

Get Our Latest Research Report on Micron Technology

Micron Technology Company Profile

(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.