Micron Technology, Inc. $MU Shares Sold by WINTON GROUP Ltd

Posted by Geri Gentry on Sep 16th, 2026

WINTON GROUP Ltd decreased its holdings in Micron Technology, Inc. (NASDAQ:MU – Free Report) by 50.8% in the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 5,180 shares of the semiconductor manufacturer’s stock after selling 5,344 shares during the quarter. WINTON GROUP Ltd’s holdings in Micron Technology were worth $5,979,000 at the end of the most recent reporting period.

Other institutional investors have also recently made changes to their positions in the company. Cidel Asset Management Inc. raised its stake in shares of Micron Technology by 4.0% in the second quarter. Cidel Asset Management Inc. now owns 20,468 shares of the semiconductor manufacturer’s stock valued at $23,626,000 after acquiring an additional 778 shares in the last quarter. Capital Analysts LLC grew its stake in Micron Technology by 73.2% during the 2nd quarter. Capital Analysts LLC now owns 1,157 shares of the semiconductor manufacturer’s stock worth $1,335,000 after purchasing an additional 489 shares in the last quarter. SVB Wealth LLC grew its stake in Micron Technology by 83.7% during the 2nd quarter. SVB Wealth LLC now owns 5,842 shares of the semiconductor manufacturer’s stock worth $6,744,000 after purchasing an additional 2,662 shares in the last quarter. Insight Wealth Partners LLC purchased a new stake in Micron Technology during the 2nd quarter worth about $358,000. Finally, Concorde Asset Management LLC purchased a new stake in Micron Technology during the 2nd quarter worth about $356,000. Institutional investors and hedge funds own 80.84% of the company’s stock.

More Micron Technology News

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

Positive Sentiment: Micron demonstrated what it describes as the world’s first 512GB DDR5 RDIMM across multiple server platforms. The module reaches speeds of up to 9,200 MT/s and uses more than 60% less operating power than four 128GB modules, strengthening Micron’s position in data-center memory and AI infrastructure. Micron ultra-dense memory module announcement
Positive Sentiment: Strong AI-related memory demand remains the core bullish argument. Analysts and industry commentary point to tight DRAM supply, high-bandwidth memory demand, planned capacity expansion and potentially extended shortages, supporting Micron’s revenue and pricing outlook. Micron AI memory cycle analysis
Positive Sentiment: Micron appointed semiconductor veteran Deirdre Hanford to lead Micron Research Labs. The facility is backed by a planned $10 billion, decade-long investment focused on memory, compute architectures, advanced packaging and manufacturing, potentially supporting longer-term technology leadership. Micron Research Labs leadership announcement
Neutral Sentiment: Commentary remains bullish, with some analysts and Jim Cramer supporting substantially higher price targets. However, these opinions are not new company guidance and depend on continued AI spending, strong memory pricing and successful execution. Jim Cramer Micron thesis
Negative Sentiment: A Taiwan union representing Micron workers is keeping strike preparations alive while demanding a permanent profit-sharing arrangement. A labor disruption at a major manufacturing hub could create production delays, higher costs or additional uncertainty during a supply-constrained period. Reuters report on Micron Taiwan labor dispute
Negative Sentiment: Recent warnings from AI leaders calling for slower development triggered a broader technology selloff and renewed questions about future hyperscaler spending. Although infrastructure demand may remain intact, any reduction in AI capital expenditures would threaten Micron’s high-growth memory outlook and elevated valuation. AI concerns affecting semiconductor stocks

Micron Technology Trading Up 0.4%

MU opened at $927.60 on Wednesday. The company has a debt-to-equity ratio of 0.05, a quick ratio of 2.98 and a current ratio of 3.42. Micron Technology, Inc. has a one year low of $154.65 and a one year high of $1,255.00. The company has a market cap of $1.05 trillion, a P/E ratio of 21.00, a PEG ratio of 0.58 and a beta of 2.22. The business’s 50-day simple moving average is $928.01 and its 200-day simple moving average is $764.35.

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

Micron Technology Announces Dividend

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

Insider Buying and Selling at Micron Technology

In related news, Director Lynn A. Dugle sold 1,300 shares of Micron Technology stock in a transaction on Tuesday, June 30th. The shares were sold at an average price of $1,150.43, for a total transaction of $1,495,559.00. Following the sale, the director directly owned 17,728 shares in the company, valued at $20,394,823.04. This trade represents a 6.83% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP April S. Arnzen sold 40,000 shares of Micron Technology stock in a transaction on Wednesday, July 1st. The stock was sold at an average price of $1,083.94, for a total transaction of $43,357,600.00. Following the sale, the executive vice president owned 85,737 shares in the company, valued at $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 ninety days, insiders have sold 177,204 shares of company stock worth $182,156,264. 0.24% of the stock is owned by insiders.

Wall Street Analyst Weigh In

Several brokerages have recently issued reports on MU. Rosenblatt Securities lifted their price objective on Micron Technology from $1,200.00 to $1,500.00 and gave the company a “buy” rating in a research note on Thursday, June 25th. Wedbush boosted their price objective on Micron Technology from $1,300.00 to $1,400.00 and gave the stock an “outperform” rating in a research report on Thursday, June 25th. Deutsche Bank Aktiengesellschaft upped their target price on shares of Micron Technology from $1,500.00 to $1,550.00 and gave the stock a “buy” rating in a research note on Thursday, June 25th. Stifel Nicolaus raised their target price on shares of Micron Technology from $550.00 to $1,500.00 and gave the company a “buy” rating in a report on Thursday, June 18th. Finally, The Goldman Sachs Group lifted their price target on shares of Micron Technology from $900.00 to $1,100.00 and gave the stock a “neutral” rating in a research note on Thursday, June 25th. Four research analysts have rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and three have issued a Hold rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Buy” and a consensus target price of $1,295.63.

Get Our Latest Stock Analysis on MU

Micron Technology Profile

(Free Report)

Micron Technology, Inc is a global semiconductor company that designs, develops, manufactures and sells memory and storage solutions. Its product portfolio includes dynamic random-access memory (DRAM), NAND flash memory, NOR flash memory, solid-state drives, memory modules and high-bandwidth memory used in data-intensive computing applications.

Micron’s products support a range of markets, including data centers, artificial intelligence and high-performance computing, personal computers, smartphones, automotive systems, industrial equipment and networking devices.