Tokio Marine Asset Management Co. Ltd. Boosts Position in Micron Technology, Inc. $MU

Tokio Marine Asset Management Co. Ltd. boosted its holdings in Micron Technology, Inc. (NASDAQ:MU) by 5.2% during the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 39,414 shares of the semiconductor manufacturer’s stock after buying an additional 1,960 shares during the period. Tokio Marine Asset Management Co. Ltd.’s holdings in Micron Technology were worth $11,249,000 at the end of the most recent reporting period.

Several other hedge funds have also recently bought and sold shares of the business. Brighton Jones LLC grew its position in Micron Technology by 18.3% in the fourth quarter. Brighton Jones LLC now owns 6,318 shares of the semiconductor manufacturer’s stock valued at $532,000 after acquiring an additional 976 shares in the last quarter. Sivia Capital Partners LLC grew its position in Micron Technology by 21.7% in the second quarter. Sivia Capital Partners LLC now owns 3,528 shares of the semiconductor manufacturer’s stock valued at $435,000 after acquiring an additional 628 shares in the last quarter. United Bank acquired a new stake in Micron Technology in the second quarter valued at approximately $236,000. Schnieders Capital Management LLC. grew its position in Micron Technology by 67.9% in the second quarter. Schnieders Capital Management LLC. now owns 16,984 shares of the semiconductor manufacturer’s stock valued at $2,093,000 after acquiring an additional 6,867 shares in the last quarter. Finally, Sei Investments Co. grew its position in Micron Technology by 5.6% in the second quarter. Sei Investments Co. now owns 405,545 shares of the semiconductor manufacturer’s stock valued at $49,987,000 after acquiring an additional 21,619 shares in the last quarter. Hedge funds and other institutional investors 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: AI and memory demand continue to drive upside: multiple pieces note Micron is a primary beneficiary of surging AI infrastructure spending, high‑bandwidth memory (HBM) demand, and a broader chip rally that has pushed semiconductor ETFs and peers sharply higher. Micron (MU) Is Riding the AI Boom, but the Stock Still Trades at a Discount
• Positive Sentiment: Commercial visibility improves: reports say Micron has locked long‑term, volume‑based agreements with hyperscalers/OEMs that commit advanced memory capacity into 2027 — this reduces revenue/price uncertainty and supports forward demand. Micron Sells Out Advanced Memory To 2027 Raising Questions On Valuation
• Positive Sentiment: Wall Street interest and analyst coverage remain supportive: several analysts and outlets are highlighting Micron as a buy amid the memory cycle and have raised targets or reiterated buys, providing potential upside catalysts. Brokers Suggest Investing in Micron (MU): Read This Before Placing a Bet
• Neutral Sentiment: Recent performance and sector rotation: Micron has been among the top performers since the market bottom in late March, which explains momentum but also raises the risk of short‑term volatility as investors rotate across tech. Here Are Some of the Top Stocks Since the Market Bottomed in March
• Neutral Sentiment: Valuation debate persists: several analyses note MU’s strong run has materially raised its valuation — some see it still cheap on cycle fundamentals, others warn the rally may be extended. This creates mixed signals for timing new positions. The historic surge in chip stocks highlight’s Micron’s valuation, and a related warning
• Negative Sentiment: Insider selling flagged: a recent filing shows an executive sold nearly $1.5M of MU stock, which some traders interpret as a cautionary sign and can amplify near‑term selling pressure. Monster insider trading alert for Micron (MU) stock
• Negative Sentiment: Profit‑taking and sector reaction: ASML’s post‑earnings weakness and commentary sparked profit‑taking across chip names, and some commentators (including high‑profile hosts) warned the rally could be vulnerable — adding downward pressure. Micron’s Hot Streak In Danger? Cramer Says One ‘Nugget’ Changes The Game

Insider Activity

In other news, EVP Sumit Sadana sold 25,000 shares of the stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $429.89, for a total transaction of $10,747,250.00. Following the completion of the transaction, the executive vice president directly owned 248,021 shares in the company, valued at approximately $106,621,747.69. This represents a 9.16% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, EVP Manish H. Bhatia sold 26,623 shares of the stock in a transaction that occurred on Thursday, January 22nd. The shares were sold at an average price of $391.04, for a total value of $10,410,657.92. Following the transaction, the executive vice president owned 323,486 shares of the company’s stock, valued at approximately $126,495,965.44. This trade represents a 7.60% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders sold 115,623 shares of company stock worth $45,165,908. 0.24% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

Several analysts have issued reports on the stock. Cantor Fitzgerald increased their price objective on shares of Micron Technology from $450.00 to $700.00 and gave the company an “overweight” rating in a research report on Thursday, March 19th. Sanford C. Bernstein increased their price objective on shares of Micron Technology from $330.00 to $510.00 and gave the company an “outperform” rating in a research report on Wednesday, March 18th. HSBC increased their price objective on shares of Micron Technology from $350.00 to $500.00 and gave the company a “buy” rating in a research report on Friday, January 23rd. Royal Bank Of Canada increased their price objective on shares of Micron Technology from $425.00 to $525.00 and gave the company an “outperform” rating in a research report on Monday, March 16th. Finally, JPMorgan Chase & Co. increased their price objective on shares of Micron Technology from $350.00 to $550.00 and gave the company an “overweight” rating in a research 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 issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Buy” and an average price target of $464.61.

Micron Technology Stock Performance

Micron Technology stock opened at $455.07 on Friday. The stock has a market cap of $513.20 billion, a P/E ratio of 21.49 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. The stock has a 50 day moving average of $406.41 and a 200-day moving average of $318.34. Micron Technology, Inc. has a 52 week low of $65.64 and a 52 week high of $471.34.

Micron Technology Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, April 15th. Stockholders of record on Monday, March 30th were paid a dividend of $0.15 per share. This is an increase from Micron Technology’s previous quarterly dividend of $0.12. The ex-dividend date was Monday, March 30th. This represents a $0.60 annualized dividend and a dividend yield of 0.1%. Micron Technology’s dividend payout ratio (DPR) is currently 2.83%.

About Micron Technology

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.