Lbp Am Sa Has $25.74 Million Stock Position in Micron Technology, Inc. $MU

16 Apr 2026, 08:14 by Renee Jackson · The Cerbat Gem

Lbp Am Sa boosted its stake in shares of Micron Technology, Inc. (NASDAQ:MU – Free Report) by 430.8% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 90,173 shares of the semiconductor manufacturer’s stock after purchasing an additional 73,186 shares during the quarter. Lbp Am Sa’s holdings in Micron Technology were worth $25,736,000 at the end of the most recent quarter.

Other large investors have also recently bought and sold shares of the company. iA Global Asset Management Inc. raised its stake in Micron Technology by 18.7% during the 3rd quarter. iA Global Asset Management Inc. now owns 146,890 shares of the semiconductor manufacturer’s stock valued at $24,578,000 after purchasing an additional 23,117 shares during the last quarter. Wealthfront Advisers LLC raised its stake in Micron Technology by 9.8% during the 3rd quarter. Wealthfront Advisers LLC now owns 95,396 shares of the semiconductor manufacturer’s stock valued at $15,962,000 after purchasing an additional 8,489 shares during the last quarter. Westpac Banking Corp raised its stake in Micron Technology by 251.0% during the 3rd quarter. Westpac Banking Corp now owns 23,086 shares of the semiconductor manufacturer’s stock valued at $3,863,000 after purchasing an additional 16,509 shares during the last quarter. Generation Capital Management LLC acquired a new position in Micron Technology during the 3rd quarter valued at $238,000. Finally, Avanda Investment Management Pte. Ltd. acquired a new position in Micron Technology during the 3rd quarter valued at $418,000. 80.84% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions 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 shares were sold at an average price of $347.39, for a total transaction of $13,895,600.00. Following the sale, the executive vice president owned 125,737 shares of the company’s stock, valued at $43,679,776.43. This represents a 24.13% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Manish H. Bhatia sold 26,623 shares of the stock in a transaction dated Thursday, January 22nd. The stock was sold at an average price of $391.04, for a total transaction of $10,410,657.92. Following the sale, the executive vice president directly owned 323,486 shares in the company, valued at approximately $126,495,965.44. This represents a 7.60% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 115,623 shares of company stock valued at $45,165,908. 0.24% of the stock is owned by insiders.

Trending Headlines about Micron Technology

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

Positive Sentiment: Analysts keep raising estimates and price targets (including a notable lift from Lynx Equity), which supports further institutional and thematic AI flows into MU. Lynx Equity Raises Micron (MU) PT, Suggests Aggressive Buying
Positive Sentiment: Micron’s margins have expanded sharply as AI demand boosts HBM/DRAM pricing and mix, underpinning profit revisions and providing a fundamental rationale for higher valuations. Can Micron’s Margin Expansion Continue Amid Strong AI Demand?
Neutral Sentiment: New and growing semiconductor/DRAM-focused ETFs could channel more passive inflows into big-memory names like Micron, but they also concentrate sector exposure and volatility. 3 Semiconductor ETFs to Buy Before the AI Chip Market Hits $500 Billion
Neutral Sentiment: Coverage pieces and price models (including ML forecasts and “is it too late?” analyses) are increasing attention; they draw trading flows but add little new fundamental data. Is It Too Late To Consider Micron Technology (MU)?
Negative Sentiment: Insider selling: EVP Sumit Sadana sold ~24,000 shares (~$10.1M) in early April — flagged by markets as profit-taking and used by some traders as a near-term caution. Micron EVP Sells $10,112,400.00 in Stock
Negative Sentiment: Short-term memory-stock pullback: headlines show Micron and peers selling off as momentum traders take profits after a historic run, contributing to the intraday decline. Micron Falls 5%, SanDisk Drops 7%
Negative Sentiment: Valuation warnings: several commentators caution that much of the AI upside may already be priced in, increasing downside risk for late buyers. Is Micron Technology’s Stock Really That Cheap?

Micron Technology Stock Down 2.0%

MU opened at $456.23 on Thursday. The firm’s 50-day simple moving average is $403.71 and its 200-day simple moving average is $314.28. The company has a debt-to-equity ratio of 0.13, a quick ratio of 2.32 and a current ratio of 2.90. Micron Technology, Inc. has a twelve month low of $65.64 and a twelve month high of $471.34. The firm has a market cap of $514.51 billion, a price-to-earnings ratio of 21.54 and a beta of 1.60.

Micron Technology Increases Dividend

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

Wall Street Analysts Forecast Growth

A number of equities analysts have recently issued reports on MU shares. Deutsche Bank Aktiengesellschaft increased their price objective on shares of Micron Technology from $500.00 to $550.00 and gave the company a “buy” rating in a research note on Thursday, March 19th. 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 note on Thursday, March 19th. Piper Sandler increased their price objective on shares of Micron Technology from $275.00 to $400.00 and gave the company an “overweight” rating in a research note on Wednesday, January 7th. KeyCorp increased their price objective on shares of Micron Technology from $450.00 to $600.00 and gave the company an “overweight” rating in a research note on Thursday, March 19th. Finally, TD Cowen increased their price objective on shares of Micron Technology from $450.00 to $500.00 and gave the company a “buy” rating in a research note on Monday, March 16th. Five research analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating and four have given a Hold rating to the stock. According to MarketBeat.com, Micron Technology presently has an average rating of “Buy” and a consensus price target of $464.61.

View Our Latest Analysis on MU

Micron Technology 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.