Generali Powszechne Towarzystwo Emerytalne Has $16.89 Million Stock Position in Micron Technology, Inc. $MU

26 Jun 2026, 13:32 by Mitch Edgeman · The Markets Daily

Generali Powszechne Towarzystwo Emerytalne lowered its stake in Micron Technology, Inc. (NASDAQ:MU – Free Report) by 66.7% during the first quarter, HoldingsChannel.com reports. The institutional investor owned 50,000 shares of the semiconductor manufacturer’s stock after selling 100,000 shares during the period. Micron Technology accounts for about 3.0% of Generali Powszechne Towarzystwo Emerytalne’s holdings, making the stock its 18th biggest holding. Generali Powszechne Towarzystwo Emerytalne’s holdings in Micron Technology were worth $16,892,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently made changes to their positions in the stock. Vanguard Group Inc. lifted its position in Micron Technology by 1.9% in the 4th quarter. Vanguard Group Inc. now owns 106,608,094 shares of the semiconductor manufacturer’s stock valued at $30,427,016,000 after acquiring an additional 1,954,644 shares in the last quarter. State Street Corp boosted its stake in Micron Technology by 2.1% in the 4th quarter. State Street Corp now owns 52,749,817 shares of the semiconductor manufacturer’s stock worth $15,061,310,000 after purchasing an additional 1,090,644 shares during the period. Capital International Investors increased its holdings in Micron Technology by 0.7% during the 3rd quarter. Capital International Investors now owns 23,372,821 shares of the semiconductor manufacturer’s stock worth $3,910,198,000 after purchasing an additional 155,860 shares in the last quarter. Norges Bank bought a new position in Micron Technology during the 4th quarter worth about $6,433,456,000. Finally, Morgan Stanley raised its stake in shares of Micron Technology by 5.1% in the 4th quarter. Morgan Stanley now owns 16,396,655 shares of the semiconductor manufacturer’s stock valued at $4,679,771,000 after purchasing an additional 794,289 shares during the period. Institutional investors and hedge funds own 80.84% of the company’s stock.

Micron Technology Price Performance

Shares of NASDAQ MU opened at $1,213.56 on Friday. The company has a debt-to-equity ratio of 0.13, a current ratio of 2.90 and a quick ratio of 2.32. The business has a 50-day moving average of $803.70 and a 200-day moving average of $520.37. The stock has a market capitalization of $1.37 trillion, a price-to-earnings ratio of 27.47 and a beta of 2.16. Micron Technology, Inc. has a fifty-two week low of $103.38 and a fifty-two week high of $1,255.00.

Micron Technology (NASDAQ:MU – Get Free Report) last released its earnings results on Wednesday, June 24th. The semiconductor manufacturer reported $25.11 earnings per share (EPS) for the quarter, topping the consensus estimate of $21.39 by $3.72. Micron Technology had a return on equity of 82.33% and a net margin of 55.91%.The business had revenue of $41.46 billion for the quarter, compared to analyst estimates of $35.91 billion. During the same quarter in the prior year, the company posted $1.91 earnings per share. Micron Technology’s revenue was up 345.8% on a year-over-year basis. Micron Technology has set its Q4 2026 guidance at 30.000-32.000 EPS. As a group, sell-side analysts predict that Micron Technology, Inc. will post 60.62 earnings per share for the current fiscal year.

Micron Technology Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, July 21st. Stockholders of record on Monday, July 6th will be paid a dividend of $0.15 per share. The ex-dividend date is Monday, July 6th. This represents a $0.60 dividend on an annualized basis and a dividend yield of 0.0%. Micron Technology’s dividend payout ratio is currently 2.83%.

Trending Headlines about Micron Technology

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

Positive Sentiment: Micron said customers have committed to about $22 billion in memory-chip purchases and signed long-term strategic agreements, improving visibility and reducing concerns about the usual boom-bust cycle.
Positive Sentiment: Analysts across Wall Street raised price targets and reiterated bullish ratings, citing strong HBM and DRAM demand, tight supply, and better-than-expected margin expansion.
Positive Sentiment: The earnings report sparked a broader rally in semiconductor stocks globally, helping sentiment across the AI and memory space.
Positive Sentiment: Micron’s results also reignited the argument that AI infrastructure spending is creating a multi-year shortage in memory, which could support pricing power and earnings growth.
Neutral Sentiment: Micron declared a quarterly dividend of $0.15 per share, which is a routine capital-return update and not a major driver of the stock move.

Analyst Upgrades and Downgrades

A number of analysts have recently commented on the company. Wolfe Research set a $1,500.00 price target on Micron Technology in a report on Thursday. Weiss Ratings reiterated a “buy (b)” rating on shares of Micron Technology in a report on Tuesday, May 12th. Morgan Stanley lifted their target price on Micron Technology from $1,050.00 to $1,200.00 and gave the company an “overweight” rating in a research report on Thursday. Needham & Company LLC boosted their target price on Micron Technology from $1,550.00 to $1,650.00 and gave the company a “buy” rating in a research note on Thursday. Finally, Barclays upped their price target on Micron Technology from $1,175.00 to $2,000.00 and gave the stock an “overweight” rating in a research report on Thursday. Five equities research analysts have rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Buy” and an average price target of $1,228.30.

Check Out Our Latest Stock Analysis on MU

Insider Buying and Selling

In related news, CEO Sanjay Mehrotra sold 37,439 shares of the business’s stock in a transaction on Friday, May 29th. The shares were sold at an average price of $960.38, for a total transaction of $35,955,666.82. Following the transaction, the chief executive officer directly owned 387,064 shares in the company, valued at approximately $371,728,524.32. The trade was a 8.82% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP April S. Arnzen sold 40,000 shares of the business’s stock in a transaction on Wednesday, April 1st. The stock was sold at an average price of $347.39, for a total transaction of $13,895,600.00. Following the transaction, the executive vice president owned 125,737 shares in the company, valued at approximately $43,679,776.43. The trade was a 24.13% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders have sold 146,000 shares of company stock worth $85,486,715. 0.24% of the stock is currently owned by company insiders.

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.