Tokio Marine Asset Management 13F: Adds $1.9M to MU Stake

On October 26, 2026, Tokio Marine Asset Management boosted its stake in Micron Technology, Inc. (MU) by 1,762 shares, bringing its total to 43,291 shares valued at approximately $46.1 million. This information comes from the fund's latest Form 13F filing with the SEC.

In its filing, Tokio Marine reported a 4.2% increase in its holdings. The firm now holds 3.16% of its total assets in Micron, ranking it 11th out of 503 positions in its portfolio.

MU Micron Technology, Inc.

$903.70 ▲ +186.72% year to date

1M 3M YTD

Daily close · Oct 26, 2026

Other Institutional Activity in Micron Technology

Several other funds have also adjusted their positions in Micron. Ag2R la Mondiale Gestion D'Actifs added 4,092 shares, bringing its total to 53,547 shares worth about $57 million. Meanwhile, Gf Fund Management reduced its stake by 122,491 shares, now holding 325,584 shares valued at approximately $346.8 million. J. Safra Sarasin Holding decreased its position by 8,027 shares, ending with 74,911 shares valued around $74.7 million.

Micron Technology, Inc. Stock Up 3.0%

Micron's stock recently traded around $903.7, which is about equal to its closing price on the filing date. The shares are currently below their 50-day moving average of $982.73 and significantly below the 52-week high of $1,255. However, they remain well above the 52-week low of $192.59.

Recent Earnings

Micron reported trailing twelve-month revenue of approximately $133.2 billion and an earnings per share (EPS) of $74.33. The next earnings report is scheduled for December 23, 2026.

Dividend

Micron Technology pays an annual dividend of $0.60 per share, which gives it a yield of 0.07%. The company has a dividend payout ratio of 70%.

Insider Buying and Selling at Micron Technology, Inc.

Several insiders have sold shares recently. Sanjay Mehrotra, the CEO, sold 31,285 shares on July 24, 2026, and 40,000 shares on August 21, 2026. Sumit Sadana, an officer, sold 15,000 shares on August 18, 2026. Additionally, Scott J. Deboer, the president, sold 28,544 shares on October 16, 2026. All these transactions occurred before the recent filing date.

Analysts Set New Price Targets

On October 1, 2026, Mizuho maintained its rating of Outperform with a price target of $1,400. DA Davidson also maintained a Buy rating with a target of $3,000 on October 7, 2026. The consensus recommendation for Micron remains a strong buy, with a mean price target of $1,561.91 based on 45 analyst opinions.

About Micron Technology

Micron Technology, Inc. designs and produces semiconductor memory and storage products, serving various markets including data centers and mobile devices. As it continues to adapt to the evolving tech landscape, the recent boost in investment from Tokio Marine may indicate confidence in its growth potential.

Bottom Line

Investors should keep an eye on Micron's next earnings report on December 23, 2026, and any further filings from institutional investors like Tokio Marine. This boost in stake suggests a positive outlook, especially as the semiconductor market evolves.