FIRST FINANCIAL BANKSHARES INC has opened a new $14.3M position in $MU, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 06-30-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $MU.
$MU Hedge Fund Activity
We have seen 942 institutional investors add shares of $MU stock to their portfolio, and 940 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CAPITAL WORLD INVESTORS added 16,525,758 shares (+30.4%) to their portfolio in Q2 2025, for an estimated $2,036,799,673
- INFINITUM ASSET MANAGEMENT, LLC added 6,871,200 shares (+8589.0%) to their portfolio in Q1 2025, for an estimated $597,038,568
- PRIMECAP MANAGEMENT CO/CA/ removed 5,814,892 shares (-15.6%) from their portfolio in Q2 2025, for an estimated $716,685,439
- FMR LLC removed 5,635,789 shares (-11.9%) from their portfolio in Q2 2025, for an estimated $694,610,994
- D. E. SHAW & CO., INC. removed 4,031,603 shares (-96.1%) from their portfolio in Q1 2025, for an estimated $350,305,984
- WELLINGTON MANAGEMENT GROUP LLP added 3,272,391 shares (+121.7%) to their portfolio in Q2 2025, for an estimated $403,322,190
- SUSQUEHANNA INTERNATIONAL GROUP, LLP added 3,021,888 shares (+290.4%) to their portfolio in Q1 2025, for an estimated $262,571,848
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$MU Insider Trading Activity
$MU insiders have traded $MU stock on the open market 40 times in the past 6 months. Of those trades, 0 have been purchases and 40 have been sales.
Here’s a breakdown of recent trading of $MU stock by insiders over the last 6 months:
- SUMIT SADANA (EVP and Chief Business Officer) sold 92,638 shares for an estimated $11,625,142
- MANISH H BHATIA (EVP, Global Operations) sold 80,000 shares for an estimated $9,852,800
- SCOTT J DEBOER (EVP, CTO and Products Officer) has made 0 purchases and 3 sales selling 63,047 shares for an estimated $7,006,900.
- MARK J. MURPHY (EVP & Chief Financial Officer) has made 0 purchases and 5 sales selling 34,000 shares for an estimated $3,716,823.
- APRIL S ARNZEN (EVP and Chief People Officer) has made 0 purchases and 2 sales selling 30,000 shares for an estimated $3,319,500.
- SANJAY MEHROTRA (President and CEO) has made 0 purchases and 15 sales selling 22,500 shares for an estimated $2,522,804.
- MICHAEL CHARLES RAY (SVP, Chief Legal Officer) has made 0 purchases and 2 sales selling 13,050 shares for an estimated $1,305,000.
- STEVEN J GOMO sold 7,000 shares for an estimated $876,050
- MARY PAT MCCARTHY has made 0 purchases and 10 sales selling 7,212 shares for an estimated $707,275.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$MU Government Contracts
We have seen $1,672,503 of award payments to $MU over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- OPTION YEAR 2 MAINTENANCE: $1,077,448
- FACILITIES MAINTENANCE WORK ORDERS -BGAD: $249,000
- MWR RENOVATIONS: $236,980
- FACILITIES MAINTENANCE WORK ORDERS - BGC: $85,000
- EV CHARGERS, PHASE I MINOR CONSTRUCTION: $24,075
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
$MU Congressional Stock Trading
Members of Congress have traded $MU stock 6 times in the past 6 months. Of those trades, 1 have been purchases and 5 have been sales.
Here’s a breakdown of recent trading of $MU stock by members of Congress over the last 6 months:
- REPRESENTATIVE LISA C. MCCLAIN purchased up to $15,000 on 07/22.
- SENATOR JOHN BOOZMAN has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 07/01, 06/11.
- REPRESENTATIVE ROBERT BRESNAHAN sold up to $15,000 on 04/08.
- REPRESENTATIVE JEFFERSON SHREVE sold up to $50,000 on 04/07.
- REPRESENTATIVE JULIE JOHNSON sold up to $15,000 on 04/07.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
$MU Analyst Ratings
Wall Street analysts have issued reports on $MU in the last several months. We have seen 17 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Rosenblatt issued a "Buy" rating on 08/11/2025
- Needham issued a "Buy" rating on 08/11/2025
- Deutsche Bank issued a "Buy" rating on 07/10/2025
- Baird issued a "Outperform" rating on 06/27/2025
- Raymond James issued a "Outperform" rating on 06/26/2025
- Barclays issued a "Overweight" rating on 06/26/2025
- Stifel issued a "Buy" rating on 06/26/2025
To track analyst ratings and price targets for $MU, check out Quiver Quantitative's $MU forecast page.
$MU Price Targets
Multiple analysts have issued price targets for $MU recently. We have seen 23 analysts offer price targets for $MU in the last 6 months, with a median target of $150.0.
Here are some recent targets:
- Harlan Sur from JP Morgan set a target price of $185.0 on 08/12/2025
- N. Quinn Bolton from Needham set a target price of $150.0 on 08/11/2025
- Kevin Cassidy from Rosenblatt set a target price of $200.0 on 08/11/2025
- James Sheehan from Goldman Sachs set a target price of $130.0 on 07/10/2025
- Melissa Weathers from Deutsche Bank set a target price of $150.0 on 07/10/2025
- Tristan Gerra from Baird set a target price of $200.0 on 06/27/2025
- Aaron Rakers from Wells Fargo set a target price of $170.0 on 06/26/2025
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $MU ticker page for more data.
