Mark J. Murphy, the EVP & Chief Financial Officer of $MU, sold 22,347 shares of the company on 10-30-2025 for an estimated $5,061,818. We received data on the trade from a recent SEC filing. This was a sale of approximately 9.2% of their shares of this class of stock. Following this trade, they now own 219,693 shares of this class of $MU stock.
$MU Insider Trading Activity
$MU insiders have traded $MU stock on the open market 104 times in the past 6 months. Of those trades, 0 have been purchases and 104 have been sales.
Here’s a breakdown of recent trading of $MU stock by insiders over the last 6 months:
- SANJAY MEHROTRA (President and CEO) has made 0 purchases and 70 sales selling 180,000 shares for an estimated $33,090,206.
- MARK J. MURPHY (EVP & Chief Financial Officer) has made 0 purchases and 11 sales selling 160,000 shares for an estimated $32,105,934.
- SCOTT J DEBOER (EVP, CTO and Products Officer) has made 0 purchases and 3 sales selling 122,000 shares for an estimated $22,972,620.
- 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
- APRIL S ARNZEN (EVP and Chief People Officer) has made 0 purchases and 2 sales selling 30,000 shares for an estimated $4,337,400.
- SCOTT R. ALLEN (CVP, Chief Accounting Officer) sold 8,800 shares for an estimated $1,848,176
- STEVEN J GOMO sold 7,000 shares for an estimated $876,050
- RICHARD M BEYER sold 5,552 shares for an estimated $864,335
- MICHAEL CHARLES RAY (SVP, Chief Legal Officer) has made 0 purchases and 9 sales selling 3,682 shares for an estimated $742,384.
- MARY PAT MCCARTHY has made 0 purchases and 4 sales selling 4,808 shares for an estimated $569,632.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$MU Hedge Fund Activity
We have seen 1,051 institutional investors add shares of $MU stock to their portfolio, and 846 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
- D. E. SHAW & CO., INC. added 7,193,284 shares (+4426.5%) to their portfolio in Q2 2025, for an estimated $886,572,253
- INFINITUM ASSET MANAGEMENT, LLC removed 6,851,200 shares (-98.6%) from their portfolio in Q2 2025, for an estimated $844,410,400
- 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
- WELLINGTON MANAGEMENT GROUP LLP added 3,272,391 shares (+121.7%) to their portfolio in Q2 2025, for an estimated $403,322,190
- BANK OF AMERICA CORP /DE/ added 3,074,802 shares (+30.2%) to their portfolio in Q2 2025, for an estimated $378,969,346
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$MU Congressional Stock Trading
Members of Congress have traded $MU stock 7 times in the past 6 months. Of those trades, 1 have been purchases and 6 have been sales.
Here’s a breakdown of recent trading of $MU stock by members of Congress over the last 6 months:
- REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 09/23.
- SENATOR JOHN BOOZMAN has traded it 4 times. They made 0 purchases and 4 sales worth up to $60,000 on 09/17, 08/22, 07/01, 06/11.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 2 times. They made 1 purchase worth up to $15,000 on 07/22 and 1 sale worth up to $15,000 on 08/04.
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 20 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Citigroup issued a "Buy" rating on 10/27/2025
- Mizuho issued a "Outperform" rating on 10/17/2025
- Itau BBA issued a "Outperform" rating on 10/07/2025
- Morgan Stanley issued a "Overweight" rating on 10/06/2025
- Barclays issued a "Overweight" rating on 09/24/2025
- JP Morgan issued a "Overweight" rating on 09/24/2025
- Keybanc issued a "Overweight" rating on 09/24/2025
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 28 analysts offer price targets for $MU in the last 6 months, with a median target of $200.0.
Here are some recent targets:
- Vijay Rakesh from Mizuho set a target price of $265.0 on 10/28/2025
- Christopher Danely from Citigroup set a target price of $275.0 on 10/27/2025
- Tom O'Malley from Barclays set a target price of $240.0 on 10/20/2025
- Timothy Arcuri from UBS set a target price of $245.0 on 10/16/2025
- James Sheehan from Goldman Sachs set a target price of $180.0 on 10/09/2025
- An analyst from Itau BBA set a target price of $249.0 on 10/07/2025
- Joseph Moore from Morgan Stanley set a target price of $220.0 on 10/06/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information.
