Tanager Wealth Management LLP acquired a new position in shares of Micron Technology, Inc. (NASDAQ:MU – Free Report) during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor acquired 1,758 shares of the semiconductor manufacturer’s stock, valued at approximately $294,000.
Several other hedge funds and other institutional investors also recently made changes to their positions in MU. Brighton Jones LLC lifted its stake in Micron Technology by 18.3% during the fourth quarter. Brighton Jones LLC now owns 6,318 shares of the semiconductor manufacturer’s stock worth $532,000 after purchasing an additional 976 shares during the last quarter. Empowered Funds LLC lifted its position in shares of Micron Technology by 8.5% during the 1st quarter. Empowered Funds LLC now owns 66,604 shares of the semiconductor manufacturer’s stock worth $5,787,000 after buying an additional 5,240 shares during the last quarter. SCS Capital Management LLC bought a new stake in shares of Micron Technology during the 1st quarter worth $276,000. SageView Advisory Group LLC grew its position in Micron Technology by 52.5% in the first quarter. SageView Advisory Group LLC now owns 6,572 shares of the semiconductor manufacturer’s stock valued at $571,000 after acquiring an additional 2,263 shares during the last quarter. Finally, Focus Partners Wealth lifted its holdings in shares of Micron Technology by 312.1% in the first quarter. Focus Partners Wealth now owns 138,878 shares of the semiconductor manufacturer’s stock worth $12,067,000 after acquiring an additional 105,178 shares during the last quarter. 80.84% of the stock is currently owned by institutional investors and hedge funds.
Insider Activity at Micron Technology
In other news, CFO Mark J. Murphy sold 126,000 shares of the company’s stock in a transaction dated Thursday, October 30th. The shares were sold at an average price of $225.31, for a total transaction of $28,389,060.00. Following the transaction, the chief financial officer owned 219,693 shares in the company, valued at approximately $49,499,029.83. This represents a 36.45% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Scott J. Deboer sold 82,000 shares of the business’s stock in a transaction that occurred on Monday, October 27th. The shares were sold at an average price of $222.81, for a total value of $18,270,420.00. Following the sale, the executive vice president owned 154,145 shares of the company’s stock, valued at approximately $34,345,047.45. This represents a 34.72% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 318,800 shares of company stock worth $72,333,387 over the last ninety days. 0.24% of the stock is owned by corporate insiders.
Analysts Set New Price Targets
Check Out Our Latest Stock Analysis on Micron Technology
Key Micron Technology News
Here are the key news stories impacting Micron Technology this week:
- Positive Sentiment: Several sell‑side firms raised targets (Mizuho to $390; UBS and Piper Sandler to ~$400), citing a sustained AI-driven memory squeeze and upside to ASPs and earnings — a direct catalyst for the rally. UBS Group Boosts Micron Technology (NASDAQ:MU) Price Target to $400.00
- Positive Sentiment: Analysts and trade press point to persistent AI demand (higher memory content, tight supply for HBM/DRAM) that supports pricing power, margin expansion and raised FY26/FY27 EPS estimates. Micron’s Pricing Power Looks Unstoppable As AI Demand Outruns Supply
- Positive Sentiment: Coverage from Forbes, The Motley Fool and others highlights Micron’s shift toward higher‑value AI memory and stronger top‑line momentum after recent results — reinforcing the bullish narrative. Up 3x In 2025, What’s Next For Micron Stock?
- Positive Sentiment: Micron announced a major megafab groundbreaking (New York), signaling longer‑term capacity expansion to monetize the structural memory shortage. Micron Announces Groundbreaking for Historic New York Megafab
- Neutral Sentiment: High‑profile media endorsements and screener momentum (Jim Cramer mentions, Zacks Rank #1 additions) are increasing retail and institutional interest but may already be reflected in the stock’s run. Jim Cramer Reveals Why Micron (MU)’s Shares Performed Well
- Neutral Sentiment: Sector peers (e.g., Samsung) reporting record profitability from rising memory prices reinforce the thematic tailwind for Micron but also remind investors that the industry remains cyclical. Samsung Expects Record Profit as Memory Chip Prices Soar. What It Means for Micron Stock.
- Negative Sentiment: An insider (Micron’s CAO) sold 2,000 shares recently; while small in the context of total holdings, such sales can be highlighted by short‑term traders. SEC Filing: Insider Sale by Scott R. Allen
- Negative Sentiment: After a steep run, the stock has seen profit‑taking and a market pullback; notes about overbought technicals and elevated valuation raise the risk of near‑term volatility despite strong fundamentals. Micron (MU) Stock Drops In Market Pullback, But AI Memory Demand Stays Hot
Micron Technology Price Performance
Shares of NASDAQ MU opened at $345.09 on Friday. The company has a market capitalization of $388.40 billion, a PE ratio of 32.80, a P/E/G ratio of 0.21 and a beta of 1.50. The company has a quick ratio of 1.78, a current ratio of 2.46 and a debt-to-equity ratio of 0.19. Micron Technology, Inc. has a twelve month low of $61.54 and a twelve month high of $346.30. The firm has a fifty day simple moving average of $256.89 and a 200 day simple moving average of $184.24.
Micron Technology (NASDAQ:MU – Get Free Report) last posted its quarterly earnings data on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 earnings per share for the quarter, topping the consensus estimate of $3.77 by $1.01. Micron Technology had a return on equity of 22.71% and a net margin of 28.15%.The firm had revenue of $13.64 billion during the quarter, compared to analyst estimates of $12.62 billion. During the same period last year, the company posted $1.79 EPS. The business’s quarterly revenue was up 56.7% on a year-over-year basis. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. On average, sell-side analysts forecast that Micron Technology, Inc. will post 6.08 EPS for the current year.
Micron Technology Dividend Announcement
The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, January 14th. Stockholders of record on Monday, December 29th will be paid a $0.115 dividend. The ex-dividend date is Monday, December 29th. This represents a $0.46 annualized dividend and a dividend yield of 0.1%. Micron Technology’s payout ratio is currently 4.37%.
Micron Technology Company Profile
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.
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