Micron Technology, Inc. $MU Stock Holdings Raised by Journey Advisory Group LLC

Journey Advisory Group LLC grew its stake in Micron Technology, Inc. (NASDAQ:MU) by 77.3% during the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 22,982 shares of the semiconductor manufacturer’s stock after purchasing an additional 10,018 shares during the quarter. Journey Advisory Group LLC’s holdings in Micron Technology were worth $3,845,000 as of its most recent filing with the SEC.

A number of other hedge funds have also bought and sold shares of the company. Brighton Jones LLC increased its holdings in shares of Micron Technology by 18.3% in the 4th quarter. Brighton Jones LLC now owns 6,318 shares of the semiconductor manufacturer’s stock valued at $532,000 after acquiring an additional 976 shares during the last quarter. Sivia Capital Partners LLC boosted its holdings in Micron Technology by 21.7% in the second quarter. Sivia Capital Partners LLC now owns 3,528 shares of the semiconductor manufacturer’s stock worth $435,000 after purchasing an additional 628 shares during the period. United Bank bought a new stake in Micron Technology during the second quarter valued at $236,000. Schnieders Capital Management LLC. raised its holdings in shares of Micron Technology by 67.9% during the second quarter. Schnieders Capital Management LLC. now owns 16,984 shares of the semiconductor manufacturer’s stock worth $2,093,000 after purchasing an additional 6,867 shares during the period. Finally, Whittier Trust Co. raised its holdings in shares of Micron Technology by 222.7% during the second quarter. Whittier Trust Co. now owns 4,298 shares of the semiconductor manufacturer’s stock worth $530,000 after purchasing an additional 2,966 shares during the period. 80.84% of the stock is currently owned by institutional investors and hedge funds.

Micron Technology Stock Up 2.6%

MU opened at $428.17 on Friday. The stock’s 50 day moving average price is $351.28 and its 200 day moving average price is $241.69. The company has a debt-to-equity ratio of 0.19, a current ratio of 2.46 and a quick ratio of 1.78. The stock has a market cap of $481.91 billion, a P/E ratio of 40.70 and a beta of 1.52. Micron Technology, Inc. has a 12 month low of $61.54 and a 12 month high of $455.50.

Micron Technology (NASDAQ:MU) last announced its quarterly earnings results on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.77 by $1.01. Micron Technology had a return on equity of 22.71% and a net margin of 28.15%.The company had revenue of $13.64 billion during the quarter, compared to analyst estimates of $12.62 billion. During the same quarter in the previous year, the firm posted $1.79 EPS. The firm’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. As a group, research analysts predict that Micron Technology, Inc. will post 6.08 earnings per share for the current year.

Micron Technology Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Wednesday, January 14th. Shareholders of record on Monday, December 29th were paid a dividend of $0.115 per share. The ex-dividend date of this dividend was Monday, December 29th. This represents a $0.46 annualized dividend and a yield of 0.1%. Micron Technology’s dividend payout ratio (DPR) is presently 4.37%.

Micron Technology News Roundup

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

• Positive Sentiment: Analysts and media point to surging AI/data‑center memory demand and near-term supply constraints that support higher DRAM/HBM pricing and revenue upside for Micron. What’s Going On With Micron Stock Friday?
• Positive Sentiment: Recent analyst activity: Needham raised its price target to $450, and at least one upgrade was reported this week, boosting near‑term sentiment and trading interest. Needham & Company LLC Raises Micron Technology (NASDAQ:MU) Price Target to $450.00
• Positive Sentiment: Management reassured investors at a recent conference that HBM4 development is on track (no delays), reducing a key execution risk for high‑margin AI memory products. Micron Shareholders Received Amazing News at a Recent Investor Conference
• Positive Sentiment: Coverage and screen attention (Zacks, Yahoo trending stories) have elevated flows and retail/institutional interest, amplifying momentum. Here is What to Know Beyond Why Micron Technology, Inc. (MU) is a Trending Stock
• Neutral Sentiment: Barron’s notes increased retail accumulation in several high‑profile tech names, including Micron—this can fuel rallies but also raise volatility. Tesla Stock Falls. Why Retail Investors Keep Buying Alongside Micron, Microsoft, Others.
• Neutral Sentiment: Valuation checks: commentary notes strong share‑price momentum and lofty multiples tied to AI expectations—important context but not an immediate driver. Micron Technology (MU) Valuation Check After Strong Share Price Momentum And AI Memory Expectations
• Negative Sentiment: Some analysts and market commentators warn the rally resembles a late‑cycle “melt‑up” and caution against chasing the move; that raises downside risk if memory pricing or sentiment reverses. Micron: Melt-Up Looks Late Cycle; Don’t Chase This Rally Any Further
• Negative Sentiment: Micron remains a cyclical semiconductor play; long‑term gains depend on sustained AI infrastructure build‑out and memory pricing—cyclical downturns could erase gains. Is Micron Technology a Buy?

Insider Activity

In other news, Director Teyin M. Liu bought 11,600 shares of the company’s stock in a transaction that occurred on Tuesday, January 13th. The shares were purchased at an average price of $337.07 per share, with a total value of $3,910,012.00. Following the completion of the acquisition, the director directly owned 14,310 shares in the company, valued at approximately $4,823,471.70. This trade represents a 428.04% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Sumit Sadana sold 25,000 shares of the stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $429.89, for a total value of $10,747,250.00. Following the transaction, the executive vice president directly owned 248,021 shares of the company’s stock, valued at approximately $106,621,747.69. The trade was a 9.16% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders have acquired 23,200 shares of company stock worth $7,821,723 and have sold 73,623 shares worth $27,307,408. Corporate insiders own 0.24% of the company’s stock.

Analysts Set New Price Targets

A number of equities research analysts recently weighed in on the stock. Susquehanna boosted their price objective on shares of Micron Technology from $200.00 to $300.00 and gave the company a “positive” rating in a research report on Monday, December 8th. Phillip Securities upgraded Micron Technology to a “strong-buy” rating in a research note on Monday, February 2nd. TD Cowen increased their price target on Micron Technology from $300.00 to $450.00 and gave the stock a “buy” rating in a research report on Tuesday, January 20th. Stifel Nicolaus raised their price target on Micron Technology from $300.00 to $360.00 and gave the stock a “buy” rating in a report on Tuesday, January 20th. Finally, Mizuho boosted their price objective on Micron Technology from $390.00 to $480.00 and gave the company an “outperform” rating in a research report on Tuesday, January 27th. Six research analysts have rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat, the company presently has an average rating of “Buy” and a consensus target price of $358.38.

Micron Technology 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.