Focus Partners Wealth Boosts Stake in Micron Technology, Inc. $MU

Focus Partners Wealth raised its position in Micron Technology, Inc. (NASDAQ:MU) by 156.6% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 345,828 shares of the semiconductor manufacturer’s stock after purchasing an additional 211,049 shares during the quarter. Focus Partners Wealth’s holdings in Micron Technology were worth $57,865,000 as of its most recent SEC filing.

A number of other large investors also recently added to or reduced their stakes in MU. American Capital Advisory LLC boosted its position in shares of Micron Technology by 20.4% during the third quarter. American Capital Advisory LLC now owns 272 shares of the semiconductor manufacturer’s stock worth $46,000 after buying an additional 46 shares during the period. Winthrop Capital Management LLC raised its holdings in shares of Micron Technology by 4.0% in the 3rd quarter. Winthrop Capital Management LLC now owns 1,234 shares of the semiconductor manufacturer’s stock valued at $206,000 after buying an additional 47 shares during the period. Main Street Research LLC lifted its stake in Micron Technology by 0.8% during the 3rd quarter. Main Street Research LLC now owns 5,976 shares of the semiconductor manufacturer’s stock worth $1,000,000 after acquiring an additional 47 shares in the last quarter. Teamwork Financial Advisors LLC lifted its stake in Micron Technology by 0.4% during the 3rd quarter. Teamwork Financial Advisors LLC now owns 14,974 shares of the semiconductor manufacturer’s stock worth $2,505,000 after acquiring an additional 53 shares in the last quarter. Finally, Blue Trust Inc. boosted its holdings in Micron Technology by 0.5% during the 3rd quarter. Blue Trust Inc. now owns 10,633 shares of the semiconductor manufacturer’s stock valued at $1,779,000 after acquiring an additional 53 shares during the period. 80.84% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at Micron Technology

In other Micron Technology news, Director Steven J. Gomo sold 5,000 shares of the stock in a transaction that occurred on Friday, December 19th. The shares were sold at an average price of $263.63, for a total value of $1,318,150.00. Following the transaction, the director directly owned 19,139 shares in the company, valued at $5,045,614.57. This represents a 20.71% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP April S. Arnzen sold 15,000 shares of the firm’s stock in a transaction that occurred on Monday, December 22nd. The stock was sold at an average price of $277.09, for a total transaction of $4,156,350.00. Following the sale, the executive vice president directly owned 165,618 shares in the company, valued at approximately $45,891,091.62. The trade was a 8.30% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders acquired 23,200 shares of company stock valued at $7,821,723 and sold 73,623 shares valued at $27,307,408. 0.24% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

A number of analysts have issued reports on MU shares. Itau BBA Securities reiterated an “outperform” rating on shares of Micron Technology in a research note on Thursday, December 18th. KeyCorp raised their price objective on shares of Micron Technology from $325.00 to $450.00 and gave the company an “overweight” rating in a research note on Tuesday, January 13th. Wolfe Research lifted their price objective on shares of Micron Technology from $300.00 to $350.00 and gave the company an “outperform” rating in a report on Thursday, December 18th. Raymond James Financial upped their target price on shares of Micron Technology from $190.00 to $310.00 and gave the stock an “outperform” rating in a research note on Thursday, December 18th. Finally, Stifel Nicolaus increased their target price on shares of Micron Technology from $360.00 to $550.00 and gave the stock a “buy” rating in a report on Monday, March 2nd. Six equities research analysts have rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat, Micron Technology presently has a consensus rating of “Buy” and an average price target of $394.59.

Micron Technology Stock Performance

Shares of MU stock opened at $441.80 on Tuesday. The company has a market cap of $497.25 billion, a P/E ratio of 42.00 and a beta of 1.50. The firm has a fifty day moving average price of $393.94 and a 200 day moving average price of $276.09. The company has a current ratio of 2.46, a quick ratio of 1.78 and a debt-to-equity ratio of 0.19. Micron Technology, Inc. has a 12 month low of $61.54 and a 12 month high of $455.50.

Micron Technology (NASDAQ:MU) last posted its quarterly earnings results on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 earnings per share for the quarter, beating analysts’ consensus estimates of $3.77 by $1.01. The company had revenue of $13.64 billion for the quarter, compared to analysts’ expectations of $12.62 billion. Micron Technology had a return on equity of 22.71% and a net margin of 28.15%.Micron Technology’s quarterly revenue was up 56.7% on a year-over-year basis. During the same period last year, the firm earned $1.79 earnings per share. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. Sell-side analysts predict that Micron Technology, Inc. will post 6.08 earnings per share for the current fiscal year.

Micron Technology Dividend Announcement

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

Micron Technology News Summary

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

• Positive Sentiment: Multiple brokerages lifted ratings and price targets (RBC to $525, TD Cowen to $500, Rosenblatt/Baird raised estimates), supporting further upside expectations ahead of earnings. Brokers lift price targets
• Positive Sentiment: Micron announced high‑volume production of HBM4 (designed for NVIDIA Vera Rubin), the industry’s first PCIe Gen6 SSD in volume, and large SOCAMM2 parts — product wins that reinforce AI/data‑center demand and justify premium valuation. High-volume production announcements
• Positive Sentiment: Micron completed acquisition of Powerchip’s Tongluo P5 site in Taiwan and plans a second facility there — a clear capacity push to capture prolonged AI/DRAM demand (though production ramp is multi-year). Tongluo acquisition & expansion
• Positive Sentiment: Street previews and models expect a strong Q2 (sales seen near ~$19B in some previews, big DRAM/HBM revenue upside) — this raises the chance of an earnings beat and bullish guidance that traders are buying into. Earnings preview
• Neutral Sentiment: Broader market tailwinds today (oil price moves and risk‑on flows) helped tech names rally; Micron benefited as a large-cap AI/memory leader. Market rally context
• Neutral Sentiment: Relative‑performance narratives (e.g., Nvidia vs. Micron) are circulating — some analysts see Micron re‑rating, others argue GPU leaders may still outperform; this influences rotation and multiple expansion decisions. Nvidia vs Micron view
• Negative Sentiment: Contrasting views warn the memory upcycle could be shorter than expected; a faster‑than‑anticipated downcycle would pressure DRAM pricing and margins post‑beat. Downcycle warning
• Negative Sentiment: Insider selling and the long timeline for meaningful shipments from the Tongluo site (company cites fiscal‑2028) are reminders that capacity investments are multi‑year and won’t immediately boost revenue. Acquisition details & insider notes

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.