Micron Technology, Inc. $MU Shares Acquired by Mindset Wealth Management LLC

Mindset Wealth Management LLC increased its holdings in shares of Micron Technology, Inc. (NASDAQ:MU) by 59.9% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 4,823 shares of the semiconductor manufacturer’s stock after acquiring an additional 1,806 shares during the quarter. Mindset Wealth Management LLC’s holdings in Micron Technology were worth $807,000 at the end of the most recent quarter.

A number of other large investors have also recently bought and sold shares of the business. REAP Financial Group LLC bought a new position in shares of Micron Technology during the third quarter valued at approximately $25,000. Barnes Dennig Private Wealth Management LLC bought a new stake in shares of Micron Technology in the 3rd quarter worth approximately $27,000. Howard Hughes Medical Institute acquired a new position in Micron Technology during the 2nd quarter valued at approximately $30,000. Cullen Frost Bankers Inc. grew its stake in Micron Technology by 79.3% during the 3rd quarter. Cullen Frost Bankers Inc. now owns 199 shares of the semiconductor manufacturer’s stock worth $33,000 after buying an additional 88 shares during the last quarter. Finally, WealthCollab LLC grew its stake in Micron Technology by 4,500.0% during the 2nd quarter. WealthCollab LLC now owns 276 shares of the semiconductor manufacturer’s stock worth $34,000 after buying an additional 270 shares during the last quarter. Institutional investors own 80.84% of the company’s stock.

Insider Activity at Micron Technology

In other news, EVP April S. Arnzen sold 15,000 shares of the company’s stock in a transaction on Monday, December 22nd. The stock was sold at an average price of $277.09, for a total value of $4,156,350.00. Following the completion of the sale, the executive vice president owned 165,618 shares in the company, valued at $45,891,091.62. This represents a 8.30% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Also, EVP Sumit Sadana sold 25,000 shares of the stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $429.89, for a total transaction of $10,747,250.00. Following the sale, the executive vice president directly owned 248,021 shares of the company’s stock, valued at approximately $106,621,747.69. This represents a 9.16% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders purchased 23,200 shares of company stock worth $7,821,723 and sold 73,623 shares worth $27,307,408. Corporate insiders own 0.24% of the company’s stock.

Micron Technology Trading Up 3.7%

NASDAQ:MU opened at $441.80 on Tuesday. Micron Technology, Inc. has a 1 year low of $61.54 and a 1 year high of $455.50. The stock has a market cap of $497.25 billion, a price-to-earnings ratio of 42.00 and a beta of 1.50. The business has a fifty day moving average of $393.94 and a 200-day moving average of $276.09. The company has a debt-to-equity ratio of 0.19, a quick ratio of 1.78 and a current ratio of 2.46.

Micron Technology (NASDAQ:MU) last issued its quarterly earnings data 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 business had revenue of $13.64 billion for the quarter, compared to analysts’ expectations of $12.62 billion. Micron Technology had a net margin of 28.15% and a return on equity of 22.71%. The company’s revenue was up 56.7% on a year-over-year basis. During the same period in the previous year, the business earned $1.79 earnings per share. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. Equities 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 declared a quarterly dividend, which was paid on Wednesday, January 14th. Shareholders of record on Monday, December 29th were given a dividend of $0.115 per share. This represents a $0.46 dividend on an annualized basis and a dividend yield of 0.1%. The ex-dividend date was Monday, December 29th. Micron Technology’s payout ratio is 4.37%.

Wall Street Analysts Forecast Growth

A number of equities research analysts have issued reports on the company. Raymond James Financial raised their target price on Micron Technology from $190.00 to $310.00 and gave the company an “outperform” rating in a research note on Thursday, December 18th. Phillip Securities upgraded shares of Micron Technology to a “strong-buy” rating in a research report on Monday, February 2nd. Sanford C. Bernstein increased their price objective on shares of Micron Technology from $270.00 to $330.00 and gave the stock an “outperform” rating in a report on Friday, January 2nd. Weiss Ratings reiterated a “buy (b-)” rating on shares of Micron Technology in a research report on Thursday, January 29th. Finally, Bank of America boosted their target price on shares of Micron Technology from $300.00 to $400.00 and gave the company a “buy” rating in a research note on Tuesday, January 13th. Six investment analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Buy” and a consensus target price of $394.59.

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.