Micron Technology, Inc. $MU Shares Acquired by Integrated Financial Solutions Inc.

Integrated Financial Solutions Inc. boosted its holdings in shares of Micron Technology, Inc. (NASDAQ:MU) by 27.6% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,570 shares of the semiconductor manufacturer’s stock after purchasing an additional 772 shares during the period. Micron Technology accounts for approximately 2.0% of Integrated Financial Solutions Inc.’s holdings, making the stock its 11th largest holding. Integrated Financial Solutions Inc.’s holdings in Micron Technology were worth $3,802,000 at the end of the most recent quarter.

Other large investors have also made changes to their positions in the company. M.E. Allison & CO. Inc. grew its stake in shares of Micron Technology by 0.8% during the second quarter. M.E. Allison & CO. Inc. now owns 1,324 shares of the semiconductor manufacturer’s stock worth $1,528,000 after purchasing an additional 11 shares during the period. Ables Iannone Moore & Associates Inc. lifted its position in Micron Technology by 5.3% in the 3rd quarter. Ables Iannone Moore & Associates Inc. now owns 237 shares of the semiconductor manufacturer’s stock valued at $252,000 after acquiring an additional 12 shares in the last quarter. Cherrydale Wealth Management LLC lifted its holdings in shares of Micron Technology by 1.4% in the second quarter. Cherrydale Wealth Management LLC now owns 972 shares of the semiconductor manufacturer’s stock valued at $1,122,000 after purchasing an additional 13 shares in the last quarter. Bellevue Asset Management LLC grew its stake in shares of Micron Technology by 25.5% during the 2nd quarter. Bellevue Asset Management LLC now owns 64 shares of the semiconductor manufacturer’s stock worth $74,000 after acquiring an additional 13 shares in the last quarter. Finally, Mowery & Schoenfeld Wealth Management LLC grew its position in Micron Technology by 8.8% in the second quarter. Mowery & Schoenfeld Wealth Management LLC now owns 161 shares of the semiconductor manufacturer’s stock valued at $186,000 after purchasing an additional 13 shares in the last quarter. Institutional investors and hedge funds own 80.84% of the company’s stock.

Insiders Place Their Bets

In other Micron Technology news, CAO Scott Allen sold 879 shares of the business’s stock in a transaction that occurred on Thursday, July 23rd. The stock was sold at an average price of $1,000.00, for a total value of $879,000.00. Following the transaction, the chief accounting officer directly owned 34,958 shares of the company’s stock, valued at approximately $34,958,000. The trade was a 2.45% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Sumit Sadana sold 15,000 shares of the business’s stock in a transaction on Tuesday, August 18th. The shares were sold at an average price of $934.29, for a total transaction of $14,014,350.00. Following the transaction, the executive vice president owned 191,021 shares in the company, valued at $178,469,010.09. The trade was a 7.28% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 95,879 shares of company stock worth $90,939,466. 0.24% of the stock is owned by corporate insiders.

Analyst Ratings Changes

MU has been the topic of a number of analyst reports. TD Cowen reiterated a “buy” rating and set a $1,600.00 price objective on shares of Micron Technology in a research note on Thursday, October 1st. Robert W. Baird upped their target price on Micron Technology from $1,280.00 to $1,520.00 and gave the company an “outperform” rating in a research report on Monday, September 28th. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Micron Technology in a research report on Thursday, October 1st. ThinkEquity reiterated a “buy” rating on shares of Micron Technology in a research report on Monday, August 3rd. Finally, Mizuho increased their price target on shares of Micron Technology from $1,300.00 to $1,400.00 and gave the stock an “outperform” rating in a research report on Thursday, October 1st. One investment analyst has rated the stock with a Strong Buy rating, forty-one have assigned a Buy rating and four have given a Hold rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $1,407.88.

Micron Technology Price Performance

MU stock opened at $1,029.00 on Friday. The company has a market capitalization of $1.16 trillion, a P/E ratio of 13.87, a PEG ratio of 0.18 and a beta of 2.22. Micron Technology, Inc. has a 52-week low of $179.61 and a 52-week high of $1,255.00. The company has a fifty day moving average price of $980.05 and a 200-day moving average price of $841.86. The company has a debt-to-equity ratio of 0.03, a quick ratio of 2.94 and a current ratio of 3.31.

Micron Technology (NASDAQ:MU) last issued its quarterly earnings results on Wednesday, September 30th. The semiconductor manufacturer reported $33.42 earnings per share for the quarter, beating the consensus estimate of $31.77 by $1.65. The company had revenue of $54.23 billion during the quarter, compared to analysts’ expectations of $51.33 billion. Micron Technology had a return on equity of 92.62% and a net margin of 63.80%. The business’s quarterly revenue was up 379.1% on a year-over-year basis. During the same quarter in the prior year, the firm posted $3.03 earnings per share. Micron Technology has set its Q1 2027 guidance at 37.150-39.150 EPS. As a group, equities analysts expect that Micron Technology, Inc. will post 175.82 EPS for the current year.

Micron Technology Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, October 29th. Shareholders of record on Wednesday, October 14th will be issued a dividend of $0.15 per share. This represents a $0.60 dividend on an annualized basis and a yield of 0.1%. The ex-dividend date is Wednesday, October 14th. Micron Technology’s dividend payout ratio (DPR) is presently 0.81%.

Trending Headlines about Micron Technology

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

• Positive Sentiment: Analysts remain optimistic about Micron’s long-term upside. Seeking Alpha assigns the stock a Buy rating and a $1,307 base-case target, citing AI infrastructure demand, supply constraints and the possibility that MU remains undervalued even if memory prices decline by 15%. Micron: Even If Memory Prices Fall 15%, It May Still Be Undervalued
• Positive Sentiment: The bullish investment case is supported by Micron’s latest results: fiscal fourth-quarter revenue rose 379% year over year to $54.23 billion, adjusted EPS reached $33.42, and management projected fiscal first-quarter 2027 EPS of $37.15–$39.15. More than 75% of fiscal 2027 shipments are reportedly committed, improving demand visibility. Micron’s Latest Earnings Reveal Why the AI Memory Supercycle Could Run for Years
• Positive Sentiment: AI-related demand remains the central catalyst. Tight high-bandwidth memory supply, expanding data-center deployments and emerging AI-agent workloads are expected to support DRAM, NAND and server-memory demand. Several reports also point to favorable earnings revisions and potential year-end strength for AI semiconductor stocks. 3 Top-Ranked Stocks Breaking Records on AI-Related Demand
• Neutral Sentiment: Micron received a Zacks upgrade to Strong Buy, while other commentary highlighted its high return on equity, strong cash flow and potential for substantially higher future earnings. However, many of the most aggressive targets are highly dependent on unusually strong memory pricing and earnings growth. Micron Technology Stock Rating Upgraded by Zacks Research
• Negative Sentiment: Near-term trading has been pressured by an options market increasingly positioned for semiconductor weakness: put volume in the SMH ETF substantially exceeded call volume, signaling hedging or bearish speculation across chip stocks. Two Massive Trades in Micron and Nvidia
• Negative Sentiment: Investors remain concerned that memory margins may be peaking and that supply will eventually catch up with demand. A weaker-than-expected interpretation of OpenAI revenue data and Samsung’s record but slower-growing profit also triggered caution toward AI and memory stocks. Micron additionally faces labor uncertainty after a Taiwan union authorized strike action over a bonus dispute. Micron, Nvidia and AI Chip Stocks Fall

About Micron Technology

Micron Technology, Inc is a semiconductor company that develops and manufactures memory and storage solutions. Its product portfolio includes dynamic random-access memory (DRAM), NAND flash memory, three-dimensional XPoint-related technologies, solid-state drives, and high-bandwidth memory products designed for demanding computing applications.

The company serves customers across the data center, artificial intelligence, networking, automotive, industrial, mobile, consumer electronics, and embedded markets.