Ceeto Capital Group LLC Cuts Stock Holdings in Micron Technology, Inc. $MU

Ceeto Capital Group LLC reduced its position in Micron Technology, Inc. (NASDAQ:MU) by 38.8% in the 3rd quarter, HoldingsChannel.com reports. The firm owned 7,900 shares of the semiconductor manufacturer’s stock after selling 5,000 shares during the quarter. Ceeto Capital Group LLC’s holdings in Micron Technology were worth $1,322,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds have also recently added to or reduced their stakes in MU. Orleans Capital Management Corp LA acquired a new position in Micron Technology in the 2nd quarter worth about $256,000. iA Global Asset Management Inc. boosted its position in Micron Technology by 18.7% during the third quarter. iA Global Asset Management Inc. now owns 146,890 shares of the semiconductor manufacturer’s stock worth $24,578,000 after purchasing an additional 23,117 shares in the last quarter. Cary Street Partners Financial LLC grew its holdings in Micron Technology by 25.0% in the second quarter. Cary Street Partners Financial LLC now owns 26,132 shares of the semiconductor manufacturer’s stock valued at $3,221,000 after purchasing an additional 5,233 shares during the period. Wealthspire Advisors LLC grew its holdings in Micron Technology by 27.8% in the second quarter. Wealthspire Advisors LLC now owns 14,754 shares of the semiconductor manufacturer’s stock valued at $1,818,000 after purchasing an additional 3,208 shares during the period. Finally, Wealthfront Advisers LLC increased its position in shares of Micron Technology by 9.8% in the third quarter. Wealthfront Advisers LLC now owns 95,396 shares of the semiconductor manufacturer’s stock valued at $15,962,000 after buying an additional 8,489 shares in the last quarter. 80.84% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In related news, EVP Manish H. Bhatia sold 26,623 shares of the business’s stock in a transaction dated Thursday, January 22nd. The shares were sold at an average price of $391.04, for a total transaction of $10,410,657.92. Following the transaction, the executive vice president directly owned 323,486 shares in the company, valued at approximately $126,495,965.44. The trade was a 7.60% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Also, Director Steven J. Gomo sold 5,000 shares of the company’s stock in a transaction dated Friday, December 19th. The shares were sold at an average price of $263.63, for a total transaction of $1,318,150.00. Following the sale, the director directly owned 19,139 shares of the company’s stock, valued at approximately $5,045,614.57. This represents a 20.71% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders acquired 23,200 shares of company stock valued at $7,821,723 and sold 73,623 shares valued at $27,307,408. Insiders own 0.24% of the company’s stock.

Micron Technology Stock Up 5.1%

Shares of MU opened at $426.13 on Friday. The stock has a 50 day moving average price of $391.35 and a 200 day moving average price of $272.75. Micron Technology, Inc. has a one year low of $61.54 and a one year high of $455.50. The company has a debt-to-equity ratio of 0.19, a quick ratio of 1.78 and a current ratio of 2.46. The stock has a market capitalization of $479.61 billion, a price-to-earnings ratio of 40.51 and a beta of 1.50.

Micron Technology (NASDAQ:MU) last announced 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. 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 for the quarter, compared to analyst estimates of $12.62 billion. During the same quarter last year, the firm posted $1.79 EPS. The firm’s revenue for the quarter was up 56.7% on a year-over-year basis. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. Equities research analysts forecast that Micron Technology, Inc. will post 6.08 earnings per share for the current fiscal year.

Micron Technology Announces Dividend

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

Analyst Ratings Changes

Several research analysts have recently weighed in on MU shares. Wedbush upped their target price on Micron Technology from $320.00 to $500.00 and gave the stock an “outperform” rating in a research note on Friday. Barclays lifted their price target on shares of Micron Technology from $275.00 to $450.00 and gave the company an “overweight” rating in a research note on Friday, January 16th. Raymond James Financial upped their price objective on shares of Micron Technology from $190.00 to $310.00 and gave the stock an “outperform” rating in a research report on Thursday, December 18th. Cantor Fitzgerald increased their price objective on shares of Micron Technology from $350.00 to $450.00 and gave the company an “overweight” rating in a report on Wednesday, January 14th. Finally, Morgan Stanley lifted their target price on shares of Micron Technology from $350.00 to $450.00 and gave the company an “overweight” rating in a research report on Wednesday, February 11th. Six research analysts have rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Buy” and a consensus target price of $389.41.

Micron Technology News Summary

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

• Positive Sentiment: Wedbush raised its price target to $500 and reiterated an Outperform rating, citing stronger-than-expected memory pricing as the driver behind the upgrade. Micron Technology price target boosted on stronger-than-expected memory pricing
• Positive Sentiment: Analysts and reports say HBM capacity is effectively sold out for 2026 and DRAM/NAND pricing remains on a strong trajectory, supporting margin upside and near-term revenue visibility. Micron Technology: HBM Sold Out For 2026, Wall Street Is Still Underpricing
• Positive Sentiment: Street previews expect a “monster” Q2: consensus models show very large YoY revenue and EPS growth driven by AI memory demand and operating leverage, so investors are positioned for another beat. Micron Q2 Earnings Preview: Expect Another Monster Quarter
• Positive Sentiment: Multiple firms (Wolfe, Susquehanna and others) have raised targets (some as high as $500–$525), reinforcing momentum and giving investors fresh upside scenarios ahead of earnings. Micron (MU) Stock Surges as Wolfe Research Sets $500 Price Target Analysts Remain Positive on Micron Technology, Here’s Why?
• Neutral Sentiment: Several bullish write-ups highlight Micron’s valuation vs. peers (forward P/E and PEG), arguing the stock still looks cheap relative to growth — but those points are debateable and depend on how long pricing strength lasts. Micron: Dirt Cheap Before Earnings
• Neutral Sentiment: Market commentary stresses that Q3 guidance will be the key catalyst — strong quarter now is expected, but the company’s outlook and durability of pricing trends will determine whether the rally continues. Micron’s stock is rising. Here’s the big question heading into earnings.
• Negative Sentiment: Risks remain: memory is cyclical and investors warn of potential overinvestment by suppliers that could erode prices; recent short-term volatility and a pullback earlier this week show sentiment can reverse quickly if guidance disappoints. Micron (MU) Falls More Steeply Than Broader Market

About Micron Technology

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.