HighTower Advisors LLC Increases Stake in Micron Technology, Inc. $MU

HighTower Advisors LLC boosted its stake in shares of Micron Technology, Inc. (NASDAQ:MU) by 1.0% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 521,169 shares of the semiconductor manufacturer’s stock after buying an additional 5,233 shares during the quarter. HighTower Advisors LLC’s holdings in Micron Technology were worth $87,204,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds also recently added to or reduced their stakes in the stock. American Capital Advisory LLC grew its holdings 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 in the last quarter. Teamwork Financial Advisors LLC grew its holdings in Micron Technology by 0.4% in the 3rd quarter. Teamwork Financial Advisors LLC now owns 14,974 shares of the semiconductor manufacturer’s stock valued at $2,505,000 after buying an additional 53 shares during the period. Blue Trust Inc. lifted its holdings in shares of Micron Technology by 0.5% during the 3rd quarter. Blue Trust Inc. now owns 10,633 shares of the semiconductor manufacturer’s stock worth $1,779,000 after acquiring an additional 53 shares during the period. Lodestone Wealth Management LLC boosted its position in shares of Micron Technology by 3.2% in the third quarter. Lodestone Wealth Management LLC now owns 1,693 shares of the semiconductor manufacturer’s stock worth $283,000 after acquiring an additional 53 shares during the last quarter. Finally, Allen Capital Group LLC grew its holdings in Micron Technology by 1.2% in the third quarter. Allen Capital Group LLC now owns 4,554 shares of the semiconductor manufacturer’s stock valued at $762,000 after purchasing an additional 54 shares during the period. 80.84% of the stock is owned by hedge funds and other institutional investors.

Micron Technology Trading Down 0.6%

Shares of MU stock opened at $411.66 on Monday. The stock has a 50-day simple moving average of $334.97 and a 200 day simple moving average of $232.73. The stock has a market capitalization of $463.33 billion, a P/E ratio of 39.13 and a beta of 1.51. Micron Technology, Inc. has a fifty-two week low of $61.54 and a fifty-two week high of $455.50. The company has a quick ratio of 1.78, a current ratio of 2.46 and a debt-to-equity ratio of 0.19.

Micron Technology (NASDAQ:MU) last posted its quarterly earnings data on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 earnings per share for the quarter, beating the consensus estimate of $3.77 by $1.01. Micron Technology had a net margin of 28.15% and a return on equity of 22.71%. The company had revenue of $13.64 billion during the quarter, compared to analyst estimates of $12.62 billion. During the same quarter last year, the firm posted $1.79 EPS. The business’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. On average, sell-side analysts expect that Micron Technology, Inc. will post 6.08 earnings per share for the current fiscal year.

Micron Technology Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, January 14th. Stockholders of record on Monday, December 29th were issued a dividend of $0.115 per share. The ex-dividend date of this dividend was Monday, December 29th. This represents a $0.46 dividend on an annualized basis and a dividend yield of 0.1%. Micron Technology’s dividend payout ratio is currently 4.37%.

Insiders Place Their Bets

In related news, EVP Sumit Sadana sold 25,000 shares of the stock in a transaction dated 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 completion of the sale, the executive vice president owned 248,021 shares in the company, valued at $106,621,747.69. This trade represents a 9.16% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, EVP April S. Arnzen sold 15,000 shares of the business’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 value of $4,156,350.00. Following the completion of the transaction, the executive vice president directly owned 165,618 shares in the company, valued at $45,891,091.62. The trade was a 8.30% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 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. 0.24% of the stock is currently owned by insiders.

Key Micron Technology News

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

• Positive Sentiment: Analyst upgrades and bullish notes lifted investor enthusiasm; several upgrades and price-target raises prompted gap-ups and heavy buying earlier in the week. Micron Technology (NASDAQ:MU) Trading 9.9% Higher Following Analyst Upgrade
• Positive Sentiment: Management/CFO messaging that demand significantly outpaces supply — and that tightness could persist beyond 2026 — bolstered the bull case for DRAM/HBM pricing power and AI revenue visibility. Micron Technology Stock (MU) Opinions on CFO Supply-Demand Outlook
• Positive Sentiment: Company momentum tied to accelerated HBM4 and NAND updates — reports of faster HBM4 timelines and facility progress lifted expectations for near-term product competitiveness and AI revenue mix. Micron (MU) Stock Surges 10% on Accelerated HBM4 Chip Timeline
• Neutral Sentiment: Retail and social-media sentiment has flipped bullish (Reddit/X), amplifying momentum but increasing volatility risk as retail participation can accelerate both rallies and pullbacks. Micron Is Suddenly at the Center of AI Spending As Shares Keep Soaring
• Neutral Sentiment: “Is Micron the next Nvidia?” pieces and bull-case writeups drive narrative momentum but are largely speculative — useful for sentiment but not proof of sustainable fundamentals. 2 AI Stocks Soaring Over 400% That Could Be The Next NVIDIA
• Negative Sentiment: Samsung’s announcement that it’s mass-producing HBM4 raises competitive risk and prompts investors to re-evaluate Micron’s premium valuation and near-term share gains. Samsung Claims to Be First to Ship New Memory Chips. What It Means for Micron.
• Negative Sentiment: Valuation concerns and at least one downgrade/dissenting view argue Micron may be “priced to perfection,” increasing pullback risk if execution or end-market strength softens. Micron Is Priced To Perfection In A Non-Perfect Market (Downgrade)
• Negative Sentiment: Notable insider selling activity (multiple executive sales) is being watched by some investors as a potential caution, even as institutional holdings remain large and mixed. Micron Technology Stock (MU) Opinions on CFO Supply-Demand Outlook

Wall Street Analysts Forecast Growth

Several research analysts recently commented on MU shares. HSBC raised their price target on shares of Micron Technology from $350.00 to $500.00 and gave the company a “buy” rating in a report on Friday, January 23rd. Susquehanna increased their price target on Micron Technology from $200.00 to $300.00 and gave the company a “positive” rating in a report on Monday, December 8th. Barclays boosted their price objective on Micron Technology from $275.00 to $450.00 and gave the stock an “overweight” rating in a research note on Friday, January 16th. UBS Group raised their target price on Micron Technology from $300.00 to $400.00 and gave the company a “buy” rating in a report on Wednesday, January 7th. Finally, Stifel Nicolaus upped 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. Six 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’s stock. According to data from MarketBeat, the company has a consensus rating of “Buy” and a consensus target price of $353.21.

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.