Ingalls & Snyder LLC Has $1.33 Million Stock Holdings in Micron Technology, Inc. $MU

Ingalls & Snyder LLC trimmed its holdings in shares of Micron Technology, Inc. (NASDAQ:MU) by 13.5% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 7,918 shares of the semiconductor manufacturer’s stock after selling 1,234 shares during the period. Ingalls & Snyder LLC’s holdings in Micron Technology were worth $1,325,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also recently bought and sold shares of the company. Brighton Jones LLC boosted its holdings in shares of Micron Technology by 18.3% during the fourth quarter. Brighton Jones LLC now owns 6,318 shares of the semiconductor manufacturer’s stock worth $532,000 after purchasing an additional 976 shares during the period. Sivia Capital Partners LLC boosted its stake in shares of Micron Technology by 21.7% during the 2nd quarter. Sivia Capital Partners LLC now owns 3,528 shares of the semiconductor manufacturer’s stock valued at $435,000 after buying an additional 628 shares during the period. United Bank purchased a new position in shares of Micron Technology during the 2nd quarter valued at $236,000. Schnieders Capital Management LLC. increased its stake in shares of Micron Technology by 67.9% in the second quarter. Schnieders Capital Management LLC. now owns 16,984 shares of the semiconductor manufacturer’s stock worth $2,093,000 after acquiring an additional 6,867 shares during the last quarter. Finally, Whittier Trust Co. increased its stake in shares of Micron Technology by 222.7% in the second quarter. Whittier Trust Co. now owns 4,298 shares of the semiconductor manufacturer’s stock worth $530,000 after acquiring an additional 2,966 shares during the last quarter. 80.84% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at Micron Technology

In other Micron Technology news, Director Teyin M. Liu purchased 11,600 shares of the business’s stock in a transaction dated Tuesday, January 13th. The stock was bought at an average cost of $337.07 per share, for a total transaction of $3,910,012.00. Following the completion of the acquisition, the director directly owned 14,310 shares in the company, valued at $4,823,471.70. This represents a 428.04% increase in their ownership of the stock. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Manish H. Bhatia sold 26,623 shares of the firm’s stock in a transaction on Thursday, January 22nd. The stock was sold at an average price of $391.04, for a total transaction of $10,410,657.92. Following the completion of the sale, the executive vice president owned 323,486 shares in the company, valued at approximately $126,495,965.44. The trade was a 7.60% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, 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 corporate insiders.

Micron Technology Trading Up 5.3%

NASDAQ:MU opened at $420.95 on Thursday. The company’s 50 day moving average is $344.36 and its 200-day moving average is $238.22. 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, Inc. has a 12 month low of $61.54 and a 12 month high of $455.50. The firm has a market cap of $473.78 billion, a price-to-earnings ratio of 40.01 and a beta of 1.52.

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

Micron Technology Announces Dividend

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

Key Stories Impacting Micron Technology

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

• Positive Sentiment: HBM4 capacity sold out and AI memory tightness — markets view exhausted HBM supply as pricing power and sustained demand for Micron’s DRAM/HBM wafer products. Micron Technology (MU) Is Up 10.3% After 2026 HBM4 Capacity Sells Out On AI Demand
• Positive Sentiment: Strong earnings momentum and guidance — recent results showed large revenue and EPS beat and management set elevated Q2 guidance, supporting expectations for continued margin expansion. MarketBeat MU summary
• Positive Sentiment: Analyst upgrades and higher price targets (Needham raised target to $450; multiple firms with bullish notes) are reinforcing buy-side interest. Needham price target raise
• Positive Sentiment: Big 13F and hedge-fund activity (including David Tepper/Appaloosa increasing MU exposure) signals institutional conviction in Micron as an AI-infrastructure play. Billionaire David Tepper Goes Big on Micron
• Positive Sentiment: Product and NAND momentum — Micron’s new SSDs (9650) and accelerating NAND revenues diversify growth beyond DRAM and could boost total addressable market for AI storage. Micron’s New SSDs Are Gamechangers For AI
• Neutral Sentiment: Huge long-term capex — Micron’s multi-hundred‑billion dollar buildout (U.S. and abroad) supports supply growth but elevates execution and timing risk; investors are weighing capacity timelines versus current tightness. Micron Is Spending $200 Billion to Break the AI Memory Bottleneck
• Negative Sentiment: Heavy insider selling and some large institutional reductions (e.g., UBS trimming shares) are being watched as potential supply into the market. Quiver Quantitative MU discussion and insider trades
• Negative Sentiment: Volatility and downside scenarios — some commentators flag rapid past drawdowns and project possible weakness (one analysis discusses a $280 downside scenario), so risk of sharp corrections remains if guidance or execution disappoints. Could Micron Stock Fall To $280?

Analysts Set New Price Targets

A number of brokerages have commented on MU. Sanford C. Bernstein boosted their target price on Micron Technology from $270.00 to $330.00 and gave the company an “outperform” rating in a research note on Friday, January 2nd. Citigroup lifted their price target on Micron Technology from $330.00 to $385.00 and gave the company a “buy” rating in a report on Thursday, January 15th. The Goldman Sachs Group increased their price objective on Micron Technology from $205.00 to $235.00 and gave the stock a “neutral” rating in a report on Thursday, December 18th. JPMorgan Chase & Co. lifted their target price on shares of Micron Technology from $220.00 to $350.00 and gave the company an “overweight” rating in a research note on Thursday, December 18th. Finally, Morgan Stanley boosted their target price on shares of Micron Technology from $350.00 to $450.00 and gave the stock 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 data from MarketBeat, Micron Technology currently has an average rating of “Buy” and a consensus price target of $358.38.

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.