Micron Technology, Inc. $MU Shares Acquired by Flagship Harbor Advisors LLC

Flagship Harbor Advisors LLC boosted its stake in shares of Micron Technology, Inc. (NASDAQ:MU) by 9.7% in the third quarter, HoldingsChannel reports. The firm owned 16,111 shares of the semiconductor manufacturer’s stock after purchasing an additional 1,422 shares during the quarter. Flagship Harbor Advisors LLC’s holdings in Micron Technology were worth $2,696,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also recently added to or reduced their stakes in the stock. Vanguard Group Inc. grew its position in shares of Micron Technology by 1.9% during the second quarter. Vanguard Group Inc. now owns 103,879,662 shares of the semiconductor manufacturer’s stock worth $12,803,168,000 after acquiring an additional 1,973,294 shares during the last quarter. State Street Corp boosted its stake in Micron Technology by 2.7% during the 2nd quarter. State Street Corp now owns 51,373,591 shares of the semiconductor manufacturer’s stock valued at $6,331,795,000 after purchasing an additional 1,349,713 shares during the period. Geode Capital Management LLC grew its position in Micron Technology by 1.2% in the 2nd quarter. Geode Capital Management LLC now owns 25,690,491 shares of the semiconductor manufacturer’s stock worth $3,152,974,000 after purchasing an additional 314,489 shares during the last quarter. Norges Bank acquired a new stake in shares of Micron Technology in the second quarter valued at approximately $1,980,700,000. Finally, Invesco Ltd. increased its stake in shares of Micron Technology by 3.2% in the second quarter. Invesco Ltd. now owns 8,913,450 shares of the semiconductor manufacturer’s stock valued at $1,098,583,000 after purchasing an additional 277,507 shares during the period. 80.84% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Micron Technology

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

• Positive Sentiment: Micron announced a US$24 billion NAND “megafab” in Singapore — a large capacity commitment that supports long‑term NAND revenue and reinforces the company’s role in the AI/data‑center memory supply chain. Micron’s US$24b Singapore Fab Tests AI Memory Growth Story
• Positive Sentiment: Analysts are pushing targets higher (Mizuho, Phillip Securities and others), citing strong HBM/DRAM demand tied to AI — these upgrades support continued buying and institutional interest. Phillip Securities Sets $500 Price Target on HBM Demand
• Positive Sentiment: Market commentary highlights an AI memory boom (HBM shortages, sold‑out 2026 supply) and Micron’s U.S. fabs/executive hires as competitive advantages — narratives that justify premium multiples if data‑center demand persists. Micron Technology Stock Opinions on AI Memory Boom
• Neutral Sentiment: Coverage pieces (Zacks, Forbes, valuation checks) note MU is a top momentum stock but caution some gains may be priced in — useful for timing and risk management but not an immediate catalyst. Micron (MU) is a Top-Ranked Momentum Stock: Should You Buy?
• Neutral Sentiment: Options and strategy writeups (including ideas around a March 27 expiration) signal elevated derivatives activity — indicates traders positioning for volatility but doesn’t by itself change fundamentals. Exploring New Options for Micron Technology (MU) with March 27th Expiration
• Negative Sentiment: EVP Sumit Sadana sold 25,000 shares (~$10.7M) on Feb 2 — a large insider sale that can unsettle some investors despite repeated company insider dispositions during the rally. SEC Filing: Insider Sale
• Negative Sentiment: After a roughly 300% run over the past year, commentators note profit‑taking and unusual options flows pushed MU lower in short intervals — a reminder of heightened short‑term volatility even amid a bullish structural story. Micron (MU) Stock: Executive Offloads $10.7M Following 300% Rally

Wall Street Analyst Weigh In

Several brokerages have recently issued reports on MU. Cantor Fitzgerald boosted their price objective on Micron Technology from $350.00 to $450.00 and gave the stock an “overweight” rating in a research report on Wednesday, January 14th. Weiss Ratings reiterated a “buy (b-)” rating on shares of Micron Technology in a research report on Thursday, January 29th. Barclays raised their price target on Micron Technology from $275.00 to $450.00 and gave the company an “overweight” rating in a report on Friday, January 16th. Rosenblatt Securities reaffirmed a “buy” rating and issued a $500.00 price objective on shares of Micron Technology in a report on Tuesday, January 20th. Finally, Hsbc Global Res raised shares of Micron Technology to a “strong-buy” rating in a research note on Friday, January 23rd. Six equities research analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Buy” and a consensus target price of $349.76.

Micron Technology Price Performance

Shares of Micron Technology stock opened at $382.89 on Friday. Micron Technology, Inc. has a 52 week low of $61.54 and a 52 week high of $455.50. The company has a current ratio of 2.46, a quick ratio of 1.78 and a debt-to-equity ratio of 0.19. The stock has a market cap of $430.95 billion, a PE ratio of 36.40 and a beta of 1.52. The company’s 50-day moving average price is $315.53 and its two-hundred day moving average price is $219.12.

Micron Technology (NASDAQ:MU) last announced 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. 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 for the quarter, compared to analysts’ expectations of $12.62 billion. During the same quarter in the previous year, the company posted $1.79 EPS. The business’s revenue was up 56.7% compared to the same quarter last year. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. As a group, sell-side analysts anticipate that Micron Technology, Inc. will post 6.08 EPS 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 paid a dividend of $0.115 per share. The ex-dividend date of this dividend was Monday, December 29th. This represents a $0.46 annualized dividend and a dividend yield of 0.1%. Micron Technology’s dividend payout ratio (DPR) is currently 4.37%.

Insider Buying and Selling at Micron Technology

In related news, Director Teyin M. Liu purchased 7,820 shares of the firm’s stock in a transaction that occurred on Wednesday, January 14th. The stock was acquired at an average price of $337.50 per share, for a total transaction of $2,639,250.00. Following the transaction, the director directly owned 25,910 shares of the company’s stock, valued at $8,744,625. This trade represents a 43.23% increase in their position. The acquisition was disclosed in a legal filing with the SEC, which is available at the SEC website. Also, EVP Manish H. Bhatia sold 26,623 shares of Micron Technology stock in a transaction dated Thursday, January 22nd. The stock was sold at an average price of $391.04, for a total value of $10,410,657.92. Following the completion of the transaction, the executive vice president directly owned 323,486 shares in the company, valued at $126,495,965.44. This represents a 7.60% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, 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 owned by insiders.

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.