Micron Technology, Inc. $MU Shares Acquired by Kera Capital Partners Inc.

Kera Capital Partners Inc. lifted its stake in Micron Technology, Inc. (NASDAQ:MU) by 89.6% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 3,240 shares of the semiconductor manufacturer’s stock after buying an additional 1,531 shares during the quarter. Kera Capital Partners Inc.’s holdings in Micron Technology were worth $542,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of MU. Brighton Jones LLC increased its holdings in Micron Technology by 18.3% in the fourth quarter. Brighton Jones LLC now owns 6,318 shares of the semiconductor manufacturer’s stock valued at $532,000 after buying an additional 976 shares in the last quarter. Breakwater Capital Group purchased a new position in shares of Micron Technology in the 2nd quarter valued at about $246,000. Aaron Wealth Advisors LLC increased its stake in shares of Micron Technology by 5.6% in the 2nd quarter. Aaron Wealth Advisors LLC now owns 7,850 shares of the semiconductor manufacturer’s stock valued at $968,000 after purchasing an additional 414 shares in the last quarter. Westbourne Investments Inc. raised its holdings in Micron Technology by 38.1% in the 2nd quarter. Westbourne Investments Inc. now owns 24,287 shares of the semiconductor manufacturer’s stock worth $2,993,000 after purchasing an additional 6,697 shares during the period. Finally, Mirador Capital Partners LP boosted its position in Micron Technology by 21.7% during the second quarter. Mirador Capital Partners LP now owns 17,205 shares of the semiconductor manufacturer’s stock worth $2,121,000 after purchasing an additional 3,070 shares in the last quarter. 80.84% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several research analysts have recently weighed in on the company. Barclays upped their target price on Micron Technology from $240.00 to $275.00 and gave the stock an “overweight” rating in a research note on Thursday, December 18th. Sanford C. Bernstein boosted their price target on shares of Micron Technology from $270.00 to $330.00 and gave the stock an “outperform” rating in a report on Friday, January 2nd. Mizuho upped their price target on shares of Micron Technology from $290.00 to $390.00 and gave the stock an “outperform” rating in a research report on Friday, January 9th. Citigroup lifted their price objective on Micron Technology from $300.00 to $330.00 and gave the stock a “buy” rating in a report on Thursday, December 18th. Finally, The Goldman Sachs Group boosted their price objective on Micron Technology from $205.00 to $235.00 and gave the stock a “neutral” rating in a research note on Thursday, December 18th. Five research analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and three have given a Hold rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Buy” and a consensus target price of $305.79.

Micron Technology Price Performance

Micron Technology stock opened at $333.35 on Thursday. The company has a market capitalization of $375.19 billion, a price-to-earnings ratio of 31.69, a price-to-earnings-growth ratio of 0.21 and a beta of 1.50. The company has a debt-to-equity ratio of 0.19, a quick ratio of 1.78 and a current ratio of 2.46. Micron Technology, Inc. has a 1 year low of $61.54 and a 1 year high of $351.23. The company’s 50 day simple moving average is $263.43 and its 200-day simple moving average is $189.11.

Micron Technology (NASDAQ:MU) last posted its earnings results 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 firm had revenue of $13.64 billion for the quarter, compared to analyst estimates of $12.62 billion. Micron Technology had a return on equity of 22.71% and a net margin of 28.15%.Micron Technology’s revenue was up 56.7% on a year-over-year basis. During the same quarter in the prior year, the company earned $1.79 EPS. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. As a group, equities research analysts expect that Micron Technology, Inc. will post 6.08 earnings per share for the current year.

Micron Technology Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Wednesday, January 14th. Shareholders of record on Monday, December 29th were given a $0.115 dividend. This represents a $0.46 annualized dividend and a 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%.

Insiders Place Their Bets

In related news, CEO Sanjay Mehrotra sold 22,500 shares of Micron Technology stock in a transaction that occurred on Monday, October 27th. The shares were sold at an average price of $220.72, for a total value of $4,966,200.00. Following the completion of the transaction, the chief executive officer owned 446,578 shares in the company, valued at $98,568,696.16. The trade was a 4.80% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CAO Scott R. Allen sold 8,800 shares of the business’s stock in a transaction on Monday, October 20th. The stock was sold at an average price of $210.02, for a total transaction of $1,848,176.00. Following the transaction, the chief accounting officer owned 40,237 shares of the company’s stock, valued at approximately $8,450,574.74. The trade was a 17.95% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 318,800 shares of company stock valued at $72,333,387. Corporate insiders own 0.24% of the company’s stock.

Trending Headlines about Micron Technology

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

• Positive Sentiment: Micron is accelerating HBM capacity (Singapore packaging, Boise, Japan, Clay NY megafab longer term) and is essentially sold out through 2026 — tight HBM supply and pricing power underpin upside to 2026–27 revenue and margins. Micron: Accelerating HBM Ramp Extends Growth Into 2027
• Positive Sentiment: Multiple brokerages have lifted price targets and ratings (Cantor Fitzgerald, KeyCorp, BofA among others), supporting sentiment that MU can still climb toward $400–$450 targets. Analyst price target raises (Benzinga)
• Positive Sentiment: MU is showing up on top growth/strong‑buy lists (Zacks Rank #1 and Zacks growth picks), reinforcing momentum flows from retail and quant strategies. Best Growth Stocks to Buy for Jan. 14
• Neutral Sentiment: Feature pieces highlight MU as a momentum/strong‑fundamentals stock — useful context for longer‑term bulls but less likely to trigger immediate price moves. Micron: A Momentum Stock With Strong Fundamentals
• Neutral Sentiment: Analysts are actively re‑running valuation models and updating forecasts — consensus targets have risen sharply, but longer‑term estimates still vary, leaving room for revisions. Micron Technology (MU) Analysts Adjust Valuation Forecasts
• Negative Sentiment: Calls for profit‑taking and trimming after a rapid rerating are circulating; some investors/analysts warn the stock is vulnerable to short‑term pullbacks as positions are rotated. Why I’m Taking Profits After A Rapid Rerating (Rating Downgrade)
• Negative Sentiment: Industry risks: analysts flag potential oversupply, margin peaks, and Samsung/SK Hynix technology/capex moves that could pressure prices if capacity growth accelerates. Micron: Three Significant Risks That Could Be Crucial In The Long Term
• Negative Sentiment: SK Hynix announced a large new memory‑chip plant, which raises competitive and future supply concerns for the HBM market. SK Hynix Plans $13 Billion Memory‑Chip Plant

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.