Micron Technology, Inc. $MU Shares Sold by Meadowbrook Wealth Management LLC

Meadowbrook Wealth Management LLC trimmed its position in Micron Technology, Inc. (NASDAQ:MU) by 68.7% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 462 shares of the semiconductor manufacturer’s stock after selling 1,015 shares during the quarter. Meadowbrook Wealth Management LLC’s holdings in Micron Technology were worth $533,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also made changes to their positions in the company. Norges Bank acquired a new position in Micron Technology in the fourth quarter worth $6,433,456,000. AQR Capital Management LLC increased its stake in Micron Technology by 411.9% during the third quarter. AQR Capital Management LLC now owns 3,627,022 shares of the semiconductor manufacturer’s stock valued at $606,873,000 after purchasing an additional 2,918,535 shares during the last quarter. Arrowstreet Capital Limited Partnership raised its holdings in shares of Micron Technology by 1,340.6% during the fourth quarter. Arrowstreet Capital Limited Partnership now owns 2,820,986 shares of the semiconductor manufacturer’s stock worth $805,148,000 after purchasing an additional 2,625,169 shares during the period. Amundi raised its holdings in shares of Micron Technology by 65.0% during the fourth quarter. Amundi now owns 4,989,400 shares of the semiconductor manufacturer’s stock worth $1,424,025,000 after purchasing an additional 1,965,319 shares during the period. Finally, Vanguard Group Inc. lifted its position in shares of Micron Technology by 1.9% in the 4th quarter. Vanguard Group Inc. now owns 106,608,094 shares of the semiconductor manufacturer’s stock worth $30,427,016,000 after buying an additional 1,954,644 shares during the last quarter. 80.84% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In other Micron Technology news, EVP April S. Arnzen sold 40,000 shares of Micron Technology stock in a transaction that occurred on Wednesday, July 1st. The shares were sold at an average price of $1,083.94, for a total value of $43,357,600.00. Following the transaction, the executive vice president owned 85,737 shares in the company, valued at approximately $92,933,763.78. The trade was a 31.81% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, Director Steven J. Gomo sold 2,000 shares of the company’s stock in a transaction on Monday, May 11th. The shares were sold at an average price of $787.03, for a total value of $1,574,060.00. Following the completion of the transaction, the director directly owned 17,139 shares in the company, valued at $13,488,907.17. This represents a 10.45% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 164,179 shares of company stock valued at $169,385,921 in the last ninety days. Insiders own 0.24% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research analysts have recently commented on the stock. ThinkEquity reaffirmed a “buy” rating on shares of Micron Technology in a report on Monday. Cantor Fitzgerald reiterated an “overweight” rating and set a $1,500.00 price objective on shares of Micron Technology in a research note on Thursday, June 25th. UBS Group raised their target price on shares of Micron Technology from $535.00 to $1,625.00 and gave the stock a “buy” rating in a report on Tuesday, May 26th. Needham & Company LLC lifted their target price on Micron Technology from $1,550.00 to $1,650.00 and gave the company a “buy” rating in a research note on Thursday, June 25th. Finally, Weiss Ratings reaffirmed a “buy (b)” rating on shares of Micron Technology in a report on Tuesday, May 12th. Four investment analysts have rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Buy” and a consensus target price of $1,268.93.

Micron Technology Stock Performance

Shares of MU opened at $829.95 on Tuesday. The firm has a fifty day moving average of $978.49 and a 200-day moving average of $645.50. The company has a market cap of $937.33 billion, a price-to-earnings ratio of 18.79 and a beta of 2.19. The company has a debt-to-equity ratio of 0.05, a quick ratio of 2.98 and a current ratio of 3.42. Micron Technology, Inc. has a 1 year low of $105.46 and a 1 year high of $1,255.00.

Micron Technology (NASDAQ:MU) last released its quarterly earnings data on Wednesday, June 24th. The semiconductor manufacturer reported $25.11 earnings per share for the quarter, topping analysts’ consensus estimates of $21.39 by $3.72. The business had revenue of $41.46 billion for the quarter, compared to analysts’ expectations of $35.91 billion. Micron Technology had a net margin of 55.91% and a return on equity of 71.13%. The company’s revenue for the quarter was up 345.8% compared to the same quarter last year. During the same quarter last year, the company earned $1.91 EPS. Micron Technology has set its Q4 2026 guidance at 30.000-32.000 EPS. As a group, equities analysts anticipate that Micron Technology, Inc. will post 72.93 earnings per share for the current year.

Micron Technology Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, July 21st. Shareholders of record on Monday, July 6th were given a $0.15 dividend. The ex-dividend date was Monday, July 6th. This represents a $0.60 annualized dividend and a yield of 0.1%. Micron Technology’s dividend payout ratio is 1.36%.

Key Stories Impacting Micron Technology

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

• Positive Sentiment: Analysts remain bullish after Micron’s recent earnings beat, citing sharply higher revenue and earnings, strong AI-driven demand for high-bandwidth memory, and long-term customer contracts reportedly worth more than $100 billion. Some estimates suggest Micron could use its projected free cash flow for substantial share repurchases, potentially retiring 8% to 19% of its outstanding shares over two years. Micron: The Math Makes No Sense (Rating Upgrade)
• Positive Sentiment: Several market commentators describe MU as attractively valued following its selloff, while Citi analyst Atif Malik reportedly expects the stock to reach a new record high within 12 months. Jim Cramer also identified Micron as his top memory-stock pick, supporting investor sentiment. Wall Street sets Micron stock price for the next 12 months
• Neutral Sentiment: The broader semiconductor and AI trade is undergoing a pullback after a powerful rally. Analysts generally view Micron’s long-term AI demand outlook as intact, but investors are taking profits and reassessing whether elevated memory prices and AI infrastructure spending can continue. Micron Technology Stock Is Falling Monday: What’s Going On?
• Negative Sentiment: Investor concerns intensified after reports that CXMT is considering a second Beijing DRAM plant. A capacity expansion could eventually increase global supply, pressure memory prices, and threaten Micron’s share in standard DRAM products, although the competitive impact may remain several years away. Micron Stock Falls as Chinese Memory Threat Intensifies
• Negative Sentiment: Technical weakness and a decline of roughly one-third from Micron’s 52-week high have added to selling pressure. Investors also remain concerned that historically cyclical memory markets could reverse if high prices curb AI customers’ usage or if the broader AI spending boom slows. What’s Wrong With Micron Technology Stock?

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.