Micron Technology, Inc. $MU Shares Sold by RW Investment Management LLC

RW Investment Management LLC lowered its position in shares of Micron Technology, Inc. (NASDAQ:MU) by 11.6% during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 11,939 shares of the semiconductor manufacturer’s stock after selling 1,567 shares during the period. Micron Technology makes up about 1.2% of RW Investment Management LLC’s investment portfolio, making the stock its 6th largest position. RW Investment Management LLC’s holdings in Micron Technology were worth $13,781,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also made changes to their positions in the company. High Note Wealth LLC increased its stake in Micron Technology by 65.4% during the 4th quarter. High Note Wealth LLC now owns 86 shares of the semiconductor manufacturer’s stock worth $25,000 after buying an additional 34 shares during the period. Kohmann Bosshard Financial Services LLC purchased a new position in Micron Technology in the 1st quarter valued at about $27,000. Bayban acquired a new position in shares of Micron Technology in the fourth quarter worth about $29,000. Joseph Group Capital Management purchased a new position in Micron Technology in the fourth quarter valued at about $31,000. Finally, Luken Investment Analytics LLC acquired a new stake in Micron Technology during the 4th quarter valued at approximately $31,000. 80.84% of the stock is currently owned by hedge funds and other institutional investors.

Insider Transactions at Micron Technology

In other Micron Technology news, CAO Scott R. Allen sold 879 shares of the business’s stock in a transaction dated Thursday, July 23rd. The stock was sold at an average price of $1,000.00, for a total transaction of $879,000.00. Following the sale, the chief accounting officer owned 34,958 shares in the company, valued at approximately $34,958,000. The trade was a 2.45% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Sumit Sadana sold 15,000 shares of the company’s stock in a transaction dated Tuesday, August 18th. The shares were sold at an average price of $934.29, for a total transaction of $14,014,350.00. Following the sale, the executive vice president directly owned 191,021 shares of the company’s stock, valued at $178,469,010.09. This represents a 7.28% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 177,179 shares of company stock worth $182,127,955 in the last three months. Insiders own 0.24% of the company’s stock.

Micron Technology Stock Down 0.3%

NASDAQ MU opened at $935.74 on Friday. The company has a market capitalization of $1.06 trillion, a P/E ratio of 21.18 and a beta of 2.18. Micron Technology, Inc. has a 12 month low of $114.25 and a 12 month high of $1,255.00. The company’s 50 day simple moving average is $955.65 and its 200 day simple moving average is $713.18. The company has a debt-to-equity ratio of 0.05, a current ratio of 3.42 and a quick ratio of 2.98.

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

Micron Technology Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Tuesday, July 21st. Investors 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 dividend on an annualized basis and a dividend yield of 0.1%. Micron Technology’s dividend payout ratio (DPR) is 1.36%.

Analysts Set New Price Targets

Several equities analysts have recently commented on the company. Sanford C. Bernstein set a $1,300.00 target price on Micron Technology in a research note on Monday, June 22nd. DA Davidson increased their price objective on shares of Micron Technology from $1,500.00 to $2,000.00 and gave the company a “buy” rating in a research note on Thursday, June 25th. BMO Capital Markets began coverage on Micron Technology in a research note on Friday, August 21st. They issued an “outperform” rating and a $1,300.00 price target for the company. Wedbush lifted their price objective on shares of Micron Technology from $1,300.00 to $1,400.00 and gave the stock an “outperform” rating in a report on Thursday, June 25th. Finally, Rosenblatt Securities upped their target price on Micron Technology from $1,200.00 to $1,500.00 and gave the company a “buy” rating in a report on Thursday, June 25th. Four equities research analysts have rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Buy” and an average price target of $1,295.63.

Micron Technology News Summary

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

• Positive Sentiment: Nvidia said memory availability has become a key constraint on AI expansion and indicated it is willing to pay higher prices. The comments support demand, pricing power and margins for Micron’s DRAM and high-bandwidth memory products. Nvidia’s reported memory-related purchase commitments reportedly more than doubled to $279 billion. Nvidia Says Memory Is a Key Constraint
• Positive Sentiment: President Donald Trump praised Micron’s planned $10 billion investment in U.S. research laboratories, saying it should strengthen America’s position in AI and advanced computing. The announcement reinforces potential strategic and government support for Micron’s domestic expansion. Trump Hails Micron’s U.S. Research Investment
• Positive Sentiment: Recent results remain a major fundamental support: Micron reported $41.46 billion in quarterly revenue and $25.11 in EPS, far exceeding estimates, with revenue up 345.8% year over year. Commentary also highlighted an 84.9% non-GAAP gross margin, surpassing Nvidia’s reported adjusted margin. Micron’s Gross Margin Beat Nvidia’s
• Neutral Sentiment: Micron appointed Manish Bhatia as president and chief operating officer and Scott DeBoer as president and chief technology and products officer. The changes are intended to improve execution during the AI memory expansion but are unlikely to materially alter near-term results. Micron will report fiscal fourth-quarter results on September 30. Micron Announces Leadership Appointments
• Negative Sentiment: Investors appear to be locking in gains after Micron’s powerful rally, while Nvidia’s disclosures raised concerns that memory scarcity could restrict AI hardware deliveries rather than simply boost Micron sales. Potential U.S. chip tariffs and a broader debate over interest rates add to uncertainty. Why Is Micron Stock Falling?
• Negative Sentiment: Competitive risks persist from Chinese memory producer YMTC, while Micron CEO Sanjay Mehrotra’s sale of 40,000 shares for approximately $38.8 million may weigh on sentiment, although insider sales do not necessarily indicate a change in business outlook. Micron CEO Share Sale

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.