Micron Technology, Inc. $MU Stock Holdings Boosted by Wealth Effects LLC

Wealth Effects LLC grew its stake in shares of Micron Technology, Inc. (NASDAQ:MU) by 7.4% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 20,818 shares of the semiconductor manufacturer’s stock after purchasing an additional 1,443 shares during the quarter. Micron Technology makes up about 2.5% of Wealth Effects LLC’s holdings, making the stock its 8th biggest position. Wealth Effects LLC’s holdings in Micron Technology were worth $7,033,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also modified their holdings of the company. Brighton Jones LLC raised its stake in Micron Technology by 18.3% during the 4th quarter. Brighton Jones LLC now owns 6,318 shares of the semiconductor manufacturer’s stock worth $532,000 after acquiring an additional 976 shares in the last quarter. Sivia Capital Partners LLC boosted its stake in Micron Technology by 21.7% in the second quarter. Sivia Capital Partners LLC now owns 3,528 shares of the semiconductor manufacturer’s stock valued at $435,000 after acquiring an additional 628 shares in the last quarter. United Bank acquired a new position in Micron Technology in the second quarter valued at $236,000. Schnieders Capital Management LLC. grew its holdings in shares of Micron Technology by 67.9% during the second quarter. Schnieders Capital Management LLC. now owns 16,984 shares of the semiconductor manufacturer’s stock worth $2,093,000 after purchasing an additional 6,867 shares during the last quarter. Finally, Sei Investments Co. grew its holdings in shares of Micron Technology by 5.6% during the second quarter. Sei Investments Co. now owns 405,545 shares of the semiconductor manufacturer’s stock worth $49,987,000 after purchasing an additional 21,619 shares during the last quarter. Hedge funds and other institutional investors own 80.84% of the company’s stock.

Micron Technology Stock Performance

NASDAQ MU opened at $1,132.33 on Friday. The firm has a market cap of $1.28 trillion, a P/E ratio of 25.64 and a beta of 2.16. Micron Technology, Inc. has a 52-week low of $103.38 and a 52-week high of $1,255.00. The business’s 50-day moving average price is $817.22 and its 200 day moving average price is $524.65. The company has a quick ratio of 2.32, a current ratio of 3.42 and a debt-to-equity ratio of 0.05.

Micron Technology (NASDAQ:MU) last posted 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. Micron Technology had a return on equity of 71.13% and a net margin of 55.91%.The company had revenue of $41.46 billion during the quarter, compared to analysts’ expectations of $35.91 billion. During the same period last year, the firm earned $1.91 EPS. The firm’s revenue for the quarter was up 345.8% on a year-over-year basis. Micron Technology has set its Q4 2026 guidance at 30.000-32.000 EPS. On average, equities research analysts expect that Micron Technology, Inc. will post 60.62 earnings per share for the current year.

Micron Technology Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, July 21st. Investors of record on Monday, July 6th will be given a $0.15 dividend. This represents a $0.60 dividend on an annualized basis and a yield of 0.1%. The ex-dividend date is Monday, July 6th. Micron Technology’s dividend payout ratio (DPR) is 2.83%.

Insider Activity

In other news, CEO Sanjay Mehrotra sold 40,000 shares of the firm’s stock in a transaction on Friday, May 1st. The shares were sold at an average price of $536.26, for a total value of $21,450,400.00. Following the completion of the sale, the chief executive officer owned 424,503 shares in the company, valued at approximately $227,643,978.78. This trade represents a 8.61% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Steven J. Gomo sold 2,000 shares of Micron Technology stock in a transaction dated Monday, May 11th. The shares were sold at an average price of $787.03, for a total transaction of $1,574,060.00. Following the completion of the sale, the director directly owned 17,139 shares in the company, valued at approximately $13,488,907.17. The trade was a 10.45% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 146,000 shares of company stock valued at $85,486,715. 0.24% of the stock is owned by corporate insiders.

Analysts Set New Price Targets

A number of analysts have recently commented on MU shares. The Goldman Sachs Group lifted their target price on Micron Technology from $900.00 to $1,100.00 and gave the stock a “neutral” rating in a research report on Thursday. Susquehanna raised their price target on Micron Technology from $1,750.00 to $2,000.00 and gave the stock a “positive” rating in a research note on Thursday. Summit Insights lowered Micron Technology from a “buy” rating to a “hold” rating in a research report on Thursday, March 19th. Wedbush boosted their price objective on Micron Technology from $1,300.00 to $1,400.00 and gave the company an “outperform” rating in a research note on Thursday. Finally, Citigroup increased their price objective on Micron Technology from $1,200.00 to $1,400.00 and gave the company a “buy” rating in a report on Thursday. Five research analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Buy” and an average price target of $1,263.76.

Key Headlines Impacting Micron Technology

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

• Positive Sentiment: Analysts turned more bullish after Micron’s blowout earnings and strong AI-memory demand, with multiple firms raising price targets and saying the company’s long-term customer agreements improve revenue visibility. Micron and Qualcomm forecasts ignite $400 billion AI chip stock rally
• Positive Sentiment: Micron’s results showed surging revenue, record margins, and management commentary that AI-driven memory shortages could persist for years, reinforcing the bull case for continued pricing power. Micron stock jumps over 16% in premarket trading after blockbuster earnings
• Positive Sentiment: New articles also argue Micron is a key beneficiary of the AI memory boom and may still have room to run because demand is outpacing supply across data centers and AI infrastructure. Micron + One Explosive AI Memory Stock to Buy Before H2 2026
• Neutral Sentiment: Some coverage says investors are reassessing Micron after a huge rally, with a few commentators warning the stock could already be pricing in peak-cycle profits. Micron Was Yesterday’s Win — Here’s How to Find Tomorrow’s
• Negative Sentiment: Micron is also being pressured by a broader tech and chip selloff, with traders taking profits after the post-earnings surge and global semiconductor stocks coming under pressure. Micron falls 5% in premarket, paring earlier gains amid tech rout

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.