Savant Capital LLC Boosts Stake in Micron Technology, Inc. $MU

Savant Capital LLC raised its position in shares of Micron Technology, Inc. (NASDAQ:MU) by 66.2% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 30,610 shares of the semiconductor manufacturer’s stock after buying an additional 12,188 shares during the quarter. Savant Capital LLC’s holdings in Micron Technology were worth $5,122,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Orleans Capital Management Corp LA bought a new stake in shares of Micron Technology in the 2nd quarter worth about $256,000. iA Global Asset Management Inc. increased its position in Micron Technology by 18.7% during the third quarter. iA Global Asset Management Inc. now owns 146,890 shares of the semiconductor manufacturer’s stock valued at $24,578,000 after acquiring an additional 23,117 shares during the last quarter. Cary Street Partners Financial LLC raised its stake in shares of Micron Technology by 25.0% in the second quarter. Cary Street Partners Financial LLC now owns 26,132 shares of the semiconductor manufacturer’s stock valued at $3,221,000 after acquiring an additional 5,233 shares during the period. Wealthspire Advisors LLC lifted its holdings in shares of Micron Technology by 27.8% in the 2nd quarter. Wealthspire Advisors LLC now owns 14,754 shares of the semiconductor manufacturer’s stock worth $1,818,000 after acquiring an additional 3,208 shares during the last quarter. Finally, WealthBridge Capital Management LLC purchased a new position in shares of Micron Technology during the 2nd quarter worth about $210,000. 80.84% of the stock is currently owned by institutional investors.

Insider Transactions at Micron Technology

In other Micron Technology news, EVP Sumit Sadana sold 25,000 shares of the firm’s stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $429.89, for a total value of $10,747,250.00. Following the completion of the transaction, the executive vice president owned 248,021 shares of the company’s stock, valued at $106,621,747.69. This trade represents a 9.16% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. Also, Director Teyin M. Liu bought 11,600 shares of Micron Technology stock in a transaction that occurred on Tuesday, January 13th. The stock was purchased at an average cost of $337.07 per share, for a total transaction of $3,910,012.00. Following the acquisition, the director owned 14,310 shares of the company’s stock, valued at $4,823,471.70. This represents a 428.04% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. In the last ninety days, insiders have acquired 23,200 shares of company stock valued at $7,821,723 and have sold 73,623 shares valued at $27,307,408. 0.24% of the stock is currently owned by company insiders.

Micron Technology Price Performance

MU stock opened at $382.89 on Friday. Micron Technology, Inc. has a 1 year low of $61.54 and a 1 year high of $455.50. The company has a debt-to-equity ratio of 0.19, a current ratio of 2.46 and a quick ratio of 1.78. The firm has a market capitalization of $430.95 billion, a PE ratio of 36.40 and a beta of 1.52. The business has a 50 day simple moving average of $315.53 and a 200-day simple moving average of $219.12.

Micron Technology (NASDAQ:MU) last issued its earnings results on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.77 by $1.01. Micron Technology had a return on equity of 22.71% and a net margin of 28.15%.The company had revenue of $13.64 billion during the quarter, compared to analysts’ expectations of $12.62 billion. During the same period in the prior year, the business earned $1.79 EPS. The firm’s quarterly revenue was up 56.7% on a year-over-year basis. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. Equities research analysts anticipate that Micron Technology, Inc. will post 6.08 earnings per share for the current fiscal year.

Micron Technology Announces Dividend

The company also recently announced 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 payout ratio is currently 4.37%.

Key Headlines Impacting Micron Technology

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

• Positive Sentiment: Analysts and bullish writeups argue MU still has significant upside driven by a multi‑year AI memory boom and rapid earnings growth — The Motley Fool projects substantial upside over the next year as DRAM/HBM tightness supports pricing and profits. Where Could Micron Technology Stock Be in 1 Year?
• Positive Sentiment: Macro theme: AI infrastructure spending is raising memory demand/prices; one feature highlights Micron’s potential to benefit from a near‑term jump in memory hardware prices (HBM/DRAM). The $1.4 Trillion AI Infrastructure Boom: 3 Stocks to Buy This Year
• Positive Sentiment: Wall Street momentum and price‑target lifts are reinforcing optimism — Zacks flags MU as a top‑ranked momentum stock and multiple banks have raised targets into the $350–$500 range, supporting upward price pressure. Micron (MU) is a Top-Ranked Momentum Stock: Should You Buy?
• Positive Sentiment: Capex/strategy: Micron’s planned US$24B Singapore NAND “megafab” signals long‑term capacity expansion to meet NAND demand — bullish for revenue prospects though implies higher near‑term capex. Micron’s US$24b Singapore Fab Tests AI Memory Growth Story
• Neutral Sentiment: Valuation debate: several pieces question whether the AI tailwind is fully priced in; useful for investors assessing entry points but not an immediate catalyst. Micron Technology (MU) Valuation Check As Strong Multi Year Returns Meet AI Supercycle Expectations
• Negative Sentiment: Insider selling: EVP Sumit Sadana sold ~25,000 shares (~$10.7M) last week — an event that can trigger near‑term selling pressure even if insiders often sell for diversification/tax reasons. Sumit Sadana Sells 25,000 Shares of Micron Technology (NASDAQ:MU) Stock
• Negative Sentiment: Profit‑taking and options activity after a large rally caused a pullback recently — caveat for short‑term traders as volatility and block trades can drive intraday moves. Micron stock sinks after big rally: why profit-taking is hitting now

Wall Street Analysts Forecast Growth

Several analysts have recently weighed in on the company. Morgan Stanley lifted their target price on Micron Technology from $338.00 to $350.00 and gave the stock an “overweight” rating in a research report on Thursday, December 18th. Wall Street Zen raised Micron Technology from a “buy” rating to a “strong-buy” rating in a research report on Sunday, November 23rd. HSBC lifted their target price on shares of Micron Technology from $350.00 to $500.00 and gave the stock a “buy” rating in a research note on Friday, January 23rd. JPMorgan Chase & Co. raised their target price on Micron Technology from $220.00 to $350.00 and gave the stock an “overweight” rating in a research note on Thursday, December 18th. Finally, Wolfe Research increased their price target on shares of Micron Technology from $300.00 to $350.00 and gave the stock an “outperform” rating in a report on Thursday, December 18th. Six investment analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating and three have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Buy” and an average price target of $349.76.

Micron Technology 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.