Vanguard Capital Wealth Advisors Has $14.07 Million Position in Micron Technology, Inc. $MU

Vanguard Capital Wealth Advisors decreased its stake in Micron Technology, Inc. (NASDAQ:MU) by 10.7% during the 2nd quarter, HoldingsChannel reports. The fund owned 12,191 shares of the semiconductor manufacturer’s stock after selling 1,454 shares during the period. Micron Technology comprises approximately 9.7% of Vanguard Capital Wealth Advisors’ portfolio, making the stock its 2nd biggest holding. Vanguard Capital Wealth Advisors’ holdings in Micron Technology were worth $14,072,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also bought and sold shares of the company. M.E. Allison & CO. Inc. grew its position in Micron Technology by 0.8% in the 2nd quarter. M.E. Allison & CO. Inc. now owns 1,324 shares of the semiconductor manufacturer’s stock worth $1,528,000 after purchasing an additional 11 shares during the last quarter. Cherrydale Wealth Management LLC raised its position in shares of Micron Technology by 1.4% during the second quarter. Cherrydale Wealth Management LLC now owns 972 shares of the semiconductor manufacturer’s stock valued at $1,122,000 after buying an additional 13 shares during the last quarter. Bellevue Asset Management LLC raised its position in shares of Micron Technology by 25.5% during the second quarter. Bellevue Asset Management LLC now owns 64 shares of the semiconductor manufacturer’s stock valued at $74,000 after buying an additional 13 shares during the last quarter. Mowery & Schoenfeld Wealth Management LLC lifted its stake in shares of Micron Technology by 8.8% in the second quarter. Mowery & Schoenfeld Wealth Management LLC now owns 161 shares of the semiconductor manufacturer’s stock valued at $186,000 after buying an additional 13 shares during the period. Finally, Red Door Wealth Management LLC grew its position in Micron Technology by 0.7% during the second quarter. Red Door Wealth Management LLC now owns 1,914 shares of the semiconductor manufacturer’s stock worth $2,209,000 after buying an additional 14 shares in the last quarter. Institutional investors own 80.84% of the company’s stock.

Wall Street Analyst Weigh In

A number of brokerages have commented on MU. TD Cowen reiterated a “buy” rating on shares of Micron Technology in a research report on Friday, July 10th. Royal Bank Of Canada upped their target price on Micron Technology from $1,200.00 to $1,500.00 and gave the company an “outperform” rating in a research note on Thursday, June 25th. Sanford C. Bernstein set a $1,300.00 target price on Micron Technology in a research report on Monday, June 22nd. Morgan Stanley lifted their price target on shares of Micron Technology from $1,050.00 to $1,200.00 and gave the stock an “overweight” rating in a research note on Thursday, June 25th. Finally, Deutsche Bank Aktiengesellschaft boosted their price target on shares of Micron Technology from $1,500.00 to $1,550.00 and gave the company a “buy” rating in a report on Thursday, June 25th. Four investment analysts have rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Buy” and an average price target of $1,295.63.

Insider Transactions at Micron Technology

In other Micron Technology news, 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 transaction, the executive vice president directly owned 191,021 shares in the company, valued at approximately $178,469,010.09. This represents a 7.28% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CEO Sanjay Mehrotra sold 40,000 shares of the firm’s stock in a transaction dated Friday, August 21st. The shares were sold at an average price of $968.90, for a total transaction of $38,756,000.00. Following the completion of the transaction, the chief executive officer directly owned 264,503 shares in the company, valued at $256,276,956.70. This trade represents a 13.14% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 177,204 shares of company stock worth $182,156,264. 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: AI-driven supply shortage supports pricing: Data-center customers are reportedly receiving only a portion of the DRAM they need, while Micron expects supply conditions to be even tighter in 2027 than in 2026. High-bandwidth memory (HBM) also consumes substantially more wafer capacity, limiting conventional DRAM supply and potentially extending elevated prices. Micron: 3 Simple Reasons Why I’m Still Bullish
• Positive Sentiment: Analysts turned more constructive: Goldman Sachs indicated that the worst of the memory-chip downturn may be over, helping lift Micron and sector peers. Other coverage points to a possible further rally as AI infrastructure demand diverts capacity toward HBM and away from traditional memory products. Memory Stocks Rally as Goldman Says the Worst May Be Over
• Positive Sentiment: Exceptional profitability remains a catalyst: Scarce AI memory is sustaining unusually high pricing and margins. Investors expect Micron’s upcoming results to demonstrate that its recent earnings surge and margin expansion are durable, potentially providing another boost to the broader memory sector. Micron Gains 2.4% as Memory’s 86% Margin Era Refuses to Break
• Neutral Sentiment: Earnings are the key near-term test: Micron’s September 30 report is widely viewed as one of the year’s most important catalysts for AI-memory stocks. The company must confirm that demand, pricing and margins can support elevated expectations after a very strong year-to-date rally. Micron’s Sept. 30 Earnings Could Be the Most Important Catalyst
• Negative Sentiment: Risks remain high: Micron’s sharp appreciation leaves the stock vulnerable to profit-taking if earnings disappoint or memory prices weaken. Longer-term competition from China, possible normalization of extraordinary margins and portfolio moves by investors reducing Micron exposure also temper the bullish outlook. Micron and Sandisk Face a New China Threat

Micron Technology Stock Up 2.8%

Shares of MU opened at $1,027.77 on Thursday. The company has a market capitalization of $1.16 trillion, a P/E ratio of 23.27, a PEG ratio of 0.63 and a beta of 2.22. Micron Technology, Inc. has a one year low of $138.34 and a one year high of $1,255.00. The business’s 50 day simple moving average is $929.41 and its 200-day simple moving average is $749.50. 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 released its quarterly earnings results on Wednesday, June 24th. The semiconductor manufacturer reported $25.11 earnings per share for the quarter, beating 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 firm 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 posted $1.91 EPS. The business’s revenue was up 345.8% on a year-over-year basis. Micron Technology has set its Q4 2026 guidance at 30.000-32.000 EPS. As a group, sell-side analysts predict that Micron Technology, Inc. will post 72.93 EPS for the current fiscal year.

Micron Technology Dividend Announcement

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

About Micron Technology

Micron Technology, Inc is a global semiconductor company that designs, develops, manufactures and sells memory and storage solutions. Its product portfolio includes dynamic random-access memory (DRAM), NAND flash memory, NOR flash memory, solid-state drives, memory modules and high-bandwidth memory used in data-intensive computing applications.

Micron’s products support a range of markets, including data centers, artificial intelligence and high-performance computing, personal computers, smartphones, automotive systems, industrial equipment and networking devices.