Wealth Science Advisors LLC Has $1.10 Million Holdings in Micron Technology, Inc. $MU

Wealth Science Advisors LLC cut its holdings in shares of Micron Technology, Inc. (NASDAQ:MU) by 52.6% during the 2nd quarter, HoldingsChannel.com reports. The fund owned 956 shares of the semiconductor manufacturer’s stock after selling 1,059 shares during the period. Wealth Science Advisors LLC’s holdings in Micron Technology were worth $1,104,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in MU. Vanguard Group Inc. lifted its holdings in shares of Micron Technology by 1.9% during the 4th quarter. Vanguard Group Inc. now owns 106,608,094 shares of the semiconductor manufacturer’s stock valued at $30,427,016,000 after purchasing an additional 1,954,644 shares in the last quarter. State Street Corp increased its stake in Micron Technology by 2.1% during the 4th quarter. State Street Corp now owns 52,749,817 shares of the semiconductor manufacturer’s stock worth $15,061,310,000 after purchasing an additional 1,090,644 shares in the last quarter. Norges Bank bought a new stake in Micron Technology during the 4th quarter worth approximately $6,433,456,000. Morgan Stanley raised its holdings in Micron Technology by 5.1% during the 4th quarter. Morgan Stanley now owns 16,396,655 shares of the semiconductor manufacturer’s stock worth $4,679,771,000 after buying an additional 794,289 shares during the period. Finally, Northern Trust Corp raised its holdings in Micron Technology by 1.9% during the 4th quarter. Northern Trust Corp now owns 10,654,349 shares of the semiconductor manufacturer’s stock worth $3,040,858,000 after buying an additional 194,550 shares during the period. 80.84% of the stock is owned by institutional investors and hedge funds.

Micron Technology Trading Down 0.4%

Shares of Micron Technology stock opened at $877.57 on Friday. Micron Technology, Inc. has a 12-month low of $111.67 and a 12-month high of $1,255.00. The stock has a market cap of $991.12 billion, a P/E ratio of 19.87 and a beta of 2.18. The company has a quick ratio of 2.98, a current ratio of 3.42 and a debt-to-equity ratio of 0.05. The business’s 50 day moving average is $975.03 and its 200-day moving average is $658.56.

Micron Technology (NASDAQ:MU) last released its earnings results on Wednesday, June 24th. The semiconductor manufacturer reported $25.11 earnings per share for the quarter, beating the consensus estimate of $21.39 by $3.72. The business had revenue of $41.46 billion during 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 firm’s revenue was up 345.8% on a year-over-year basis. During the same period last year, the business earned $1.91 earnings per share. Micron Technology has set its Q4 2026 guidance at 30.000-32.000 EPS. Equities research analysts predict that Micron Technology, Inc. will post 72.93 earnings per share for the current fiscal year.

Micron Technology Announces Dividend

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

Micron Technology News Summary

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

• Positive Sentiment: Citigroup lowered its price target to $1,150 from $1,400 but maintained a Buy rating, implying roughly 31% upside from the referenced price. The target cut reflects a more cautious outlook, but the continued Buy rating signals confidence in Micron’s earnings potential. Benzinga price target report
• Positive Sentiment: Micron’s latest quarterly results remain a major fundamental support: revenue rose 345.8% year over year to $41.46 billion, adjusted EPS reached $25.11, and fourth-quarter guidance calls for approximately $50 billion in revenue and about $31 in adjusted EPS. The company also disclosed 16 strategic customer agreements extending through 2030, several with pricing floors or bands that could provide more stable revenue and margins. Micron long-term AI memory contracts
• Positive Sentiment: Ongoing AI data-center expansion is supporting demand for high-bandwidth memory, while higher memory costs are contributing to increased capital spending by major cloud customers. This reinforces the view that Micron’s premium AI-memory products remain supply constrained. Amazon memory costs and capital spending
• Neutral Sentiment: SK Hynix approved approximately $38 billion for two new South Korean memory fabs. The investment highlights strong industry demand, but investors are concerned that additional supply could eventually pressure pricing and reduce Micron’s exceptional margins. SK Hynix new memory fabs
• Negative Sentiment: Fresh commentary from Citi points to a more cautious memory-pricing outlook, while weaker-than-expected outlooks from SanDisk and Western Digital have triggered a broader memory-stock selloff. Investors are increasingly focused on whether today’s AI-related shortage will lead to oversupply in future years. Why Micron stock is falling
• Negative Sentiment: Reports that Nvidia is considering lower-memory versions of future Rubin Ultra GPUs raise concerns that customers could reduce high-bandwidth memory content per system, potentially limiting long-term HBM growth. Nvidia Rubin Ultra memory report

Analyst Ratings Changes

MU has been the subject of several research analyst reports. Citigroup reduced their price target on shares of Micron Technology from $1,400.00 to $1,150.00 and set a “buy” rating for the company in a report on Friday. Wells Fargo & Company raised their price objective on shares of Micron Technology from $1,220.00 to $1,525.00 and gave the stock an “overweight” rating in a report on Thursday, June 25th. Raymond James Financial boosted their price objective on shares of Micron Technology from $1,100.00 to $1,500.00 and gave the company an “outperform” rating in a research report on Thursday, June 25th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Micron Technology in a research note on Tuesday, May 12th. Finally, KeyCorp reiterated an “overweight” rating on shares of Micron Technology in a report on Monday, July 20th. Four research analysts have rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating and three have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Buy” and an average price target of $1,260.31.

Insider Buying and Selling

In other news, Director Steven J. Gomo sold 2,000 shares of the business’s 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 transaction, the director directly owned 17,139 shares in the company, valued at $13,488,907.17. The trade was a 10.45% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Lynn A. Dugle sold 1,300 shares of the business’s stock in a transaction dated Tuesday, June 30th. The stock was sold at an average price of $1,150.43, for a total transaction of $1,495,559.00. Following the transaction, the director owned 17,728 shares in the company, valued at $20,394,823.04. This represents a 6.83% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 164,179 shares of company stock worth $169,385,921. Corporate insiders own 0.24% of the company’s stock.

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.