WESPAC Advisors LLC Takes $802,000 Position in Micron Technology, Inc. $MU

WESPAC Advisors LLC acquired a new position in shares of Micron Technology, Inc. (NASDAQ:MU) in the 4th quarter, according to its most recent 13F filing with the SEC. The fund acquired 2,809 shares of the semiconductor manufacturer’s stock, valued at approximately $802,000.

Several other hedge funds also recently bought and sold shares of the stock. Vanguard Group Inc. increased its position in Micron Technology by 0.7% during the 3rd quarter. Vanguard Group Inc. now owns 104,653,450 shares of the semiconductor manufacturer’s stock worth $17,510,615,000 after purchasing an additional 773,788 shares in the last quarter. State Street Corp boosted its stake in shares of Micron Technology by 0.6% during the 3rd quarter. State Street Corp now owns 51,659,173 shares of the semiconductor manufacturer’s stock worth $8,643,613,000 after purchasing an additional 285,582 shares during the last quarter. Capital International Investors boosted its stake in shares of Micron Technology by 0.7% during the 3rd quarter. Capital International Investors now owns 23,372,821 shares of the semiconductor manufacturer’s stock worth $3,910,198,000 after purchasing an additional 155,860 shares during the last quarter. Invesco Ltd. grew its holdings in shares of Micron Technology by 8.0% during the third quarter. Invesco Ltd. now owns 9,622,166 shares of the semiconductor manufacturer’s stock worth $1,609,981,000 after buying an additional 708,716 shares in the last quarter. Finally, Legal & General Group Plc raised its position in shares of Micron Technology by 1.9% in the third quarter. Legal & General Group Plc now owns 7,275,842 shares of the semiconductor manufacturer’s stock valued at $1,217,394,000 after buying an additional 135,850 shares during the last quarter. Hedge funds and other institutional investors own 80.84% of the company’s stock.

More Micron Technology News

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

• Positive Sentiment: HBM4 mass production with Nvidia is a major technology win that strengthens Micron’s positioning in high-margin AI memory and supports durable AI demand. Micron’s HBM4 Is Now in Mass Production for Nvidia’s Next-Gen Platform. This Could Be a Defining Moment for the Stock.
• Positive Sentiment: Deep-dive analysis argues Micron’s AI-driven revenue and margin surge could continue — analyst upgrades and raised price targets suggest substantial upside if AI demand persists. Micron: AI Memory Paradox Could Send Demand Exploding Despite Margin Risks
• Positive Sentiment: Multiple opinion pieces (Seeking Alpha / Motley Fool) frame the recent pullback as a buying opportunity, arguing structural shifts in memory markets and long-term supply contracts mitigate cyclicality. Micron’s Selloff Is A Setup For The Next Surge
• Positive Sentiment: High-profile investor commentary (TipRanks) encourages not missing the rally, signaling confidence from large-market participants in MU’s AI exposure. ‘Don’t Be Late to the Party,’ Says Top Investor About Micron Stock
• Neutral Sentiment: Micron Biomedical was named to Fast Company’s Most Innovative list — positive branding and diversification for Micron’s life-sciences arm but limited near-term impact on MU’s core memory revenue. Micron Biomedical Named to Fast Company’s 2026 List of World’s Most Innovative Companies
• Neutral Sentiment: Reports that Micron is eyeing a Japan Display plant signal capacity and assembly expansion in Asia — could support long-term supply needs but raises short-term CAPEX and integration questions. Micron Eyes Japan Display Plant As Capacity Plans Meet Valuation Questions
• Negative Sentiment: Google’s TurboQuant memory-compression research sparked fear that AI efficiency could reduce memory demand; that headline is a primary driver of the recent pullback and elevated volatility. What Does the New Google TurboQuant Compressor Really Mean for Micron Stock?
• Negative Sentiment: Macro/geopolitical risk (U.S.-Iran headlines, rising oil >$100) is pressuring markets broadly and amplifying downside risk for cyclical tech names like Micron. Dow Jones Futures Fall, Oil Prices Run Past $100 Amid Latest Iran News; Market At Six-Month Lows
• Negative Sentiment: Concerns persist around memory price normalization and elevated CAPEX guidance; several commentaries flagged that those risks could pressure margins despite strong recent earnings. Micron Just Had Its Worst Week of 2026. Is Earnings Season the Turning Point?

Micron Technology Price Performance

Shares of MU stock opened at $357.22 on Monday. Micron Technology, Inc. has a twelve month low of $61.54 and a twelve month high of $471.34. The company has a market capitalization of $402.85 billion, a PE ratio of 16.87 and a beta of 1.50. The company has a current ratio of 2.90, a quick ratio of 2.32 and a debt-to-equity ratio of 0.13. The firm has a fifty day simple moving average of $406.20 and a 200-day simple moving average of $294.03.

Micron Technology Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, April 15th. Investors of record on Monday, March 30th will be paid a $0.15 dividend. This represents a $0.60 annualized dividend and a dividend yield of 0.2%. This is a positive change from Micron Technology’s previous quarterly dividend of $0.12. The ex-dividend date is Monday, March 30th. Micron Technology’s payout ratio is presently 2.17%.

Analysts Set New Price Targets

A number of analysts recently issued reports on the stock. Morgan Stanley raised their target price on shares of Micron Technology from $350.00 to $450.00 and gave the stock an “overweight” rating in a research report on Wednesday, February 11th. Susquehanna upped their price objective on Micron Technology from $345.00 to $525.00 and gave the stock a “positive” rating in a report on Monday, March 9th. KeyCorp raised their price objective on Micron Technology from $450.00 to $600.00 and gave the stock an “overweight” rating in a report on Thursday, March 19th. UBS Group boosted their target price on Micron Technology from $475.00 to $510.00 and gave the stock a “buy” rating in a report on Thursday, March 19th. Finally, JPMorgan Chase & Co. raised their price target on shares of Micron Technology from $350.00 to $550.00 and gave the company an “overweight” rating in a report on Thursday, March 19th. Five analysts have rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and three have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, Micron Technology presently has an average rating of “Buy” and an average target price of $466.75.

Insider Activity at Micron Technology

In other news, Director Teyin M. Liu purchased 7,820 shares of the firm’s stock in a transaction that occurred on Wednesday, January 14th. The stock was acquired at an average cost of $337.50 per share, for a total transaction of $2,639,250.00. Following the completion of the purchase, the director owned 25,910 shares of the company’s stock, valued at approximately $8,744,625. This trade represents a 43.23% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Manish H. Bhatia sold 26,623 shares of the company’s stock in a transaction that occurred on Thursday, January 22nd. The shares were sold at an average price of $391.04, for a total value of $10,410,657.92. Following the sale, the executive vice president directly owned 323,486 shares in the company, valued at approximately $126,495,965.44. This represents a 7.60% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have acquired 23,200 shares of company stock worth $7,821,723 and have sold 53,623 shares worth $21,832,908. 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.