Yousif Capital Management LLC Has $38.91 Million Holdings in Micron Technology, Inc. $MU

Yousif Capital Management LLC cut its position in shares of Micron Technology, Inc. (NASDAQ:MU) by 3.8% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 136,316 shares of the semiconductor manufacturer’s stock after selling 5,426 shares during the quarter. Yousif Capital Management LLC’s holdings in Micron Technology were worth $38,906,000 at the end of the most recent reporting period.

Other large investors also recently modified their holdings of the company. Elevation Wealth Partners LLC increased its position in shares of Micron Technology by 295.8% during the fourth quarter. Elevation Wealth Partners LLC now owns 95 shares of the semiconductor manufacturer’s stock worth $27,000 after buying an additional 71 shares during the period. Noble Wealth Management PBC acquired a new stake in shares of Micron Technology during the fourth quarter worth $40,000. REAP Financial Group LLC acquired a new stake in shares of Micron Technology during the third quarter worth $25,000. Barnes Dennig Private Wealth Management LLC acquired a new stake in shares of Micron Technology during the third quarter worth $27,000. Finally, Cullen Frost Bankers Inc. increased its position in shares of Micron Technology by 79.3% during the third quarter. Cullen Frost Bankers Inc. now owns 199 shares of the semiconductor manufacturer’s stock worth $33,000 after buying an additional 88 shares during the period. 80.84% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

MU has been the topic of several research analyst reports. Morgan Stanley increased their target price on shares of Micron Technology from $350.00 to $450.00 and gave the stock an “overweight” rating in a research note on Wednesday, February 11th. Deutsche Bank Aktiengesellschaft increased their target price on shares of Micron Technology from $500.00 to $550.00 and gave the stock a “buy” rating in a research note on Thursday, March 19th. JPMorgan Chase & Co. increased their target price on shares of Micron Technology from $350.00 to $550.00 and gave the stock an “overweight” rating in a research note on Thursday, March 19th. Summit Insights lowered shares of Micron Technology from a “buy” rating to a “hold” rating in a research note on Thursday, March 19th. Finally, UBS Group increased their target price on shares of Micron Technology from $475.00 to $510.00 and gave the stock a “buy” rating in a research note on Thursday, March 19th. Five investment analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating and four have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Buy” and a consensus target price of $463.71.

Micron Technology Stock Down 0.0%

Micron Technology stock opened at $377.58 on Wednesday. Micron Technology, Inc. has a 1-year low of $63.52 and a 1-year high of $471.34. The firm has a market capitalization of $425.81 billion, a price-to-earnings ratio of 17.83 and a beta of 1.60. The firm’s fifty day moving average price is $402.23 and its two-hundred day moving average price is $303.88. The company has a current ratio of 2.90, a quick ratio of 2.32 and a debt-to-equity ratio of 0.13.

Micron Technology Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, April 15th. Investors of record on Monday, March 30th will be given a dividend of $0.15 per share. The ex-dividend date of this dividend is Monday, March 30th. This is an increase from Micron Technology’s previous quarterly dividend of $0.12. This represents a $0.60 dividend on an annualized basis and a dividend yield of 0.2%. Micron Technology’s payout ratio is 2.83%.

Insider Activity

In other news, Director Teyin M. Liu purchased 11,600 shares of the company’s stock in a transaction that occurred on Tuesday, January 13th. The shares were bought at an average cost of $337.07 per share, with a total value of $3,910,012.00. Following the completion of the transaction, the director directly owned 14,310 shares of the company’s stock, valued at approximately $4,823,471.70. This trade represents a 428.04% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Manish H. Bhatia sold 26,623 shares of the firm’s stock in a transaction dated Thursday, January 22nd. The shares were sold at an average price of $391.04, for a total transaction of $10,410,657.92. Following the transaction, the executive vice president directly owned 323,486 shares in the company, valued at $126,495,965.44. The trade was a 7.60% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders purchased 23,200 shares of company stock valued at $7,821,723 and sold 91,623 shares valued at $35,053,508. Corporate insiders own 0.24% of the company’s stock.

More Micron Technology News

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

• Positive Sentiment: Pre-market analyst momentum: UBS analyst Timothy Arcuri raised his price target and that upgrade helped spark heavy buying interest into the session as analysts continue to re-rate Micron on AI memory strength. Why Is Micron Stock Rallying 11% in Pre-Market Trading, 4/8/26?
• Positive Sentiment: Taiwan capacity expansion: Micron is acquiring Powerchip’s Taichung P5 site and launching cleanroom projects to boost DRAM and HBM production—a direct response to AI-driven memory shortages that supports revenue upside over 2026–27 as supply tightness persists. Micron Expands Taiwan DRAM Footprint To Capture Long Term AI Demand
• Positive Sentiment: Institutional accumulation & technical setup: MarketBeat and other coverage point to heavy institutional buying, technical signs of a bottom, and rising analyst estimates—factors that can sustain momentum into upcoming quarters if demand remains strong.
• Neutral Sentiment: Community / PR news: Micron announced a large community investment in Central New York—positive for ESG/PR and local relationships but unlikely to move fundamentals materially. Micron Technology (MU) Announces a Huge Community Investment in Central New York
• Neutral Sentiment: Dividend-screen mentions: Micron appears on some dividend-growth screens—an interesting signal for income-minded investors but not a primary catalyst for the stock’s AI-driven rerating. Micron Stock and 14 More ‘Dividend Growers’ With Lots of Potential
• Negative Sentiment: Analyst downgrade: Erste Group recently cut Micron from Buy to Hold, a reminder that not all coverage is uniformly bullish—downgrades can weigh on sentiment and introduce short-term volatility. Micron Technology (MU) Gets Downgraded by Analyst
• Negative Sentiment: Cyclical / valuation concerns: Several commentaries highlight that Micron’s current run is concentrated and could be a “crowded bet” tied to a cyclical AI memory supercycle; if HBM/DRAM pricing or capex timelines disappoint, the stock could see sharp mean reversion. Micron Technology: Crowded Bet On A Cyclical High

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.