Central Bank & Trust Co. Purchases Shares of 4,614 Micron Technology, Inc. $MU

Central Bank & Trust Co. purchased a new stake in Micron Technology, Inc. (NASDAQ:MU) during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm purchased 4,614 shares of the semiconductor manufacturer’s stock, valued at approximately $772,000.

Other institutional investors have also made changes to their positions in the company. Teamwork Financial Advisors LLC boosted its stake in Micron Technology by 0.4% during the 3rd quarter. Teamwork Financial Advisors LLC now owns 14,974 shares of the semiconductor manufacturer’s stock valued at $2,505,000 after purchasing an additional 53 shares during the period. 1620 Investment Advisors Inc. lifted its holdings in shares of Micron Technology by 5.7% during the third quarter. 1620 Investment Advisors Inc. now owns 1,467 shares of the semiconductor manufacturer’s stock worth $245,000 after buying an additional 79 shares during the last quarter. Central Valley Advisors LLC lifted its holdings in shares of Micron Technology by 3.1% during the third quarter. Central Valley Advisors LLC now owns 2,789 shares of the semiconductor manufacturer’s stock worth $467,000 after buying an additional 83 shares during the last quarter. 180 Wealth Advisors LLC boosted its position in shares of Micron Technology by 1.9% in the second quarter. 180 Wealth Advisors LLC now owns 5,235 shares of the semiconductor manufacturer’s stock valued at $645,000 after acquiring an additional 99 shares during the period. Finally, SilverOak Wealth Management LLC grew its stake in shares of Micron Technology by 3.5% in the second quarter. SilverOak Wealth Management LLC now owns 2,955 shares of the semiconductor manufacturer’s stock worth $364,000 after acquiring an additional 100 shares during the last quarter. 80.84% of the stock is currently owned by institutional investors.

Key Stores Impacting Micron Technology

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

• Positive Sentiment: Blowout Q1 results and blowout guidance — revenue and EPS beat estimates and management issued guidance well above consensus, implying materially stronger 2026 growth and margins, which is the primary driver of the rally. Micron’s Q1 Results Say “AI Bubble Is Far From Bursting”
• Positive Sentiment: “Sold‑out” HBM and runaway AI memory demand — management said HBM capacity is tight and orders are sold out, supporting a large addressable market for AI accelerators and pricing/margin upside. Micron stock pops 14% as AI memory demand soars: ‘We are more than sold out’
• Positive Sentiment: Analyst upgrades and price‑target increases — multiple firms raised ratings and targets after the print (JPMorgan, UBS, Wolfe, Citigroup and others), which amplifies buy-side momentum and raises consensus expectations. Micron Stock Jumps On ‘Stunning’ Quarterly Results, Guidance
• Positive Sentiment: Sector/ETF spillover — cooler inflation and the earnings surprise helped tech/AI ETFs rally, drawing incremental flows into names with large AI exposure like MU. Inflation Cools, Micron Shines: Tech ETFs Catch Tailwind
• Neutral Sentiment: Dividend declaration adds a small yield and signals confidence, but it is modest relative to market moves and not the main catalyst.
• Negative Sentiment: Large insider selling noted in public data — many recent sales by senior executives could be read as liquidity-taking and may add pressure or caution for some investors. Micron Technology Stock (MU) Opinions on Recent Earnings Beat
• Negative Sentiment: Valuation and sustainability questions — some analysts and outlets warn the beat may have baked in aggressive assumptions about how long supply tightness and pricing persist; that raises the risk of sharp swings if demand or pricing normalizes. Micron’s Blowout Results Are Bad News for Anyone Buying a New Phone or PC Next Year

Insider Buying and Selling

In related news, EVP April S. Arnzen sold 15,000 shares of Micron Technology stock in a transaction dated Tuesday, September 30th. The shares were sold at an average price of $164.04, for a total transaction of $2,460,600.00. Following the completion of the transaction, the executive vice president directly owned 131,580 shares of the company’s stock, valued at $21,584,383.20. This trade represents a 10.23% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Scott J. Deboer sold 82,000 shares of the company’s stock in a transaction dated Monday, October 27th. The stock was sold at an average price of $222.81, for a total transaction of $18,270,420.00. Following the sale, the executive vice president directly owned 154,145 shares in the company, valued at $34,345,047.45. This represents a 34.72% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 369,852 shares of company stock valued at $79,364,303. 0.24% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

Several equities analysts recently commented on MU shares. Itau BBA Securities reiterated an “outperform” rating on shares of Micron Technology in a research note on Thursday. Wells Fargo & Company boosted their price objective on shares of Micron Technology from $300.00 to $335.00 and gave the stock an “overweight” rating in a report on Thursday. TD Cowen upped their price objective on shares of Micron Technology from $275.00 to $300.00 and gave the company a “buy” rating in a research report on Thursday. KGI Securities upgraded shares of Micron Technology from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, September 24th. Finally, BNP Paribas upgraded Micron Technology from a “strong sell” rating to a “strong-buy” rating in a research note on Monday, October 13th. Five analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and three have issued a Hold rating to the company. According to MarketBeat, the stock currently has an average rating of “Buy” and a consensus target price of $282.61.

Micron Technology Stock Performance

NASDAQ MU opened at $265.92 on Friday. Micron Technology, Inc. has a twelve month low of $61.54 and a twelve month high of $268.38. The company has a quick ratio of 1.79, a current ratio of 2.46 and a debt-to-equity ratio of 0.19. The stock has a market cap of $298.93 billion, a P/E ratio of 25.28, a PEG ratio of 0.37 and a beta of 1.54. The company’s 50-day simple moving average is $228.36 and its 200 day simple moving average is $164.59.

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

Micron Technology Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, January 14th. Shareholders of record on Monday, December 29th will be paid a dividend of $0.115 per share. This represents a $0.46 annualized dividend and a yield of 0.2%. The ex-dividend date is Monday, December 29th. Micron Technology’s dividend payout ratio is currently 6.06%.

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.