5,060 Shares in Micron Technology, Inc. $MU Purchased by CHICAGO TRUST Co NA

CHICAGO TRUST Co NA purchased a new stake in shares of Micron Technology, Inc. (NASDAQ:MU) in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor purchased 5,060 shares of the semiconductor manufacturer’s stock, valued at approximately $847,000.

A number of other large investors have also added to or reduced their stakes in the stock. First Command Advisory Services Inc. increased its stake in shares of Micron Technology by 225.0% during the 2nd quarter. First Command Advisory Services Inc. now owns 221 shares of the semiconductor manufacturer’s stock worth $27,000 after purchasing an additional 153 shares during the last quarter. Howard Hughes Medical Institute bought a new position in Micron Technology during the second quarter valued at $30,000. AlphaQuest LLC increased its position in Micron Technology by 13,250.0% in the second quarter. AlphaQuest LLC now owns 267 shares of the semiconductor manufacturer’s stock worth $33,000 after buying an additional 265 shares during the last quarter. WealthCollab LLC increased its position in Micron Technology by 4,500.0% in the second quarter. WealthCollab LLC now owns 276 shares of the semiconductor manufacturer’s stock worth $34,000 after buying an additional 270 shares during the last quarter. Finally, Hilltop National Bank bought a new stake in shares of Micron Technology in the second quarter valued at $37,000. Hedge funds and other institutional investors own 80.84% of the company’s stock.

Insiders Place Their Bets

In other Micron Technology news, CFO Mark J. Murphy sold 126,000 shares of the company’s stock in a transaction dated Thursday, October 30th. The stock was sold at an average price of $225.31, for a total value of $28,389,060.00. Following the transaction, the chief financial officer directly owned 219,693 shares in the company, valued at $49,499,029.83. This represents a 36.45% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Sanjay Mehrotra sold 22,500 shares of Micron Technology stock in a transaction dated Monday, October 27th. The shares were sold at an average price of $220.72, for a total value of $4,966,200.00. Following the sale, the chief executive officer owned 446,578 shares of the company’s stock, valued at approximately $98,568,696.16. This trade represents a 4.80% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 369,852 shares of company stock valued at $79,364,303 in the last ninety days. Corporate insiders own 0.24% of the company’s stock.

Micron Technology News Roundup

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

Analysts Set New Price Targets

A number of research analysts have recently commented on the company. KGI Securities raised Micron Technology from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, September 24th. Barclays upped their price objective on shares of Micron Technology from $240.00 to $275.00 and gave the company an “overweight” rating in a report on Thursday. New Street Research reiterated a “neutral” rating on shares of Micron Technology in a research report on Tuesday, October 14th. The Goldman Sachs Group boosted their price target on shares of Micron Technology from $205.00 to $235.00 and gave the company a “neutral” rating in a research report on Thursday. Finally, Summit Insights upgraded shares of Micron Technology to a “strong-buy” rating in a research note on Tuesday, September 23rd. 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. Based on data from MarketBeat.com, the company presently has a consensus rating of “Buy” and a consensus price target of $282.61.

Micron Technology Price Performance

MU stock opened at $265.92 on Friday. The firm has a 50 day moving average of $228.36 and a 200-day moving average of $165.02. The firm has a market capitalization of $298.93 billion, a P/E ratio of 25.28, a price-to-earnings-growth ratio of 0.39 and a beta of 1.54. Micron Technology, Inc. has a 12 month low of $61.54 and a 12 month high of $268.38. The company has a current ratio of 2.46, a quick ratio of 1.79 and a debt-to-equity ratio of 0.19.

Micron Technology (NASDAQ:MU) last posted its earnings results on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.77 by $1.01. Micron Technology had a net margin of 28.15% and a return on equity of 22.71%. The business had revenue of $13.64 billion for the quarter, compared to analysts’ expectations of $12.62 billion. During the same period in the prior year, the company posted $1.79 EPS. The business’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, sell-side analysts predict that Micron Technology, Inc. will post 6.08 earnings per share for the current fiscal year.

Micron Technology Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, January 14th. Investors of record on Monday, December 29th will be paid a dividend of $0.115 per share. The ex-dividend date of this dividend is Monday, December 29th. This represents a $0.46 annualized dividend and a yield of 0.2%. Micron Technology’s dividend payout ratio (DPR) is currently 4.37%.

Micron Technology Company 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.