April Arnzen Sells 15,000 Shares of Micron Technology (NASDAQ:MU) Stock

Micron Technology, Inc. (NASDAQ:MU) EVP April Arnzen sold 15,000 shares of the company’s stock in a transaction on Monday, December 22nd. The shares were sold at an average price of $277.09, for a total value of $4,156,350.00. Following the completion of the transaction, the executive vice president directly owned 165,618 shares in the company, valued at approximately $45,891,091.62. This represents a 8.30% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website.

Micron Technology Stock Up 3.9%

MU opened at $286.98 on Thursday. The stock has a fifty day moving average of $233.72 and a 200-day moving average of $168.67. The company has a market capitalization of $323.00 billion, a P/E ratio of 27.28, a P/E/G ratio of 0.17 and a beta of 1.54. Micron Technology, Inc. has a fifty-two week low of $61.54 and a fifty-two week high of $289.30. The company has a debt-to-equity ratio of 0.19, a quick ratio of 1.78 and a current ratio of 2.46.

Micron Technology (NASDAQ:MU) last released 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 business had revenue of $13.64 billion for the quarter, compared to analyst estimates of $12.62 billion. During the same period last year, the firm earned $1.79 earnings per share. Micron Technology’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. On average, equities analysts expect that Micron Technology, Inc. will post 6.08 EPS for the current year.

Micron Technology Dividend Announcement

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 dividend on an annualized basis and a yield of 0.2%. The ex-dividend date is Monday, December 29th. Micron Technology’s dividend payout ratio (DPR) is 4.37%.

Hedge Funds Weigh In On Micron Technology

A number of institutional investors have recently added to or reduced their stakes in the stock. American Capital Advisory LLC grew its stake in shares of Micron Technology by 20.4% during the third quarter. American Capital Advisory LLC now owns 272 shares of the semiconductor manufacturer’s stock worth $46,000 after buying an additional 46 shares during the last quarter. Winthrop Capital Management LLC lifted its stake in shares of Micron Technology by 4.0% in the 3rd quarter. Winthrop Capital Management LLC now owns 1,234 shares of the semiconductor manufacturer’s stock valued at $206,000 after acquiring an additional 47 shares during the last quarter. Main Street Research LLC boosted its holdings in shares of Micron Technology by 0.8% during the 3rd quarter. Main Street Research LLC now owns 5,976 shares of the semiconductor manufacturer’s stock valued at $1,000,000 after acquiring an additional 47 shares in the last quarter. Vivaldi Capital Management LP grew its position in Micron Technology by 2.6% during the 3rd quarter. Vivaldi Capital Management LP now owns 1,940 shares of the semiconductor manufacturer’s stock worth $325,000 after acquiring an additional 49 shares during the last quarter. Finally, Teamwork Financial Advisors LLC increased its holdings in Micron Technology by 0.4% in the 3rd quarter. Teamwork Financial Advisors LLC now owns 14,974 shares of the semiconductor manufacturer’s stock worth $2,505,000 after purchasing an additional 53 shares in the last quarter. 80.84% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting Micron Technology

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

• Positive Sentiment: Blowout Q1 results and forward visibility — Micron beat revenue and EPS estimates, reported strong margins and said HBM capacity is sold out through 2026 with much pricing locked, giving multi‑quarter revenue and margin visibility. Read More.
• Positive Sentiment: HBM supply tightness supports pricing power — industry coverage argues constrained HBM supply through 2026–27, boosting HBM pricing and underpinning Micron’s margin expansion and data‑center revenue share gains. Read More.
• Positive Sentiment: Strategic CapEx and product road‑map — Micron is accelerating domestic capacity (Idaho fab timing pulled forward) and sampling next‑gen HBM4, positioning it to capture AI GPU share as demand stays strong. Read More.
• Positive Sentiment: Analyst upgrades & higher targets — multiple firms raised ratings/targets (median targets rising, some bullish calls into the $300–$500 range), which fuels buying and institutional window‑dressing into year‑end. Read More.
• Neutral Sentiment: Broader market tailwind — strength in major indices and the AI trade lifted many infrastructure names, helping momentum flow into Micron alongside sector leadership. Read More.
• Negative Sentiment: Insider selling and concentration of sales — recent SEC filings show directors/executives sold shares (e.g., Steven Gomo, April Arnzen) and datasets report many insider sales over months, which some investors view as a cautionary signal. Read More.
• Negative Sentiment: Valuation and mean‑reversion risk — commentators warn the rapid run may overshoot near‑term fundamentals; high CapEx, fab execution risk or easing HBM prices could cause sharp reversals. Read More.

Wall Street Analysts Forecast Growth

Several analysts have recently issued reports on the company. Barclays increased their target price on Micron Technology from $240.00 to $275.00 and gave the stock an “overweight” rating in a report on Thursday, December 18th. Citigroup increased their price objective on shares of Micron Technology from $300.00 to $330.00 and gave the stock a “buy” rating in a research note on Thursday, December 18th. Wells Fargo & Company boosted their target price on shares of Micron Technology from $300.00 to $335.00 and gave the company an “overweight” rating in a research report on Thursday, December 18th. Bank of America raised shares of Micron Technology from a “neutral” rating to a “buy” rating and upped their price target for the stock from $250.00 to $300.00 in a report on Thursday, December 18th. Finally, Wall Street Zen upgraded shares of Micron Technology from a “buy” rating to a “strong-buy” rating in a research report on Sunday, November 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, Micron Technology presently has an average rating of “Buy” and an average target price of $282.61.

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.