Farther Finance Advisors LLC Raises Holdings in Micron Technology, Inc. $MU

Farther Finance Advisors LLC increased its stake in shares of Micron Technology, Inc. (NASDAQ:MU) by 73.4% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 22,064 shares of the semiconductor manufacturer’s stock after acquiring an additional 9,336 shares during the period. Farther Finance Advisors LLC’s holdings in Micron Technology were worth $3,692,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors also recently bought and sold shares of MU. Parcion Private Wealth LLC acquired a new position in Micron Technology in the 3rd quarter worth about $403,000. Patton Fund Management Inc. purchased a new stake in shares of Micron Technology in the third quarter valued at approximately $5,121,000. HBK Sorce Advisory LLC raised its stake in shares of Micron Technology by 10.9% during the 3rd quarter. HBK Sorce Advisory LLC now owns 6,571 shares of the semiconductor manufacturer’s stock worth $1,099,000 after buying an additional 648 shares during the period. S.A. Mason LLC lifted its position in shares of Micron Technology by 8.5% during the 3rd quarter. S.A. Mason LLC now owns 1,275 shares of the semiconductor manufacturer’s stock valued at $213,000 after buying an additional 100 shares in the last quarter. Finally, OFI Invest Asset Management grew its position in shares of Micron Technology by 206.1% in the third quarter. OFI Invest Asset Management now owns 3,624 shares of the semiconductor manufacturer’s stock valued at $606,000 after purchasing an additional 2,440 shares during the period. 80.84% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of equities research analysts have recently issued reports on MU shares. Citigroup upped their target price on shares of Micron Technology from $300.00 to $330.00 and gave the stock a “buy” rating in a report on Thursday, December 18th. Susquehanna boosted their price objective on Micron Technology from $200.00 to $300.00 and gave the stock a “positive” rating in a research note on Monday, December 8th. Morgan Stanley raised their target price on Micron Technology from $338.00 to $350.00 and gave the stock an “overweight” rating in a research note on Thursday, December 18th. Mizuho lifted their price target on Micron Technology from $270.00 to $290.00 and gave the stock an “outperform” rating in a report on Thursday, December 18th. Finally, Cowen restated a “buy” rating on shares of Micron Technology in a research report on Thursday, December 11th. Five research analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Buy” and a consensus target price of $282.61.

Key Micron Technology News

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.

Micron Technology Stock Up 3.9%

Shares of MU opened at $286.98 on Thursday. The company’s 50-day moving average price is $233.72 and its 200 day moving average price is $168.67. Micron Technology, Inc. has a 12-month low of $61.54 and a 12-month high of $289.30. The company has a current ratio of 2.46, a quick ratio of 1.78 and a debt-to-equity ratio of 0.19. The firm has a market cap of $323.00 billion, a P/E ratio of 27.28, a price-to-earnings-growth ratio of 0.17 and a beta of 1.54.

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

Micron Technology Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, January 14th. Stockholders of record on Monday, December 29th will be paid a $0.115 dividend. The ex-dividend date of this dividend is Monday, December 29th. This represents a $0.46 dividend on an annualized basis and a dividend yield of 0.2%. Micron Technology’s payout ratio is presently 4.37%.

Insider Transactions at Micron Technology

In related news, CFO Mark J. Murphy sold 126,000 shares of the stock in a transaction dated Thursday, October 30th. The stock was sold at an average price of $225.31, for a total transaction of $28,389,060.00. Following the transaction, the chief financial officer owned 219,693 shares of the company’s stock, valued at approximately $49,499,029.83. This represents a 36.45% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Steven J. Gomo sold 5,000 shares of Micron Technology stock in a transaction dated Friday, December 19th. The shares were sold at an average price of $263.63, for a total value of $1,318,150.00. Following the completion of the transaction, the director directly owned 19,139 shares of the company’s stock, valued at approximately $5,045,614.57. This represents a 20.71% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 384,300 shares of company stock worth $83,974,468. 0.24% of the stock is owned by corporate insiders.

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.