Braun Stacey Associates Inc. Has $35.73 Million Stock Position in Micron Technology, Inc. $MU

Braun Stacey Associates Inc. lifted its holdings in Micron Technology, Inc. (NASDAQ:MU) by 2.0% during the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 213,535 shares of the semiconductor manufacturer’s stock after acquiring an additional 4,190 shares during the period. Micron Technology makes up approximately 1.2% of Braun Stacey Associates Inc.’s investment portfolio, making the stock its 19th largest position. Braun Stacey Associates Inc.’s holdings in Micron Technology were worth $35,729,000 at the end of the most recent quarter.

A number of other hedge funds have also bought and sold shares of MU. Brighton Jones LLC boosted its holdings in Micron Technology by 18.3% in the 4th quarter. Brighton Jones LLC now owns 6,318 shares of the semiconductor manufacturer’s stock valued at $532,000 after purchasing an additional 976 shares during the period. First Manhattan CO. LLC. raised its position in shares of Micron Technology by 25.2% in the first quarter. First Manhattan CO. LLC. now owns 9,554 shares of the semiconductor manufacturer’s stock valued at $831,000 after buying an additional 1,925 shares in the last quarter. Alyeska Investment Group L.P. bought a new stake in shares of Micron Technology in the first quarter valued at approximately $11,217,000. AlTi Global Inc. bought a new stake in shares of Micron Technology in the first quarter valued at approximately $259,000. Finally, Advisors Asset Management Inc. grew its position in Micron Technology by 151.7% during the first quarter. Advisors Asset Management Inc. now owns 31,599 shares of the semiconductor manufacturer’s stock worth $2,746,000 after buying an additional 19,045 shares in the last quarter. 80.84% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

A number of analysts have recently weighed in on MU shares. Sanford C. Bernstein reiterated an “outperform” rating on shares of Micron Technology in a research report on Thursday, December 18th. TD Cowen boosted their price target on Micron Technology from $275.00 to $300.00 and gave the company a “buy” rating in a research note on Thursday, December 18th. Wall Street Zen upgraded shares of Micron Technology from a “buy” rating to a “strong-buy” rating in a research note on Sunday, November 23rd. Rosenblatt Securities reissued a “buy” rating and issued a $300.00 target price on shares of Micron Technology in a report on Monday, December 15th. Finally, Wolfe Research upped their price target on shares of Micron Technology from $300.00 to $350.00 and gave the stock an “outperform” rating in a report on Thursday, December 18th. Five 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 MarketBeat, the stock currently has a consensus rating of “Buy” and a consensus target price of $282.61.

Insider Activity at Micron Technology

In other news, CAO Scott R. Allen sold 8,800 shares of the stock in a transaction on Monday, October 20th. The stock was sold at an average price of $210.02, for a total value of $1,848,176.00. Following the completion of the transaction, the chief accounting officer directly owned 40,237 shares in the company, valued at approximately $8,450,574.74. This represents a 17.95% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP April S. Arnzen sold 15,000 shares of the stock in a transaction dated 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 owned 165,618 shares of the company’s stock, valued at $45,891,091.62. This represents a 8.30% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 349,163 shares of company stock valued at $77,822,318. 0.24% of the stock is owned by company insiders.

Micron Technology Stock Down 2.3%

Shares of NASDAQ MU opened at $285.84 on Friday. The company has a market cap of $321.71 billion, a price-to-earnings ratio of 27.17, a PEG ratio of 0.18 and a beta of 1.54. The company has a current ratio of 2.46, a quick ratio of 1.78 and a debt-to-equity ratio of 0.19. Micron Technology, Inc. has a 12 month low of $61.54 and a 12 month high of $298.83. The stock has a 50-day moving average price of $243.94 and a two-hundred day moving average price of $175.54.

Micron Technology (NASDAQ:MU) last posted 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 company had revenue of $13.64 billion for the quarter, compared to the consensus estimate of $12.62 billion. Micron Technology had a net margin of 28.15% and a return on equity of 22.71%. The firm’s quarterly revenue was up 56.7% compared to the same quarter last year. During the same period last year, the company posted $1.79 EPS. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. As a group, analysts forecast that Micron Technology, Inc. will post 6.08 earnings per share for the current fiscal year.

Micron Technology Dividend Announcement

The business also recently announced 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 dividend yield of 0.2%. The ex-dividend date of this dividend is Monday, December 29th. Micron Technology’s payout ratio is presently 4.37%.

Micron Technology News Summary

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

• Positive Sentiment: Strong fundamentals: Micron reported a big beat in its latest quarter (EPS and revenue well above consensus), underpinning continued investor confidence in margins and cash generation. Micron Technology (MU) Soars to All-Time High Ahead of Dividend Payout
• Positive Sentiment: AI/HBM tailwind: Micron is a key supplier of high-bandwidth memory and has effectively sold out 2026 HBM capacity, giving it pricing power and strong revenue visibility into AI data-center buildouts. The 3 Stocks That Crushed the S&P 500 in 2025
• Positive Sentiment: NAND momentum: NAND revenues have risen meaningfully (now a larger slice of sales), helping diversify Micron’s mix and capture more of AI/data-center spend. Micron Technology’s NAND Revenues Reach $2.7B: Is It a Growth Lever?
• Neutral Sentiment: Options and flows: Elevated options activity and lighter holiday trading can amplify intraday moves, making short-term price action more volatile without changing the underlying fundamentals. Unpacking the Latest Options Trading Trends in Micron Technology
• Neutral Sentiment: Long-term performance narratives: Coverage highlighting Micron’s huge multi-year gains and the stock’s status as a top 2025 performer reinforces buy-and-hold stories but can also encourage rotation. If You Invested $1000 In Micron Technology Stock 15 Years Ago, You Would Have This Much Today
• Negative Sentiment: Thin holiday volume and profit-taking: Several outlets note the stock eased amid light holiday trading and investors taking profits after a massive 2025 run — this increases downside pressure on quieter sessions. Micron (MU) Stock; Slips on Thin Holiday Volume as AI Memory Tailwinds Dominate Outlook
• Negative Sentiment: Analyst pushback and downgrades: Some analysts and commentary pieces have flagged valuation and timing risks, with at least one notable ratings downgrade and sell-side caution that could pressure sentiment. Micron – Timing Might Be Everything (Ratings Downgrade)
• Negative Sentiment: Sell recommendations / valuation concerns: Some outlets have issued sell or cautious takes citing high near-term multiples after the rally, which can accelerate short-term outflows. Micron Technology (MU): A Sell Recommendation Amid High Valuations

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.