Aviance Capital Partners LLC bought a new position in Micron Technology, Inc. (NASDAQ:MU – Free Report) in the 3rd quarter, according to its most recent disclosure with the SEC. The firm bought 1,410 shares of the semiconductor manufacturer’s stock, valued at approximately $236,000.
Several other hedge funds and other institutional investors also recently modified their holdings of MU. Barnes Dennig Private Wealth Management LLC purchased a new position in shares of Micron Technology during the 3rd quarter worth approximately $27,000. First Command Advisory Services Inc. lifted its stake in shares of Micron Technology by 225.0% in the 2nd quarter. First Command Advisory Services Inc. now owns 221 shares of the semiconductor manufacturer’s stock valued at $27,000 after purchasing an additional 153 shares during the period. Howard Hughes Medical Institute bought a new stake in shares of Micron Technology during the second quarter valued at approximately $30,000. AlphaQuest LLC grew its stake 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 purchasing an additional 265 shares during the period. Finally, American Capital Advisory LLC grew its stake in Micron Technology by 20.4% in the third quarter. American Capital Advisory LLC now owns 272 shares of the semiconductor manufacturer’s stock worth $46,000 after purchasing an additional 46 shares during the period. Hedge funds and other institutional investors own 80.84% of the company’s stock.
Analyst Ratings Changes
Several brokerages have commented on MU. Bank of America raised their price objective on Micron Technology from $300.00 to $400.00 and gave the company a “buy” rating in a research report on Tuesday, January 13th. Rosenblatt Securities reissued a “buy” rating and set a $300.00 price target on shares of Micron Technology in a research report on Monday, December 15th. Summit Insights raised shares of Micron Technology to a “strong-buy” rating in a research note on Tuesday, September 23rd. Barclays raised their target price on shares of Micron Technology from $275.00 to $450.00 and gave the company an “overweight” rating in a research note on Friday. Finally, Wedbush set a $320.00 target price on shares of Micron Technology in a report on Thursday, December 18th. Five research analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Buy” and an average target price of $326.66.
Trending Headlines about Micron Technology
Here are the key news stories impacting Micron Technology this week:
- Positive Sentiment: Micron celebrated the official groundbreaking for its planned New York “megafab” — a multi‑year, large‑scale investment that underpins long‑term capacity growth for AI DRAM/NAND demand and signals strong political and local support. Read More.
- Positive Sentiment: High‑profile insider buys: former TSMC co‑CEO Mark Liu purchased several million dollars of MU shares and director Teyin M. Liu disclosed a ~$3.9M purchase — management and industry veteran buying is a strong confidence signal for investors. Read More.
- Positive Sentiment: Wall Street lifted targets and coverage: Cantor Fitzgerald and others raised targets (Cantor to $450), RBC initiated with Outperform, Wells Fargo and Citi raised theirs — these notes broaden institutional demand and support higher valuations. Read More.
- Positive Sentiment: Analyst/market commentary points to strong AI data‑center demand and Micron’s HBM ramp, reinforcing revenue/margin upside expectations tied to the AI memory shortage. Read More.
- Neutral Sentiment: Media coverage highlights MU as a top semiconductor/AI pick (Zacks, Investopedia): helps attract flows, but also places MU into a crowded thematic trade that can amplify intra‑day moves. Read More.
- Neutral Sentiment: CEO and company commentary emphasize ongoing AI memory tightness — bullish for fundamentals but timing/size of revenue realization remains the key variable for investors. Read More.
- Negative Sentiment: Risk/volatility reminders: analysts and commentators note MU’s history of sharp drawdowns and the potential for profit‑taking after a massive rerating, which raises short‑term downside risk despite strong momentum. Read More.
- Negative Sentiment: Competition/rotation risk: some analysts warn other AI chip names could soak up investor flows, and thematic rotation could redirect capital away from memory names if expectations shift. Read More.
Insider Activity
In related news, EVP Scott J. Deboer sold 82,000 shares of the stock in a transaction on 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 of the company’s stock, valued at $34,345,047.45. This trade represents a 34.72% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, Director Teyin M. Liu acquired 11,600 shares of Micron Technology stock in a transaction that occurred on Wednesday, January 14th. The stock was acquired at an average price of $337.22 per share, with a total value of $3,911,752.00. Following the completion of the acquisition, the director directly owned 25,910 shares in the company, valued at $8,737,370.20. This represents a 81.06% increase in their position. The disclosure for this purchase is available in the SEC filing. Over the last 90 days, insiders sold 307,261 shares of company stock valued at $69,906,762. Corporate insiders own 0.24% of the company’s stock.
Micron Technology Stock Up 7.8%
Shares of Micron Technology stock opened at $362.75 on Monday. The company has a 50-day simple moving average of $267.89 and a two-hundred day simple moving average of $192.79. The stock has a market capitalization of $408.28 billion, a PE ratio of 34.48, a price-to-earnings-growth ratio of 0.22 and a beta of 1.50. Micron Technology, Inc. has a 52-week low of $61.54 and a 52-week high of $365.81. 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 – Get Free Report) last announced its quarterly earnings results on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 earnings per share for the quarter, beating 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 company had revenue of $13.64 billion during the quarter, compared to the consensus estimate of $12.62 billion. During the same quarter last year, the firm earned $1.79 earnings per share. The firm’s quarterly revenue 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, analysts anticipate that Micron Technology, Inc. will post 6.08 EPS for the current fiscal year.
Micron Technology Dividend Announcement
The firm also recently declared a quarterly dividend, which was paid on Wednesday, January 14th. Stockholders of record on Monday, December 29th were paid a $0.115 dividend. The ex-dividend date was Monday, December 29th. This represents a $0.46 annualized dividend and a dividend yield of 0.1%. Micron Technology’s payout ratio 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.
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