Chicago Partners Investment Group LLC Increases Stake in Micron Technology, Inc. $MU

Chicago Partners Investment Group LLC boosted its holdings in shares of Micron Technology, Inc. (NASDAQ:MU) by 8.3% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 19,664 shares of the semiconductor manufacturer’s stock after buying an additional 1,512 shares during the quarter. Chicago Partners Investment Group LLC’s holdings in Micron Technology were worth $3,290,000 as of its most recent SEC filing.

Several other institutional investors have also modified their holdings of MU. Orleans Capital Management Corp LA purchased a new stake in Micron Technology during the 2nd quarter worth about $256,000. Cary Street Partners Financial LLC raised its position in shares of Micron Technology by 25.0% during the 2nd quarter. Cary Street Partners Financial LLC now owns 26,132 shares of the semiconductor manufacturer’s stock worth $3,221,000 after acquiring an additional 5,233 shares in the last quarter. Wealthspire Advisors LLC lifted its stake in Micron Technology by 27.8% during the second quarter. Wealthspire Advisors LLC now owns 14,754 shares of the semiconductor manufacturer’s stock worth $1,818,000 after purchasing an additional 3,208 shares during the last quarter. KLP Kapitalforvaltning AS lifted its stake in Micron Technology by 6.2% during the second quarter. KLP Kapitalforvaltning AS now owns 403,105 shares of the semiconductor manufacturer’s stock worth $49,683,000 after purchasing an additional 23,600 shares during the last quarter. Finally, WealthBridge Capital Management LLC acquired a new position in Micron Technology in the second quarter valued at approximately $210,000. Institutional investors and hedge funds own 80.84% of the company’s stock.

Key Micron Technology News

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

• Positive Sentiment: Wall Street price-target upgrades and buy ratings are piling in, reinforcing bullish momentum and institutional demand; analysts cited AI/cloud memory strength and margin leverage when raising targets. Stifel Raises Micron Price Target
• Positive Sentiment: Micron’s strategic acquisition of a Taiwan fabrication site (reported ~$1.8B) and executive comments that AI customers are buying through product lines have convinced investors the company can lock in pricing power and secure supply for years. Why MU Stock is Surging
• Positive Sentiment: Company commentary and coverage note “100% sell-through” of certain AI memory products to large cloud/AI customers and continued fab/megafab expansion (New York groundbreaking), supporting sustained revenue and margin upside. Megafab Groundbreaking & Taiwan Deal
• Neutral Sentiment: Shareholders approved leadership/governance changes at the annual meeting, reducing activism risk and clearing the path for management’s strategic plans. Shareholders Back Governance Changes
• Neutral Sentiment: Technical/order-flow signals (Power Inflow alerts) and heavy retail/institutional chatter have amplified intraday momentum — helpful for short-term traders but adds volatility risk. Trading Signal Coverage
• Negative Sentiment: Short interest has grown materially in recent reporting, which can amplify volatility on any negative headlines or profit-taking. Short Interest Rises
• Negative Sentiment: Insider selling has been heavy (many senior execs recorded sales over the past 6 months), a datapoint some investors view as a caution even amid strong institutional buying. Insider Trading & Institutional Flows

Micron Technology Price Performance

Micron Technology stock opened at $389.11 on Thursday. The company has a debt-to-equity ratio of 0.19, a current ratio of 2.46 and a quick ratio of 1.78. The business has a 50 day simple moving average of $275.45 and a 200-day simple moving average of $197.54. Micron Technology, Inc. has a 12 month low of $61.54 and a 12 month high of $394.20. The stock has a market capitalization of $437.95 billion, a PE ratio of 36.99 and a beta of 1.50.

Micron Technology (NASDAQ:MU) last announced its quarterly earnings data on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.77 by $1.01. The company had revenue of $13.64 billion for 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%. Micron Technology’s revenue was up 56.7% compared to the same quarter last year. During the same period in the previous year, the company posted $1.79 EPS. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. Equities analysts predict 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 was paid on Wednesday, January 14th. Investors of record on Monday, December 29th were given a $0.115 dividend. The ex-dividend date was Monday, December 29th. This represents a $0.46 dividend on an annualized basis and a yield of 0.1%. Micron Technology’s dividend payout ratio (DPR) is presently 4.37%.

Wall Street Analyst Weigh In

A number of research firms have weighed in on MU. Barclays raised their price objective on shares of Micron Technology from $275.00 to $450.00 and gave the stock an “overweight” rating in a report on Friday, January 16th. New Street Research reiterated a “neutral” rating on shares of Micron Technology in a research note on Tuesday, October 14th. Itau BBA Securities restated an “outperform” rating on shares of Micron Technology in a research note on Thursday, December 18th. Deutsche Bank Aktiengesellschaft raised their price objective on Micron Technology from $200.00 to $280.00 and gave the stock a “buy” rating in a report on Tuesday, December 9th. Finally, UBS Group boosted their target price on Micron Technology from $300.00 to $400.00 and gave the company a “buy” rating in a report on Wednesday, January 7th. Four analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and three have given a Hold rating to the company. According to MarketBeat.com, the company currently has an average rating of “Buy” and a consensus target price of $340.79.

Insider Buying and Selling

In related news, EVP April S. Arnzen sold 15,000 shares of Micron Technology stock in a transaction that occurred on Monday, December 22nd. The stock was sold at an average price of $277.09, for a total value of $4,156,350.00. Following the sale, the executive vice president directly owned 165,618 shares in the company, valued at $45,891,091.62. The trade was a 8.30% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, Director Teyin M. Liu acquired 11,600 shares of the business’s stock in a transaction 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 transaction, the director directly owned 25,910 shares of the company’s stock, 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. Insiders have sold 287,500 shares of company stock worth $65,892,908 in the last three months. Company insiders own 0.24% of the company’s stock.

Micron Technology 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.