1834 Investment Advisors Co. Takes Position in Micron Technology, Inc. $MU

1834 Investment Advisors Co. purchased a new stake in shares of Micron Technology, Inc. (NASDAQ:MU) during the 3rd quarter, according to its most recent disclosure with the SEC. The fund purchased 1,272 shares of the semiconductor manufacturer’s stock, valued at approximately $213,000.

Several other institutional investors and hedge funds have also added to or reduced their stakes in the stock. Sagespring Wealth Partners LLC boosted its position in Micron Technology by 29.0% in the third quarter. Sagespring Wealth Partners LLC now owns 11,450 shares of the semiconductor manufacturer’s stock valued at $1,916,000 after buying an additional 2,577 shares in the last quarter. Investment House LLC lifted its stake in shares of Micron Technology by 0.6% in the 3rd quarter. Investment House LLC now owns 24,185 shares of the semiconductor manufacturer’s stock valued at $4,047,000 after acquiring an additional 150 shares during the last quarter. GDS Wealth Management boosted its holdings in shares of Micron Technology by 1.9% during the 3rd quarter. GDS Wealth Management now owns 143,348 shares of the semiconductor manufacturer’s stock valued at $23,985,000 after acquiring an additional 2,641 shares in the last quarter. Trek Financial LLC acquired a new stake in shares of Micron Technology during the 3rd quarter valued at $225,000. Finally, Mn Services Vermogensbeheer B.V. grew its position in Micron Technology by 2.0% during the 3rd quarter. Mn Services Vermogensbeheer B.V. now owns 426,000 shares of the semiconductor manufacturer’s stock worth $71,278,000 after acquiring an additional 8,200 shares during the last quarter. Institutional investors own 80.84% of the company’s stock.

Insiders Place Their Bets

In other Micron Technology news, CEO Sanjay Mehrotra sold 11,898 shares of the firm’s stock in a transaction that occurred on Wednesday, October 29th. The stock was sold at an average price of $230.53, for a total value of $2,742,845.94. Following the completion of the sale, the chief executive officer owned 419,680 shares of the company’s stock, valued at approximately $96,748,830.40. This trade represents a 2.76% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, Director Teyin M. Liu acquired 11,600 shares of the firm’s stock in a transaction dated Wednesday, January 14th. The shares were purchased at an average price of $337.22 per share, with a total value of $3,911,752.00. Following the acquisition, the director owned 25,910 shares of the company’s stock, valued at approximately $8,737,370.20. This represents a 81.06% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. In the last quarter, insiders have sold 183,000 shares of company stock valued at $42,656,288. 0.24% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

A number of analysts have recently commented on the company. New Street Research reissued a “neutral” rating on shares of Micron Technology in a research note on Tuesday, October 14th. 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. Citigroup upped their price target on shares of Micron Technology from $330.00 to $385.00 and gave the company a “buy” rating in a research report on Thursday, January 15th. The Goldman Sachs Group lifted their price target on shares of Micron Technology from $205.00 to $235.00 and gave the stock a “neutral” rating in a report on Thursday, December 18th. Finally, Itau BBA Securities restated an “outperform” rating on shares of Micron Technology in a report on Thursday, December 18th. Four analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Buy” and an average target price of $346.66.

More Micron Technology News

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

• Positive Sentiment: HSBC raised its price target to $500 and kept a Buy rating — the firm sees meaningful upside to MU shares versus current levels and joins other shops increasing targets, amplifying buying interest.
• Positive Sentiment: Stifel bumped its price target to $360 while maintaining a Buy, citing AI cloud demand and strategic fab moves as margin and supply levers. Stifel Raises Micron Technology (MU) Price Target to $360, Keeps Buy Rating
• Positive Sentiment: TD Cowen raised its price target to $450 — another large upward revision that reinforces the consensus of improving fundamentals driven by AI-related memory demand. TD Cowen Increases Micron Technology (NASDAQ:MU) Price Target to $450.00
• Positive Sentiment: Rosenblatt, William Blair and other shops initiated/maintained bullish ratings (Outperform/Buy), increasing institutional attention and demand for shares ahead of results.
• Positive Sentiment: Recent coverage highlights a structural AI memory supercycle and calls Micron a key AI enabler — research pieces and commentary argue DRAM/HBM shortages should sustain elevated pricing and margins. Micron: This Party Is Just Getting Started
• Positive Sentiment: Insider buying: a reported $7.8M purchase by Micron insider Teyin Liu supports management confidence in the business outlook. Micron insider Teyin Liu just bought $7.8 million in MU stock. Should you buy shares too?
• Neutral Sentiment: Company commentary and CEO remarks emphasize a memory shortage and long lead times — bullish for pricing but also a reminder Micron is investing to expand capacity, which entails heavy capex. Micron CEO Calls Memory ‘Key Enabler’ Of AI As It Tackles ‘Long Lead Time’ To Address Chip Shortage
• Neutral Sentiment: Micron is spending on new fabs (reported $1.8B for a site) — strategic for long-term share but increases near-term capex and execution risk. As Micron spends $1.8 billion on a new chip fab site, should you buy MU stock?
• Neutral Sentiment: Analysts and preview pieces expect another very strong quarter; upcoming results will be a near-term catalyst and could amplify the move either way. Here’s What to Expect From Micron Technology’s Next Earnings Report

Micron Technology Stock Up 0.5%

Shares of NASDAQ MU opened at $399.65 on Monday. The company has a quick ratio of 1.78, a current ratio of 2.46 and a debt-to-equity ratio of 0.19. The firm has a market cap of $449.81 billion, a PE ratio of 37.99 and a beta of 1.50. The company’s fifty day simple moving average is $281.71 and its 200 day simple moving average is $201.97. Micron Technology, Inc. has a 12-month low of $61.54 and a 12-month high of $412.43.

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

Micron Technology Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Wednesday, January 14th. Shareholders of record on Monday, December 29th were issued a $0.115 dividend. The ex-dividend date was Monday, December 29th. This represents a $0.46 annualized dividend and a yield of 0.1%. Micron Technology’s dividend payout ratio is presently 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.