Micron Technology (NASDAQ:MU) EVP Manish Bhatia Sells 26,623 Shares of Stock

Micron Technology, Inc. (NASDAQ:MU) EVP Manish Bhatia sold 26,623 shares of Micron Technology stock in a transaction dated Thursday, January 22nd. The shares were sold at an average price of $391.04, for a total value of $10,410,657.92. Following the completion of the transaction, the executive vice president owned 323,486 shares of the company’s stock, valued at $126,495,965.44. The trade was a 7.60% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this link.

Micron Technology Stock Down 2.6%

MU stock opened at $389.09 on Tuesday. The company’s 50 day moving average price is $284.66 and its 200 day moving average price is $203.84. 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, Inc. has a fifty-two week low of $61.54 and a fifty-two week high of $412.43. The firm has a market capitalization of $437.92 billion, a price-to-earnings ratio of 36.99 and a beta of 1.50.

Micron Technology (NASDAQ:MU) last issued its quarterly earnings results on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates 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 in the previous year, the firm earned $1.79 earnings per share. The firm’s quarterly revenue was up 56.7% on a year-over-year basis. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. On average, equities research analysts anticipate that Micron Technology, Inc. will post 6.08 EPS for the current fiscal year.

Micron Technology Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Wednesday, January 14th. Shareholders 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 dividend on an annualized basis and a yield of 0.1%. Micron Technology’s dividend payout ratio (DPR) is currently 4.37%.

Institutional Trading of Micron Technology

A number of large investors have recently bought and sold shares of the business. REAP Financial Group LLC acquired a new stake in shares of Micron Technology during the third quarter worth about $25,000. First Command Advisory Services Inc. increased its position in 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 acquiring an additional 153 shares during the period. Barnes Dennig Private Wealth Management LLC purchased a new stake in Micron Technology during the 3rd quarter valued at approximately $27,000. Elevation Wealth Partners LLC lifted its position in Micron Technology by 295.8% during the 4th quarter. Elevation Wealth Partners LLC now owns 95 shares of the semiconductor manufacturer’s stock worth $27,000 after acquiring an additional 71 shares during the period. Finally, Steigerwald Gordon & Koch Inc. grew its stake in shares of Micron Technology by 4,800.0% in the 4th quarter. Steigerwald Gordon & Koch Inc. now owns 98 shares of the semiconductor manufacturer’s stock valued at $28,000 after purchasing an additional 96 shares during the last quarter. Institutional investors and hedge funds own 80.84% of the company’s stock.

Analyst Ratings Changes

Several equities research analysts have recently weighed in on the company. Itau BBA Securities reissued an “outperform” rating on shares of Micron Technology in a research report on Thursday, December 18th. Stifel Nicolaus raised their price objective on shares of Micron Technology from $300.00 to $360.00 and gave the stock a “buy” rating in a report on Tuesday, January 20th. William Blair assumed coverage on shares of Micron Technology in a research report on Thursday, January 22nd. They set an “outperform” rating for the company. Wall Street Zen raised shares of Micron Technology from a “buy” rating to a “strong-buy” rating in a research report on Sunday, November 23rd. Finally, KeyCorp boosted their price target on shares of Micron Technology from $325.00 to $450.00 and gave the company an “overweight” rating in a research report on Tuesday, January 13th. Four investment analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating and three have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Buy” and a consensus target price of $346.66.

More Micron Technology News

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

• Positive Sentiment: AI-driven demand & tight HBM supply: Multiple bullish write-ups note Micron’s HBM demand is accelerating, the company is benefiting from supply constraints, and its HBM book is largely filled through 2026 — a core driver of the recent rally. Micron Stock Is Up Over 260%. Here’s Why It Could Go Even Higher
• Positive Sentiment: Momentum and Wall Street enthusiasm: Coverage highlights a six-session winning streak and ~20% gain over that run, lifting market cap by roughly $75B and spurring bullish analyst/media commentary that supports continued investor interest. What’s Happening With Micron Stock?
• Positive Sentiment: Positive analyst/media narratives and long-term thesis: Several market pieces and commentators (including The Motley Fool and Jim Cramer mentions) continue to push a growth story tied to AI memory demand and attractive valuation metrics versus expected earnings growth. Could Micron Technology Stock Make You a Millionaire in 2026?
• Neutral Sentiment: Analyst/broker activity could move the tape: Coverage notes broker recommendations and rating changes can sway short-term flows; monitor any upgrades/downgrades for near-term impact. Brokers Suggest Investing in Micron (MU)
• Neutral Sentiment: Short-term pullback after a run: Reports call today’s move a dip following a six-session rally — this is consistent with profit-taking rather than a clear change to the long-term thesis. Micron dips after a six-session rally
• Negative Sentiment: Competition risk — Samsung-Nvidia HBM4 supply deal: Multiple outlets report Samsung is qualifying/mass-producing HBM4 for Nvidia starting soon, which could erode Micron’s share of new HBM supply and temper upside expectations. Micron Technology Stock Slips on Nvidia-Samsung Supply Deal
• Negative Sentiment: Multiple reports confirm Samsung’s entry into Nvidia’s AI-memory chain — a tangible competitive development investors see as a near-term headwind for Micron’s HBM pricing/share gains. Samsung Breaks Into Nvidia’s AI Memory Supply Chain with HBM4 Chips
• Negative Sentiment: Insider selling: EVP Manish H. Bhatia sold ~26,623 shares at about $391, reducing his stake ~7.6% — investors may view this as modestly negative sentiment or simply diversification/liquidity. SEC Filing: Insider Sale (Manish H. Bhatia)

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.