Adamsbrown Wealth Consultants LLC Makes New Investment in Micron Technology, Inc. $MU

Adamsbrown Wealth Consultants LLC bought a new position in shares of Micron Technology, Inc. (NASDAQ:MU) in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm bought 1,369 shares of the semiconductor manufacturer’s stock, valued at approximately $229,000.

Several other hedge funds and other institutional investors have also bought and sold shares of the company. American Capital Advisory LLC boosted its position in shares of Micron Technology by 20.4% during the 3rd quarter. American Capital Advisory LLC now owns 272 shares of the semiconductor manufacturer’s stock valued at $46,000 after purchasing an additional 46 shares in the last quarter. Teamwork Financial Advisors LLC boosted its holdings in shares of Micron Technology by 0.4% during the 3rd quarter. Teamwork Financial Advisors LLC now owns 14,974 shares of the semiconductor manufacturer’s stock worth $2,505,000 after buying an additional 53 shares in the last quarter. Blue Trust Inc. grew its position in shares of Micron Technology by 0.5% during the 3rd quarter. Blue Trust Inc. now owns 10,633 shares of the semiconductor manufacturer’s stock worth $1,779,000 after buying an additional 53 shares during the period. Lodestone Wealth Management LLC grew its position in shares of Micron Technology by 3.2% during the 3rd quarter. Lodestone Wealth Management LLC now owns 1,693 shares of the semiconductor manufacturer’s stock worth $283,000 after buying an additional 53 shares during the period. Finally, Allen Capital Group LLC increased its stake in shares of Micron Technology by 1.2% in the 3rd quarter. Allen Capital Group LLC now owns 4,554 shares of the semiconductor manufacturer’s stock valued at $762,000 after acquiring an additional 54 shares in the last quarter. Institutional investors and hedge funds own 80.84% of the company’s stock.

Micron Technology Price Performance

MU stock opened at $410.24 on Wednesday. The business’s fifty day moving average price is $288.29 and its 200 day moving average price is $205.85. Micron Technology, Inc. has a 12-month low of $61.54 and a 12-month high of $416.45. The company has a market capitalization of $461.73 billion, a PE ratio of 39.00 and a beta of 1.50. 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 (NASDAQ:MU) last released its 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 return on equity of 22.71% and a net margin of 28.15%.The company had revenue of $13.64 billion during the quarter, compared to the consensus estimate of $12.62 billion. During the same period in the previous year, the company posted $1.79 EPS. Micron Technology’s 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, sell-side analysts anticipate that Micron Technology, Inc. will post 6.08 EPS for the current year.

Micron Technology Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, January 14th. Stockholders of record on Monday, December 29th were given a dividend of $0.115 per share. The ex-dividend date of this dividend was Monday, December 29th. This represents a $0.46 dividend on an annualized basis and a dividend yield of 0.1%. Micron Technology’s dividend payout ratio is currently 4.37%.

Analysts Set New Price Targets

MU has been the topic of several research analyst reports. UBS Group increased their target price on shares of Micron Technology from $300.00 to $400.00 and gave the stock a “buy” rating in a research note on Wednesday, January 7th. JPMorgan Chase & Co. increased their price objective on shares of Micron Technology from $220.00 to $350.00 and gave the stock an “overweight” rating in a research report on Thursday, December 18th. Wells Fargo & Company raised their target price on Micron Technology from $335.00 to $410.00 and gave the company an “overweight” rating in a research note on Thursday, January 15th. Piper Sandler upped their price target on Micron Technology from $275.00 to $400.00 and gave the stock an “overweight” rating in a research note on Wednesday, January 7th. Finally, BNP Paribas Exane upgraded Micron Technology from an “underperform” rating to an “outperform” rating and set a $270.00 price target on the stock in a report on Monday, October 13th. Four research analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Buy” and an average target price of $349.76.

Micron Technology News Summary

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

• Positive Sentiment: Micron broke ground on a roughly $24 billion advanced wafer fab in Singapore to boost NAND/HBM capacity (wafer output targeted 2H 2028) — a long-term capacity response to AI-driven memory shortages that underpins revenue/margin upside. Micron Announces Participation in Investor Event
• Positive Sentiment: Multiple market write-ups and investor letters highlight accelerating HBM demand, sold-out HBM book and margin expansion from AI data-center orders — core drivers of the current rally. Micron Stock: Why I’m Still Buying More And You Should, Too
• Positive Sentiment: Analyst upgrades and price-target raises are boosting sentiment (example: Mizuho raised its target and multiple firms have issued Outperform/Buy notes). Benzinga: Analyst Coverage
• Positive Sentiment: Insider buying: a Micron director bought ~23,200 shares in mid-January, signaling insider confidence in the company’s outlook. These 3 Stocks Just Saw Major Insider Moves—Time to Be Bullish or Bearish?
• Neutral Sentiment: Micron will present at investor conferences (Wolfe Research), which could provide incremental guidance/clarity but is unlikely to change the medium-term thesis on its own. Micron Announces Participation in Investor Event
• Neutral Sentiment: Valuation narratives: some outlets argue MU still looks attractively valued given expected earnings growth, but valuation vs. cyclicality remains a watch item. Micron at 11.7 P/E: One of 2026’s Best Buying Opportunities
• Negative Sentiment: Competition risk: reports that Samsung is qualifying/mass-producing HBM4 for Nvidia could pressure Micron’s near-term share gains and HBM pricing. Market reaction to that development trimmed gains previously. Micron Technology Stock Slips on Nvidia-Samsung Supply Deal
• Negative Sentiment: Insider selling: EVP Manish Bhatia sold ~26,623 shares (~$10.4M) in late January; while common for executives to diversify, such sales can be perceived as a near-term negative signal. SEC Filing: Insider Sale (Manish H. Bhatia)
• Negative Sentiment: Execution and capex risk: the $24B plan is positive long term but carries execution risk and a long lead time (output ~2028) — and Micron warns it will pace ramps to avoid creating a glut. Micron to Plow $24 Billion Into Singapore AI Chip Plant. It’s Wary of a Supply Glut.

Insiders Place Their Bets

In related news, EVP Manish H. Bhatia sold 26,623 shares of the business’s stock in a transaction on Thursday, January 22nd. The shares were sold at an average price of $391.04, for a total transaction of $10,410,657.92. Following the completion of the transaction, the executive vice president owned 323,486 shares in the company, valued at approximately $126,495,965.44. The trade was a 7.60% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, Director Teyin M. Liu purchased 7,820 shares of the business’s stock in a transaction on Wednesday, January 14th. The stock was acquired at an average price of $337.50 per share, for a total transaction of $2,639,250.00. Following the completion of the purchase, the director owned 25,910 shares of the company’s stock, valued at $8,744,625. This represents a 43.23% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. In the last 90 days, insiders acquired 23,200 shares of company stock valued at $7,821,723 and sold 197,725 shares valued at $50,324,100. 0.24% of the stock is currently owned by insiders.

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.