AGH Wealth Advisors LLC Makes New Investment in Micron Technology, Inc. $MU

AGH Wealth Advisors LLC purchased a new position in Micron Technology, Inc. (NASDAQ:MU) in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund purchased 1,497 shares of the semiconductor manufacturer’s stock, valued at approximately $250,000.

A number of other hedge funds have also made changes to their positions in the stock. American Capital Advisory LLC boosted its position in Micron Technology by 20.4% during 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. Teamwork Financial Advisors LLC lifted its stake in shares of Micron Technology by 0.4% in the third 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 during the last quarter. Blue Trust Inc. boosted its holdings 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 stake in Micron Technology by 3.2% in the 3rd quarter. Lodestone Wealth Management LLC now owns 1,693 shares of the semiconductor manufacturer’s stock valued at $283,000 after buying an additional 53 shares during the last quarter. Finally, Allen Capital Group LLC raised its holdings in Micron Technology by 1.2% in the 3rd quarter. Allen Capital Group LLC now owns 4,554 shares of the semiconductor manufacturer’s stock worth $762,000 after acquiring an additional 54 shares during the period. Institutional investors and hedge funds own 80.84% of the company’s stock.

Insider Buying and Selling

In other Micron Technology news, CEO Sanjay Mehrotra sold 10,602 shares of the business’s stock in a transaction dated Thursday, October 30th. The shares were sold at an average price of $225.23, for a total value of $2,387,888.46. Following the completion of the transaction, the chief executive officer directly owned 409,078 shares of the company’s stock, valued at approximately $92,136,637.94. The trade was a 2.53% 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, EVP Manish H. Bhatia sold 26,623 shares of the company’s stock in a transaction on Thursday, January 22nd. The stock was sold at an average price of $391.04, for a total value of $10,410,657.92. Following the transaction, the executive vice president directly owned 323,486 shares in the company, valued at approximately $126,495,965.44. This represents a 7.60% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders have acquired 23,200 shares of company stock valued at $7,821,723 and have sold 197,725 shares valued at $50,324,100. Company insiders own 0.24% of the company’s stock.

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.

Micron Technology Price Performance

Shares of MU stock opened at $410.24 on Wednesday. The stock’s fifty day simple moving average is $288.29 and its 200 day simple moving average is $205.85. Micron Technology, Inc. has a one year low of $61.54 and a one year high of $416.45. The firm has a market cap of $461.73 billion, a price-to-earnings ratio of 39.00 and a beta of 1.50. The company has a debt-to-equity ratio of 0.19, a current ratio of 2.46 and a quick ratio of 1.78.

Micron Technology (NASDAQ:MU) last issued its quarterly earnings data on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 earnings per share for the quarter, topping 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 firm had revenue of $13.64 billion for the quarter, compared to analysts’ expectations of $12.62 billion. During the same period in the prior year, the firm earned $1.79 earnings per share. The company’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 expect that Micron Technology, Inc. will post 6.08 earnings per share for the current fiscal year.

Micron Technology Announces Dividend

The firm also recently disclosed 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 of this dividend was Monday, December 29th. This represents a $0.46 dividend on an annualized basis and a yield of 0.1%. Micron Technology’s payout ratio is currently 4.37%.

Analyst Ratings Changes

Several equities research analysts have recently issued reports on MU shares. Wells Fargo & Company raised their price target on Micron Technology from $335.00 to $410.00 and gave the company an “overweight” rating in a research report on Thursday, January 15th. KeyCorp lifted their price target on Micron Technology from $325.00 to $450.00 and gave the stock an “overweight” rating in a research report on Tuesday, January 13th. Rosenblatt Securities reissued a “buy” rating and issued a $500.00 price objective on shares of Micron Technology in a research report on Tuesday, January 20th. Bank of America boosted their target price on shares of Micron Technology from $300.00 to $400.00 and gave the stock a “buy” rating in a research report on Tuesday, January 13th. Finally, Deutsche Bank Aktiengesellschaft increased their price target on shares of Micron Technology from $200.00 to $280.00 and gave the company a “buy” rating in a report on Tuesday, December 9th. Four equities research analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and three have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Buy” and an average target price of $349.76.

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.