Micron Technology, Inc. $MU Shares Acquired by Frank Rimerman Advisors LLC

Frank Rimerman Advisors LLC boosted its stake in Micron Technology, Inc. (NASDAQ:MU) by 12.4% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 17,732 shares of the semiconductor manufacturer’s stock after purchasing an additional 1,957 shares during the period. Frank Rimerman Advisors LLC’s holdings in Micron Technology were worth $2,967,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently modified their holdings of MU. American Capital Advisory LLC lifted its position in shares of 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 in the last quarter. Teamwork Financial Advisors LLC lifted its holdings in Micron Technology by 0.4% in 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. lifted its holdings in Micron Technology by 0.5% in 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 in the last quarter. Lodestone Wealth Management LLC boosted its position 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 grew its stake in shares of Micron Technology by 1.2% during the third 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. Hedge funds and other institutional investors own 80.84% of the company’s stock.

Insider Activity at Micron Technology

In other news, EVP Manish H. Bhatia sold 26,623 shares of the business’s stock in a transaction that occurred 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 sale, the executive vice president owned 323,486 shares in the company, valued at $126,495,965.44. The trade was a 7.60% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP April S. Arnzen sold 15,000 shares of the stock in a transaction dated 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 completion of the sale, the executive vice president directly owned 165,618 shares of the company’s stock, valued at approximately $45,891,091.62. This represents a 8.30% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have acquired 23,200 shares of company stock worth $7,821,723 and have sold 61,123 shares worth $19,547,151. Insiders own 0.24% of the company’s stock.

Micron Technology Stock Down 4.8%

MU stock opened at $414.88 on Friday. The firm has a market cap of $466.95 billion, a price-to-earnings ratio of 39.44 and a beta of 1.50. Micron Technology, Inc. has a 1-year low of $61.54 and a 1-year high of $455.50. The firm has a fifty day moving average price of $301.32 and a two-hundred day moving average price of $211.10. 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 posted its quarterly earnings results on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 EPS for the quarter, beating the consensus estimate of $3.77 by $1.01. The business had revenue of $13.64 billion during 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 company’s quarterly revenue was up 56.7% on a year-over-year basis. During the same period in the previous year, the business posted $1.79 EPS. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. Research analysts predict that Micron Technology, Inc. will post 6.08 EPS for the current year.

Micron Technology Dividend Announcement

The company also recently declared 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 was Monday, December 29th. This represents a $0.46 annualized dividend and a dividend yield of 0.1%. Micron Technology’s dividend payout ratio is currently 4.37%.

Micron Technology News Summary

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

• Positive Sentiment: Company capacity buildouts and bullish management commentary support a multi-year tightness in memory supply, reinforcing revenue and margin upside tied to AI/HBM demand. Micron’s CEO Has Just Dropped Game-Changing News
• Positive Sentiment: Micron broke ground on a major Singapore NAND fab (~$24B over 10 years) and has large capacity commitments (cited multi‑country investments), which underpins long-term supply discipline and market share expansion. Micron (MU) Expands Manufacturing Footprint as AI Drives Long-Term Memory Demand
• Positive Sentiment: Multiple analyst upgrades and bullish coverage (including Zacks rankings and recent upgrades that lifted targets) have driven buying interest and a stretched short-term rerate. Micron Technology (NASDAQ:MU) Trading 6.1% Higher Following Analyst Upgrade
• Positive Sentiment: Industry leader Samsung signaling a “golden era” for memory chips supports an optimistic demand/pricing backdrop for Micron’s DRAM/HBM businesses. Micron Stock Pops. Samsung Signals ‘Golden Era’ for Memory Chips.
• Neutral Sentiment: Roundup of Wall Street analyst target prices and coverage — useful for context but represents a mix of views rather than a single directional catalyst. What Are Wall Street Analysts’ Target Price for Micron Technology Stock?
• Negative Sentiment: Insider selling: a top operations executive sold shares ahead of the stock’s all-time high, which can trigger investor concern despite routine lockup/compensation explanations. Micron Stock Keeps Climbing—And a Top Executive May Have Sold Too Soon
• Negative Sentiment: Unusual put-option activity after MU’s rapid two‑month doubling suggests some traders are hedging or betting on a pullback, adding to intraday volatility and downside risk. Unusual Put Options Activity in Micron Technology After MU Stock Doubles in 2 Months
• Negative Sentiment: Commentary questioning whether the rally has peaked creates profit‑taking pressure even as management reiterates a bullish long-term view. Think Micron Technology’s Stock May Have Peaked? This Is Why Its CEO Remains Bullish.

Analyst Upgrades and Downgrades

Several research analysts recently commented on MU shares. Barclays boosted their price target on Micron Technology from $275.00 to $450.00 and gave the stock an “overweight” rating in a research note on Friday, January 16th. Raymond James Financial upped their target price on Micron Technology from $190.00 to $310.00 and gave the company an “outperform” rating in a research report on Thursday, December 18th. Wells Fargo & Company increased 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. Wedbush set a $320.00 price target on shares of Micron Technology in a research note on Thursday, December 18th. Finally, 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 report on Thursday, January 15th. Five analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and three have issued a Hold rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Buy” and an average price target of $349.76.

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.