Townsquare Capital LLC Has $529,000 Position in Micron Technology, Inc. $MU

Townsquare Capital LLC lessened its holdings in shares of Micron Technology, Inc. (NASDAQ:MU) by 45.1% during the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 3,159 shares of the semiconductor manufacturer’s stock after selling 2,599 shares during the period. Townsquare Capital LLC’s holdings in Micron Technology were worth $529,000 at the end of the most recent reporting period.

Other institutional investors have also made changes to their positions in the company. Vanguard Group Inc. lifted its position in shares of Micron Technology by 1.9% during the second quarter. Vanguard Group Inc. now owns 103,879,662 shares of the semiconductor manufacturer’s stock worth $12,803,168,000 after purchasing an additional 1,973,294 shares in the last quarter. State Street Corp raised its position in Micron Technology by 2.7% in the 2nd quarter. State Street Corp now owns 51,373,591 shares of the semiconductor manufacturer’s stock worth $6,331,795,000 after purchasing an additional 1,349,713 shares during the last quarter. Geode Capital Management LLC boosted its position in Micron Technology by 1.2% in the 2nd quarter. Geode Capital Management LLC now owns 25,690,491 shares of the semiconductor manufacturer’s stock valued at $3,152,974,000 after buying an additional 314,489 shares during the last quarter. Norges Bank acquired a new stake in shares of Micron Technology in the 2nd quarter valued at $1,980,700,000. Finally, Invesco Ltd. increased its stake in shares of Micron Technology by 3.2% in the 2nd quarter. Invesco Ltd. now owns 8,913,450 shares of the semiconductor manufacturer’s stock valued at $1,098,583,000 after buying an additional 277,507 shares during the period. 80.84% of the stock is owned by institutional investors.

Analysts Set New Price Targets

A number of analysts recently commented on MU shares. HSBC lifted their price objective on Micron Technology from $350.00 to $500.00 and gave the stock a “buy” rating in a research report on Friday, January 23rd. Wedbush set a $320.00 price target on shares of Micron Technology in a research report on Thursday, December 18th. Stifel Nicolaus boosted their price target on shares of Micron Technology from $300.00 to $360.00 and gave the stock a “buy” rating in a research note on Tuesday, January 20th. TD Cowen increased their price objective on shares of Micron Technology from $300.00 to $450.00 and gave the company a “buy” rating in a report on Tuesday, January 20th. Finally, Deutsche Bank Aktiengesellschaft lifted their target price on shares of Micron Technology from $200.00 to $280.00 and gave the stock a “buy” rating in a report on Tuesday, December 9th. Five investment analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Buy” and a consensus target price of $349.76.

Insider Activity

In other news, EVP April S. Arnzen sold 15,000 shares of the company’s stock in a transaction dated Monday, December 22nd. The stock was sold at an average price of $277.09, for a total transaction of $4,156,350.00. Following the completion of the transaction, the executive vice president directly owned 165,618 shares of the company’s stock, valued at $45,891,091.62. This represents a 8.30% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Teyin M. Liu bought 11,600 shares of the company’s stock in a transaction that occurred on Tuesday, January 13th. The stock was purchased at an average cost of $337.07 per share, for a total transaction of $3,910,012.00. Following the transaction, the director owned 14,310 shares in the company, valued at $4,823,471.70. The trade was a 428.04% increase in their position. The SEC filing for this purchase provides additional information. In the last 90 days, insiders have purchased 23,200 shares of company stock worth $7,821,723 and have sold 61,123 shares worth $19,547,151. Company insiders own 0.24% of the company’s stock.

Trending Headlines about Micron Technology

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.

Micron Technology Trading Down 4.8%

NASDAQ:MU opened at $414.88 on Friday. The company has a debt-to-equity ratio of 0.19, a current ratio of 2.46 and a quick ratio of 1.78. The stock has a market capitalization of $466.95 billion, a PE ratio of 39.44 and a beta of 1.50. The business’s 50-day simple moving average is $301.32 and its 200-day simple moving average is $211.10. Micron Technology, Inc. has a fifty-two week low of $61.54 and a fifty-two week high of $455.50.

Micron Technology (NASDAQ:MU) last released its quarterly 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 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 analysts’ expectations of $12.62 billion. During the same quarter in the prior year, the company earned $1.79 earnings per share. The business’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. Sell-side analysts expect that Micron Technology, Inc. will post 6.08 earnings per share for the current fiscal year.

Micron Technology Announces Dividend

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