Strategy Asset Managers LLC Invests $283,000 in Micron Technology, Inc. $MU

Strategy Asset Managers LLC bought a new stake in Micron Technology, Inc. (NASDAQ:MU) during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor bought 1,692 shares of the semiconductor manufacturer’s stock, valued at approximately $283,000.

A number of other institutional investors have also made changes to their positions in MU. Greykasell Wealth Strategies Inc. raised its stake in shares of Micron Technology by 13.7% in the 3rd quarter. Greykasell Wealth Strategies Inc. now owns 2,244 shares of the semiconductor manufacturer’s stock valued at $375,000 after acquiring an additional 270 shares during the period. State of Wyoming purchased a new position in shares of Micron Technology during the 3rd quarter worth approximately $378,000. Convergence Investment Partners LLC acquired a new stake in Micron Technology in the 3rd quarter valued at approximately $251,000. Jones Financial Companies Lllp raised its position in Micron Technology by 19.6% in the third quarter. Jones Financial Companies Lllp now owns 91,161 shares of the semiconductor manufacturer’s stock valued at $14,341,000 after purchasing an additional 14,945 shares during the period. Finally, Essex Bank acquired a new position in Micron Technology during the third quarter worth $247,000. 80.84% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently weighed in on MU shares. William Blair began coverage on Micron Technology in a research note on Thursday, January 22nd. They issued an “outperform” rating for the company. KeyCorp lifted their target price on Micron Technology from $325.00 to $450.00 and gave the company an “overweight” rating in a research report on Tuesday, January 13th. Mizuho boosted their price target on shares of Micron Technology from $390.00 to $480.00 and gave the stock an “outperform” rating in a research note on Tuesday, January 27th. Needham & Company LLC raised their price objective on shares of Micron Technology from $200.00 to $300.00 and gave the company a “buy” rating in a research note on Tuesday, December 16th. Finally, Hsbc Global Res upgraded shares of Micron Technology to a “strong-buy” rating in a report on Friday, January 23rd. Five 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 has an average rating of “Buy” and an average price target of $349.76.

Micron Technology Trading Up 5.5%

Shares of Micron Technology stock opened at $437.66 on Tuesday. The company has a fifty day simple moving average of $305.59 and a 200-day simple moving average of $214.69. The stock has a market cap of $492.59 billion, a price-to-earnings ratio of 41.60 and a beta of 1.51. Micron Technology, Inc. has a 12-month low of $61.54 and a 12-month high of $455.50. 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 announced its earnings results on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 EPS for the quarter, beating analysts’ consensus estimates of $3.77 by $1.01. The business had revenue of $13.64 billion for the quarter, compared to analysts’ expectations 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 company posted $1.79 EPS. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. On average, equities analysts forecast that Micron Technology, Inc. will post 6.08 EPS for the current fiscal year.

Micron Technology Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, January 14th. Investors 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 annualized dividend and a dividend yield of 0.1%. Micron Technology’s dividend payout ratio (DPR) is 4.37%.

More Micron Technology News

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

• Positive Sentiment: Multiple Fool.com pieces argue Micron is a top AI/memory beneficiary as hyperscalers ramp specialized memory demand, framing MU as a potential multi‑year growth winner. Is Micron the Next Nvidia?
• Positive Sentiment: Market recap notes Micron “soars again,” reflecting broad market recovery + stock‑specific momentum from the AI narrative and fresh analyst optimism. Stock Market Today, Feb. 2: Stocks Recover and Micron Technology Soars Again
• Positive Sentiment: Fool.com lists Micron among top AI stocks to buy in 2026, citing a relatively low valuation vs. rapidly growing memory revenue as customers scramble for HBM and other DRAM. My Top Artificial Intelligence (AI) Stocks to Buy in 2026
• Positive Sentiment: Analysts expect big 2026 earnings growth for Micron as memory demand surges; several articles highlight consensus expectations for materially higher EPS next year. This Dirt Cheap Stock Is Expected to Quadruple Its
• Positive Sentiment: Mizuho raised MU’s price target to $480 and maintained an Outperform rating, explicitly citing improved 2026 revenue and margin expectations — a direct catalyst for buy‑side interest. Mizuho Lifts Micron Technology, Inc. (MU)’s Price Target To $480
• Positive Sentiment: Several deep‑dive pieces highlight Micron’s exposure to Nvidia/AMD AI chips through HBM supply and the doubling of data center revenue last quarter, supporting a thesis of continued upside. How Much Higher Can Micron Stock Go?
• Neutral Sentiment: Positive coverage cites strong growth, but MU still carries market volatility and a stretched P/E vs historical levels; investors should weigh momentum against valuation and execution risk. This AI Stock Could Be Your Best Shot at Life

Insider Activity

In related news, EVP Manish H. Bhatia sold 26,623 shares of Micron Technology stock in a transaction on Thursday, January 22nd. The stock was 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 directly owned 323,486 shares of the company’s stock, 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 can be accessed through this link. Also, Director Steven J. Gomo sold 5,000 shares of the business’s stock in a transaction dated Friday, December 19th. The stock was sold at an average price of $263.63, for a total transaction of $1,318,150.00. Following the completion of the sale, the director owned 19,139 shares in the company, valued at $5,045,614.57. This represents a 20.71% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have bought 23,200 shares of company stock valued at $7,821,723 and have sold 61,123 shares valued at $19,547,151. Corporate insiders own 0.24% of the company’s stock.

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.