Marco Investment Management LLC Invests $221,000 in Micron Technology, Inc. $MU

Marco Investment Management LLC purchased a new stake in Micron Technology, Inc. (NASDAQ:MU) during the third quarter, according to its most recent filing with the SEC. The firm purchased 1,320 shares of the semiconductor manufacturer’s stock, valued at approximately $221,000.

A number of other institutional investors have also recently bought and sold shares of the company. Brighton Jones LLC boosted its position in shares of Micron Technology by 18.3% during the fourth quarter. Brighton Jones LLC now owns 6,318 shares of the semiconductor manufacturer’s stock worth $532,000 after purchasing an additional 976 shares in the last quarter. Sivia Capital Partners LLC raised its stake in Micron Technology by 21.7% during the 2nd quarter. Sivia Capital Partners LLC now owns 3,528 shares of the semiconductor manufacturer’s stock worth $435,000 after buying an additional 628 shares during the period. Hilltop National Bank acquired a new stake in Micron Technology during the 2nd quarter worth $37,000. Ameritas Advisory Services LLC bought a new position in Micron Technology during the second quarter worth about $235,000. Finally, Simplicity Wealth LLC acquired a new position in Micron Technology in the second quarter valued at about $872,000. Institutional investors and hedge funds own 80.84% of the company’s stock.

Insider Activity

In other Micron Technology news, Director Teyin M. Liu purchased 7,820 shares of the stock in a transaction on Wednesday, January 14th. The shares were purchased at an average price of $337.50 per share, with a total value of $2,639,250.00. Following the completion of the transaction, the director directly owned 25,910 shares in the company, valued at $8,744,625. This represents a 43.23% increase in their ownership of the stock. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP April S. Arnzen sold 15,000 shares of the company’s stock in a transaction that occurred on Monday, December 22nd. The shares were 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 owned 165,618 shares in the company, valued at $45,891,091.62. This represents a 8.30% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders purchased 23,200 shares of company stock valued at $7,821,723 and sold 61,123 shares valued at $19,547,151. 0.24% of the stock is owned by insiders.

Micron Technology News Summary

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

• Positive Sentiment: Micron announced a $24 billion NAND “megafab” project in Singapore, a major capacity expansion that reinforces its position in NAND and supports long-term revenue potential from data-center and AI demand. Micron Technology (MU) Is Up 6.7% After Launching $24 Billion Singapore NAND Megafab Project
• Positive Sentiment: Mizuho raised its price target to $480 and kept an Outperform rating, signaling continued analyst conviction behind the AI/memory growth story. Mizuho Lifts Micron Technology, Inc. (MU)’s Price Target To $480, Maintains Outperform Rating
• Positive Sentiment: Phillip Securities set a $500 price target, citing strong HBM (high-bandwidth memory) demand tied to AI workloads — another bullish analyst view supporting upside. Micron (MU) Stock: Phillip Securities Sets $500 Price Target on HBM Demand
• Positive Sentiment: Apple’s management highlighted memory/supply constraints on its earnings call, which the market interprets as a tailwind for memory suppliers like Micron. Apple CEO Tim Cook Just Gave Great News to Micron Investors
• Positive Sentiment: Recent coverage points to AI-driven memory demand as the main driver of a ~45% rally last month, validating the growth narrative that underpins current multiples. How Micron Technology Stock Soared 45% Last Month
• Neutral Sentiment: MSN reports a price-target increase of ~11.6% to $356.87 — a positive revision but still below the current share price, so limited near-term signal. Micron Technology (MU) price target increased by 11.59% to 356.87
• Neutral Sentiment: Coverage on valuation and institutional positioning (Ashva Capital holding, evolving valuation stories) highlights heightened investor interest but also wider debate over whether future growth is fully priced. How The Evolving Story On Micron Technology (MU) Is Shaping Its Valuation Now
• Negative Sentiment: After a rapid run-up, traders are locking in gains: profit-taking and unusual options activity are cited as drivers of today’s pullback, and concerns about very large future capex commitments are weighing on sentiment. Micron stock sinks after big rally: why profit-taking is hitting now
• Negative Sentiment: Analysis warns that many of Micron’s tailwinds may already be priced in, which can increase downside risk if growth or margins miss lofty expectations. Micron: Tailwinds Priced In
• Negative Sentiment: Market commentaries (e.g., Zacks) summarize the dip as greater-than-market weakness driven by the combination of profit-taking and valuation caution. Why Micron (MU) Dipped More Than Broader Market Today

Micron Technology Stock Performance

MU opened at $419.44 on Wednesday. The business’s 50-day simple moving average is $309.49 and its 200 day simple moving average is $216.84. Micron Technology, Inc. has a 52-week low of $61.54 and a 52-week high of $455.50. The company has a debt-to-equity ratio of 0.19, a quick ratio of 1.78 and a current ratio of 2.46. The firm has a market capitalization of $472.08 billion, a PE ratio of 39.87 and a beta of 1.52.

Micron Technology (NASDAQ:MU) last posted its quarterly earnings results 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 return on equity of 22.71% and a net margin of 28.15%.The firm had revenue of $13.64 billion for the quarter, compared to analyst estimates of $12.62 billion. During the same quarter in the previous year, the firm earned $1.79 EPS. The business’s quarterly revenue was up 56.7% on a year-over-year basis. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. As a group, sell-side analysts expect that Micron Technology, Inc. will post 6.08 earnings per share for the current fiscal year.

Micron Technology Dividend Announcement

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

Analyst Upgrades and Downgrades

MU has been the topic of a number of research analyst reports. HSBC raised their price target on Micron Technology from $350.00 to $500.00 and gave the stock a “buy” rating in a research report on Friday, January 23rd. UBS Group raised their target price on shares of Micron Technology from $300.00 to $400.00 and gave the stock a “buy” rating in a report on Wednesday, January 7th. Itau BBA Securities reaffirmed an “outperform” rating on shares of Micron Technology in a research note on Thursday, December 18th. Needham & Company LLC upped their price target on shares of Micron Technology from $200.00 to $300.00 and gave the company a “buy” rating in a report on Tuesday, December 16th. Finally, Mizuho raised their price objective on shares of Micron Technology from $390.00 to $480.00 and gave the stock an “outperform” rating in a report on Tuesday, January 27th. Five research 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 data from MarketBeat, the stock presently has a consensus rating of “Buy” and an average target price of $349.76.

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.