Strengthening Families & Communities LLC Cuts Stock Position in Micron Technology, Inc. $MU

Strengthening Families & Communities LLC trimmed its holdings in shares of Micron Technology, Inc. (NASDAQ:MU) by 83.1% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 276 shares of the semiconductor manufacturer’s stock after selling 1,361 shares during the quarter. Strengthening Families & Communities LLC’s holdings in Micron Technology were worth $46,000 as of its most recent SEC filing.

A number of other institutional investors have also recently added to or reduced their stakes in the stock. Barnes Dennig Private Wealth Management LLC purchased a new stake in Micron Technology during the 3rd quarter valued at about $27,000. Cullen Frost Bankers Inc. boosted its holdings in shares of Micron Technology by 79.3% during the 3rd quarter. Cullen Frost Bankers Inc. now owns 199 shares of the semiconductor manufacturer’s stock worth $33,000 after purchasing an additional 88 shares during the last quarter. First Command Advisory Services Inc. grew its position in shares of Micron Technology by 225.0% in the second quarter. First Command Advisory Services Inc. now owns 221 shares of the semiconductor manufacturer’s stock valued at $27,000 after purchasing an additional 153 shares in the last quarter. Howard Hughes Medical Institute purchased a new stake in shares of Micron Technology in the second quarter valued at approximately $30,000. Finally, Physician Wealth Advisors Inc. increased its holdings in shares of Micron Technology by 248.0% in the third quarter. Physician Wealth Advisors Inc. now owns 261 shares of the semiconductor manufacturer’s stock valued at $44,000 after purchasing an additional 186 shares during the last quarter. Institutional investors and hedge funds own 80.84% of the company’s stock.

Wall Street Analyst Weigh In

MU has been the topic of a number of recent research reports. Hsbc Global Res raised Micron Technology to a “strong-buy” rating in a research note on Friday, January 23rd. New Street Research reissued a “neutral” rating on shares of Micron Technology in a research report on Tuesday, October 14th. Barclays raised their price objective on shares of Micron Technology from $275.00 to $450.00 and gave the stock an “overweight” rating in a research report on Friday, January 16th. The Goldman Sachs Group boosted their target price on shares of Micron Technology from $205.00 to $235.00 and gave the company a “neutral” rating in a report on Thursday, December 18th. Finally, JPMorgan Chase & Co. increased their price target on shares of Micron Technology from $220.00 to $350.00 and gave the company an “overweight” rating in a research note on Thursday, December 18th. Five investment 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 stock. Based on data from MarketBeat, the stock presently has an average rating of “Buy” and an average target price of $349.76.

Trending Headlines about Micron Technology

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

Insider Activity at Micron Technology

In other Micron Technology news, Director Teyin M. Liu purchased 7,820 shares of Micron Technology stock in a transaction dated Wednesday, January 14th. The shares were acquired 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 owned 25,910 shares of the company’s stock, valued at $8,744,625. This trade represents a 43.23% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CAO Scott R. Allen sold 2,000 shares of Micron Technology stock in a transaction that occurred on Tuesday, January 6th. The shares were sold at an average price of $337.50, for a total transaction of $675,000.00. Following the completion of the transaction, the chief accounting officer owned 38,237 shares of the company’s stock, valued at $12,904,987.50. This trade represents a 4.97% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders bought 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 currently owned by company insiders.

Micron Technology Stock Down 4.2%

Shares of NASDAQ MU opened at $419.44 on Wednesday. The company has a quick ratio of 1.78, a current ratio of 2.46 and a debt-to-equity ratio of 0.19. The business’s 50 day moving average is $309.49 and its two-hundred day 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 firm has a market cap of $472.08 billion, a price-to-earnings ratio of 39.87 and a beta of 1.52.

Micron Technology (NASDAQ:MU) last released its quarterly earnings results on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 EPS for the quarter, topping 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 return on equity of 22.71% and a net margin of 28.15%.The company’s quarterly revenue was up 56.7% on a year-over-year basis. During the same period last year, the business posted $1.79 earnings per share. 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 firm also recently declared a quarterly dividend, which was paid on Wednesday, January 14th. Shareholders of record on Monday, December 29th were paid a dividend of $0.115 per share. The ex-dividend date was Monday, December 29th. This represents a $0.46 dividend on an annualized basis and a yield of 0.1%. Micron Technology’s dividend payout ratio is 4.37%.

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.