Arista Wealth Management LLC Invests $509,000 in Micron Technology, Inc. $MU

Arista Wealth Management LLC acquired a new position in Micron Technology, Inc. (NASDAQ:MU) in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor acquired 3,043 shares of the semiconductor manufacturer’s stock, valued at approximately $509,000.

Other institutional investors have also recently bought and sold shares of the company. REAP Financial Group LLC bought a new position in shares of Micron Technology in the third quarter worth about $25,000. Barnes Dennig Private Wealth Management LLC bought a new position in Micron Technology in the third quarter worth $27,000. Cullen Frost Bankers Inc. boosted its position 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 valued at $33,000 after acquiring an additional 88 shares in the last quarter. First Command Advisory Services Inc. boosted its holdings in Micron Technology by 225.0% during 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. Finally, Howard Hughes Medical Institute bought a new stake in Micron Technology in the second quarter valued at $30,000. 80.84% of the stock is currently owned by institutional investors and hedge funds.

Micron Technology News Roundup

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

• Positive Sentiment: UBS raised its price target to $450, signaling continued analyst confidence in Micron’s growth/cash-flow outlook and supporting upside expectations. UBS Raises Micron Technology (MU) Price Target to $450
• Positive Sentiment: Micron plans a US$24 billion Singapore fab to expand capacity for AI memory, reinforcing the company’s long-term AI memory growth story and revenue visibility. Big-capex builds like this support secular demand capture. Micron’s US$24b Singapore Fab Deepens AI Memory Growth Story
• Positive Sentiment: Industry commentary and features highlight tight DRAM/NAND supply and Micron saying it’s “sold out” for 2026, backing pricing power and revenue strength for the year. The AI Memory Crunch Is Creating Winners and Losers
• Neutral Sentiment: Micron remains a highly searched/trending stock; watch sentiment-driven flows and coverage as drivers of short-term volatility even when fundamentals are positive. Is Trending Stock Micron Technology, Inc. (MU) a Buy Now?
• Negative Sentiment: Samsung announced mass production of HBM4 and plans to supply Nvidia sooner, creating near-term competitive pressure on Micron’s HBM4 timeline and potentially pressuring pricing or share in AI accelerators. Samsung Stock Surges as Chipmaker Beats Micron in HBM4 Race
• Negative Sentiment: Coverage flags investor worries about Micron’s exposure to Nvidia’s next-gen chips and whether Micron will fully participate in that demand—such fears are weighing on the stock despite positive fundamentals. Micron’s stock falls on fears about Nvidia’s new chips

Micron Technology Price Performance

Shares of NASDAQ MU opened at $383.50 on Tuesday. The business has a fifty day moving average price of $321.54 and a two-hundred day moving average price of $224.56. The stock has a market capitalization of $431.63 billion, a PE ratio of 36.45 and a beta of 1.51. 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, Inc. has a fifty-two week low of $61.54 and a fifty-two week high of $455.50.

Micron Technology (NASDAQ:MU) last posted its quarterly earnings results on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 EPS for the quarter, topping analysts’ consensus estimates of $3.77 by $1.01. The company had revenue of $13.64 billion during the quarter, compared to analysts’ expectations of $12.62 billion. Micron Technology had a return on equity of 22.71% and a net margin of 28.15%.Micron Technology’s revenue was up 56.7% on a year-over-year basis. During the same quarter in the previous year, the firm earned $1.79 EPS. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. As a group, equities analysts predict that Micron Technology, Inc. will post 6.08 earnings per share for the current fiscal 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 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 (DPR) is presently 4.37%.

Insider Activity at Micron Technology

In other Micron Technology news, CAO Scott R. Allen sold 2,000 shares of Micron Technology stock in a transaction on Tuesday, January 6th. The shares were sold at an average price of $337.50, for a total value of $675,000.00. Following the completion of the sale, the chief accounting officer directly owned 38,237 shares of the company’s stock, valued at approximately $12,904,987.50. The trade was a 4.97% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Sumit Sadana sold 25,000 shares of Micron Technology stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $429.89, for a total value of $10,747,250.00. Following the transaction, the executive vice president directly owned 248,021 shares in the company, valued at approximately $106,621,747.69. The trade was a 9.16% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have acquired 23,200 shares of company stock worth $7,821,723 and have sold 73,623 shares worth $27,307,408. Corporate insiders own 0.24% of the company’s stock.

Analyst Ratings Changes

MU has been the subject of a number of recent research reports. Morgan Stanley boosted their target price on Micron Technology from $338.00 to $350.00 and gave the stock an “overweight” rating in a research report on Thursday, December 18th. New Street Research reaffirmed a “neutral” rating on shares of Micron Technology in a research note on Tuesday, October 14th. JPMorgan Chase & Co. lifted their price objective on shares of Micron Technology from $220.00 to $350.00 and gave the stock an “overweight” rating in a research note on Thursday, December 18th. Susquehanna lifted their price target on shares of Micron Technology from $200.00 to $300.00 and gave the stock a “positive” rating in a research report on Monday, December 8th. Finally, UBS Group upped their target price on shares of Micron Technology from $300.00 to $400.00 and gave the stock a “buy” rating in a research note on Wednesday, January 7th. Six analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and three have issued a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Buy” and an average target price of $349.76.

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.