Dakota Wealth Management Acquires 2,553 Shares of Micron Technology, Inc. $MU

Dakota Wealth Management boosted its holdings in Micron Technology, Inc. (NASDAQ:MU) by 19.9% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 15,407 shares of the semiconductor manufacturer’s stock after buying an additional 2,553 shares during the quarter. Dakota Wealth Management’s holdings in Micron Technology were worth $2,578,000 at the end of the most recent reporting period.

Several other institutional investors have also recently bought and sold shares of MU. REAP Financial Group LLC bought a new stake in shares of Micron Technology during the 3rd quarter valued at approximately $25,000. Barnes Dennig Private Wealth Management LLC acquired a new stake in Micron Technology in the third quarter valued at approximately $27,000. Cullen Frost Bankers Inc. grew its stake in shares of Micron Technology by 79.3% during the third quarter. Cullen Frost Bankers Inc. now owns 199 shares of the semiconductor manufacturer’s stock worth $33,000 after buying an additional 88 shares during the last quarter. First Command Advisory Services Inc. grew its stake in shares of Micron Technology by 225.0% during the second quarter. First Command Advisory Services Inc. now owns 221 shares of the semiconductor manufacturer’s stock worth $27,000 after buying an additional 153 shares during the last quarter. Finally, Howard Hughes Medical Institute acquired a new position in shares of Micron Technology during the second quarter worth $30,000. Institutional investors and hedge funds own 80.84% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities research analysts recently weighed in on MU shares. Citigroup raised their price objective on Micron Technology from $330.00 to $385.00 and gave the company a “buy” rating in a report on Thursday, January 15th. HSBC lifted their price target on Micron Technology from $350.00 to $500.00 and gave the company a “buy” rating in a research note on Friday, January 23rd. Mizuho boosted their price target on Micron Technology from $390.00 to $480.00 and gave the stock an “outperform” rating in a report on Tuesday, January 27th. Wells Fargo & Company raised their price objective on shares of Micron Technology from $335.00 to $410.00 and gave the company an “overweight” rating in a report on Thursday, January 15th. Finally, Rosenblatt Securities reiterated a “buy” rating and set a $500.00 target price on shares of Micron Technology in a research report on Tuesday, January 20th. Six research analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat.com, Micron Technology presently has an average rating of “Buy” and an average price target of $358.38.

Insider Buying and Selling at Micron Technology

In other news, CAO Scott R. Allen sold 2,000 shares of the business’s stock in a transaction dated Tuesday, January 6th. The stock was sold at an average price of $337.50, for a total value of $675,000.00. Following the transaction, the chief accounting officer directly owned 38,237 shares of the company’s stock, valued at $12,904,987.50. The trade was a 4.97% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, EVP April S. Arnzen sold 15,000 shares of the company’s stock in a transaction dated 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 sale, the executive vice president owned 165,618 shares in the company, valued at approximately $45,891,091.62. The trade was a 8.30% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have purchased 23,200 shares of company stock valued at $7,821,723 and have sold 73,623 shares valued at $27,307,408. 0.24% of the stock is owned by insiders.

Micron Technology Price Performance

Micron Technology stock opened at $418.01 on Wednesday. The stock’s 50 day moving average is $358.66 and its 200 day moving average is $247.85. Micron Technology, Inc. has a one year low of $61.54 and a one year high of $455.50. The firm has a market cap of $470.47 billion, a P/E ratio of 39.73 and a beta of 1.52. 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 (NASDAQ:MU) last released its quarterly earnings results on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 earnings per share (EPS) for the quarter, topping 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 firm had revenue of $13.64 billion during the quarter, compared to analyst estimates of $12.62 billion. During the same quarter last year, the business earned $1.79 EPS. The company’s 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. As a group, research analysts expect that Micron Technology, Inc. will post 6.08 EPS for the current year.

Micron Technology Announces Dividend

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

Micron Technology News Summary

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

• Positive Sentiment: TD Cowen raised its long‑term EPS scenario for MU to as much as $60 for 2026, lifting upside earnings expectations and reinforcing a bullish fundamental thesis for Micron. What TD Cowen’s $60 EPS Call Means for Micron Technology (MU)
• Positive Sentiment: Coverage pieces highlight Micron’s strategic pivot into AI memory (HBM), reporting multi‑year commitments to hyperscalers and planned U.S. fab expansion to meet AI demand — a structural tailwind for revenue and pricing power. Micron’s AI Memory Pivot Tests Valuation As US Fab Spending Surges
• Positive Sentiment: Sector pieces place MU among the handful of firms at the center of an AI memory supply squeeze (HBM/DRAM shortage themes), noting recent revenue and EPS beats that validate stronger forward estimates. These 5 Stocks Are at the Center of the AI Supply Squeeze
• Positive Sentiment: Mainstream commentary (Forbes, Barron’s followups) argues the AI memory boom may have more room to run given tight supply and rising memory intensity per AI model — supporting a continued bullish case for MU. Micron Stock: Is The AI Memory Boom Just Beginning?
• Neutral Sentiment: Micron confirmed its fiscal Q2 earnings call for Mar. 18 — a near‑term catalyst that can amplify volatility (beat could push shares higher; a miss could trigger further selling). Webcast details are on Micron’s IR site. Micron Technology to Report Fiscal Second Quarter Results on March 18, 2026
• Neutral Sentiment: Analysts and commentators are discussing a possible stock split after a ~300% one‑year run; splits don’t change fundamentals but can broaden retail demand — mostly speculative until announced by Micron. Will Micron Technology Stock Split?
• Negative Sentiment: Short‑term price weakness: recent sessions show MU pulling back more than the market, consistent with profit‑taking after a rapid rally; that increases volatility ahead of earnings. Micron (MU) Suffers a Larger Drop Than the General Market: Key Insights
• Negative Sentiment: Risk pieces warn the AI/memory cycle could cool or re‑rate if capacity adds, pricing normalizes, or demand growth slows — a reminder that elevated expectations are priced in and downside risk exists. Micron and Its Memory-Chip Peers Are Riding the AI Surge. How and When It Could Turn Sour.

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.