Micron Technology, Inc. $MU Stock Holdings Lifted by Avior Wealth Management LLC

Avior Wealth Management LLC increased its position in shares of Micron Technology, Inc. (NASDAQ:MU) by 155.8% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 31,328 shares of the semiconductor manufacturer’s stock after acquiring an additional 19,080 shares during the quarter. Avior Wealth Management LLC’s holdings in Micron Technology were worth $8,941,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in MU. Orleans Capital Management Corp LA acquired a new stake in shares of Micron Technology during the second quarter worth approximately $256,000. iA Global Asset Management Inc. grew its position in Micron Technology by 18.7% during the third quarter. iA Global Asset Management Inc. now owns 146,890 shares of the semiconductor manufacturer’s stock valued at $24,578,000 after purchasing an additional 23,117 shares in the last quarter. Cary Street Partners Financial LLC increased its stake in Micron Technology by 25.0% in the 2nd quarter. Cary Street Partners Financial LLC now owns 26,132 shares of the semiconductor manufacturer’s stock valued at $3,221,000 after buying an additional 5,233 shares during the period. Wealthspire Advisors LLC lifted its position in Micron Technology by 27.8% in the 2nd quarter. Wealthspire Advisors LLC now owns 14,754 shares of the semiconductor manufacturer’s stock worth $1,818,000 after buying an additional 3,208 shares in the last quarter. Finally, Wealthfront Advisers LLC boosted its stake in shares of Micron Technology by 9.8% during the 3rd quarter. Wealthfront Advisers LLC now owns 95,396 shares of the semiconductor manufacturer’s stock valued at $15,962,000 after buying an additional 8,489 shares during the period. Institutional investors and hedge funds own 80.84% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities analysts have recently weighed in on the stock. Itau BBA Securities reaffirmed an “outperform” rating on shares of Micron Technology in a research note on Thursday, December 18th. Rosenblatt Securities restated a “buy” rating and issued a $500.00 target price on shares of Micron Technology in a research note on Monday. Deutsche Bank Aktiengesellschaft upped their target price on Micron Technology from $500.00 to $550.00 and gave the stock a “buy” rating in a research report on Thursday. Wedbush raised their price target on Micron Technology from $320.00 to $500.00 and gave the stock an “outperform” rating in a research note on Friday, March 13th. Finally, Bank of America boosted their price target on Micron Technology from $400.00 to $500.00 and gave the company a “buy” rating in a research note on Thursday. Five investment analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat.com, Micron Technology currently has an average rating of “Buy” and an average price target of $453.55.

Micron Technology News Roundup

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

• Positive Sentiment: Q2 blowout: record revenue, huge margin expansion and aggressive Q3 guidance that highlights ongoing AI/HBM demand — underpins multi‑year growth thesis. Micron’s Mic-Drop Quarter: AI Memory Demand Supercharged Earnings
• Positive Sentiment: Wall Street is raising targets: numerous firms bumped price targets (several into the $500s–$700s) and reiterated buys, reflecting confidence in pricing power and tight supply. Micron Stock Forecast Soars as Analysts See ‘No Indication of Slowing Momentum’
• Positive Sentiment: Capital returns: Micron raised its quarterly dividend ~30% to $0.15, signaling confidence in cash flow generation. (Company release)
• Neutral Sentiment: Product/capacity updates: Micron is ramping HBM4 and PCIe Gen6 SSDs and says much of near‑term capacity is sold out — positive for pricing but tied to execution risk. Micron’s New HBM4 And PCIe Gen6 SSDs Test Lofty AI Valuation
• Negative Sentiment: Higher capex and spending plans worried investors: management flagged a meaningful spending ramp to expand capacity/quality, which investors fear could pressure free cash flow and cap current margin momentum. Micron shares slip as hefty spending plans eclipse strong AI-fueled earnings
• Negative Sentiment: Sell‑the‑news / downgrade pressure: despite the beat, some investors trimmed positions and at least one bearish note flagged increasing HBM competition (Samsung entering NVIDIA supply chain) and cyclical risk, prompting a pullback. Micron: Entering The Danger Zone (Rating Downgrade)

Insider Activity at Micron Technology

In related news, EVP Manish H. Bhatia sold 26,623 shares of the company’s stock in a transaction on Thursday, January 22nd. The shares were sold at an average price of $391.04, for a total transaction of $10,410,657.92. Following the completion of the sale, the executive vice president directly owned 323,486 shares of the company’s stock, valued at approximately $126,495,965.44. This represents a 7.60% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CAO Scott R. Allen sold 2,000 shares of the firm’s stock in a transaction 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 in the company, valued at $12,904,987.50. The trade was a 4.97% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have acquired 23,200 shares of company stock valued at $7,821,723 and have sold 68,623 shares valued at $25,989,258. 0.24% of the stock is currently owned by company insiders.

Micron Technology Price Performance

NASDAQ MU opened at $444.27 on Friday. Micron Technology, Inc. has a fifty-two week low of $61.54 and a fifty-two week high of $471.34. The stock’s 50-day moving average is $401.09 and its two-hundred day moving average is $280.93. The company has a debt-to-equity ratio of 0.19, a current ratio of 2.46 and a quick ratio of 1.78. The firm has a market cap of $500.03 billion, a P/E ratio of 20.98 and a beta of 1.50.

Micron Technology (NASDAQ:MU) last announced its quarterly earnings results on Wednesday, March 18th. The semiconductor manufacturer reported $12.20 earnings per share for the quarter, topping analysts’ consensus estimates of $8.50 by $3.70. The company had revenue of $23.86 billion during the quarter, compared to analysts’ expectations of $18.90 billion. Micron Technology had a return on equity of 44.53% and a net margin of 41.49%.The business’s quarterly revenue was up 196.3% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $1.56 earnings per share. On average, analysts anticipate that Micron Technology, Inc. will post 6.08 earnings per share for the current fiscal year.

Micron Technology Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, April 15th. Shareholders of record on Monday, March 30th will be given a dividend of $0.15 per share. The ex-dividend date of this dividend is Monday, March 30th. This is an increase from Micron Technology’s previous quarterly dividend of $0.12. This represents a $0.60 dividend on an annualized basis and a yield of 0.1%. Micron Technology’s dividend payout ratio (DPR) is currently 2.17%.

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.