Micron Technology, Inc. $MU Position Reduced by Butensky & Cohen Financial Security Inc.

Butensky & Cohen Financial Security Inc. cut its holdings in Micron Technology, Inc. (NASDAQ:MU) by 34.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 27,099 shares of the semiconductor manufacturer’s stock after selling 14,522 shares during the period. Micron Technology makes up 2.1% of Butensky & Cohen Financial Security Inc.’s portfolio, making the stock its 2nd largest position. Butensky & Cohen Financial Security Inc.’s holdings in Micron Technology were worth $7,734,000 as of its most recent SEC filing.

Other institutional investors have also added to or reduced their stakes in the company. Cadent Capital Advisors LLC bought a new position in shares of Micron Technology during the fourth quarter valued at about $304,000. Norden Group LLC increased its holdings in shares of Micron Technology by 13.3% in the fourth quarter. Norden Group LLC now owns 7,293 shares of the semiconductor manufacturer’s stock worth $2,081,000 after buying an additional 854 shares during the period. Stableford Capital II LLC bought a new stake in shares of Micron Technology in the 4th quarter valued at about $1,500,000. Signal Advisors Wealth LLC lifted its stake in shares of Micron Technology by 58.3% in the 4th quarter. Signal Advisors Wealth LLC now owns 7,004 shares of the semiconductor manufacturer’s stock valued at $1,999,000 after acquiring an additional 2,580 shares during the last quarter. Finally, Gibson Wealth Advisors LLC purchased a new stake in Micron Technology during the 4th quarter valued at about $212,000. 80.84% of the stock is currently owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In related news, Director Teyin M. Liu purchased 7,820 shares of the business’s stock in a transaction that occurred on Wednesday, January 14th. The shares were acquired at an average price of $337.50 per share, for a total transaction of $2,639,250.00. Following the completion of the acquisition, the director directly owned 25,910 shares in the company, valued at approximately $8,744,625. The trade was a 43.23% increase in their position. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, EVP Sumit Sadana sold 25,000 shares of the business’s stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $429.89, for a total transaction 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 ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders purchased 23,200 shares of company stock worth $7,821,723 and sold 53,623 shares worth $21,832,908. 0.24% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

MU has been the topic of several recent research reports. KeyCorp raised their price target on Micron Technology from $450.00 to $600.00 and gave the stock an “overweight” rating in a research report on Thursday, March 19th. Wedbush increased their price objective on Micron Technology from $320.00 to $500.00 and gave the company an “outperform” rating in a research note on Friday, March 13th. Weiss Ratings reissued a “buy (b-)” rating on shares of Micron Technology in a research note on Thursday, January 29th. UBS Group lifted their target price on shares of Micron Technology from $475.00 to $510.00 and gave the stock a “buy” rating in a research note on Thursday, March 19th. Finally, Needham & Company LLC upped their price target on shares of Micron Technology from $450.00 to $500.00 and gave the company a “buy” rating in a report on Thursday, March 19th. Five 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. According to MarketBeat.com, the stock currently has a consensus rating of “Buy” and a consensus price target of $466.75.

Micron Technology News Summary

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

• Positive Sentiment: Wall Street remains constructive: Micron has been one of the most upgraded names in 2026 with elevated price targets and a bullish analyst consensus that suggests meaningful upside from current levels. MarketBeat: Analyst Optimism — Most Upgraded Stocks of 2026
• Positive Sentiment: Fundamentals remain strong: management reported a blockbuster quarter with revenue and margin expansion driven by AI/DRAM demand and HBM shortages, supporting long‑term earnings upside. 24/7 Wall St.: Micron’s Future Hinges on 2 Emerging Challenges
• Neutral Sentiment: Balance‑sheet action: Micron launched cash tender offers to buy back multiple series of senior notes (offers expire March 31), a debt‑management move that reduces outstanding debt but may create short‑term noise around cash use and capital allocation. GlobeNewswire: Micron Announces Cash Tender Offers
• Negative Sentiment: New AI compression research from Google raised fears that LLMs could require far less memory (reports cite up to ~6x reduction), directly threatening future DRAM/HBM demand assumptions for data‑center customers. CNBC: Google AI breakthrough pressures memory chip stocks
• Negative Sentiment: Demand/order concerns and downgrades: analysts and note‑writers flagged potential softness in DRAM orders, concentration risk among large buyers and the possibility that some orders were front‑loaded — prompting downgrades and caution. Seeking Alpha: Micron — Softness in DRAM Orders (Downgrade)
• Negative Sentiment: Quant and technical selling amplified the pullback: chart weakness and algorithmic strategies (reported in market commentary) have hit memory names, accelerating profit‑taking after a multi‑hundred‑percent rally. Barron’s: Semiconductor Stocks Are Losing Momentum — Nvidia and Micron Charts
• Negative Sentiment: Broader market pressure: geopolitical headlines and a risk‑off move (oil surge, market declines) weighed on cyclical and tech names, contributing to intraday weakness in Micron alongside peers. Yahoo Finance: Stock Market Today — Dow Drops; Micron Tumbles

Micron Technology Trading Down 7.0%

NASDAQ MU opened at $355.43 on Friday. The stock has a market cap of $400.83 billion, a P/E ratio of 16.78 and a beta of 1.50. Micron Technology, Inc. has a fifty-two week low of $61.54 and a fifty-two week high of $471.34. The stock has a 50 day simple moving average of $406.31 and a two-hundred day simple moving average of $290.29. The company has a debt-to-equity ratio of 0.13, a quick ratio of 2.32 and a current ratio of 2.90.

Micron Technology Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, April 15th. Investors of record on Monday, March 30th will be paid a $0.15 dividend. The ex-dividend date of this dividend is Monday, March 30th. This is a positive change from Micron Technology’s previous quarterly dividend of $0.12. This represents a $0.60 dividend on an annualized basis and a yield of 0.2%. Micron Technology’s payout ratio is 2.17%.

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.