Capital Advisory Group Advisory Services LLC lessened its stake in shares of Micron Technology, Inc. (NASDAQ:MU – Free Report) by 27.7% in the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 3,747 shares of the semiconductor manufacturer’s stock after selling 1,434 shares during the period. Capital Advisory Group Advisory Services LLC’s holdings in Micron Technology were worth $1,069,000 as of its most recent SEC filing.
Other hedge funds have also bought and sold shares of the company. REAP Financial Group LLC bought a new stake in Micron Technology during the third quarter valued at about $25,000. Barnes Dennig Private Wealth Management LLC bought a new position in Micron Technology in the 3rd quarter worth $27,000. Elevation Wealth Partners LLC boosted its holdings in Micron Technology by 295.8% in the 4th quarter. Elevation Wealth Partners LLC now owns 95 shares of the semiconductor manufacturer’s stock worth $27,000 after buying an additional 71 shares during the period. Cullen Frost Bankers Inc. boosted its holdings in Micron Technology by 79.3% in the 3rd 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 period. Finally, WealthCollab LLC boosted its holdings in Micron Technology by 4,500.0% in the 2nd quarter. WealthCollab LLC now owns 276 shares of the semiconductor manufacturer’s stock worth $34,000 after buying an additional 270 shares during the period. Institutional investors own 80.84% of the company’s stock.
Key Stories Impacting Micron Technology
Here are the key news stories impacting Micron Technology this week:
- Positive Sentiment: KeyBanc reiterated a Buy and kept a lofty $600 price target, reinforcing an upside narrative that MU’s HBM exposure to AI servers could drive continued earnings upside. 5-star analyst makes a bold call on Micron stock
- Positive Sentiment: MarketBeat and other outlets point to heavy institutional accumulation, technical signs of a bottom, and forecasts that HBM shortages/pricing could extend into 2027 — a setup that supports higher revenue and margins if production remains constrained. The Bottom Is in for Micron Stock: 3 Signals to Buy Now
- Positive Sentiment: Micron’s strategic capacity moves — including the P5 site acquisition and industry-wide multi‑billion capex plans — aim to lock in share of a tight HBM market and support long-term AI-related revenue growth. Micron Technology (MU) Well-Positioned With New P5 Site Acquisition
- Neutral Sentiment: Some analysts and pieces urge caution: growth is real but volatile — investors should watch order/backlog and capex timing (a single chart can change the buy/sell case). This is a reminder the stock can swing sharply around earnings and cycle shifts. 1 Chart Investors Needs to See Before Buying Micron Technology Stock
- Negative Sentiment: Critical caution pieces label MU a crowded, cyclical bet at current levels — warning that outsized gains can reverse if the AI buildout cools or supply dynamics shift. Micron Technology: Crowded Bet On A Cyclical High
- Negative Sentiment: An analyst downgrade (Erste Group to Hold) and reported insider selling add friction to the rally and can weigh on near‑term sentiment even as fundamentals stay strong. Micron Technology (MU) Gets Downgraded by Analyst
- Negative Sentiment: Software improvements like compression (e.g., TurboQuant) and concerns about capex timing could temper HBM demand per unit — a structural headwind that analysts are watching closely. Nvidia’s Artificial Intelligence (AI) Chips Still Need Memory. Here’s Why the Micron Sell-Off Has Gone Too Far.
Micron Technology Stock Down 0.0%
Micron Technology Increases Dividend
The business also recently declared a quarterly dividend, which will be paid on Wednesday, April 15th. Shareholders of record on Monday, March 30th will be paid a $0.15 dividend. This represents a $0.60 annualized dividend and a yield of 0.2%. The ex-dividend date is Monday, March 30th. This is an increase from Micron Technology’s previous quarterly dividend of $0.12. Micron Technology’s dividend payout ratio is presently 2.83%.
Wall Street Analysts Forecast Growth
Several research analysts recently weighed in on MU shares. Bank of America upped their target price on shares of Micron Technology from $400.00 to $500.00 and gave the stock a “buy” rating in a report on Thursday, March 19th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Micron Technology in a report on Thursday, January 29th. Wolfe Research upped their target price on shares of Micron Technology from $300.00 to $350.00 and gave the stock an “outperform” rating in a report on Thursday, December 18th. Royal Bank Of Canada upped their target price on shares of Micron Technology from $425.00 to $525.00 and gave the stock an “outperform” rating in a report on Monday, March 16th. Finally, Stifel Nicolaus upped their target price on shares of Micron Technology from $360.00 to $550.00 and gave the stock a “buy” rating in a report on Monday, March 2nd. Five analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat.com, Micron Technology has an average rating of “Buy” and a consensus price target of $463.71.
Read Our Latest Stock Analysis on Micron Technology
Insider Activity at Micron Technology
In other Micron Technology news, 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 value of $10,747,250.00. Following the sale, the executive vice president owned 248,021 shares in the company, valued at $106,621,747.69. The trade was a 9.16% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP April S. Arnzen sold 40,000 shares of the business’s stock in a transaction on Wednesday, April 1st. The stock was sold at an average price of $347.39, for a total transaction of $13,895,600.00. Following the completion of the sale, the executive vice president owned 125,737 shares in the company, valued at approximately $43,679,776.43. The trade was a 24.13% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders have acquired 23,200 shares of company stock worth $7,821,723 and have sold 91,623 shares worth $35,053,508. 0.24% of the stock is currently owned by corporate insiders.
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.
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