AE Wealth Management LLC Boosts Stake in Micron Technology, Inc. $MU

AE Wealth Management LLC increased its holdings in shares of Micron Technology, Inc. (NASDAQ:MU) by 6.1% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 356,650 shares of the semiconductor manufacturer’s stock after acquiring an additional 20,456 shares during the period. AE Wealth Management LLC’s holdings in Micron Technology were worth $59,675,000 as of its most recent SEC filing.

Several other large investors have also recently bought and sold shares of the business. Vanguard Group Inc. grew its stake in shares of Micron Technology by 1.9% during the 2nd quarter. Vanguard Group Inc. now owns 103,879,662 shares of the semiconductor manufacturer’s stock worth $12,803,168,000 after purchasing an additional 1,973,294 shares during the period. State Street Corp lifted its stake in shares of Micron Technology by 2.7% in the second quarter. State Street Corp now owns 51,373,591 shares of the semiconductor manufacturer’s stock valued at $6,331,795,000 after purchasing an additional 1,349,713 shares during the period. Geode Capital Management LLC boosted its holdings in Micron Technology by 1.2% during the second quarter. Geode Capital Management LLC now owns 25,690,491 shares of the semiconductor manufacturer’s stock worth $3,152,974,000 after buying an additional 314,489 shares in the last quarter. Norges Bank purchased a new stake in Micron Technology during the second quarter worth about $1,980,700,000. Finally, Invesco Ltd. grew its position in Micron Technology by 3.2% during the second quarter. Invesco Ltd. now owns 8,913,450 shares of the semiconductor manufacturer’s stock worth $1,098,583,000 after buying an additional 277,507 shares during the period. Hedge funds and other institutional investors own 80.84% of the company’s stock.

Insider Transactions at Micron Technology

In other Micron Technology news, Director Steven J. Gomo sold 5,000 shares of Micron Technology stock in a transaction dated Friday, December 19th. The stock was sold at an average price of $263.63, for a total value of $1,318,150.00. Following the completion of the sale, the director owned 19,139 shares in the company, valued at $5,045,614.57. The trade was a 20.71% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, CEO Sanjay Mehrotra sold 8,757 shares of the stock in a transaction dated Thursday, November 6th. The stock was sold at an average price of $241.34, for a total transaction of $2,113,414.38. Following the transaction, the chief executive officer owned 400,321 shares in the company, valued at approximately $96,613,470.14. The trade was a 2.14% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders acquired 23,200 shares of company stock valued at $7,821,723 and sold 61,123 shares valued at $19,547,151. 0.24% of the stock is owned by company insiders.

Micron Technology Stock Performance

NASDAQ:MU opened at $435.28 on Thursday. 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 $489.91 billion, a PE ratio of 41.38 and a beta of 1.50. The firm has a 50 day simple moving average of $292.48 and a 200-day simple moving average of $207.46. Micron Technology, Inc. has a 1-year low of $61.54 and a 1-year high of $438.94.

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

Micron Technology Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, January 14th. Stockholders of record on Monday, December 29th were given a $0.115 dividend. The ex-dividend date of this dividend was Monday, December 29th. This represents a $0.46 dividend on an annualized basis and a dividend yield of 0.1%. Micron Technology’s payout ratio is currently 4.37%.

Trending Headlines about Micron Technology

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

• Positive Sentiment: AI-driven demand and margin expansion: Investors are highlighting stronger pricing and margin leverage from AI/HBM demand, supporting a more bullish earnings outlook for Micron. AI-Driven Demand Supports Micron Technology’s Margin Expansion
• Positive Sentiment: Massive capacity commitment — $24B Singapore fab: Micron broke ground on an advanced wafer fab in Singapore (700k sq ft cleanroom, staged over ~10 years) to address long-term NAND/HBM shortages, signaling management’s confidence in sustained AI-driven demand. Micron Breaks Ground on Advanced Wafer Fabrication Facility in Singapore
• Positive Sentiment: Analyst upgrades and higher targets: Several brokers have raised targets and ratings (including a recent Mizuho raise), reinforcing buy-side momentum and fueling flows into the stock. Analyst Price Target Raises
• Positive Sentiment: Insider buying signal: A director purchase was reported recently, which investors interpret as a bullish insider vote of confidence. These 3 Stocks Just Saw Major Insider Moves—Time to Be Bullish or Bearish?
• Neutral Sentiment: Unusual put-option activity: Volume in out-of-the-money MU puts has spiked after the recent rally — could be protective hedging or speculative bearish bets; watch options flow for clues. Unusual Put Options Activity In Micron Technology
• Neutral Sentiment: Investor events / coverage: Micron executives will appear at conferences (Wolfe Research), which could add incremental clarity but are unlikely to change the near-term narrative unless new guidance is provided. Micron Announces Participation in Investor Event
• Negative Sentiment: Competitive risk — Samsung/Nvidia HBM supply deal: Reports that Samsung is ramping HBM4 for Nvidia are a direct competitive development that could pressure Micron’s near-term HBM pricing and share gains. Samsung Breaks Into Nvidia’s AI Memory Supply Chain
• Negative Sentiment: Insider selling: EVP Manish Bhatia sold ~26.6k shares recently; while not unusual for executives to rebalance, the sale is being noted by the market as a modest negative datapoint. SEC Filing: Insider Sale (Manish H. Bhatia)

Analysts Set New Price Targets

MU has been the subject of a number of research reports. HSBC lifted their price target on shares of Micron Technology from $350.00 to $500.00 and gave the company a “buy” rating in a research report on Friday, January 23rd. Wedbush set a $320.00 price objective on Micron Technology in a research note on Thursday, December 18th. 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. Bank of America upped their target price on Micron Technology from $300.00 to $400.00 and gave the company a “buy” rating in a report on Tuesday, January 13th. Finally, Stifel Nicolaus raised their price target on Micron Technology from $300.00 to $360.00 and gave the company a “buy” rating in a research report on Tuesday, January 20th. Five research analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Buy” and a consensus target price of $349.76.

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.