Sumit Sadana Sells 25,000 Shares of Micron Technology (NASDAQ:MU) Stock

Micron Technology, Inc. (NASDAQ:MU) 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 sale, the executive vice president directly owned 248,021 shares of the company’s stock, valued at $106,621,747.69. This represents a 9.16% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink.

Micron Technology Trading Up 0.9%

Shares of MU opened at $382.89 on Friday. The firm has a market capitalization of $430.95 billion, a price-to-earnings ratio of 36.40 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, Inc. has a 1-year low of $61.54 and a 1-year high of $455.50. The company has a 50-day moving average of $315.53 and a 200 day moving average of $219.12.

Micron Technology (NASDAQ:MU) last issued its earnings results on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 EPS for the quarter, topping analysts’ consensus estimates of $3.77 by $1.01. Micron Technology had a net margin of 28.15% and a return on equity of 22.71%. The business had revenue of $13.64 billion for the quarter, compared to the consensus estimate of $12.62 billion. During the same period in the prior year, the firm earned $1.79 EPS. The company’s revenue for the quarter 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. On average, research analysts expect that Micron Technology, Inc. will post 6.08 EPS for the current year.

Micron Technology Dividend Announcement

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

Wall Street Analyst Weigh In

Several analysts recently weighed in on MU shares. New Street Research restated a “neutral” rating on shares of Micron Technology in a report on Tuesday, October 14th. Stifel Nicolaus boosted their price target on shares of Micron Technology from $300.00 to $360.00 and gave the company a “buy” rating in a report on Tuesday, January 20th. HSBC lifted their price objective on shares of Micron Technology from $350.00 to $500.00 and gave the company a “buy” rating in a report on Friday, January 23rd. Sanford C. Bernstein upped their target price on Micron Technology from $270.00 to $330.00 and gave the stock an “outperform” rating in a report on Friday, January 2nd. Finally, UBS Group increased their price target on shares of Micron Technology from $300.00 to $400.00 and gave the company a “buy” rating in a research report on Wednesday, January 7th. Six investment analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Buy” and a consensus target price of $349.76.

Key Stories Impacting Micron Technology

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

• Positive Sentiment: Micron announced a US$24 billion NAND “megafab” in Singapore — a large capacity commitment that supports long‑term NAND revenue and reinforces the company’s role in the AI/data‑center memory supply chain. Micron’s US$24b Singapore Fab Tests AI Memory Growth Story
• Positive Sentiment: Analysts are pushing targets higher (Mizuho, Phillip Securities and others), citing strong HBM/DRAM demand tied to AI — these upgrades support continued buying and institutional interest. Phillip Securities Sets $500 Price Target on HBM Demand
• Positive Sentiment: Market commentary highlights an AI memory boom (HBM shortages, sold‑out 2026 supply) and Micron’s U.S. fabs/executive hires as competitive advantages — narratives that justify premium multiples if data‑center demand persists. Micron Technology Stock Opinions on AI Memory Boom
• Neutral Sentiment: Coverage pieces (Zacks, Forbes, valuation checks) note MU is a top momentum stock but caution some gains may be priced in — useful for timing and risk management but not an immediate catalyst. Micron (MU) is a Top-Ranked Momentum Stock: Should You Buy?
• Neutral Sentiment: Options and strategy writeups (including ideas around a March 27 expiration) signal elevated derivatives activity — indicates traders positioning for volatility but doesn’t by itself change fundamentals. Exploring New Options for Micron Technology (MU) with March 27th Expiration
• Negative Sentiment: EVP Sumit Sadana sold 25,000 shares (~$10.7M) on Feb 2 — a large insider sale that can unsettle some investors despite repeated company insider dispositions during the rally. SEC Filing: Insider Sale
• Negative Sentiment: After a roughly 300% run over the past year, commentators note profit‑taking and unusual options flows pushed MU lower in short intervals — a reminder of heightened short‑term volatility even amid a bullish structural story. Micron (MU) Stock: Executive Offloads $10.7M Following 300% Rally

Institutional Investors Weigh In On Micron Technology

A number of large investors have recently made changes to their positions in MU. REAP Financial Group LLC acquired a new position in shares of Micron Technology in the third quarter valued at about $25,000. High Note Wealth LLC boosted its position in Micron Technology by 65.4% in the fourth quarter. High Note Wealth LLC now owns 86 shares of the semiconductor manufacturer’s stock valued at $25,000 after buying an additional 34 shares during the last quarter. First Command Advisory Services Inc. increased its holdings in Micron Technology by 225.0% in the 2nd 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 period. Barnes Dennig Private Wealth Management LLC purchased a new position in Micron Technology during the 3rd quarter worth approximately $27,000. Finally, Elevation Wealth Partners LLC lifted its stake in Micron Technology by 295.8% during the 4th quarter. Elevation Wealth Partners LLC now owns 95 shares of the semiconductor manufacturer’s stock valued at $27,000 after acquiring an additional 71 shares during the period. 80.84% of the stock is owned by hedge funds and other institutional investors.

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.