Baldwin Investment Management LLC Buys New Stake in Micron Technology, Inc. $MU

Baldwin Investment Management LLC acquired a new position in shares of Micron Technology, Inc. (NASDAQ:MU) during the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor acquired 1,300 shares of the semiconductor manufacturer’s stock, valued at approximately $218,000.

A number of other institutional investors also recently bought and sold shares of MU. Orleans Capital Management Corp LA bought a new position in Micron Technology during the 2nd quarter worth about $256,000. iA Global Asset Management Inc. grew its stake in shares of 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 worth $24,578,000 after acquiring an additional 23,117 shares during the last quarter. Cary Street Partners Financial LLC increased its stake in Micron Technology by 25.0% during 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 purchasing an additional 5,233 shares in the last quarter. Wealthspire Advisors LLC raised its stake 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 acquiring an additional 3,208 shares during the last quarter. Finally, Wealthfront Advisers LLC boosted its position in Micron Technology by 9.8% in the third 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 last quarter. 80.84% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In other Micron Technology news, EVP Sumit Sadana sold 25,000 shares of the business’s stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $429.89, for a total transaction of $10,747,250.00. Following the transaction, the executive vice president owned 248,021 shares in the company, valued at approximately $106,621,747.69. The trade was a 9.16% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, Director Teyin M. Liu bought 7,820 shares of Micron Technology stock in a transaction on Wednesday, January 14th. The stock was acquired at an average cost of $337.50 per share, with a total value of $2,639,250.00. Following the acquisition, the director owned 25,910 shares of the company’s stock, valued at $8,744,625. This trade represents a 43.23% increase in their position. The SEC filing for this purchase provides additional information. In the last three months, insiders have bought 23,200 shares of company stock worth $7,821,723 and have sold 73,623 shares worth $27,307,408. 0.24% of the stock is owned by company insiders.

Analyst Ratings Changes

Several brokerages have recently issued reports on MU. Bank of America boosted their price objective on Micron Technology from $300.00 to $400.00 and gave the company a “buy” rating in a report on Tuesday, January 13th. TD Cowen raised their price target on shares of Micron Technology from $300.00 to $450.00 and gave the company a “buy” rating in a research note on Tuesday, January 20th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Micron Technology in a report on Thursday, January 29th. UBS Group raised their target price on Micron Technology from $300.00 to $400.00 and gave the stock a “buy” rating in a research note on Wednesday, January 7th. Finally, Morgan Stanley raised their target price on Micron Technology from $350.00 to $450.00 and gave the stock an “overweight” rating in a research note on Wednesday, February 11th. Six investment analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Buy” and a consensus price target of $358.38.

Micron Technology News Roundup

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

• Positive Sentiment: Micron reported a blowout quarter (EPS and revenue well above estimates) and management says HBM supply is largely committed through 2026, supporting near‑term pricing and revenue visibility. MU earnings
• Positive Sentiment: Major sell‑side upgrades and target hikes signal continued analyst confidence (Deutsche Bank to $500; Needham to $450), which can underpin further upside if demand holds. Deutsche Bank Raises Micron Price Target to $500
• Positive Sentiment: Multiple industry pieces highlight Micron as a key beneficiary of the AI-driven memory squeeze (HBM and DRAM structural tightness), reinforcing revenue and margin upside if shortages persist. These 5 Stocks Are at the Center of the AI Supply Squeeze
• Neutral Sentiment: Coverage and stock‑idea lists (buy & hold and ‘high growth’ themes) are raising visibility and flows into MU, which supports liquidity but also can amplify volatility on rotation. 3 High-Growth Stocks To By In February
• Negative Sentiment: Micron’s plan to spend up to ~$200 billion on U.S. fabrication through 2030 raises concerns about execution risk, capital intensity, and dilution of near‑term returns — a worry for some investors despite the strategic logic. Micron’s AI Memory Pivot Tests Valuation
• Negative Sentiment: Competitor capacity plans (e.g., SK Hynix signaling output increases) could ease the current memory bottleneck over time and pressure pricing — a potential headwind to margins if supply growth outpaces demand. SK Hynix Boss Pledges to Boost Output
• Negative Sentiment: After a rapid multi‑quarter rally, some coverage warns that the memory cycle could turn and that the rally already prices in a lot of good news — creating scope for short‑term profit‑taking and volatility. Micron and Its Memory-Chip Peers Are Riding the AI Surge

Micron Technology Stock Down 1.7%

Micron Technology stock opened at $420.97 on Tuesday. The stock has a 50-day simple moving average of $354.95 and a 200-day simple moving average of $245.74. The company has a market capitalization of $473.81 billion, a P/E ratio of 40.02 and a beta of 1.51. Micron Technology, Inc. has a fifty-two week low of $61.54 and a fifty-two week high of $455.50. The company has a debt-to-equity ratio of 0.19, a quick ratio of 1.78 and a current ratio of 2.46.

Micron Technology (NASDAQ:MU) last issued its quarterly earnings results on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 earnings per share for the quarter, topping analysts’ consensus estimates 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 quarterly revenue was up 56.7% compared to the same quarter last year. During the same quarter in the prior year, the business earned $1.79 EPS. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. Equities research analysts expect that Micron Technology, Inc. will post 6.08 earnings per share for the current year.

Micron Technology Dividend Announcement

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

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.