Micron Technology, Inc. $MU Shares Purchased by EverSource Wealth Advisors LLC

EverSource Wealth Advisors LLC raised its holdings in shares of Micron Technology, Inc. (NASDAQ:MU) by 38.3% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 8,630 shares of the semiconductor manufacturer’s stock after acquiring an additional 2,391 shares during the quarter. EverSource Wealth Advisors LLC’s holdings in Micron Technology were worth $1,444,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds also recently modified their holdings of MU. Norges Bank acquired a new position in shares of Micron Technology during the 2nd quarter worth approximately $1,980,700,000. Slate Path Capital LP acquired a new stake in Micron Technology during the 2nd quarter valued at $317,751,000. Vanguard Group Inc. increased its position in Micron Technology by 1.9% during the second quarter. Vanguard Group Inc. now owns 103,879,662 shares of the semiconductor manufacturer’s stock worth $12,803,168,000 after buying an additional 1,973,294 shares in the last quarter. State Street Corp raised its holdings 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 worth $6,331,795,000 after acquiring an additional 1,349,713 shares during the last quarter. Finally, Orbis Allan Gray Ltd raised its holdings in shares of Micron Technology by 50.2% in the second quarter. Orbis Allan Gray Ltd now owns 3,457,726 shares of the semiconductor manufacturer’s stock worth $426,165,000 after acquiring an additional 1,156,086 shares during the last quarter. Hedge funds and other institutional investors own 80.84% of the company’s stock.

Micron Technology News Roundup

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

• Positive Sentiment: Analyst comparison argues Micron is the superior AI memory pick thanks to booming HBM demand and tight supply that boosts pricing power and margins. This supports optimism for sustained revenue/margin gains. Micron vs. Oracle: One AI Stock Is a Clear Buy Right Now
• Positive Sentiment: Micron announced a massive U.S. buildout (~US$200B headline) to expand capacity for AI memory—moves that should secure long‑term share in HBM markets and underpin revenue growth as hyperscalers scale. Micron Ramps US$200b US Buildout As AI Demand Tests Valuation
• Positive Sentiment: Bullish market commentary and analyses (MarketBeat, Forbes, 247WallSt) highlight Micron’s momentum, HBM leadership, and room for further upside despite big YTD gains—driving investor FOMO into the AI memory trade. Forget Nvidia: Micron Is Up 330% in a Year and Still Looks Cheap
• Positive Sentiment: TD Cowen and other brokers have raised long‑run EPS/earnings scenarios (TD Cowen’s $60 EPS call cited), reinforcing a growth narrative and supporting higher analyst targets. What TD Cowen’s $60 EPS Call Means for Micron Technology (MU)
• Neutral Sentiment: Micron set its fiscal Q2 earnings date for March 18; that event is the next major catalyst and could produce volatility if guidance or demand commentary differs from bullish expectations. Micron Technology to Report Fiscal Second Quarter Results on March 18, 2026
• Neutral Sentiment: Market chatter includes stock‑split speculation and questions about whether to lock profits after large gains—these are sentiment drivers but not fundamental changes. Will Micron Technology Stock Split?
• Negative Sentiment: Several pieces note valuation is being tested—large capex and a rich multiple mean disappointment on guidance or slower HBM adoption could trigger a sharp pullback. Micron Ramps US$200b US Buildout As AI Demand Tests Valuation

Analysts Set New Price Targets

MU has been the topic of a number of analyst reports. Mizuho increased their price objective on Micron Technology from $390.00 to $480.00 and gave the company an “outperform” rating in a research note on Tuesday, January 27th. Raymond James Financial upped their target price on shares of Micron Technology from $190.00 to $310.00 and gave the company an “outperform” rating in a report on Thursday, December 18th. Wedbush set a $320.00 price target on shares of Micron Technology in a report on Thursday, December 18th. Wall Street Zen raised shares of Micron Technology from a “buy” rating to a “strong-buy” rating in a research report on Sunday, November 23rd. Finally, Wells Fargo & Company raised their target price on shares of Micron Technology from $335.00 to $410.00 and gave the stock an “overweight” rating in a research report on Thursday, January 15th. Six equities research analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Buy” and a consensus target price of $358.38.

Insider Activity

In related news, EVP April S. Arnzen sold 15,000 shares of the stock in a transaction on Monday, December 22nd. The stock was sold at an average price of $277.09, for a total value of $4,156,350.00. Following the completion of the sale, the executive vice president directly owned 165,618 shares in the company, valued at approximately $45,891,091.62. This represents a 8.30% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CAO Scott R. Allen sold 2,000 shares of the business’s stock in a transaction dated Tuesday, January 6th. The stock was sold at an average price of $337.50, for a total value of $675,000.00. Following the transaction, the chief accounting officer owned 38,237 shares in the company, valued at approximately $12,904,987.50. This represents a 4.97% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders bought 23,200 shares of company stock worth $7,821,723 and sold 73,623 shares worth $27,307,408. Company insiders own 0.24% of the company’s stock.

Micron Technology Price Performance

Shares of Micron Technology stock opened at $429.00 on Thursday. The business’s fifty day moving average price is $362.73 and its 200 day moving average price is $249.11. Micron Technology, Inc. has a twelve month low of $61.54 and a twelve month high of $455.50. The company has a current ratio of 2.46, a quick ratio of 1.78 and a debt-to-equity ratio of 0.19. The stock has a market capitalization of $482.84 billion, a P/E ratio of 40.78 and a beta of 1.52.

Micron Technology (NASDAQ:MU) last released its quarterly earnings data 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 return on equity of 22.71% and a net margin of 28.15%.The company had revenue of $13.64 billion for the quarter, compared to the consensus estimate of $12.62 billion. During the same period last year, the business posted $1.79 EPS. The company’s quarterly revenue 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. As a group, research analysts anticipate that Micron Technology, Inc. will post 6.08 earnings per share for the current year.

Micron Technology Dividend Announcement

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

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.