Micron Technology, Inc. $MU Shares Sold by Arvest Investments Inc.

Arvest Investments Inc. reduced its stake in shares of Micron Technology, Inc. (NASDAQ:MU) by 19.6% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 8,310 shares of the semiconductor manufacturer’s stock after selling 2,024 shares during the quarter. Arvest Investments Inc.’s holdings in Micron Technology were worth $2,372,000 at the end of the most recent quarter.

Other large investors also recently bought and sold shares of the company. Investment Research & Advisory Group Inc. purchased a new position in shares of Micron Technology during the 4th quarter worth approximately $57,000. Red Door Wealth Management LLC grew its holdings in Micron Technology by 6.9% during the fourth quarter. Red Door Wealth Management LLC now owns 1,389 shares of the semiconductor manufacturer’s stock worth $396,000 after acquiring an additional 90 shares during the period. C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors purchased a new position in Micron Technology in the fourth quarter worth $233,000. SOA Wealth Advisors LLC. raised its position in Micron Technology by 18.6% in the fourth quarter. SOA Wealth Advisors LLC. now owns 919 shares of the semiconductor manufacturer’s stock worth $262,000 after acquiring an additional 144 shares in the last quarter. Finally, Relyea Zuckerberg Hanson LLC lifted its holdings in Micron Technology by 8.1% in the fourth quarter. Relyea Zuckerberg Hanson LLC now owns 2,392 shares of the semiconductor manufacturer’s stock valued at $683,000 after acquiring an additional 179 shares during the period. Institutional investors and hedge funds own 80.84% of the company’s stock.

Trending Headlines about Micron Technology

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

• Positive Sentiment: Micron is ramping production to supply NVIDIA’s next‑gen Vera Rubin systems, directly tying MU to near‑term AI server demand and potential revenue upside. Micron Technology (MU) Ramping Up Production For NVDA’s Next-Gen Vera Rubin Systems
• Positive Sentiment: Rosenblatt and other analysts remain bullish (consensus price targets materially above current levels), supporting upside expectations if AI demand sustains. Rosenblatt Bullish on Micron Technology (MU) Amid Strong Revenue Growth
• Positive Sentiment: Market commentators and some strategists are pitching MU as a “buy the pullback” AI‑storage play, arguing the recent drop is fear‑driven rather than fundamentals‑driven. Micron Stock and Sandisk Retreat. Why This Wall Street Firm Says to Buy the Pullback.
• Positive Sentiment: Top analysts have highlighted multi‑year AI upside for MU, and high‑profile investors adding exposure has supported confidence in the sector’s growth runway. Top Analyst Calls Micron Stock (MU) a “Top Pick,” Sees Multi-Year AI Upside
• Neutral Sentiment: Longer‑term speculative pieces debate whether MU can reach trillion‑dollar scale by 2030; useful for context but not immediate catalysts. Will Micron Be a Trillion-Dollar Company By 2030?
• Neutral Sentiment: Valuation narratives: some bullish pieces call MU “cheap” on multiples but warn the company must prove structural tailwinds vs. cyclical memory cycles. Prediction: This Memory Supercycle Growth Stock Could 3X by 2030
• Negative Sentiment: Citi cut its price target citing DDR5 DRAM softness and risk from Google’s TurboQuant memory‑compression tech; that note triggered a notable pullback. Micron Drops 6% After Citi’s Price Target Cut: 3 Reasons Bears and Bulls Are Both Right
• Negative Sentiment: Coverage changes: Erste downgraded MU from buy to hold, adding near‑term analyst caution that can weigh on sentiment. Finviz
• Negative Sentiment: Tech‑sector headwinds (e.g., commodity/oil moves and broader market rotations) have pressured chip names, creating volatility risk for MU despite solid fundamentals. Oil Surge Shakes Markets As Tech Slips

Analyst Upgrades and Downgrades

A number of equities analysts have recently weighed in on MU shares. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Micron Technology in a research note on Thursday, January 29th. Piper Sandler raised their price objective on shares of Micron Technology from $275.00 to $400.00 and gave the company an “overweight” rating in a research note on Wednesday, January 7th. 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 research report on Thursday, December 18th. Wells Fargo & Company increased their target price on shares of Micron Technology from $470.00 to $550.00 and gave the company an “overweight” rating in a report on Thursday, March 19th. Finally, Rosenblatt Securities reiterated a “buy” rating and set a $500.00 price target on shares of Micron Technology in a research report on Monday, March 16th. Five research analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Buy” and a consensus target price of $463.71.

Insider Buying and Selling at Micron Technology

In other Micron Technology news, EVP April S. Arnzen sold 40,000 shares of Micron Technology stock in a transaction that occurred 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 sale, the executive vice president directly owned 125,737 shares in the company, valued at $43,679,776.43. The trade was a 24.13% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Sumit Sadana sold 25,000 shares of the company’s stock in a transaction dated 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 completion of the sale, the executive vice president owned 248,021 shares in the company, valued at approximately $106,621,747.69. This trade represents a 9.16% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders bought 23,200 shares of company stock valued at $7,821,723 and sold 93,623 shares valued at $35,728,508. 0.24% of the stock is owned by insiders.

Micron Technology Stock Performance

Shares of MU stock opened at $366.24 on Friday. The company has a debt-to-equity ratio of 0.13, a quick ratio of 2.32 and a current ratio of 2.90. The firm has a market capitalization of $413.02 billion, a price-to-earnings ratio of 17.29 and a beta of 1.60. Micron Technology, Inc. has a one year low of $61.54 and a one year high of $471.34. The company has a 50 day moving average price of $403.11 and a 200 day moving average price of $298.93.

Micron Technology Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, April 15th. Stockholders of record on Monday, March 30th will be paid a dividend of $0.15 per share. This is a boost from Micron Technology’s previous quarterly dividend of $0.12. This represents a $0.60 annualized dividend and a dividend yield of 0.2%. The ex-dividend date is Monday, March 30th. Micron Technology’s payout ratio is 2.83%.

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.