Micron Technology, Inc. $MU Holdings Lifted by Aaron Wealth Advisors LLC

Aaron Wealth Advisors LLC increased its holdings in shares of Micron Technology, Inc. (NASDAQ:MU) by 31.0% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 13,953 shares of the semiconductor manufacturer’s stock after buying an additional 3,300 shares during the quarter. Aaron Wealth Advisors LLC’s holdings in Micron Technology were worth $3,982,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also modified their holdings of MU. REAP Financial Group LLC acquired a new position in shares of Micron Technology in the third quarter worth $25,000. Barnes Dennig Private Wealth Management LLC acquired a new position in shares of Micron Technology in the third quarter worth $27,000. Elevation Wealth Partners LLC increased its stake in shares of Micron Technology by 295.8% in the fourth quarter. Elevation Wealth Partners LLC now owns 95 shares of the semiconductor manufacturer’s stock worth $27,000 after acquiring an additional 71 shares during the last quarter. Howard Hughes Medical Institute acquired a new position in shares of Micron Technology in the second quarter worth $30,000. Finally, Cullen Frost Bankers Inc. increased its stake in shares of Micron Technology by 79.3% in the third quarter. Cullen Frost Bankers Inc. now owns 199 shares of the semiconductor manufacturer’s stock worth $33,000 after acquiring an additional 88 shares during the last quarter. 80.84% of the stock is owned by institutional investors and hedge funds.

Micron Technology Trading Up 3.1%

Shares of NASDAQ:MU opened at $377.76 on Tuesday. The stock has a market capitalization of $426.01 billion, a PE ratio of 17.84 and a beta of 1.60. Micron Technology, Inc. has a 1 year low of $61.54 and a 1 year high of $471.34. The firm has a fifty day moving average price of $402.88 and a 200 day moving average price of $302.37. The company has a current ratio of 2.90, a quick ratio of 2.32 and a debt-to-equity ratio of 0.13.

Micron Technology Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, April 15th. Shareholders of record on Monday, March 30th will be issued a dividend of $0.15 per share. This represents a $0.60 dividend on an annualized basis and a yield of 0.2%. This is a positive change from Micron Technology’s previous quarterly dividend of $0.12. The ex-dividend date is Monday, March 30th. Micron Technology’s dividend payout ratio is currently 2.83%.

Insider Activity

In other Micron Technology news, 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 directly owned 248,021 shares in the company, valued at $106,621,747.69. This represents a 9.16% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP April S. Arnzen sold 40,000 shares of the company’s stock in a transaction dated Wednesday, April 1st. The shares were sold at an average price of $347.39, for a total transaction of $13,895,600.00. Following the sale, the executive vice president owned 125,737 shares of the company’s stock, valued at $43,679,776.43. This trade represents a 24.13% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have purchased 23,200 shares of company stock valued at $7,821,723 and have sold 91,623 shares valued at $35,053,508. Company insiders own 0.24% of the company’s stock.

Micron Technology News Roundup

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

• Positive Sentiment: KeyBanc reiterated an upgrade and a high $600 price target, arguing continued structural demand for high‑bandwidth memory tied to AI servers — the note bolsters the bull case and is cited as a near‑term catalyst. Micron Stock Rises. Why This Analyst Sees a 60% Gain
• Positive Sentiment: MarketBeat / InvestorPlace coverage highlights Micron as a core beneficiary of NVIDIA’s data‑center roadmap — institutional accumulation and record revenue prints for AI memory are supporting further multiple expansion. These 4 Stocks Are Quietly Riding NVIDIA’s Data Center Boom Higher
• Positive Sentiment: Zacks and other market write‑ups position Micron as one of the primary AI infrastructure plays (alongside storage and networking names), reinforcing investor rotation into memory stocks on bullish growth forecasts. Forget NVIDIA: 2 AI Stocks Poised to Be Next Big Winners
• Positive Sentiment: Reports (Benzinga coverage) say Micron has secured major AI deals with pricing floors and upfront payments — that improves revenue visibility and reduces spot‑price exposure, a meaningful fundamental positive for near‑term cash flow. What Do Experts Think Of Micron Technology’s Competition And Fundamentals?
• Neutral Sentiment: Macro and market sentiment (e.g., ceasefire optimism) are lifting indexes and helping MU alongside other cyclical tech names — positive flow, but not company‑specific fundamental news. Nasdaq 100: Seagate, Micron Lift US Indices on Ceasefire Optimism
• Negative Sentiment: Insider selling remains prominent (recent EVP sale ~ $13.9M and multiple documented insider dispositions). Heavy insider sales can be read as a signal to traders and may pressure sentiment if they continue. Insider Selling: Micron Technology (NASDAQ:MU) EVP Sells $13,895,600.00 in Stock
• Negative Sentiment: Critical analysis flags potential risks: algorithmic/trend‑driven upside (“turboquant”), capex timing/lags, and historical patterns where momentum names can sharply pull back — these cautionary takes argue for discipline around valuation and timing. Micron: TurboQuant And Capex Lag Is Not A Good Combination

Analysts Set New Price Targets

A number of research firms have recently weighed in on MU. Mizuho upped their price target on shares of Micron Technology from $480.00 to $530.00 and gave the stock an “outperform” rating in a research note on Thursday, March 19th. Wedbush upped their price objective on shares of Micron Technology from $320.00 to $500.00 and gave the stock an “outperform” rating in a report on Friday, March 13th. UBS Group upped their price objective on shares of Micron Technology from $475.00 to $510.00 and gave the stock a “buy” rating in a report on Thursday, March 19th. Weiss Ratings reiterated a “buy (b-)” rating on shares of Micron Technology in a report on Thursday, January 29th. Finally, The Goldman Sachs Group upped their price objective on shares of Micron Technology from $360.00 to $400.00 and gave the stock a “neutral” rating in a report on Thursday, March 19th. Five equities research analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Buy” and an average target price of $463.71.

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.