Hennion & Walsh Asset Management Inc. Has $3.49 Million Stock Position in Micron Technology, Inc. $MU

Hennion & Walsh Asset Management Inc. boosted its position in Micron Technology, Inc. (NASDAQ:MU) by 31.7% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 20,862 shares of the semiconductor manufacturer’s stock after acquiring an additional 5,021 shares during the period. Hennion & Walsh Asset Management Inc.’s holdings in Micron Technology were worth $3,491,000 as of its most recent SEC filing.

A number of other hedge funds have also recently added to or reduced their stakes in the company. First Command Advisory Services Inc. raised its position in shares of Micron Technology by 225.0% during the second quarter. First Command Advisory Services Inc. now owns 221 shares of the semiconductor manufacturer’s stock worth $27,000 after purchasing an additional 153 shares during the period. Howard Hughes Medical Institute bought a new stake in Micron Technology during the 2nd quarter valued at $30,000. AlphaQuest LLC raised its holdings in Micron Technology by 13,250.0% during the second quarter. AlphaQuest LLC now owns 267 shares of the semiconductor manufacturer’s stock worth $33,000 after buying an additional 265 shares during the last quarter. WealthCollab LLC raised its holdings in Micron Technology by 4,500.0% during the second quarter. WealthCollab LLC now owns 276 shares of the semiconductor manufacturer’s stock worth $34,000 after buying an additional 270 shares during the last quarter. Finally, Accordant Advisory Group Inc lifted its stake in shares of Micron Technology by 200.0% in the third quarter. Accordant Advisory Group Inc now owns 300 shares of the semiconductor manufacturer’s stock valued at $50,000 after buying an additional 200 shares in the last quarter. Institutional investors and hedge funds own 80.84% of the company’s stock.

Insiders Place Their Bets

In related news, CFO Mark J. Murphy sold 126,000 shares of Micron Technology stock in a transaction that occurred on Thursday, October 30th. The shares were sold at an average price of $225.31, for a total value of $28,389,060.00. Following the sale, the chief financial officer owned 219,693 shares of the company’s stock, valued at approximately $49,499,029.83. The trade was a 36.45% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director Steven J. Gomo sold 5,000 shares of the company’s stock in a transaction that occurred on Friday, December 19th. The shares were sold at an average price of $263.63, for a total value of $1,318,150.00. Following the completion of the transaction, the director owned 19,139 shares in the company, valued at approximately $5,045,614.57. The trade was a 20.71% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 316,800 shares of company stock valued at $71,658,387. Company insiders own 0.24% of the company’s stock.

Micron Technology Stock Performance

Shares of MU opened at $343.71 on Wednesday. The stock has a 50 day moving average of $250.15 and a 200 day moving average of $180.57. The company has a market capitalization of $386.85 billion, a price-to-earnings ratio of 32.67, a PEG ratio of 0.20 and a beta of 1.50. Micron Technology, Inc. has a 12 month low of $61.54 and a 12 month high of $344.55. The company has a current ratio of 2.46, a quick ratio of 1.78 and a debt-to-equity ratio of 0.19.

Micron Technology (NASDAQ:MU) last posted its quarterly earnings data on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 earnings per share for the quarter, topping the consensus estimate of $3.77 by $1.01. Micron Technology had a return on equity of 22.71% and a net margin of 28.15%.The business had revenue of $13.64 billion for the quarter, compared to analysts’ expectations of $12.62 billion. During the same quarter in the previous year, the firm earned $1.79 earnings per share. The business’s revenue was up 56.7% on a year-over-year basis. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. As a group, sell-side analysts forecast that Micron Technology, Inc. will post 6.08 earnings per share for the current year.

Micron Technology Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, January 14th. Investors of record on Monday, December 29th will be issued a dividend of $0.115 per share. This represents a $0.46 dividend on an annualized basis and a yield of 0.1%. The ex-dividend date is Monday, December 29th. Micron Technology’s dividend payout ratio (DPR) is 4.37%.

Micron Technology News Summary

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

• Positive Sentiment: Investors pushed MU higher after coverage noting that surging AI data‑center demand is tightening memory supply and lifting prices, reinforcing the view Micron will benefit from a multi‑year DRAM/HBM cycle. Stock Market Today, Jan. 6: Micron Technology Surges on AI Memory Demand
• Positive Sentiment: Headline coverage summarizing the intraday rally and investor reaction to Micron’s recent results and AI outlook — a concise primer for why shares are “skyrocketing” amid the sector rotation into memory names. Micron (MU) shares skyrocket, what you need to know
• Positive Sentiment: Micron said it will increase AI-related capital spending (2026 AI capex raised toward ~$20B), signaling management is betting on sustained data‑center/HBM demand — a growth signal that supports higher revenue and margin expectations over coming years. Micron Technology (MU) Is Up 7.2% After Hiking 2026 AI Capex To $20 Billion – Has The Bull Case Changed?
• Positive Sentiment: Analysts have been upping ratings and price targets after Micron’s record quarter and AI tailwinds; Citi and other shops reiterated buy calls, adding momentum to the rally. Micron Technology: Buy Rating Reiterated on AI-Driven DRAM Upswing and Record Earnings Outlook
• Neutral Sentiment: Analyst commentaries and retrospectives note MU’s massive 2025 run (~+239%) and argue the company still looks attractive given HBM momentum and improving fundamentals — but these pieces also implicitly raise valuation and momentum questions for 2026. Micron Up 239% in 2025: Is the Memory Chip Stock Still a Buy in 2026?
• Neutral Sentiment: Market commentators are assessing valuation after the month‑long run; some models show upside remains but warn the market may be pricing in continued outperformance — useful context for investors sizing positions. Assessing Micron Technology (MU) Valuation After A Strong Month Of Share Price Momentum
• Negative Sentiment: Several notes caution that the stock’s rapid appreciation may be front‑running future guidance and that a pullback is possible if price/mix or guidance disappoints; traders should watch margin guidance, bit‑growth cadence and HBM pricing. Market commentary and coverage trends on MU

Wall Street Analysts Forecast Growth

Several equities research analysts have recently commented on the stock. Cantor Fitzgerald boosted their target price on shares of Micron Technology from $300.00 to $350.00 and gave the stock an “overweight” rating in a research report on Thursday, December 18th. Raymond James Financial increased their price objective on Micron Technology from $190.00 to $310.00 and gave the stock an “outperform” rating in a research note on Thursday, December 18th. Bank of America upgraded Micron Technology from a “neutral” rating to a “buy” rating and raised their target price for the company from $250.00 to $300.00 in a report on Thursday, December 18th. Wells Fargo & Company upped their price target on Micron Technology from $300.00 to $335.00 and gave the stock an “overweight” rating in a report on Thursday, December 18th. Finally, Mizuho increased their price target on Micron Technology from $270.00 to $290.00 and gave the company an “outperform” rating in a research report on Thursday, December 18th. Five research analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Buy” and a consensus target price of $284.24.

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.