Micron Technology, Inc. $MU Shares Purchased by Park Avenue Securities LLC

Park Avenue Securities LLC boosted its stake in Micron Technology, Inc. (NASDAQ:MU) by 5.1% in the third quarter, Holdings Channel reports. The fund owned 36,892 shares of the semiconductor manufacturer’s stock after buying an additional 1,776 shares during the quarter. Park Avenue Securities LLC’s holdings in Micron Technology were worth $6,173,000 as of its most recent SEC filing.

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

Micron Technology Stock Performance

MU stock opened at $327.02 on Friday. The stock’s 50 day simple moving average is $254.46 and its 200 day simple moving average is $182.69. Micron Technology, Inc. has a 12-month low of $61.54 and a 12-month high of $346.30. The firm has a market cap of $368.06 billion, a P/E ratio of 31.09, a P/E/G ratio of 0.21 and a beta of 1.50. The company has a current ratio of 2.46, a quick ratio of 1.78 and a debt-to-equity ratio of 0.19.

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

Micron Technology Announces Dividend

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

Insider Transactions at Micron Technology

In related news, EVP April S. Arnzen sold 15,000 shares of the firm’s stock in a transaction that occurred 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 sale, the executive vice president owned 165,618 shares of the company’s stock, valued at approximately $45,891,091.62. This trade represents a 8.30% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CAO Scott R. Allen sold 8,800 shares of the business’s stock in a transaction that occurred on Monday, October 20th. The shares were sold at an average price of $210.02, for a total value of $1,848,176.00. Following the transaction, the chief accounting officer owned 40,237 shares of the company’s stock, valued at $8,450,574.74. This represents a 17.95% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 318,800 shares of company stock valued at $72,333,387 over the last ninety days. Insiders own 0.24% of the company’s stock.

Micron Technology News Summary

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

• Positive Sentiment: Company fundamentals and AI demand remain very strong: recent results showed a large revenue and EPS beat and management set lofty FY26 guidance that signals robust AI-driven memory demand and premium pricing power. Earnings & guidance
• Positive Sentiment: Analysts are raising targets and estimates on supply tightness for DRAM/HBM — UBS and Piper Sandler boosted targets toward $400 and firms are increasing 2026–27 EPS forecasts, supporting upside case. Analyst price-target hikes
• Positive Sentiment: Macro/industry confirmation of a memory supercycle — multiple outlets and brokers (JP Morgan, Piper) highlight an extended DRAM/HBM supply squeeze as AI demand outpaces capacity, which should support pricing and margins. JP Morgan / pricing power
• Neutral Sentiment: Broader market pullback and profit-taking are weighing on the stock today even though company-specific news remains positive — traders are trimming winners after a big 2025 rally. Market pullback
• Negative Sentiment: Some technical/valuation concerns and calls of “overbought” increase near-term downside risk — strategists warn momentum could invite selling after sharp gains. Overbought warning
• Negative Sentiment: Analyst divergence: at least one high-profile note trimmed a previously aggressive target, adding short-term headline risk and giving some investors cause to reweight. Analyst cuts
• Negative Sentiment: Insider selling: Micron’s CAO sold 2,000 shares (~$675k) recently, a small but visible insider sale that can be cited by short-term traders as a reason to pare exposure. SEC filing

Analyst Ratings Changes

Several research firms recently commented on MU. Rosenblatt Securities reiterated a “buy” rating and issued a $300.00 price target on shares of Micron Technology in a research note on Monday, December 15th. Piper Sandler lifted their price objective on Micron Technology from $275.00 to $400.00 and gave the stock an “overweight” rating in a report on Wednesday. Wedbush set a $320.00 target price on Micron Technology in a research report on Thursday, December 18th. Cantor Fitzgerald raised their price target 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. Finally, Summit Insights upgraded shares of Micron Technology to a “strong-buy” rating in a research note on Tuesday, September 23rd. Five research analysts have rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Buy” and an average target price of $292.00.

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.