Meeder Asset Management Inc. Boosts Stock Holdings in Micron Technology, Inc. $MU

Meeder Asset Management Inc. grew its holdings in Micron Technology, Inc. (NASDAQ:MU) by 4.0% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 83,950 shares of the semiconductor manufacturer’s stock after purchasing an additional 3,229 shares during the period. Meeder Asset Management Inc.’s holdings in Micron Technology were worth $14,047,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently bought and sold shares of the business. Teamwork Financial Advisors LLC raised its holdings in Micron Technology by 0.4% during the 3rd quarter. Teamwork Financial Advisors LLC now owns 14,974 shares of the semiconductor manufacturer’s stock valued at $2,505,000 after acquiring an additional 53 shares during the period. Blue Trust Inc. lifted its holdings in Micron Technology by 0.5% during the 3rd quarter. Blue Trust Inc. now owns 10,633 shares of the semiconductor manufacturer’s stock worth $1,779,000 after purchasing an additional 53 shares in the last quarter. Lodestone Wealth Management LLC boosted its stake in Micron Technology by 3.2% in the 3rd quarter. Lodestone Wealth Management LLC now owns 1,693 shares of the semiconductor manufacturer’s stock worth $283,000 after purchasing an additional 53 shares during the period. Calamos Wealth Management LLC grew its holdings in Micron Technology by 1.1% during the 3rd quarter. Calamos Wealth Management LLC now owns 6,327 shares of the semiconductor manufacturer’s stock valued at $1,059,000 after buying an additional 67 shares in the last quarter. Finally, HBW Advisory Services LLC increased its position in shares of Micron Technology by 2.5% during the third quarter. HBW Advisory Services LLC now owns 2,818 shares of the semiconductor manufacturer’s stock valued at $471,000 after buying an additional 70 shares during the period. 80.84% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

MU has been the topic of a number of analyst reports. Piper Sandler upped their target price on shares of Micron Technology from $275.00 to $400.00 and gave the stock an “overweight” rating in a report on Wednesday, January 7th. Wolfe Research upped their price target on shares of Micron Technology from $300.00 to $350.00 and gave the stock an “outperform” rating in a report on Thursday, December 18th. Needham & Company LLC increased their price objective on Micron Technology from $200.00 to $300.00 and gave the stock a “buy” rating in a research report on Tuesday, December 16th. Morgan Stanley boosted their target price on Micron Technology from $338.00 to $350.00 and gave the stock an “overweight” rating in a research report on Thursday, December 18th. Finally, Susquehanna raised their target price on shares of Micron Technology from $200.00 to $300.00 and gave the company a “positive” rating in a research note on Monday, December 8th. Five 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.com, the company has an average rating of “Buy” and a consensus target price of $295.45.

Micron Technology News Summary

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

• Positive Sentiment: UBS reaffirmed a Buy rating and raised its price target to $400, citing durable memory-cycle strength and AI-related demand — a clear analyst endorsement that supports higher valuations. UBS Maintains a Buy Rating on Micron Technology, Inc. (MU)
• Positive Sentiment: Industry coverage highlights a tightening memory supply driven by surging AI chip demand, implying stronger pricing and revenue visibility for Micron. That supply/demand narrative is a core bullish driver. AI Is Causing a Memory Shortage. Why Producers Aren’t Rushing to Make a Lot More.
• Positive Sentiment: Zacks added Micron to its Rank #1 (Strong Buy) growth list — another quant/analyst signal that can attract institutional and retail flows. Best Growth Stocks to Buy for Jan. 12
• Positive Sentiment: Several investment write-ups and lists (The Motley Fool, 24/7 Wall St., 247WallSt) reiterate Micron as a top AI/memory play and highlight strong returns over 2025, supporting momentum and retail interest. If You’d Invested $100 in Micron Stock 10 Years Ago, Here’s How Much You’d Have Today
• Positive Sentiment: Price-target upgrades and analyst coverage noting tight memory supply into 2026 (reported on by MSN/others) reinforce expectations for continued revenue and margin strength. Micron (MU) Price Target Raised on Tight Memory Supply Through 2026
• Positive Sentiment: High-profile bullish commentary (e.g., Jim Cramer) and widespread media narratives about Micron expanding capacity and benefiting from AI hype add to momentum and retail FOMO. “Micron (MU) Will Put Up Plants,” Says Jim Cramer
• Neutral Sentiment: Consensus broker recommendations remain Buy, and multiple outlet roundups list Micron among top S&P performers — supportive but already priced into momentum. Micron Technology, Inc. (NASDAQ:MU) Given Consensus Recommendation of “Buy” by Brokerages
• Neutral Sentiment: Seeking Alpha warns against FOMO and highlights insider/professional positioning — a reminder of volatility risk amid a fast run-up. This tempers the bullish case for risk-managing investors. Micron: Control Your FOMO; Don’t Bet Against Insiders Or Professionals
• Negative Sentiment: Insider selling has been reported (including a CAO sale of ~$675k), which investors monitor as a potential signal to trim exposure despite the broader bullish backdrop. Micron Technology (NASDAQ:MU) CAO Sells $675,000.00 in Stock

Micron Technology Stock Up 5.5%

Shares of NASDAQ MU opened at $345.09 on Monday. The stock has a market capitalization of $388.40 billion, a P/E ratio of 32.80, a PEG ratio of 0.22 and a beta of 1.50. Micron Technology, Inc. has a one year low of $61.54 and a one year high of $346.30. The firm’s 50 day simple moving average is $256.89 and its two-hundred day simple moving average is $185.04. The company has a debt-to-equity ratio of 0.19, a current ratio of 2.46 and a quick ratio of 1.78.

Micron Technology (NASDAQ:MU) last announced its quarterly earnings data on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.77 by $1.01. Micron Technology had a net margin of 28.15% and a return on equity of 22.71%. The company had revenue of $13.64 billion during the quarter, compared to analysts’ expectations of $12.62 billion. During the same quarter in the prior year, the company earned $1.79 EPS. The firm’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, analysts expect that Micron Technology, Inc. will post 6.08 EPS for the current fiscal year.

Micron Technology Dividend Announcement

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

Insider Buying and Selling

In related news, CAO Scott R. Allen sold 2,000 shares of the stock in a transaction dated Tuesday, January 6th. The stock was sold at an average price of $337.50, for a total transaction of $675,000.00. Following the completion of the sale, the chief accounting officer directly owned 38,237 shares in the company, valued at $12,904,987.50. This represents a 4.97% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, 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 transaction, the executive vice president owned 165,618 shares in the company, valued at approximately $45,891,091.62. The trade was a 8.30% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 318,800 shares of company stock worth $72,333,387 in the last 90 days. 0.24% of the stock is currently owned by company insiders.

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.