1,558 Shares in Micron Technology, Inc. $MU Acquired by Investment Advisory Group LLC

Investment Advisory Group LLC bought a new position in shares of Micron Technology, Inc. (NASDAQ:MU) during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor bought 1,558 shares of the semiconductor manufacturer’s stock, valued at approximately $261,000.

Other institutional investors have also modified their holdings of the company. One Wealth Advisors LLC raised its stake in shares of Micron Technology by 20.3% in the third quarter. One Wealth Advisors LLC now owns 2,488 shares of the semiconductor manufacturer’s stock valued at $416,000 after acquiring an additional 420 shares in the last quarter. Alta Wealth Advisors LLC acquired a new position in Micron Technology during the 3rd quarter worth $627,000. Pilgrim Partners Asia Pte Ltd purchased a new stake in Micron Technology during the 3rd quarter worth about $100,000. Belpointe Asset Management LLC raised its position in Micron Technology by 25.6% in the 3rd quarter. Belpointe Asset Management LLC now owns 21,326 shares of the semiconductor manufacturer’s stock valued at $3,568,000 after purchasing an additional 4,340 shares in the last quarter. Finally, First Command Advisory Services Inc. raised its position in Micron Technology by 26.7% in the 3rd quarter. First Command Advisory Services Inc. now owns 280 shares of the semiconductor manufacturer’s stock valued at $47,000 after purchasing an additional 59 shares in the last quarter. Institutional investors and hedge funds own 80.84% of the company’s stock.

Wall Street Analysts Forecast Growth

MU has been the topic of a number of recent research reports. Wedbush set a $320.00 target price on shares of Micron Technology in a research note on Thursday, December 18th. William Blair initiated coverage on shares of Micron Technology in a report on Thursday, January 22nd. They set an “outperform” rating for the company. Rosenblatt Securities restated a “buy” rating and issued a $500.00 price objective on shares of Micron Technology in a report on Tuesday, January 20th. Mizuho lifted their price objective on shares of Micron Technology from $290.00 to $390.00 and gave the stock an “outperform” rating in a research report on Friday, January 9th. Finally, Barclays increased their target price on Micron Technology from $275.00 to $450.00 and gave the company an “overweight” rating in a report on Friday, January 16th. Four research analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Buy” and an average price target of $346.66.

Micron Technology Price Performance

Shares of NASDAQ:MU opened at $389.09 on Tuesday. Micron Technology, Inc. has a 12 month low of $61.54 and a 12 month high of $412.43. The firm has a market capitalization of $437.92 billion, a P/E ratio of 36.99 and a beta of 1.50. The company has a debt-to-equity ratio of 0.19, a current ratio of 2.46 and a quick ratio of 1.78. The company’s fifty day moving average price is $284.66 and its 200 day moving average price is $203.84.

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

Micron Technology Dividend Announcement

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

Insider Activity at Micron Technology

In other news, CAO Scott R. Allen sold 2,000 shares of the business’s stock in a transaction that occurred on Tuesday, January 6th. The stock was sold at an average price of $337.50, for a total transaction of $675,000.00. Following the sale, the chief accounting officer owned 38,237 shares of the company’s stock, valued at $12,904,987.50. The trade was a 4.97% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Manish H. Bhatia sold 26,623 shares of the firm’s stock in a transaction that occurred on Thursday, January 22nd. The shares were sold at an average price of $391.04, for a total value of $10,410,657.92. Following the completion of the transaction, the executive vice president directly owned 323,486 shares of the company’s stock, valued at $126,495,965.44. The trade was a 7.60% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 209,623 shares of company stock worth $53,066,945 in the last ninety days. Company insiders own 0.24% of the company’s stock.

Key Headlines Impacting Micron Technology

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

• Positive Sentiment: AI-driven demand & tight HBM supply: Multiple bullish write-ups note Micron’s HBM demand is accelerating, the company is benefiting from supply constraints, and its HBM book is largely filled through 2026 — a core driver of the recent rally. Micron Stock Is Up Over 260%. Here’s Why It Could Go Even Higher
• Positive Sentiment: Momentum and Wall Street enthusiasm: Coverage highlights a six-session winning streak and ~20% gain over that run, lifting market cap by roughly $75B and spurring bullish analyst/media commentary that supports continued investor interest. What’s Happening With Micron Stock?
• Positive Sentiment: Positive analyst/media narratives and long-term thesis: Several market pieces and commentators (including The Motley Fool and Jim Cramer mentions) continue to push a growth story tied to AI memory demand and attractive valuation metrics versus expected earnings growth. Could Micron Technology Stock Make You a Millionaire in 2026?
• Neutral Sentiment: Analyst/broker activity could move the tape: Coverage notes broker recommendations and rating changes can sway short-term flows; monitor any upgrades/downgrades for near-term impact. Brokers Suggest Investing in Micron (MU)
• Neutral Sentiment: Short-term pullback after a run: Reports call today’s move a dip following a six-session rally — this is consistent with profit-taking rather than a clear change to the long-term thesis. Micron dips after a six-session rally
• Negative Sentiment: Competition risk — Samsung-Nvidia HBM4 supply deal: Multiple outlets report Samsung is qualifying/mass-producing HBM4 for Nvidia starting soon, which could erode Micron’s share of new HBM supply and temper upside expectations. Micron Technology Stock Slips on Nvidia-Samsung Supply Deal
• Negative Sentiment: Multiple reports confirm Samsung’s entry into Nvidia’s AI-memory chain — a tangible competitive development investors see as a near-term headwind for Micron’s HBM pricing/share gains. Samsung Breaks Into Nvidia’s AI Memory Supply Chain with HBM4 Chips
• Negative Sentiment: Insider selling: EVP Manish H. Bhatia sold ~26,623 shares at about $391, reducing his stake ~7.6% — investors may view this as modestly negative sentiment or simply diversification/liquidity. SEC Filing: Insider Sale (Manish H. Bhatia)

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.