Fielder Capital Group LLC Purchases New Stake in Micron Technology, Inc. $MU

Fielder Capital Group LLC acquired a new position in shares of Micron Technology, Inc. (NASDAQ:MU) during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 1,663 shares of the semiconductor manufacturer’s stock, valued at approximately $278,000.

Other hedge funds have also recently made changes to their positions in the company. Orleans Capital Management Corp LA purchased a new position in Micron Technology during the 2nd quarter valued at about $256,000. iA Global Asset Management Inc. boosted its position in shares of Micron Technology by 18.7% in the third quarter. iA Global Asset Management Inc. now owns 146,890 shares of the semiconductor manufacturer’s stock valued at $24,578,000 after acquiring an additional 23,117 shares during the period. Cary Street Partners Financial LLC boosted its position in shares of Micron Technology by 25.0% in the second quarter. Cary Street Partners Financial LLC now owns 26,132 shares of the semiconductor manufacturer’s stock valued at $3,221,000 after acquiring an additional 5,233 shares during the period. Wealthspire Advisors LLC grew its stake in Micron Technology by 27.8% during the second quarter. Wealthspire Advisors LLC now owns 14,754 shares of the semiconductor manufacturer’s stock valued at $1,818,000 after acquiring an additional 3,208 shares in the last quarter. Finally, WealthBridge Capital Management LLC bought a new stake in Micron Technology during the 2nd quarter worth approximately $210,000. 80.84% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Micron Technology

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

• Positive Sentiment: Analyst and market bulls highlight an AI memory shortage that should lift margins and revenue as data‑center capex accelerates; some view the recent dip as a buying opportunity that preserves upside on robust FY2026 EPS growth. Read More.
• Positive Sentiment: Multiple firms have raised price targets (examples include Mizuho and Phillip Securities), signaling strong conviction that HBM/DRAM tightness and Micron’s execution justify higher valuations. Read More.
• Positive Sentiment: Coverage and deep‑dive pieces (Barron’s, Forbes, The Motley Fool) reinforce the bull case that Micron is a primary beneficiary of the AI infrastructure boom and that multi‑year demand/supply dynamics support further gains. Read More.
• Positive Sentiment: Micron’s announced large NAND/supply investments — notably the reported US$24B Singapore fab project — underpin long‑term capacity expansion and revenue growth tied to NAND and AI memory markets, though they raise capex. Read More.
• Neutral Sentiment: Several valuation checks and think‑pieces note the stock’s rapid run (4x YTD in some windows) and debate whether AI tailwinds are already priced in — useful context for entry and sizing decisions but not an immediate catalyst. Read More.
• Negative Sentiment: An analyst note cutting Nvidia HBM4 supply forecasts to zero (or sharply lowering expected HBM volumes) knocked sentiment by suggesting partner demand or supply timing risks that could weigh on near‑term revenue expectations. Read More.
• Negative Sentiment: Insider selling: EVP Sumit Sadana sold ~25,000 shares (~$10.7M), which, together with post‑rally profit‑taking and unusual options activity, has amplified the pullback and investor caution. Read More.

Insider Buying and Selling at Micron Technology

In other news, Director Teyin M. Liu bought 11,600 shares of Micron Technology stock in a transaction on Tuesday, January 13th. The shares were purchased at an average price of $337.07 per share, for a total transaction of $3,910,012.00. Following the acquisition, the director owned 14,310 shares of the company’s stock, valued at approximately $4,823,471.70. The trade was a 428.04% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Sumit Sadana sold 25,000 shares of the company’s stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $429.89, for a total value 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 approximately $106,621,747.69. The trade was a 9.16% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders bought 23,200 shares of company stock worth $7,821,723 and sold 73,623 shares worth $27,307,408. 0.24% of the stock is owned by company insiders.

Micron Technology Stock Up 3.1%

MU opened at $394.69 on Friday. 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, Inc. has a 12 month low of $61.54 and a 12 month high of $455.50. The business’s 50-day moving average price is $318.68 and its 200-day moving average price is $221.86. The company has a market cap of $444.23 billion, a P/E ratio of 37.52 and a beta of 1.52.

Micron Technology (NASDAQ:MU) last issued its earnings results on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.77 by $1.01. The firm had revenue of $13.64 billion for 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%. The business’s revenue was up 56.7% on a year-over-year basis. During the same quarter last year, the business earned $1.79 earnings per share. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. On average, equities analysts expect that Micron Technology, Inc. will post 6.08 EPS for the current year.

Micron Technology Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, January 14th. Stockholders 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 dividend yield of 0.1%. Micron Technology’s payout ratio is 4.37%.

Analyst Ratings Changes

Several research analysts have commented on MU shares. Raymond James Financial raised their price target on shares of Micron Technology from $190.00 to $310.00 and gave the company an “outperform” rating in a report on Thursday, December 18th. KeyCorp boosted their target price on Micron Technology from $325.00 to $450.00 and gave the stock an “overweight” rating in a research report on Tuesday, January 13th. Rosenblatt Securities reaffirmed a “buy” rating and issued a $500.00 price target on shares of Micron Technology in a report on Tuesday, January 20th. Bank of America boosted their price objective on Micron Technology from $300.00 to $400.00 and gave the stock a “buy” rating in a report on Tuesday, January 13th. Finally, Wedbush set a $320.00 target price on shares of Micron Technology in a research note on Thursday, December 18th. Six research analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Buy” and an average price target of $349.76.

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.