Naviter Wealth LLC Acquires 1,946 Shares of Micron Technology, Inc. $MU

Naviter Wealth LLC raised its holdings in shares of Micron Technology, Inc. (NASDAQ:MU) by 20.5% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 11,432 shares of the semiconductor manufacturer’s stock after purchasing an additional 1,946 shares during the quarter. Naviter Wealth LLC’s holdings in Micron Technology were worth $1,913,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds have also made changes to their positions in MU. REAP Financial Group LLC bought a new position in shares of Micron Technology in the 3rd quarter valued at about $25,000. Barnes Dennig Private Wealth Management LLC purchased a new stake in Micron Technology during the third quarter valued at approximately $27,000. Cullen Frost Bankers Inc. raised its position in Micron Technology by 79.3% during the third quarter. Cullen Frost Bankers Inc. now owns 199 shares of the semiconductor manufacturer’s stock valued at $33,000 after purchasing an additional 88 shares during the period. First Command Advisory Services Inc. lifted its stake in shares of Micron Technology by 225.0% in the 2nd 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 last quarter. Finally, Howard Hughes Medical Institute purchased a new position in shares of Micron Technology in the 2nd quarter worth approximately $30,000. 80.84% of the stock is owned by hedge funds and other institutional investors.

Micron Technology Trading Down 0.6%

MU stock opened at $411.66 on Friday. Micron Technology, Inc. has a 12 month low of $61.54 and a 12 month high of $455.50. The firm’s 50-day moving average is $334.97 and its 200 day moving average is $231.07. The company has a market capitalization of $463.33 billion, a PE ratio of 39.13 and a beta of 1.52. 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 released its quarterly earnings data on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.77 by $1.01. The company 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%. The firm’s quarterly revenue was up 56.7% on a year-over-year basis. During the same period in the previous year, the company earned $1.79 EPS. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. On average, research analysts anticipate that Micron Technology, Inc. will post 6.08 EPS for the current year.

Micron Technology Announces Dividend

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

Wall Street Analyst Weigh In

Several research firms recently weighed in on MU. Itau BBA Securities restated an “outperform” rating on shares of Micron Technology in a report on Thursday, December 18th. Sanford C. Bernstein lifted their price objective on shares of Micron Technology from $270.00 to $330.00 and gave the stock an “outperform” rating in a research note on Friday, January 2nd. Stifel Nicolaus increased their target price on shares of Micron Technology from $300.00 to $360.00 and gave the company a “buy” rating in a research note on Tuesday, January 20th. Piper Sandler raised 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. Finally, William Blair assumed coverage on shares of Micron Technology in a research note on Thursday, January 22nd. They set an “outperform” rating for the company. Six analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Buy” and an average price target of $353.21.

Insider Activity at Micron Technology

In other news, Director Teyin M. Liu bought 11,600 shares of the firm’s stock in a transaction on Tuesday, January 13th. The stock was acquired at an average cost of $337.07 per share, with a total value of $3,910,012.00. Following the transaction, the director directly owned 14,310 shares in the company, valued at approximately $4,823,471.70. This trade represents a 428.04% increase in their position. The acquisition was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, EVP April S. Arnzen sold 15,000 shares of the stock in a transaction 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 directly owned 165,618 shares in the company, valued at $45,891,091.62. The trade was a 8.30% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders bought 23,200 shares of company stock worth $7,821,723 and sold 73,623 shares worth $27,307,408. Company insiders own 0.24% of the company’s stock.

Trending Headlines about Micron Technology

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

• Positive Sentiment: Analyst upgrades and bullish notes lifted investor enthusiasm; several upgrades and price-target raises prompted gap-ups and heavy buying earlier in the week. Micron Technology (NASDAQ:MU) Trading 9.9% Higher Following Analyst Upgrade
• Positive Sentiment: Management/CFO messaging that demand significantly outpaces supply — and that tightness could persist beyond 2026 — bolstered the bull case for DRAM/HBM pricing power and AI revenue visibility. Micron Technology Stock (MU) Opinions on CFO Supply-Demand Outlook
• Positive Sentiment: Company momentum tied to accelerated HBM4 and NAND updates — reports of faster HBM4 timelines and facility progress lifted expectations for near-term product competitiveness and AI revenue mix. Micron (MU) Stock Surges 10% on Accelerated HBM4 Chip Timeline
• Neutral Sentiment: Retail and social-media sentiment has flipped bullish (Reddit/X), amplifying momentum but increasing volatility risk as retail participation can accelerate both rallies and pullbacks. Micron Is Suddenly at the Center of AI Spending As Shares Keep Soaring
• Neutral Sentiment: “Is Micron the next Nvidia?” pieces and bull-case writeups drive narrative momentum but are largely speculative — useful for sentiment but not proof of sustainable fundamentals. 2 AI Stocks Soaring Over 400% That Could Be The Next NVIDIA
• Negative Sentiment: Samsung’s announcement that it’s mass-producing HBM4 raises competitive risk and prompts investors to re-evaluate Micron’s premium valuation and near-term share gains. Samsung Claims to Be First to Ship New Memory Chips. What It Means for Micron.
• Negative Sentiment: Valuation concerns and at least one downgrade/dissenting view argue Micron may be “priced to perfection,” increasing pullback risk if execution or end-market strength softens. Micron Is Priced To Perfection In A Non-Perfect Market (Downgrade)
• Negative Sentiment: Notable insider selling activity (multiple executive sales) is being watched by some investors as a potential caution, even as institutional holdings remain large and mixed. Micron Technology Stock (MU) Opinions on CFO Supply-Demand Outlook

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.