LOM Asset Management Ltd Has $1.78 Million Holdings in Micron Technology, Inc. $MU

LOM Asset Management Ltd raised its position in shares of Micron Technology, Inc. (NASDAQ:MU) by 21.0% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 10,612 shares of the semiconductor manufacturer’s stock after purchasing an additional 1,845 shares during the period. LOM Asset Management Ltd’s holdings in Micron Technology were worth $1,776,000 as of its most recent SEC filing.

Several other large investors have also made changes to their positions in the company. Brighton Jones LLC grew its position in Micron Technology by 18.3% in the fourth quarter. Brighton Jones LLC now owns 6,318 shares of the semiconductor manufacturer’s stock worth $532,000 after acquiring an additional 976 shares in the last quarter. Sivia Capital Partners LLC raised its holdings in shares of Micron Technology by 21.7% during the 2nd quarter. Sivia Capital Partners LLC now owns 3,528 shares of the semiconductor manufacturer’s stock valued at $435,000 after purchasing an additional 628 shares in the last quarter. United Bank acquired a new stake in shares of Micron Technology in the 2nd quarter valued at $236,000. Schnieders Capital Management LLC. boosted its holdings in Micron Technology by 67.9% in the second quarter. Schnieders Capital Management LLC. now owns 16,984 shares of the semiconductor manufacturer’s stock worth $2,093,000 after purchasing an additional 6,867 shares in the last quarter. Finally, AlphaQuest LLC increased its position in Micron Technology by 13,250.0% during the second quarter. AlphaQuest LLC now owns 267 shares of the semiconductor manufacturer’s stock worth $33,000 after buying an additional 265 shares during the last quarter. Institutional investors own 80.84% of the company’s stock.

Insider Buying and Selling at Micron Technology

In other Micron Technology news, EVP Manish H. Bhatia sold 26,623 shares of the business’s stock in a transaction 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 sale, the executive vice president owned 323,486 shares of the company’s stock, valued at $126,495,965.44. The trade was a 7.60% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, EVP April S. Arnzen sold 15,000 shares of Micron Technology stock in a transaction dated Monday, December 22nd. The shares were sold at an average price of $277.09, for a total transaction of $4,156,350.00. Following the sale, the executive vice president owned 165,618 shares in the company, valued at approximately $45,891,091.62. This trade represents a 8.30% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders purchased 23,200 shares of company stock valued at $7,821,723 and sold 73,623 shares valued at $27,307,408. Company insiders own 0.24% of the company’s stock.

Micron Technology Stock Down 0.9%

MU opened at $397.10 on Friday. Micron Technology, Inc. has a 1-year low of $61.54 and a 1-year high of $455.50. The business has a 50 day moving average of $378.27 and a 200-day moving average of $259.86. The stock has a market capitalization of $446.94 billion, a price-to-earnings ratio of 37.75 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 posted its quarterly 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. 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 for the quarter, compared to analyst estimates of $12.62 billion. During the same period last year, the business posted $1.79 EPS. The business’s quarterly 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, sell-side analysts anticipate that Micron Technology, Inc. will post 6.08 earnings per share for the current year.

Micron Technology Dividend Announcement

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

Micron Technology News Summary

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

• Positive Sentiment: Micron began shipping customer samples of its 256 GB SOCAMM2 LPDRAM for AI data centers and opened an advanced semiconductor assembly and test facility in India — actions that expand capacity, improve geographic diversification, and directly target fast-growing AI memory demand. Micron Targets AI Memory Growth With New Module And India Facility
• Positive Sentiment: Analyst and market commentary highlight an “AI memory supercycle”: Micron’s HBM/LPDRAM exposure, high margins and planned ~$20B capex to expand fab capacity underpin a structural growth thesis and support higher long-term profitability. Micron’s New Moat: The AI Memory Supercycle
• Positive Sentiment: Earnings estimate revisions are moving higher, with analysts lifting forecasts after a strong quarterly beat and upbeat guidance — a catalyst for continued institutional interest ahead of March earnings. Earnings Estimates Rising for Micron (MU): Will It Gain?
• Neutral Sentiment: Sector ETFs and macro flows: broad AI-driven capital expenditures are lifting semiconductor ETFs (SMH, SOXX), which include Micron — a tailwind but also a source of correlation-driven moves when the sector trades as a group. The $650 Billion AI Surge Is Here—2 Semiconductor ETFs to Play It
• Negative Sentiment: Recent volatility and geopolitics triggered an 8%-ish selloff in the semiconductor complex, prompting profit-taking in MU despite strong fundamentals — a key reason shares are lower today. Micron (MU) Stock Plunges 8%: A Strategic Entry Point for Investors?
• Negative Sentiment: Coverage pieces and market headlines flag the pullback and short-term risk, increasing headline-driven selling ahead of the company’s March earnings — short-term risk that can amplify price moves. Why Micron (MU) Stock Is Falling Today

Wall Street Analyst Weigh In

A number of analysts have weighed in on MU shares. Raymond James Financial boosted their price target on Micron Technology from $190.00 to $310.00 and gave the stock an “outperform” rating in a research report on Thursday, December 18th. Rosenblatt Securities reissued a “buy” rating and issued a $500.00 price objective on shares of Micron Technology in a research note on Tuesday, January 20th. Mizuho upped their target price on Micron Technology from $390.00 to $480.00 and gave the stock an “outperform” rating in a research report on Tuesday, January 27th. UBS Group lifted their price target on shares of Micron Technology to $475.00 and gave the company a “buy” rating in a research report on Monday. Finally, Itau BBA Securities restated an “outperform” rating on shares of Micron Technology in a research note on Thursday, December 18th. 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. According to data from MarketBeat, the company currently has a consensus rating of “Buy” and an average price target of $371.83.

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.