Micron Technology, Inc. $MU Shares Sold by Intellectus Partners LLC

Intellectus Partners LLC trimmed its position in shares of Micron Technology, Inc. (NASDAQ:MU) by 8.7% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 64,431 shares of the semiconductor manufacturer’s stock after selling 6,153 shares during the quarter. Micron Technology makes up 2.1% of Intellectus Partners LLC’s portfolio, making the stock its 7th biggest holding. Intellectus Partners LLC’s holdings in Micron Technology were worth $10,781,000 at the end of the most recent quarter.

Several other large investors also recently bought and sold shares of MU. REAP Financial Group LLC purchased a new position in shares of Micron Technology in the third quarter valued at $25,000. Barnes Dennig Private Wealth Management LLC purchased a new stake in shares of Micron Technology in the 3rd quarter worth about $27,000. Howard Hughes Medical Institute acquired a new stake in Micron Technology in the 2nd quarter valued at about $30,000. AlphaQuest LLC increased its holdings in Micron Technology by 13,250.0% during the 2nd quarter. AlphaQuest LLC now owns 267 shares of the semiconductor manufacturer’s stock valued at $33,000 after acquiring an additional 265 shares in the last quarter. Finally, Cullen Frost Bankers Inc. increased its holdings in Micron Technology by 79.3% during the 3rd quarter. Cullen Frost Bankers Inc. now owns 199 shares of the semiconductor manufacturer’s stock valued at $33,000 after acquiring an additional 88 shares in the last quarter. Institutional investors and hedge funds own 80.84% of the company’s stock.

Analyst Ratings Changes

A number of brokerages have issued reports on MU. Weiss Ratings restated a “buy (b-)” rating on shares of Micron Technology in a research report on Thursday, January 29th. Royal Bank Of Canada assumed coverage on shares of Micron Technology in a research note on Thursday, January 15th. They set an “outperform” rating and a $425.00 price objective for the company. Deutsche Bank Aktiengesellschaft lifted their price objective on Micron Technology from $200.00 to $280.00 and gave the stock a “buy” rating in a research report on Tuesday, December 9th. HSBC upped their target price on Micron Technology from $350.00 to $500.00 and gave the company a “buy” rating in a research note on Friday, January 23rd. Finally, William Blair started coverage on Micron Technology in a research report on Thursday, January 22nd. They set an “outperform” rating for the company. Six equities research analysts have rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and three have given a Hold rating to the stock. According to MarketBeat, Micron Technology currently has an average rating of “Buy” and a consensus price target of $371.83.

Insider Buying and Selling at Micron Technology

In other news, EVP Sumit Sadana sold 25,000 shares of Micron Technology 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 owned 248,021 shares of the company’s stock, valued at $106,621,747.69. The trade was a 9.16% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CAO Scott R. Allen sold 2,000 shares of the company’s stock in a transaction on Tuesday, January 6th. The shares were sold at an average price of $337.50, for a total value of $675,000.00. Following the completion of the transaction, 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 ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have acquired 23,200 shares of company stock valued at $7,821,723 and have sold 73,623 shares valued at $27,307,408. Company insiders own 0.24% of the company’s stock.

Micron Technology Stock Performance

Shares of NASDAQ MU opened at $370.30 on Friday. The company has a 50-day simple moving average of $379.98 and a 200-day simple moving average of $261.57. 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 has a market cap of $416.78 billion, a PE ratio of 35.20 and a beta of 1.50. Micron Technology, Inc. has a 12 month low of $61.54 and a 12 month high of $455.50.

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 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 business had revenue of $13.64 billion for the quarter, compared to the consensus estimate of $12.62 billion. During the same quarter in the prior year, the firm posted $1.79 earnings per share. The company’s quarterly revenue was up 56.7% compared to the same quarter last year. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. On average, equities analysts anticipate that Micron Technology, Inc. will post 6.08 earnings per share for the current year.

Micron Technology Announces Dividend

The firm also recently declared 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. This represents a $0.46 dividend on an annualized basis and a dividend yield of 0.1%. The ex-dividend date of this dividend was Monday, December 29th. Micron Technology’s dividend payout ratio is currently 4.37%.

Key Stories Impacting Micron Technology

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

• Positive Sentiment: Micron began shipping customer samples of its 256GB SOCAMM2 LPDDR5X AI server memory module — its highest‑capacity, power‑efficient AI DRAM — which should support higher ASPs and stronger AI‑server content per box. How Micron’s New 256GB AI Server Memory and India Ramp-Up Will Impact Micron Technology (MU) Investors
• Positive Sentiment: Micron opened and is ramping an advanced assembly & test facility in Sanand, India, expanding global manufacturing footprint to meet AI memory demand and diversify supply chains. Micron Technology, Inc. (MU) Announces the Grand Opening of its Semiconductor Assembly and Test Facility in Sanand, Gujarat, India
• Positive Sentiment: Analysts and research pieces highlight Micron’s AI memory “moat”: HBM tightness, sold‑out 2026 HBM capacity, and guidance that implies very strong margins — supporting upside to earnings expectations. Micron’s New Moat: The AI Memory Supercycle
• Positive Sentiment: Earnings‑estimate revisions and momentum scores are improving, with multiple outlets flagging MU as a long‑term/momentum buy given AI demand and recent beat-and-raise results. This supports medium-term bullish case. Earnings Estimates Rising for Micron (MU): Will It Gain?
• Neutral Sentiment: Technical and trading commentary notes MU approaching its 50‑day moving average and offering potential buy points on a rebound; useful for traders but not a fundamental driver. Micron’s Setup Sweetens Despite The Current Market Meltdown
• Neutral Sentiment: Mentions in ETF and options strategy pieces (e.g., VLUE holding, short‑put yield ideas) increase investor attention and liquidity but are sideways with respect to immediate fundamentals. Worried About Volatility? These 3 ETFs Have You Covered
• Negative Sentiment: Today’s decline is driven largely by weakness in South Korean memory peers (Samsung, SK Hynix) and a sectorwide selloff; contagion from those losses pressures MU despite company‑specific positives. Micron stock falls as weakness hits global memory sector
• Negative Sentiment: Broader risk‑off drivers — geopolitical tensions (Iran conflict) and macro data/events (investors awaiting February jobs report) — are depressing tech and cyclical names, adding downward pressure on MU. What Is Going On With Micron Tech Stock In Friday Premarket?

About Micron Technology

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.