Micron Technology, Inc. $MU Shares Sold by Scratch Capital LLC

Scratch Capital LLC lowered its stake in shares of Micron Technology, Inc. (NASDAQ:MU) by 52.0% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,922 shares of the semiconductor manufacturer’s stock after selling 2,081 shares during the quarter. Micron Technology comprises approximately 0.4% of Scratch Capital LLC’s investment portfolio, making the stock its 29th largest holding. Scratch Capital LLC’s holdings in Micron Technology were worth $548,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently modified their holdings of the stock. Elevation Wealth Partners LLC increased its stake in Micron Technology by 295.8% during the 4th quarter. Elevation Wealth Partners LLC now owns 95 shares of the semiconductor manufacturer’s stock valued at $27,000 after purchasing an additional 71 shares in the last quarter. Noble Wealth Management PBC acquired a new position in shares of Micron Technology in the fourth quarter valued at about $40,000. REAP Financial Group LLC purchased a new position in shares of Micron Technology in the third quarter worth about $25,000. Barnes Dennig Private Wealth Management LLC purchased a new stake in Micron Technology in the third quarter valued at approximately $27,000. Finally, Cullen Frost Bankers Inc. increased its holdings in Micron Technology by 79.3% in the 3rd quarter. Cullen Frost Bankers Inc. now owns 199 shares of the semiconductor manufacturer’s stock worth $33,000 after buying an additional 88 shares during the period. 80.84% of the stock is owned by hedge funds and other institutional investors.

Micron Technology Price Performance

Shares of NASDAQ MU opened at $382.09 on Thursday. The company has a debt-to-equity ratio of 0.13, a quick ratio of 2.32 and a current ratio of 2.90. The firm has a fifty day moving average of $405.94 and a 200 day moving average of $289.84. The firm has a market cap of $430.89 billion, a PE ratio of 18.04 and a beta of 1.50. Micron Technology, Inc. has a one year low of $61.54 and a one year high of $471.34.

Micron Technology Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, April 15th. Stockholders of record on Monday, March 30th will be paid a dividend of $0.15 per share. This is an increase from Micron Technology’s previous quarterly dividend of $0.12. This represents a $0.60 dividend on an annualized basis and a dividend yield of 0.2%. The ex-dividend date of this dividend is Monday, March 30th. Micron Technology’s dividend payout ratio is presently 2.17%.

Micron Technology News Summary

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

• Positive Sentiment: Blowout results: Micron reported a massive revenue and margin beat (Q2 revenue nearly tripled year-over-year and management guided strong margins), which underpins bullish analyst upgrades and higher long-term price targets. Micron Technology’s Earnings Skyrocketed 771% Last Quarter
• Positive Sentiment: Analyst and investor support: Multiple firms have raised targets and upgraded MU (MarketBeat / Raymond James coverage cited big target lifts), and high-profile bulls (e.g., Ross Gerber) called Micron a strong AI-memory play. Micron stock sinks for a fourth straight day despite dominant earnings report Ross Gerber Flags Micron Technology As ‘Very Good Chip Company’
• Positive Sentiment: Shareholder returns: Micron raised its dividend ~30% and launched cash tender offers for several senior notes, signaling capital allocation moves that many investors view positively. One More Reason to Buy Micron Stock Micron Announces Cash Tender Offers for Certain Senior Notes
• Neutral Sentiment: Tender offers detail: The buybacks of senior notes (several series, settlement expected Apr 3) reduce outstanding debt but also consume cash — impact depends on participation and financing choices. Micron Announces Cash Tender Offers
• Negative Sentiment: Google AI compression risk: Google published research claiming model memory needs could be cut ~6x; investors sold memory names on the risk that future DRAM/HBM demand could slow as models become more memory‑efficient. A Google AI breakthrough is pressuring memory chip stocks
• Negative Sentiment: Orderbook & concentration risks: Analysts flagged potential softness — large customers (e.g., OpenAI) account for a big share of DRAM orders and overordering or cancellations are a concern, prompting downgrades and caution. Micron: Softness In DRAM Orders (Rating Downgrade)
• Negative Sentiment: Capex and cycle worries: Micron’s aggressive capex guidance (large FY26/FY27 spend) and competitor investment moves (SK Hynix) have made some investors fear overcapacity, lower capital efficiency and margin pressure down the road. The ‘Problem’ With Micron’s Guidance Micron stock sinks for a fourth straight day despite dominant earnings report

Analyst Ratings Changes

Several analysts have commented on the stock. Rosenblatt Securities restated a “buy” rating and set a $500.00 price objective on shares of Micron Technology in a research note on Monday, March 16th. 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. Wedbush upped their price target on shares of Micron Technology from $320.00 to $500.00 and gave the company an “outperform” rating in a report on Friday, March 13th. Needham & Company LLC lifted their price objective on Micron Technology from $450.00 to $500.00 and gave the company a “buy” rating in a research note on Thursday, March 19th. Finally, Phillip Securities raised Micron Technology to a “strong-buy” rating in a report on Monday, February 2nd. Five analysts have rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and three have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, Micron Technology currently has a consensus rating of “Buy” and an average price target of $466.75.

Insider Activity at Micron Technology

In other news, CAO Scott R. Allen sold 2,000 shares of Micron Technology stock in a transaction that occurred on Tuesday, January 6th. The stock was sold at an average price of $337.50, for a total value of $675,000.00. Following the sale, the chief accounting officer directly 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 sale was disclosed in a legal filing with the SEC, which is available at this link. Also, EVP Manish H. Bhatia sold 26,623 shares of the 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 completion of the transaction, the executive vice president directly owned 323,486 shares of the company’s stock, valued at approximately $126,495,965.44. This represents a 7.60% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders bought 23,200 shares of company stock valued at $7,821,723 and sold 53,623 shares valued at $21,832,908. 0.24% of the stock is owned by corporate insiders.

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.