Stableford Capital II LLC purchased a new stake in Micron Technology, Inc. (NASDAQ:MU – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm purchased 5,257 shares of the semiconductor manufacturer’s stock, valued at approximately $1,500,000.
Other institutional investors have also recently added to or reduced their stakes in the company. Elevation Wealth Partners LLC increased its stake in shares of Micron Technology by 295.8% in the 4th quarter. Elevation Wealth Partners LLC now owns 95 shares of the semiconductor manufacturer’s stock worth $27,000 after acquiring an additional 71 shares during the last quarter. Noble Wealth Management PBC acquired a new position in shares of Micron Technology during the 4th quarter valued at about $40,000. REAP Financial Group LLC purchased a new stake in shares of Micron Technology in the third quarter valued at about $25,000. Barnes Dennig Private Wealth Management LLC acquired a new stake in Micron Technology during the third quarter worth about $27,000. Finally, Cullen Frost Bankers Inc. increased 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 worth $33,000 after purchasing an additional 88 shares during the last quarter. Hedge funds and other institutional investors own 80.84% of the company’s stock.
Analysts Set New Price Targets
Several equities analysts have weighed in on MU shares. Stifel Nicolaus boosted their target price on shares of Micron Technology from $360.00 to $550.00 and gave the company a “buy” rating in a report on Monday, March 2nd. Phillip Securities raised shares of Micron Technology to a “strong-buy” rating in a research report on Monday, February 2nd. Wells Fargo & Company upped their price objective on Micron Technology from $470.00 to $550.00 and gave the company an “overweight” rating in a report on Thursday, March 19th. Sanford C. Bernstein increased their price objective on Micron Technology from $330.00 to $510.00 and gave the stock an “outperform” rating in a research report on Wednesday, March 18th. Finally, Mizuho lifted their target price on Micron Technology from $480.00 to $530.00 and gave the company an “outperform” rating in a research report on Thursday, March 19th. Five investment 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 stock. According to MarketBeat, Micron Technology has an average rating of “Buy” and an average target price of $466.75.
Insider Transactions at Micron Technology
In other Micron Technology news, EVP Manish H. Bhatia sold 26,623 shares of Micron Technology stock in a transaction dated Thursday, January 22nd. The stock was 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 $126,495,965.44. The trade was a 7.60% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, CAO Scott R. Allen sold 2,000 shares of the business’s stock in a transaction dated Tuesday, January 6th. The stock was sold at an average price of $337.50, for a total transaction of $675,000.00. Following the sale, the chief accounting officer owned 38,237 shares in the company, valued at $12,904,987.50. This trade represents a 4.97% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have bought 23,200 shares of company stock worth $7,821,723 and have sold 53,623 shares worth $21,832,908. 0.24% of the stock is currently owned by company insiders.
Micron Technology Stock Performance
NASDAQ:MU opened at $355.43 on Friday. Micron Technology, Inc. has a fifty-two week low of $61.54 and a fifty-two week high of $471.34. 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 company has a 50 day moving average price of $406.31 and a 200 day moving average price of $290.29. The stock has a market capitalization of $400.83 billion, a P/E ratio of 16.78 and a beta of 1.50.
Micron Technology Increases Dividend
The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 15th. Stockholders of record on Monday, March 30th will be paid a $0.15 dividend. The ex-dividend date of this dividend is Monday, March 30th. This is a boost 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%. Micron Technology’s payout ratio is presently 2.17%.
Key Micron Technology News
Here are the key news stories impacting Micron Technology this week:
- Positive Sentiment: Wall Street remains constructive: Micron has been one of the most upgraded names in 2026 with elevated price targets and a bullish analyst consensus that suggests meaningful upside from current levels. MarketBeat: Analyst Optimism — Most Upgraded Stocks of 2026
- Positive Sentiment: Fundamentals remain strong: management reported a blockbuster quarter with revenue and margin expansion driven by AI/DRAM demand and HBM shortages, supporting long‑term earnings upside. 24/7 Wall St.: Micron’s Future Hinges on 2 Emerging Challenges
- Neutral Sentiment: Balance‑sheet action: Micron launched cash tender offers to buy back multiple series of senior notes (offers expire March 31), a debt‑management move that reduces outstanding debt but may create short‑term noise around cash use and capital allocation. GlobeNewswire: Micron Announces Cash Tender Offers
- Negative Sentiment: New AI compression research from Google raised fears that LLMs could require far less memory (reports cite up to ~6x reduction), directly threatening future DRAM/HBM demand assumptions for data‑center customers. CNBC: Google AI breakthrough pressures memory chip stocks
- Negative Sentiment: Demand/order concerns and downgrades: analysts and note‑writers flagged potential softness in DRAM orders, concentration risk among large buyers and the possibility that some orders were front‑loaded — prompting downgrades and caution. Seeking Alpha: Micron — Softness in DRAM Orders (Downgrade)
- Negative Sentiment: Quant and technical selling amplified the pullback: chart weakness and algorithmic strategies (reported in market commentary) have hit memory names, accelerating profit‑taking after a multi‑hundred‑percent rally. Barron’s: Semiconductor Stocks Are Losing Momentum — Nvidia and Micron Charts
- Negative Sentiment: Broader market pressure: geopolitical headlines and a risk‑off move (oil surge, market declines) weighed on cyclical and tech names, contributing to intraday weakness in Micron alongside peers. Yahoo Finance: Stock Market Today — Dow Drops; Micron Tumbles
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.
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