Leo Wealth LLC Takes $443,000 Position in Micron Technology, Inc. $MU

Leo Wealth LLC acquired a new stake in shares of Micron Technology, Inc. (NASDAQ:MU) in the 4th quarter, HoldingsChannel.com reports. The institutional investor acquired 1,553 shares of the semiconductor manufacturer’s stock, valued at approximately $443,000.

Several other hedge funds and other institutional investors have also recently modified their holdings of MU. REAP Financial Group LLC bought a new stake in shares of Micron Technology during the third quarter worth about $25,000. Barnes Dennig Private Wealth Management LLC bought a new stake in shares of Micron Technology during the third quarter worth about $27,000. Elevation Wealth Partners LLC increased its position in shares of Micron Technology by 295.8% during the fourth quarter. Elevation Wealth Partners LLC now owns 95 shares of the semiconductor manufacturer’s stock worth $27,000 after acquiring an additional 71 shares in the last quarter. Cullen Frost Bankers Inc. increased its position in shares of 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 acquiring an additional 88 shares in the last quarter. Finally, WealthCollab LLC increased its position in shares of Micron Technology by 4,500.0% during the second quarter. WealthCollab LLC now owns 276 shares of the semiconductor manufacturer’s stock worth $34,000 after acquiring an additional 270 shares in the last quarter. Institutional investors own 80.84% of the company’s stock.

Insiders Place Their Bets

In other Micron Technology news, EVP Sumit Sadana sold 25,000 shares of the company’s 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 transaction, the executive vice president owned 248,021 shares in the company, valued at $106,621,747.69. This represents a 9.16% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Manish H. Bhatia sold 26,623 shares of the company’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 completion of the transaction, the executive vice president owned 323,486 shares of the company’s stock, valued at $126,495,965.44. This trade represents a 7.60% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have bought 23,200 shares of company stock worth $7,821,723 and have sold 91,623 shares worth $35,053,508. 0.24% of the stock is currently owned by company insiders.

Micron Technology News Summary

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

• Positive Sentiment: KeyBanc reiterated a Buy and kept a lofty $600 price target, reinforcing an upside narrative that MU’s HBM exposure to AI servers could drive continued earnings upside. 5-star analyst makes a bold call on Micron stock
• Positive Sentiment: MarketBeat and other outlets point to heavy institutional accumulation, technical signs of a bottom, and forecasts that HBM shortages/pricing could extend into 2027 — a setup that supports higher revenue and margins if production remains constrained. The Bottom Is in for Micron Stock: 3 Signals to Buy Now
• Positive Sentiment: Micron’s strategic capacity moves — including the P5 site acquisition and industry-wide multi‑billion capex plans — aim to lock in share of a tight HBM market and support long-term AI-related revenue growth. Micron Technology (MU) Well-Positioned With New P5 Site Acquisition
• Neutral Sentiment: Some analysts and pieces urge caution: growth is real but volatile — investors should watch order/backlog and capex timing (a single chart can change the buy/sell case). This is a reminder the stock can swing sharply around earnings and cycle shifts. 1 Chart Investors Needs to See Before Buying Micron Technology Stock
• Negative Sentiment: Critical caution pieces label MU a crowded, cyclical bet at current levels — warning that outsized gains can reverse if the AI buildout cools or supply dynamics shift. Micron Technology: Crowded Bet On A Cyclical High
• Negative Sentiment: An analyst downgrade (Erste Group to Hold) and reported insider selling add friction to the rally and can weigh on near‑term sentiment even as fundamentals stay strong. Micron Technology (MU) Gets Downgraded by Analyst
• Negative Sentiment: Software improvements like compression (e.g., TurboQuant) and concerns about capex timing could temper HBM demand per unit — a structural headwind that analysts are watching closely. Nvidia’s Artificial Intelligence (AI) Chips Still Need Memory. Here’s Why the Micron Sell-Off Has Gone Too Far.

Analysts Set New Price Targets

MU has been the subject of several recent research reports. Morgan Stanley boosted their target price on shares of Micron Technology from $350.00 to $450.00 and gave the stock an “overweight” rating in a research report on Wednesday, February 11th. Wells Fargo & Company upped their price target on Micron Technology from $470.00 to $550.00 and gave the stock an “overweight” rating in a report on Thursday, March 19th. Wolfe Research upped their price target on Micron Technology from $300.00 to $350.00 and gave the stock an “outperform” rating in a report on Thursday, December 18th. Raymond James Financial upped their price target on Micron Technology from $190.00 to $310.00 and gave the stock an “outperform” rating in a report on Thursday, December 18th. Finally, JPMorgan Chase & Co. upped their price target on Micron Technology from $350.00 to $550.00 and gave the stock an “overweight” rating in a report on Thursday, March 19th. Five research analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat.com, Micron Technology currently has an average rating of “Buy” and an average target price of $463.71.

Micron Technology Trading Down 0.0%

Shares of MU stock opened at $377.58 on Wednesday. Micron Technology, Inc. has a 52-week low of $63.52 and a 52-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 simple moving average of $402.23 and a two-hundred day simple moving average of $303.88. The company has a market capitalization of $425.81 billion, a price-to-earnings ratio of 17.83 and a beta of 1.60.

Micron Technology Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 15th. Shareholders of record on Monday, March 30th will be paid a $0.15 dividend. This is a boost from Micron Technology’s previous quarterly dividend of $0.12. The ex-dividend date is Monday, March 30th. This represents a $0.60 dividend on an annualized basis and a yield of 0.2%. Micron Technology’s dividend payout ratio is currently 2.83%.

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.