MBL Wealth LLC Takes Position in Micron Technology, Inc. $MU

MBL Wealth LLC acquired a new stake in shares of Micron Technology, Inc. (NASDAQ:MU) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund acquired 2,651 shares of the semiconductor manufacturer’s stock, valued at approximately $757,000.

Several other institutional investors have also modified their holdings of MU. AQR Capital Management LLC lifted its holdings in shares of Micron Technology by 411.9% during the 3rd quarter. AQR Capital Management LLC now owns 3,627,022 shares of the semiconductor manufacturer’s stock valued at $606,873,000 after purchasing an additional 2,918,535 shares in the last quarter. Slate Path Capital LP bought a new stake in Micron Technology in the 2nd quarter valued at approximately $317,751,000. State Street Corp lifted its stake in Micron Technology by 2.7% in the 2nd quarter. State Street Corp now owns 51,373,591 shares of the semiconductor manufacturer’s stock valued at $6,331,795,000 after acquiring an additional 1,349,713 shares in the last quarter. California Public Employees Retirement System lifted its stake in Micron Technology by 70.2% in the 3rd quarter. California Public Employees Retirement System now owns 3,023,799 shares of the semiconductor manufacturer’s stock valued at $505,942,000 after acquiring an additional 1,246,773 shares in the last quarter. Finally, Voloridge Investment Management LLC lifted its stake in Micron Technology by 1,064.3% in the 3rd quarter. Voloridge Investment Management LLC now owns 1,304,471 shares of the semiconductor manufacturer’s stock valued at $218,264,000 after acquiring an additional 1,192,433 shares in the last quarter. Institutional investors own 80.84% of the company’s stock.

Micron Technology Stock Down 0.0%

NASDAQ:MU opened at $377.58 on Wednesday. The firm has a market capitalization of $425.81 billion, a price-to-earnings ratio of 17.83 and a beta of 1.60. Micron Technology, Inc. has a twelve month low of $63.52 and a twelve month high of $471.34. The stock’s 50 day moving average price is $402.23 and its two-hundred day moving average price is $303.88. The company has a quick ratio of 2.32, a current ratio of 2.90 and a debt-to-equity ratio of 0.13.

Micron Technology Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, April 15th. Shareholders of record on Monday, March 30th will be given a dividend of $0.15 per share. This is a positive change from Micron Technology’s previous quarterly dividend of $0.12. The ex-dividend date of this dividend is Monday, March 30th. This represents a $0.60 annualized dividend and a dividend yield of 0.2%. Micron Technology’s payout ratio is presently 2.83%.

Analyst Ratings Changes

Several equities research analysts have commented on MU shares. Bank of America boosted their target price on Micron Technology from $400.00 to $500.00 and gave the company a “buy” rating in a research note on Thursday, March 19th. Raymond James Financial boosted their target price on Micron Technology from $190.00 to $310.00 and gave the company an “outperform” rating in a research note on Thursday, December 18th. Piper Sandler boosted their target price on Micron Technology from $275.00 to $400.00 and gave the company an “overweight” rating in a research note on Wednesday, January 7th. The Goldman Sachs Group boosted their target price on Micron Technology from $360.00 to $400.00 and gave the company a “neutral” rating in a research note on Thursday, March 19th. Finally, Phillip Securities upgraded Micron Technology to a “strong-buy” rating in a research note on Monday, February 2nd. Five equities research analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating and four have issued a Hold rating to the company’s stock. According to MarketBeat, Micron Technology has a consensus rating of “Buy” and an average target price of $463.71.

Insider Buying and Selling

In other Micron Technology news, EVP April S. Arnzen sold 40,000 shares of the business’s stock in a transaction that occurred on Wednesday, April 1st. The stock was sold at an average price of $347.39, for a total transaction of $13,895,600.00. Following the transaction, the executive vice president owned 125,737 shares of the company’s stock, valued at $43,679,776.43. The trade was a 24.13% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Sumit Sadana sold 25,000 shares of the business’s stock in a transaction that occurred 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 transaction, the executive vice president directly owned 248,021 shares in the company, valued at $106,621,747.69. The trade was a 9.16% 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 worth $7,821,723 and sold 91,623 shares worth $35,053,508. 0.24% of the stock is currently owned by insiders.

Key Stories Impacting Micron Technology

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.

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.