Horizon Investments LLC Has $43.87 Million Stock Holdings in Micron Technology, Inc. $MU

Horizon Investments LLC lessened its holdings in shares of Micron Technology, Inc. (NASDAQ:MU) by 8.2% in the fourth quarter, Holdings Channel.com reports. The fund owned 153,704 shares of the semiconductor manufacturer’s stock after selling 13,703 shares during the quarter. Micron Technology comprises 0.6% of Horizon Investments LLC’s holdings, making the stock its 27th largest holding. Horizon Investments LLC’s holdings in Micron Technology were worth $43,869,000 as of its most recent filing with the SEC.

A number of other institutional investors have also recently bought and sold shares of the business. Round Rock Advisors LLC grew its holdings in Micron Technology by 0.6% during the 4th quarter. Round Rock Advisors LLC now owns 4,333 shares of the semiconductor manufacturer’s stock worth $1,237,000 after acquiring an additional 25 shares during the period. Arlington Trust Co LLC grew its holdings in Micron Technology by 26.3% during the 4th quarter. Arlington Trust Co LLC now owns 120 shares of the semiconductor manufacturer’s stock worth $34,000 after acquiring an additional 25 shares during the period. Manuka Financial LLC grew its holdings in Micron Technology by 2.3% during the 4th quarter. Manuka Financial LLC now owns 1,243 shares of the semiconductor manufacturer’s stock worth $355,000 after acquiring an additional 28 shares during the period. Valued Wealth Advisors LLC grew its holdings in Micron Technology by 20.9% during the 4th quarter. Valued Wealth Advisors LLC now owns 168 shares of the semiconductor manufacturer’s stock worth $48,000 after acquiring an additional 29 shares during the period. Finally, Omnia Family Wealth LLC grew its holdings in Micron Technology by 2.1% during the 4th quarter. Omnia Family Wealth LLC now owns 1,464 shares of the semiconductor manufacturer’s stock worth $418,000 after acquiring an additional 30 shares during the period. Institutional investors and hedge funds own 80.84% of the company’s stock.

Micron Technology Stock Performance

MU opened at $542.21 on Friday. The business’s 50-day moving average price is $422.13 and its two-hundred day moving average price is $336.46. Micron Technology, Inc. has a 1 year low of $78.54 and a 1 year high of $545.91. The company has a market capitalization of $611.47 billion, a price-to-earnings ratio of 25.60 and a beta of 1.91. The company has a debt-to-equity ratio of 0.13, a current ratio of 2.90 and a quick ratio of 2.32.

Micron Technology Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Wednesday, April 15th. Shareholders of record on Monday, March 30th were paid a $0.15 dividend. The ex-dividend date of this dividend was Monday, March 30th. This represents a $0.60 annualized dividend and a dividend yield of 0.1%. This is a positive change from Micron Technology’s previous quarterly dividend of $0.12. Micron Technology’s dividend payout ratio (DPR) is 2.83%.

Insider Activity

In other Micron Technology news, EVP Sumit Sadana sold 24,000 shares of Micron Technology stock in a transaction dated Friday, April 10th. The stock was sold at an average price of $421.35, for a total value of $10,112,400.00. Following the sale, the executive vice president owned 224,021 shares of the company’s stock, valued at $94,391,248.35. This trade represents a 9.68% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, EVP April S. Arnzen sold 40,000 shares of Micron Technology stock in a transaction dated Wednesday, April 1st. The shares were sold at an average price of $347.39, for a total value of $13,895,600.00. Following the completion of the sale, the executive vice president directly owned 125,737 shares in the company, valued at $43,679,776.43. This represents a 24.13% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 89,000 shares of company stock worth $34,755,250 in the last three months. Company insiders own 0.24% of the company’s stock.

Micron Technology News Roundup

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

• Positive Sentiment: Big cloud and AI customers (Meta, Microsoft, Amazon) signaled rising memory prices and bigger AI capex — a direct revenue and pricing tailwind for Micron’s memory business. Why Is Micron Technology Stock Up On Friday?
• Positive Sentiment: Top‑end memory (HBM) demand tied to agentic AI and inference workloads is intensifying; industry writeups highlight structural need for faster, larger memory — a long‑term market opportunity for Micron’s HBM products. The AI Gold Rush Just Hit a New Layer: Here’s Why Sandisk Is Printing Money
• Positive Sentiment: Analyst bullishness is rising — multiple outlets report steep price targets (notably DA Davidson’s $1,000 call) and broader Wall Street upgrades, which support momentum and investor conviction. Micron (MU) Stock Soars as DA Davidson Sets Bold $1,000 Target Amid AI Memory Boom
• Positive Sentiment: Earnings/outlook commentary and inclusion on screens highlighting earnings growth (Zacks, other coverage) reinforce the case that fundamentals and price momentum are aligned. Earnings Growth & Price Strength Make Micron (MU) a Stock to Watch
• Neutral Sentiment: New analyst coverage at smaller shops (Melius) and sector reports (Rambus piece on memory/IP/product shifts) add context but are secondary to large‑customer demand signals. Micron Technology (NASDAQ:MU) Research Coverage Started at Melius Research
• Negative Sentiment: Valuation and momentum risk: several articles warn the stock has run up quickly and may be pricing in a substantial “memory supercycle,” raising pullback risk and making timing and valuation important considerations. A Look At Micron Technology (MU) Valuation After Its Recent Share Price Surge
• Negative Sentiment: Market volatility warnings: analysts and commentators note that semiconductor rallies can reverse sharply, so short‑term traders face elevated risk despite strong headlines. The Semiconductor Pop Was Violent — the Pullback Could Be Too

Wall Street Analysts Forecast Growth

A number of analysts have commented on the stock. Cantor Fitzgerald lifted their target price on shares of Micron Technology from $450.00 to $700.00 and gave the stock an “overweight” rating in a report on Thursday, March 19th. Sanford C. Bernstein increased their target price on shares of Micron Technology from $330.00 to $510.00 and gave the stock an “outperform” rating in a report on Wednesday, March 18th. Royal Bank Of Canada increased their target price on shares of Micron Technology from $425.00 to $525.00 and gave the stock an “outperform” rating in a report on Monday, March 16th. Deutsche Bank Aktiengesellschaft increased their target price on shares of Micron Technology from $500.00 to $550.00 and gave the stock a “buy” rating in a report on Thursday, March 19th. Finally, JPMorgan Chase & Co. increased their target price on shares of 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, thirty have assigned a Buy rating and four have given a Hold rating to the company. According to MarketBeat.com, the stock presently has an average rating of “Buy” and an average target price of $478.24.

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.