Micron Technology, Inc. $MU Stock Position Boosted by Schear Investment Advisers LLC

Schear Investment Advisers LLC increased its holdings in Micron Technology, Inc. (NASDAQ:MU) by 12.5% during the first quarter, HoldingsChannel.com reports. The fund owned 31,501 shares of the semiconductor manufacturer’s stock after buying an additional 3,511 shares during the period. Micron Technology makes up approximately 4.7% of Schear Investment Advisers LLC’s holdings, making the stock its 5th largest holding. Schear Investment Advisers LLC’s holdings in Micron Technology were worth $10,642,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently bought and sold shares of the business. Brighton Jones LLC grew its position in Micron Technology by 18.3% during the 4th quarter. Brighton Jones LLC now owns 6,318 shares of the semiconductor manufacturer’s stock worth $532,000 after purchasing an additional 976 shares during the last quarter. Sivia Capital Partners LLC raised its holdings in shares of Micron Technology by 21.7% in the second quarter. Sivia Capital Partners LLC now owns 3,528 shares of the semiconductor manufacturer’s stock valued at $435,000 after buying an additional 628 shares during the last quarter. United Bank acquired a new stake in shares of Micron Technology during the second quarter worth about $236,000. Schnieders Capital Management LLC. boosted its stake in shares of Micron Technology by 67.9% during the second quarter. Schnieders Capital Management LLC. now owns 16,984 shares of the semiconductor manufacturer’s stock worth $2,093,000 after buying an additional 6,867 shares during the period. Finally, Sei Investments Co. grew its holdings in shares of Micron Technology by 5.6% during the second quarter. Sei Investments Co. now owns 405,545 shares of the semiconductor manufacturer’s stock worth $49,987,000 after buying an additional 21,619 shares during the last quarter. Hedge funds and other institutional investors own 80.84% of the company’s stock.

More Micron Technology News

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

• Positive Sentiment: Micron signed a long-term strategic supply agreement with Ford, which improves revenue visibility and reinforces demand for its automotive memory products. Reuters: Micron, Ford sign semiconductor supply agreement for vehicles
• Positive Sentiment: Investors remain focused on Micron’s AI memory opportunity, with coverage highlighting record quarterly revenue, strong guidance, and customers locking in supply years ahead. Motley Fool: Micron Technology Just Dropped a $50 Billion Revenue Bombshell
• Positive Sentiment: Some analysts and commentators argue the recent pullback is a buy-the-dip opportunity because AI demand and memory tightness still support Micron’s earnings power. Barron’s: Micron Stock Dip Is a Buying Opportunity
• Neutral Sentiment: Micron also drew attention after EVP April Arnzen sold 40,000 shares, a disclosure that may weigh on sentiment but does not change the company’s operating outlook. InsiderTrades: Micron Technology EVP April Arnzen Sells 40,000 Shares of Stock
• Neutral Sentiment: Broader market commentary says the memory sector may be in a volatile reset after a strong run, with investors debating whether the AI memory rally is still early or becoming stretched. MarketWatch: Micron’s stock gains, signaling a return to optimism about the chip sector
• Negative Sentiment: Micron is falling alongside other memory and semiconductor names as traders react to Samsung’s results and worry that strong news may already be priced in. Benzinga: Why Is Micron Technology Stock Falling Tuesday?

Wall Street Analysts Forecast Growth

Several research firms have commented on MU. Summit Insights downgraded Micron Technology from a “buy” rating to a “hold” rating in a research note on Thursday, March 19th. Bank of America boosted their target price on Micron Technology from $950.00 to $1,500.00 and gave the company a “buy” rating in a report on Tuesday, June 23rd. Susquehanna upped their price target on Micron Technology from $1,750.00 to $2,000.00 and gave the stock a “positive” rating in a research note on Thursday, June 25th. DA Davidson upped their price target on Micron Technology from $1,500.00 to $2,000.00 and gave the stock a “buy” rating in a research note on Thursday, June 25th. Finally, KeyCorp lifted their price objective on Micron Technology from $600.00 to $1,600.00 and gave the company an “overweight” rating in a report on Thursday, June 25th. Five equities research analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating and three have issued a Hold rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Buy” and an average price target of $1,263.76.

Micron Technology Price Performance

NASDAQ MU traded down $60.51 during mid-day trading on Tuesday, hitting $924.24. The stock had a trading volume of 20,106,869 shares, compared to its average volume of 45,717,227. The company has a 50 day simple moving average of $876.93 and a 200 day simple moving average of $554.99. The company has a market cap of $1.04 trillion, a price-to-earnings ratio of 20.73 and a beta of 2.14. Micron Technology, Inc. has a 52-week low of $103.38 and a 52-week high of $1,255.00. The company has a quick ratio of 2.98, a current ratio of 3.42 and a debt-to-equity ratio of 0.05.

Micron Technology (NASDAQ:MU) last posted its earnings results on Wednesday, June 24th. The semiconductor manufacturer reported $25.11 EPS for the quarter, topping analysts’ consensus estimates of $21.39 by $3.72. The company had revenue of $41.46 billion for the quarter, compared to the consensus estimate of $35.91 billion. Micron Technology had a return on equity of 71.13% and a net margin of 55.91%.Micron Technology’s quarterly revenue was up 345.8% compared to the same quarter last year. During the same period in the previous year, the business earned $1.91 earnings per share. Micron Technology has set its Q4 2026 guidance at 30.000-32.000 EPS. Equities analysts forecast that Micron Technology, Inc. will post 72.94 EPS for the current fiscal year.

Micron Technology Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, July 21st. Investors of record on Monday, July 6th will be given a $0.15 dividend. The ex-dividend date is Monday, July 6th. This represents a $0.60 annualized dividend and a dividend yield of 0.1%. Micron Technology’s payout ratio is currently 1.36%.

Insider Transactions at Micron Technology

In other Micron Technology news, CEO Sanjay Mehrotra sold 28,506 shares of Micron Technology stock in a transaction dated Friday, June 26th. The shares were sold at an average price of $1,149.28, for a total transaction of $32,761,375.68. Following the completion of the transaction, the chief executive officer owned 355,997 shares in the company, valued at approximately $409,140,232.16. The trade was a 7.41% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, EVP April S. Arnzen sold 40,000 shares of the company’s stock in a transaction dated Wednesday, July 1st. The shares were sold at an average price of $1,083.94, for a total transaction of $43,357,600.00. Following the completion of the sale, the executive vice president directly owned 85,737 shares in the company, valued at $92,933,763.78. This trade represents a 31.81% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 187,300 shares of company stock worth $162,779,604 in the last 90 days. Insiders own 0.24% of the company’s stock.

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.