Compound Planning Inc. Acquires 962 Shares of Micron Technology, Inc. $MU

Compound Planning Inc. boosted its holdings in shares of Micron Technology, Inc. (NASDAQ:MU) by 7.0% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 14,799 shares of the semiconductor manufacturer’s stock after buying an additional 962 shares during the quarter. Compound Planning Inc.’s holdings in Micron Technology were worth $5,000,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Klingman & Associates LLC lifted its position in shares of Micron Technology by 19.9% in the first quarter. Klingman & Associates LLC now owns 2,581 shares of the semiconductor manufacturer’s stock valued at $872,000 after buying an additional 429 shares during the last quarter. Keebeck Wealth Management increased its holdings in shares of Micron Technology by 45.0% during the 1st quarter. Keebeck Wealth Management now owns 2,713 shares of the semiconductor manufacturer’s stock worth $917,000 after acquiring an additional 842 shares during the last quarter. Siren L.L.C. bought a new stake in Micron Technology in the 1st quarter valued at $2,027,000. Inceptionr LLC raised its stake in Micron Technology by 8.0% in the 1st quarter. Inceptionr LLC now owns 4,332 shares of the semiconductor manufacturer’s stock valued at $1,464,000 after acquiring an additional 320 shares during the period. Finally, Greenline Wealth Management LLC lifted its holdings in Micron Technology by 24.8% during the 1st quarter. Greenline Wealth Management LLC now owns 1,203 shares of the semiconductor manufacturer’s stock valued at $406,000 after purchasing an additional 239 shares during the last quarter. Institutional investors own 80.84% of the company’s stock.

Key Stories Impacting Micron Technology

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

• Positive Sentiment: Alphabet’s stronger capital-expenditure outlook for 2026 eased fears of an AI spending slowdown, which is lifting Micron and other memory-chip names on expectations for sustained demand. Micron stock gains 3%: how is the company benefiting from Alphabet and Tesla earnings
• Positive Sentiment: Elon Musk publicly thanked Micron during Tesla’s earnings call, adding to bullish sentiment around the company and helping fuel the stock’s recent rebound. Micron Technology Stock (MU) Is Recovering. Thank Elon Musk
• Positive Sentiment: Investor enthusiasm for the broader semiconductor and memory complex remains strong, with articles highlighting tight DRAM supply, rising memory prices, and heavy inflows into memory-focused ETFs. DRAM ETF inflows rise as Micron, SanDisk, SK Hynix, Samsung lead rally amid risks
• Positive Sentiment: Recent commentary also points to Micron’s strong margins and earnings momentum, reinforcing the view that the company is benefiting from a powerful AI-driven memory upcycle. Jim Cramer Still Loves Micron. Here Is the 1 Number That Shows Why He Is Right.

Wall Street Analysts Forecast Growth

A number of equities analysts have commented on MU shares. Wells Fargo & Company lifted their price objective on shares of Micron Technology from $1,220.00 to $1,525.00 and gave the stock an “overweight” rating in a research report on Thursday, June 25th. Wedbush raised their target price on shares of Micron Technology from $1,300.00 to $1,400.00 and gave the stock an “outperform” rating in a research note on Thursday, June 25th. Rosenblatt Securities lifted their target price on shares of Micron Technology from $1,200.00 to $1,500.00 and gave the stock a “buy” rating in a report on Thursday, June 25th. Raymond James Financial upped their price target on shares of Micron Technology from $1,100.00 to $1,500.00 and gave the company an “outperform” rating in a research note on Thursday, June 25th. Finally, Mizuho increased their price target on shares of Micron Technology from $1,150.00 to $1,375.00 and gave the company an “outperform” rating in a report on Thursday, June 25th. Four research analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and three have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Buy” and an average price target of $1,268.93.

Micron Technology Price Performance

NASDAQ:MU opened at $990.21 on Friday. Micron Technology, Inc. has a 52 week low of $103.38 and a 52 week high of $1,255.00. The company has a debt-to-equity ratio of 0.05, a quick ratio of 2.98 and a current ratio of 3.42. The firm’s 50-day simple moving average is $962.35 and its 200 day simple moving average is $620.46. The firm has a market cap of $1.12 trillion, a price-to-earnings ratio of 22.42 and a beta of 2.14.

Micron Technology (NASDAQ:MU) last announced its earnings results on Wednesday, June 24th. The semiconductor manufacturer reported $25.11 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $21.39 by $3.72. Micron Technology had a net margin of 55.91% and a return on equity of 71.13%. The firm had revenue of $41.46 billion for the quarter, compared to analyst estimates of $35.91 billion. During the same quarter in the prior year, the business posted $1.91 EPS. The business’s revenue was up 345.8% compared to the same quarter last year. Micron Technology has set its Q4 2026 guidance at 30.000-32.000 EPS. As a group, sell-side analysts predict that Micron Technology, Inc. will post 72.93 earnings per share for the current year.

Micron Technology Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, July 21st. Shareholders of record on Monday, July 6th were issued a $0.15 dividend. The ex-dividend date of this dividend was Monday, July 6th. This represents a $0.60 annualized dividend and a yield of 0.1%. Micron Technology’s payout ratio is currently 1.36%.

Insider Buying and Selling

In other news, Director Steven J. Gomo sold 2,000 shares of the company’s stock in a transaction on Monday, May 11th. The stock was sold at an average price of $787.03, for a total transaction of $1,574,060.00. Following the completion of the sale, the director directly owned 17,139 shares in the company, valued at approximately $13,488,907.17. This represents a 10.45% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, CEO Sanjay Mehrotra sold 28,506 shares of the firm’s stock in a transaction on Friday, June 26th. The stock was sold at an average price of $1,149.28, for a total value of $32,761,375.68. Following the completion of the transaction, the chief executive officer owned 355,997 shares in the company, valued at $409,140,232.16. The trade was a 7.41% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 163,300 shares of company stock valued at $152,667,204. 0.24% of the stock is owned by insiders.

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.