Quattro Financial Advisors LLC Has $949,000 Stake in Micron Technology, Inc. $MU

Quattro Financial Advisors LLC reduced its stake in Micron Technology, Inc. (NASDAQ:MU) by 56.9% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 822 shares of the semiconductor manufacturer’s stock after selling 1,085 shares during the quarter. Quattro Financial Advisors LLC’s holdings in Micron Technology were worth $949,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in MU. Norges Bank acquired a new stake in shares of Micron Technology in the 4th quarter valued at about $6,433,456,000. AQR Capital Management LLC boosted its position in shares of Micron Technology by 411.9% during the third quarter. AQR Capital Management LLC now owns 3,627,022 shares of the semiconductor manufacturer’s stock worth $606,873,000 after buying an additional 2,918,535 shares during the period. Arrowstreet Capital Limited Partnership boosted its position in shares of Micron Technology by 1,340.6% during the fourth quarter. Arrowstreet Capital Limited Partnership now owns 2,820,986 shares of the semiconductor manufacturer’s stock worth $805,148,000 after buying an additional 2,625,169 shares during the period. Amundi boosted its position in shares of Micron Technology by 65.0% during the fourth quarter. Amundi now owns 4,989,400 shares of the semiconductor manufacturer’s stock worth $1,424,025,000 after buying an additional 1,965,319 shares during the period. Finally, Vanguard Group Inc. grew its holdings in shares of Micron Technology by 1.9% during the fourth quarter. Vanguard Group Inc. now owns 106,608,094 shares of the semiconductor manufacturer’s stock worth $30,427,016,000 after buying an additional 1,954,644 shares in the last quarter. 80.84% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Micron Technology

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

• Positive Sentiment: New Street upgraded Micron to “Buy” from “Neutral” and set a $1,250 price target, citing the possibility that AI is making memory demand less cyclical. The firm projects a potential $2 trillion-$3 trillion valuation for Micron by the end of the decade. Micron Upgraded to Buy on the Claim Memory Stopped Being Cyclical
• Positive Sentiment: DRAM and NAND prices are tightening again, potentially increasing the earnings impact of Micron’s rapidly expanding data-center business. Analysts are continuing to raise revenue estimates and price targets as AI infrastructure spending supports demand for high-bandwidth memory and storage. Micron Stock Jumps as Memory Pricing Tightens Again
• Positive Sentiment: Micron launched a $250 million Micron Ventures Paradigm Fund to invest across the AI technology stack, including model development, computing infrastructure, enterprise applications and physical AI. The initiative could strengthen partnerships and give Micron earlier insight into future memory and storage requirements. Micron Ventures Launches $250 Million Fund
• Neutral Sentiment: Broader semiconductor strength, record U.S. equity benchmarks and easing rate-hike expectations are supporting risk appetite for memory stocks. Technical analysts also identify approximately $1,012 as an important near-term resistance level. Micron Price Forecast
• Negative Sentiment: Risks remain from rising Chinese competition and execution timing. YMTC has surpassed Micron in NAND shipments, while Micron’s new $9.3 billion fabrication plant is not expected to produce chips until 2028. Michael Burry has also increased bearish positions involving Micron, underscoring concerns about valuation, supply growth and a possible return of memory-cycle volatility.

Micron Technology Price Performance

MU stock opened at $971.66 on Monday. The company has a market cap of $1.10 trillion, a price-to-earnings ratio of 22.00 and a beta of 2.19. Micron Technology, Inc. has a twelve month low of $113.46 and a twelve month high of $1,255.00. The business has a 50 day moving average price of $965.49 and a two-hundred day moving average price of $679.10. 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 released its quarterly earnings data on Wednesday, June 24th. The semiconductor manufacturer reported $25.11 EPS for the quarter, beating the consensus estimate of $21.39 by $3.72. The company had revenue of $41.46 billion during 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%.The firm’s revenue for the quarter was up 345.8% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $1.91 EPS. Micron Technology has set its Q4 2026 guidance at 30.000-32.000 EPS. Analysts anticipate that Micron Technology, Inc. will post 72.93 EPS for the current fiscal year.

Micron Technology Announces Dividend

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

Analyst Ratings Changes

Several research firms have commented on MU. Rosenblatt Securities boosted their target price on Micron Technology from $1,200.00 to $1,500.00 and gave the company a “buy” rating in a research note on Thursday, June 25th. Susquehanna lifted their price objective on shares of Micron Technology from $1,750.00 to $2,000.00 and gave the company a “positive” rating in a report on Thursday, June 25th. Sanford C. Bernstein set a $1,300.00 target price on shares of Micron Technology in a report on Monday, June 22nd. Cantor Fitzgerald reaffirmed an “overweight” rating and issued a $1,500.00 target price on shares of Micron Technology in a research report on Thursday, June 25th. Finally, KeyCorp reaffirmed an “overweight” rating on shares of Micron Technology in a research report on Monday, July 20th. Four investment analysts have rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Buy” and a consensus price target of $1,259.97.

Insider Activity

In other Micron Technology news, CAO Scott R. Allen sold 879 shares of the stock in a transaction on Thursday, July 23rd. The shares were sold at an average price of $1,000.00, for a total value of $879,000.00. Following the completion of the sale, the chief accounting officer owned 34,958 shares in the company, valued at $34,958,000. This trade represents a 2.45% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, Director Lynn A. Dugle sold 1,300 shares of Micron Technology stock in a transaction dated Tuesday, June 30th. The shares were sold at an average price of $1,150.43, for a total transaction of $1,495,559.00. Following the completion of the transaction, the director directly owned 17,728 shares of the company’s stock, valued at approximately $20,394,823.04. This trade represents a 6.83% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 162,179 shares of company stock worth $167,811,861. 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.