2,021 Shares in Micron Technology, Inc. $MU Purchased by Financial & Tax Architects LLC

Financial & Tax Architects LLC bought a new stake in Micron Technology, Inc. (NASDAQ:MU) in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund bought 2,021 shares of the semiconductor manufacturer’s stock, valued at approximately $2,153,000.

Several other institutional investors and hedge funds have also recently bought and sold shares of the stock. Andar Capital Management HK Ltd boosted its holdings in shares of Micron Technology by 856,960.3% in the 2nd quarter. Andar Capital Management HK Ltd now owns 34,282,413 shares of the semiconductor manufacturer’s stock valued at $39,571,847,000 after purchasing an additional 34,278,413 shares during the last quarter. Primecap Management Co. CA acquired a new stake in shares of Micron Technology during the 2nd quarter worth $22,182,263,000. Legal & General Group Plc acquired a new stake in shares of Micron Technology during the 2nd quarter worth $8,402,393,000. Situational Awareness LP increased its holdings in shares of Micron Technology by 1,149.0% during the 2nd quarter. Situational Awareness LP now owns 4,828,786 shares of the semiconductor manufacturer’s stock worth $5,573,819,000 after buying an additional 5,289,124 shares during the last quarter. Finally, Canada Pension Plan Investment Board acquired a new stake in shares of Micron Technology during the 2nd quarter worth $3,761,237,000. Institutional investors and hedge funds own 80.84% of the company’s stock.

Insider Activity

In related news, EVP Sumit Sadana sold 15,000 shares of Micron Technology stock in a transaction on Tuesday, August 18th. The shares were sold at an average price of $934.29, for a total transaction of $14,014,350.00. Following the sale, the executive vice president owned 191,021 shares of the company’s stock, valued at $178,469,010.09. The trade was a 7.28% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CAO Scott R. Allen sold 879 shares of the business’s stock in a transaction on Thursday, July 23rd. The stock was sold at an average price of $1,000.00, for a total transaction of $879,000.00. Following the completion of the transaction, the chief accounting officer owned 34,958 shares in the company, valued at $34,958,000. This represents a 2.45% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 95,879 shares of company stock worth $90,939,466. 0.24% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

MU has been the topic of several research reports. Susquehanna reaffirmed a “positive” rating on shares of Micron Technology in a research report on Thursday, October 1st. JPMorgan Chase & Co. boosted their price target on Micron Technology from $550.00 to $1,540.00 and gave the company an “overweight” rating in a research report on Thursday, June 25th. Weiss Ratings raised Micron Technology from a “buy (b)” rating to a “buy (b+)” rating in a research report on Monday. Argus dropped their price target on Micron Technology from $1,500.00 to $540.00 and set a “buy” rating for the company in a research note on Thursday, June 25th. Finally, Wolfe Research set a $1,500.00 price objective on Micron Technology in a report on Thursday, June 25th. One research analyst has rated the stock with a Strong Buy rating, forty-one have given a Buy rating and four have given a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $1,407.88.

Micron Technology Stock Performance

Shares of NASDAQ:MU opened at $931.24 on Friday. The company has a market cap of $1.05 trillion, a P/E ratio of 12.55, a PEG ratio of 0.16 and a beta of 2.22. The company has a debt-to-equity ratio of 0.03, a quick ratio of 2.94 and a current ratio of 3.31. Micron Technology, Inc. has a one year low of $192.40 and a one year high of $1,255.00. The business’s 50-day simple moving average is $985.86 and its 200 day simple moving average is $861.12.

Micron Technology (NASDAQ:MU) last released its quarterly earnings results on Wednesday, September 30th. The semiconductor manufacturer reported $33.42 earnings per share for the quarter, topping analysts’ consensus estimates of $31.77 by $1.65. The firm had revenue of $54.23 billion during the quarter, compared to analysts’ expectations of $51.33 billion. Micron Technology had a return on equity of 92.62% and a net margin of 63.80%. Micron Technology’s quarterly revenue was up 379.1% compared to the same quarter last year. During the same quarter in the prior year, the business earned $3.03 EPS. Micron Technology has set its Q1 2027 guidance at 37.150-39.150 EPS. On average, sell-side analysts forecast that Micron Technology, Inc. will post 177.03 earnings per share for the current fiscal year.

Micron Technology Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, October 29th. Stockholders of record on Wednesday, October 14th will be given a dividend of $0.15 per share. This represents a $0.60 dividend on an annualized basis and a dividend yield of 0.1%. The ex-dividend date of this dividend is Wednesday, October 14th. Micron Technology’s payout ratio is presently 0.81%.

Key Micron Technology News

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

• Positive Sentiment: Micron’s fundamental outlook remains strong. Fiscal 2026 revenue reportedly rose 256% to $133.2 billion, while tight DRAM and HBM supply is supporting significant margin expansion. The company is also accelerating construction of new fabs in Idaho and New York to increase capacity. Prediction: This Is What $2,000 Invested in Micron Stock Today Could Be Worth by 2029
• Positive Sentiment: Micron has signed 26 strategic customer agreements with pricing frameworks, helping reduce the traditional memory cycle risk. Its diversified customer base also means no single customer represented at least 10% of fiscal 2026 revenue. Micron’s Customer Contracts Just Took the Memory Cycle Off the Table
• Positive Sentiment: Analysts and commentators continue to identify MU as a buy-the-dip opportunity, citing AI-driven revenue growth, expanding margins and a lower valuation than some peers. Erste Group also raised its FY2027 earnings estimate, while Rosenblatt reaffirmed a Buy rating.
• Positive Sentiment: Elon Musk praised Micron’s approach to future memory pricing, and strong demand for AI infrastructure is expected to support high-value HBM shipments. ASML’s reported order backlog through 2030 also reinforces the long-term equipment and HBM demand outlook. ASML Just Delivered Excellent News for Micron Stock Investors
• Neutral Sentiment: Micron’s market capitalization is trailing several large companies, including Eli Lilly and Berkshire Hathaway, highlighting both the stock’s substantial rally and the possibility that investors are reassessing its valuation after recent volatility.
• Negative Sentiment: The principal overhang is China’s ChangXin Memory Technologies (CXMT), which is advancing in DDR5, LPDDR5X and server-memory products. Investors fear that Chinese competition could pressure prices and margins, although analysts note CXMT currently appears more competitive in lower-end memory than in Micron’s premium HBM products.
• Negative Sentiment: A broader AI and semiconductor sell-off, concerns about a possible memory oversupply by 2029, higher inflation and potential interest-rate increases have contributed to recent selling. Cathie Wood’s warning that memory-chip cycles remain “vicious” underscores the risk that today’s exceptional profits may not persist.

Micron Technology Profile

Micron Technology, Inc is a semiconductor company that develops and manufactures memory and storage solutions. Its product portfolio includes dynamic random-access memory (DRAM), NAND flash memory, three-dimensional XPoint-related technologies, solid-state drives, and high-bandwidth memory products designed for demanding computing applications.

The company serves customers across the data center, artificial intelligence, networking, automotive, industrial, mobile, consumer electronics, and embedded markets.