Micron Technology, Inc. $MU Shares Sold by Retireful LLC

Retireful LLC decreased its position in shares of Micron Technology, Inc. (NASDAQ:MU) by 56.9% in the 3rd quarter, HoldingsChannel.com reports. The fund owned 2,994 shares of the semiconductor manufacturer’s stock after selling 3,953 shares during the quarter. Retireful LLC’s holdings in Micron Technology were worth $501,000 as of its most recent filing with the SEC.

Other institutional investors have also modified their holdings of the company. First Command Advisory Services Inc. boosted its stake in Micron Technology by 225.0% during the 2nd quarter. First Command Advisory Services Inc. now owns 221 shares of the semiconductor manufacturer’s stock valued at $27,000 after purchasing an additional 153 shares during the period. Howard Hughes Medical Institute acquired a new position in shares of Micron Technology during the second quarter worth approximately $30,000. AlphaQuest LLC grew its holdings in Micron Technology by 13,250.0% in the 2nd quarter. AlphaQuest LLC now owns 267 shares of the semiconductor manufacturer’s stock worth $33,000 after buying an additional 265 shares in the last quarter. WealthCollab LLC increased its position in Micron Technology by 4,500.0% in the 2nd quarter. WealthCollab LLC now owns 276 shares of the semiconductor manufacturer’s stock valued at $34,000 after acquiring an additional 270 shares during the period. Finally, Hilltop National Bank acquired a new position in Micron Technology during the 2nd quarter worth $37,000. Institutional investors own 80.84% of the company’s stock.

Wall Street Analyst Weigh In

Several equities research analysts recently weighed in on the stock. BNP Paribas raised shares of Micron Technology from a “strong sell” rating to a “strong-buy” rating in a report on Monday, October 13th. Piper Sandler upped their price target on shares of Micron Technology from $200.00 to $275.00 and gave the stock an “overweight” rating in a research note on Thursday, December 18th. Needham & Company LLC increased their price objective on shares of Micron Technology from $200.00 to $300.00 and gave the company a “buy” rating in a report on Tuesday, December 16th. Citigroup boosted their target price on Micron Technology from $300.00 to $330.00 and gave the stock a “buy” rating in a report on Thursday, December 18th. Finally, Morgan Stanley increased their price target on Micron Technology from $338.00 to $350.00 and gave the company an “overweight” rating in a research note on Thursday, December 18th. Five analysts have rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat.com, Micron Technology currently has a consensus rating of “Buy” and a consensus target price of $282.61.

Micron Technology News Roundup

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

• Positive Sentiment: Q1 FY2026 results and guidance surprised to the upside (revenue, EPS, record free cash flow) and management signaled continued AI / HBM demand and accelerating momentum — this is the core bullish engine behind recent price strength and analyst upgrades. Read More.
• Positive Sentiment: Shares extended a record‑high streak (multiday highs) as traders bought the earnings narrative and AI memory tailwinds; that momentum lifted MU into many “top stock” and “start strong” lists for 2026. Read More.
• Positive Sentiment: Brokerage and media pieces highlighting Micron as a key beneficiary of the AI/memory supercycle (and as a hardware pick ahead of a gadget/AI boom) are supporting buying interest and raised price targets. Read More.
• Neutral Sentiment: Industry roundup articles list MU among undervalued/strong hardware names to watch for 2026; useful for longer‑term positioning but less likely to move intraday volume materially. Read More.
• Neutral Sentiment: Similar thematic pieces group MU with other hardware/AI winners for 2026; these reinforce narrative exposure to AI memory demand but are broader market commentary rather than company‑specific catalysts. Read More.
• Neutral Sentiment: Consumer pieces on monetizing MU shares (covered income strategies) reflect retail interest and higher retail participation after the run, but these are tactical/derivative stories rather than fundamental drivers. Read More.
• Negative Sentiment: A company director recently sold about $1.32M of MU stock — a potential trigger for short‑term profit taking and an item some investors watch as a cautionary signal (though size is modest vs. market cap). Read More.

Micron Technology Trading Down 0.7%

Shares of NASDAQ:MU opened at $284.79 on Monday. The company has a debt-to-equity ratio of 0.19, a quick ratio of 1.78 and a current ratio of 2.46. The stock has a market capitalization of $320.53 billion, a price-to-earnings ratio of 27.07, a PEG ratio of 0.18 and a beta of 1.54. Micron Technology, Inc. has a 1-year low of $61.54 and a 1-year high of $290.87. The company has a 50 day moving average price of $237.05 and a 200 day moving average price of $171.48.

Micron Technology (NASDAQ:MU) last announced its quarterly earnings data on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 EPS for the quarter, beating analysts’ consensus estimates of $3.77 by $1.01. The company had revenue of $13.64 billion during the quarter, compared to the consensus estimate of $12.62 billion. Micron Technology had a return on equity of 22.71% and a net margin of 28.15%.The company’s quarterly revenue was up 56.7% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $1.79 EPS. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. On average, research analysts anticipate that Micron Technology, Inc. will post 6.08 EPS for the current fiscal year.

Micron Technology Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, January 14th. Investors of record on Monday, December 29th will be paid a $0.115 dividend. The ex-dividend date of this dividend is Monday, December 29th. This represents a $0.46 dividend on an annualized basis and a yield of 0.2%. Micron Technology’s dividend payout ratio (DPR) is currently 4.37%.

Insider Activity

In other Micron Technology news, CFO Mark J. Murphy sold 126,000 shares of the company’s stock in a transaction dated Thursday, October 30th. The shares were sold at an average price of $225.31, for a total transaction of $28,389,060.00. Following the completion of the sale, the chief financial officer directly owned 219,693 shares of the company’s stock, valued at approximately $49,499,029.83. This represents a 36.45% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Scott J. Deboer sold 82,000 shares of the firm’s stock in a transaction dated Monday, October 27th. The stock was sold at an average price of $222.81, for a total transaction of $18,270,420.00. Following the completion of the transaction, the executive vice president owned 154,145 shares of the company’s stock, valued at approximately $34,345,047.45. The trade was a 34.72% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 384,300 shares of company stock worth $83,974,468. 0.24% of the stock is owned by company insiders.

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.