waypoint wealth counsel Buys New Shares in Micron Technology, Inc. $MU

waypoint wealth counsel bought a new position in Micron Technology, Inc. (NASDAQ:MU) in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor bought 3,294 shares of the semiconductor manufacturer’s stock, valued at approximately $551,000.

A number of other institutional investors have also bought and sold shares of MU. First Command Advisory Services Inc. lifted its position in shares of Micron Technology by 225.0% in the second quarter. First Command Advisory Services Inc. now owns 221 shares of the semiconductor manufacturer’s stock valued at $27,000 after acquiring an additional 153 shares in the last quarter. Howard Hughes Medical Institute bought a new stake in Micron Technology during the 2nd quarter valued at approximately $30,000. AlphaQuest LLC lifted 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 purchasing an additional 265 shares in the last quarter. WealthCollab LLC boosted its stake in Micron Technology by 4,500.0% in the 2nd quarter. WealthCollab LLC now owns 276 shares of the semiconductor manufacturer’s stock worth $34,000 after purchasing an additional 270 shares during the period. Finally, Hilltop National Bank bought a new position in Micron Technology in the 2nd quarter worth approximately $37,000. Hedge funds and other institutional investors own 80.84% of the company’s stock.

Insiders Place Their Bets

In other news, CFO Mark J. Murphy sold 126,000 shares of Micron Technology stock in a transaction that occurred on Thursday, October 30th. The stock was sold at an average price of $225.31, for a total value of $28,389,060.00. Following the completion of the transaction, the chief financial officer owned 219,693 shares in the company, valued at approximately $49,499,029.83. The trade was a 36.45% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP April S. Arnzen sold 15,000 shares of the stock in a transaction on Monday, December 22nd. The shares were sold at an average price of $277.09, for a total value of $4,156,350.00. Following the sale, the executive vice president owned 165,618 shares in the company, valued at $45,891,091.62. The trade was a 8.30% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 369,300 shares of company stock worth $81,513,868. 0.24% of the stock is currently owned by company insiders.

Micron Technology Price Performance

MU stock opened at $294.37 on Tuesday. Micron Technology, Inc. has a 52 week low of $61.54 and a 52 week high of $294.50. The firm has a market capitalization of $331.32 billion, a P/E ratio of 27.98, a price-to-earnings-growth ratio of 0.18 and a beta of 1.54. The company has a fifty day simple moving average of $238.81 and a two-hundred day simple moving average of $172.74. The company has a quick ratio of 1.78, a current ratio of 2.46 and a debt-to-equity ratio of 0.19.

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

Micron Technology Announces Dividend

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

Micron Technology News Roundup

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

• Positive Sentiment: Strong earnings and guidance — Micron’s holiday-quarter results and commentary (record free cash flow, revenue & earnings beats, bullish guidance) are the primary catalyst lifting sentiment. Micron (MU) Jumps 7% on Christmas Rush, Strong Earnings
• Positive Sentiment: New all-time high — MU reached a fresh record, reinforcing momentum and triggering momentum-based flows and price-target resets. Micron Stock (MU) Reaches a New Record — What Comes Next in 2026?
• Positive Sentiment: Analyst recognition — Micron was added to Zacks’ Rank #1 (Strong Buy) growth list, which can help sustain buy-side interest and upgrades. Best Growth Stocks to Buy for December 30th
• Positive Sentiment: Sector/ETF tailwinds — Market positioning around NVIDIA’s moves and the broader AI inference cycle is benefiting memory suppliers (HBM) like Micron; ETFs that underweight or cap winners also reallocate into memory names. The Lazy Way to Play NVIDIA’s $20B Groq Deal
• Neutral Sentiment: Small institutional buying — Apella Capital reported a modest new position in MU (low-impact signal of interest but not a major stake). Apella Capital LLC Buys New Position in Micron Technology, Inc. $MU
• Neutral Sentiment: Value/long-term case debated — Several commentators argue MU is attractively valued given AI-driven memory shortages; useful for long-term positioning but less immediately market-moving than earnings. Is Micron Technology a Good Value in this Economy?
• Negative Sentiment: Overbought/pullback risk — Traders and option strategists are flagging MU as far above long-term moving averages; bear‑put spread strategies and writeups warn a corrective pullback is possible after the parabolic run. Micron Technology Bear Put Spread Could Return 197% in this Down Move
• Negative Sentiment: Sentiment/positioning risk — Coverage noting the stock’s rapid gains has prompted some caution (commentators urging management to be more demonstrative and traders taking profits). That can add short-term volatility. Jim Cramer Wants Micron (MU) CEO to be More Exuberant

Wall Street Analyst Weigh In

Several research firms have recently issued reports on MU. BNP Paribas upgraded shares of Micron Technology from a “strong sell” rating to a “strong-buy” rating in a research report on Monday, October 13th. Needham & Company LLC raised their target price on shares of Micron Technology from $200.00 to $300.00 and gave the company a “buy” rating in a research note on Tuesday, December 16th. Stifel Nicolaus lifted their price target on shares of Micron Technology from $195.00 to $300.00 and gave the company a “buy” rating in a report on Friday, December 12th. Susquehanna increased their price objective on shares of Micron Technology from $200.00 to $300.00 and gave the company a “positive” rating in a report on Monday, December 8th. Finally, Wall Street Zen upgraded Micron Technology from a “buy” rating to a “strong-buy” rating in a research report on Sunday, November 23rd. Five research 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 company’s stock. According to MarketBeat, Micron Technology has an average rating of “Buy” and an average target price of $282.61.

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.