Micron Technology, Inc. $MU Stock Holdings Lifted by Moran Wealth Management LLC

Moran Wealth Management LLC increased its position in shares of Micron Technology, Inc. (NASDAQ:MU) by 62.0% during the third quarter, Holdings Channel reports. The fund owned 46,967 shares of the semiconductor manufacturer’s stock after acquiring an additional 17,967 shares during the quarter. Moran Wealth Management LLC’s holdings in Micron Technology were worth $7,859,000 at the end of the most recent quarter.

Several other hedge funds have also made changes to their positions in MU. First Command Advisory Services Inc. raised 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 purchased a new position in shares of Micron Technology during the second quarter valued at $30,000. AlphaQuest LLC grew its holdings in shares of Micron Technology by 13,250.0% during the second quarter. AlphaQuest LLC now owns 267 shares of the semiconductor manufacturer’s stock valued at $33,000 after buying an additional 265 shares in the last quarter. WealthCollab LLC raised its position in Micron Technology by 4,500.0% during the second quarter. WealthCollab LLC now owns 276 shares of the semiconductor manufacturer’s stock valued at $34,000 after buying an additional 270 shares during the period. Finally, Accordant Advisory Group Inc raised its position in Micron Technology by 200.0% during the third quarter. Accordant Advisory Group Inc now owns 300 shares of the semiconductor manufacturer’s stock valued at $50,000 after buying an additional 200 shares during the period. Hedge funds and other institutional investors own 80.84% of the company’s stock.

Micron Technology Price Performance

Shares of MU opened at $327.02 on Friday. 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 firm has a market cap of $368.06 billion, a PE ratio of 31.09, a PEG ratio of 0.21 and a beta of 1.50. The firm’s 50 day moving average price is $254.46 and its 200 day moving average price is $182.69. Micron Technology, Inc. has a twelve month low of $61.54 and a twelve month high of $346.30.

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

Micron Technology Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Wednesday, January 14th. Shareholders of record on Monday, December 29th will be issued a dividend of $0.115 per share. This represents a $0.46 annualized dividend and a yield of 0.1%. The ex-dividend date is Monday, December 29th. Micron Technology’s dividend payout ratio (DPR) is 4.37%.

Trending Headlines about Micron Technology

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

• Positive Sentiment: Company fundamentals and AI demand remain very strong: recent results showed a large revenue and EPS beat and management set lofty FY26 guidance that signals robust AI-driven memory demand and premium pricing power. Earnings & guidance
• Positive Sentiment: Analysts are raising targets and estimates on supply tightness for DRAM/HBM — UBS and Piper Sandler boosted targets toward $400 and firms are increasing 2026–27 EPS forecasts, supporting upside case. Analyst price-target hikes
• Positive Sentiment: Macro/industry confirmation of a memory supercycle — multiple outlets and brokers (JP Morgan, Piper) highlight an extended DRAM/HBM supply squeeze as AI demand outpaces capacity, which should support pricing and margins. JP Morgan / pricing power
• Neutral Sentiment: Broader market pullback and profit-taking are weighing on the stock today even though company-specific news remains positive — traders are trimming winners after a big 2025 rally. Market pullback
• Negative Sentiment: Some technical/valuation concerns and calls of “overbought” increase near-term downside risk — strategists warn momentum could invite selling after sharp gains. Overbought warning
• Negative Sentiment: Analyst divergence: at least one high-profile note trimmed a previously aggressive target, adding short-term headline risk and giving some investors cause to reweight. Analyst cuts
• Negative Sentiment: Insider selling: Micron’s CAO sold 2,000 shares (~$675k) recently, a small but visible insider sale that can be cited by short-term traders as a reason to pare exposure. SEC filing

Analyst Upgrades and Downgrades

A number of equities research analysts have commented on MU shares. Deutsche Bank Aktiengesellschaft raised their price objective on Micron Technology from $200.00 to $280.00 and gave the stock a “buy” rating in a research report on Tuesday, December 9th. Barclays increased their price target on shares of Micron Technology from $240.00 to $275.00 and gave the stock an “overweight” rating in a research report on Thursday, December 18th. Cantor Fitzgerald boosted their price objective on shares of Micron Technology from $300.00 to $350.00 and gave the company an “overweight” rating in a research report on Thursday, December 18th. KeyCorp set a $350.00 price objective on shares of Micron Technology in a research note on Thursday, December 18th. Finally, Wells Fargo & Company increased their target price on shares of Micron Technology from $300.00 to $335.00 and gave the stock an “overweight” rating in a research report on Thursday, December 18th. Five equities research analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat, Micron Technology presently has an average rating of “Buy” and a consensus target price of $292.00.

Insider Buying and Selling

In other news, CAO Scott R. Allen sold 2,000 shares of the company’s stock in a transaction dated Tuesday, January 6th. The stock was sold at an average price of $337.50, for a total transaction of $675,000.00. Following the completion of the sale, the chief accounting officer owned 38,237 shares in the company, valued at approximately $12,904,987.50. This represents a 4.97% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, Director Steven J. Gomo sold 5,000 shares of the stock in a transaction dated Friday, December 19th. The shares were sold at an average price of $263.63, for a total value of $1,318,150.00. Following the transaction, the director directly owned 19,139 shares in the company, valued at approximately $5,045,614.57. This represents a 20.71% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 318,800 shares of company stock valued at $72,333,387. 0.24% of the stock is owned by corporate insiders.

About Micron Technology

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.