Triad Wealth Partners LLC Invests $278,000 in Micron Technology, Inc. $MU

Triad Wealth Partners LLC acquired a new position in shares of Micron Technology, Inc. (NASDAQ:MU) in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 1,664 shares of the semiconductor manufacturer’s stock, valued at approximately $278,000.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. First Command Advisory Services Inc. lifted its holdings 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 last quarter. Barnes Dennig Private Wealth Management LLC acquired a new position in shares of Micron Technology in the 3rd quarter worth approximately $27,000. Howard Hughes Medical Institute bought a new stake in Micron Technology during the 2nd quarter worth approximately $30,000. AlphaQuest LLC increased its holdings in Micron Technology by 13,250.0% during the 2nd quarter. AlphaQuest LLC now owns 267 shares of the semiconductor manufacturer’s stock valued at $33,000 after purchasing an additional 265 shares in the last quarter. Finally, WealthCollab LLC raised 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 purchasing an additional 270 shares during the last quarter. Institutional investors and hedge funds own 80.84% of the company’s stock.

Key Stories Impacting Micron Technology

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

• Positive Sentiment: HSBC raised its price target to $500 and kept a Buy rating — the firm sees meaningful upside to MU shares versus current levels and joins other shops increasing targets, amplifying buying interest.
• Positive Sentiment: Stifel bumped its price target to $360 while maintaining a Buy, citing AI cloud demand and strategic fab moves as margin and supply levers. Stifel Raises Micron Technology (MU) Price Target to $360, Keeps Buy Rating
• Positive Sentiment: TD Cowen raised its price target to $450 — another large upward revision that reinforces the consensus of improving fundamentals driven by AI-related memory demand. TD Cowen Increases Micron Technology (NASDAQ:MU) Price Target to $450.00
• Positive Sentiment: Rosenblatt, William Blair and other shops initiated/maintained bullish ratings (Outperform/Buy), increasing institutional attention and demand for shares ahead of results.
• Positive Sentiment: Recent coverage highlights a structural AI memory supercycle and calls Micron a key AI enabler — research pieces and commentary argue DRAM/HBM shortages should sustain elevated pricing and margins. Micron: This Party Is Just Getting Started
• Positive Sentiment: Insider buying: a reported $7.8M purchase by Micron insider Teyin Liu supports management confidence in the business outlook. Micron insider Teyin Liu just bought $7.8 million in MU stock. Should you buy shares too?
• Neutral Sentiment: Company commentary and CEO remarks emphasize a memory shortage and long lead times — bullish for pricing but also a reminder Micron is investing to expand capacity, which entails heavy capex. Micron CEO Calls Memory ‘Key Enabler’ Of AI As It Tackles ‘Long Lead Time’ To Address Chip Shortage
• Neutral Sentiment: Micron is spending on new fabs (reported $1.8B for a site) — strategic for long-term share but increases near-term capex and execution risk. As Micron spends $1.8 billion on a new chip fab site, should you buy MU stock?
• Neutral Sentiment: Analysts and preview pieces expect another very strong quarter; upcoming results will be a near-term catalyst and could amplify the move either way. Here’s What to Expect From Micron Technology’s Next Earnings Report

Insider Buying and Selling

In related news, CAO Scott R. Allen sold 2,000 shares of the company’s stock in a transaction on Tuesday, January 6th. The shares were sold at an average price of $337.50, for a total value of $675,000.00. Following the completion of the sale, the chief accounting officer owned 38,237 shares in the company, valued at $12,904,987.50. This represents a 4.97% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, EVP April S. Arnzen sold 15,000 shares of the business’s stock in a transaction dated 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 completion of the transaction, the executive vice president directly owned 165,618 shares of the company’s stock, valued at approximately $45,891,091.62. The trade was a 8.30% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 287,500 shares of company stock valued at $65,892,908. 0.24% of the stock is owned by company insiders.

Micron Technology Stock Performance

MU stock opened at $399.65 on Friday. Micron Technology, Inc. has a twelve month low of $61.54 and a twelve month high of $412.43. The company has a quick ratio of 1.78, a current ratio of 2.46 and a debt-to-equity ratio of 0.19. The company has a market cap of $449.81 billion, a P/E ratio of 37.99 and a beta of 1.50. The business’s fifty day moving average is $281.71 and its 200-day moving average is $200.87.

Micron Technology (NASDAQ:MU) last announced its quarterly earnings data on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 EPS for the quarter, topping analysts’ consensus estimates of $3.77 by $1.01. Micron Technology had a return on equity of 22.71% and a net margin of 28.15%.The business had revenue of $13.64 billion during the quarter, compared to analysts’ expectations of $12.62 billion. During the same period in the previous year, the firm earned $1.79 earnings per share. The firm’s quarterly 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. Equities research analysts forecast that Micron Technology, Inc. will post 6.08 EPS for the current year.

Micron Technology Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, January 14th. Investors of record on Monday, December 29th were issued a dividend of $0.115 per share. The ex-dividend date was Monday, December 29th. This represents a $0.46 dividend on an annualized basis and a yield of 0.1%. Micron Technology’s payout ratio is currently 4.37%.

Wall Street Analysts Forecast Growth

Several analysts have recently commented on MU shares. Morgan Stanley increased their target price on Micron Technology from $338.00 to $350.00 and gave the stock an “overweight” rating in a report on Thursday, December 18th. Stifel Nicolaus raised their price objective on shares of Micron Technology from $300.00 to $360.00 and gave the company a “buy” rating in a research report on Tuesday. HSBC boosted their target price on shares of Micron Technology from $350.00 to $500.00 and gave the stock a “buy” rating in a research note on Friday. KeyCorp increased their price target on shares of Micron Technology from $325.00 to $450.00 and gave the company an “overweight” rating in a research note on Tuesday, January 13th. Finally, Needham & Company LLC boosted their price objective on shares of Micron Technology from $200.00 to $300.00 and gave the stock a “buy” rating in a research report on Tuesday, December 16th. Four research analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and three have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Buy” and an average target price of $346.66.

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.