Hohimer Wealth Management LLC Raises Holdings in Micron Technology, Inc. $MU

Hohimer Wealth Management LLC increased its stake in shares of Micron Technology, Inc. (NASDAQ:MU) by 12.2% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 28,226 shares of the semiconductor manufacturer’s stock after acquiring an additional 3,074 shares during the period. Hohimer Wealth Management LLC’s holdings in Micron Technology were worth $4,723,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors also recently bought and sold shares of the stock. REAP Financial Group LLC acquired a new stake in shares of Micron Technology during the 3rd quarter worth approximately $25,000. Barnes Dennig Private Wealth Management LLC acquired a new position in shares of Micron Technology in the third quarter worth about $27,000. Cullen Frost Bankers Inc. boosted its stake in shares of Micron Technology by 79.3% during the 3rd quarter. Cullen Frost Bankers Inc. now owns 199 shares of the semiconductor manufacturer’s stock worth $33,000 after acquiring an additional 88 shares in the last quarter. Howard Hughes Medical Institute purchased a new stake in shares of Micron Technology during the 2nd quarter worth about $30,000. Finally, Physician Wealth Advisors Inc. grew its position in shares of Micron Technology by 248.0% during the 3rd quarter. Physician Wealth Advisors Inc. now owns 261 shares of the semiconductor manufacturer’s stock valued at $44,000 after acquiring an additional 186 shares during the period. 80.84% of the stock is owned by institutional investors and hedge funds.

Key Micron Technology News

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

• Positive Sentiment: S&P raised Micron’s credit rating to BBB, citing stronger AI-driven memory demand and improved financial metrics — a validation of Micron’s revenue and margin trajectory. Micron rating raised to BBB by S&P on AI demand growth
• Positive Sentiment: Micron is ramping a US$200B U.S. buildout to expand capacity for AI workloads — a large-capex commitment that supports long‑term revenue growth but also tests near‑term valuation. Micron Ramps US$200b US Buildout As AI Demand Tests Valuation
• Positive Sentiment: Multiple analyst and media pieces highlight Micron’s massive run (300%+ YTD/year) and sustained HBM tightness that should support pricing power and margins — reinforcing a bullish fundamental view. Up 326%, Should You Buy Micron Technology Right Now?
• Positive Sentiment: MarketBeat/sector writeups and Barchart analyses show MU outperforming peers and breaking out technically on AI/HBM strength — supporting the bullish narrative for further upside. How Is Micron Technology’s Stock Performance Compared to Other Semiconductor Stocks
• Neutral Sentiment: Industry hires (e.g., Atomera marketing appointment) and broader semiconductor commentary underline continued AI ecosystem investment but don’t directly change Micron’s near‑term outlook. Nishant Sinha Joins Atomera as Head of Marketing to Drive Strategy and Growth in Advanced Semiconductor Materials
• Neutral Sentiment: Comparative analyst pieces (e.g., Zacks) favor Micron over some AI plays based on HBM demand, but these are relative arguments rather than new company‑specific catalysts. Micron vs. Oracle: One AI Stock Is a Clear Buy Right Now
• Negative Sentiment: Technical analysis flags that MU is overextended near record highs and faces near‑term pullback risk unless it decisively clears those levels — a likely cause of today’s down move as traders take profits. Micron Technology (MU) Price Forecast: Rally Stalls Near Record Highs
• Negative Sentiment: Several pieces note valuation is being tested after the rally; that elevates sensitivity to any mixed macro data or earnings guidance and can exacerbate short‑term declines. Up Over 300%, Should You Buy Micron Stock Right Now?

Micron Technology Trading Down 3.1%

Shares of MU stock opened at $415.56 on Friday. Micron Technology, Inc. has a fifty-two week low of $61.54 and a fifty-two week high of $455.50. 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’s fifty day moving average is $366.07 and its two-hundred day moving average is $250.27. The firm has a market capitalization of $467.72 billion, a P/E ratio of 39.50 and a beta of 1.52.

Micron Technology (NASDAQ:MU) last released its earnings results on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.77 by $1.01. The business had revenue of $13.64 billion during 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%. The company’s revenue for the quarter was up 56.7% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $1.79 earnings per share. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. Research analysts expect that Micron Technology, Inc. will post 6.08 earnings per share for the current fiscal year.

Micron Technology Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, January 14th. Shareholders of record on Monday, December 29th were issued a $0.115 dividend. 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 dividend payout ratio is presently 4.37%.

Analyst Ratings Changes

MU has been the subject of a number of analyst reports. Phillip Securities raised Micron Technology to a “strong-buy” rating in a report on Monday, February 2nd. Needham & Company LLC upped their target price on Micron Technology from $380.00 to $450.00 and gave the stock a “buy” rating in a research note on Tuesday, February 17th. HSBC increased their target price on Micron Technology from $350.00 to $500.00 and gave the company a “buy” rating in a research report on Friday, January 23rd. KeyCorp boosted their price target on shares of Micron Technology from $325.00 to $450.00 and gave the stock an “overweight” rating in a report on Tuesday, January 13th. Finally, Cantor Fitzgerald upped their price objective on shares of Micron Technology from $350.00 to $450.00 and gave the stock an “overweight” rating in a research report on Wednesday, January 14th. Six analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and three have issued a Hold rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Buy” and a consensus price target of $358.38.

Insiders Place Their Bets

In other news, Director Steven J. Gomo sold 5,000 shares of the business’s stock in a transaction that occurred on Friday, December 19th. The stock was sold at an average price of $263.63, for a total transaction of $1,318,150.00. Following the transaction, the director directly owned 19,139 shares in the company, valued at $5,045,614.57. The trade was a 20.71% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Sumit Sadana sold 25,000 shares of the company’s stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $429.89, for a total value of $10,747,250.00. Following the completion of the sale, the executive vice president owned 248,021 shares of the company’s stock, valued at $106,621,747.69. This trade represents a 9.16% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders bought 23,200 shares of company stock worth $7,821,723 and sold 73,623 shares worth $27,307,408. Company insiders own 0.24% of the company’s stock.

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.