Micron Technology, Inc. $MU Stake Boosted by Teamwork Financial Advisors LLC

Teamwork Financial Advisors LLC lifted its stake in shares of Micron Technology, Inc. (NASDAQ:MU) by 50.5% during the second quarter, Holdings Channel reports. The firm owned 5,506 shares of the semiconductor manufacturer’s stock after buying an additional 1,848 shares during the period. Teamwork Financial Advisors LLC’s holdings in Micron Technology were worth $6,356,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also made changes to their positions in the stock. Brighton Jones LLC grew its stake in Micron Technology by 18.3% during the 4th quarter. Brighton Jones LLC now owns 6,318 shares of the semiconductor manufacturer’s stock worth $532,000 after buying an additional 976 shares during the last quarter. Sivia Capital Partners LLC lifted its stake in Micron Technology by 21.7% in the second quarter. Sivia Capital Partners LLC now owns 3,528 shares of the semiconductor manufacturer’s stock valued at $435,000 after buying an additional 628 shares during the last quarter. United Bank bought a new stake in Micron Technology in the second quarter valued at $236,000. Schnieders Capital Management LLC. boosted its holdings in shares of Micron Technology by 67.9% during the second quarter. Schnieders Capital Management LLC. now owns 16,984 shares of the semiconductor manufacturer’s stock valued at $2,093,000 after acquiring an additional 6,867 shares during the period. Finally, Sei Investments Co. boosted its holdings in shares of Micron Technology by 5.6% during the second quarter. Sei Investments Co. now owns 405,545 shares of the semiconductor manufacturer’s stock valued at $49,987,000 after acquiring an additional 21,619 shares during the period. Institutional investors own 80.84% of the company’s stock.

Insider Buying and Selling

In other news, EVP April S. Arnzen sold 40,000 shares of the stock in a transaction that occurred on Wednesday, July 1st. The shares were sold at an average price of $1,083.94, for a total value of $43,357,600.00. Following the completion of the transaction, the executive vice president directly owned 85,737 shares in the company, valued at $92,933,763.78. This trade represents a 31.81% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Lynn A. Dugle sold 1,300 shares of the firm’s stock in a transaction that occurred on Tuesday, June 30th. The shares were sold at an average price of $1,150.43, for a total transaction of $1,495,559.00. Following the transaction, the director owned 17,728 shares in the company, valued at $20,394,823.04. This represents a 6.83% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 164,179 shares of company stock worth $169,385,921. Company insiders own 0.24% of the company’s stock.

Micron Technology Price Performance

Shares of MU opened at $877.57 on Friday. The firm has a market capitalization of $991.12 billion, a price-to-earnings ratio of 19.87 and a beta of 2.18. The company has a debt-to-equity ratio of 0.05, a quick ratio of 2.98 and a current ratio of 3.42. Micron Technology, Inc. has a one year low of $111.67 and a one year high of $1,255.00. The stock’s fifty day moving average is $975.03 and its 200-day moving average is $658.56.

Micron Technology (NASDAQ:MU) last posted its quarterly earnings data on Wednesday, June 24th. The semiconductor manufacturer reported $25.11 earnings per share for the quarter, topping the consensus estimate of $21.39 by $3.72. The business had revenue of $41.46 billion during the quarter, compared to the consensus estimate of $35.91 billion. Micron Technology had a net margin of 55.91% and a return on equity of 71.13%. The company’s quarterly revenue was up 345.8% compared to the same quarter last year. During the same quarter in the prior year, the company posted $1.91 earnings per share. Micron Technology has set its Q4 2026 guidance at 30.000-32.000 EPS. Equities analysts anticipate that Micron Technology, Inc. will post 72.93 EPS for the current year.

Micron Technology Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, July 21st. Stockholders of record on Monday, July 6th were paid a $0.15 dividend. This represents a $0.60 dividend on an annualized basis and a dividend yield of 0.1%. The ex-dividend date of this dividend was Monday, July 6th. Micron Technology’s dividend payout ratio is currently 1.36%.

Micron Technology News Roundup

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

• Positive Sentiment: Citigroup lowered its price target to $1,150 from $1,400 but maintained a Buy rating, implying roughly 31% upside from the referenced price. The target cut reflects a more cautious outlook, but the continued Buy rating signals confidence in Micron’s earnings potential. Benzinga price target report
• Positive Sentiment: Micron’s latest quarterly results remain a major fundamental support: revenue rose 345.8% year over year to $41.46 billion, adjusted EPS reached $25.11, and fourth-quarter guidance calls for approximately $50 billion in revenue and about $31 in adjusted EPS. The company also disclosed 16 strategic customer agreements extending through 2030, several with pricing floors or bands that could provide more stable revenue and margins. Micron long-term AI memory contracts
• Positive Sentiment: Ongoing AI data-center expansion is supporting demand for high-bandwidth memory, while higher memory costs are contributing to increased capital spending by major cloud customers. This reinforces the view that Micron’s premium AI-memory products remain supply constrained. Amazon memory costs and capital spending
• Neutral Sentiment: SK Hynix approved approximately $38 billion for two new South Korean memory fabs. The investment highlights strong industry demand, but investors are concerned that additional supply could eventually pressure pricing and reduce Micron’s exceptional margins. SK Hynix new memory fabs
• Negative Sentiment: Fresh commentary from Citi points to a more cautious memory-pricing outlook, while weaker-than-expected outlooks from SanDisk and Western Digital have triggered a broader memory-stock selloff. Investors are increasingly focused on whether today’s AI-related shortage will lead to oversupply in future years. Why Micron stock is falling
• Negative Sentiment: Reports that Nvidia is considering lower-memory versions of future Rubin Ultra GPUs raise concerns that customers could reduce high-bandwidth memory content per system, potentially limiting long-term HBM growth. Nvidia Rubin Ultra memory report

Wall Street Analyst Weigh In

Several research firms have recently commented on MU. Melius Research started coverage on shares of Micron Technology in a research report on Monday, April 27th. They set a “buy” rating and a $700.00 price target for the company. Stifel Nicolaus boosted their target price on shares of Micron Technology from $550.00 to $1,500.00 and gave the company a “buy” rating in a research note on Thursday, June 18th. Sanford C. Bernstein set a $1,300.00 target price on shares of Micron Technology in a research report on Monday, June 22nd. Wells Fargo & Company raised their price target on shares of Micron Technology from $1,220.00 to $1,525.00 and gave the company an “overweight” rating in a research note on Thursday, June 25th. Finally, Needham & Company LLC raised their price target on shares of Micron Technology from $1,550.00 to $1,650.00 and gave the company a “buy” rating in a research note on Thursday, June 25th. Four research analysts have rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat, the stock presently has an average rating of “Buy” and a consensus price target of $1,260.31.

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.