Micron Technology, Inc. $MU Shares Sold by Jackson Square Capital LLC

Jackson Square Capital LLC lessened its holdings in shares of Micron Technology, Inc. (NASDAQ:MU) by 7.6% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 107,408 shares of the semiconductor manufacturer’s stock after selling 8,825 shares during the period. Micron Technology makes up approximately 3.9% of Jackson Square Capital LLC’s portfolio, making the stock its 5th biggest holding. Jackson Square Capital LLC’s holdings in Micron Technology were worth $17,972,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the business. First Command Advisory Services Inc. grew its stake in shares of Micron Technology by 225.0% during the 2nd quarter. First Command Advisory Services Inc. now owns 221 shares of the semiconductor manufacturer’s stock worth $27,000 after purchasing an additional 153 shares during the period. Howard Hughes Medical Institute acquired a new position in Micron Technology during the second quarter worth about $30,000. AlphaQuest LLC increased its holdings in Micron Technology by 13,250.0% in 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 lifted its position in shares of Micron Technology by 4,500.0% during the 2nd quarter. WealthCollab LLC now owns 276 shares of the semiconductor manufacturer’s stock valued at $34,000 after acquiring an additional 270 shares during the period. Finally, Hilltop National Bank purchased a new stake in shares of Micron Technology during the 2nd quarter worth approximately $37,000. Institutional investors and hedge funds own 80.84% of the company’s stock.

Insider Transactions at Micron Technology

In other Micron Technology news, EVP Scott J. Deboer sold 82,000 shares of the business’s stock in a transaction dated Monday, October 27th. The stock was sold at an average price of $222.81, for a total transaction of $18,270,420.00. Following the completion of the sale, the executive vice president owned 154,145 shares of the company’s stock, valued at approximately $34,345,047.45. The trade was a 34.72% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP April S. Arnzen sold 15,000 shares of the business’s stock in a transaction dated Tuesday, September 30th. The stock was sold at an average price of $164.04, for a total value of $2,460,600.00. Following the sale, the executive vice president owned 131,580 shares of the company’s stock, valued at $21,584,383.20. The trade was a 10.23% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 369,852 shares of company stock valued at $79,364,303. Corporate insiders own 0.24% of the company’s stock.

Key Stores Impacting Micron Technology

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

• Positive Sentiment: Blowout Q1 results and blowout guidance — revenue and EPS beat estimates and management issued guidance well above consensus, implying materially stronger 2026 growth and margins, which is the primary driver of the rally. Micron’s Q1 Results Say “AI Bubble Is Far From Bursting”
• Positive Sentiment: “Sold‑out” HBM and runaway AI memory demand — management said HBM capacity is tight and orders are sold out, supporting a large addressable market for AI accelerators and pricing/margin upside. Micron stock pops 14% as AI memory demand soars: ‘We are more than sold out’
• Positive Sentiment: Analyst upgrades and price‑target increases — multiple firms raised ratings and targets after the print (JPMorgan, UBS, Wolfe, Citigroup and others), which amplifies buy-side momentum and raises consensus expectations. Micron Stock Jumps On ‘Stunning’ Quarterly Results, Guidance
• Positive Sentiment: Sector/ETF spillover — cooler inflation and the earnings surprise helped tech/AI ETFs rally, drawing incremental flows into names with large AI exposure like MU. Inflation Cools, Micron Shines: Tech ETFs Catch Tailwind
• Neutral Sentiment: Dividend declaration adds a small yield and signals confidence, but it is modest relative to market moves and not the main catalyst.
• Negative Sentiment: Large insider selling noted in public data — many recent sales by senior executives could be read as liquidity-taking and may add pressure or caution for some investors. Micron Technology Stock (MU) Opinions on Recent Earnings Beat
• Negative Sentiment: Valuation and sustainability questions — some analysts and outlets warn the beat may have baked in aggressive assumptions about how long supply tightness and pricing persist; that raises the risk of sharp swings if demand or pricing normalizes. Micron’s Blowout Results Are Bad News for Anyone Buying a New Phone or PC Next Year

Micron Technology Stock Performance

Micron Technology stock opened at $265.92 on Friday. The stock has a fifty day moving average price of $228.36 and a 200 day moving average price of $164.59. Micron Technology, Inc. has a 52 week low of $61.54 and a 52 week high of $268.38. The firm has a market capitalization of $298.93 billion, a P/E ratio of 25.28, a PEG ratio of 0.37 and a beta of 1.54. The company has a current ratio of 2.46, a quick ratio of 1.79 and a debt-to-equity ratio of 0.19.

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

Micron Technology Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, January 14th. Stockholders of record on Monday, December 29th will be issued a dividend of $0.115 per share. This represents a $0.46 dividend on an annualized basis and a dividend yield of 0.2%. The ex-dividend date is Monday, December 29th. Micron Technology’s dividend payout ratio is presently 6.06%.

Wall Street Analysts Forecast Growth

Several equities analysts recently weighed in on MU shares. CLSA started coverage on Micron Technology in a research note on Wednesday, August 27th. They issued an “outperform” rating and a $155.00 price objective for the company. BNP Paribas Exane raised Micron Technology from an “underperform” rating to an “outperform” rating and set a $270.00 price target for the company in a research note on Monday, October 13th. The Goldman Sachs Group raised their target price on shares of Micron Technology from $205.00 to $235.00 and gave the company a “neutral” rating in a report on Thursday. KeyCorp set a $350.00 price objective on shares of Micron Technology in a research note on Thursday. Finally, Wolfe Research increased their target price on Micron Technology from $300.00 to $350.00 and gave the company an “outperform” rating in a report on Thursday. Five research analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat, Micron Technology currently has an average rating of “Buy” and an average price target of $282.61.

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.