4,786 Shares in Micron Technology, Inc. $MU Bought by True North Advisors LLC

True North Advisors LLC acquired a new stake in Micron Technology, Inc. (NASDAQ:MU) during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 4,786 shares of the semiconductor manufacturer’s stock, valued at approximately $801,000.

Other hedge funds also recently made changes to their positions in the company. Trust Co. of Vermont raised its holdings in Micron Technology by 58.7% during the third quarter. Trust Co. of Vermont now owns 1,298 shares of the semiconductor manufacturer’s stock worth $217,000 after purchasing an additional 480 shares in the last quarter. Farther Finance Advisors LLC increased its position in Micron Technology by 73.4% during the 3rd quarter. Farther Finance Advisors LLC now owns 22,064 shares of the semiconductor manufacturer’s stock worth $3,692,000 after purchasing an additional 9,336 shares during the period. Parcion Private Wealth LLC acquired a new position in Micron Technology during the 3rd quarter worth approximately $403,000. Patton Fund Management Inc. purchased a new position in shares of Micron Technology during the 3rd quarter worth approximately $5,121,000. Finally, HBK Sorce Advisory LLC lifted its holdings in shares of Micron Technology by 10.9% in the 3rd quarter. HBK Sorce Advisory LLC now owns 6,571 shares of the semiconductor manufacturer’s stock valued at $1,099,000 after buying an additional 648 shares during the period. Institutional investors and hedge funds own 80.84% of the company’s stock.

Insider Buying and Selling

In related news, CEO Sanjay Mehrotra sold 3,743 shares of the business’s stock in a transaction dated Friday, November 7th. The shares were sold at an average price of $233.39, for a total value of $873,578.77. Following the completion of the transaction, the chief executive officer owned 396,578 shares of the company’s stock, valued at approximately $92,557,339.42. The trade was a 0.93% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CFO Mark J. Murphy sold 126,000 shares of the firm’s stock in a transaction dated Thursday, October 30th. The stock was sold at an average price of $225.31, for a total transaction of $28,389,060.00. Following the sale, the chief financial officer directly owned 219,693 shares in the company, valued at $49,499,029.83. This represents a 36.45% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 369,852 shares of company stock valued at $79,364,303 over the last three months. Insiders own 0.24% of the company’s stock.

Trending Headlines about Micron Technology

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

• Positive Sentiment: Management confirmed HBM capacity is sold out through 2026 with most pricing locked, and Q1 results showed strong revenue, EPS and margin beats — a major de‑risking signal supporting higher revenue visibility and the stock rally. Micron Technology Q1 Earnings Call Highlights
• Positive Sentiment: MarketBeat reports margin expansion (gross margins north of 50%), Data Center now ~56% of revenue, and a $20B FY2026 CapEx plan with an accelerated Idaho fab — all supporting sustained high‑margin growth. Micron Just Changed the AI Cycle—and the Market Knows It
• Positive Sentiment: Analysts and outlets are aggressively raising targets (some citing $500) and upgrading coverage as Micron transitions from cyclical memory vendor to a premium AI infrastructure supplier — driving momentum and institutional buying. Micron: Cheap Again Based On Large Potential EPS Increase For 2026
• Neutral Sentiment: HBM market reports show extreme supply tightness and multiyear pricing power; Micron is a primary beneficiary but the cycle timing (ramp through 2027) means upside is concentrated in near‑term premium HBM volumes. 4 Memorable Ways to Play the HBM Market Boom
• Neutral Sentiment: Short‑term technical/momentum coverage notes heavy weekly gains and possible year‑end window dressing by funds, which can amplify moves but also raise volatility risk. Micron (MU) Is Up 10.28% in One Week
• Negative Sentiment: Some analysts caution the rally may be overstretched and susceptible to mean reversion — if HBM supply or demand dynamics shift or guidance falls short, multiples could compress from current lofty levels. Micron: Rally Went Too Far

Analyst Ratings Changes

Several research analysts have issued reports on MU shares. Wedbush set a $320.00 price objective on Micron Technology in a research report on Thursday. Susquehanna increased their price target on shares of Micron Technology from $200.00 to $300.00 and gave the company a “positive” rating in a report on Monday, December 8th. Barclays boosted their price objective on shares of Micron Technology from $240.00 to $275.00 and gave the stock an “overweight” rating in a report on Thursday. Wall Street Zen raised shares of Micron Technology from a “buy” rating to a “strong-buy” rating in a report on Sunday, November 23rd. Finally, Mizuho boosted their price target on Micron Technology from $270.00 to $290.00 and gave the stock an “outperform” rating in a research note on Thursday. Five research analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and three have given a Hold rating to the stock. According to MarketBeat.com, Micron Technology presently has an average rating of “Buy” and an average target price of $282.61.

Micron Technology Stock Performance

Shares of MU opened at $276.59 on Tuesday. Micron Technology, Inc. has a 12-month low of $61.54 and a 12-month high of $279.99. The stock has a market cap of $311.30 billion, a P/E ratio of 26.29, a PEG ratio of 0.25 and a beta of 1.54. The company has a current ratio of 2.46, a quick ratio of 1.78 and a debt-to-equity ratio of 0.19. The company has a 50-day moving average of $230.03 and a two-hundred day moving average of $166.66.

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

Micron Technology Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Wednesday, January 14th. Stockholders of record on Monday, December 29th will be issued a $0.115 dividend. This represents a $0.46 dividend on an annualized basis and a dividend yield of 0.2%. The ex-dividend date of this dividend is Monday, December 29th. Micron Technology’s payout ratio is 4.37%.

Micron Technology Company 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.