Micron Technology (NASDAQ:MU) EVP Sells $4,156,350.00 in Stock

Micron Technology, Inc. (NASDAQ:MU) EVP April Arnzen sold 15,000 shares of the business’s stock in a transaction on Monday, December 22nd. The stock was sold at an average price of $277.09, for a total transaction of $4,156,350.00. Following the completion of the transaction, the executive vice president directly owned 165,618 shares in the company, valued at $45,891,091.62. This trade represents a 8.30% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this link.

Micron Technology Price Performance

Shares of NASDAQ:MU traded down $0.32 on Tuesday, reaching $276.27. The company’s stock had a trading volume of 20,402,902 shares, compared to its average volume of 25,153,336. The company has a debt-to-equity ratio of 0.19, a quick ratio of 1.78 and a current ratio of 2.46. Micron Technology, Inc. has a 52-week low of $61.54 and a 52-week high of $281.86. The company has a 50-day simple moving average of $230.03 and a 200 day simple moving average of $166.66. The company has a market cap of $310.94 billion, a P/E ratio of 26.26, a PEG ratio of 0.17 and a beta of 1.54.

Micron Technology (NASDAQ:MU) last released its earnings results on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 EPS for the quarter, beating 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 firm had revenue of $13.64 billion for the quarter, compared to analysts’ expectations of $12.62 billion. During the same quarter in the prior year, the firm posted $1.79 earnings per share. The company’s quarterly 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, equities research analysts anticipate that Micron Technology, Inc. will post 6.08 EPS for the current fiscal year.

Micron Technology Dividend Announcement

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

Analysts Set New Price Targets

A number of research analysts recently weighed in on MU shares. Cowen reaffirmed a “buy” rating on shares of Micron Technology in a research note on Thursday, December 11th. UBS Group reiterated an “overweight” rating on shares of Micron Technology in a research report on Thursday, December 18th. Barclays lifted their target price on shares of Micron Technology from $240.00 to $275.00 and gave the stock an “overweight” rating in a research note on Thursday, December 18th. JPMorgan Chase & Co. increased their target price on shares of Micron Technology from $220.00 to $350.00 and gave the company an “overweight” rating in a research report on Thursday, December 18th. Finally, Mizuho upped their price objective on shares of Micron Technology from $270.00 to $290.00 and gave the company an “outperform” rating in a research note on Thursday, December 18th. Five equities 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.com, the stock has a consensus rating of “Buy” and an average target price of $282.61.

Micron Technology News Roundup

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

• Positive Sentiment: Blowout earnings + sold‑out HBM: Micron reported a Q1 FY2026 beat and management said HBM capacity is sold out through 2026 with much of pricing locked — providing multi‑quarter revenue visibility and materially de‑risking near‑term cash flow and margins. Micron Technology (MU) Soars 10% on Stellar Earnings and Record 2026 Outlook
• Positive Sentiment: MarketBeat deep dive — AI memory supercycle validated: analysis highlights >50% gross margins, data‑center revenue share >50%, aggressive $20B FY2026 CapEx (fast‑tracking Idaho fab) and HBM4 sampling — all signals of durable structural change from cyclical memory vendor to high‑margin AI supplier. Micron Just Changed the AI Cycle—and the Market Knows It
• Positive Sentiment: Analyst bullishness and price‑target uplifts: multiple outlets report fresh analyst upgrades and higher price targets (some headlines cite targets up to $500), reinforcing momentum and prompting institutional window‑dressing demand. Micron (MU) Receives $500 Target as AI Fuels DRAM and NAND Demand
• Positive Sentiment: HBM market structure supports price power: coverage pieces outline constrained HBM supply through 2026–2027, large price increases for HBM, and why Micron is positioned to gain share — a demand/supply dynamic that supports outsized revenue and margin expansion. 4 Memorable Ways to Play the HBM Market Boom
• Neutral Sentiment: Broader market tailwind: major U.S. indexes were rising (S&P near record), which helped momentum names like Micron as investors re‑risk into AI winners during a quiet year‑end tape. Dow Jones Today: Major Stock Indexes Rise for 4th Straight Session
• Negative Sentiment: Valuation/mean‑reversion risk: some commentators warn the rally may have overshot fundamentals in the short term and that high CapEx, execution risk on new fabs, or a future easing in HBM pricing could introduce downside if demand or execution falters. Micron: Rally Went Too Far, This Party Shouldn’t Last Forever

Institutional Trading of Micron Technology

Several large investors have recently made changes to their positions in MU. Orleans Capital Management Corp LA purchased a new position in Micron Technology in the second quarter worth $256,000. Cary Street Partners Financial LLC grew its holdings in shares of Micron Technology by 25.0% during the second quarter. Cary Street Partners Financial LLC now owns 26,132 shares of the semiconductor manufacturer’s stock valued at $3,221,000 after buying an additional 5,233 shares during the last quarter. Wealthspire Advisors LLC boosted its holdings in Micron Technology by 27.8% in the second quarter. Wealthspire Advisors LLC now owns 14,754 shares of the semiconductor manufacturer’s stock worth $1,818,000 after purchasing an additional 3,208 shares during the last quarter. KLP Kapitalforvaltning AS grew its position in shares of Micron Technology by 6.2% during the 2nd quarter. KLP Kapitalforvaltning AS now owns 403,105 shares of the semiconductor manufacturer’s stock valued at $49,683,000 after acquiring an additional 23,600 shares during the period. Finally, WealthBridge Capital Management LLC purchased a new stake in Micron Technology in the 2nd quarter worth $210,000. Institutional investors and hedge funds own 80.84% of the company’s stock.

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.