National Wealth Management Group LLC Lowers Holdings in Micron Technology, Inc. $MU

National Wealth Management Group LLC trimmed its position in Micron Technology, Inc. (NASDAQ:MU) by 52.0% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 2,714 shares of the semiconductor manufacturer’s stock after selling 2,940 shares during the quarter. National Wealth Management Group LLC’s holdings in Micron Technology were worth $454,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the business. Vanguard Group Inc. boosted its stake in shares of Micron Technology by 1.9% in the second quarter. Vanguard Group Inc. now owns 103,879,662 shares of the semiconductor manufacturer’s stock valued at $12,803,168,000 after purchasing an additional 1,973,294 shares during the period. State Street Corp boosted its position in Micron Technology by 2.7% in the 2nd quarter. State Street Corp now owns 51,373,591 shares of the semiconductor manufacturer’s stock valued at $6,331,795,000 after buying an additional 1,349,713 shares during the last quarter. Geode Capital Management LLC grew its stake in shares of Micron Technology by 1.2% during the second quarter. Geode Capital Management LLC now owns 25,690,491 shares of the semiconductor manufacturer’s stock valued at $3,152,974,000 after acquiring an additional 314,489 shares in the last quarter. Norges Bank acquired a new stake in shares of Micron Technology during the second quarter valued at about $1,980,700,000. Finally, Invesco Ltd. increased its position in shares of Micron Technology by 3.2% during the second quarter. Invesco Ltd. now owns 8,913,450 shares of the semiconductor manufacturer’s stock worth $1,098,583,000 after acquiring an additional 277,507 shares during the last quarter. Institutional investors and hedge funds own 80.84% of the company’s stock.

Analyst Ratings Changes

Several equities research analysts have issued reports on the company. Wedbush set a $320.00 price objective on Micron Technology in a report on Thursday, December 18th. UBS Group raised their price objective on shares of Micron Technology from $300.00 to $400.00 and gave the stock a “buy” rating in a report on Wednesday, January 7th. Wolfe Research lifted their price objective on shares of Micron Technology from $300.00 to $350.00 and gave the stock an “outperform” rating in a report on Thursday, December 18th. Susquehanna raised their target price on Micron Technology from $200.00 to $300.00 and gave the company a “positive” rating in a research note on Monday, December 8th. Finally, Royal Bank Of Canada began coverage on shares of Micron Technology in a research note on Thursday, January 15th. They issued an “outperform” rating and a $425.00 price target on the stock. Four research analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Buy” and an average target price of $346.66.

More Micron Technology News

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

• Positive Sentiment: Micron announced a roughly $24 billion, 10-year investment to build an advanced wafer fab in Singapore to boost NAND output and support AI-driven demand; this signals long-term revenue and capacity commitment, though production won’t start until 2H 2028. Micron plans $24-billion memory chipmaking plant in Singapore
• Positive Sentiment: Wall Street and independent analysts are lifting coverage and targets (e.g., William Blair initiated “Outperform”), reflecting confidence Micron will capture AI-related HBM and NAND pricing power and profit expansion. Micron (MU) Draws Outperform Initiation on AI Memory Tailwinds
• Positive Sentiment: Ongoing tight memory supply and AI-driven demand continue to support pricing and order visibility for Micron’s HBM/NAND products — a key underpinning for the recent multi-week rally. Micron to Plow $24 Billion Into Singapore AI Chip Plant. It’s Wary of a Supply Glut.
• Neutral Sentiment: Market momentum and analyst chatter are driving short-term flows; brokers’ upgrades can amplify moves but are not a guarantee of sustained gains — monitor fresh rating changes and guidance. Brokers Suggest Investing in Micron (MU)
• Neutral Sentiment: Chinese supplier Shenzhen China Micro Semicon raised prices 15–50% for certain chips, signaling broader industry cost/price dynamics — this may help pricing generally but is not a direct Micron development. China Micron Semicon raises chip prices by up to 50%
• Negative Sentiment: Competition risk: reports that Samsung is qualifying/mass-producing next‑gen HBM4 for Nvidia could take share and pricing leverage away from Micron in the near term, pressuring sentiment. Micron Technology Stock Slips on Nvidia-Samsung Supply Deal
• Negative Sentiment: Insider activity is mixed: a director purchased shares (bullish signal) but EVP Manish Bhatia sold ~26,600 shares (~7.6% reduction of his position), which some investors view as modestly negative or simply personal liquidity. SEC Filing: Insider Sale (Manish H. Bhatia)
• Negative Sentiment: Short-term pullback/profit-taking: MU ran a multi‑session rally (+~20% over a week) and some intraday weakness looks like investors locking gains rather than a shift in the long-term thesis. Micron dips after a six-session rally

Insider Buying and Selling

In other news, CAO Scott R. Allen sold 2,000 shares of the company’s stock in a transaction that occurred on Tuesday, January 6th. The shares were sold at an average price of $337.50, for a total value of $675,000.00. Following the completion of the transaction, the chief accounting officer owned 38,237 shares in the company, valued at $12,904,987.50. This represents a 4.97% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP April S. Arnzen sold 15,000 shares of the 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 sale, the executive vice president directly owned 165,618 shares of the company’s stock, valued at $45,891,091.62. This represents a 8.30% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 209,623 shares of company stock worth $53,066,945. 0.24% of the stock is currently owned by company insiders.

Micron Technology Trading Down 2.6%

Shares of NASDAQ:MU opened at $389.09 on Tuesday. 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 stock has a market capitalization of $437.92 billion, a PE ratio of 36.99 and a beta of 1.50. The firm has a fifty day moving average price of $284.66 and a 200 day moving average price of $203.84. Micron Technology, Inc. has a 1 year low of $61.54 and a 1 year high of $412.43.

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

Micron Technology Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, January 14th. Shareholders of record on Monday, December 29th were issued a dividend of $0.115 per share. The ex-dividend date of this dividend was Monday, December 29th. This represents a $0.46 annualized dividend and a yield of 0.1%. Micron Technology’s dividend payout ratio is currently 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.