Creekmur Asset Management LLC Lowers Position in Micron Technology, Inc. $MU

Creekmur Asset Management LLC cut its position in shares of Micron Technology, Inc. (NASDAQ:MU) by 25.3% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 6,811 shares of the semiconductor manufacturer’s stock after selling 2,302 shares during the quarter. Creekmur Asset Management LLC’s holdings in Micron Technology were worth $1,140,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also added to or reduced their stakes in the company. APG Asset Management N.V. boosted its holdings in shares of Micron Technology by 1.8% during the 3rd quarter. APG Asset Management N.V. now owns 677,238 shares of the semiconductor manufacturer’s stock valued at $113,315,000 after buying an additional 11,700 shares in the last quarter. Aprio Wealth Management LLC increased its stake in shares of Micron Technology by 20.8% in the 3rd quarter. Aprio Wealth Management LLC now owns 2,914 shares of the semiconductor manufacturer’s stock worth $488,000 after acquiring an additional 502 shares in the last quarter. Trivium Point Advisory LLC lifted its position in Micron Technology by 99.0% during the 3rd quarter. Trivium Point Advisory LLC now owns 41,446 shares of the semiconductor manufacturer’s stock valued at $6,935,000 after acquiring an additional 20,622 shares during the period. Landing Point Financial Group LLC bought a new stake in Micron Technology during the third quarter worth about $218,000. Finally, American Century Companies Inc. boosted its stake in Micron Technology by 61.8% during the third quarter. American Century Companies Inc. now owns 1,300,730 shares of the semiconductor manufacturer’s stock worth $217,638,000 after acquiring an additional 496,942 shares in the last quarter. Institutional investors own 80.84% of the company’s stock.

Micron Technology Stock Performance

MU stock opened at $412.37 on Friday. The stock’s 50 day simple moving average is $369.00 and its 200 day simple moving average is $253.14. The company has a current ratio of 2.46, a quick ratio of 1.78 and a debt-to-equity ratio of 0.19. Micron Technology, Inc. has a 12-month low of $61.54 and a 12-month high of $455.50. The stock has a market capitalization of $464.13 billion, a PE ratio of 39.20 and a beta of 1.52.

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

Micron Technology Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, January 14th. Shareholders of record on Monday, December 29th were given a $0.115 dividend. The ex-dividend date of this dividend was Monday, December 29th. This represents a $0.46 dividend on an annualized basis and a yield of 0.1%. Micron Technology’s payout ratio is 4.37%.

Insider Buying and Selling at Micron Technology

In related news, Director Teyin M. Liu acquired 11,600 shares of the stock in a transaction that occurred on Tuesday, January 13th. The shares were bought at an average price of $337.07 per share, for a total transaction of $3,910,012.00. Following the completion of the transaction, the director directly owned 14,310 shares in the company, valued at approximately $4,823,471.70. This trade represents a 428.04% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Sumit Sadana sold 25,000 shares of the firm’s stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $429.89, for a total transaction of $10,747,250.00. Following the completion of the sale, the executive vice president owned 248,021 shares in the company, valued at $106,621,747.69. This represents a 9.16% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders have purchased 23,200 shares of company stock worth $7,821,723 and have sold 73,623 shares worth $27,307,408. 0.24% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

A number of equities analysts have weighed in on the stock. Phillip Securities raised shares of Micron Technology to a “strong-buy” rating in a research note on Monday, February 2nd. Stifel Nicolaus upped their price target on Micron Technology from $300.00 to $360.00 and gave the stock a “buy” rating in a research note on Tuesday, January 20th. Needham & Company LLC raised their price objective on Micron Technology from $380.00 to $450.00 and gave the company a “buy” rating in a research report on Tuesday, February 17th. Susquehanna lifted their price objective 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, William Blair initiated coverage on Micron Technology in a report on Thursday, January 22nd. They issued an “outperform” rating on the stock. Six equities research analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and three have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Buy” and an average target price of $358.38.

Key Stories Impacting Micron Technology

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

• Positive Sentiment: S&P upgraded Micron to BBB, citing stronger margins and cash flow tied to AI-driven memory demand — a credit boost that reduces financial risk and supports capacity spending. Micron Technology Upgraded to BBB by S&P on AI-Driven Growth
• Positive Sentiment: Micron outlined an aggressive U.S. capacity build (up to US$200B through 2030) and says next‑gen HBM4 shipments are ahead of schedule with 2026 HBM output already allocated — evidence demand for AI memory remains strong and supports future revenue. Micron’s US$200b AI Memory Bet Puts Growth And Cycles In Focus
• Positive Sentiment: Several analyst and feature pieces argue Micron remains underweighted versus its AI-driven fundamentals despite a 250–300% rally, highlighting structural HBM/DRAM tightness and continued upside potential. Why Micron (MU) Remains Undervalued Despite a 300% Rally
• Neutral Sentiment: Comparisons with peers (SanDisk, others) and analyst coverage are intensifying — competition and product mix (NAND vs HBM/DRAM) will shape relative upside. SanDisk vs. Micron: Which AI Memory Stock Offers More Upside?
• Neutral Sentiment: Social‑media chatter (WallStreetBets) and general market noise are mixed/soft, which can amplify short‑term swings but doesn’t change fundamentals. Social Buzz: Wallstreetbets Stocks Mostly Lower Pre-bell Friday; Netflix to Advance, Duolingo to Decline
• Negative Sentiment: Technical and valuation risks: several commentators flag that MU is overextended after its run and a short-term pause/pullback is possible — investors may be locking in gains. Micron Technology (MU) Price Forecast: Rally Stalls Near Record Highs
• Negative Sentiment: Some cautionary pieces question whether Wall Street optimism is fully justified, highlighting the risk of crowded positioning and valuation compression if memory cycles normalize. Is It Worth Investing in Micron (MU) Based on Wall Street’s Bullish Views?

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.