Crew Capital Management Ltd Takes Position in Micron Technology, Inc. $MU

Crew Capital Management Ltd bought a new position in shares of Micron Technology, Inc. (NASDAQ:MU) during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor bought 4,856 shares of the semiconductor manufacturer’s stock, valued at approximately $1,386,000.

A number of other hedge funds also recently modified their holdings of MU. Sunflower Bank N.A. lifted its position in Micron Technology by 2.1% during the fourth quarter. Sunflower Bank N.A. now owns 1,668 shares of the semiconductor manufacturer’s stock worth $476,000 after purchasing an additional 34 shares during the period. Rialto Wealth Management LLC increased its holdings in Micron Technology by 3.5% in the 4th quarter. Rialto Wealth Management LLC now owns 1,061 shares of the semiconductor manufacturer’s stock valued at $303,000 after buying an additional 36 shares during the period. Montecito Bank & Trust increased its holdings in Micron Technology by 0.7% in the 4th quarter. Montecito Bank & Trust now owns 5,487 shares of the semiconductor manufacturer’s stock valued at $1,566,000 after buying an additional 40 shares during the period. Leonard Rickey Investment Advisors P.L.L.C. raised its position in shares of Micron Technology by 0.3% in the 4th quarter. Leonard Rickey Investment Advisors P.L.L.C. now owns 13,831 shares of the semiconductor manufacturer’s stock valued at $3,947,000 after buying an additional 43 shares in the last quarter. Finally, Regent Peak Wealth Advisors LLC raised its position in shares of Micron Technology by 1.8% in the 4th quarter. Regent Peak Wealth Advisors LLC now owns 2,552 shares of the semiconductor manufacturer’s stock valued at $728,000 after buying an additional 45 shares in the last quarter. Institutional investors own 80.84% of the company’s stock.

Key Micron Technology News

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

• Positive Sentiment: Top Wall Street analyst calls MU a “Top Pick” and highlights multi‑year AI upside, helping lift investor confidence and spark buying interest. Top Analyst Calls Micron Stock (MU) a “Top Pick,” Sees Multi-Year AI Upside
• Positive Sentiment: Micron reported blockbuster fiscal Q2 results (record revenue) and strong guidance that underscore robust AI memory demand and margin expansion — a tangible earnings catalyst supporting higher share prices. Micron: The Selloff Didn’t Break The Setup
• Positive Sentiment: Analysts and trade write‑ups point to tight HBM (high‑bandwidth memory) supply and rising pricing power from AI data center demand — a structural revenue tailwind that investors are rewarding. Up 15%+ in Q1: 2 AI Stocks Still Flashing “Strong Buy” for Q2
• Positive Sentiment: Heavy intraday buying pushed Micron toward a large one‑day market‑cap gain, signalling broad, momentum‑driven flows into the name. Micron’s stock is seeing its biggest gain in a year, en route to a record market-cap boost
• Neutral Sentiment: Micron completed cash tender offers for certain senior notes (debt retirements), a capital‑structure action that reduces leverage but has limited immediate earnings impact. Micron Announces the Expiration of the Cash Tender Offers
• Neutral Sentiment: Citi trimmed its price target (from $510 to $425) but kept a Buy rating — a mixed signal that can temper upside while leaving institutional endorsement intact. Wall Street Tells Investors Its Less Excited About Micron Stock
• Negative Sentiment: Some analysts warn that elevated 2026–2027 capex guidance could compress free cash flow despite booming revenue, creating valuation and timing risks for returns to investors. Micron: Great Businesses Can Be Bad Trades (Rating Downgrade)
• Negative Sentiment: Concerns about AI memory‑efficiency tools (e.g., Google’s TurboQuant / DeepSeek variants) sparked a prior sell‑off and remain a headline risk if they materially reduce memory demand forecasts. Does Google’s New TurboQuant Technology Mean the Party’s Over for Micron?

Insider Transactions at Micron Technology

In related news, EVP Manish H. Bhatia sold 26,623 shares of the firm’s stock in a transaction on Thursday, January 22nd. The stock was sold at an average price of $391.04, for a total transaction of $10,410,657.92. Following the sale, the executive vice president owned 323,486 shares of the company’s stock, valued at $126,495,965.44. This trade represents a 7.60% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, EVP Sumit Sadana sold 25,000 shares of the business’s stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $429.89, for a total value of $10,747,250.00. Following 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. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have purchased 23,200 shares of company stock valued at $7,821,723 and have sold 53,623 shares valued at $21,832,908. Insiders own 0.24% of the company’s stock.

Micron Technology Price Performance

Shares of NASDAQ:MU opened at $367.85 on Thursday. The company has a market cap of $414.84 billion, a price-to-earnings ratio of 17.37 and a beta of 1.60. The company has a debt-to-equity ratio of 0.13, a current ratio of 2.90 and a quick ratio of 2.32. The firm has a 50 day simple moving average of $404.40 and a 200 day simple moving average of $297.01. Micron Technology, Inc. has a one year low of $61.54 and a one year high of $471.34.

Micron Technology Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, April 15th. Stockholders of record on Monday, March 30th will be paid a $0.15 dividend. This represents a $0.60 dividend on an annualized basis and a dividend yield of 0.2%. The ex-dividend date is Monday, March 30th. This is a positive change from Micron Technology’s previous quarterly dividend of $0.12. Micron Technology’s dividend payout ratio is currently 2.83%.

Wall Street Analyst Weigh In

Several analysts recently issued reports on the stock. Citigroup reduced their price target on shares of Micron Technology from $510.00 to $425.00 and set a “buy” rating on the stock in a research report on Tuesday. UBS Group boosted their price objective on shares of Micron Technology from $475.00 to $510.00 and gave the company a “buy” rating in a research report on Thursday, March 19th. Cantor Fitzgerald upped their target price on Micron Technology from $450.00 to $700.00 and gave the stock an “overweight” rating in a research note on Thursday, March 19th. HSBC lifted their price target on Micron Technology from $350.00 to $500.00 and gave the company a “buy” rating in a research note on Friday, January 23rd. Finally, Itau BBA Securities reissued an “outperform” rating on shares of Micron Technology in a report on Thursday, December 18th. Five research analysts have rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Buy” and an average price target of $463.71.

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.