Three Magnolias Financial Advisors LLC Acquires New Holdings in Micron Technology, Inc. $MU

Three Magnolias Financial Advisors LLC bought a new stake in Micron Technology, Inc. (NASDAQ:MU) during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund bought 674 shares of the semiconductor manufacturer’s stock, valued at approximately $228,000.

A number of other large investors have also added to or reduced their stakes in the company. Norges Bank bought a new stake in shares of Micron Technology in the 4th quarter valued at about $6,433,456,000. AQR Capital Management LLC grew its position in shares of Micron Technology by 411.9% in the 3rd quarter. AQR Capital Management LLC now owns 3,627,022 shares of the semiconductor manufacturer’s stock worth $606,873,000 after buying an additional 2,918,535 shares during the last quarter. Arrowstreet Capital Limited Partnership raised its stake in shares of Micron Technology by 1,340.6% during the 4th quarter. Arrowstreet Capital Limited Partnership now owns 2,820,986 shares of the semiconductor manufacturer’s stock worth $805,148,000 after acquiring an additional 2,625,169 shares in the last quarter. Amundi raised its stake in shares of Micron Technology by 65.0% during the 4th quarter. Amundi now owns 4,989,400 shares of the semiconductor manufacturer’s stock worth $1,424,025,000 after acquiring an additional 1,965,319 shares in the last quarter. Finally, Vanguard Group Inc. lifted its position in Micron Technology by 1.9% during the fourth quarter. Vanguard Group Inc. now owns 106,608,094 shares of the semiconductor manufacturer’s stock valued at $30,427,016,000 after acquiring an additional 1,954,644 shares during the last quarter. 80.84% of the stock is currently owned by institutional investors.

Insider Transactions at Micron Technology

In related news, EVP Sumit Sadana sold 24,000 shares of the business’s stock in a transaction that occurred on Friday, April 10th. The stock was sold at an average price of $421.35, for a total transaction of $10,112,400.00. Following the completion of the sale, the executive vice president directly owned 224,021 shares in the company, valued at approximately $94,391,248.35. The trade was a 9.68% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Steven J. Gomo sold 2,000 shares of the stock in a transaction on Monday, May 11th. The shares were sold at an average price of $787.03, for a total value of $1,574,060.00. Following the completion of the transaction, the director directly owned 17,139 shares of the company’s stock, valued at approximately $13,488,907.17. This represents a 10.45% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 146,000 shares of company stock worth $85,486,715. 0.24% of the stock is owned by insiders.

Micron Technology Price Performance

Micron Technology stock opened at $1,132.33 on Monday. The company has a quick ratio of 2.98, a current ratio of 3.42 and a debt-to-equity ratio of 0.05. The business’s 50-day moving average price is $817.22 and its 200 day moving average price is $526.61. Micron Technology, Inc. has a 52 week low of $103.38 and a 52 week high of $1,255.00. The firm has a market cap of $1.28 trillion, a price-to-earnings ratio of 25.64 and a beta of 2.15.

Micron Technology (NASDAQ:MU) last issued its quarterly earnings results on Wednesday, June 24th. The semiconductor manufacturer reported $25.11 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $21.39 by $3.72. The company had revenue of $41.46 billion for the quarter, compared to the consensus estimate of $35.91 billion. Micron Technology had a return on equity of 71.13% and a net margin of 55.91%.Micron Technology’s revenue for the quarter was up 345.8% on a year-over-year basis. During the same quarter in the prior year, the business posted $1.91 earnings per share. Micron Technology has set its Q4 2026 guidance at 30.000-32.000 EPS. As a group, sell-side analysts anticipate that Micron Technology, Inc. will post 61.55 earnings per share for the current year.

Micron Technology Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, July 21st. Shareholders of record on Monday, July 6th will be issued a dividend of $0.15 per share. The ex-dividend date of this dividend is Monday, July 6th. This represents a $0.60 dividend on an annualized basis and a dividend yield of 0.1%. Micron Technology’s dividend payout ratio is presently 1.36%.

Key Stories Impacting Micron Technology

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

• Positive Sentiment: Analysts turned more bullish after Micron’s blowout earnings and strong AI-memory demand, with multiple firms raising price targets and saying the company’s long-term customer agreements improve revenue visibility. Micron and Qualcomm forecasts ignite $400 billion AI chip stock rally
• Positive Sentiment: Micron’s results showed surging revenue, record margins, and management commentary that AI-driven memory shortages could persist for years, reinforcing the bull case for continued pricing power. Micron stock jumps over 16% in premarket trading after blockbuster earnings
• Positive Sentiment: New articles also argue Micron is a key beneficiary of the AI memory boom and may still have room to run because demand is outpacing supply across data centers and AI infrastructure. Micron + One Explosive AI Memory Stock to Buy Before H2 2026
• Neutral Sentiment: Some coverage says investors are reassessing Micron after a huge rally, with a few commentators warning the stock could already be pricing in peak-cycle profits. Micron Was Yesterday’s Win — Here’s How to Find Tomorrow’s
• Negative Sentiment: Micron is also being pressured by a broader tech and chip selloff, with traders taking profits after the post-earnings surge and global semiconductor stocks coming under pressure. Micron falls 5% in premarket, paring earlier gains amid tech rout

Analyst Upgrades and Downgrades

Several research firms have issued reports on MU. Citigroup lifted their price target on shares of Micron Technology from $1,200.00 to $1,400.00 and gave the stock a “buy” rating in a report on Thursday. Morgan Stanley increased their price objective on Micron Technology from $1,050.00 to $1,200.00 and gave the company an “overweight” rating in a report on Thursday. Wells Fargo & Company raised their price objective on Micron Technology from $1,220.00 to $1,525.00 and gave the stock an “overweight” rating in a research report on Thursday. Melius Research initiated coverage on Micron Technology in a research note on Monday, April 27th. They set a “buy” rating and a $700.00 target price on the stock. Finally, Erste Group Bank raised Micron Technology from a “hold” rating to a “buy” rating in a research report on Thursday. Five equities research analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and three have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, Micron Technology currently has a consensus rating of “Buy” and an average target price of $1,263.76.

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.