Micron Technology, Inc. $MU Holdings Increased by Moss Adams Wealth Advisors LLC

Moss Adams Wealth Advisors LLC lifted its stake in Micron Technology, Inc. (NASDAQ:MU) by 16.9% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 4,346 shares of the semiconductor manufacturer’s stock after acquiring an additional 627 shares during the period. Moss Adams Wealth Advisors LLC’s holdings in Micron Technology were worth $1,469,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also made changes to their positions in the stock. High Note Wealth LLC raised its holdings in Micron Technology by 65.4% during the fourth quarter. High Note Wealth LLC now owns 86 shares of the semiconductor manufacturer’s stock worth $25,000 after purchasing an additional 34 shares in the last quarter. Elevation Wealth Partners LLC boosted its stake in Micron Technology by 295.8% during the 4th quarter. Elevation Wealth Partners LLC now owns 95 shares of the semiconductor manufacturer’s stock valued at $27,000 after purchasing an additional 71 shares in the last quarter. Steigerwald Gordon & Koch Inc. boosted its stake in Micron Technology by 4,800.0% during the 4th quarter. Steigerwald Gordon & Koch Inc. now owns 98 shares of the semiconductor manufacturer’s stock valued at $28,000 after purchasing an additional 96 shares in the last quarter. Bayban acquired a new position in shares of Micron Technology during the 4th quarter valued at $29,000. Finally, Joseph Group Capital Management acquired a new position in shares of Micron Technology during the 4th quarter valued at $31,000. 80.84% of the stock is currently owned by institutional investors.

Micron Technology Price Performance

Shares of NASDAQ:MU opened at $1,145.28 on Tuesday. Micron Technology, Inc. has a one year low of $103.38 and a one year high of $1,255.00. The stock has a fifty day moving average of $830.98 and a 200-day moving average of $532.90. The company has a market capitalization of $1.29 trillion, a PE ratio of 25.93 and a beta of 2.15. The company has a debt-to-equity ratio of 0.05, a quick ratio of 2.98 and a current ratio of 3.42.

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

Micron Technology Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, July 21st. Investors of record on Monday, July 6th will be given a $0.15 dividend. The ex-dividend date 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 (DPR) is 1.36%.

Analyst Ratings Changes

A number of analysts have recently commented on MU shares. KeyCorp boosted their price objective on Micron Technology from $600.00 to $1,600.00 and gave the stock an “overweight” rating in a research note on Thursday. Royal Bank Of Canada raised their target price on Micron Technology from $1,200.00 to $1,500.00 and gave the company an “outperform” rating in a research note on Thursday. Summit Insights cut shares of Micron Technology from a “buy” rating to a “hold” rating in a research report on Thursday, March 19th. Cantor Fitzgerald reiterated an “overweight” rating and issued a $1,500.00 price target on shares of Micron Technology in a research report on Thursday, June 25th. Finally, TD Cowen upped their price target on shares of Micron Technology from $1,500.00 to $1,600.00 and gave the company a “buy” rating in a report on Thursday, June 25th. Five equities research analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat, the company has a consensus rating of “Buy” and a consensus price target of $1,263.76.

Insider Buying and Selling

In other Micron Technology news, CEO Sanjay Mehrotra sold 40,000 shares of the company’s stock in a transaction dated Friday, May 1st. The shares were sold at an average price of $536.26, for a total transaction of $21,450,400.00. Following the completion of the sale, the chief executive officer directly owned 424,503 shares of the company’s stock, valued at approximately $227,643,978.78. This represents a 8.61% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Steven J. Gomo sold 2,000 shares of the firm’s stock in a transaction dated Monday, May 11th. The stock was sold at an average price of $787.03, for a total transaction of $1,574,060.00. Following the completion of the transaction, the director owned 17,139 shares of the company’s stock, valued at approximately $13,488,907.17. The trade was a 10.45% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 146,000 shares of company stock worth $85,486,715. Company insiders own 0.24% of the company’s stock.

Key Headlines Impacting Micron Technology

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

• Positive Sentiment: Micron’s latest results and guidance continue to highlight strong AI memory demand, with analysts pointing to pricing strength, tight supply, and multi-year customer contracts that improve visibility. Article Title
• Positive Sentiment: Several firms have lifted price targets on MU after the earnings beat, reflecting expectations for continued earnings growth and a prolonged memory supercycle. Article Title
• Positive Sentiment: Commentary comparing Micron to “the new Nvidia” and calling it a top AI infrastructure stock is adding to bullish sentiment around the name. Article Title
• Neutral Sentiment: Micron is also being mentioned as part of broader AI leadership rotation and sector momentum, which keeps the stock in focus even as traders reassess where the next leg of the AI trade goes. Article Title
• Negative Sentiment: Shares are facing pressure from reports that OpenAI may delay its public debut, while a separate class-action lawsuit accusing Micron and peers of price gouging has also weighed on sentiment. Article Title
• Negative Sentiment: New semiconductor spending plans in South Korea from Samsung and SK Hynix are being viewed as a longer-term competitive threat, adding a reason for investors to question how durable Micron’s pricing power will be. Article Title

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.