1,083 Shares in Micron Technology, Inc. $MU Acquired by Peachtree Investment Partners LLC

Peachtree Investment Partners LLC bought a new position in Micron Technology, Inc. (NASDAQ:MU) in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund bought 1,083 shares of the semiconductor manufacturer’s stock, valued at approximately $1,250,000.

Several other institutional investors also recently bought and sold shares of the business. Tulsa Wealth Advisors INC purchased a new position in shares of Micron Technology during the 2nd quarter worth $433,000. Johnson Wealth Management LLC purchased a new stake in shares of Micron Technology in the second quarter valued at $611,000. Heritage Trust Co grew its position in shares of Micron Technology by 2.7% in the second quarter. Heritage Trust Co now owns 14,069 shares of the semiconductor manufacturer’s stock valued at $16,240,000 after purchasing an additional 367 shares during the period. Gould Asset Management LLC CA acquired a new position in Micron Technology in the second quarter valued at $317,000. Finally, Barden Capital Management Inc. acquired a new position in Micron Technology in the second quarter valued at $748,000. 80.84% of the stock is currently owned by institutional investors and hedge funds.

Micron Technology Stock Down 0.3%

Shares of NASDAQ:MU opened at $935.74 on Friday. The stock has a 50-day simple moving average of $955.65 and a 200-day simple moving average of $713.18. The stock has a market capitalization of $1.06 trillion, a P/E ratio of 21.18 and a beta of 2.18. Micron Technology, Inc. has a 1 year low of $114.25 and a 1 year high of $1,255.00. 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 posted its quarterly earnings results on Wednesday, June 24th. The semiconductor manufacturer reported $25.11 EPS for the quarter, beating the consensus estimate of $21.39 by $3.72. Micron Technology had a net margin of 55.91% and a return on equity of 71.13%. The firm had revenue of $41.46 billion for the quarter, compared to analyst estimates of $35.91 billion. During the same quarter last year, the firm posted $1.91 earnings per share. Micron Technology’s revenue for the quarter was up 345.8% compared to the same quarter last year. Micron Technology has set its Q4 2026 guidance at 30.000-32.000 EPS. Equities analysts forecast that Micron Technology, Inc. will post 72.93 earnings per share for the current year.

Micron Technology Dividend Announcement

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

Insider Activity

In other Micron Technology news, EVP April S. Arnzen sold 40,000 shares of the business’s stock in a transaction dated Wednesday, July 1st. The stock was sold at an average price of $1,083.94, for a total transaction of $43,357,600.00. Following the transaction, the executive vice president owned 85,737 shares in the company, valued at $92,933,763.78. The trade was a 31.81% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director Lynn A. Dugle sold 1,300 shares of the stock in a transaction dated Tuesday, June 30th. The shares were sold at an average price of $1,150.43, for a total value of $1,495,559.00. Following the completion of the sale, the director owned 17,728 shares of the company’s stock, valued at approximately $20,394,823.04. This trade represents a 6.83% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 177,179 shares of company stock worth $182,127,955 in the last quarter. Insiders own 0.24% of the company’s stock.

Micron Technology News Roundup

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

• Positive Sentiment: Nvidia said memory availability has become a key constraint on AI expansion and indicated it is willing to pay higher prices. The comments support demand, pricing power and margins for Micron’s DRAM and high-bandwidth memory products. Nvidia’s reported memory-related purchase commitments reportedly more than doubled to $279 billion. Nvidia Says Memory Is a Key Constraint
• Positive Sentiment: President Donald Trump praised Micron’s planned $10 billion investment in U.S. research laboratories, saying it should strengthen America’s position in AI and advanced computing. The announcement reinforces potential strategic and government support for Micron’s domestic expansion. Trump Hails Micron’s U.S. Research Investment
• Positive Sentiment: Recent results remain a major fundamental support: Micron reported $41.46 billion in quarterly revenue and $25.11 in EPS, far exceeding estimates, with revenue up 345.8% year over year. Commentary also highlighted an 84.9% non-GAAP gross margin, surpassing Nvidia’s reported adjusted margin. Micron’s Gross Margin Beat Nvidia’s
• Neutral Sentiment: Micron appointed Manish Bhatia as president and chief operating officer and Scott DeBoer as president and chief technology and products officer. The changes are intended to improve execution during the AI memory expansion but are unlikely to materially alter near-term results. Micron will report fiscal fourth-quarter results on September 30. Micron Announces Leadership Appointments
• Negative Sentiment: Investors appear to be locking in gains after Micron’s powerful rally, while Nvidia’s disclosures raised concerns that memory scarcity could restrict AI hardware deliveries rather than simply boost Micron sales. Potential U.S. chip tariffs and a broader debate over interest rates add to uncertainty. Why Is Micron Stock Falling?
• Negative Sentiment: Competitive risks persist from Chinese memory producer YMTC, while Micron CEO Sanjay Mehrotra’s sale of 40,000 shares for approximately $38.8 million may weigh on sentiment, although insider sales do not necessarily indicate a change in business outlook. Micron CEO Share Sale

Analyst Upgrades and Downgrades

A number of analysts have issued reports on the company. Bank of America raised their price target on Micron Technology from $950.00 to $1,500.00 and gave the stock a “buy” rating in a research note on Tuesday, June 23rd. Wedbush increased their price objective on shares of Micron Technology from $1,300.00 to $1,400.00 and gave the stock an “outperform” rating in a report on Thursday, June 25th. TD Cowen restated a “buy” rating on shares of Micron Technology in a report on Friday, July 10th. The Goldman Sachs Group upped their price target on shares of Micron Technology from $900.00 to $1,100.00 and gave the stock a “neutral” rating in a research report on Thursday, June 25th. Finally, Wells Fargo & Company increased their price target on shares of Micron Technology from $1,220.00 to $1,525.00 and gave the stock an “overweight” rating in a research note on Thursday, June 25th. Four equities research analysts have rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat.com, Micron Technology currently has a consensus rating of “Buy” and an average price target of $1,295.63.

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.