784 Shares in Micron Technology, Inc. $MU Acquired by SSI Investment Management LLC

SSI Investment Management LLC bought a new position in Micron Technology, Inc. (NASDAQ:MU) in the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 784 shares of the semiconductor manufacturer’s stock, valued at approximately $905,000.

A number of other institutional investors and hedge funds have also recently modified their holdings of the business. Heritage Trust Co boosted its position in shares of Micron Technology by 9.7% during the 4th quarter. Heritage Trust Co now owns 15,026 shares of the semiconductor manufacturer’s stock worth $4,289,000 after purchasing an additional 1,323 shares in the last quarter. Castleark Management LLC bought a new stake in Micron Technology in the 1st quarter valued at about $3,709,000. Legacy Wealth Management LLC MS raised its stake in Micron Technology by 73.3% during the 2nd quarter. Legacy Wealth Management LLC MS now owns 3,544 shares of the semiconductor manufacturer’s stock worth $4,091,000 after buying an additional 1,499 shares during the period. Oppenheimer & Co. Inc. raised its stake in Micron Technology by 16.0% during the 2nd quarter. Oppenheimer & Co. Inc. now owns 48,520 shares of the semiconductor manufacturer’s stock worth $56,006,000 after buying an additional 6,702 shares during the period. Finally, Financial Synergies Wealth Advisors Inc. bought a new position in Micron Technology in the fourth quarter worth approximately $1,316,000. 80.84% of the stock is currently owned by institutional investors.

Micron Technology Price Performance

Shares of NASDAQ:MU opened at $932.86 on Monday. The business’s 50 day moving average is $951.63 and its 200 day moving average is $717.04. Micron Technology, Inc. has a 12-month low of $114.25 and a 12-month high of $1,255.00. The stock has a market cap of $1.05 trillion, a price-to-earnings ratio of 21.12 and a beta of 2.18. The company has a quick ratio of 2.98, a current ratio of 3.42 and a debt-to-equity ratio of 0.05.

Micron Technology (NASDAQ:MU) last released its quarterly earnings results on Wednesday, June 24th. The semiconductor manufacturer reported $25.11 EPS for the quarter, beating analysts’ consensus estimates 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%.Micron Technology’s quarterly revenue was up 345.8% compared to the same quarter last year. During the same period in the prior year, the firm posted $1.91 EPS. Micron Technology has set its Q4 2026 guidance at 30.000-32.000 EPS. On average, sell-side analysts forecast that Micron Technology, Inc. will post 72.93 earnings per share for the current fiscal year.

Micron Technology Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, July 21st. Investors of record on Monday, July 6th were given a dividend of $0.15 per share. This represents a $0.60 dividend on an annualized basis and a dividend yield of 0.1%. The ex-dividend date of this dividend was Monday, July 6th. Micron Technology’s dividend payout ratio (DPR) is presently 1.36%.

Wall Street Analysts Forecast Growth

A number of equities research analysts have commented on the company. Needham & Company LLC raised their price objective on Micron Technology from $1,550.00 to $1,650.00 and gave the company a “buy” rating in a research note on Thursday, June 25th. New Street Research upgraded Micron Technology from a “neutral” rating to a “buy” rating and set a $1,250.00 target price on the stock in a report on Friday, August 14th. Susquehanna lifted their price target on shares of Micron Technology from $1,750.00 to $2,000.00 and gave the company a “positive” rating in a research report on Thursday, June 25th. Wolfe Research set a $1,500.00 price target on shares of Micron Technology in a research note on Thursday, June 25th. Finally, Stifel Nicolaus boosted their price target on shares of Micron Technology from $550.00 to $1,500.00 and gave the company a “buy” rating in a research note on Thursday, June 18th. Four research analysts have rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Buy” and an average price target of $1,295.63.

Trending Headlines about Micron Technology

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

• Positive Sentiment: AI demand is tightening memory supply. CEO Sanjay Mehrotra said data-center customers want roughly 50% more memory than Micron can currently supply, while Nvidia identified memory availability as a key constraint on AI-system growth. That supports Micron’s pricing power and demand visibility. Micron CEO AI Shift Breaks Traditional Memory Market Cycles
• Positive Sentiment: Nvidia’s purchasing commitments reinforce the bullish outlook. Nvidia reportedly more than doubled memory-related supplier commitments to $279 billion, potentially benefiting Micron as a major supplier. Micron also has approximately $22 billion in strategic commitments, including contracts extending through 2030. Nvidia Just Validated Micron’s Biggest AI Bull Case
• Positive Sentiment: Expansion plans strengthen Micron’s long-term positioning. The company is investing $10 billion in U.S. research labs, launching a $250 million venture fund and expanding its workforce-training infrastructure. President Donald Trump’s praise of Micron as one of the world’s “hottest” companies adds political visibility to the investment. Why Micron Stock Didn’t Get a Leg Up From SK Hynix’s Memory Optimism
• Neutral Sentiment: Analysts and bullish commentators point to surging DRAM and NAND prices, record margins and the possibility that AI demand has made memory cycles less volatile. However, much of this optimism may already be reflected in Micron’s substantial previous gains.
• Negative Sentiment: Profit-taking and valuation concerns are weighing on the shares. Micron has rallied sharply, encouraging investors to lock in gains even after favorable Nvidia news. A softer technology-market backdrop and concerns about potential U.S. chip tariffs are adding pressure. Why Is Micron Stock Falling
• Negative Sentiment: Investors remain concerned that the memory supercycle will eventually become cyclical. Increased industry capacity or new competitors could eventually reduce pricing and margins, while current supply shortages may constrain Nvidia’s shipments in the near term. Micron Stock Has Surged 220 Percent

Insider Activity at Micron Technology

In other Micron Technology news, 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 in the company, valued at approximately $20,394,823.04. This trade represents a 6.83% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CEO Sanjay Mehrotra sold 40,000 shares of Micron Technology stock in a transaction that occurred on Friday, August 21st. The stock was sold at an average price of $968.90, for a total transaction of $38,756,000.00. Following the transaction, the chief executive officer directly owned 264,503 shares in the company, valued at approximately $256,276,956.70. This represents a 13.14% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 177,204 shares of company stock valued at $182,156,264 over the last three months. Insiders own 0.24% of the company’s stock.

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.