Micron Technology, Inc. $MU Shares Purchased by Premier Path Wealth Partners LLC

Premier Path Wealth Partners LLC increased its holdings in Micron Technology, Inc. (NASDAQ:MU) by 9.6% in the 2nd quarter, according to its most recent disclosure with the SEC. The firm owned 6,593 shares of the semiconductor manufacturer’s stock after acquiring an additional 576 shares during the period. Micron Technology makes up about 0.9% of Premier Path Wealth Partners LLC’s holdings, making the stock its 29th largest holding. Premier Path Wealth Partners LLC’s holdings in Micron Technology were worth $7,610,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. High Note Wealth LLC lifted its stake in shares of Micron Technology by 65.4% in the 4th quarter. High Note Wealth LLC now owns 86 shares of the semiconductor manufacturer’s stock valued at $25,000 after purchasing an additional 34 shares during the last quarter. Kohmann Bosshard Financial Services LLC acquired a new stake in shares of Micron Technology during the 1st quarter worth about $27,000. Bayban purchased a new stake in Micron Technology in the 4th quarter valued at about $29,000. WealthCollab LLC raised its holdings in Micron Technology by 4,500.0% in the 2nd quarter. WealthCollab LLC now owns 276 shares of the semiconductor manufacturer’s stock valued at $34,000 after buying an additional 270 shares during the period. Finally, Financial Life Planners acquired a new position in Micron Technology in the first quarter valued at about $36,000. Institutional investors and hedge funds own 80.84% of the company’s stock.

Micron Technology News Roundup

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

• Positive Sentiment: AI demand and supply constraints remain major tailwinds. Oracle’s strong cloud-infrastructure growth reinforced expectations for continued data-center AI spending, while limited DRAM and high-bandwidth memory supply could support Micron’s pricing and margins. Micron Stock Rises as This Key Number From Oracle Boosts AI Trade
• Positive Sentiment: Long-term customer agreements may reduce earnings volatility. Micron’s strategic contracts reportedly cover substantial memory volumes through 2030, with pricing protections that improve revenue visibility and could make the company less exposed to the traditional boom-and-bust memory cycle. Micron Bets on Long-Term SCA Deals
• Positive Sentiment: Analysts remain constructive ahead of fiscal fourth-quarter results. Bullish commentary points to persistent shortages, rising HBM4 demand and potentially strong revenue and gross-margin guidance at the September 30 earnings report. Micron’s Q4 Might Change the Game
• Neutral Sentiment: Employee rewards highlight both strong profitability and rising costs. Taiwan-based direct labor employees are slated to receive fiscal 2026 rewards equivalent to 35–68 months of pay. The payouts recognize exceptional results but may increase expense pressure, while unions representing about 10,000 workers continue to threaten industrial action. Micron’s Taiwan Workers to Get Rewards Worth Up to 68 Months of Pay
• Negative Sentiment: Valuation and execution expectations are unusually high. Despite record guidance and worsening shortages, investors appear concerned that much of the AI-memory upside is already reflected in MU’s valuation. Any moderation in memory pricing or results that merely meet expectations could trigger profit-taking. Micron’s 662% Rally Created a Problem Wall Street Cannot Ignore
• Negative Sentiment: Competitive and macroeconomic risks are weighing on sentiment. Intel-backed startup Kepler Computing is targeting the memory-chip market, raising concerns about future pricing power. Separately, higher oil prices, inflation worries and interest-rate pressure have hurt high-beta technology stocks. Micron Stock Slips as Intel-Backed Start-up Takes Aim at Memory-Chip Market

Micron Technology Stock Down 0.2%

Shares of NASDAQ:MU opened at $975.26 on Friday. The firm has a market capitalization of $1.10 trillion, a PE ratio of 22.08, a price-to-earnings-growth ratio of 0.62 and a beta of 2.22. Micron Technology, Inc. has a 1 year low of $153.21 and a 1 year high of $1,255.00. The company has a debt-to-equity ratio of 0.05, a current ratio of 3.42 and a quick ratio of 2.98. The firm’s 50-day moving average is $929.44 and its two-hundred day moving average is $754.92.

Micron Technology (NASDAQ:MU) last announced its quarterly earnings data on Wednesday, June 24th. The semiconductor manufacturer reported $25.11 earnings per share for the quarter, beating analysts’ consensus estimates 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 during the quarter, compared to analysts’ expectations of $35.91 billion. During the same quarter in the previous year, the business posted $1.91 earnings per share. The business’s quarterly revenue 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. Analysts predict that Micron Technology, Inc. will post 72.93 EPS for the current year.

Micron Technology Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Tuesday, July 21st. Shareholders of record on Monday, July 6th were paid a $0.15 dividend. 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 1.36%.

Insiders Place Their Bets

In other news, CAO Scott Allen sold 879 shares of the company’s stock in a transaction on Thursday, July 23rd. The stock was sold at an average price of $1,000.00, for a total transaction of $879,000.00. Following the sale, the chief accounting officer owned 34,958 shares of the company’s stock, valued at approximately $34,958,000. This represents a 2.45% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Sumit Sadana sold 15,000 shares of the stock in a transaction on Tuesday, August 18th. The shares were sold at an average price of $934.29, for a total value of $14,014,350.00. Following the completion of the sale, the executive vice president owned 191,021 shares in the company, valued at approximately $178,469,010.09. The trade was a 7.28% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 177,204 shares of company stock valued at $182,156,264. Corporate insiders own 0.24% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts have weighed in on MU shares. BMO Capital Markets assumed coverage on shares of Micron Technology in a research note on Friday, August 21st. They set an “outperform” rating and a $1,300.00 target price for the company. Susquehanna boosted 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 note on Thursday, June 25th. Wells Fargo & Company upped their price objective on shares of Micron Technology from $1,220.00 to $1,525.00 and gave the stock an “overweight” rating in a report on Thursday, June 25th. Mizuho dropped their target price on shares of Micron Technology from $1,375.00 to $1,300.00 and set an “outperform” rating for the company in a report on Tuesday, August 25th. Finally, DA Davidson boosted their target price on Micron Technology from $1,500.00 to $2,000.00 and gave the company a “buy” rating in a research report on Thursday, June 25th. Four equities 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 company. According to data from MarketBeat, the company presently has an average rating of “Buy” and an average target price of $1,295.63.

About Micron Technology

Micron Technology, Inc is a global semiconductor company that designs, develops, manufactures and sells memory and storage solutions. Its product portfolio includes dynamic random-access memory (DRAM), NAND flash memory, NOR flash memory, solid-state drives, memory modules and high-bandwidth memory used in data-intensive computing applications.

Micron’s products support a range of markets, including data centers, artificial intelligence and high-performance computing, personal computers, smartphones, automotive systems, industrial equipment and networking devices.