Micron Technology, Inc. $MU Shares Sold by Curated Wealth Partners LLC

Curated Wealth Partners LLC lowered its position in shares of Micron Technology, Inc. (NASDAQ:MU) by 94.0% in the third quarter, Holdings Channel reports. The firm owned 5,869 shares of the semiconductor manufacturer’s stock after selling 92,676 shares during the period. Micron Technology makes up about 0.5% of Curated Wealth Partners LLC’s investment portfolio, making the stock its 24th biggest position. Curated Wealth Partners LLC’s holdings in Micron Technology were worth $6,251,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of MU. Kohmann Bosshard Financial Services LLC purchased a new position in Micron Technology in the first quarter valued at approximately $27,000. Bullseye Investment Management LLC purchased a new stake in Micron Technology during the second quarter worth approximately $27,000. Bayban purchased a new stake in Micron Technology during the fourth quarter worth approximately $29,000. Aventus Investment Advisors Inc. purchased a new stake in Micron Technology during the third quarter worth approximately $30,000. Finally, Steph & Co. acquired a new stake in shares of Micron Technology in the third quarter worth $31,000. Hedge funds and other institutional investors own 80.84% of the company’s stock.

Micron Technology Price Performance

Shares of MU stock opened at $931.24 on Friday. The company has a market capitalization of $1.05 trillion, a PE ratio of 12.55, a price-to-earnings-growth ratio of 0.16 and a beta of 2.22. The firm has a fifty day simple moving average of $985.86 and a 200-day simple moving average of $861.12. The company has a current ratio of 3.31, a quick ratio of 2.94 and a debt-to-equity ratio of 0.03. Micron Technology, Inc. has a twelve month low of $192.40 and a twelve month high of $1,255.00.

Micron Technology (NASDAQ:MU) last released its quarterly earnings results on Wednesday, September 30th. The semiconductor manufacturer reported $33.42 earnings per share (EPS) for the quarter, topping the consensus estimate of $31.77 by $1.65. Micron Technology had a net margin of 63.80% and a return on equity of 92.62%. The firm had revenue of $54.23 billion for the quarter, compared to the consensus estimate of $51.33 billion. During the same quarter in the previous year, the firm posted $3.03 EPS. The firm’s quarterly revenue was up 379.1% on a year-over-year basis. Micron Technology has set its Q1 2027 guidance at 37.150-39.150 EPS. Equities research analysts anticipate that Micron Technology, Inc. will post 177.03 earnings per share for the current fiscal year.

Micron Technology Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, October 29th. Shareholders of record on Wednesday, October 14th will be given a $0.15 dividend. This represents a $0.60 dividend on an annualized basis and a yield of 0.1%. The ex-dividend date of this dividend is Wednesday, October 14th. Micron Technology’s dividend payout ratio is presently 0.81%.

Insider Activity

In other news, CAO Scott Allen sold 879 shares of the firm’s stock in a transaction dated 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 completion of the sale, the chief accounting officer directly owned 34,958 shares in the company, valued at $34,958,000. This trade represents a 2.45% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Sumit Sadana sold 15,000 shares of Micron Technology stock in a transaction dated Tuesday, August 18th. The stock was sold at an average price of $934.29, for a total value of $14,014,350.00. Following the sale, the executive vice president directly 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. The SEC filing for this sale provides additional information. Insiders sold 95,879 shares of company stock worth $90,939,466 over the last ninety days. Corporate 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 fundamental outlook remains strong. Fiscal 2026 revenue reportedly rose 256% to $133.2 billion, while tight DRAM and HBM supply is supporting significant margin expansion. The company is also accelerating construction of new fabs in Idaho and New York to increase capacity. Prediction: This Is What $2,000 Invested in Micron Stock Today Could Be Worth by 2029
• Positive Sentiment: Micron has signed 26 strategic customer agreements with pricing frameworks, helping reduce the traditional memory cycle risk. Its diversified customer base also means no single customer represented at least 10% of fiscal 2026 revenue. Micron’s Customer Contracts Just Took the Memory Cycle Off the Table
• Positive Sentiment: Analysts and commentators continue to identify MU as a buy-the-dip opportunity, citing AI-driven revenue growth, expanding margins and a lower valuation than some peers. Erste Group also raised its FY2027 earnings estimate, while Rosenblatt reaffirmed a Buy rating.
• Positive Sentiment: Elon Musk praised Micron’s approach to future memory pricing, and strong demand for AI infrastructure is expected to support high-value HBM shipments. ASML’s reported order backlog through 2030 also reinforces the long-term equipment and HBM demand outlook. ASML Just Delivered Excellent News for Micron Stock Investors
• Neutral Sentiment: Micron’s market capitalization is trailing several large companies, including Eli Lilly and Berkshire Hathaway, highlighting both the stock’s substantial rally and the possibility that investors are reassessing its valuation after recent volatility.
• Negative Sentiment: The principal overhang is China’s ChangXin Memory Technologies (CXMT), which is advancing in DDR5, LPDDR5X and server-memory products. Investors fear that Chinese competition could pressure prices and margins, although analysts note CXMT currently appears more competitive in lower-end memory than in Micron’s premium HBM products.
• Negative Sentiment: A broader AI and semiconductor sell-off, concerns about a possible memory oversupply by 2029, higher inflation and potential interest-rate increases have contributed to recent selling. Cathie Wood’s warning that memory-chip cycles remain “vicious” underscores the risk that today’s exceptional profits may not persist.

Wall Street Analysts Forecast Growth

MU has been the subject of several recent research reports. Raymond James Financial reissued an “outperform” rating on shares of Micron Technology in a research report on Thursday, October 1st. Daiwa Securities Group lifted their target price on shares of Micron Technology from $1,600.00 to $1,700.00 and gave the company a “buy” rating in a report on Friday, July 17th. Weiss Ratings raised shares of Micron Technology from a “buy (b)” rating to a “buy (b+)” rating in a research report on Monday. Robert W. Baird increased their price target on Micron Technology from $1,280.00 to $1,520.00 and gave the company an “outperform” rating in a report on Monday, September 28th. Finally, President Capital increased their price target on Micron Technology to $1,500.00 and gave the company a “buy” rating in a report on Friday, July 17th. One investment analyst has rated the stock with a Strong Buy rating, forty-one have assigned a Buy rating and four have issued a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $1,407.88.

Micron Technology Profile

Micron Technology, Inc is a semiconductor company that develops and manufactures memory and storage solutions. Its product portfolio includes dynamic random-access memory (DRAM), NAND flash memory, three-dimensional XPoint-related technologies, solid-state drives, and high-bandwidth memory products designed for demanding computing applications.

The company serves customers across the data center, artificial intelligence, networking, automotive, industrial, mobile, consumer electronics, and embedded markets.