Global Retirement Partners LLC Raises Stock Position in Micron Technology, Inc. $MU

Global Retirement Partners LLC lifted its holdings in Micron Technology, Inc. (NASDAQ:MU) by 21.6% during the third quarter, HoldingsChannel.com reports. The institutional investor owned 18,972 shares of the semiconductor manufacturer’s stock after buying an additional 3,375 shares during the period. Global Retirement Partners LLC’s holdings in Micron Technology were worth $3,174,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in MU. First Command Advisory Services Inc. increased its stake in Micron Technology by 225.0% during the second quarter. First Command Advisory Services Inc. now owns 221 shares of the semiconductor manufacturer’s stock worth $27,000 after acquiring an additional 153 shares during the last quarter. Howard Hughes Medical Institute bought a new stake in shares of Micron Technology in the 2nd quarter valued at approximately $30,000. AlphaQuest LLC boosted its holdings in shares of Micron Technology by 13,250.0% in the 2nd quarter. AlphaQuest LLC now owns 267 shares of the semiconductor manufacturer’s stock worth $33,000 after purchasing an additional 265 shares during the period. WealthCollab LLC increased its position in shares of Micron Technology by 4,500.0% during the 2nd quarter. WealthCollab LLC now owns 276 shares of the semiconductor manufacturer’s stock valued at $34,000 after purchasing an additional 270 shares during the last quarter. Finally, Hilltop National Bank purchased a new stake in Micron Technology during the 2nd quarter valued at $37,000. Institutional investors own 80.84% of the company’s stock.

Micron Technology Price Performance

Micron Technology stock opened at $312.15 on Tuesday. The company has a debt-to-equity ratio of 0.19, a current ratio of 2.46 and a quick ratio of 1.78. The stock has a market cap of $351.33 billion, a price-to-earnings ratio of 29.67, a price-to-earnings-growth ratio of 0.20 and a beta of 1.50. The firm has a 50-day moving average of $247.71 and a two-hundred day moving average of $179.02. Micron Technology, Inc. has a 1 year low of $61.54 and a 1 year high of $325.53.

Micron Technology (NASDAQ:MU) last posted its quarterly earnings results on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 earnings per share for the quarter, beating the consensus estimate of $3.77 by $1.01. The firm had revenue of $13.64 billion during the quarter, compared to the consensus estimate of $12.62 billion. Micron Technology had a net margin of 28.15% and a return on equity of 22.71%. The company’s revenue was up 56.7% on a year-over-year basis. During the same quarter in the previous year, the firm posted $1.79 earnings per share. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. On average, research analysts forecast that Micron Technology, Inc. will post 6.08 earnings per share for the current year.

Micron Technology Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Wednesday, January 14th. Shareholders of record on Monday, December 29th will be issued a $0.115 dividend. This represents a $0.46 annualized dividend and a dividend yield of 0.1%. The ex-dividend date is Monday, December 29th. Micron Technology’s dividend payout ratio is currently 4.37%.

Micron Technology News Summary

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

• Positive Sentiment: Multiple analyst upgrades and higher price targets (Sanford C. Bernstein to $330) have pushed optimism around MU’s outlook and helped fuel the recent rally. Sanford C. Bernstein Boosts Micron Price Target
• Positive Sentiment: A Seeking Alpha piece upgraded Micron to Buy, citing a generational DRAM cycle, ~4x DRAM price surge and strong bit shipment growth — a thesis that supports more upside if shortages persist. Micron: It’s Like 1993 All Over Again (Rating Upgrade)
• Positive Sentiment: Quarterly results and guidance momentum underpin bullish estimates; coverage notes record revenue, big EPS beats and revised consensus forecasts that materially lift forward earnings expectations. Micron stock: here’s why it is still a buy despite mixed guidance
• Positive Sentiment: Structural tightness in memory (HBM demand for AI, constrained capacity) is repeatedly cited as a multi-quarter tailwind that should support price and margin expansion. Micron Technology Picks Up Right Where It Left Off
• Neutral Sentiment: Technical momentum: analysts and market write-ups note MU hit all-time highs and closed above key levels (~$315), which attracts momentum buyers but can also concentrate positioning. Micron Soars to All-Time High
• Neutral Sentiment: MarketBeat and other outlets profile MU as a top AI/memory play and “discount” relative to other hyper-growth AI names, supporting longer-term investor demand even after the rally. The S&P 500’s Top-Performing Sectors
• Negative Sentiment: Valuation and positioning risk: MU’s run has pushed valuation and positioning to levels that can trigger profit-taking; several pieces warn the market may be “front-running” upgraded consensus and a pullback is possible if sentiment cools. 5 Stocks Wall Street Repriced Higher Heading Into 2026

Insider Buying and Selling at Micron Technology

In other news, CAO Scott R. Allen sold 8,800 shares of the firm’s stock in a transaction on Monday, October 20th. The stock was sold at an average price of $210.02, for a total transaction of $1,848,176.00. Following the transaction, the chief accounting officer owned 40,237 shares in the company, valued at approximately $8,450,574.74. This trade represents a 17.95% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, CFO Mark J. Murphy sold 126,000 shares of Micron Technology stock in a transaction dated Thursday, October 30th. The shares were sold at an average price of $225.31, for a total value of $28,389,060.00. Following the completion of the sale, the chief financial officer owned 219,693 shares of the company’s stock, valued at $49,499,029.83. The trade was a 36.45% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 316,800 shares of company stock worth $71,658,387. Insiders own 0.24% of the company’s stock.

Analyst Upgrades and Downgrades

Several research analysts have commented on MU shares. HSBC initiated coverage on shares of Micron Technology in a research note on Tuesday, December 9th. They set a “buy” rating and a $330.00 price objective for the company. Morgan Stanley lifted their price target on shares of Micron Technology from $338.00 to $350.00 and gave the stock an “overweight” rating in a research note on Thursday, December 18th. New Street Research reiterated a “neutral” rating on shares of Micron Technology in a report on Tuesday, October 14th. Summit Insights raised shares of Micron Technology to a “strong-buy” rating in a research note on Tuesday, September 23rd. Finally, Raymond James Financial boosted their target price on Micron Technology from $190.00 to $310.00 and gave the company an “outperform” rating in a research report on Thursday, December 18th. Five equities research analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and three have given a Hold rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Buy” and a consensus price target of $284.24.

About Micron Technology

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.