Madison Wealth Partners Inc Purchases New Shares in Micron Technology, Inc. $MU

Madison Wealth Partners Inc acquired a new position in shares of Micron Technology, Inc. (NASDAQ:MU) during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 1,497 shares of the semiconductor manufacturer’s stock, valued at approximately $250,000.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. REAP Financial Group LLC bought a new stake in shares of Micron Technology during the third quarter valued at approximately $25,000. Barnes Dennig Private Wealth Management LLC bought a new position in Micron Technology in the 3rd quarter worth approximately $27,000. Cullen Frost Bankers Inc. lifted its holdings in Micron Technology by 79.3% during the 3rd quarter. Cullen Frost Bankers Inc. now owns 199 shares of the semiconductor manufacturer’s stock worth $33,000 after buying an additional 88 shares in the last quarter. Howard Hughes Medical Institute bought a new position in Micron Technology in the 2nd quarter valued at $30,000. Finally, Physician Wealth Advisors Inc. increased its stake in shares of Micron Technology by 248.0% in the 3rd quarter. Physician Wealth Advisors Inc. now owns 261 shares of the semiconductor manufacturer’s stock valued at $44,000 after buying an additional 186 shares during the period. Institutional investors and hedge funds own 80.84% of the company’s stock.

Insider Activity at Micron Technology

In related news, EVP Sumit Sadana sold 25,000 shares of Micron Technology stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $429.89, for a total transaction of $10,747,250.00. Following the completion of the transaction, the executive vice president owned 248,021 shares of the company’s stock, valued at $106,621,747.69. This trade represents a 9.16% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Manish H. Bhatia sold 26,623 shares of the business’s stock in a transaction on Thursday, January 22nd. The shares were sold at an average price of $391.04, for a total transaction of $10,410,657.92. Following the completion of the transaction, the executive vice president owned 323,486 shares in the company, valued at approximately $126,495,965.44. The trade was a 7.60% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders acquired 23,200 shares of company stock valued at $7,821,723 and sold 73,623 shares valued at $27,307,408. 0.24% of the stock is owned by corporate insiders.

Analyst Ratings Changes

A number of research firms have recently weighed in on MU. The Goldman Sachs Group boosted their target price on Micron Technology from $205.00 to $235.00 and gave the stock a “neutral” rating in a research report on Thursday, December 18th. Morgan Stanley boosted their price objective on Micron Technology from $350.00 to $450.00 and gave the stock an “overweight” rating in a report on Wednesday, February 11th. Piper Sandler raised their target price on shares of Micron Technology from $275.00 to $400.00 and gave the company an “overweight” rating in a research note on Wednesday, January 7th. Barclays boosted their price target on shares of Micron Technology from $275.00 to $450.00 and gave the stock an “overweight” rating in a research note on Friday, January 16th. Finally, William Blair began coverage on shares of Micron Technology in a report on Thursday, January 22nd. They issued an “outperform” rating on the stock. Six investment analysts have rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and three have issued a Hold rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Buy” and an average target price of $358.38.

Key Headlines Impacting Micron Technology

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

• Positive Sentiment: S&P upgraded Micron to BBB, citing stronger margins and cash flow tied to AI-driven memory demand — a credit boost that reduces financial risk and supports capacity spending. Micron Technology Upgraded to BBB by S&P on AI-Driven Growth
• Positive Sentiment: Micron outlined an aggressive U.S. capacity build (up to US$200B through 2030) and says next‑gen HBM4 shipments are ahead of schedule with 2026 HBM output already allocated — evidence demand for AI memory remains strong and supports future revenue. Micron’s US$200b AI Memory Bet Puts Growth And Cycles In Focus
• Positive Sentiment: Several analyst and feature pieces argue Micron remains underweighted versus its AI-driven fundamentals despite a 250–300% rally, highlighting structural HBM/DRAM tightness and continued upside potential. Why Micron (MU) Remains Undervalued Despite a 300% Rally
• Neutral Sentiment: Comparisons with peers (SanDisk, others) and analyst coverage are intensifying — competition and product mix (NAND vs HBM/DRAM) will shape relative upside. SanDisk vs. Micron: Which AI Memory Stock Offers More Upside?
• Neutral Sentiment: Social‑media chatter (WallStreetBets) and general market noise are mixed/soft, which can amplify short‑term swings but doesn’t change fundamentals. Social Buzz: Wallstreetbets Stocks Mostly Lower Pre-bell Friday; Netflix to Advance, Duolingo to Decline
• Negative Sentiment: Technical and valuation risks: several commentators flag that MU is overextended after its run and a short-term pause/pullback is possible — investors may be locking in gains. Micron Technology (MU) Price Forecast: Rally Stalls Near Record Highs
• Negative Sentiment: Some cautionary pieces question whether Wall Street optimism is fully justified, highlighting the risk of crowded positioning and valuation compression if memory cycles normalize. Is It Worth Investing in Micron (MU) Based on Wall Street’s Bullish Views?

Micron Technology Trading Down 0.8%

NASDAQ MU opened at $412.37 on Friday. Micron Technology, Inc. has a 12 month low of $61.54 and a 12 month high of $455.50. The company has a current ratio of 2.46, a quick ratio of 1.78 and a debt-to-equity ratio of 0.19. The firm has a market capitalization of $464.13 billion, a PE ratio of 39.20 and a beta of 1.52. The business’s 50-day moving average price is $369.00 and its two-hundred day moving average price is $252.27.

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

Micron Technology Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, January 14th. Stockholders of record on Monday, December 29th were paid a $0.115 dividend. This represents a $0.46 dividend on an annualized basis and a dividend yield of 0.1%. The ex-dividend date of this dividend was Monday, December 29th. Micron Technology’s dividend payout ratio is currently 4.37%.

Micron Technology 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.