Mcdonald Partners LLC Makes New $293,000 Investment in Micron Technology, Inc. $MU

Mcdonald Partners LLC bought a new position in shares of Micron Technology, Inc. (NASDAQ:MU) in the 4th quarter, Holdings Channel reports. The institutional investor bought 1,025 shares of the semiconductor manufacturer’s stock, valued at approximately $293,000.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in MU. REAP Financial Group LLC bought a new stake in Micron Technology during the third quarter worth $25,000. Barnes Dennig Private Wealth Management LLC bought a new stake in Micron Technology during the third quarter worth $27,000. Elevation Wealth Partners LLC lifted its stake in Micron Technology by 295.8% during the fourth quarter. Elevation Wealth Partners LLC now owns 95 shares of the semiconductor manufacturer’s stock worth $27,000 after purchasing an additional 71 shares during the last quarter. Steigerwald Gordon & Koch Inc. lifted its stake in Micron Technology by 4,800.0% during the fourth quarter. Steigerwald Gordon & Koch Inc. now owns 98 shares of the semiconductor manufacturer’s stock worth $28,000 after purchasing an additional 96 shares during the last quarter. Finally, GHP Investment Advisors Inc. lifted its stake in Micron Technology by 91.2% during the fourth quarter. GHP Investment Advisors Inc. now owns 109 shares of the semiconductor manufacturer’s stock worth $31,000 after purchasing an additional 52 shares during the last quarter. 80.84% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

MU has been the subject of several recent analyst reports. Stifel Nicolaus upped their target price on Micron Technology from $360.00 to $550.00 and gave the stock a “buy” rating in a research note on Monday, March 2nd. Wells Fargo & Company upped their target price on Micron Technology from $470.00 to $550.00 and gave the stock an “overweight” rating in a research note on Thursday, March 19th. Morgan Stanley increased their price target on Micron Technology from $350.00 to $450.00 and gave the company an “overweight” rating in a research note on Wednesday, February 11th. Bank of America increased their price target on Micron Technology from $400.00 to $500.00 and gave the company a “buy” rating in a research note on Thursday, March 19th. Finally, JPMorgan Chase & Co. increased their price target on Micron Technology from $350.00 to $550.00 and gave the company an “overweight” rating in a research note on Thursday, March 19th. Five research analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and four have given a Hold rating to the company’s stock. According to data from MarketBeat.com, Micron Technology has an average rating of “Buy” and a consensus target price of $478.24.

Micron Technology Price Performance

Shares of MU opened at $542.21 on Monday. Micron Technology, Inc. has a 52 week low of $78.54 and a 52 week high of $545.91. The stock has a market capitalization of $611.47 billion, a price-to-earnings ratio of 25.60 and a beta of 1.91. The company has a debt-to-equity ratio of 0.13, a quick ratio of 2.32 and a current ratio of 2.90. The stock has a fifty day moving average of $422.13 and a 200-day moving average of $338.52.

Micron Technology Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Wednesday, April 15th. Stockholders of record on Monday, March 30th were paid a $0.15 dividend. This represents a $0.60 dividend on an annualized basis and a dividend yield of 0.1%. The ex-dividend date was Monday, March 30th. This is a positive change from Micron Technology’s previous quarterly dividend of $0.12. Micron Technology’s dividend payout ratio is currently 2.83%.

Insider Buying and Selling at Micron Technology

In related news, EVP Sumit Sadana sold 24,000 shares of the firm’s stock in a transaction on Friday, April 10th. The stock was sold at an average price of $421.35, for a total transaction of $10,112,400.00. Following the completion of the transaction, the executive vice president directly owned 224,021 shares of the company’s stock, valued at $94,391,248.35. This trade represents a 9.68% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP April S. Arnzen sold 40,000 shares of the firm’s stock in a transaction on Wednesday, April 1st. The stock was sold at an average price of $347.39, for a total value of $13,895,600.00. Following the transaction, the executive vice president directly owned 125,737 shares of the company’s stock, valued at approximately $43,679,776.43. This represents a 24.13% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.24% of the stock is owned by company insiders.

Key Stories Impacting Micron Technology

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

• Positive Sentiment: Big cloud and AI customers (Meta, Microsoft, Amazon) signaled rising memory prices and bigger AI capex — a direct revenue and pricing tailwind for Micron’s memory business. Why Is Micron Technology Stock Up On Friday?
• Positive Sentiment: Top‑end memory (HBM) demand tied to agentic AI and inference workloads is intensifying; industry writeups highlight structural need for faster, larger memory — a long‑term market opportunity for Micron’s HBM products. The AI Gold Rush Just Hit a New Layer: Here’s Why Sandisk Is Printing Money
• Positive Sentiment: Analyst bullishness is rising — multiple outlets report steep price targets (notably DA Davidson’s $1,000 call) and broader Wall Street upgrades, which support momentum and investor conviction. Micron (MU) Stock Soars as DA Davidson Sets Bold $1,000 Target Amid AI Memory Boom
• Positive Sentiment: Earnings/outlook commentary and inclusion on screens highlighting earnings growth (Zacks, other coverage) reinforce the case that fundamentals and price momentum are aligned. Earnings Growth & Price Strength Make Micron (MU) a Stock to Watch
• Neutral Sentiment: New analyst coverage at smaller shops (Melius) and sector reports (Rambus piece on memory/IP/product shifts) add context but are secondary to large‑customer demand signals. Micron Technology (NASDAQ:MU) Research Coverage Started at Melius Research
• Negative Sentiment: Valuation and momentum risk: several articles warn the stock has run up quickly and may be pricing in a substantial “memory supercycle,” raising pullback risk and making timing and valuation important considerations. A Look At Micron Technology (MU) Valuation After Its Recent Share Price Surge
• Negative Sentiment: Market volatility warnings: analysts and commentators note that semiconductor rallies can reverse sharply, so short‑term traders face elevated risk despite strong headlines. The Semiconductor Pop Was Violent — the Pullback Could Be Too

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.