Chicago Partners Investment Group LLC Boosts Holdings in Micron Technology, Inc. $MU

Chicago Partners Investment Group LLC raised its position in Micron Technology, Inc. (NASDAQ:MU) by 22.7% in the 1st quarter, Holdings Channel reports. The firm owned 25,521 shares of the semiconductor manufacturer’s stock after buying an additional 4,727 shares during the quarter. Chicago Partners Investment Group LLC’s holdings in Micron Technology were worth $8,622,000 at the end of the most recent reporting period.

Other institutional investors have also recently made changes to their positions in the company. Matthews International Capital Management LLC increased its stake in Micron Technology by 5.1% in the 1st quarter. Matthews International Capital Management LLC now owns 29,143 shares of the semiconductor manufacturer’s stock worth $9,846,000 after acquiring an additional 1,417 shares during the last quarter. Vantage Point Financial LLC raised its holdings in shares of Micron Technology by 16.7% in the 1st quarter. Vantage Point Financial LLC now owns 832 shares of the semiconductor manufacturer’s stock valued at $281,000 after acquiring an additional 119 shares in the last quarter. Arbejdsmarkedets Tillaegspension bought a new stake in shares of Micron Technology during the 1st quarter valued at about $21,641,000. Triglav Investments D.O.O. boosted its position in shares of Micron Technology by 42.0% during the 1st quarter. Triglav Investments D.O.O. now owns 84,602 shares of the semiconductor manufacturer’s stock valued at $28,570,000 after acquiring an additional 25,043 shares during the last quarter. Finally, Applied Finance Capital Management LLC purchased a new position in shares of Micron Technology during the first quarter worth about $3,158,000. Institutional investors own 80.84% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research analysts recently weighed in on MU shares. Sanford C. Bernstein set a $1,300.00 price objective on shares of Micron Technology in a research report on Monday, June 22nd. Melius Research initiated coverage on shares of Micron Technology in a research report on Monday, April 27th. They set a “buy” rating and a $700.00 target price for the company. Citigroup boosted their price target on shares of Micron Technology from $1,200.00 to $1,400.00 and gave the stock a “buy” rating in a research note on Thursday, June 25th. Summit Insights lowered shares of Micron Technology from a “buy” rating to a “hold” rating in a report on Thursday, March 19th. Finally, Raymond James Financial raised their price objective on shares of Micron Technology from $1,100.00 to $1,500.00 and gave the company an “outperform” rating in a research report on Thursday, June 25th. Five equities research analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat, the company currently has an average rating of “Buy” and an average price target of $1,263.76.

Key Headlines Impacting Micron Technology

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

• Positive Sentiment: TD Cowen reiterated a Buy on Micron with a $1,600 price target, citing tight supply and strong demand for AI memory. Micron’s (MU) Tight Supply Drives This Five-Star Analyst’s $1,600 Outlook
• Positive Sentiment: Micron announced plans to invest up to $3 billion in the U.S. semiconductor supply chain, including a $500 million financing deal with GlobalWafers and a 10-year wafer supply agreement, which supports long-term manufacturing capacity and supply security. Micron boosts plans for investment in US to over $250B
• Positive Sentiment: Analysts and investors continue to highlight Micron’s blowout results, with strong revenue growth, margin expansion, and high-bandwidth memory demand reinforcing the long-term bull case. Micron Crushes Earnings: Is a Stock Split Next?
• Neutral Sentiment: Micron is also getting attention from traders because of heavy volume and broader volatility in the AI-memory complex, which suggests the stock may be consolidating after a strong move. Why Is Micron Stock Slipping Today, 7/10/26?
• Negative Sentiment: SK Hynix’s Nasdaq debut is giving investors another way to play AI memory, which may be pulling some money away from Micron and fueling valuation comparisons across the sector. Is SK Hynix stock a better pick to play AI memory market than Micron?
• Negative Sentiment: Some articles note that the recent AI sell-off is more about stretched expectations than fundamentals, implying investors are taking profits even in strong names like Micron. The AI Sell-Off That Isn’t About AI

Micron Technology Price Performance

MU opened at $979.30 on Monday. The company has a market cap of $1.11 trillion, a P/E ratio of 22.17 and a beta of 2.14. The business’s 50-day moving average price is $923.27 and its 200-day moving average price is $580.30. The company has a current ratio of 3.42, a quick ratio of 2.98 and a debt-to-equity ratio of 0.05. Micron Technology, Inc. has a 12 month low of $103.38 and a 12 month high of $1,255.00.

Micron Technology (NASDAQ:MU) last issued its earnings results on Wednesday, June 24th. The semiconductor manufacturer reported $25.11 earnings per share for the quarter, beating the consensus estimate of $21.39 by $3.72. Micron Technology had a return on equity of 71.13% and a net margin of 55.91%.The company had revenue of $41.46 billion during the quarter, compared to analysts’ expectations of $35.91 billion. During the same period in the prior year, the business posted $1.91 EPS. Micron Technology’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. On average, equities analysts expect that Micron Technology, Inc. will post 72.94 EPS for the current year.

Micron Technology Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, July 21st. Stockholders of record on Monday, July 6th will be paid a dividend of $0.15 per share. This represents a $0.60 dividend on an annualized basis and a dividend yield of 0.1%. The ex-dividend date of this dividend is Monday, July 6th. Micron Technology’s dividend payout ratio is 1.36%.

Insider Buying and Selling

In related news, EVP April S. Arnzen sold 40,000 shares of the company’s stock in a transaction on Wednesday, July 1st. The shares were sold at an average price of $1,083.94, for a total transaction of $43,357,600.00. Following the completion of the sale, the executive vice president directly owned 85,737 shares in the company, valued at $92,933,763.78. This represents a 31.81% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, Director Steven J. Gomo sold 2,000 shares of the company’s stock in a transaction on Monday, May 11th. The shares were sold at an average price of $787.03, for a total transaction of $1,574,060.00. Following the sale, the director owned 17,139 shares of the company’s stock, valued at $13,488,907.17. This represents a 10.45% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders sold 163,300 shares of company stock worth $152,667,204. 0.24% of the stock is owned by company insiders.

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.