Family Manage LLC lifted its position in Micron Technology, Inc. (NASDAQ:MU – Free Report) by 111.5% in the 1st quarter, Holdings Channel.com reports. The fund owned 1,836 shares of the semiconductor manufacturer’s stock after acquiring an additional 968 shares during the period. Family Manage LLC’s holdings in Micron Technology were worth $620,000 as of its most recent filing with the Securities and Exchange Commission.
A number of other institutional investors have also made changes to their positions in the company. High Note Wealth LLC boosted its holdings in shares of Micron Technology by 65.4% in the 4th quarter. High Note Wealth LLC now owns 86 shares of the semiconductor manufacturer’s stock valued at $25,000 after buying an additional 34 shares during the period. Kohmann Bosshard Financial Services LLC bought a new position in Micron Technology in the first quarter worth about $27,000. Steigerwald Gordon & Koch Inc. boosted its stake in Micron Technology by 4,800.0% in the fourth quarter. Steigerwald Gordon & Koch Inc. now owns 98 shares of the semiconductor manufacturer’s stock valued at $28,000 after acquiring an additional 96 shares during the period. Bayban acquired a new position in Micron Technology in the fourth quarter valued at approximately $29,000. Finally, GHP Investment Advisors Inc. grew its holdings in shares of Micron Technology by 91.2% during the fourth quarter. GHP Investment Advisors Inc. now owns 109 shares of the semiconductor manufacturer’s stock valued at $31,000 after purchasing an additional 52 shares during the last quarter. 80.84% of the stock is currently owned by institutional investors.
Trending Headlines about Micron Technology
Here are the key news stories impacting Micron Technology this week:
- Positive Sentiment: Strong AI data-center demand and constrained memory supply remain major long-term catalysts. Analysts and investment commentary continue to highlight Micron’s earnings growth potential, while Bank of America reportedly set a $1,550 price target. Bank of America Sets $1,550 Price Target on Micron
- Positive Sentiment: Potential U.S. tariffs or restrictions on Chinese memory products could protect Micron’s domestic market and support pricing power. The company is also investing heavily in U.S. manufacturing, positioning it as a potential beneficiary of supply-chain localization. Chips and Clips: Memory Tariffs Rewire Tech Supply Chains
- Neutral Sentiment: CME Group launched extended-hours, cash-settled single-stock futures for Micron and other major equities. The new contracts may improve access and liquidity but do not change Micron’s underlying fundamentals. CME launches single stock futures
- Negative Sentiment: China’s ChangXin Memory Technologies (CXMT) surged in its Shanghai IPO after raising roughly $8.5 billion, giving it substantial capital to expand DRAM production. Investors fear CXMT’s growing market share could increase competition and eventually pressure Micron’s pricing, margins and market position. Why are Micron, SanDisk and SK Hynix stocks falling today?
- Negative Sentiment: Reports that China is producing domestically developed deep-ultraviolet lithography equipment have amplified concerns that Chinese semiconductor companies are closing the technology gap. The resulting sector-wide selling has outweighed positive views on Micron’s AI exposure and attractive forward valuation. Micron stock faces a hidden threat after CXMT’s debut
Micron Technology Stock Performance
Micron Technology (NASDAQ:MU – Get Free Report) last announced 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. The firm had revenue of $41.46 billion for the quarter, compared to the consensus estimate of $35.91 billion. Micron Technology had a return on equity of 71.13% and a net margin of 55.91%.The firm’s revenue for the quarter was up 345.8% on a year-over-year basis. During the same quarter in the previous year, the business earned $1.91 EPS. Micron Technology has set its Q4 2026 guidance at 30.000-32.000 EPS. On average, equities research analysts anticipate that Micron Technology, Inc. will post 72.93 EPS for the current year.
Micron Technology Dividend Announcement
The firm also recently declared a quarterly dividend, which was paid on Tuesday, July 21st. Stockholders of record on Monday, July 6th were issued 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 was Monday, July 6th. Micron Technology’s dividend payout ratio (DPR) is 1.36%.
Wall Street Analyst Weigh In
Several brokerages recently issued reports on MU. Citigroup raised their price target on Micron Technology from $1,200.00 to $1,400.00 and gave the stock a “buy” rating in a report on Thursday, June 25th. Susquehanna increased their target price on Micron Technology from $1,750.00 to $2,000.00 and gave the stock a “positive” rating in a research report on Thursday, June 25th. Erste Group Bank upgraded Micron Technology from a “hold” rating to a “buy” rating in a research note on Thursday, June 25th. DA Davidson boosted their price target on shares of Micron Technology from $1,500.00 to $2,000.00 and gave the company a “buy” rating in a report on Thursday, June 25th. Finally, Weiss Ratings restated a “buy (b)” rating on shares of Micron Technology in a research report on Tuesday, May 12th. Four equities research analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and three have issued a Hold rating to the company. According to MarketBeat.com, Micron Technology presently has a consensus rating of “Buy” and a consensus target price of $1,268.93.
Check Out Our Latest Report on Micron Technology
Insider Activity at Micron Technology
In related news, CEO Sanjay Mehrotra sold 28,506 shares of the stock in a transaction dated Friday, June 26th. The shares were sold at an average price of $1,149.28, for a total value of $32,761,375.68. Following the completion of the transaction, the chief executive officer owned 355,997 shares in the company, valued at $409,140,232.16. This represents a 7.41% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. Also, EVP April S. Arnzen sold 40,000 shares of the firm’s stock in a transaction dated 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 transaction, the executive vice president directly owned 85,737 shares in the company, valued at approximately $92,933,763.78. The trade was a 31.81% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 163,300 shares of company stock valued at $152,667,204 in the last ninety days. Company insiders own 0.24% of the company’s stock.
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.
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