Strategic Investment Advisors MI Grows Stock Holdings in Micron Technology, Inc. $MU

Strategic Investment Advisors MI lifted its holdings in Micron Technology, Inc. (NASDAQ:MU) by 430.3% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 5,033 shares of the semiconductor manufacturer’s stock after acquiring an additional 4,084 shares during the quarter. Strategic Investment Advisors MI’s holdings in Micron Technology were worth $1,700,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in the business. Brighton Jones LLC raised its stake in shares of Micron Technology by 18.3% during the 4th quarter. Brighton Jones LLC now owns 6,318 shares of the semiconductor manufacturer’s stock valued at $532,000 after buying an additional 976 shares during the last quarter. Sivia Capital Partners LLC boosted its stake in shares of Micron Technology by 21.7% in the second quarter. Sivia Capital Partners LLC now owns 3,528 shares of the semiconductor manufacturer’s stock worth $435,000 after buying an additional 628 shares during the last quarter. United Bank purchased a new stake in shares of Micron Technology in the second quarter worth about $236,000. Schnieders Capital Management LLC. grew its holdings in Micron Technology by 67.9% during the second quarter. Schnieders Capital Management LLC. now owns 16,984 shares of the semiconductor manufacturer’s stock worth $2,093,000 after acquiring an additional 6,867 shares during the period. Finally, Sei Investments Co. grew its holdings in Micron Technology by 5.6% during the second quarter. Sei Investments Co. now owns 405,545 shares of the semiconductor manufacturer’s stock worth $49,987,000 after acquiring an additional 21,619 shares during the period. Hedge funds and other institutional investors own 80.84% of the company’s stock.

Micron Technology Trading Down 9.9%

MU stock opened at $739.00 on Thursday. The business’s 50-day moving average is $973.22 and its 200 day moving average is $634.95. Micron Technology, Inc. has a 12-month low of $103.38 and a 12-month high of $1,255.00. The stock has a market cap of $834.62 billion, a price-to-earnings ratio of 16.73 and a beta of 2.14. 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 (NASDAQ:MU) last issued its quarterly earnings results on Wednesday, June 24th. The semiconductor manufacturer reported $25.11 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $21.39 by $3.72. The firm had revenue of $41.46 billion for the quarter, compared to analyst estimates of $35.91 billion. Micron Technology had a return on equity of 71.13% and a net margin of 55.91%.The business’s revenue was up 345.8% on a year-over-year basis. During the same period in the previous year, the company posted $1.91 earnings per share. Micron Technology has set its Q4 2026 guidance at 30.000-32.000 EPS. On average, sell-side analysts anticipate that Micron Technology, Inc. will post 72.93 EPS for the current fiscal year.

Micron Technology Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Tuesday, July 21st. Investors of record on Monday, July 6th were given a dividend of $0.15 per share. The ex-dividend date was Monday, July 6th. This represents a $0.60 dividend on an annualized basis and a yield of 0.1%. Micron Technology’s payout ratio is presently 1.36%.

More Micron Technology News

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

• Positive Sentiment: Micron’s fundamental outlook remains strong. Its latest quarter produced $41.46 billion in revenue, up 345.8% year over year, and EPS of $25.11, well above consensus. Analysts continue to cite robust high-bandwidth-memory demand, hyperscaler spending and long-term customer agreements as support for sustained earnings growth. Micron: AI Panic, But Memory Supercycle Isn’t Over Yet
• Positive Sentiment: Some analysts remain bullish after the selloff. Erste Group modestly raised its fiscal 2026 EPS forecast, while other research argues Micron’s contracted revenue base and AI exposure could support another major growth phase through 2030. Potential U.S. restrictions or tariffs on Chinese memory could also limit lower-cost competition and improve Micron’s pricing power. Chips and Clips: Memory Tariffs Rewire Tech Supply Chains
• Neutral Sentiment: Analysts broadly retain buy ratings, but the stock’s exceptional one-year rally has increased volatility and encouraged profit-taking. CME’s launch of extended-hours single-stock futures, including Micron contracts, may improve liquidity while enabling faster reactions to overnight semiconductor news.
• Negative Sentiment: The SK hynix results intensified a sector-wide memory selloff, as investors questioned whether AI infrastructure spending and memory pricing can remain at current levels. Broader market weakness—surging oil prices and uncertainty ahead of the Federal Reserve decision—has added pressure to high-beta technology shares. Nvidia, AMD, Micron Lead Chip Stocks Selloff
• Negative Sentiment: China’s ChangXin Memory Technologies (CXMT) delivered a blockbuster IPO, reviving fears that Chinese DRAM production could eventually challenge Micron’s market share and pricing power. Technical selling also accelerated after MU broke below a key support level. Why Micron Stock Dropped Again Today
• Negative Sentiment: CEO Sanjay Mehrotra’s approximately $37 million stock sale and a smaller chief accounting officer sale have added to investor caution, although both executives retained substantial holdings.

Analyst Ratings Changes

MU has been the subject of a number of analyst reports. Deutsche Bank Aktiengesellschaft boosted their price target on Micron Technology from $1,500.00 to $1,550.00 and gave the company a “buy” rating in a report on Thursday, June 25th. TD Cowen reaffirmed a “buy” rating on shares of Micron Technology in a research note on Friday, July 10th. Morgan Stanley lifted their target price on shares of Micron Technology from $1,050.00 to $1,200.00 and gave the company an “overweight” rating in a report on Thursday, June 25th. Wolfe Research set a $1,500.00 target price on shares of Micron Technology in a research note on Thursday, June 25th. Finally, Rosenblatt Securities raised their price target on shares of Micron Technology from $1,200.00 to $1,500.00 and gave the company a “buy” rating in a research report on Thursday, June 25th. Four equities research analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and three have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Buy” and a consensus target price of $1,268.93.

Insider Buying and Selling at Micron Technology

In other Micron Technology news, Director Lynn A. Dugle sold 1,300 shares of the firm’s stock in a transaction that occurred on Tuesday, June 30th. The shares were sold at an average price of $1,150.43, for a total value of $1,495,559.00. Following the transaction, the director directly owned 17,728 shares of the company’s stock, valued at $20,394,823.04. This trade represents a 6.83% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CEO Sanjay Mehrotra sold 40,000 shares of the business’s stock in a transaction that occurred on Friday, May 1st. The stock was sold at an average price of $536.26, for a total value of $21,450,400.00. Following the transaction, the chief executive officer owned 424,503 shares in the company, valued at approximately $227,643,978.78. This represents a 8.61% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 204,179 shares of company stock valued at $190,836,321. Insiders own 0.24% of the company’s stock.

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.