Integrated Investment Consultants LLC Purchases New Holdings in Micron Technology, Inc. $MU

Integrated Investment Consultants LLC purchased a new stake in Micron Technology, Inc. (NASDAQ:MU) during the 1st quarter, according to the company in its most recent 13F filing with the SEC. The fund purchased 703 shares of the semiconductor manufacturer’s stock, valued at approximately $237,000.

A number of other hedge funds also recently added to or reduced their stakes in the stock. Signature Equity Partners LLC increased its holdings in shares of Micron Technology by 6.3% in the first quarter. Signature Equity Partners LLC now owns 253 shares of the semiconductor manufacturer’s stock valued at $86,000 after purchasing an additional 15 shares during the period. Clearwater Capital Advisors LLC lifted its holdings in shares of Micron Technology by 1.1% during the first quarter. Clearwater Capital Advisors LLC now owns 1,617 shares of the semiconductor manufacturer’s stock worth $546,000 after purchasing an additional 18 shares during the period. Capital Advisors Ltd. LLC lifted its holdings in shares of Micron Technology by 10.3% during the first quarter. Capital Advisors Ltd. LLC now owns 247 shares of the semiconductor manufacturer’s stock worth $83,000 after purchasing an additional 23 shares during the period. Manning & Napier Advisors LLC grew its position in Micron Technology by 2.4% in the 4th quarter. Manning & Napier Advisors LLC now owns 1,030 shares of the semiconductor manufacturer’s stock valued at $301,000 after buying an additional 24 shares during the last quarter. Finally, Essex Bank grew its position in Micron Technology by 2.0% in the 1st quarter. Essex Bank now owns 1,252 shares of the semiconductor manufacturer’s stock valued at $423,000 after buying an additional 24 shares during the last quarter. 80.84% of the stock is owned by institutional investors and hedge funds.

Insider Activity at Micron Technology

In related news, Director Lynn A. Dugle sold 1,300 shares of Micron Technology stock in a transaction on Tuesday, June 30th. The stock was sold at an average price of $1,150.43, for a total transaction of $1,495,559.00. Following the completion of the transaction, the director directly owned 17,728 shares of the company’s stock, valued at approximately $20,394,823.04. The trade was a 6.83% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this link. Also, Director Steven J. Gomo sold 2,000 shares of the business’s stock in a transaction on Monday, May 11th. The stock was sold at an average price of $787.03, for a total value of $1,574,060.00. Following the sale, the director owned 17,139 shares in the company, valued at approximately $13,488,907.17. The trade was a 10.45% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 164,179 shares of company stock worth $169,385,921. 0.24% of the stock is currently owned by company insiders.

Micron Technology Price Performance

Micron Technology stock opened at $823.03 on Monday. The company has a market cap of $929.52 billion, a P/E ratio of 18.63 and a beta of 2.19. Micron Technology, Inc. has a one year low of $103.38 and a one year high of $1,255.00. The business has a fifty day moving average of $976.92 and a two-hundred day moving average of $642.04. The company has a debt-to-equity ratio of 0.05, a quick ratio of 2.98 and a current ratio of 3.42.

Micron Technology (NASDAQ:MU) last posted its quarterly earnings results on Wednesday, June 24th. The semiconductor manufacturer reported $25.11 earnings per share for the quarter, topping analysts’ consensus estimates of $21.39 by $3.72. Micron Technology had a net margin of 55.91% and a return on equity of 71.13%. The business had revenue of $41.46 billion for the quarter, compared to analysts’ expectations of $35.91 billion. During the same period in the prior year, the company posted $1.91 EPS. The business’s revenue for the quarter was up 345.8% on a year-over-year basis. Micron Technology has set its Q4 2026 guidance at 30.000-32.000 EPS. As a group, analysts predict that Micron Technology, Inc. will post 72.93 earnings per share for the current fiscal year.

Micron Technology Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Tuesday, July 21st. Shareholders of record on Monday, July 6th were issued a $0.15 dividend. The ex-dividend date of this dividend was Monday, July 6th. This represents a $0.60 dividend on an annualized basis and a yield of 0.1%. Micron Technology’s dividend payout ratio (DPR) is 1.36%.

Micron Technology News Summary

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

• Positive Sentiment: Memory shortage outlook remains supportive: Apple CEO Tim Cook said memory costs rose significantly in the latest quarter and are likely to remain elevated, while Samsung indicated supply constraints could persist through 2028. These comments reinforce expectations for strong pricing and demand for Micron’s DRAM and high-bandwidth memory products. Why Micron Stock Is Rising on What Apple’s Tim Cook Didn’t Say
• Positive Sentiment: Sector fund flows and AI spending provide support: Semiconductor ETFs attracted substantial new money this week as investors responded to strong technology earnings. Separate analyst commentary continues to point to more than $750 billion in planned 2026 Big Tech AI spending, supporting long-term demand for Micron’s AI memory products. Semiconductor ETFs Draw Cash This Week as Chip Stocks Rally
• Positive Sentiment: Fundamentals and valuation remain bullish arguments: Micron recently reported much better-than-expected quarterly earnings and revenue, with revenue up more than 345% year over year. Analysts cited strong free cash flow, strategic customer agreements and AI-driven demand, with reported price targets substantially above the current trading level.
• Neutral Sentiment: Technical trading is highly volatile: MU rebounded from a key support area and generated a bullish trading signal, but significant overhead resistance remains. Large intraday swings and elevated options activity are making short-term direction difficult to predict. Micron stock rebounds off key support, but technical overhead persists
• Negative Sentiment: Near-term selling pressure weighs on the shares: Reports attributed the latest weakness to semiconductor-sector profit-taking, leveraged-fund liquidations and updated short positions. A prominent bearish investor, Michael Burry, also disclosed expanded bets against Micron and other chip stocks, adding to negative sentiment. Why Is Micron Stock Falling on Friday?
• Negative Sentiment: Insider selling is another overhang: Recent disclosures show extensive sales by Micron executives, including CEO Sanjay Mehrotra, with no reported insider purchases in the cited six-month period. While these transactions may be scheduled, investors may interpret them as a short-term confidence signal.

Wall Street Analysts Forecast Growth

Several equities analysts have issued reports on the stock. Morgan Stanley boosted their price objective on shares of Micron Technology from $1,050.00 to $1,200.00 and gave the company an “overweight” rating in a research note on Thursday, June 25th. Deutsche Bank Aktiengesellschaft raised their target price on shares of Micron Technology from $1,500.00 to $1,550.00 and gave the stock a “buy” rating in a research note on Thursday, June 25th. Cantor Fitzgerald reaffirmed an “overweight” rating and issued a $1,500.00 target price on shares of Micron Technology in a report on Thursday, June 25th. Raymond James Financial boosted their price target on shares of Micron Technology from $1,100.00 to $1,500.00 and gave the stock an “outperform” rating in a research note on Thursday, June 25th. Finally, Citigroup increased 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 report on Thursday, June 25th. Four investment 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’s stock. According to MarketBeat, the stock presently has an average rating of “Buy” and a consensus target price of $1,268.93.

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.