Insight Advisors LLC PA Raises Stock Holdings in Micron Technology, Inc. $MU

Insight Advisors LLC PA lifted its stake in shares of Micron Technology, Inc. (NASDAQ:MU) by 23.1% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 3,065 shares of the semiconductor manufacturer’s stock after acquiring an additional 576 shares during the period. Micron Technology accounts for approximately 0.6% of Insight Advisors LLC PA’s portfolio, making the stock its 22nd biggest holding. Insight Advisors LLC PA’s holdings in Micron Technology were worth $3,538,000 at the end of the most recent reporting period.

Several other institutional investors have also recently added to or reduced their stakes in MU. High Note Wealth LLC boosted its stake in shares of Micron Technology by 65.4% during the 4th quarter. High Note Wealth LLC now owns 86 shares of the semiconductor manufacturer’s stock worth $25,000 after purchasing an additional 34 shares during the last quarter. Kohmann Bosshard Financial Services LLC acquired a new position in shares of Micron Technology in the first quarter valued at approximately $27,000. Bayban acquired a new position in shares of Micron Technology in the fourth quarter valued at approximately $29,000. Joseph Group Capital Management acquired a new position in shares of Micron Technology in the fourth quarter valued at approximately $31,000. Finally, Luken Investment Analytics LLC purchased a new position in shares of Micron Technology during the fourth quarter valued at approximately $31,000. Institutional investors and hedge funds own 80.84% of the company’s stock.

Micron Technology Trading Up 2.5%

Shares of MU opened at $932.97 on Wednesday. The company has a current ratio of 3.42, a quick ratio of 2.98 and a debt-to-equity ratio of 0.05. The firm has a market capitalization of $1.05 trillion, a P/E ratio of 21.12 and a beta of 2.18. The stock’s fifty day simple moving average is $961.71 and its 200 day simple moving average is $705.45. Micron Technology, Inc. has a twelve month low of $114.25 and a twelve 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 analysts’ consensus estimates of $21.39 by $3.72. Micron Technology had a return on equity of 71.13% and a net margin of 55.91%.The firm had revenue of $41.46 billion for the quarter, compared to analysts’ expectations of $35.91 billion. During the same quarter last year, the firm earned $1.91 earnings per share. The firm’s revenue for the quarter 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 research analysts forecast that Micron Technology, Inc. will post 72.93 earnings per share for the current year.

Micron Technology Announces Dividend

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

Analyst Upgrades and Downgrades

MU has been the subject of several recent analyst reports. TD Cowen reaffirmed a “buy” rating on shares of Micron Technology in a research note on Friday, July 10th. Susquehanna increased their price target on Micron Technology from $1,750.00 to $2,000.00 and gave the stock a “positive” rating in a research note on Thursday, June 25th. Wells Fargo & Company raised their price objective on Micron Technology from $1,220.00 to $1,525.00 and gave the stock an “overweight” rating in a report on Thursday, June 25th. New Street Research raised Micron Technology from a “neutral” rating to a “buy” rating and set a $1,250.00 price objective for the company in a research report on Friday, August 14th. Finally, Cantor Fitzgerald reiterated an “overweight” rating and issued a $1,500.00 target price on shares of Micron Technology in a research note on Thursday, June 25th. Four research analysts have rated the stock with a Strong Buy rating, thirty-two have given a Buy rating and three have given a Hold rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Buy” and a consensus price target of $1,258.84.

Micron Technology News Summary

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

• Positive Sentiment: Memory prices are expected to rise substantially this quarter, with some reports pointing to increases of as much as 50%. A shortage of DRAM and high-bandwidth memory (HBM), driven by AI data-center demand, supports Micron’s pricing power and margins. Why Micron Will Miss Out on a 50% Rise in Memory Prices
• Positive Sentiment: Analyst sentiment remains bullish. BMO initiated coverage with an “outperform” rating and a $1,300 target, while Mizuho retained “outperform” after reducing its target from $1,375 to $1,300. The target reductions temper enthusiasm slightly, but still imply substantial upside from the reference price. Finance giant sets aggressive Micron stock target after earnings
• Positive Sentiment: Commentary continues to support the long-term AI memory thesis. Micron’s recent quarterly results showed revenue of approximately $41.5 billion, up more than 345% year over year, while long-term supply agreements provide demand visibility amid constrained capacity. Micron Technology Stock Opinions on Q3 Earnings and AI Demand Strength
• Neutral Sentiment: Micron opened a 60,000-square-foot Boise training center and expanded its apprenticeship pipeline, supporting the workforce needed for its planned U.S. manufacturing expansion. The initiative is strategically positive but unlikely to materially affect near-term earnings. Micron Opens State-of-the-Art Training Center
• Negative Sentiment: Investors remain concerned that Micron’s long-term contracts could limit its ability to fully capture a potential memory-price surge. The stock has also experienced a large rally, increasing valuation and profit-taking risks. Micron’s Long-Term Contracts Cap Memory-Boom Upside
• Negative Sentiment: Competitive and sector risks remain: reports that Apple could source memory from Chinese suppliers, a potential IPO by Chinese rival YMTC and broad semiconductor weakness pressured MU recently. Micron insiders have also reported selling shares without purchases, a potential confidence signal that investors may monitor. Why Are Micron, SK Hynix and SanDisk Stocks Falling?

Insider Buying and Selling at Micron Technology

In related news, Director Lynn A. Dugle sold 1,300 shares of the 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 transaction of $1,495,559.00. Following the completion of the sale, the director owned 17,728 shares of the company’s stock, valued at approximately $20,394,823.04. This represents a 6.83% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Sumit Sadana sold 15,000 shares of the stock in a transaction that occurred on Tuesday, August 18th. The stock was sold at an average price of $934.29, for a total transaction of $14,014,350.00. Following the sale, the executive vice president directly owned 191,021 shares of the company’s stock, valued at approximately $178,469,010.09. This trade represents a 7.28% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 217,179 shares of company stock worth $220,582,211. Company insiders own 0.24% of the company’s stock.

Micron Technology Company 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.