694 Shares in Micron Technology, Inc. $MU Purchased by Stevens Capital Partners

Stevens Capital Partners purchased a new stake in shares of Micron Technology, Inc. (NASDAQ:MU) in the 2nd quarter, HoldingsChannel.com reports. The firm purchased 694 shares of the semiconductor manufacturer’s stock, valued at approximately $801,000.

A number of other large investors also recently bought and sold shares of MU. High Note Wealth LLC increased its holdings 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 valued at $25,000 after purchasing an additional 34 shares in the last quarter. Kohmann Bosshard Financial Services LLC purchased a new stake in Micron Technology during the first quarter worth $27,000. Bayban acquired a new stake in Micron Technology during the fourth quarter valued at $29,000. Luken Investment Analytics LLC acquired a new stake in Micron Technology during the fourth quarter valued at $31,000. Finally, WealthCollab LLC increased its holdings in Micron Technology by 4,500.0% in the second quarter. WealthCollab LLC now owns 276 shares of the semiconductor manufacturer’s stock valued at $34,000 after buying an additional 270 shares in the last quarter. 80.84% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

MU has been the subject of a number of analyst reports. UBS Group reiterated a “buy” rating on shares of Micron Technology in a research report on Monday, August 10th. Stifel Nicolaus lifted their price target on Micron Technology from $550.00 to $1,500.00 and gave the company a “buy” rating in a research note on Thursday, June 18th. BMO Capital Markets started coverage on Micron Technology in a report on Friday, August 21st. They issued an “outperform” rating and a $1,300.00 price target for the company. Needham & Company LLC increased their price target on Micron Technology from $1,550.00 to $1,650.00 and gave the stock a “buy” rating in a research report on Thursday, June 25th. Finally, Erste Group Bank upgraded Micron Technology from a “hold” rating to 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-one have issued a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Buy” and an average target price of $1,295.63.

Micron Technology Price Performance

MU stock opened at $932.86 on Friday. Micron Technology, Inc. has a 1 year low of $114.25 and a 1 year high of $1,255.00. The company has a debt-to-equity ratio of 0.05, a current ratio of 3.42 and a quick ratio of 2.98. The firm has a market capitalization of $1.05 trillion, a PE ratio of 21.12 and a beta of 2.18. The business has a 50 day simple moving average of $951.63 and a 200-day simple moving average of $714.71.

Micron Technology (NASDAQ:MU) last announced its quarterly earnings data on Wednesday, June 24th. The semiconductor manufacturer reported $25.11 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 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 was up 345.8% compared to the same quarter last year. During the same quarter last year, the business posted $1.91 earnings per share. Micron Technology has set its Q4 2026 guidance at 30.000-32.000 EPS. Equities research analysts anticipate that Micron Technology, Inc. will post 72.93 earnings per share for the current fiscal year.

Micron Technology Announces Dividend

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

Insider Activity

In related news, CEO Sanjay Mehrotra sold 40,000 shares of the company’s stock in a transaction that occurred on Friday, August 21st. The stock was sold at an average price of $968.90, for a total value of $38,756,000.00. Following the transaction, the chief executive officer directly owned 264,503 shares in the company, valued at approximately $256,276,956.70. This represents a 13.14% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, EVP Sumit Sadana sold 15,000 shares of the firm’s stock in a transaction on Tuesday, August 18th. The stock was sold at an average price of $934.29, for a total value 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. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 177,204 shares of company stock worth $182,156,264. Insiders own 0.24% of the company’s stock.

Key Micron Technology News

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

• Positive Sentiment: AI demand is tightening memory supply. CEO Sanjay Mehrotra said data-center customers want roughly 50% more memory than Micron can currently supply, while Nvidia identified memory availability as a key constraint on AI-system growth. That supports Micron’s pricing power and demand visibility. Micron CEO AI Shift Breaks Traditional Memory Market Cycles
• Positive Sentiment: Nvidia’s purchasing commitments reinforce the bullish outlook. Nvidia reportedly more than doubled memory-related supplier commitments to $279 billion, potentially benefiting Micron as a major supplier. Micron also has approximately $22 billion in strategic commitments, including contracts extending through 2030. Nvidia Just Validated Micron’s Biggest AI Bull Case
• Positive Sentiment: Expansion plans strengthen Micron’s long-term positioning. The company is investing $10 billion in U.S. research labs, launching a $250 million venture fund and expanding its workforce-training infrastructure. President Donald Trump’s praise of Micron as one of the world’s “hottest” companies adds political visibility to the investment. Why Micron Stock Didn’t Get a Leg Up From SK Hynix’s Memory Optimism
• Neutral Sentiment: Analysts and bullish commentators point to surging DRAM and NAND prices, record margins and the possibility that AI demand has made memory cycles less volatile. However, much of this optimism may already be reflected in Micron’s substantial previous gains.
• Negative Sentiment: Profit-taking and valuation concerns are weighing on the shares. Micron has rallied sharply, encouraging investors to lock in gains even after favorable Nvidia news. A softer technology-market backdrop and concerns about potential U.S. chip tariffs are adding pressure. Why Is Micron Stock Falling
• Negative Sentiment: Investors remain concerned that the memory supercycle will eventually become cyclical. Increased industry capacity or new competitors could eventually reduce pricing and margins, while current supply shortages may constrain Nvidia’s shipments in the near term. Micron Stock Has Surged 220 Percent

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.