Three Seasons Wealth LLC Takes $489,000 Position in Micron Technology, Inc. $MU

Three Seasons Wealth LLC bought a new position in shares of Micron Technology, Inc. (NASDAQ:MU) during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm bought 2,922 shares of the semiconductor manufacturer’s stock, valued at approximately $489,000.

Other institutional investors have also added to or reduced their stakes in the company. Everpar Advisors LLC acquired a new stake in shares of Micron Technology during the third quarter worth $320,000. Worth Asset Management LLC bought a new position in Micron Technology during the third quarter worth about $2,054,000. Perigon Wealth Management LLC raised its stake in Micron Technology by 8.9% in the 3rd quarter. Perigon Wealth Management LLC now owns 39,716 shares of the semiconductor manufacturer’s stock worth $6,645,000 after purchasing an additional 3,262 shares in the last quarter. Sapient Capital LLC grew its position in shares of Micron Technology by 6.5% during the 3rd quarter. Sapient Capital LLC now owns 6,544 shares of the semiconductor manufacturer’s stock worth $1,073,000 after purchasing an additional 401 shares in the last quarter. Finally, Mayflower Financial Advisors LLC grew its position in shares of Micron Technology by 2.2% during the 3rd quarter. Mayflower Financial Advisors LLC now owns 3,937 shares of the semiconductor manufacturer’s stock worth $659,000 after purchasing an additional 85 shares in the last quarter. 80.84% of the stock is currently owned by institutional investors.

More Micron Technology News

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

• Positive Sentiment: Q1 FY2026 results and guidance surprised to the upside (revenue, EPS, record free cash flow) and management signaled continued AI / HBM demand and accelerating momentum — this is the core bullish engine behind recent price strength and analyst upgrades. Read More.
• Positive Sentiment: Shares extended a record?high streak (multiday highs) as traders bought the earnings narrative and AI memory tailwinds; that momentum lifted MU into many “top stock” and “start strong” lists for 2026. Read More.
• Positive Sentiment: Brokerage and media pieces highlighting Micron as a key beneficiary of the AI/memory supercycle (and as a hardware pick ahead of a gadget/AI boom) are supporting buying interest and raised price targets. Read More.
• Neutral Sentiment: Industry roundup articles list MU among undervalued/strong hardware names to watch for 2026; useful for longer?term positioning but less likely to move intraday volume materially. Read More.
• Neutral Sentiment: Similar thematic pieces group MU with other hardware/AI winners for 2026; these reinforce narrative exposure to AI memory demand but are broader market commentary rather than company?specific catalysts. Read More.
• Neutral Sentiment: Consumer pieces on monetizing MU shares (covered income strategies) reflect retail interest and higher retail participation after the run, but these are tactical/derivative stories rather than fundamental drivers. Read More.
• Negative Sentiment: A company director recently sold about $1.32M of MU stock — a potential trigger for short?term profit taking and an item some investors watch as a cautionary signal (though size is modest vs. market cap). Read More.

Insider Transactions at Micron Technology

In other Micron Technology news, EVP Scott J. Deboer sold 82,000 shares of the business’s stock in a transaction on Monday, October 27th. The shares were sold at an average price of $222.81, for a total transaction of $18,270,420.00. Following the sale, the executive vice president owned 154,145 shares of the company’s stock, valued at approximately $34,345,047.45. The trade was a 34.72% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, EVP April S. Arnzen sold 15,000 shares of the company’s stock in a transaction on Monday, December 22nd. The stock was sold at an average price of $277.09, for a total transaction of $4,156,350.00. Following the transaction, the executive vice president owned 165,618 shares of the company’s stock, valued at $45,891,091.62. This trade represents a 8.30% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 384,300 shares of company stock valued at $83,974,468. Corporate insiders own 0.24% of the company’s stock.

Analysts Set New Price Targets

Several equities research analysts recently issued reports on MU shares. BNP Paribas Exane upgraded Micron Technology from an “underperform” rating to an “outperform” rating and set a $270.00 price target for the company in a research note on Monday, October 13th. Summit Insights raised Micron Technology to a “strong-buy” rating in a report on Tuesday, September 23rd. Wall Street Zen raised Micron Technology from a “buy” rating to a “strong-buy” rating in a report on Sunday, November 23rd. The Goldman Sachs Group raised their price target on Micron Technology from $205.00 to $235.00 and gave the stock a “neutral” rating in a research report on Thursday, December 18th. Finally, HSBC initiated coverage on Micron Technology in a research note on Tuesday, December 9th. They issued a “buy” rating and a $330.00 price target for the company. Five research analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and three have issued a Hold rating to the company’s stock. According to MarketBeat, Micron Technology presently has a consensus rating of “Buy” and an average price target of $282.61.

Micron Technology Price Performance

Shares of MU stock opened at $284.79 on Monday. The business has a fifty day simple moving average of $237.05 and a 200 day simple moving average of $171.48. The company has a market cap of $320.53 billion, a P/E ratio of 27.07, a P/E/G ratio of 0.18 and a beta of 1.54. The company has a quick ratio of 1.78, a current ratio of 2.46 and a debt-to-equity ratio of 0.19. Micron Technology, Inc. has a twelve month low of $61.54 and a twelve month high of $290.87.

Micron Technology (NASDAQ:MU) last released its earnings results on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.77 by $1.01. The firm had revenue of $13.64 billion for the quarter, compared to analysts’ expectations of $12.62 billion. Micron Technology had a return on equity of 22.71% and a net margin of 28.15%.The business’s revenue for the quarter was up 56.7% on a year-over-year basis. During the same quarter in the previous year, the business posted $1.79 earnings per share. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. On average, sell-side analysts forecast that Micron Technology, Inc. will post 6.08 EPS for the current fiscal year.

Micron Technology Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, January 14th. Investors of record on Monday, December 29th will be paid a $0.115 dividend. The ex-dividend date of this dividend is Monday, December 29th. This represents a $0.46 annualized dividend and a yield of 0.2%. Micron Technology’s dividend payout ratio is presently 4.37%.

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.