Impact Partnership Wealth LLC Makes New Investment in Micron Technology, Inc. $MU

Posted by Tammy Falkenburg on Jan 30th, 2026

Impact Partnership Wealth LLC acquired a new position in shares of Micron Technology, Inc. (NASDAQ:MU – Free Report) in the third quarter, HoldingsChannel.com reports. The institutional investor acquired 10,691 shares of the semiconductor manufacturer’s stock, valued at approximately $1,789,000.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Vanguard Group Inc. boosted its stake in shares of Micron Technology by 1.9% during the second quarter. Vanguard Group Inc. now owns 103,879,662 shares of the semiconductor manufacturer’s stock valued at $12,803,168,000 after acquiring an additional 1,973,294 shares during the last quarter. State Street Corp raised its stake in Micron Technology by 2.7% in the 2nd quarter. State Street Corp now owns 51,373,591 shares of the semiconductor manufacturer’s stock valued at $6,331,795,000 after purchasing an additional 1,349,713 shares during the last quarter. Geode Capital Management LLC lifted its holdings in Micron Technology by 1.2% in the 2nd quarter. Geode Capital Management LLC now owns 25,690,491 shares of the semiconductor manufacturer’s stock valued at $3,152,974,000 after purchasing an additional 314,489 shares in the last quarter. Norges Bank purchased a new position in Micron Technology in the 2nd quarter valued at about $1,980,700,000. Finally, Invesco Ltd. boosted its stake in shares of Micron Technology by 3.2% during the 2nd quarter. Invesco Ltd. now owns 8,913,450 shares of the semiconductor manufacturer’s stock worth $1,098,583,000 after purchasing an additional 277,507 shares during the last quarter. Hedge funds and other institutional investors own 80.84% of the company’s stock.

Micron Technology Price Performance

Shares of Micron Technology stock opened at $435.79 on Friday. The business’s fifty day moving average price is $297.17 and its 200 day moving average price is $209.04. Micron Technology, Inc. has a twelve month low of $61.54 and a twelve month high of $444.71. The company has a current ratio of 2.46, a quick ratio of 1.78 and a debt-to-equity ratio of 0.19. The stock has a market capitalization of $490.49 billion, a P/E ratio of 41.42 and a beta of 1.50.

Micron Technology (NASDAQ:MU – Get Free Report) last released its quarterly earnings data on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 EPS for the quarter, topping analysts’ consensus estimates of $3.77 by $1.01. Micron Technology had a return on equity of 22.71% and a net margin of 28.15%.The company had revenue of $13.64 billion for the quarter, compared to the consensus estimate of $12.62 billion. During the same period last year, the business posted $1.79 EPS. The company’s quarterly revenue was up 56.7% compared to the same quarter last year. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. As a group, research analysts anticipate that Micron Technology, Inc. will post 6.08 earnings per share for the current year.

Micron Technology Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, January 14th. Stockholders of record on Monday, December 29th were given a $0.115 dividend. The ex-dividend date of this dividend was Monday, December 29th. This represents a $0.46 annualized dividend and a dividend yield of 0.1%. Micron Technology’s dividend payout ratio is presently 4.37%.

Insiders Place Their Bets

In other Micron Technology news, Director Teyin M. Liu purchased 11,600 shares of the firm’s stock in a transaction that occurred on Tuesday, January 13th. The stock was purchased at an average cost of $337.07 per share, with a total value of $3,910,012.00. Following the transaction, the director owned 14,310 shares in the company, valued at approximately $4,823,471.70. This trade represents a 428.04% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Manish H. Bhatia sold 26,623 shares of the stock in a transaction on Thursday, January 22nd. The shares were sold at an average price of $391.04, for a total value of $10,410,657.92. Following the completion of the sale, the executive vice president owned 323,486 shares of the company’s stock, valued at approximately $126,495,965.44. This represents a 7.60% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have bought 23,200 shares of company stock worth $7,821,723 and have sold 61,123 shares worth $19,547,151. 0.24% of the stock is currently owned by insiders.

Micron Technology News Roundup

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

Positive Sentiment: Analyst and market bulls argue the memory market has structurally shifted due to AI, extending supply tightness into 2027–2028 and supporting sustained HBM pricing and margins — a core bullish thesis for MU. Why This Micron Rally Holds
Positive Sentiment: Micron’s CEO remains bullish on AI infrastructure demand and sees no near-term easing — management tone supports the view that revenue and margins can stay elevated. Think Micron Technology’s Stock May Have Peaked? This Is Why Its CEO Remains Bullish.
Positive Sentiment: Samsung’s earnings commentary signaled a “golden era” for memory chips, reinforcing sector-wide optimism that benefits Micron as a top competitor. Sector confirmation from Samsung supports upside expectations for MU. Micron Stock Pops. Samsung Signals ‘Golden Era’ for Memory Chips.
Positive Sentiment: Micron broke ground on a massive expansion in Singapore (about $24B over 10 years) to boost NAND capacity — a long-term growth and capacity play tied directly to AI/data-center demand. Micron (MU) Expands Manufacturing Footprint as AI Drives Long-Term Memory Demand
Positive Sentiment: Analyst upgrades and price-target increases pushed MU to a new 12?month high, reinforcing momentum trading and attracting fresh institutional interest. Micron Technology (NASDAQ:MU) Reaches New 12-Month High Following Analyst Upgrade
Positive Sentiment: Multiple write-ups highlight AI-driven demand supporting Micron’s margin expansion — this is a key earnings catalyst investors are paying for. AI-Driven Demand Supports Micron Technology’s (MU) Margin Expansion
Neutral Sentiment: Heavy put-option activity has been noted after a rapid run-up; this can indicate hedging/speculation rather than conviction and may increase near-term volatility. Unusual Put Options Activity In Micron Technology After MU Stock Doubles In 2 Months
Negative Sentiment: At least one bearish analyst argues that after a big rally (from low levels), MU may be vulnerable to a pullback — a reminder that profit-taking and cyclical risk remain. Micron: I Was Bullish At $89, But At $400, It’s Time To Sell Before A Potential Bust Cycle
Negative Sentiment: An insider (Manish Bhatia) sold ~26.6k shares recently — worth watching, though insider sales are not uncommon after strong run-ups. Manish Bhatia Sells 26,623 Shares of Micron Technology (NASDAQ:MU) Stock

Analysts Set New Price Targets

Several brokerages recently issued reports on MU. Hsbc Global Res raised shares of Micron Technology to a “strong-buy” rating in a research note on Friday, January 23rd. Morgan Stanley raised their price objective on Micron Technology from $338.00 to $350.00 and gave the stock an “overweight” rating in a report on Thursday, December 18th. William Blair began coverage on Micron Technology in a research note on Thursday, January 22nd. They issued an “outperform” rating for the company. Susquehanna increased their target price on Micron Technology from $200.00 to $300.00 and gave the stock a “positive” rating in a research report on Monday, December 8th. Finally, Sanford C. Bernstein raised their price target on Micron Technology from $270.00 to $330.00 and gave the stock an “outperform” rating in a research note on Friday, January 2nd. Five 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. According to data from MarketBeat, Micron Technology currently has a consensus rating of “Buy” and an average target price of $349.76.

Get Our Latest Research Report on Micron Technology

About Micron Technology

(Free Report)

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.