Nikulski Financial Inc. Sells 1,405 Shares of Micron Technology, Inc. $MU

Nikulski Financial Inc. lowered its position in shares of Micron Technology, Inc. (NASDAQ:MU) by 49.3% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,445 shares of the semiconductor manufacturer’s stock after selling 1,405 shares during the period. Nikulski Financial Inc.’s holdings in Micron Technology were worth $412,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds have also recently modified their holdings of MU. REAP Financial Group LLC purchased a new stake in shares of Micron Technology during the third quarter valued at $25,000. Barnes Dennig Private Wealth Management LLC bought a new stake in shares of Micron Technology in the third quarter worth approximately $27,000. Elevation Wealth Partners LLC raised its holdings in shares of Micron Technology by 295.8% during the fourth quarter. Elevation Wealth Partners LLC now owns 95 shares of the semiconductor manufacturer’s stock valued at $27,000 after purchasing an additional 71 shares during the last quarter. Howard Hughes Medical Institute purchased a new position in shares of Micron Technology during the second quarter valued at approximately $30,000. Finally, Cullen Frost Bankers Inc. lifted its position in Micron Technology by 79.3% during the third quarter. Cullen Frost Bankers Inc. now owns 199 shares of the semiconductor manufacturer’s stock valued at $33,000 after purchasing an additional 88 shares during the period. Hedge funds and other institutional investors own 80.84% of the company’s stock.

Micron Technology Price Performance

Shares of NASDAQ:MU opened at $367.85 on Thursday. The firm’s 50 day simple moving average is $404.40 and its two-hundred day simple moving average is $297.01. The company has a debt-to-equity ratio of 0.13, a current ratio of 2.90 and a quick ratio of 2.32. The company has a market capitalization of $414.84 billion, a P/E ratio of 17.37 and a beta of 1.60. Micron Technology, Inc. has a 1-year low of $61.54 and a 1-year high of $471.34.

Micron Technology Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, April 15th. Shareholders of record on Monday, March 30th will be issued a dividend of $0.15 per share. This is a boost from Micron Technology’s previous quarterly dividend of $0.12. This represents a $0.60 dividend on an annualized basis and a yield of 0.2%. The ex-dividend date of this dividend is Monday, March 30th. Micron Technology’s payout ratio is 2.83%.

Analysts Set New Price Targets

A number of brokerages have weighed in on MU. Raymond James Financial boosted their target price on shares of Micron Technology from $190.00 to $310.00 and gave the company an “outperform” rating in a research note on Thursday, December 18th. Mizuho raised their target price on Micron Technology from $480.00 to $530.00 and gave the stock an “outperform” rating in a research report on Thursday, March 19th. JPMorgan Chase & Co. upped their price target on shares of Micron Technology from $350.00 to $550.00 and gave the company an “overweight” rating in a research report on Thursday, March 19th. Itau BBA Securities reiterated an “outperform” rating on shares of Micron Technology in a research note on Thursday, December 18th. Finally, Sanford C. Bernstein lifted their price target on shares of Micron Technology from $330.00 to $510.00 and gave the stock an “outperform” rating in a research note on Wednesday, March 18th. Five equities research analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and three have given a Hold rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Buy” and a consensus target price of $463.71.

Insiders Place Their Bets

In related news, CAO Scott R. Allen sold 2,000 shares of the stock in a transaction dated Tuesday, January 6th. The stock was sold at an average price of $337.50, for a total transaction of $675,000.00. Following the completion of the sale, the chief accounting officer owned 38,237 shares in the company, valued at approximately $12,904,987.50. This trade represents a 4.97% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, EVP Manish H. Bhatia sold 26,623 shares of the stock in a transaction that occurred on Thursday, January 22nd. The shares were sold at an average price of $391.04, for a total transaction of $10,410,657.92. Following the sale, the executive vice president directly owned 323,486 shares of the company’s stock, valued at approximately $126,495,965.44. This trade represents a 7.60% 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 bought 23,200 shares of company stock worth $7,821,723 and have sold 53,623 shares worth $21,832,908. 0.24% of the stock is owned by corporate insiders.

Key Stories Impacting Micron Technology

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

• Positive Sentiment: Top Wall Street analyst calls MU a “Top Pick” and highlights multi?year AI upside, helping lift investor confidence and spark buying interest. Top Analyst Calls Micron Stock (MU) a “Top Pick,” Sees Multi-Year AI Upside
• Positive Sentiment: Micron reported blockbuster fiscal Q2 results (record revenue) and strong guidance that underscore robust AI memory demand and margin expansion — a tangible earnings catalyst supporting higher share prices. Micron: The Selloff Didn’t Break The Setup
• Positive Sentiment: Analysts and trade write?ups point to tight HBM (high?bandwidth memory) supply and rising pricing power from AI data center demand — a structural revenue tailwind that investors are rewarding. Up 15%+ in Q1: 2 AI Stocks Still Flashing “Strong Buy” for Q2
• Positive Sentiment: Heavy intraday buying pushed Micron toward a large one?day market?cap gain, signalling broad, momentum?driven flows into the name. Micron’s stock is seeing its biggest gain in a year, en route to a record market-cap boost
• Neutral Sentiment: Micron completed cash tender offers for certain senior notes (debt retirements), a capital?structure action that reduces leverage but has limited immediate earnings impact. Micron Announces the Expiration of the Cash Tender Offers
• Neutral Sentiment: Citi trimmed its price target (from $510 to $425) but kept a Buy rating — a mixed signal that can temper upside while leaving institutional endorsement intact. Wall Street Tells Investors Its Less Excited About Micron Stock
• Negative Sentiment: Some analysts warn that elevated 2026–2027 capex guidance could compress free cash flow despite booming revenue, creating valuation and timing risks for returns to investors. Micron: Great Businesses Can Be Bad Trades (Rating Downgrade)
• Negative Sentiment: Concerns about AI memory?efficiency tools (e.g., Google’s TurboQuant / DeepSeek variants) sparked a prior sell?off and remain a headline risk if they materially reduce memory demand forecasts. Does Google’s New TurboQuant Technology Mean the Party’s Over for Micron?

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.