Montag A & Associates Inc. Sells 16,116 Shares of Micron Technology, Inc. $MU

Montag A & Associates Inc. lowered its position in Micron Technology, Inc. (NASDAQ:MU) by 48.6% during the 4th quarter, HoldingsChannel reports. The firm owned 17,071 shares of the semiconductor manufacturer’s stock after selling 16,116 shares during the period. Montag A & Associates Inc.’s holdings in Micron Technology were worth $4,874,000 at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in the company. CENTRAL TRUST Co increased its holdings in shares of Micron Technology by 6.8% in the fourth quarter. CENTRAL TRUST Co now owns 3,098 shares of the semiconductor manufacturer’s stock worth $884,000 after purchasing an additional 197 shares during the period. Core Alternative Capital increased its holdings in shares of Micron Technology by 2,166.7% in the fourth quarter. Core Alternative Capital now owns 952 shares of the semiconductor manufacturer’s stock worth $272,000 after purchasing an additional 910 shares during the period. PKO Investment Management Joint Stock Co increased its holdings in shares of Micron Technology by 30.0% in the fourth quarter. PKO Investment Management Joint Stock Co now owns 39,000 shares of the semiconductor manufacturer’s stock worth $11,131,000 after purchasing an additional 9,000 shares during the period. Souders Financial Advisors increased its holdings in shares of Micron Technology by 0.9% in the fourth quarter. Souders Financial Advisors now owns 3,381 shares of the semiconductor manufacturer’s stock worth $965,000 after purchasing an additional 31 shares during the period. Finally, Pittenger & Anderson Inc. increased its holdings in shares of Micron Technology by 2.8% in the fourth quarter. Pittenger & Anderson Inc. now owns 8,849 shares of the semiconductor manufacturer’s stock worth $2,526,000 after purchasing an additional 237 shares during the period. Institutional investors own 80.84% of the company’s stock.

Analyst Ratings Changes

Several research analysts have recently weighed in on MU shares. Bank of America upped their price target on shares of Micron Technology from $400.00 to $500.00 and gave the stock a “buy” rating in a report on Thursday, March 19th. Wedbush upped their price target on shares of Micron Technology from $320.00 to $500.00 and gave the stock an “outperform” rating in a report on Friday, March 13th. Susquehanna upped their price target on shares of Micron Technology from $345.00 to $525.00 and gave the stock a “positive” rating in a report on Monday, March 9th. Royal Bank Of Canada upped their price target on shares of Micron Technology from $425.00 to $525.00 and gave the stock an “outperform” rating in a report on Monday, March 16th. Finally, Erste Group Bank cut shares of Micron Technology from a “buy” rating to a “hold” rating in a report on Thursday, April 2nd. Five investment analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and four have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Buy” and a consensus target price of $478.24.

Trending Headlines about Micron Technology

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

• Positive Sentiment: Big cloud and AI customers (Meta, Microsoft, Amazon) signaled rising memory prices and bigger AI capex — a direct revenue and pricing tailwind for Micron’s memory business. Why Is Micron Technology Stock Up On Friday?
• Positive Sentiment: Top?end memory (HBM) demand tied to agentic AI and inference workloads is intensifying; industry writeups highlight structural need for faster, larger memory — a long?term market opportunity for Micron’s HBM products. The AI Gold Rush Just Hit a New Layer: Here’s Why Sandisk Is Printing Money
• Positive Sentiment: Analyst bullishness is rising — multiple outlets report steep price targets (notably DA Davidson’s $1,000 call) and broader Wall Street upgrades, which support momentum and investor conviction. Micron (MU) Stock Soars as DA Davidson Sets Bold $1,000 Target Amid AI Memory Boom
• Positive Sentiment: Earnings/outlook commentary and inclusion on screens highlighting earnings growth (Zacks, other coverage) reinforce the case that fundamentals and price momentum are aligned. Earnings Growth & Price Strength Make Micron (MU) a Stock to Watch
• Neutral Sentiment: New analyst coverage at smaller shops (Melius) and sector reports (Rambus piece on memory/IP/product shifts) add context but are secondary to large?customer demand signals. Micron Technology (NASDAQ:MU) Research Coverage Started at Melius Research
• Negative Sentiment: Valuation and momentum risk: several articles warn the stock has run up quickly and may be pricing in a substantial “memory supercycle,” raising pullback risk and making timing and valuation important considerations. A Look At Micron Technology (MU) Valuation After Its Recent Share Price Surge
• Negative Sentiment: Market volatility warnings: analysts and commentators note that semiconductor rallies can reverse sharply, so short?term traders face elevated risk despite strong headlines. The Semiconductor Pop Was Violent — the Pullback Could Be Too

Insiders Place Their Bets

In related news, EVP April S. Arnzen sold 40,000 shares of Micron Technology stock in a transaction on Wednesday, April 1st. The shares were sold at an average price of $347.39, for a total value of $13,895,600.00. Following the transaction, the executive vice president owned 125,737 shares in the company, valued at $43,679,776.43. This trade represents a 24.13% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Sumit Sadana sold 25,000 shares of Micron Technology stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $429.89, for a total transaction of $10,747,250.00. Following the completion of the transaction, the executive vice president owned 248,021 shares in the company, valued at approximately $106,621,747.69. The trade was a 9.16% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 89,000 shares of company stock worth $34,755,250. 0.24% of the stock is owned by corporate insiders.

Micron Technology Stock Performance

Micron Technology stock opened at $542.21 on Friday. The stock has a market cap of $611.47 billion, a P/E ratio of 25.60 and a beta of 1.91. The firm’s fifty day moving average price is $422.13 and its 200-day moving average price is $337.46. Micron Technology, Inc. has a fifty-two week low of $78.54 and a fifty-two week high of $545.91. The company has a debt-to-equity ratio of 0.13, a quick ratio of 2.32 and a current ratio of 2.90.

Micron Technology Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, April 15th. Investors of record on Monday, March 30th were given a $0.15 dividend. This represents a $0.60 dividend on an annualized basis and a yield of 0.1%. The ex-dividend date was Monday, March 30th. This is a boost from Micron Technology’s previous quarterly dividend of $0.12. Micron Technology’s dividend payout ratio is 2.83%.

Micron Technology 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.