Nadler Financial Group Inc. Makes New $243,000 Investment in Micron Technology, Inc. $MU

Nadler Financial Group Inc. purchased a new stake in Micron Technology, Inc. (NASDAQ:MU) during the first quarter, according to the company in its most recent filing with the SEC. The firm purchased 720 shares of the semiconductor manufacturer’s stock, valued at approximately $243,000.

Other institutional investors also recently made changes to their positions in the company. Vanguard Group Inc. raised its position in shares of Micron Technology by 1.9% in the 4th quarter. Vanguard Group Inc. now owns 106,608,094 shares of the semiconductor manufacturer’s stock worth $30,427,016,000 after buying an additional 1,954,644 shares during the period. State Street Corp grew its position in Micron Technology by 2.1% during the fourth quarter. State Street Corp now owns 52,749,817 shares of the semiconductor manufacturer’s stock valued at $15,061,310,000 after acquiring an additional 1,090,644 shares during the period. Norges Bank purchased a new stake in Micron Technology during the fourth quarter valued at about $6,433,456,000. Morgan Stanley increased its stake in Micron Technology by 5.1% during the fourth quarter. Morgan Stanley now owns 16,396,655 shares of the semiconductor manufacturer’s stock worth $4,679,771,000 after acquiring an additional 794,289 shares during the last quarter. Finally, Northern Trust Corp increased its stake in Micron Technology by 1.9% during the fourth quarter. Northern Trust Corp now owns 10,654,349 shares of the semiconductor manufacturer’s stock worth $3,040,858,000 after acquiring an additional 194,550 shares during the last quarter. 80.84% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In other news, EVP April S. Arnzen sold 40,000 shares of the business’s stock in a transaction on Wednesday, July 1st. The shares were sold at an average price of $1,083.94, for a total transaction of $43,357,600.00. Following the transaction, the executive vice president directly owned 85,737 shares of the company’s stock, valued at approximately $92,933,763.78. The trade was a 31.81% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Lynn A. Dugle sold 1,300 shares of the company’s stock in a transaction on Tuesday, June 30th. The shares were sold at an average price of $1,150.43, for a total transaction of $1,495,559.00. Following the completion of the transaction, the director owned 17,728 shares of the company’s stock, valued at $20,394,823.04. This trade represents a 6.83% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 163,300 shares of company stock worth $152,667,204 over the last three months. Insiders own 0.24% of the company’s stock.

Micron Technology Trading Down 4.4%

Shares of MU opened at $936.18 on Tuesday. Micron Technology, Inc. has a 12 month low of $103.38 and a 12 month high of $1,255.00. The stock’s 50-day moving average is $931.65 and its two-hundred day moving average is $584.94. 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 stock has a market cap of $1.06 trillion, a PE ratio of 21.19 and a beta of 2.14.

Micron Technology (NASDAQ:MU) last posted its earnings results on Wednesday, June 24th. The semiconductor manufacturer reported $25.11 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $21.39 by $3.72. The business had revenue of $41.46 billion during the quarter, compared to analyst estimates of $35.91 billion. Micron Technology had a return on equity of 71.13% and a net margin of 55.91%.The company’s revenue for the quarter was up 345.8% compared to the same quarter last year. During the same quarter last year, the firm earned $1.91 earnings per share. Micron Technology has set its Q4 2026 guidance at 30.000-32.000 EPS. Equities analysts forecast that Micron Technology, Inc. will post 72.94 earnings per share for the current fiscal year.

Micron Technology Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, July 21st. Shareholders of record on Monday, July 6th will be given a $0.15 dividend. The ex-dividend date of this dividend is Monday, July 6th. This represents a $0.60 annualized dividend and a yield of 0.1%. Micron Technology’s dividend payout ratio (DPR) is 1.36%.

Analyst Upgrades and Downgrades

MU has been the topic of a number of research reports. Stifel Nicolaus raised their price objective on Micron Technology from $550.00 to $1,500.00 and gave the stock a “buy” rating in a report on Thursday, June 18th. Mizuho boosted their target price on Micron Technology from $1,150.00 to $1,375.00 and gave the stock an “outperform” rating in a report on Thursday, June 25th. Citigroup increased their target price on shares of Micron Technology from $1,200.00 to $1,400.00 and gave the stock a “buy” rating in a research report on Thursday, June 25th. Royal Bank Of Canada raised their price target on shares of Micron Technology from $1,200.00 to $1,500.00 and gave the company an “outperform” rating in a report on Thursday, June 25th. Finally, Morgan Stanley lifted their price target on shares of Micron Technology from $1,050.00 to $1,200.00 and gave the company an “overweight” rating in a research report on Thursday, June 25th. Five research analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat.com, Micron Technology has an average rating of “Buy” and an average price target of $1,263.76.

Key Micron Technology News

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

• Positive Sentiment: Micron is still being viewed as a long-term AI winner, with articles highlighting strong demand for DRAM/HBM memory, a persistent supply shortage, and large customer commitments that improve revenue visibility. Micron (MU) Just Put $3 Billion Into GlobalWafers To Secure AI Supply
• Positive Sentiment: Analysts and commentators continue to argue that Micron remains attractively valued after the pullback, pointing to strong growth, buy ratings, and upside potential if AI memory demand stays tight. Micron Offers a Lucrative Investment Opportunity at Current Valuation
• Neutral Sentiment: Several pieces frame Micron as part of a bigger AI-memory cycle, with bullish takes saying the memory market could stay tight for years, but also noting that investors are becoming more cautious after a huge run-up. The SK Hynix IPO and 2027’s AI Memory Squeeze (MU)
• Negative Sentiment: Micron is getting dragged lower in sympathy with SK Hynix and other memory names after a weak outlook from SK Hynix sparked fears that the AI memory rally may be overextended. Micron Stock Drops as Memory Rivals’ Surging Spending Stokes Fears
• Negative Sentiment: Broader market weakness, including a Nasdaq selloff and rising oil-related geopolitical concerns, is adding pressure to chip stocks and weighing on Micron shares. Dow Jones Futures: Nasdaq Sells Off, Oil Prices Spike On Trump Blockade; Micron, Sandisk, SK Hynix, SpaceX Dive

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.