Micron Technology, Inc. $MU Shares Sold by Toth Financial Advisory Corp

Toth Financial Advisory Corp cut its stake in shares of Micron Technology, Inc. (NASDAQ:MU) by 12.0% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 6,055 shares of the semiconductor manufacturer’s stock after selling 822 shares during the quarter. Toth Financial Advisory Corp’s holdings in Micron Technology were worth $6,989,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also made changes to their positions in the company. Ramsey Quantitative Systems bought a new stake in shares of Micron Technology in the 2nd quarter worth approximately $46,000. Signature Resources Capital Management LLC grew its stake in Micron Technology by 1,125.0% during the 2nd quarter. Signature Resources Capital Management LLC now owns 49 shares of the semiconductor manufacturer’s stock worth $57,000 after buying an additional 45 shares during the last quarter. Kohmann Bosshard Financial Services LLC bought a new position in Micron Technology during the 1st quarter worth $27,000. High Note Wealth LLC increased its position in Micron Technology by 65.4% in the fourth quarter. High Note Wealth LLC now owns 86 shares of the semiconductor manufacturer’s stock worth $25,000 after buying an additional 34 shares during the period. Finally, Bayban acquired a new stake in Micron Technology in the fourth quarter worth $29,000. 80.84% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In related news, CAO Scott R. Allen sold 879 shares of Micron Technology stock in a transaction dated Thursday, July 23rd. The stock was sold at an average price of $1,000.00, for a total value of $879,000.00. Following the transaction, the chief accounting officer owned 34,958 shares of the company’s stock, valued at approximately $34,958,000. This trade represents a 2.45% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CEO Sanjay Mehrotra sold 31,285 shares of the business’s stock in a transaction dated Friday, July 24th. The stock was sold at an average price of $926.83, for a total value of $28,995,876.55. Following the sale, the chief executive officer owned 313,218 shares in the company, valued at approximately $290,299,838.94. The trade was a 9.08% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 162,179 shares of company stock valued at $167,811,861. 0.24% of the stock is currently owned by company insiders.

Micron Technology News Summary

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

• Positive Sentiment: New Street upgraded Micron to “Buy” from “Neutral” and set a $1,250 price target, citing the possibility that AI is making memory demand less cyclical. The firm projects a potential $2 trillion-$3 trillion valuation for Micron by the end of the decade. Micron Upgraded to Buy on the Claim Memory Stopped Being Cyclical
• Positive Sentiment: DRAM and NAND prices are tightening again, potentially increasing the earnings impact of Micron’s rapidly expanding data-center business. Analysts are continuing to raise revenue estimates and price targets as AI infrastructure spending supports demand for high-bandwidth memory and storage. Micron Stock Jumps as Memory Pricing Tightens Again
• Positive Sentiment: Micron launched a $250 million Micron Ventures Paradigm Fund to invest across the AI technology stack, including model development, computing infrastructure, enterprise applications and physical AI. The initiative could strengthen partnerships and give Micron earlier insight into future memory and storage requirements. Micron Ventures Launches $250 Million Fund
• Neutral Sentiment: Broader semiconductor strength, record U.S. equity benchmarks and easing rate-hike expectations are supporting risk appetite for memory stocks. Technical analysts also identify approximately $1,012 as an important near-term resistance level. Micron Price Forecast
• Negative Sentiment: Risks remain from rising Chinese competition and execution timing. YMTC has surpassed Micron in NAND shipments, while Micron’s new $9.3 billion fabrication plant is not expected to produce chips until 2028. Michael Burry has also increased bearish positions involving Micron, underscoring concerns about valuation, supply growth and a possible return of memory-cycle volatility.

Micron Technology Price Performance

NASDAQ MU opened at $971.66 on Friday. Micron Technology, Inc. has a 1 year low of $113.46 and a 1 year high of $1,255.00. The business’s fifty day moving average is $965.49 and its two-hundred day moving average is $677.08. The stock has a market capitalization of $1.10 trillion, a P/E ratio of 22.00 and a beta of 2.18. The company has a debt-to-equity ratio of 0.05, a quick ratio of 2.98 and a current ratio of 3.42.

Micron Technology (NASDAQ:MU) last released its quarterly earnings data on Wednesday, June 24th. The semiconductor manufacturer reported $25.11 earnings per share for the quarter, topping the consensus estimate 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 was up 345.8% compared to the same quarter last year. During the same period last year, the company posted $1.91 EPS. Micron Technology has set its Q4 2026 guidance at 30.000-32.000 EPS. On average, research analysts forecast that Micron Technology, Inc. will post 72.93 earnings per share for the current fiscal year.

Micron Technology Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, July 21st. Stockholders of record on Monday, July 6th were issued a dividend of $0.15 per share. This represents a $0.60 annualized dividend and a dividend yield of 0.1%. The ex-dividend date of this dividend was Monday, July 6th. Micron Technology’s dividend payout ratio is currently 1.36%.

Analysts Set New Price Targets

Several brokerages have recently issued reports on MU. KeyCorp reissued an “overweight” rating on shares of Micron Technology in a report on Monday, July 20th. Sanford C. Bernstein set a $1,300.00 price objective on shares of Micron Technology in a report on Monday, June 22nd. Wells Fargo & Company lifted their price objective on shares of Micron Technology from $1,220.00 to $1,525.00 and gave the company an “overweight” rating in a research report on Thursday, June 25th. Melius Research began coverage on shares of Micron Technology in a research note on Monday, April 27th. They set a “buy” rating and a $700.00 target price for the company. Finally, Susquehanna upped their target price on shares of Micron Technology from $1,750.00 to $2,000.00 and gave the stock a “positive” rating in a research report on Thursday, June 25th. Four investment analysts have rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat, Micron Technology presently has an average rating of “Buy” and an average price target of $1,259.97.

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.