Americana Partners LLC Purchases 14,464 Shares of Micron Technology, Inc. $MU

Americana Partners LLC increased its holdings in Micron Technology, Inc. (NASDAQ:MU) by 200.1% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 21,691 shares of the semiconductor manufacturer’s stock after buying an additional 14,464 shares during the quarter. Americana Partners LLC’s holdings in Micron Technology were worth $23,103,000 at the end of the most recent reporting period.

A number of other institutional investors also recently bought and sold shares of MU. Aprio Wealth Management LLC boosted its holdings in shares of Micron Technology by 1.7% in the 3rd quarter. Aprio Wealth Management LLC now owns 10,222 shares of the semiconductor manufacturer’s stock valued at $10,887,000 after acquiring an additional 174 shares during the last quarter. Modera Wealth Management LLC lifted its position in Micron Technology by 2.8% during the third quarter. Modera Wealth Management LLC now owns 4,157 shares of the semiconductor manufacturer’s stock valued at $4,428,000 after purchasing an additional 114 shares during the period. Greenup Street Wealth Management LLC lifted its position in Micron Technology by 83.3% during the third quarter. Greenup Street Wealth Management LLC now owns 528 shares of the semiconductor manufacturer’s stock valued at $563,000 after purchasing an additional 240 shares during the period. Petros Family Wealth LLC boosted its holdings in Micron Technology by 73.7% in the third quarter. Petros Family Wealth LLC now owns 1,023 shares of the semiconductor manufacturer’s stock valued at $1,090,000 after purchasing an additional 434 shares during the last quarter. Finally, Arta Finance Wealth Management LLC boosted its holdings in Micron Technology by 3.5% in the third quarter. Arta Finance Wealth Management LLC now owns 597 shares of the semiconductor manufacturer’s stock valued at $636,000 after purchasing an additional 20 shares during the last quarter. 80.84% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other Micron Technology news, insider Scott J. Deboer sold 28,545 shares of the business’s stock in a transaction that occurred on Friday, October 16th. The stock was sold at an average price of $900.00, for a total transaction of $25,690,500.00. Following the completion of the sale, the insider directly owned 147,430 shares in the company, valued at approximately $132,687,000. The trade was a 16.22% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Sanjay Mehrotra sold 40,000 shares of the business’s stock in a transaction that occurred on Friday, August 21st. The stock was sold at an average price of $968.90, for a total value of $38,756,000.00. Following the sale, the chief executive officer owned 264,503 shares of the company’s stock, valued at approximately $256,276,956.70. This trade represents a 13.14% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 83,545 shares of company stock worth $78,460,850 in the last 90 days. Insiders own 0.24% of the company’s stock.

Micron Technology Trading Down 5.3%

Shares of NASDAQ:MU opened at $884.74 on Friday. Micron Technology, Inc. has a 1 year low of $192.59 and a 1 year high of $1,255.00. The firm has a market capitalization of $1.00 trillion, a price-to-earnings ratio of 12.49, a price-to-earnings-growth ratio of 0.16 and a beta of 2.22. The company has a debt-to-equity ratio of 0.03, a current ratio of 3.31 and a quick ratio of 2.94. The business’s 50 day moving average price is $978.68 and its 200-day moving average price is $744.52.

Micron Technology (NASDAQ:MU) last issued its quarterly earnings results on Wednesday, September 30th. The semiconductor manufacturer reported $33.42 EPS for the quarter, topping the consensus estimate of $31.77 by $1.65. The company had revenue of $54.23 billion during the quarter, compared to analyst estimates of $51.33 billion. Micron Technology had a net margin of 63.80% and a return on equity of 92.62%. The firm’s revenue was up 379.1% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $3.03 EPS. Micron Technology has set its Q1 2027 guidance at 37.150-39.150 EPS. On average, equities research analysts forecast that Micron Technology, Inc. will post 177.03 earnings per share for the current fiscal year.

Micron Technology Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, October 29th. Investors of record on Wednesday, October 14th were given 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 was Wednesday, October 14th. Micron Technology’s dividend payout ratio is 0.81%.

Key Stories Impacting Micron Technology

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

• Positive Sentiment: Memory demand remains exceptionally strong. SK Hynix said its available memory capacity is effectively sold out through 2029, supporting expectations for sustained pricing power in DRAM, NAND and high-bandwidth memory (HBM)—markets in which Micron is a major supplier. SK Hynix Just Delivered Fantastic News for Micron
• Positive Sentiment: Several analysts remain bullish, arguing that Micron’s supply is unlikely to catch up with demand before fiscal 2028 and that HBM prices could rise significantly in 2027. Reports also cite customer agreements that have locked in much of next year’s shipments, potentially supporting record earnings and visibility. Micron Stock: Why I’m Buying, Not Panicking
• Positive Sentiment: Attractive projected earnings growth and a low forward valuation are encouraging some investors to view the recent weakness as a buying opportunity. Micron is also receiving attention as an AI beneficiary, while its inclusion among major S&P 500 ETF holdings can support recurring institutional demand. Think You Missed Out on Micron’s Run? Think Again.
• Neutral Sentiment: Micron’s investment case remains highly dependent on continued AI infrastructure spending. Articles present the company as potentially resilient if AI budgets slow, but also warn that memory stocks could be among the more exposed semiconductor businesses if customers reduce or delay data-center investment. If AI Spending Slows in 2027, These Semiconductor Stocks Could Hold Up Best
• Negative Sentiment: The immediate pressure came from a wider technology and semiconductor selloff following disappointing results from Amazon and Intel. Weakness in Alphabet and Samsung also reduced risk appetite and caused investors to reassess elevated expectations for memory stocks. Why are Micron, SK Hynix and SanDisk stocks falling on Friday?
• Negative Sentiment: SanDisk’s strong earnings and raised outlook failed to prevent a sharp decline in memory shares, highlighting profit-taking and valuation concerns. Meanwhile, China’s CXMT reported a 613% revenue increase, signaling a growing competitive threat to established suppliers such as Micron over time. CXMT posts 613% jump in revenue as Micron, SanDisk shares tumble

Wall Street Analyst Weigh In

Several equities research analysts have weighed in on MU shares. William Blair set a $1,300.00 price target on Micron Technology in a research report on Thursday, October 1st. The Goldman Sachs Group set a $1,250.00 target price on Micron Technology in a research note on Thursday, October 1st. New Street Research raised Micron Technology from a “neutral” rating to a “buy” rating and raised their target price for the stock from $470.00 to $1,250.00 in a report on Friday, August 14th. Royal Bank Of Canada reiterated an “outperform” rating and set a $1,500.00 price target on shares of Micron Technology in a research report on Thursday, October 1st. Finally, President Capital boosted their target price on shares of Micron Technology to $1,500.00 and gave the company a “buy” rating in a research note on Friday, July 17th. One investment analyst has rated the stock with a Strong Buy rating, forty-one have assigned a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat, Micron Technology presently has a consensus rating of “Moderate Buy” and a consensus target price of $1,407.88.

Micron Technology Profile

Micron Technology, Inc is a semiconductor company that develops and manufactures memory and storage products. Its portfolio includes dynamic random-access memory (DRAM), NAND flash memory, NOR flash memory, solid-state drives, memory modules, and other semiconductor solutions used in data centers, personal computers, smartphones, automotive systems, industrial equipment, and consumer electronics.

The company also provides high-bandwidth memory and other advanced memory technologies designed to support artificial intelligence, high-performance computing, networking, and graphics applications.