Mcdonald Partners LLC Acquires Shares of 1,025 Micron Technology, Inc. $MU

Mcdonald Partners LLC acquired a new stake in Micron Technology, Inc. (NASDAQ:MU) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor acquired 1,025 shares of the semiconductor manufacturer’s stock, valued at approximately $293,000.

A number of other large investors also recently made changes to their positions in the company. Round Rock Advisors LLC increased its stake in shares of Micron Technology by 0.6% during the fourth quarter. Round Rock Advisors LLC now owns 4,333 shares of the semiconductor manufacturer’s stock worth $1,237,000 after purchasing an additional 25 shares during the period. Arlington Trust Co LLC increased its stake in shares of Micron Technology by 26.3% during the fourth quarter. Arlington Trust Co LLC now owns 120 shares of the semiconductor manufacturer’s stock worth $34,000 after purchasing an additional 25 shares during the period. Manuka Financial LLC increased its stake in shares of Micron Technology by 2.3% during the fourth quarter. Manuka Financial LLC now owns 1,243 shares of the semiconductor manufacturer’s stock worth $355,000 after purchasing an additional 28 shares during the period. Valued Wealth Advisors LLC increased its stake in shares of Micron Technology by 20.9% during the fourth quarter. Valued Wealth Advisors LLC now owns 168 shares of the semiconductor manufacturer’s stock worth $48,000 after purchasing an additional 29 shares during the period. Finally, Omnia Family Wealth LLC increased its stake in shares of Micron Technology by 2.1% during the fourth quarter. Omnia Family Wealth LLC now owns 1,464 shares of the semiconductor manufacturer’s stock worth $418,000 after purchasing an additional 30 shares during the period. Institutional investors own 80.84% of the company’s stock.

Key Micron Technology News

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

Micron Technology Stock Performance

Shares of NASDAQ:MU opened at $542.21 on Monday. The company has a market capitalization of $611.47 billion, a P/E ratio of 25.60 and a beta of 1.91. Micron Technology, Inc. has a 1 year low of $78.54 and a 1 year high of $545.91. 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 business’s 50 day simple moving average is $422.13 and its 200 day simple moving average is $338.52.

Micron Technology Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, April 15th. Investors of record on Monday, March 30th were given a dividend of $0.15 per share. This is an increase from Micron Technology’s previous quarterly dividend of $0.12. This represents a $0.60 dividend on an annualized basis and a yield of 0.1%. The ex-dividend date of this dividend was Monday, March 30th. Micron Technology’s dividend payout ratio (DPR) is currently 2.83%.

Insider Buying and Selling

In related news, EVP Sumit Sadana sold 24,000 shares of the stock in a transaction that occurred on Friday, April 10th. The stock was sold at an average price of $421.35, for a total transaction of $10,112,400.00. Following the sale, the executive vice president owned 224,021 shares of the company’s stock, valued at $94,391,248.35. This represents a 9.68% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, EVP April S. Arnzen sold 40,000 shares of the stock in a transaction that occurred on Wednesday, April 1st. The stock was sold at an average price of $347.39, for a total value of $13,895,600.00. Following the sale, the executive vice president directly owned 125,737 shares in the company, valued at $43,679,776.43. This represents a 24.13% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 0.24% of the company’s stock.

Analyst Ratings Changes

A number of equities analysts have recently weighed in on MU shares. Mizuho increased their target price on Micron Technology from $480.00 to $530.00 and gave the stock an “outperform” rating in a research note on Thursday, March 19th. TD Cowen increased their target price on Micron Technology from $550.00 to $660.00 and gave the stock a “buy” rating in a research note on Tuesday, April 28th. Weiss Ratings reiterated a “buy (b-)” rating on shares of Micron Technology in a research note on Thursday, January 29th. DA Davidson started coverage on Micron Technology in a research note on Tuesday, April 28th. They set a “buy” rating on the stock. Finally, UBS Group increased their target price on Micron Technology from $510.00 to $535.00 and gave the stock a “buy” rating in a research note on Wednesday, April 8th. Five investment analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat, the stock has an average rating of “Buy” and a consensus target price of $478.24.

About Micron Technology

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.