Micron Technology, Inc. $MU Shares Acquired by Stratos Wealth Partners LTD.

Stratos Wealth Partners LTD. boosted its position in Micron Technology, Inc. (NASDAQ:MU) by 41.3% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 22,056 shares of the semiconductor manufacturer’s stock after purchasing an additional 6,451 shares during the period. Stratos Wealth Partners LTD.’s holdings in Micron Technology were worth $3,691,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors have also recently bought and sold shares of the business. Brighton Jones LLC grew its position in Micron Technology by 18.3% during the fourth quarter. Brighton Jones LLC now owns 6,318 shares of the semiconductor manufacturer’s stock worth $532,000 after buying an additional 976 shares during the period. Sivia Capital Partners LLC boosted its stake in shares of Micron Technology by 21.7% during the 2nd quarter. Sivia Capital Partners LLC now owns 3,528 shares of the semiconductor manufacturer’s stock worth $435,000 after acquiring an additional 628 shares in the last quarter. Axxcess Wealth Management LLC grew its holdings in shares of Micron Technology by 35.1% in the 2nd quarter. Axxcess Wealth Management LLC now owns 10,147 shares of the semiconductor manufacturer’s stock worth $1,251,000 after acquiring an additional 2,635 shares during the period. RFG Advisory LLC raised its holdings in Micron Technology by 16.6% during the second quarter. RFG Advisory LLC now owns 2,743 shares of the semiconductor manufacturer’s stock worth $338,000 after purchasing an additional 391 shares during the last quarter. Finally, Bayforest Capital Ltd purchased a new stake in Micron Technology during the second quarter worth $108,000. Hedge funds and other institutional investors own 80.84% of the company’s stock.

Insider Activity at Micron Technology

In related news, EVP Sumit Sadana sold 25,000 shares of the firm’s stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $429.89, for a total value of $10,747,250.00. Following the transaction, the executive vice president directly owned 248,021 shares of the company’s stock, valued at approximately $106,621,747.69. This trade represents a 9.16% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. Also, CAO Scott R. Allen sold 2,000 shares of the stock in a transaction that occurred on Tuesday, January 6th. The shares were sold at an average price of $337.50, for a total value of $675,000.00. Following the sale, the chief accounting officer owned 38,237 shares of the company’s stock, valued at approximately $12,904,987.50. The trade was a 4.97% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders have acquired 23,200 shares of company stock worth $7,821,723 and have sold 73,623 shares worth $27,307,408. 0.24% of the stock is currently owned by insiders.

Micron Technology Trading Down 0.6%

MU opened at $411.66 on Friday. The firm’s 50 day moving average is $334.97 and its 200-day moving average is $231.07. The company has a quick ratio of 1.78, a current ratio of 2.46 and a debt-to-equity ratio of 0.19. The firm has a market capitalization of $463.33 billion, a P/E ratio of 39.13 and a beta of 1.52. Micron Technology, Inc. has a 52-week low of $61.54 and a 52-week high of $455.50.

Micron Technology (NASDAQ:MU) last posted its quarterly earnings data on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 EPS for the quarter, beating analysts’ consensus estimates of $3.77 by $1.01. Micron Technology had a net margin of 28.15% and a return on equity of 22.71%. The firm had revenue of $13.64 billion for the quarter, compared to the consensus estimate of $12.62 billion. During the same period in the prior year, the firm posted $1.79 EPS. The firm’s revenue was up 56.7% compared to the same quarter last year. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. Analysts expect that Micron Technology, Inc. will post 6.08 EPS for the current fiscal year.

Micron Technology Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Wednesday, January 14th. Shareholders of record on Monday, December 29th were paid a dividend of $0.115 per share. This represents a $0.46 dividend on an annualized basis and a yield of 0.1%. The ex-dividend date of this dividend was Monday, December 29th. Micron Technology’s dividend payout ratio (DPR) is presently 4.37%.

More Micron Technology News

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

• Positive Sentiment: Analyst upgrades and bullish notes lifted investor enthusiasm; several upgrades and price-target raises prompted gap-ups and heavy buying earlier in the week. Micron Technology (NASDAQ:MU) Trading 9.9% Higher Following Analyst Upgrade
• Positive Sentiment: Management/CFO messaging that demand significantly outpaces supply — and that tightness could persist beyond 2026 — bolstered the bull case for DRAM/HBM pricing power and AI revenue visibility. Micron Technology Stock (MU) Opinions on CFO Supply-Demand Outlook
• Positive Sentiment: Company momentum tied to accelerated HBM4 and NAND updates — reports of faster HBM4 timelines and facility progress lifted expectations for near-term product competitiveness and AI revenue mix. Micron (MU) Stock Surges 10% on Accelerated HBM4 Chip Timeline
• Neutral Sentiment: Retail and social-media sentiment has flipped bullish (Reddit/X), amplifying momentum but increasing volatility risk as retail participation can accelerate both rallies and pullbacks. Micron Is Suddenly at the Center of AI Spending As Shares Keep Soaring
• Neutral Sentiment: “Is Micron the next Nvidia?” pieces and bull-case writeups drive narrative momentum but are largely speculative — useful for sentiment but not proof of sustainable fundamentals. 2 AI Stocks Soaring Over 400% That Could Be The Next NVIDIA
• Negative Sentiment: Samsung’s announcement that it’s mass-producing HBM4 raises competitive risk and prompts investors to re-evaluate Micron’s premium valuation and near-term share gains. Samsung Claims to Be First to Ship New Memory Chips. What It Means for Micron.
• Negative Sentiment: Valuation concerns and at least one downgrade/dissenting view argue Micron may be “priced to perfection,” increasing pullback risk if execution or end-market strength softens. Micron Is Priced To Perfection In A Non-Perfect Market (Downgrade)
• Negative Sentiment: Notable insider selling activity (multiple executive sales) is being watched by some investors as a potential caution, even as institutional holdings remain large and mixed. Micron Technology Stock (MU) Opinions on CFO Supply-Demand Outlook

Analyst Upgrades and Downgrades

MU has been the subject of several research reports. Deutsche Bank Aktiengesellschaft boosted their price objective on shares of Micron Technology from $200.00 to $280.00 and gave the stock a “buy” rating in a research report on Tuesday, December 9th. Barclays upped their price target on shares of Micron Technology from $275.00 to $450.00 and gave the company an “overweight” rating in a report on Friday, January 16th. KeyCorp raised their price objective on shares of Micron Technology from $325.00 to $450.00 and gave the stock an “overweight” rating in a research note on Tuesday, January 13th. Sanford C. Bernstein upped their target price on Micron Technology from $270.00 to $330.00 and gave the company an “outperform” rating in a research note on Friday, January 2nd. Finally, William Blair started coverage on Micron Technology in a report on Thursday, January 22nd. They issued an “outperform” rating for the company. Six analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat, Micron Technology currently has a consensus rating of “Buy” and a consensus price target of $353.21.

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.