Micron Technology, Inc. $MU Shares Bought by Premier Path Wealth Partners LLC

Premier Path Wealth Partners LLC grew its holdings in Micron Technology, Inc. (NASDAQ:MU) by 9.6% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 6,593 shares of the semiconductor manufacturer’s stock after buying an additional 576 shares during the quarter. Micron Technology accounts for 0.9% of Premier Path Wealth Partners LLC’s investment portfolio, making the stock its 29th largest position. Premier Path Wealth Partners LLC’s holdings in Micron Technology were worth $7,610,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently made changes to their positions in the business. High Note Wealth LLC increased its holdings in Micron Technology by 65.4% in the 4th quarter. High Note Wealth LLC now owns 86 shares of the semiconductor manufacturer’s stock worth $25,000 after acquiring an additional 34 shares in the last quarter. Kohmann Bosshard Financial Services LLC purchased a new position in Micron Technology during the first quarter valued at $27,000. Bayban acquired a new stake in shares of Micron Technology in the fourth quarter valued at about $29,000. WealthCollab LLC increased its stake in shares of Micron Technology by 4,500.0% during the second quarter. WealthCollab LLC now owns 276 shares of the semiconductor manufacturer’s stock worth $34,000 after purchasing an additional 270 shares in the last quarter. Finally, Financial Life Planners acquired a new position in shares of Micron Technology during the 1st quarter worth about $36,000. Hedge funds and other institutional investors own 80.84% of the company’s stock.

Micron Technology Stock Down 0.2%

Shares of NASDAQ MU opened at $975.26 on Friday. The stock has a market cap of $1.10 trillion, a PE ratio of 22.08, a P/E/G ratio of 0.62 and a beta of 2.22. The company has a current ratio of 3.42, a quick ratio of 2.98 and a debt-to-equity ratio of 0.05. Micron Technology, Inc. has a 12-month low of $153.21 and a 12-month high of $1,255.00. The company has a 50-day moving average of $929.44 and a 200 day moving average of $754.92.

Micron Technology (NASDAQ:MU) last released its earnings results on Wednesday, June 24th. The semiconductor manufacturer reported $25.11 earnings per share for the quarter, topping analysts’ consensus estimates of $21.39 by $3.72. The business had revenue of $41.46 billion for the quarter, compared to analyst estimates of $35.91 billion. Micron Technology had a net margin of 55.91% and a return on equity of 71.13%. The business’s revenue was up 345.8% on a year-over-year basis. 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. As a group, sell-side analysts predict that Micron Technology, Inc. will post 72.93 EPS for the current fiscal year.

Micron Technology Dividend Announcement

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

Wall Street Analyst Weigh In

MU has been the topic of several research analyst reports. Needham & Company LLC lifted their price objective on Micron Technology from $1,550.00 to $1,650.00 and gave the stock a “buy” rating in a report on Thursday, June 25th. Weiss Ratings reissued a “buy (b)” rating on shares of Micron Technology in a report on Friday, August 7th. Bank of America raised their target price on Micron Technology from $950.00 to $1,500.00 and gave the company a “buy” rating in a research report on Tuesday, June 23rd. Rosenblatt Securities lifted their price target on Micron Technology from $1,200.00 to $1,500.00 and gave the stock a “buy” rating in a research note on Thursday, June 25th. Finally, TD Cowen reiterated a “buy” rating on shares of Micron Technology in a research report on Friday, July 10th. Four research analysts have rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and three have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Buy” and an average target price of $1,295.63.

Trending Headlines about Micron Technology

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

• Positive Sentiment: AI demand and supply constraints remain major tailwinds. Oracle’s strong cloud-infrastructure growth reinforced expectations for continued data-center AI spending, while limited DRAM and high-bandwidth memory supply could support Micron’s pricing and margins. Micron Stock Rises as This Key Number From Oracle Boosts AI Trade
• Positive Sentiment: Long-term customer agreements may reduce earnings volatility. Micron’s strategic contracts reportedly cover substantial memory volumes through 2030, with pricing protections that improve revenue visibility and could make the company less exposed to the traditional boom-and-bust memory cycle. Micron Bets on Long-Term SCA Deals
• Positive Sentiment: Analysts remain constructive ahead of fiscal fourth-quarter results. Bullish commentary points to persistent shortages, rising HBM4 demand and potentially strong revenue and gross-margin guidance at the September 30 earnings report. Micron’s Q4 Might Change the Game
• Neutral Sentiment: Employee rewards highlight both strong profitability and rising costs. Taiwan-based direct labor employees are slated to receive fiscal 2026 rewards equivalent to 35–68 months of pay. The payouts recognize exceptional results but may increase expense pressure, while unions representing about 10,000 workers continue to threaten industrial action. Micron’s Taiwan Workers to Get Rewards Worth Up to 68 Months of Pay
• Negative Sentiment: Valuation and execution expectations are unusually high. Despite record guidance and worsening shortages, investors appear concerned that much of the AI-memory upside is already reflected in MU’s valuation. Any moderation in memory pricing or results that merely meet expectations could trigger profit-taking. Micron’s 662% Rally Created a Problem Wall Street Cannot Ignore
• Negative Sentiment: Competitive and macroeconomic risks are weighing on sentiment. Intel-backed startup Kepler Computing is targeting the memory-chip market, raising concerns about future pricing power. Separately, higher oil prices, inflation worries and interest-rate pressure have hurt high-beta technology stocks. Micron Stock Slips as Intel-Backed Start-up Takes Aim at Memory-Chip Market

Insider Activity at Micron Technology

In other Micron Technology news, Director Lynn Dugle sold 1,300 shares of the company’s stock in a transaction on Tuesday, June 30th. The stock was sold at an average price of $1,150.43, for a total value of $1,495,559.00. Following the completion of the sale, the director directly owned 17,728 shares in the company, valued at $20,394,823.04. This represents a 6.83% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Sumit Sadana sold 15,000 shares of the firm’s stock in a transaction on Tuesday, August 18th. The stock was sold at an average price of $934.29, for a total value of $14,014,350.00. Following the completion of the sale, the executive vice president directly owned 191,021 shares of the company’s stock, valued at $178,469,010.09. This trade represents a 7.28% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 177,204 shares of company stock valued at $182,156,264 in the last three months. Company insiders own 0.24% of the company’s stock.

Micron Technology Company Profile

Micron Technology, Inc is a global semiconductor company that designs, develops, manufactures and sells memory and storage solutions. Its product portfolio includes dynamic random-access memory (DRAM), NAND flash memory, NOR flash memory, solid-state drives, memory modules and high-bandwidth memory used in data-intensive computing applications.

Micron’s products support a range of markets, including data centers, artificial intelligence and high-performance computing, personal computers, smartphones, automotive systems, industrial equipment and networking devices.