Micron Technology, Inc. $MU Stock Acquired by Investment Partners LTD.

Investment Partners LTD. grew its holdings in shares of Micron Technology, Inc. (NASDAQ:MU) by 97.7% in the third quarter, HoldingsChannel.com reports. The fund owned 8,793 shares of the semiconductor manufacturer’s stock after acquiring an additional 4,346 shares during the quarter. Micron Technology accounts for 1.4% of Investment Partners LTD.’s holdings, making the stock its 19th biggest position. Investment Partners LTD.’s holdings in Micron Technology were worth $9,366,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also recently made changes to their positions in MU. Blue Fin Capital Inc. boosted its holdings in shares of Micron Technology by 24.1% during the 3rd quarter. Blue Fin Capital Inc. now owns 2,022 shares of the semiconductor manufacturer’s stock worth $2,153,000 after buying an additional 393 shares in the last quarter. Summit Global Investments increased its stake in shares of Micron Technology by 64.5% in the 3rd quarter. Summit Global Investments now owns 11,820 shares of the semiconductor manufacturer’s stock valued at $12,590,000 after acquiring an additional 4,634 shares in the last quarter. Gilliland Jeter Wealth Management LLC lifted its position in shares of Micron Technology by 0.5% during the 3rd quarter. Gilliland Jeter Wealth Management LLC now owns 2,853 shares of the semiconductor manufacturer’s stock valued at $3,039,000 after acquiring an additional 15 shares during the period. Americana Partners LLC lifted its position in shares of Micron Technology by 200.1% during the 3rd quarter. Americana Partners LLC now owns 21,691 shares of the semiconductor manufacturer’s stock valued at $23,103,000 after acquiring an additional 14,464 shares during the period. Finally, Aprio Wealth Management LLC lifted its position in shares of Micron Technology by 1.7% during 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 period. 80.84% of the stock is owned by institutional investors.

Insider Activity at Micron Technology

In related news, insider Scott Deboer sold 28,545 shares of Micron Technology 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 transaction, the insider owned 147,430 shares of the company’s stock, valued at $132,687,000. The trade was a 16.22% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, CEO Sanjay Mehrotra sold 40,000 shares of the company’s stock in a transaction 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 $256,276,956.70. This trade represents a 13.14% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 83,545 shares of company stock valued at $78,460,850 over the last 90 days. Insiders own 0.24% of the company’s stock.

Micron Technology Trading Down 5.3%

MU opened at $884.74 on Friday. The company has a debt-to-equity ratio of 0.03, a current ratio of 3.31 and a quick ratio of 2.94. Micron Technology, Inc. has a fifty-two week low of $192.59 and a fifty-two week high of $1,255.00. The firm has a market capitalization of $1.00 trillion, a PE ratio of 11.92, a P/E/G ratio of 0.15 and a beta of 2.22. The company’s 50-day moving average is $978.68 and its 200 day moving average is $744.52.

Micron Technology (NASDAQ:MU) last announced its quarterly earnings results on Wednesday, September 30th. The semiconductor manufacturer reported $33.42 earnings per share for the quarter, beating the consensus estimate of $31.77 by $1.65. The business had revenue of $54.23 billion for the quarter, compared to analysts’ expectations 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 for the quarter was up 379.1% compared to the same quarter last year. During the same quarter last year, the firm earned $3.03 EPS. Micron Technology has set its Q1 2027 guidance at 37.150-39.150 EPS. As a group, research analysts predict that Micron Technology, Inc. will post 177.03 earnings per share for the current fiscal year.

Micron Technology Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Thursday, October 29th. Stockholders of record on Wednesday, October 14th were issued a $0.15 dividend. This represents a $0.60 dividend on an annualized basis and a dividend yield of 0.1%. The ex-dividend date was Wednesday, October 14th. Micron Technology’s dividend payout ratio (DPR) is currently 0.81%.

Analyst Upgrades and Downgrades

A number of equities research analysts have commented on the stock. Morgan Stanley restated an “overweight” rating and issued a $1,200.00 price target on shares of Micron Technology in a report on Thursday, October 1st. Royal Bank Of Canada reiterated an “outperform” rating and set a $1,500.00 price objective on shares of Micron Technology in a report on Thursday, October 1st. President Capital increased their price objective on shares of Micron Technology to $1,500.00 and gave the stock a “buy” rating in a research report on Friday, July 17th. Raymond James Financial restated an “outperform” rating on shares of Micron Technology in a research note on Thursday, October 1st. Finally, Cantor Fitzgerald reaffirmed an “overweight” rating and issued a $2,000.00 target price on shares of Micron Technology in a research report on Thursday, October 1st. One equities research analyst has rated the stock with a Strong Buy rating, forty-one have issued a Buy rating and four have assigned a Hold rating to the company’s stock. According to MarketBeat.com, Micron Technology has a consensus rating of “Moderate Buy” and an average price target of $1,407.88.

Trending Headlines about 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

About Micron Technology

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.