Moss Adams Wealth Advisors LLC Sells 1,106 Shares of Micron Technology, Inc. $MU

Moss Adams Wealth Advisors LLC decreased its position in Micron Technology, Inc. (NASDAQ:MU) by 24.6% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 3,391 shares of the semiconductor manufacturer’s stock after selling 1,106 shares during the quarter. Moss Adams Wealth Advisors LLC’s holdings in Micron Technology were worth $3,612,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also modified their holdings of the company. Bullseye Investment Management LLC acquired a new stake in shares of Micron Technology in the second quarter valued at about $27,000. Aventus Investment Advisors Inc. acquired a new position in shares of Micron Technology in the third quarter valued at $30,000. Steph & Co. acquired a new position in shares of Micron Technology in the 3rd quarter valued at $31,000. Montgomery Financial Services LLC acquired a new position in Micron Technology in the second quarter worth about $38,000. Finally, JNBA Financial Advisors raised its holdings in shares of Micron Technology by 77.3% in the 2nd quarter. JNBA Financial Advisors now owns 39 shares of the semiconductor manufacturer’s stock worth $45,000 after buying an additional 17 shares in the last quarter. 80.84% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at Micron Technology

In related news, EVP Sumit Sadana sold 15,000 shares of the firm’s stock in a transaction on Tuesday, August 18th. The shares were sold at an average price of $934.29, for a total value of $14,014,350.00. Following the completion of the transaction, the executive vice president owned 191,021 shares of the company’s stock, valued at approximately $178,469,010.09. This trade represents a 7.28% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Scott J. Deboer sold 28,545 shares of Micron Technology stock in a transaction dated Friday, October 16th. The shares were sold at an average price of $900.00, for a total value 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. This represents a 16.22% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 83,545 shares of company stock valued at $78,460,850 over the last three months. Company 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. The company’s fifty day moving average is $978.68 and its 200-day moving average is $744.52. The company has a quick ratio of 2.94, a current ratio of 3.31 and a debt-to-equity ratio of 0.03. The stock has a market cap of $1.00 trillion, a price-to-earnings ratio of 11.92, a P/E/G ratio of 0.15 and a beta of 2.22. Micron Technology, Inc. has a twelve month low of $192.59 and a twelve month high of $1,255.00.

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

Micron Technology Dividend Announcement

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

Analyst Ratings Changes

Several brokerages recently issued reports on MU. Sanford C. Bernstein reissued an “outperform” rating on shares of Micron Technology in a report on Thursday, October 1st. Daiwa Securities Group boosted their target price on Micron Technology from $1,600.00 to $1,700.00 and gave the stock a “buy” rating in a research report on Friday, July 17th. Seaport Research Partners reaffirmed a “buy” rating on shares of Micron Technology in a research note on Friday, August 14th. Susquehanna reiterated a “positive” rating on shares of Micron Technology in a report on Thursday, October 1st. Finally, Zacks Research upgraded Micron Technology from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, October 6th. One research analyst has rated the stock with a Strong Buy rating, forty-one have assigned a Buy rating and four have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $1,407.88.

Micron Technology Company 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.