Three Magnolias Financial Advisors LLC Takes Position in Micron Technology, Inc. $MU

Three Magnolias Financial Advisors LLC bought a new stake in Micron Technology, Inc. (NASDAQ:MU) in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm bought 674 shares of the semiconductor manufacturer’s stock, valued at approximately $228,000.

Several other large investors also recently bought and sold shares of MU. Vanguard Group Inc. grew its stake in shares of Micron Technology by 1.9% in the 4th quarter. Vanguard Group Inc. now owns 106,608,094 shares of the semiconductor manufacturer’s stock worth $30,427,016,000 after buying an additional 1,954,644 shares in the last quarter. State Street Corp grew its holdings in Micron Technology by 2.1% during the 4th quarter. State Street Corp now owns 52,749,817 shares of the semiconductor manufacturer’s stock valued at $15,061,310,000 after purchasing an additional 1,090,644 shares during the last quarter. Capital International Investors grew its stake in shares of Micron Technology by 0.7% during the third quarter. Capital International Investors now owns 23,372,821 shares of the semiconductor manufacturer’s stock valued at $3,910,198,000 after buying an additional 155,860 shares during the last quarter. Norges Bank purchased a new stake in shares of Micron Technology in the fourth quarter worth approximately $6,433,456,000. Finally, Morgan Stanley lifted its stake in shares of Micron Technology by 5.1% during the 4th quarter. Morgan Stanley now owns 16,396,655 shares of the semiconductor manufacturer’s stock worth $4,679,771,000 after acquiring an additional 794,289 shares during the last quarter. Institutional investors own 80.84% of the company’s stock.

Insider Buying and Selling at Micron Technology

In other news, EVP Sumit Sadana sold 24,000 shares of the company’s stock in a transaction that occurred on Friday, April 10th. The shares were sold at an average price of $421.35, for a total value of $10,112,400.00. Following the completion of the sale, the executive vice president owned 224,021 shares of the company’s stock, valued at approximately $94,391,248.35. This represents a 9.68% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Sanjay Mehrotra sold 37,439 shares of the stock in a transaction that occurred on Friday, May 29th. The shares were sold at an average price of $960.38, for a total transaction of $35,955,666.82. Following the transaction, the chief executive officer owned 387,064 shares in the company, valued at approximately $371,728,524.32. This represents a 8.82% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 146,000 shares of company stock worth $85,486,715 over the last quarter. 0.24% of the stock is currently owned by company insiders.

Key Stories Impacting Micron Technology

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

• Positive Sentiment: Analysts turned more bullish after Micron’s blowout earnings and strong AI-memory demand, with multiple firms raising price targets and saying the company’s long-term customer agreements improve revenue visibility. Micron and Qualcomm forecasts ignite $400 billion AI chip stock rally
• Positive Sentiment: Micron’s results showed surging revenue, record margins, and management commentary that AI-driven memory shortages could persist for years, reinforcing the bull case for continued pricing power. Micron stock jumps over 16% in premarket trading after blockbuster earnings
• Positive Sentiment: New articles also argue Micron is a key beneficiary of the AI memory boom and may still have room to run because demand is outpacing supply across data centers and AI infrastructure. Micron + One Explosive AI Memory Stock to Buy Before H2 2026
• Neutral Sentiment: Some coverage says investors are reassessing Micron after a huge rally, with a few commentators warning the stock could already be pricing in peak-cycle profits. Micron Was Yesterday’s Win — Here’s How to Find Tomorrow’s
• Negative Sentiment: Micron is also being pressured by a broader tech and chip selloff, with traders taking profits after the post-earnings surge and global semiconductor stocks coming under pressure. Micron falls 5% in premarket, paring earlier gains amid tech rout

Analyst Ratings Changes

A number of research firms have weighed in on MU. Citigroup increased their target price on Micron Technology from $1,200.00 to $1,400.00 and gave the stock a “buy” rating in a research note on Thursday. Mizuho boosted their target price on shares of Micron Technology from $1,150.00 to $1,375.00 and gave the company an “outperform” rating in a research note on Thursday. Summit Insights cut shares of Micron Technology from a “buy” rating to a “hold” rating in a report on Thursday, March 19th. KeyCorp raised their price target on shares of Micron Technology from $600.00 to $1,600.00 and gave the stock an “overweight” rating in a research note on Thursday. Finally, Wedbush boosted their price objective on shares of Micron Technology from $1,300.00 to $1,400.00 and gave the company an “outperform” rating in a research report on Thursday. Five analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Buy” and a consensus price target of $1,263.76.

Micron Technology Price Performance

MU opened at $1,132.33 on Monday. Micron Technology, Inc. has a 12-month low of $103.38 and a 12-month high of $1,255.00. The company has a current ratio of 3.42, a quick ratio of 2.98 and a debt-to-equity ratio of 0.05. The business’s fifty day simple moving average is $817.22 and its 200-day simple moving average is $526.61. The company has a market capitalization of $1.28 trillion, a price-to-earnings ratio of 25.64 and a beta of 2.15.

Micron Technology (NASDAQ:MU) last released its quarterly earnings data on Wednesday, June 24th. The semiconductor manufacturer reported $25.11 earnings per share for the quarter, beating the consensus estimate of $21.39 by $3.72. Micron Technology had a return on equity of 71.13% and a net margin of 55.91%.The firm had revenue of $41.46 billion during the quarter, compared to the consensus estimate of $35.91 billion. During the same period in the previous year, the company posted $1.91 earnings per share. The firm’s quarterly revenue was up 345.8% on a year-over-year basis. Micron Technology has set its Q4 2026 guidance at 30.000-32.000 EPS. On average, equities research analysts anticipate that Micron Technology, Inc. will post 61.55 earnings per share for the current fiscal year.

Micron Technology Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, July 21st. Stockholders of record on Monday, July 6th will be issued a $0.15 dividend. The ex-dividend date is Monday, July 6th. This represents a $0.60 annualized dividend and a dividend yield of 0.1%. Micron Technology’s payout ratio is currently 1.36%.

Micron Technology Company 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.