Wealth Science Advisors LLC purchased a new stake in Micron Technology, Inc. (NASDAQ:MU – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm purchased 2,015 shares of the semiconductor manufacturer’s stock, valued at approximately $575,000.
Several other hedge funds have also added to or reduced their stakes in MU. AQR Capital Management LLC boosted its holdings in Micron Technology by 411.9% in the third quarter. AQR Capital Management LLC now owns 3,627,022 shares of the semiconductor manufacturer’s stock valued at $606,873,000 after acquiring an additional 2,918,535 shares during the last quarter. California Public Employees Retirement System boosted its holdings in Micron Technology by 70.2% in the third quarter. California Public Employees Retirement System now owns 3,023,799 shares of the semiconductor manufacturer’s stock valued at $505,942,000 after acquiring an additional 1,246,773 shares during the last quarter. Voloridge Investment Management LLC boosted its holdings in Micron Technology by 1,064.3% in the third quarter. Voloridge Investment Management LLC now owns 1,304,471 shares of the semiconductor manufacturer’s stock valued at $218,264,000 after acquiring an additional 1,192,433 shares during the last quarter. Wellington Management Group LLP boosted its holdings in Micron Technology by 19.9% in the third quarter. Wellington Management Group LLP now owns 7,150,530 shares of the semiconductor manufacturer’s stock valued at $1,196,427,000 after acquiring an additional 1,188,296 shares during the last quarter. Finally, Orbis Allan Gray Ltd boosted its holdings in Micron Technology by 50.2% in the second quarter. Orbis Allan Gray Ltd now owns 3,457,726 shares of the semiconductor manufacturer’s stock valued at $426,165,000 after acquiring an additional 1,156,086 shares during the last quarter. Institutional investors own 80.84% of the company’s stock.
Wall Street Analyst Weigh In
Several equities analysts recently issued reports on the company. TD Cowen raised their price target on Micron Technology from $450.00 to $500.00 and gave the company a “buy” rating in a report on Monday, March 16th. Needham & Company LLC increased their target price on Micron Technology from $450.00 to $500.00 and gave the company a “buy” rating in a research note on Thursday, March 19th. Royal Bank Of Canada increased their target price on Micron Technology from $425.00 to $525.00 and gave the company an “outperform” rating in a research note on Monday, March 16th. Bank of America increased their target price on Micron Technology from $400.00 to $500.00 and gave the company a “buy” rating in a research note on Thursday, March 19th. Finally, Phillip Securities raised Micron Technology to a “strong-buy” rating in a research note on Monday, February 2nd. Five analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat, Micron Technology currently has a consensus rating of “Buy” and a consensus price target of $464.61.
Micron Technology Trading Down 1.2%
NASDAQ:MU opened at $481.72 on Friday. Micron Technology, Inc. has a 1-year low of $73.50 and a 1-year high of $493.62. The business’s 50-day moving average price is $412.13 and its two-hundred day moving average price is $325.25. The company has a current ratio of 2.90, a quick ratio of 2.32 and a debt-to-equity ratio of 0.13. The firm has a market capitalization of $543.25 billion, a price-to-earnings ratio of 22.74 and a beta of 1.60.
Micron Technology Increases Dividend
The firm also recently declared a quarterly dividend, which was paid on Wednesday, April 15th. Stockholders of record on Monday, March 30th were given a dividend of $0.15 per share. This is an increase from Micron Technology’s previous quarterly dividend of $0.12. This represents a $0.60 dividend on an annualized basis and a dividend yield of 0.1%. The ex-dividend date of this dividend was Monday, March 30th. Micron Technology’s payout ratio is 2.83%.
More Micron Technology News
Here are the key news stories impacting Micron Technology this week:
- Positive Sentiment: Technical momentum — a key trading signal was reported around $477.59, triggering a fresh buying wave and a >3% intraday rise for MU as momentum traders pile in. Micron Technology Shares Climb Over 3% After Key Trading Signal
- Positive Sentiment: Structural demand outlook — memory bulls argue DRAM prices could double or triple as AI demand outpaces supply-chain capacity, supporting higher revenue and margins for Micron. ‘DRAM Will Double or Triple From Here’ as AI Demand Outpaces Supply Chain Capacity
- Positive Sentiment: Supply-chain tailwinds — ASML raised guidance on AI-driven chip demand, which signals stronger semiconductor investment and indirectly supports higher memory content per server (beneficial for Micron). ASML Has Just Delivered Massive News for Micron Technology Investors
- Positive Sentiment: Analyst/ownership optimism — the Street is broadly bullish (high % of Buy ratings and positive investor commentary) and a top investor narrative compares Micron’s growth potential to prior high-flyers, supporting investor appetite. Here’s What Citi and UBS Think About Micron Technology (MU)
- Neutral Sentiment: Stock-structure talk — renewed speculation about a potential stock split is circulating as the share price rises; this could improve liquidity but doesn’t change fundamentals. Will Micron Technology Stock Split in 2026?
- Neutral Sentiment: Fresh-high coverage — multiple outlets note MU at 52-week highs and examine whether fundamentals justify further gains; coverage can amplify momentum but also invite profit-taking. Micron Technology, Inc. (MU) Hits Fresh High: Is There Still Room to Run?
- Negative Sentiment: Competitor tailwind, short-term drag — SK Hynix reported a massive profit surge that boosted its stock; the report coincided with Micron sliding intraday, suggesting investor flows can rotate to rivals on headline beats. SK Hynix Posts 400% Profit Rise. Micron Stock Is Falling.
- Negative Sentiment: Capacity risk — SK Hynix’s planned $13B memory plant (and other industry capacity moves) could add supply over time and cap pricing power, a medium-term risk to Micron’s margin outlook. What SK Hynix’s New $13 Billion Memory Plant Means for Micron Stock
Insider Transactions at Micron Technology
In other news, EVP April S. Arnzen sold 40,000 shares of the firm’s stock in a transaction dated Wednesday, April 1st. The stock was sold at an average price of $347.39, for a total transaction of $13,895,600.00. Following the sale, the executive vice president owned 125,737 shares of the company’s stock, valued at $43,679,776.43. This trade represents a 24.13% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Sumit Sadana sold 24,000 shares of the firm’s stock in a transaction dated Friday, April 10th. The stock was sold at an average price of $421.35, for a total value of $10,112,400.00. Following the sale, the executive vice president directly owned 224,021 shares in the company, valued at approximately $94,391,248.35. This represents a 9.68% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 89,000 shares of company stock worth $34,755,250. 0.24% of the stock is currently owned by insiders.
About Micron Technology
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.
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