Micron Technology, Inc. $MU Shares Acquired by Farther Finance Advisors LLC

Farther Finance Advisors LLC raised its holdings in Micron Technology, Inc. (NASDAQ:MU) by 73.4% during the third quarter, HoldingsChannel reports. The firm owned 22,064 shares of the semiconductor manufacturer’s stock after buying an additional 9,336 shares during the period. Farther Finance Advisors LLC’s holdings in Micron Technology were worth $3,692,000 as of its most recent filing with the SEC.

Several other hedge funds have also made changes to their positions in the business. Brighton Jones LLC raised its stake in shares of Micron Technology by 18.3% during the fourth quarter. Brighton Jones LLC now owns 6,318 shares of the semiconductor manufacturer’s stock worth $532,000 after purchasing an additional 976 shares during the last quarter. Jump Financial LLC increased its stake in Micron Technology by 71.7% in the 1st quarter. Jump Financial LLC now owns 10,260 shares of the semiconductor manufacturer’s stock valued at $891,000 after buying an additional 4,285 shares during the period. Kayne Anderson Rudnick Investment Management LLC raised its position in Micron Technology by 1,561.0% during the 1st quarter. Kayne Anderson Rudnick Investment Management LLC now owns 4,817 shares of the semiconductor manufacturer’s stock worth $419,000 after buying an additional 4,527 shares during the last quarter. PKS Advisory Services LLC purchased a new position in Micron Technology during the 1st quarter worth $296,000. Finally, Samalin Investment Counsel LLC lifted its stake in shares of Micron Technology by 3.0% in the 1st quarter. Samalin Investment Counsel LLC now owns 5,642 shares of the semiconductor manufacturer’s stock worth $490,000 after acquiring an additional 162 shares during the period. Institutional investors and hedge funds own 80.84% of the company’s stock.

Insider Buying and Selling

In related news, EVP Scott J. Deboer sold 82,000 shares of the firm’s stock in a transaction that occurred on Monday, October 27th. The shares were sold at an average price of $222.81, for a total value of $18,270,420.00. Following the sale, the executive vice president directly owned 154,145 shares of the company’s stock, valued at approximately $34,345,047.45. This trade represents a 34.72% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Steven J. Gomo sold 5,000 shares of the company’s stock in a transaction that occurred on Friday, December 19th. The stock was sold at an average price of $263.63, for a total transaction of $1,318,150.00. Following the transaction, the director directly owned 19,139 shares of the company’s stock, valued at $5,045,614.57. This trade represents a 20.71% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 384,300 shares of company stock worth $83,974,468 over the last ninety days. Insiders own 0.24% of the company’s stock.

Micron Technology News Roundup

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

• Positive Sentiment: Blowout Q1 results and forward visibility — Micron beat revenue and EPS estimates, reported strong margins and said HBM capacity is sold out through 2026 with much pricing locked, giving multi‑quarter revenue and margin visibility. Read More.
• Positive Sentiment: HBM supply tightness supports pricing power — industry coverage argues constrained HBM supply through 2026–27, boosting HBM pricing and underpinning Micron’s margin expansion and data‑center revenue share gains. Read More.
• Positive Sentiment: Strategic CapEx and product road‑map — Micron is accelerating domestic capacity (Idaho fab timing pulled forward) and sampling next‑gen HBM4, positioning it to capture AI GPU share as demand stays strong. Read More.
• Positive Sentiment: Analyst upgrades & higher targets — multiple firms raised ratings/targets (median targets rising, some bullish calls into the $300–$500 range), which fuels buying and institutional window‑dressing into year‑end. Read More.
• Neutral Sentiment: Broader market tailwind — strength in major indices and the AI trade lifted many infrastructure names, helping momentum flow into Micron alongside sector leadership. Read More.
• Negative Sentiment: Insider selling and concentration of sales — recent SEC filings show directors/executives sold shares (e.g., Steven Gomo, April Arnzen) and datasets report many insider sales over months, which some investors view as a cautionary signal. Read More.
• Negative Sentiment: Valuation and mean‑reversion risk — commentators warn the rapid run may overshoot near‑term fundamentals; high CapEx, fab execution risk or easing HBM prices could cause sharp reversals. Read More.

Wall Street Analyst Weigh In

MU has been the topic of a number of analyst reports. Itau BBA Securities reaffirmed an “outperform” rating on shares of Micron Technology in a report on Thursday, December 18th. Weiss Ratings upgraded Micron Technology from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Saturday, November 1st. Wedbush set a $320.00 price objective on Micron Technology in a report on Thursday, December 18th. CLSA started coverage on Micron Technology in a research report on Wednesday, August 27th. They issued an “outperform” rating and a $155.00 price objective for the company. Finally, Deutsche Bank Aktiengesellschaft raised their target price on Micron Technology from $200.00 to $280.00 and gave the company a “buy” rating in a report on Tuesday, December 9th. Five research analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat, Micron Technology presently has an average rating of “Buy” and an average target price of $282.61.

Micron Technology Stock Up 3.9%

MU opened at $286.98 on Thursday. The firm has a market cap of $323.00 billion, a P/E ratio of 27.28, a PEG ratio of 0.17 and a beta of 1.54. The business’s fifty day simple moving average is $233.72 and its 200 day simple moving average is $168.67. Micron Technology, Inc. has a 52 week low of $61.54 and a 52 week high of $289.30. The company has a quick ratio of 1.78, a current ratio of 2.46 and a debt-to-equity ratio of 0.19.

Micron Technology (NASDAQ:MU) last issued its quarterly earnings results on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 earnings per share for the quarter, beating the consensus estimate of $3.77 by $1.01. Micron Technology had a return on equity of 22.71% and a net margin of 28.15%.The company had revenue of $13.64 billion during the quarter, compared to the consensus estimate of $12.62 billion. During the same period in the previous year, the firm posted $1.79 EPS. Micron Technology’s revenue was up 56.7% on a year-over-year basis. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. As a group, equities research analysts anticipate that Micron Technology, Inc. will post 6.08 EPS for the current fiscal year.

Micron Technology Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, January 14th. Shareholders of record on Monday, December 29th will be issued a $0.115 dividend. The ex-dividend date is Monday, December 29th. This represents a $0.46 annualized dividend and a yield of 0.2%. Micron Technology’s payout ratio is 4.37%.

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.