Apella Capital LLC Makes New $298,000 Investment in Micron Technology, Inc. $MU

Apella Capital LLC bought a new stake in Micron Technology, Inc. (NASDAQ:MU) during the third quarter, Holdings Channel.com reports. The firm bought 1,783 shares of the semiconductor manufacturer’s stock, valued at approximately $298,000.

Several other institutional investors have also modified their holdings of MU. Teamwork Financial Advisors LLC lifted its position in Micron Technology by 0.4% in the 3rd quarter. Teamwork Financial Advisors LLC now owns 14,974 shares of the semiconductor manufacturer’s stock valued at $2,505,000 after purchasing an additional 53 shares during the last quarter. Blue Trust Inc. grew its position in Micron Technology by 0.5% in the 3rd quarter. Blue Trust Inc. now owns 10,633 shares of the semiconductor manufacturer’s stock worth $1,779,000 after purchasing an additional 53 shares during the last quarter. HBW Advisory Services LLC grew its position in Micron Technology by 2.5% in the 3rd quarter. HBW Advisory Services LLC now owns 2,818 shares of the semiconductor manufacturer’s stock worth $471,000 after purchasing an additional 70 shares during the last quarter. 1620 Investment Advisors Inc. increased its stake in shares of Micron Technology by 5.7% in the third quarter. 1620 Investment Advisors Inc. now owns 1,467 shares of the semiconductor manufacturer’s stock valued at $245,000 after purchasing an additional 79 shares during the period. Finally, Central Valley Advisors LLC raised its holdings in shares of Micron Technology by 3.1% during the third quarter. Central Valley Advisors LLC now owns 2,789 shares of the semiconductor manufacturer’s stock valued at $467,000 after buying an additional 83 shares during the last quarter. Institutional investors own 80.84% of the company’s stock.

Micron Technology Trading Up 3.4%

Shares of Micron Technology stock opened at $294.37 on Tuesday. The business has a fifty day simple moving average of $238.81 and a 200-day simple moving average of $172.74. Micron Technology, Inc. has a fifty-two week low of $61.54 and a fifty-two week high of $294.50. The firm has a market cap of $331.32 billion, a price-to-earnings ratio of 27.98, a price-to-earnings-growth ratio of 0.18 and a beta of 1.54. 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 released its earnings results on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.77 by $1.01. Micron Technology had a return on equity of 22.71% and a net margin of 28.15%.The firm had revenue of $13.64 billion for the quarter, compared to analyst estimates of $12.62 billion. During the same period in the previous year, the company earned $1.79 earnings per share. Micron Technology’s revenue was up 56.7% compared to the same quarter last year. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. On average, equities analysts forecast that Micron Technology, Inc. will post 6.08 EPS for the current fiscal year.

Micron Technology Announces Dividend

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

Insider Buying and Selling at Micron Technology

In related news, EVP April S. Arnzen sold 15,000 shares of the firm’s stock in a transaction that occurred on Monday, December 22nd. The shares were sold at an average price of $277.09, for a total transaction of $4,156,350.00. Following the completion of the sale, the executive vice president directly owned 165,618 shares in the company, valued at approximately $45,891,091.62. This trade represents a 8.30% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, EVP Scott J. Deboer sold 82,000 shares of Micron Technology stock in a transaction that occurred on Monday, October 27th. The stock was sold at an average price of $222.81, for a total transaction of $18,270,420.00. Following the completion of the transaction, the executive vice president owned 154,145 shares in the company, valued at approximately $34,345,047.45. This trade represents a 34.72% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 369,300 shares of company stock valued at $81,513,868. Corporate insiders own 0.24% of the company’s stock.

Wall Street Analysts Forecast Growth

MU has been the subject of a number of recent analyst reports. Morgan Stanley increased their price objective on Micron Technology from $338.00 to $350.00 and gave the stock an “overweight” rating in a report on Thursday, December 18th. Cantor Fitzgerald boosted their price target on Micron Technology from $300.00 to $350.00 and gave the stock an “overweight” rating in a research report on Thursday, December 18th. Deutsche Bank Aktiengesellschaft raised their price target on Micron Technology from $200.00 to $280.00 and gave the company a “buy” rating in a report on Tuesday, December 9th. Itau BBA Securities reaffirmed an “outperform” rating on shares of Micron Technology in a report on Thursday, December 18th. Finally, Piper Sandler increased their target price on shares of Micron Technology from $200.00 to $275.00 and gave the company an “overweight” rating in a research report on Thursday, December 18th. Five equities research analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat, Micron Technology currently has an average rating of “Buy” and an average target price of $282.61.

Key Stores Impacting Micron Technology

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

• Positive Sentiment: Company-level catalyst — reports of a “Christmas rush” and strong earnings helped lift sentiment, reinforcing Micron’s recent upside and positioning it as a primary beneficiary of AI memory demand. Read More.
• Positive Sentiment: AI/memory structural tailwind — multiple writeups highlight Micron as a key play in an HBM/memory “supercycle” driven by AI data centers, supporting multi‑quarter revenue and margin improvements. Read More.
• Positive Sentiment: Analyst/sector momentum — MarketBeat and other screens name Micron among top AI/memory beneficiaries for January and 2026, noting upgrades, higher price targets and outperformance versus consensus. Read More.
• Positive Sentiment: Broad-market catalyst — commentary expects Q4/Q1 earnings season to be a bullish catalyst for tech and AI leaders (including MU), which can amplify flows into semiconductors and related ETFs. Read More.
• Positive Sentiment: ETF/sector positioning — analysis of the NVIDIA–Groq deal and ETF dynamics highlights that memory suppliers like Micron benefit from increased HBM demand, making MU a secondary winner in diversified semiconductor ETFs. Read More.
• Neutral Sentiment: Broader semiconductor outlook — industry analyst lists (Zacks) include MU among names well‑poised for a comeback in 2026, supporting investor rotation into the group but not guaranteeing stock‑specific moves. Read More.
• Negative Sentiment: Overbought/mean‑reversion trade — options/technical commentators have flagged MU as far above its 200‑day MA and propose bear put spreads aiming for large returns if a pullback occurs, signaling elevated short‑term risk and profit‑taking potential. Read More.
• Negative Sentiment: Similar bearish idea repeated on Barchart — another writeup outlines a bear put spread for traders expecting a correction from overbought levels, underscoring active speculative positioning that can amplify volatility. Read More.
• Neutral Sentiment: Media tone — high‑profile commentators have called for a more exuberant CEO tone (Cramer), a publicity/PR nuance that can affect sentiment but is less direct than earnings or demand data. Read More.

Micron Technology 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.