Braun Stacey Associates Inc. Has $35.73 Million Position in Micron Technology, Inc. $MU

Braun Stacey Associates Inc. lifted its holdings in Micron Technology, Inc. (NASDAQ:MU) by 2.0% in the 3rd quarter, HoldingsChannel.com reports. The fund owned 213,535 shares of the semiconductor manufacturer’s stock after buying an additional 4,190 shares during the period. Micron Technology comprises approximately 1.2% of Braun Stacey Associates Inc.’s holdings, making the stock its 19th largest position. Braun Stacey Associates Inc.’s holdings in Micron Technology were worth $35,729,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in the business. Teamwork Financial Advisors LLC increased its holdings in Micron Technology by 0.4% in the third quarter. Teamwork Financial Advisors LLC now owns 14,974 shares of the semiconductor manufacturer’s stock worth $2,505,000 after purchasing an additional 53 shares in the last quarter. Blue Trust Inc. grew its position in shares of Micron Technology by 0.5% during the 3rd quarter. Blue Trust Inc. now owns 10,633 shares of the semiconductor manufacturer’s stock worth $1,779,000 after buying an additional 53 shares during the period. Calamos Wealth Management LLC increased its stake in shares of Micron Technology by 1.1% in the 3rd quarter. Calamos Wealth Management LLC now owns 6,327 shares of the semiconductor manufacturer’s stock valued at $1,059,000 after acquiring an additional 67 shares in the last quarter. HBW Advisory Services LLC increased its stake in shares of Micron Technology by 2.5% in the 3rd quarter. HBW Advisory Services LLC now owns 2,818 shares of the semiconductor manufacturer’s stock valued at $471,000 after acquiring an additional 70 shares in the last quarter. Finally, 1620 Investment Advisors Inc. lifted its position in shares of Micron Technology by 5.7% during the 3rd quarter. 1620 Investment Advisors Inc. now owns 1,467 shares of the semiconductor manufacturer’s stock valued at $245,000 after acquiring an additional 79 shares during the period. Institutional investors own 80.84% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities research analysts have commented on the stock. Deutsche Bank Aktiengesellschaft raised their price target on shares of Micron Technology from $200.00 to $280.00 and gave the stock a “buy” rating in a report on Tuesday, December 9th. Cantor Fitzgerald raised their target price on Micron Technology from $300.00 to $350.00 and gave the company an “overweight” rating in a research note on Thursday, December 18th. BNP Paribas raised Micron Technology from a “strong sell” rating to a “strong-buy” rating in a research note on Monday, October 13th. Itau BBA Securities reiterated an “outperform” rating on shares of Micron Technology in a report on Thursday, December 18th. Finally, Piper Sandler boosted their price objective on Micron Technology from $200.00 to $275.00 and gave the company an “overweight” rating in a report on Thursday, December 18th. Five research analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Buy” and an average price target of $282.61.

Micron Technology Stock Down 2.3%

MU stock opened at $285.84 on Friday. Micron Technology, Inc. has a twelve month low of $61.54 and a twelve month high of $298.83. The company has a quick ratio of 1.78, a current ratio of 2.46 and a debt-to-equity ratio of 0.19. The stock’s 50 day moving average is $243.94 and its 200-day moving average is $175.54. The firm has a market capitalization of $321.71 billion, a PE ratio of 27.17, a P/E/G ratio of 0.18 and a beta of 1.54.

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

Micron Technology Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Wednesday, January 14th. Investors of record on Monday, December 29th will be given a dividend of $0.115 per share. This represents a $0.46 dividend on an annualized basis and a dividend yield of 0.2%. The ex-dividend date of this dividend is Monday, December 29th. Micron Technology’s dividend payout ratio (DPR) is presently 4.37%.

Trending Headlines about Micron Technology

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

• Positive Sentiment: Strong fundamentals: Micron reported a big beat in its latest quarter (EPS and revenue well above consensus), underpinning continued investor confidence in margins and cash generation. Micron Technology (MU) Soars to All-Time High Ahead of Dividend Payout
• Positive Sentiment: AI/HBM tailwind: Micron is a key supplier of high-bandwidth memory and has effectively sold out 2026 HBM capacity, giving it pricing power and strong revenue visibility into AI data-center buildouts. The 3 Stocks That Crushed the S&P 500 in 2025
• Positive Sentiment: NAND momentum: NAND revenues have risen meaningfully (now a larger slice of sales), helping diversify Micron’s mix and capture more of AI/data-center spend. Micron Technology’s NAND Revenues Reach $2.7B: Is It a Growth Lever?
• Neutral Sentiment: Options and flows: Elevated options activity and lighter holiday trading can amplify intraday moves, making short-term price action more volatile without changing the underlying fundamentals. Unpacking the Latest Options Trading Trends in Micron Technology
• Neutral Sentiment: Long-term performance narratives: Coverage highlighting Micron’s huge multi-year gains and the stock’s status as a top 2025 performer reinforces buy-and-hold stories but can also encourage rotation. If You Invested $1000 In Micron Technology Stock 15 Years Ago, You Would Have This Much Today
• Negative Sentiment: Thin holiday volume and profit-taking: Several outlets note the stock eased amid light holiday trading and investors taking profits after a massive 2025 run — this increases downside pressure on quieter sessions. Micron (MU) Stock; Slips on Thin Holiday Volume as AI Memory Tailwinds Dominate Outlook
• Negative Sentiment: Analyst pushback and downgrades: Some analysts and commentary pieces have flagged valuation and timing risks, with at least one notable ratings downgrade and sell-side caution that could pressure sentiment. Micron – Timing Might Be Everything (Ratings Downgrade)
• Negative Sentiment: Sell recommendations / valuation concerns: Some outlets have issued sell or cautious takes citing high near-term multiples after the rally, which can accelerate short-term outflows. Micron Technology (MU): A Sell Recommendation Amid High Valuations

Insider Buying and Selling at Micron Technology

In other news, CAO Scott R. Allen sold 8,800 shares of the business’s stock in a transaction that occurred on Monday, October 20th. The stock was sold at an average price of $210.02, for a total value of $1,848,176.00. Following the transaction, the chief accounting officer owned 40,237 shares in the company, valued at $8,450,574.74. The trade was a 17.95% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CFO Mark J. Murphy sold 126,000 shares of the company’s stock in a transaction that occurred on Thursday, October 30th. The shares were sold at an average price of $225.31, for a total value of $28,389,060.00. Following the completion of the transaction, the chief financial officer directly owned 219,693 shares of the company’s stock, valued at approximately $49,499,029.83. This represents a 36.45% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 349,163 shares of company stock valued at $77,822,318 in the last quarter. 0.24% of the stock is owned by company insiders.

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.