Micron Technology, Inc. $MU Stock Position Lifted by HB Wealth Management LLC

HB Wealth Management LLC grew its holdings in shares of Micron Technology, Inc. (NASDAQ:MU) by 13.8% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 27,269 shares of the semiconductor manufacturer’s stock after purchasing an additional 3,311 shares during the period. HB Wealth Management LLC’s holdings in Micron Technology were worth $4,563,000 at the end of the most recent reporting period.

Other institutional investors have also bought and sold shares of the company. First Command Advisory Services Inc. increased its stake in Micron Technology by 225.0% during the 2nd quarter. First Command Advisory Services Inc. now owns 221 shares of the semiconductor manufacturer’s stock valued at $27,000 after buying an additional 153 shares during the period. Howard Hughes Medical Institute bought a new position in shares of Micron Technology in the second quarter valued at approximately $30,000. AlphaQuest LLC increased its stake in shares of Micron Technology by 13,250.0% during the second quarter. AlphaQuest LLC now owns 267 shares of the semiconductor manufacturer’s stock valued at $33,000 after acquiring an additional 265 shares during the period. WealthCollab LLC raised its holdings in Micron Technology by 4,500.0% during the second quarter. WealthCollab LLC now owns 276 shares of the semiconductor manufacturer’s stock worth $34,000 after purchasing an additional 270 shares in the last quarter. Finally, Accordant Advisory Group Inc lifted its position in Micron Technology by 200.0% in the third quarter. Accordant Advisory Group Inc now owns 300 shares of the semiconductor manufacturer’s stock worth $50,000 after purchasing an additional 200 shares during the period. Institutional investors and hedge funds own 80.84% of the company’s stock.

Key Stories Impacting Micron Technology

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

• Positive Sentiment: Several sell‑side firms raised targets (Mizuho to $390; UBS and Piper Sandler to ~$400), citing a sustained AI-driven memory squeeze and upside to ASPs and earnings — a direct catalyst for the rally. UBS Group Boosts Micron Technology (NASDAQ:MU) Price Target to $400.00
• Positive Sentiment: Analysts and trade press point to persistent AI demand (higher memory content, tight supply for HBM/DRAM) that supports pricing power, margin expansion and raised FY26/FY27 EPS estimates. Micron’s Pricing Power Looks Unstoppable As AI Demand Outruns Supply
• Positive Sentiment: Coverage from Forbes, The Motley Fool and others highlights Micron’s shift toward higher‑value AI memory and stronger top‑line momentum after recent results — reinforcing the bullish narrative. Up 3x In 2025, What’s Next For Micron Stock?
• Positive Sentiment: Micron announced a major megafab groundbreaking (New York), signaling longer‑term capacity expansion to monetize the structural memory shortage. Micron Announces Groundbreaking for Historic New York Megafab
• Neutral Sentiment: High‑profile media endorsements and screener momentum (Jim Cramer mentions, Zacks Rank #1 additions) are increasing retail and institutional interest but may already be reflected in the stock’s run. Jim Cramer Reveals Why Micron (MU)’s Shares Performed Well
• Neutral Sentiment: Sector peers (e.g., Samsung) reporting record profitability from rising memory prices reinforce the thematic tailwind for Micron but also remind investors that the industry remains cyclical. Samsung Expects Record Profit as Memory Chip Prices Soar. What It Means for Micron Stock.
• Negative Sentiment: An insider (Micron’s CAO) sold 2,000 shares recently; while small in the context of total holdings, such sales can be highlighted by short‑term traders. SEC Filing: Insider Sale by Scott R. Allen
• Negative Sentiment: After a steep run, the stock has seen profit‑taking and a market pullback; notes about overbought technicals and elevated valuation raise the risk of near‑term volatility despite strong fundamentals. Micron (MU) Stock Drops In Market Pullback, But AI Memory Demand Stays Hot

Insiders Place Their Bets

In other Micron Technology news, Director Steven J. Gomo sold 5,000 shares of the firm’s stock in a transaction dated 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 completion of the sale, the director directly owned 19,139 shares in the company, valued at approximately $5,045,614.57. This trade represents a 20.71% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, CEO Sanjay Mehrotra sold 3,743 shares of the firm’s stock in a transaction dated Friday, November 7th. The stock was sold at an average price of $233.39, for a total value of $873,578.77. Following the sale, the chief executive officer owned 396,578 shares of the company’s stock, valued at $92,557,339.42. The trade was a 0.93% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 318,800 shares of company stock valued at $72,333,387 over the last quarter. 0.24% of the stock is owned by insiders.

Analysts Set New Price Targets

Several equities analysts have recently issued reports on the company. Bank of America upgraded Micron Technology from a “neutral” rating to a “buy” rating and lifted their price target for the company from $250.00 to $300.00 in a research report on Thursday, December 18th. Deutsche Bank Aktiengesellschaft lifted their target price on Micron Technology from $200.00 to $280.00 and gave the stock a “buy” rating in a report on Tuesday, December 9th. TD Cowen upped their price target on shares of Micron Technology from $275.00 to $300.00 and gave the company a “buy” rating in a report on Thursday, December 18th. Stifel Nicolaus lifted their price objective on shares of Micron Technology from $195.00 to $300.00 and gave the stock a “buy” rating in a research note on Friday, December 12th. Finally, New Street Research reiterated a “neutral” rating on shares of Micron Technology in a report on Tuesday, October 14th. 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’s stock. According to MarketBeat.com, the stock currently has an average rating of “Buy” and a consensus target price of $295.45.

Micron Technology Price Performance

MU stock opened at $345.09 on Friday. Micron Technology, Inc. has a one year low of $61.54 and a one year high of $346.30. The firm has a 50-day moving average of $256.89 and a two-hundred day moving average of $184.24. The firm has a market capitalization of $388.40 billion, a PE ratio of 32.80, a P/E/G ratio of 0.21 and a beta of 1.50. The company has a current ratio of 2.46, a quick ratio of 1.78 and a debt-to-equity ratio of 0.19.

Micron Technology (NASDAQ:MU) last released its quarterly earnings results on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.77 by $1.01. The business had revenue of $13.64 billion for the quarter, compared to analyst estimates of $12.62 billion. Micron Technology had a net margin of 28.15% and a return on equity of 22.71%. The firm’s revenue was up 56.7% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.79 earnings per share. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. On average, analysts forecast that Micron Technology, Inc. will post 6.08 earnings per share for the current year.

Micron Technology Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, January 14th. Stockholders 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 dividend on an annualized basis and a dividend yield of 0.1%. Micron Technology’s dividend payout ratio is presently 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.