Arkadios Wealth Advisors Acquires 2,020 Shares of Micron Technology, Inc. $MU

Arkadios Wealth Advisors lifted its stake in shares of Micron Technology, Inc. (NASDAQ:MU) by 6.2% in the 3rd quarter, Holdings Channel reports. The fund owned 34,822 shares of the semiconductor manufacturer’s stock after acquiring an additional 2,020 shares during the quarter. Arkadios Wealth Advisors’ holdings in Micron Technology were worth $5,826,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also bought and sold shares of MU. First Command Advisory Services Inc. raised its holdings in shares of Micron Technology by 225.0% in the second quarter. First Command Advisory Services Inc. now owns 221 shares of the semiconductor manufacturer’s stock valued at $27,000 after purchasing an additional 153 shares during the last quarter. Barnes Dennig Private Wealth Management LLC acquired a new position in shares of Micron Technology during the 3rd quarter worth about $27,000. Howard Hughes Medical Institute bought a new stake in shares of Micron Technology in the 2nd quarter valued at about $30,000. AlphaQuest LLC grew its holdings in Micron Technology by 13,250.0% during the second quarter. AlphaQuest LLC now owns 267 shares of the semiconductor manufacturer’s stock worth $33,000 after purchasing an additional 265 shares during the period. Finally, WealthCollab LLC increased its position 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 buying an additional 270 shares during the last quarter. Institutional investors and hedge funds own 80.84% of the company’s stock.

Insiders Place Their Bets

In other news, Director Teyin M. Liu acquired 11,600 shares of the business’s stock in a transaction that occurred on Wednesday, January 14th. The stock was acquired at an average price of $337.22 per share, with a total value of $3,911,752.00. Following the completion of the transaction, the director directly owned 25,910 shares of the company’s stock, valued at $8,737,370.20. This trade represents a 81.06% increase in their position. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Sanjay Mehrotra sold 22,500 shares of the stock in a transaction dated Monday, October 27th. The stock was sold at an average price of $220.72, for a total transaction of $4,966,200.00. Following the sale, the chief executive officer owned 446,578 shares in the company, valued at $98,568,696.16. The trade was a 4.80% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 287,500 shares of company stock valued at $65,892,908 over the last 90 days. 0.24% of the stock is owned by company insiders.

Analysts Set New Price Targets

A number of analysts have recently issued reports on MU shares. JPMorgan Chase & Co. raised their price objective on Micron Technology from $220.00 to $350.00 and gave the company an “overweight” rating in a research report on Thursday, December 18th. Wolfe Research boosted their target price on Micron Technology from $300.00 to $350.00 and gave the stock an “outperform” rating in a report on Thursday, December 18th. Stifel Nicolaus raised their price target on Micron Technology from $300.00 to $360.00 and gave the company a “buy” rating in a report on Tuesday. BNP Paribas Exane raised shares of Micron Technology from an “underperform” rating to an “outperform” rating and set a $270.00 price objective for the company in a research report on Monday, October 13th. Finally, HSBC began coverage on shares of Micron Technology in a report on Tuesday, December 9th. They issued a “buy” rating and a $330.00 price objective on the stock. Five research analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Buy” and an average target price of $340.79.

Micron Technology Stock Up 0.6%

NASDAQ MU opened at $365.00 on Wednesday. The company has a current ratio of 2.46, a quick ratio of 1.78 and a debt-to-equity ratio of 0.19. The company has a market cap of $410.81 billion, a price-to-earnings ratio of 34.70 and a beta of 1.50. The company has a 50 day moving average of $272.56 and a 200-day moving average of $196.19. Micron Technology, Inc. has a 1-year low of $61.54 and a 1-year high of $381.56.

Micron Technology (NASDAQ:MU) last issued its quarterly 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 business had revenue of $13.64 billion for the quarter, compared to the consensus estimate of $12.62 billion. During the same quarter in the prior year, the business posted $1.79 earnings per share. The firm’s quarterly 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 research analysts expect that Micron Technology, Inc. will post 6.08 earnings per share for the current fiscal year.

Micron Technology Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Wednesday, January 14th. Investors of record on Monday, December 29th were given a $0.115 dividend. The ex-dividend date was 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 (DPR) is presently 4.37%.

More Micron Technology News

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

• Positive Sentiment: AI-driven demand & sold-out HBM — Company execs and coverage say HBM and DRAM are effectively sold out to AI/cloud customers, supporting tighter pricing and higher revenue for at least the near term. Article Title
• Positive Sentiment: Taiwan fab purchase to raise capacity — Micron agreed to buy Powerchip’s P5 fab for ~$1.8B to accelerate DRAM production, a tangible step to capture AI-driven demand and reduce supply constraints. Article Title
• Positive Sentiment: Analyst upgrades and higher price targets — Several firms raised ratings/targets this week (notably big upside targets from TD Cowen and Rosenblatt), which supports buying interest and momentum traders. Article Title
• Positive Sentiment: Technical/trading signals attracted flows — A “Power Inflow” / order-flow signal flagged intraday buying, drawing short-term momentum traders and pushing the stock higher. Article Title
• Neutral Sentiment: CEO commentary at Davos / CNBC — Management is publicly emphasizing faster capacity build and supply response, which reassures investors but still leaves timing uncertainty. Article Title
• Neutral Sentiment: Momentum & coverage — Wide media coverage of a 52-week high and bullish retail/institution chatter is amplifying flows; useful for sentiment but not a fundamentals change by itself. Article Title
• Negative Sentiment: Capex and margin-cycle risk — Analysts and commentators warn the $1.8B fab buy and massive planned capex raise execution risk and could pressure margins if demand or pricing normalizes. Article Title
• Negative Sentiment: Insider selling vs. selective purchases — Public filings show meaningful insider sales among senior execs alongside a few purchases, which some investors view as a governance/ timing caution. Article Title

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.