Canopy Partners LLC Acquires Shares of 1,870 Micron Technology, Inc. $MU

Canopy Partners LLC bought a new position in Micron Technology, Inc. (NASDAQ:MU) during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor bought 1,870 shares of the semiconductor manufacturer’s stock, valued at approximately $313,000.

A number of other institutional investors have also recently made changes to their positions in the company. Brighton Jones LLC increased its holdings in shares of Micron Technology by 18.3% in the 4th quarter. Brighton Jones LLC now owns 6,318 shares of the semiconductor manufacturer’s stock worth $532,000 after purchasing an additional 976 shares in the last quarter. Sivia Capital Partners LLC boosted its position in shares of Micron Technology by 21.7% during the second quarter. Sivia Capital Partners LLC now owns 3,528 shares of the semiconductor manufacturer’s stock valued at $435,000 after buying an additional 628 shares during the last quarter. Wealth Enhancement Advisory Services LLC boosted its position in shares of Micron Technology by 9.9% during the second quarter. Wealth Enhancement Advisory Services LLC now owns 95,797 shares of the semiconductor manufacturer’s stock valued at $11,715,000 after buying an additional 8,621 shares during the last quarter. Diversified Trust Co increased its holdings in Micron Technology by 61.2% in the 2nd quarter. Diversified Trust Co now owns 8,222 shares of the semiconductor manufacturer’s stock worth $1,013,000 after buying an additional 3,122 shares in the last quarter. Finally, Wedge Capital Management L L P NC purchased a new position in Micron Technology in the 2nd quarter worth about $274,000. Hedge funds and other institutional investors own 80.84% of the company’s stock.

Insider Activity at Micron Technology

In related news, EVP Scott J. Deboer sold 82,000 shares of the company’s stock in a transaction 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 completion of the transaction, the executive vice president owned 154,145 shares of the company’s stock, valued at approximately $34,345,047.45. This represents a 34.72% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, Director Teyin M. Liu purchased 11,600 shares of the business’s stock in a transaction 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 purchase, the director directly owned 25,910 shares in the company, valued at $8,737,370.20. This represents a 81.06% increase in their position. The SEC filing for this purchase provides additional information. Insiders have sold 287,500 shares of company stock worth $65,892,908 in the last 90 days. Company insiders own 0.24% of the company’s stock.

Micron Technology Price Performance

NASDAQ MU opened at $365.00 on Wednesday. The business’s fifty day moving average is $272.56 and its 200 day moving average is $196.19. Micron Technology, Inc. has a fifty-two week low of $61.54 and a fifty-two week high of $381.56. The company has a debt-to-equity ratio of 0.19, a quick ratio of 1.78 and a current ratio of 2.46. The company has a market capitalization of $410.81 billion, a PE ratio of 34.70 and a beta of 1.50.

Micron Technology (NASDAQ:MU) last issued its quarterly earnings results on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 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 during the quarter, compared to analysts’ expectations of $12.62 billion. During the same quarter in the prior year, the business posted $1.79 earnings per share. The business’s quarterly 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. Sell-side analysts predict that Micron Technology, Inc. will post 6.08 earnings per share for the current year.

Micron Technology Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, January 14th. Stockholders of record on Monday, December 29th were given a dividend of $0.115 per share. This represents a $0.46 annualized dividend and a dividend yield of 0.1%. The ex-dividend date was Monday, December 29th. Micron Technology’s dividend payout ratio (DPR) is presently 4.37%.

Analysts Set New Price Targets

A number of analysts have recently issued reports on the stock. Citigroup raised their price target on shares of Micron Technology from $330.00 to $385.00 and gave the company a “buy” rating in a report on Thursday, January 15th. BNP Paribas upgraded shares of Micron Technology from a “strong sell” rating to a “strong-buy” rating in a research report on Monday, October 13th. Cowen reaffirmed a “buy” rating on shares of Micron Technology in a research report on Thursday, December 11th. Barclays boosted their target price on shares of Micron Technology from $275.00 to $450.00 and gave the company an “overweight” rating in a research note on Friday, January 16th. Finally, The Goldman Sachs Group raised their price target on Micron Technology from $205.00 to $235.00 and gave the stock a “neutral” rating in a research note on Thursday, December 18th. Five investment analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Buy” and a consensus target price of $340.79.

Micron Technology News Roundup

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

About Micron Technology

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.