Adamsbrown Wealth Consultants LLC Makes New Investment in Micron Technology, Inc. $MU

Adamsbrown Wealth Consultants LLC acquired a new position in shares of Micron Technology, Inc. (NASDAQ:MU) in the third quarter, HoldingsChannel.com reports. The fund acquired 1,369 shares of the semiconductor manufacturer’s stock, valued at approximately $229,000.

Several other hedge funds and other institutional investors have also made changes to their positions in MU. Barnes Dennig Private Wealth Management LLC purchased a new position in shares of Micron Technology during the 3rd quarter worth approximately $27,000. Cullen Frost Bankers Inc. boosted its stake in shares of Micron Technology by 79.3% in the third quarter. Cullen Frost Bankers Inc. now owns 199 shares of the semiconductor manufacturer’s stock valued at $33,000 after buying an additional 88 shares in the last quarter. First Command Advisory Services Inc. grew its holdings in Micron Technology by 225.0% during the second quarter. First Command Advisory Services Inc. now owns 221 shares of the semiconductor manufacturer’s stock worth $27,000 after acquiring an additional 153 shares during the period. Howard Hughes Medical Institute purchased a new position in Micron Technology in the second quarter worth $30,000. Finally, AlphaQuest LLC lifted its holdings in Micron Technology by 13,250.0% in 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. Hedge funds and other institutional investors own 80.84% of the company’s stock.

Micron Technology News Summary

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

• Positive Sentiment: Micron broke ground on a roughly $24 billion advanced wafer fab in Singapore to boost NAND/HBM capacity (wafer output targeted 2H 2028) — a long-term capacity response to AI-driven memory shortages that underpins revenue/margin upside. Micron Announces Participation in Investor Event
• Positive Sentiment: Multiple market write-ups and investor letters highlight accelerating HBM demand, sold-out HBM book and margin expansion from AI data-center orders — core drivers of the current rally. Micron Stock: Why I’m Still Buying More And You Should, Too
• Positive Sentiment: Analyst upgrades and price-target raises are boosting sentiment (example: Mizuho raised its target and multiple firms have issued Outperform/Buy notes). Benzinga: Analyst Coverage
• Positive Sentiment: Insider buying: a Micron director bought ~23,200 shares in mid-January, signaling insider confidence in the company’s outlook. These 3 Stocks Just Saw Major Insider Moves—Time to Be Bullish or Bearish?
• Neutral Sentiment: Micron will present at investor conferences (Wolfe Research), which could provide incremental guidance/clarity but is unlikely to change the medium-term thesis on its own. Micron Announces Participation in Investor Event
• Neutral Sentiment: Valuation narratives: some outlets argue MU still looks attractively valued given expected earnings growth, but valuation vs. cyclicality remains a watch item. Micron at 11.7 P/E: One of 2026’s Best Buying Opportunities
• Negative Sentiment: Competition risk: reports that Samsung is qualifying/mass-producing HBM4 for Nvidia could pressure Micron’s near-term share gains and HBM pricing. Market reaction to that development trimmed gains previously. Micron Technology Stock Slips on Nvidia-Samsung Supply Deal
• Negative Sentiment: Insider selling: EVP Manish Bhatia sold ~26,623 shares (~$10.4M) in late January; while common for executives to diversify, such sales can be perceived as a near-term negative signal. SEC Filing: Insider Sale (Manish H. Bhatia)
• Negative Sentiment: Execution and capex risk: the $24B plan is positive long term but carries execution risk and a long lead time (output ~2028) — and Micron warns it will pace ramps to avoid creating a glut. Micron to Plow $24 Billion Into Singapore AI Chip Plant. It’s Wary of a Supply Glut.

Analysts Set New Price Targets

MU has been the topic of a number of research analyst reports. Weiss Ratings raised shares of Micron Technology from a “hold (c+)” rating to a “buy (b-)” rating in a report on Saturday, November 1st. TD Cowen lifted their price target on shares of Micron Technology from $300.00 to $450.00 and gave the company a “buy” rating in a research report on Tuesday, January 20th. Wedbush set a $320.00 price target on Micron Technology in a report on Thursday, December 18th. Raymond James Financial raised their price objective on Micron Technology from $190.00 to $310.00 and gave the company an “outperform” rating in a research note on Thursday, December 18th. Finally, Wells Fargo & Company boosted their target price on Micron Technology from $335.00 to $410.00 and gave the stock an “overweight” rating in a research report on Thursday, January 15th. Four research analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat.com, Micron Technology has an average rating of “Buy” and a consensus target price of $349.76.

Micron Technology Price Performance

Micron Technology stock opened at $410.24 on Wednesday. Micron Technology, Inc. has a 1 year low of $61.54 and a 1 year high of $416.45. 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 firm has a 50 day moving average price of $288.29 and a 200 day moving average price of $205.85. The company has a market cap of $461.73 billion, a price-to-earnings ratio of 39.00 and a beta of 1.50.

Micron Technology (NASDAQ:MU) last announced its quarterly earnings data on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.77 by $1.01. The company had revenue of $13.64 billion during the quarter, compared to analysts’ expectations of $12.62 billion. Micron Technology had a net margin of 28.15% and a return on equity of 22.71%. The business’s quarterly revenue was up 56.7% compared to the same quarter last year. During the same period in the previous year, the company earned $1.79 EPS. 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 issued a $0.115 dividend. This represents a $0.46 dividend on an annualized basis and a dividend yield of 0.1%. The ex-dividend date was Monday, December 29th. Micron Technology’s dividend payout ratio (DPR) is 4.37%.

Insiders Place Their Bets

In related news, CEO Sanjay Mehrotra sold 10,602 shares of the stock in a transaction that occurred on Thursday, October 30th. The shares were sold at an average price of $225.23, for a total transaction of $2,387,888.46. Following the completion of the sale, the chief executive officer owned 409,078 shares of the company’s stock, valued at approximately $92,136,637.94. This represents a 2.53% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CFO Mark J. Murphy sold 126,000 shares of the business’s stock in a transaction that occurred on Thursday, October 30th. The stock was sold at an average price of $225.31, for a total transaction of $28,389,060.00. Following the sale, the chief financial officer 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. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders acquired 23,200 shares of company stock worth $7,821,723 and sold 197,725 shares worth $50,324,100. 0.24% of the stock is currently 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.