AGH Wealth Advisors LLC Invests $250,000 in Micron Technology, Inc. $MU

AGH Wealth Advisors LLC bought a new position in shares of Micron Technology, Inc. (NASDAQ:MU) in the 3rd quarter, according to its most recent 13F filing with the SEC. The fund bought 1,497 shares of the semiconductor manufacturer’s stock, valued at approximately $250,000.

Other hedge funds and other institutional investors have also bought and sold shares of the company. First Command Advisory Services Inc. raised 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 worth $27,000 after buying an additional 153 shares during the period. Barnes Dennig Private Wealth Management LLC acquired a new stake in Micron Technology during the 3rd quarter worth approximately $27,000. Howard Hughes Medical Institute bought a new position in Micron Technology in the second quarter valued at approximately $30,000. AlphaQuest LLC boosted its holdings in shares of 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 buying an additional 265 shares during the period. Finally, Cullen Frost Bankers Inc. increased its position in shares of Micron Technology by 79.3% during the third quarter. Cullen Frost Bankers Inc. now owns 199 shares of the semiconductor manufacturer’s stock worth $33,000 after acquiring an additional 88 shares in the last quarter. Institutional investors own 80.84% of the company’s stock.

Micron Technology Stock Up 5.4%

NASDAQ MU opened at $410.24 on Wednesday. The business has a fifty day moving average price of $288.29 and a two-hundred day moving average price of $205.85. The stock has a market capitalization of $461.73 billion, a PE ratio of 39.00 and a beta of 1.50. Micron Technology, Inc. has a fifty-two week low of $61.54 and a fifty-two week high of $416.45. The company has a debt-to-equity ratio of 0.19, a current ratio of 2.46 and a quick ratio of 1.78.

Micron Technology (NASDAQ:MU) last issued its earnings results on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 EPS for the quarter, topping the consensus estimate of $3.77 by $1.01. The firm 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%.The business’s quarterly revenue was up 56.7% on a year-over-year basis. During the same quarter in the previous year, the firm earned $1.79 earnings per share. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. Equities analysts expect that Micron Technology, Inc. will post 6.08 earnings per share for the current fiscal year.

Micron Technology Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Wednesday, January 14th. Shareholders of record on Monday, December 29th were issued a $0.115 dividend. This represents a $0.46 dividend on an annualized basis and a yield of 0.1%. The ex-dividend date of this dividend was Monday, December 29th. Micron Technology’s dividend payout ratio is presently 4.37%.

Key Stories Impacting Micron Technology

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.

Insider Transactions at Micron Technology

In other news, EVP Manish H. Bhatia sold 26,623 shares of the business’s stock in a transaction dated Thursday, January 22nd. The stock was sold at an average price of $391.04, for a total transaction of $10,410,657.92. Following the sale, the executive vice president directly owned 323,486 shares in the company, valued at approximately $126,495,965.44. The trade was a 7.60% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, CFO Mark J. Murphy sold 126,000 shares of Micron Technology 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 in the company, 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. In the last ninety days, insiders purchased 23,200 shares of company stock valued at $7,821,723 and sold 197,725 shares valued at $50,324,100. Company insiders own 0.24% of the company’s stock.

Wall Street Analyst Weigh In

MU has been the subject of a number of recent research reports. Weiss Ratings raised Micron Technology from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Saturday, November 1st. Deutsche Bank Aktiengesellschaft lifted their price objective on shares of Micron Technology from $200.00 to $280.00 and gave the company a “buy” rating in a research report on Tuesday, December 9th. Morgan Stanley boosted their price target on Micron Technology from $338.00 to $350.00 and gave the stock an “overweight” rating in a research report on Thursday, December 18th. KeyCorp lifted their price objective on shares of Micron Technology from $325.00 to $450.00 and gave the stock an “overweight” rating in a research report on Tuesday, January 13th. Finally, Cantor Fitzgerald increased their price target on shares of Micron Technology from $350.00 to $450.00 and gave the company an “overweight” rating in a report on Wednesday, January 14th. Four 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. Based on data from MarketBeat.com, Micron Technology has a consensus rating of “Buy” and an average price target of $349.76.

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.