Belpointe Asset Management LLC Purchases 4,340 Shares of Micron Technology, Inc. $MU

Belpointe Asset Management LLC increased its position in Micron Technology, Inc. (NASDAQ:MU) by 25.6% during the third quarter, HoldingsChannel reports. The institutional investor owned 21,326 shares of the semiconductor manufacturer’s stock after acquiring an additional 4,340 shares during the period. Belpointe Asset Management LLC’s holdings in Micron Technology were worth $3,568,000 as of its most recent SEC filing.

A number of other institutional investors have also recently added to or reduced their stakes in MU. American Capital Advisory LLC increased its stake in shares of Micron Technology by 20.4% during the 3rd quarter. American Capital Advisory LLC now owns 272 shares of the semiconductor manufacturer’s stock worth $46,000 after purchasing an additional 46 shares during the last quarter. Teamwork Financial Advisors LLC boosted its holdings in Micron Technology by 0.4% in the third quarter. Teamwork Financial Advisors LLC now owns 14,974 shares of the semiconductor manufacturer’s stock worth $2,505,000 after purchasing an additional 53 shares in the last quarter. Blue Trust Inc. increased its position in Micron Technology by 0.5% during the third quarter. Blue Trust Inc. now owns 10,633 shares of the semiconductor manufacturer’s stock worth $1,779,000 after buying an additional 53 shares during the last quarter. Lodestone Wealth Management LLC raised its holdings in Micron Technology by 3.2% during the third quarter. Lodestone Wealth Management LLC now owns 1,693 shares of the semiconductor manufacturer’s stock valued at $283,000 after buying an additional 53 shares in the last quarter. Finally, Allen Capital Group LLC raised its holdings in Micron Technology by 1.2% during the third quarter. Allen Capital Group LLC now owns 4,554 shares of the semiconductor manufacturer’s stock valued at $762,000 after buying an additional 54 shares in the last quarter. 80.84% of the stock is currently owned by institutional investors and hedge funds.

Micron Technology Stock Performance

Shares of NASDAQ MU opened at $410.24 on Wednesday. The firm has a market capitalization of $461.73 billion, a price-to-earnings ratio of 39.00 and a beta of 1.50. Micron Technology, Inc. has a one year low of $61.54 and a one year high of $416.45. The business has a fifty day simple moving average of $288.29 and a 200 day simple moving average of $205.85. 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 announced its quarterly earnings results 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. Micron Technology had a net margin of 28.15% and a return on equity of 22.71%. The firm had revenue of $13.64 billion for the quarter, compared to analyst estimates of $12.62 billion. During the same quarter in the previous year, the firm posted $1.79 EPS. The business’s revenue for the quarter 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 expect that Micron Technology, Inc. will post 6.08 EPS for the current year.

Micron Technology Announces Dividend

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

Wall Street Analyst Weigh In

Several analysts have recently issued reports on the company. Wedbush set a $320.00 price target on Micron Technology in a research note on Thursday, December 18th. Bank of America upped their target price on Micron Technology from $300.00 to $400.00 and gave the stock a “buy” rating in a research report on Tuesday, January 13th. Barclays increased their price target on Micron Technology from $275.00 to $450.00 and gave the company an “overweight” rating in a report on Friday, January 16th. New Street Research restated a “neutral” rating on shares of Micron Technology in a research note on Tuesday, October 14th. Finally, Piper Sandler raised their target price on shares of Micron Technology from $275.00 to $400.00 and gave the company an “overweight” rating in a research note on Wednesday, January 7th. Four 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’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Buy” and an average target price of $349.76.

Insider Activity

In other news, CEO Sanjay Mehrotra sold 10,602 shares of the company’s stock in a transaction that occurred on Thursday, October 30th. The stock was sold at an average price of $225.23, for a total value of $2,387,888.46. Following the sale, the chief executive officer directly owned 409,078 shares in the company, 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 SEC, which is accessible through this link. Also, Director Teyin M. Liu bought 11,600 shares of the business’s stock in a transaction that occurred on Tuesday, January 13th. The shares were bought at an average price of $337.07 per share, with a total value of $3,910,012.00. Following the transaction, the director directly owned 14,310 shares in the company, valued at $4,823,471.70. This trade represents a 428.04% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Over the last quarter, insiders have purchased 23,200 shares of company stock valued at $7,821,723 and have sold 197,725 shares valued at $50,324,100. 0.24% of the stock is currently owned by company insiders.

Trending Headlines about 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.

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.