FSA Wealth Partners Inc. Purchases New Holdings in Micron Technology, Inc. $MU

FSA Wealth Partners Inc. acquired a new position in Micron Technology, Inc. (NASDAQ:MU) during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor acquired 1,608 shares of the semiconductor manufacturer’s stock, valued at approximately $269,000.

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

Insider Activity

In related news, EVP Manish H. Bhatia sold 26,623 shares of the firm’s stock in a transaction that occurred on Thursday, January 22nd. The shares were sold at an average price of $391.04, for a total value of $10,410,657.92. Following the transaction, the executive vice president owned 323,486 shares of the company’s stock, valued at approximately $126,495,965.44. This trade represents a 7.60% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, EVP April S. Arnzen sold 15,000 shares of the business’s stock in a transaction that occurred on Monday, December 22nd. The shares were sold at an average price of $277.09, for a total transaction of $4,156,350.00. Following the sale, the executive vice president owned 165,618 shares of the company’s stock, valued at $45,891,091.62. This trade represents a 8.30% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have bought 23,200 shares of company stock worth $7,821,723 and have sold 61,123 shares worth $19,547,151. 0.24% of the stock is owned by company insiders.

Key Micron Technology News

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

• Positive Sentiment: Company capacity buildouts and bullish management commentary support a multi-year tightness in memory supply, reinforcing revenue and margin upside tied to AI/HBM demand. Micron’s CEO Has Just Dropped Game-Changing News
• Positive Sentiment: Micron broke ground on a major Singapore NAND fab (~$24B over 10 years) and has large capacity commitments (cited multi‑country investments), which underpins long-term supply discipline and market share expansion. Micron (MU) Expands Manufacturing Footprint as AI Drives Long-Term Memory Demand
• Positive Sentiment: Multiple analyst upgrades and bullish coverage (including Zacks rankings and recent upgrades that lifted targets) have driven buying interest and a stretched short-term rerate. Micron Technology (NASDAQ:MU) Trading 6.1% Higher Following Analyst Upgrade
• Positive Sentiment: Industry leader Samsung signaling a “golden era” for memory chips supports an optimistic demand/pricing backdrop for Micron’s DRAM/HBM businesses. Micron Stock Pops. Samsung Signals ‘Golden Era’ for Memory Chips.
• Neutral Sentiment: Roundup of Wall Street analyst target prices and coverage — useful for context but represents a mix of views rather than a single directional catalyst. What Are Wall Street Analysts’ Target Price for Micron Technology Stock?
• Negative Sentiment: Insider selling: a top operations executive sold shares ahead of the stock’s all-time high, which can trigger investor concern despite routine lockup/compensation explanations. Micron Stock Keeps Climbing—And a Top Executive May Have Sold Too Soon
• Negative Sentiment: Unusual put-option activity after MU’s rapid two‑month doubling suggests some traders are hedging or betting on a pullback, adding to intraday volatility and downside risk. Unusual Put Options Activity in Micron Technology After MU Stock Doubles in 2 Months
• Negative Sentiment: Commentary questioning whether the rally has peaked creates profit‑taking pressure even as management reiterates a bullish long-term view. Think Micron Technology’s Stock May Have Peaked? This Is Why Its CEO Remains Bullish.

Analyst Upgrades and Downgrades

Several analysts recently commented on the stock. Wall Street Zen raised shares of Micron Technology from a “buy” rating to a “strong-buy” rating in a research report on Sunday, November 23rd. TD Cowen increased their price target on shares of Micron Technology from $300.00 to $450.00 and gave the company a “buy” rating in a report on Tuesday, January 20th. Wedbush set a $320.00 price target on shares of Micron Technology in a research report on Thursday, December 18th. Stifel Nicolaus boosted their price objective on shares of Micron Technology from $300.00 to $360.00 and gave the stock a “buy” rating in a report on Tuesday, January 20th. Finally, Needham & Company LLC increased their target price on Micron Technology from $200.00 to $300.00 and gave the company a “buy” rating in a research note on Tuesday, December 16th. Five investment analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat.com, Micron Technology presently has an average rating of “Buy” and an average price target of $349.76.

Micron Technology Trading Down 4.8%

NASDAQ:MU opened at $414.88 on Friday. The company has a market cap of $466.95 billion, a PE ratio of 39.44 and a beta of 1.50. 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 50 day simple moving average of $301.32 and a two-hundred day simple moving average of $211.73. Micron Technology, Inc. has a 12 month low of $61.54 and a 12 month high of $455.50.

Micron Technology (NASDAQ:MU) last released 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 firm had revenue of $13.64 billion for the quarter, compared to the consensus estimate of $12.62 billion. During the same period last year, the business posted $1.79 EPS. The company’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. Research analysts forecast that Micron Technology, Inc. will post 6.08 earnings per share for the current year.

Micron Technology Announces Dividend

The company 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. 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 payout ratio is currently 4.37%.

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.