Mission Wealth Management LP Decreases Stock Holdings in Micron Technology, Inc. $MU

Mission Wealth Management LP cut its stake in shares of Micron Technology, Inc. (NASDAQ:MU) by 12.2% in the third quarter, according to its most recent disclosure with the SEC. The firm owned 12,448 shares of the semiconductor manufacturer’s stock after selling 1,726 shares during the period. Mission Wealth Management LP’s holdings in Micron Technology were worth $2,083,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of MU. Brighton Jones LLC lifted its stake in 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 lifted its holdings in shares of Micron Technology by 21.7% in the 2nd quarter. Sivia Capital Partners LLC now owns 3,528 shares of the semiconductor manufacturer’s stock worth $435,000 after acquiring an additional 628 shares during the last quarter. Hilltop National Bank acquired a new position in Micron Technology during the second quarter worth $37,000. Ameritas Advisory Services LLC purchased a new position in Micron Technology during the 2nd quarter valued at about $235,000. Finally, Simplicity Wealth LLC acquired a new position in shares of Micron Technology in the second quarter valued at approximately $872,000. 80.84% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at Micron Technology

In related news, Director Steven J. Gomo sold 5,000 shares of the company’s stock in a transaction dated Friday, December 19th. The shares were sold at an average price of $263.63, for a total value of $1,318,150.00. Following the completion of the sale, the director owned 19,139 shares of the company’s stock, valued at $5,045,614.57. This represents a 20.71% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, Director Teyin M. Liu acquired 7,820 shares of the stock in a transaction that occurred on Wednesday, January 14th. The shares were bought at an average price of $337.50 per share, for a total transaction of $2,639,250.00. Following the purchase, the director directly owned 25,910 shares of the company’s stock, valued at approximately $8,744,625. This trade represents a 43.23% 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 worth $7,821,723 and have sold 61,123 shares worth $19,547,151. 0.24% of the stock is currently owned by corporate insiders.

Micron Technology Stock Down 4.2%

Shares of NASDAQ:MU opened at $419.44 on Wednesday. Micron Technology, Inc. has a 1 year low of $61.54 and a 1 year high of $455.50. The stock has a 50-day simple moving average of $309.49 and a 200-day simple moving average of $216.84. The stock has a market capitalization of $472.08 billion, a P/E ratio of 39.87 and a beta of 1.52. The company has a debt-to-equity ratio of 0.19, a quick ratio of 1.78 and a current ratio of 2.46.

Micron Technology (NASDAQ:MU) last announced its earnings results on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 EPS for the quarter, beating the consensus estimate 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 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 was up 56.7% on a year-over-year basis. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. Equities analysts forecast that Micron Technology, Inc. will post 6.08 earnings per share for the current year.

Micron Technology Announces Dividend

The firm also recently announced 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 annualized dividend and a yield of 0.1%. Micron Technology’s payout ratio is presently 4.37%.

Micron Technology News Roundup

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

• Positive Sentiment: Micron announced a $24 billion NAND “megafab” project in Singapore, a major capacity expansion that reinforces its position in NAND and supports long-term revenue potential from data-center and AI demand. Micron Technology (MU) Is Up 6.7% After Launching $24 Billion Singapore NAND Megafab Project
• Positive Sentiment: Mizuho raised its price target to $480 and kept an Outperform rating, signaling continued analyst conviction behind the AI/memory growth story. Mizuho Lifts Micron Technology, Inc. (MU)’s Price Target To $480, Maintains Outperform Rating
• Positive Sentiment: Phillip Securities set a $500 price target, citing strong HBM (high-bandwidth memory) demand tied to AI workloads — another bullish analyst view supporting upside. Micron (MU) Stock: Phillip Securities Sets $500 Price Target on HBM Demand
• Positive Sentiment: Apple’s management highlighted memory/supply constraints on its earnings call, which the market interprets as a tailwind for memory suppliers like Micron. Apple CEO Tim Cook Just Gave Great News to Micron Investors
• Positive Sentiment: Recent coverage points to AI-driven memory demand as the main driver of a ~45% rally last month, validating the growth narrative that underpins current multiples. How Micron Technology Stock Soared 45% Last Month
• Neutral Sentiment: MSN reports a price-target increase of ~11.6% to $356.87 — a positive revision but still below the current share price, so limited near-term signal. Micron Technology (MU) price target increased by 11.59% to 356.87
• Neutral Sentiment: Coverage on valuation and institutional positioning (Ashva Capital holding, evolving valuation stories) highlights heightened investor interest but also wider debate over whether future growth is fully priced. How The Evolving Story On Micron Technology (MU) Is Shaping Its Valuation Now
• Negative Sentiment: After a rapid run-up, traders are locking in gains: profit-taking and unusual options activity are cited as drivers of today’s pullback, and concerns about very large future capex commitments are weighing on sentiment. Micron stock sinks after big rally: why profit-taking is hitting now
• Negative Sentiment: Analysis warns that many of Micron’s tailwinds may already be priced in, which can increase downside risk if growth or margins miss lofty expectations. Micron: Tailwinds Priced In
• Negative Sentiment: Market commentaries (e.g., Zacks) summarize the dip as greater-than-market weakness driven by the combination of profit-taking and valuation caution. Why Micron (MU) Dipped More Than Broader Market Today

Analysts Set New Price Targets

Several equities research analysts have weighed in on MU shares. Rosenblatt Securities restated a “buy” rating and set a $500.00 price target on shares of Micron Technology in a report on Tuesday, January 20th. Cantor Fitzgerald boosted their price target on shares of Micron Technology from $350.00 to $450.00 and gave the company an “overweight” rating in a research report on Wednesday, January 14th. Itau BBA Securities reissued an “outperform” rating on shares of Micron Technology in a report on Thursday, December 18th. Wolfe Research lifted their price objective on shares of Micron Technology from $300.00 to $350.00 and gave the company an “outperform” rating in a research report on Thursday, December 18th. Finally, Wells Fargo & Company increased their price objective on Micron Technology from $335.00 to $410.00 and gave the stock an “overweight” rating in a research report on Thursday, January 15th. Five equities research 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 MarketBeat, the stock currently has an average rating of “Buy” and a consensus price target of $349.76.

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.