Micron Technology, Inc. $MU Shares Bought by HighPoint Advisor Group LLC

HighPoint Advisor Group LLC raised its stake in shares of Micron Technology, Inc. (NASDAQ:MU) by 6.9% in the third quarter, according to its most recent 13F filing with the SEC. The fund owned 22,431 shares of the semiconductor manufacturer’s stock after buying an additional 1,440 shares during the period. HighPoint Advisor Group LLC’s holdings in Micron Technology were worth $3,753,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also modified their holdings of MU. First Command Advisory Services Inc. lifted its holdings in Micron Technology by 225.0% in the second quarter. First Command Advisory Services Inc. now owns 221 shares of the semiconductor manufacturer’s stock valued at $27,000 after acquiring an additional 153 shares during the period. Barnes Dennig Private Wealth Management LLC purchased a new position in shares of Micron Technology during the 3rd quarter valued at approximately $27,000. Howard Hughes Medical Institute purchased a new position in shares of Micron Technology during the 2nd quarter valued at approximately $30,000. AlphaQuest LLC lifted its stake in shares of Micron Technology by 13,250.0% in the 2nd quarter. AlphaQuest LLC now owns 267 shares of the semiconductor manufacturer’s stock valued at $33,000 after purchasing an additional 265 shares during the period. Finally, Cullen Frost Bankers Inc. boosted its holdings in 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 buying an additional 88 shares in the last quarter. Institutional investors and hedge funds own 80.84% of the company’s stock.

Micron Technology Stock Performance

NASDAQ MU opened at $379.66 on Thursday. 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 stock’s fifty day moving average is $312.48 and its two-hundred day moving average is $217.98. The firm has a market capitalization of $427.31 billion, a P/E ratio of 36.09 and a beta of 1.52. Micron Technology, Inc. has a fifty-two week low of $61.54 and a fifty-two week high of $455.50.

Micron Technology (NASDAQ:MU) last posted its quarterly 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. 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 analyst estimates of $12.62 billion. During the same quarter in the previous year, the firm earned $1.79 EPS. The company’s quarterly revenue was up 56.7% compared to the same quarter last year. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. On average, research analysts anticipate that Micron Technology, Inc. will post 6.08 earnings per share for the current year.

Micron Technology Dividend Announcement

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

Wall Street Analysts Forecast Growth

A number of research analysts have weighed in on the stock. The Goldman Sachs Group lifted their price objective on shares of Micron Technology from $205.00 to $235.00 and gave the company a “neutral” rating in a report on Thursday, December 18th. Bank of America lifted their price target on Micron Technology from $300.00 to $400.00 and gave the company a “buy” rating in a research note on Tuesday, January 13th. Mizuho upped their price target on Micron Technology from $390.00 to $480.00 and gave the stock an “outperform” rating in a report on Tuesday, January 27th. Morgan Stanley raised their price objective on Micron Technology from $338.00 to $350.00 and gave the company an “overweight” rating in a report on Thursday, December 18th. Finally, Stifel Nicolaus boosted their price objective on Micron Technology from $300.00 to $360.00 and gave the company a “buy” rating in a research report on Tuesday, January 20th. Six analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat, Micron Technology currently has an average rating of “Buy” and an average price target of $349.76.

Micron Technology News Summary

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

• Positive Sentiment: Mizuho raised its price target to $480 and kept an Outperform rating, reinforcing bullish expectations around memory demand and Micron’s positioning in AI/dram/HBM markets. Mizuho Lifts Micron Technology, Inc. (MU)’s Price Target To $480
• Positive Sentiment: Phillip Securities set a $500 price target and issued a strong‑buy view citing strong HBM (high‑bandwidth memory) demand — a bullish signal for multi‑year upside tied to AI infrastructure spending. Micron (MU) Stock: Phillip Securities Sets $500 Price Target on HBM Demand
• Positive Sentiment: Micron announced a $24 billion Singapore NAND “megafab” project, signaling long‑term capacity build for NAND demand (supports revenue growth but increases near‑term capex expectations). Micron Technology (MU) Is Up 6.7% After Launching $24 Billion Singapore NAND Megafab Project
• Neutral Sentiment: Several valuation and bull‑case pieces review whether AI tailwinds and recent gains are already priced in — useful for investors reassessing entry points but not immediate catalysts. Micron Technology (MU) Valuation Check As Strong Multi Year Returns Meet AI Supercycle Expectations
• Neutral Sentiment: Analysis pieces argue Micron’s AI memory tailwinds are strong but warn some of those positives may already be reflected in the stock — weigh conviction versus stretched multiples. Micron: Tailwinds Priced In
• Negative Sentiment: Profit‑taking and unusual options activity pushed the stock lower after a sharp rally; commentators point to classic post‑run pullback dynamics and investor caution on very large capex commitments. Micron stock sinks after big rally: why profit-taking is hitting now
• Negative Sentiment: EVP Sumit Sadana sold 25,000 shares (~$10.7M at ~$429.89), reducing his stake ~9.2% — an insider sale that can stoke short‑term investor concern about near‑term sentiment. SEC Filing: Insider Sale

Insider Buying and Selling at Micron Technology

In other Micron Technology news, Director Teyin M. Liu bought 7,820 shares of the business’s stock in a transaction on Wednesday, January 14th. The stock was bought at an average price of $337.50 per share, with a total value of $2,639,250.00. Following the completion of the purchase, the director directly owned 25,910 shares in the company, valued at $8,744,625. The trade was a 43.23% increase in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP April S. Arnzen sold 15,000 shares of Micron Technology stock in a transaction on Monday, December 22nd. The shares were sold at an average price of $277.09, for a total value of $4,156,350.00. Following the completion of the sale, the executive vice president owned 165,618 shares in the company, valued at $45,891,091.62. This represents a 8.30% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have acquired 23,200 shares of company stock worth $7,821,723 and have sold 77,366 shares worth $28,180,987. 0.24% of the stock is currently owned by corporate 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.