Advisors Asset Management Inc. Purchases 5,263 Shares of Micron Technology, Inc. $MU

Advisors Asset Management Inc. boosted its holdings in shares of Micron Technology, Inc. (NASDAQ:MU) by 13.5% during the 3rd quarter, HoldingsChannel.com reports. The fund owned 44,314 shares of the semiconductor manufacturer’s stock after purchasing an additional 5,263 shares during the period. Advisors Asset Management Inc.’s holdings in Micron Technology were worth $7,415,000 at the end of the most recent quarter.

Other large investors also recently modified their holdings of the company. REAP Financial Group LLC acquired a new position in shares of Micron Technology in the 3rd quarter valued at approximately $25,000. First Command Advisory Services Inc. lifted its stake 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 buying an additional 153 shares in the last quarter. Barnes Dennig Private Wealth Management LLC acquired a new position in shares of Micron Technology in the third quarter valued at approximately $27,000. Howard Hughes Medical Institute acquired a new stake in shares of Micron Technology during the second quarter worth $30,000. Finally, AlphaQuest LLC raised 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 worth $33,000 after acquiring an additional 265 shares during the period. 80.84% of the stock is currently owned by institutional investors.

Key Micron Technology News

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

• Positive Sentiment: TD Cowen bumped its bull-side target to $600, arguing DRAM market tightness could persist and support sustained pricing — a high-profile, upside-driving call that likely lifted investor sentiment. Micron Stock Gets a New Street-High $600 Target — TD Cowen Sees 55% Upside.
• Positive Sentiment: Morgan Stanley raised its price target to $450 and kept an “overweight” view, adding institutional validation to the rally and suggesting more analyst-driven buying. Benzinga: PT raised to $450
• Positive Sentiment: Micron’s CFO said HBM4 is in high‑volume production and has begun shipping to customers — concrete evidence that premium HBM demand (high-margin, AI-centric) is converting into revenue. Micron’s stock pops. Here’s what an executive just said to calm nervous investors.
• Neutral Sentiment: Analysts and media pieces highlight structural AI-driven memory demand and Micron’s execution vs. peers — supportive context for the rally but also increase market expectations. Can Micron (MU) Sustain Momentum? Analysts Point to Pricing Tailwinds
• Negative Sentiment: Several reminder pieces flag the memory sector’s cyclicality and valuation risks — analysts and commentators caution that strong near‑term results could reverse if supply/demand balances change. How High Can Micron Go In the Memory Supercycle?
• Negative Sentiment: Valuation critics note Micron still looks expensive on some metrics despite growth, creating vulnerability to profit‑taking or any demand softness. Micron: Valuation Is Still In The Dust

Wall Street Analysts Forecast Growth

A number of equities analysts have issued reports on the company. Wall Street Zen upgraded Micron Technology from a “buy” rating to a “strong-buy” rating in a report on Sunday, November 23rd. Phillip Securities raised Micron Technology to a “strong-buy” rating in a research report on Monday, February 2nd. HSBC raised their price target on shares of Micron Technology from $350.00 to $500.00 and gave the stock a “buy” rating in a research note on Friday, January 23rd. Itau BBA Securities reaffirmed an “outperform” rating on shares of Micron Technology in a research report on Thursday, December 18th. Finally, Cantor Fitzgerald boosted their price target on shares of Micron Technology from $350.00 to $450.00 and gave the stock an “overweight” rating in a research report on Wednesday, January 14th. Six research analysts have rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Buy” and an average price target of $353.21.

Micron Technology Stock Up 9.9%

Micron Technology stock opened at $410.34 on Thursday. The stock has a market capitalization of $461.84 billion, a PE ratio of 39.01 and a beta of 1.52. Micron Technology, Inc. has a twelve month low of $61.54 and a twelve month high of $455.50. The company has a 50 day moving average of $327.74 and a 200-day moving average of $227.69. The company has a quick ratio of 1.78, a current ratio of 2.46 and a debt-to-equity ratio of 0.19.

Micron Technology (NASDAQ:MU) last released its earnings results on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 earnings per share for the quarter, beating the consensus estimate of $3.77 by $1.01. The business had revenue of $13.64 billion during the quarter, compared to analysts’ expectations of $12.62 billion. Micron Technology had a net margin of 28.15% and a return on equity of 22.71%. The firm’s revenue was up 56.7% on a year-over-year basis. During the same period last year, the business earned $1.79 earnings per share. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. On average, equities research analysts anticipate that Micron Technology, Inc. will post 6.08 EPS for the current fiscal year.

Micron Technology Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, January 14th. Shareholders of record on Monday, December 29th were paid a $0.115 dividend. 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 4.37%.

Insider Buying and Selling at Micron Technology

In other Micron Technology news, EVP Manish H. Bhatia sold 26,623 shares of the business’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 transaction of $10,410,657.92. Following the completion of the transaction, the executive vice president directly owned 323,486 shares in the company, valued at $126,495,965.44. The trade was a 7.60% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Sumit Sadana sold 25,000 shares of the stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $429.89, for a total transaction of $10,747,250.00. Following the completion of the transaction, the executive vice president directly owned 248,021 shares of the company’s stock, valued at approximately $106,621,747.69. The trade was a 9.16% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have acquired 23,200 shares of company stock valued at $7,821,723 and have sold 73,623 shares valued at $27,307,408. 0.24% of the stock is owned by corporate insiders.

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.