Advyzon Investment Management LLC Acquires New Stake in Micron Technology, Inc. $MU

Advyzon Investment Management LLC bought a new position in Micron Technology, Inc. (NASDAQ:MU) in the 3rd quarter, Holdings Channel.com reports. The institutional investor bought 2,228 shares of the semiconductor manufacturer’s stock, valued at approximately $373,000.

Several other institutional investors have also recently made changes to their positions in MU. REAP Financial Group LLC bought a new position in shares of Micron Technology in the third quarter worth $25,000. Barnes Dennig Private Wealth Management LLC purchased a new position in shares of Micron Technology during the third quarter worth approximately $27,000. Cullen Frost Bankers Inc. raised its position in 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 period. First Command Advisory Services Inc. lifted its position 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 purchasing an additional 153 shares during the last quarter. Finally, Howard Hughes Medical Institute purchased a new stake in Micron Technology during the 2nd quarter valued at $30,000. Hedge funds and other institutional investors own 80.84% of the company’s stock.

Micron Technology Price Performance

Micron Technology stock opened at $428.17 on Monday. The company has a market cap of $481.91 billion, a price-to-earnings ratio of 40.70 and a beta of 1.51. Micron Technology, Inc. has a 52-week low of $61.54 and a 52-week high of $455.50. The company has a quick ratio of 1.78, a current ratio of 2.46 and a debt-to-equity ratio of 0.19. The firm’s fifty day moving average is $351.28 and its 200 day moving average is $243.56.

Micron Technology (NASDAQ:MU) last released its quarterly earnings results on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 EPS for the quarter, topping analysts’ consensus estimates 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 during the quarter, compared to analysts’ expectations of $12.62 billion. During the same period in the previous year, the company earned $1.79 EPS. The firm’s revenue for the quarter 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. Sell-side analysts forecast that Micron Technology, Inc. will post 6.08 EPS for the current fiscal year.

Micron Technology Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Wednesday, January 14th. Investors of record on Monday, December 29th were given a dividend of $0.115 per share. The ex-dividend date of this dividend 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 is presently 4.37%.

Insider Transactions at Micron Technology

In related news, EVP Manish H. Bhatia sold 26,623 shares of Micron Technology 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 completion of the sale, the executive vice president directly owned 323,486 shares in the company, valued at $126,495,965.44. This trade represents a 7.60% decrease in their position. The transaction 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 Micron Technology stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $429.89, for a total value of $10,747,250.00. Following the sale, the executive vice president directly owned 248,021 shares of the company’s stock, valued at $106,621,747.69. This trade represents a 9.16% 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 73,623 shares worth $27,307,408. Company insiders own 0.24% of the company’s stock.

Key Micron Technology News

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

• Positive Sentiment: Analysts and media point to surging AI/data‑center memory demand and near-term supply constraints that support higher DRAM/HBM pricing and revenue upside for Micron. What’s Going On With Micron Stock Friday?
• Positive Sentiment: Recent analyst activity: Needham raised its price target to $450, and at least one upgrade was reported this week, boosting near‑term sentiment and trading interest. Needham & Company LLC Raises Micron Technology (NASDAQ:MU) Price Target to $450.00
• Positive Sentiment: Management reassured investors at a recent conference that HBM4 development is on track (no delays), reducing a key execution risk for high‑margin AI memory products. Micron Shareholders Received Amazing News at a Recent Investor Conference
• Positive Sentiment: Coverage and screen attention (Zacks, Yahoo trending stories) have elevated flows and retail/institutional interest, amplifying momentum. Here is What to Know Beyond Why Micron Technology, Inc. (MU) is a Trending Stock
• Neutral Sentiment: Barron’s notes increased retail accumulation in several high‑profile tech names, including Micron—this can fuel rallies but also raise volatility. Tesla Stock Falls. Why Retail Investors Keep Buying Alongside Micron, Microsoft, Others.
• Neutral Sentiment: Valuation checks: commentary notes strong share‑price momentum and lofty multiples tied to AI expectations—important context but not an immediate driver. Micron Technology (MU) Valuation Check After Strong Share Price Momentum And AI Memory Expectations
• Negative Sentiment: Some analysts and market commentators warn the rally resembles a late‑cycle “melt‑up” and caution against chasing the move; that raises downside risk if memory pricing or sentiment reverses. Micron: Melt-Up Looks Late Cycle; Don’t Chase This Rally Any Further
• Negative Sentiment: Micron remains a cyclical semiconductor play; long‑term gains depend on sustained AI infrastructure build‑out and memory pricing—cyclical downturns could erase gains. Is Micron Technology a Buy?

Analyst Upgrades and Downgrades

A number of research firms recently issued reports on MU. HSBC increased 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. Royal Bank Of Canada initiated coverage on shares of Micron Technology in a research report on Thursday, January 15th. They issued an “outperform” rating and a $425.00 target price on the stock. Wedbush set a $320.00 target price on shares of Micron Technology in a report on Thursday, December 18th. The Goldman Sachs Group increased their target price on Micron Technology from $205.00 to $235.00 and gave the stock a “neutral” rating in a research note on Thursday, December 18th. Finally, Phillip Securities raised shares of Micron Technology to a “strong-buy” rating in a research report on Monday, February 2nd. Six analysts have rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and three have given a Hold rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Buy” and an average target price of $358.38.

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.