Clearstead Advisors LLC Raises Stake in Micron Technology, Inc. $MU

Clearstead Advisors LLC increased its position in Micron Technology, Inc. (NASDAQ:MU) by 12.4% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 53,843 shares of the semiconductor manufacturer’s stock after buying an additional 5,931 shares during the period. Clearstead Advisors LLC’s holdings in Micron Technology were worth $9,009,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also modified their holdings of the company. American Capital Advisory LLC raised its holdings in Micron Technology by 20.4% in the 3rd quarter. American Capital Advisory LLC now owns 272 shares of the semiconductor manufacturer’s stock valued at $46,000 after acquiring an additional 46 shares during the last quarter. Teamwork Financial Advisors LLC grew its position in shares of Micron Technology by 0.4% in the third quarter. Teamwork Financial Advisors LLC now owns 14,974 shares of the semiconductor manufacturer’s stock valued at $2,505,000 after purchasing an additional 53 shares during the period. Blue Trust Inc. increased its stake in Micron Technology by 0.5% in the third quarter. Blue Trust Inc. now owns 10,633 shares of the semiconductor manufacturer’s stock valued at $1,779,000 after purchasing an additional 53 shares during the last quarter. Lodestone Wealth Management LLC lifted its position in Micron Technology by 3.2% during the third quarter. Lodestone Wealth Management LLC now owns 1,693 shares of the semiconductor manufacturer’s stock worth $283,000 after buying an additional 53 shares during the period. Finally, Allen Capital Group LLC lifted its position in Micron Technology by 1.2% during the third quarter. Allen Capital Group LLC now owns 4,554 shares of the semiconductor manufacturer’s stock worth $762,000 after buying an additional 54 shares during the period. Hedge funds and other institutional investors own 80.84% of the company’s stock.

More Micron Technology News

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

• Positive Sentiment: Micron reported a blowout quarter (EPS and revenue well above estimates) and management says HBM supply is largely committed through 2026, supporting near‑term pricing and revenue visibility. MU earnings
• Positive Sentiment: Major sell‑side upgrades and target hikes signal continued analyst confidence (Deutsche Bank to $500; Needham to $450), which can underpin further upside if demand holds. Deutsche Bank Raises Micron Price Target to $500
• Positive Sentiment: Multiple industry pieces highlight Micron as a key beneficiary of the AI-driven memory squeeze (HBM and DRAM structural tightness), reinforcing revenue and margin upside if shortages persist. These 5 Stocks Are at the Center of the AI Supply Squeeze
• Neutral Sentiment: Coverage and stock‑idea lists (buy & hold and ‘high growth’ themes) are raising visibility and flows into MU, which supports liquidity but also can amplify volatility on rotation. 3 High-Growth Stocks To By In February
• Negative Sentiment: Micron’s plan to spend up to ~$200 billion on U.S. fabrication through 2030 raises concerns about execution risk, capital intensity, and dilution of near‑term returns — a worry for some investors despite the strategic logic. Micron’s AI Memory Pivot Tests Valuation
• Negative Sentiment: Competitor capacity plans (e.g., SK Hynix signaling output increases) could ease the current memory bottleneck over time and pressure pricing — a potential headwind to margins if supply growth outpaces demand. SK Hynix Boss Pledges to Boost Output
• Negative Sentiment: After a rapid multi‑quarter rally, some coverage warns that the memory cycle could turn and that the rally already prices in a lot of good news — creating scope for short‑term profit‑taking and volatility. Micron and Its Memory-Chip Peers Are Riding the AI Surge

Micron Technology Stock Performance

Shares of MU stock opened at $420.97 on Tuesday. 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 market cap of $473.81 billion, a PE ratio of 40.02 and a beta of 1.51. The company’s fifty day simple moving average is $354.95 and its 200-day simple moving average is $245.74. Micron Technology, Inc. has a 52 week low of $61.54 and a 52 week high of $455.50.

Micron Technology (NASDAQ:MU) last announced its quarterly earnings results on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 earnings per share (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 firm had revenue of $13.64 billion during the quarter, compared to the consensus estimate of $12.62 billion. During the same period in the prior year, the firm earned $1.79 EPS. The firm’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. As a group, equities research analysts anticipate that Micron Technology, Inc. will post 6.08 EPS for the current year.

Micron Technology Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Wednesday, January 14th. Investors of record on Monday, December 29th were issued a dividend of $0.115 per share. This represents a $0.46 annualized dividend and a dividend yield of 0.1%. The ex-dividend date was Monday, December 29th. Micron Technology’s dividend payout ratio (DPR) is presently 4.37%.

Wall Street Analysts Forecast Growth

Several analysts have commented on MU shares. The Goldman Sachs Group lifted their price target on Micron Technology from $205.00 to $235.00 and gave the company a “neutral” rating in a report on Thursday, December 18th. Needham & Company LLC raised their target price on shares of Micron Technology from $380.00 to $450.00 and gave the stock a “buy” rating in a research report on Tuesday, February 17th. Mizuho upped their price target on shares of Micron Technology from $390.00 to $480.00 and gave the stock an “outperform” rating in a research report on Tuesday, January 27th. Wells Fargo & Company increased their price target on shares of Micron Technology from $335.00 to $410.00 and gave the stock an “overweight” rating in a research note on Thursday, January 15th. Finally, Morgan Stanley lifted their price target on shares of Micron Technology from $350.00 to $450.00 and gave the company an “overweight” rating in a report on Wednesday, February 11th. Six analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat, the company has an average rating of “Buy” and a consensus target price of $358.38.

Insider Activity

In other Micron Technology news, EVP April S. Arnzen sold 15,000 shares of the company’s stock in a transaction that occurred on Monday, December 22nd. The stock was sold at an average price of $277.09, for a total value of $4,156,350.00. Following the completion of the transaction, 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. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Steven J. Gomo sold 5,000 shares of the stock in a transaction that occurred on Friday, December 19th. The shares were sold at an average price of $263.63, for a total transaction of $1,318,150.00. Following the completion of the sale, the director directly owned 19,139 shares of the company’s stock, valued at $5,045,614.57. This trade represents a 20.71% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders acquired 23,200 shares of company stock worth $7,821,723 and sold 73,623 shares worth $27,307,408. Insiders own 0.24% of the company’s stock.

Micron Technology Company 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.