Avior Wealth Management LLC Acquires 19,080 Shares of Micron Technology, Inc. $MU

Avior Wealth Management LLC increased its holdings in shares of Micron Technology, Inc. (NASDAQ:MU) by 155.8% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 31,328 shares of the semiconductor manufacturer’s stock after purchasing an additional 19,080 shares during the period. Avior Wealth Management LLC’s holdings in Micron Technology were worth $8,941,000 at the end of the most recent reporting period.

Other hedge funds have also recently added to or reduced their stakes in the company. Vanguard Group Inc. increased its position in Micron Technology by 0.7% in the 3rd quarter. Vanguard Group Inc. now owns 104,653,450 shares of the semiconductor manufacturer’s stock worth $17,510,615,000 after buying an additional 773,788 shares during the period. State Street Corp boosted its position in shares of Micron Technology by 0.6% in the third quarter. State Street Corp now owns 51,659,173 shares of the semiconductor manufacturer’s stock valued at $8,643,613,000 after acquiring an additional 285,582 shares during the period. Capital International Investors grew its stake in shares of Micron Technology by 0.7% in the third quarter. Capital International Investors now owns 23,372,821 shares of the semiconductor manufacturer’s stock worth $3,910,198,000 after acquiring an additional 155,860 shares during the last quarter. Norges Bank acquired a new stake in shares of Micron Technology in the second quarter worth $1,980,700,000. Finally, Invesco Ltd. increased its position in Micron Technology by 8.0% during the third quarter. Invesco Ltd. now owns 9,622,166 shares of the semiconductor manufacturer’s stock worth $1,609,981,000 after acquiring an additional 708,716 shares during the period. Institutional investors own 80.84% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms recently commented on MU. William Blair started coverage on shares of Micron Technology in a research note on Thursday, January 22nd. They set an “outperform” rating for the company. Barclays boosted their price objective on shares of Micron Technology from $450.00 to $675.00 and gave the stock an “overweight” rating in a report on Thursday. Piper Sandler upped their price objective on shares of Micron Technology from $275.00 to $400.00 and gave the company an “overweight” rating in a research report on Wednesday, January 7th. Stifel Nicolaus increased their target price on shares of Micron Technology from $360.00 to $550.00 and gave the company a “buy” rating in a research note on Monday, March 2nd. Finally, The Goldman Sachs Group lifted their target price on Micron Technology from $360.00 to $400.00 and gave the stock a “neutral” rating in a research report on Thursday. Five equities research analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Buy” and an average price target of $453.55.

Micron Technology Stock Down 3.8%

MU opened at $444.27 on Friday. The company has a market capitalization of $500.03 billion, a P/E ratio of 20.98 and a beta of 1.50. The company has a debt-to-equity ratio of 0.19, a current ratio of 2.46 and a quick ratio of 1.78. The firm’s fifty day moving average price is $401.09 and its two-hundred day moving average price is $280.93. Micron Technology, Inc. has a fifty-two week low of $61.54 and a fifty-two week high of $471.34.

Micron Technology (NASDAQ:MU) last announced its quarterly earnings data on Wednesday, March 18th. The semiconductor manufacturer reported $12.20 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $8.50 by $3.70. The company had revenue of $23.86 billion during the quarter, compared to analysts’ expectations of $18.90 billion. Micron Technology had a net margin of 41.49% and a return on equity of 44.53%. The business’s revenue was up 196.3% on a year-over-year basis. During the same quarter in the prior year, the company posted $1.56 EPS. On average, analysts anticipate that Micron Technology, Inc. will post 6.08 EPS for the current year.

Micron Technology Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, April 15th. Investors of record on Monday, March 30th will be given a $0.15 dividend. This represents a $0.60 annualized dividend and a yield of 0.1%. This is a boost from Micron Technology’s previous quarterly dividend of $0.12. The ex-dividend date of this dividend is Monday, March 30th. Micron Technology’s dividend payout ratio (DPR) is currently 2.17%.

Key Stories Impacting Micron Technology

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

• Positive Sentiment: Q2 blowout: record revenue, huge margin expansion and aggressive Q3 guidance that highlights ongoing AI/HBM demand — underpins multi‑year growth thesis. Micron’s Mic-Drop Quarter: AI Memory Demand Supercharged Earnings
• Positive Sentiment: Wall Street is raising targets: numerous firms bumped price targets (several into the $500s–$700s) and reiterated buys, reflecting confidence in pricing power and tight supply. Micron Stock Forecast Soars as Analysts See ‘No Indication of Slowing Momentum’
• Positive Sentiment: Capital returns: Micron raised its quarterly dividend ~30% to $0.15, signaling confidence in cash flow generation. (Company release)
• Neutral Sentiment: Product/capacity updates: Micron is ramping HBM4 and PCIe Gen6 SSDs and says much of near‑term capacity is sold out — positive for pricing but tied to execution risk. Micron’s New HBM4 And PCIe Gen6 SSDs Test Lofty AI Valuation
• Negative Sentiment: Higher capex and spending plans worried investors: management flagged a meaningful spending ramp to expand capacity/quality, which investors fear could pressure free cash flow and cap current margin momentum. Micron shares slip as hefty spending plans eclipse strong AI-fueled earnings
• Negative Sentiment: Sell‑the‑news / downgrade pressure: despite the beat, some investors trimmed positions and at least one bearish note flagged increasing HBM competition (Samsung entering NVIDIA supply chain) and cyclical risk, prompting a pullback. Micron: Entering The Danger Zone (Rating Downgrade)

Insider Activity

In related news, Director Teyin M. Liu bought 11,600 shares of the company’s stock in a transaction dated Tuesday, January 13th. The stock was acquired at an average cost of $337.07 per share, with a total value of $3,910,012.00. Following the acquisition, the director owned 14,310 shares in the company, valued at approximately $4,823,471.70. This represents a 428.04% increase in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, CAO Scott R. Allen sold 2,000 shares of the firm’s stock in a transaction that occurred on Tuesday, January 6th. The stock was sold at an average price of $337.50, for a total value of $675,000.00. Following the transaction, the chief accounting officer owned 38,237 shares of the company’s stock, valued at $12,904,987.50. This trade represents a 4.97% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders have purchased 23,200 shares of company stock valued at $7,821,723 and have sold 68,623 shares valued at $25,989,258. 0.24% of the stock is currently owned by company insiders.

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.