Doliver Advisors LP Has $2.73 Million Holdings in Micron Technology, Inc. $MU

Doliver Advisors LP trimmed its position in shares of Micron Technology, Inc. (NASDAQ:MU) by 13.2% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 9,554 shares of the semiconductor manufacturer’s stock after selling 1,456 shares during the period. Micron Technology makes up approximately 0.7% of Doliver Advisors LP’s investment portfolio, making the stock its 20th largest position. Doliver Advisors LP’s holdings in Micron Technology were worth $2,727,000 at the end of the most recent reporting period.

Several other hedge funds have also recently bought and sold shares of the company. Noble Wealth Management PBC acquired a new position in shares of Micron Technology in the 4th quarter valued at approximately $40,000. REAP Financial Group LLC bought a new stake in shares of Micron Technology during the 3rd quarter worth approximately $25,000. Barnes Dennig Private Wealth Management LLC acquired a new stake in shares of Micron Technology during the 3rd quarter worth approximately $27,000. Cullen Frost Bankers Inc. boosted its position in shares of Micron Technology by 79.3% during the 3rd quarter. Cullen Frost Bankers Inc. now owns 199 shares of the semiconductor manufacturer’s stock worth $33,000 after acquiring an additional 88 shares in the last quarter. Finally, Osterweis Capital Management Inc. increased its stake in Micron Technology by 205.5% in the third quarter. Osterweis Capital Management Inc. now owns 223 shares of the semiconductor manufacturer’s stock valued at $37,000 after acquiring an additional 150 shares during the last quarter. 80.84% of the stock is owned by institutional investors.

Trending Headlines about 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)

Analyst Ratings Changes

Several brokerages have commented on MU. Piper Sandler boosted 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. Mizuho raised their target price on Micron Technology from $480.00 to $530.00 and gave the company an “outperform” rating in a report on Thursday. Wall Street Zen upgraded Micron Technology from a “buy” rating to a “strong-buy” rating in a research note on Sunday, November 23rd. Morgan Stanley boosted their price target on Micron Technology from $350.00 to $450.00 and gave the stock an “overweight” rating in a report on Wednesday, February 11th. Finally, Barclays raised their price objective on Micron Technology from $450.00 to $675.00 and gave the company an “overweight” rating in a research note on Thursday. Five investment analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and four have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Buy” and an average price target of $453.55.

Insider Activity

In related news, EVP April S. Arnzen sold 15,000 shares of the firm’s stock in a transaction that occurred 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 transaction, the executive vice president owned 165,618 shares in the company, valued at $45,891,091.62. This trade represents a 8.30% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CAO Scott R. Allen sold 2,000 shares of Micron Technology stock in a transaction that occurred on Tuesday, January 6th. The stock was sold at an average price of $337.50, for a total transaction of $675,000.00. Following the sale, the chief accounting officer owned 38,237 shares in the company, valued at approximately $12,904,987.50. This represents a 4.97% decrease in their ownership of the stock. 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 valued at $7,821,723 and sold 68,623 shares valued at $25,989,258. Company insiders own 0.24% of the company’s stock.

Micron Technology Stock Performance

NASDAQ MU opened at $444.27 on Friday. The firm’s fifty day moving average price is $401.09 and its two-hundred day moving average price is $280.93. The stock has a market cap of $500.03 billion, a PE ratio of 20.98 and a beta of 1.50. The company has a debt-to-equity ratio of 0.19, a quick ratio of 1.78 and a current ratio of 2.46. 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 results on Wednesday, March 18th. The semiconductor manufacturer reported $12.20 EPS for the quarter, beating analysts’ consensus estimates of $8.50 by $3.70. Micron Technology had a return on equity of 44.53% and a net margin of 41.49%.The company had revenue of $23.86 billion during the quarter, compared to analysts’ expectations of $18.90 billion. During the same period in the prior year, the company earned $1.56 EPS. Micron Technology’s revenue was up 196.3% compared to the same quarter last year. On average, equities analysts expect that Micron Technology, Inc. will post 6.08 EPS for the current fiscal year.

Micron Technology Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, April 15th. Stockholders of record on Monday, March 30th will be paid a dividend of $0.15 per share. The ex-dividend date of this dividend is Monday, March 30th. This is a positive change from Micron Technology’s previous quarterly dividend of $0.12. This represents a $0.60 dividend on an annualized basis and a dividend yield of 0.1%. Micron Technology’s payout ratio is 2.17%.

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.