Stratos Wealth Partners LTD. grew its holdings in Micron Technology, Inc. (NASDAQ:MU – Free Report) by 12.6% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 24,840 shares of the semiconductor manufacturer’s stock after acquiring an additional 2,784 shares during the period. Stratos Wealth Partners LTD.’s holdings in Micron Technology were worth $7,090,000 as of its most recent SEC filing.
Several other hedge funds also recently modified their holdings of MU. REAP Financial Group LLC acquired a new stake in shares of Micron Technology in the 3rd quarter valued at $25,000. Barnes Dennig Private Wealth Management LLC bought a new stake in Micron Technology in the third quarter worth $27,000. Elevation Wealth Partners LLC increased its position in Micron Technology by 295.8% during the fourth quarter. Elevation Wealth Partners LLC now owns 95 shares of the semiconductor manufacturer’s stock worth $27,000 after buying an additional 71 shares during the last quarter. Howard Hughes Medical Institute acquired a new position in Micron Technology during the second quarter worth $30,000. Finally, Cullen Frost Bankers Inc. raised its holdings in Micron Technology by 79.3% during the third quarter. Cullen Frost Bankers Inc. now owns 199 shares of the semiconductor manufacturer’s stock valued at $33,000 after buying an additional 88 shares in the last quarter. Institutional investors and hedge funds own 80.84% of the company’s stock.
Insider Activity at Micron Technology
In other news, EVP Sumit Sadana sold 25,000 shares of the company’s stock in a transaction dated 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 owned 248,021 shares of the company’s stock, valued at approximately $106,621,747.69. This represents a 9.16% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Teyin M. Liu bought 11,600 shares of Micron Technology stock in a transaction that occurred on Tuesday, January 13th. The stock was bought at an average price of $337.07 per share, with a total value of $3,910,012.00. Following the purchase, the director owned 14,310 shares of the company’s stock, valued at $4,823,471.70. This trade represents a 428.04% increase in their position. The SEC filing for this purchase provides additional information. In the last 90 days, insiders have purchased 23,200 shares of company stock worth $7,821,723 and have sold 93,623 shares worth $35,728,508. 0.24% of the stock is owned by company insiders.
Analyst Ratings Changes
Check Out Our Latest Report on Micron Technology
Key Micron Technology News
Here are the key news stories impacting Micron Technology this week:
- Positive Sentiment: Micron is ramping production to supply NVIDIA’s next‑gen Vera Rubin systems, directly tying MU to near‑term AI server demand and potential revenue upside. Micron Technology (MU) Ramping Up Production For NVDA’s Next-Gen Vera Rubin Systems
- Positive Sentiment: Rosenblatt and other analysts remain bullish (consensus price targets materially above current levels), supporting upside expectations if AI demand sustains. Rosenblatt Bullish on Micron Technology (MU) Amid Strong Revenue Growth
- Positive Sentiment: Market commentators and some strategists are pitching MU as a “buy the pullback” AI‑storage play, arguing the recent drop is fear‑driven rather than fundamentals‑driven. Micron Stock and Sandisk Retreat. Why This Wall Street Firm Says to Buy the Pullback.
- Positive Sentiment: Top analysts have highlighted multi‑year AI upside for MU, and high‑profile investors adding exposure has supported confidence in the sector’s growth runway. Top Analyst Calls Micron Stock (MU) a “Top Pick,” Sees Multi-Year AI Upside
- Neutral Sentiment: Longer‑term speculative pieces debate whether MU can reach trillion‑dollar scale by 2030; useful for context but not immediate catalysts. Will Micron Be a Trillion-Dollar Company By 2030?
- Neutral Sentiment: Valuation narratives: some bullish pieces call MU “cheap” on multiples but warn the company must prove structural tailwinds vs. cyclical memory cycles. Prediction: This Memory Supercycle Growth Stock Could 3X by 2030
- Negative Sentiment: Citi cut its price target citing DDR5 DRAM softness and risk from Google’s TurboQuant memory‑compression tech; that note triggered a notable pullback. Micron Drops 6% After Citi’s Price Target Cut: 3 Reasons Bears and Bulls Are Both Right
- Negative Sentiment: Coverage changes: Erste downgraded MU from buy to hold, adding near‑term analyst caution that can weigh on sentiment. Finviz
- Negative Sentiment: Tech‑sector headwinds (e.g., commodity/oil moves and broader market rotations) have pressured chip names, creating volatility risk for MU despite solid fundamentals. Oil Surge Shakes Markets As Tech Slips
Micron Technology Stock Performance
Shares of MU stock opened at $366.24 on Friday. The firm has a market capitalization of $413.02 billion, a P/E ratio of 17.29 and a beta of 1.60. Micron Technology, Inc. has a 1 year low of $61.54 and a 1 year high of $471.34. The firm’s fifty day simple moving average is $403.11 and its 200 day simple moving average is $299.91. The company has a current ratio of 2.90, a quick ratio of 2.32 and a debt-to-equity ratio of 0.13.
Micron Technology Increases Dividend
The business also recently declared a quarterly dividend, which will be paid on Wednesday, April 15th. Shareholders of record on Monday, March 30th will be given a $0.15 dividend. The ex-dividend date is Monday, March 30th. This represents a $0.60 annualized dividend and a yield of 0.2%. This is a positive change from Micron Technology’s previous quarterly dividend of $0.12. Micron Technology’s dividend payout ratio (DPR) is 2.83%.
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.
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