846 Shares in Micron Technology, Inc. $MU Purchased by CFS Investment Advisory Services LLC

CFS Investment Advisory Services LLC acquired a new position in Micron Technology, Inc. (NASDAQ:MU) during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm acquired 846 shares of the semiconductor manufacturer’s stock, valued at approximately $241,000.

A number of other large investors have also modified their holdings of MU. Brighton Jones LLC grew its position in Micron Technology by 18.3% in the 4th quarter. Brighton Jones LLC now owns 6,318 shares of the semiconductor manufacturer’s stock valued at $532,000 after buying an additional 976 shares in the last quarter. Sivia Capital Partners LLC grew its position in Micron Technology by 21.7% in the 2nd quarter. Sivia Capital Partners LLC now owns 3,528 shares of the semiconductor manufacturer’s stock valued at $435,000 after buying an additional 628 shares in the last quarter. United Bank bought a new position in Micron Technology in the 2nd quarter valued at about $236,000. Schnieders Capital Management LLC. grew its position in Micron Technology by 67.9% in the 2nd quarter. Schnieders Capital Management LLC. now owns 16,984 shares of the semiconductor manufacturer’s stock valued at $2,093,000 after buying an additional 6,867 shares in the last quarter. Finally, Sei Investments Co. grew its position in Micron Technology by 5.6% in the 2nd quarter. Sei Investments Co. now owns 405,545 shares of the semiconductor manufacturer’s stock valued at $49,987,000 after buying an additional 21,619 shares in the last quarter. Institutional investors and hedge funds own 80.84% of the company’s stock.

Insider Buying and Selling at Micron Technology

In other Micron Technology news, EVP April S. Arnzen sold 40,000 shares of the firm’s stock in a transaction dated Wednesday, April 1st. The shares were sold at an average price of $347.39, for a total value of $13,895,600.00. Following the completion of the transaction, the executive vice president directly owned 125,737 shares in the company, valued at $43,679,776.43. This trade represents a 24.13% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Steven J. Gomo sold 2,000 shares of the firm’s stock in a transaction dated Monday, May 11th. The stock was sold at an average price of $787.03, for a total transaction of $1,574,060.00. Following the completion of the transaction, the director owned 17,139 shares of the company’s stock, valued at approximately $13,488,907.17. The trade was a 10.45% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 106,000 shares of company stock worth $47,032,460. Company insiders own 0.24% of the company’s stock.

Trending Headlines about Micron Technology

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

• Positive Sentiment: UBS and Susquehanna sharply raised their price targets on Micron, reinforcing the view that AI memory demand could support much more upside. Analyst price target update
• Positive Sentiment: Commentary around Micron crossing a $1 trillion market cap is fueling momentum buying and signaling that investors now view MU as a core AI beneficiary rather than a traditional cyclical chip stock. Micron valuation check article
• Positive Sentiment: Multiple reports highlight strong quarterly revenue growth, expanding cloud-memory demand, and record gross margins, which support the case for continued earnings strength. AI memory boom article
• Neutral Sentiment: Fund filings showed mixed institutional activity, with some large hedge funds adding to MU while others trimmed positions, suggesting broad interest but not unanimous conviction. Hedge fund activity article
• Negative Sentiment: Some analysts and commentators warned that Micron’s valuation may be getting stretched, and bearish pieces raised concerns about competition, cannibalization, and a potential depreciation “cliff” if AI spending slows. Bearish downgrade article
• Negative Sentiment: Samsung’s new AI memory chip and ongoing rivalry with SK Hynix underscore that competition in high-margin AI memory remains intense. Samsung rivalry article

Analyst Ratings Changes

A number of equities analysts recently issued reports on the stock. Rosenblatt Securities reiterated a “buy” rating and issued a $500.00 target price on shares of Micron Technology in a research report on Monday, March 16th. Summit Insights lowered shares of Micron Technology from a “buy” rating to a “hold” rating in a research report on Thursday, March 19th. Bank of America increased their target price on shares of Micron Technology from $400.00 to $500.00 and gave the company a “buy” rating in a research report on Thursday, March 19th. JPMorgan Chase & Co. increased their target price on shares of Micron Technology from $350.00 to $550.00 and gave the company an “overweight” rating in a research report on Thursday, March 19th. Finally, Cantor Fitzgerald increased their target price on shares of Micron Technology from $450.00 to $700.00 and gave the company an “overweight” rating in a research report on Thursday, March 19th. Five research analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Buy” and a consensus price target of $595.63.

Micron Technology Stock Performance

NASDAQ:MU opened at $970.47 on Friday. Micron Technology, Inc. has a twelve month low of $92.22 and a twelve month high of $981.00. The company has a current ratio of 2.90, a quick ratio of 2.32 and a debt-to-equity ratio of 0.13. The company has a 50-day moving average of $557.48 and a 200-day moving average of $411.31. The firm has a market cap of $1.09 trillion, a price-to-earnings ratio of 45.82 and a beta of 1.91.

Micron Technology (NASDAQ:MU) last posted its quarterly earnings data on Wednesday, March 18th. The semiconductor manufacturer reported $12.20 earnings per share for the quarter, beating the consensus estimate of $9.19 by $3.01. Micron Technology had a net margin of 41.49% and a return on equity of 41.16%. The company had revenue of $23.86 billion during the quarter, compared to analyst estimates of $19.97 billion. During the same quarter last year, the firm posted $1.56 EPS. The business’s revenue for the quarter was up 196 on a year-over-year basis. Analysts forecast that Micron Technology, Inc. will post 58.62 earnings per share for the current fiscal year.

Micron Technology Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, April 15th. Stockholders of record on Monday, March 30th were given a dividend of $0.15 per share. This is a positive change from Micron Technology’s previous quarterly dividend of $0.12. The ex-dividend date was Monday, March 30th. This represents a $0.60 annualized dividend and a dividend yield of 0.1%. Micron Technology’s payout ratio is 2.83%.

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.