Ewa LLC Purchases 635 Shares of Micron Technology, Inc. $MU

Ewa LLC boosted its position in Micron Technology, Inc. (NASDAQ:MU) by 18.2% during the first quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 4,124 shares of the semiconductor manufacturer’s stock after buying an additional 635 shares during the quarter. Ewa LLC’s holdings in Micron Technology were worth $1,393,000 as of its most recent filing with the SEC.

Several other institutional investors have also recently bought and sold shares of the company. High Note Wealth LLC boosted its holdings in Micron Technology by 65.4% during the fourth quarter. High Note Wealth LLC now owns 86 shares of the semiconductor manufacturer’s stock worth $25,000 after purchasing an additional 34 shares during the last quarter. Elevation Wealth Partners LLC increased its stake in Micron Technology by 295.8% in the 4th quarter. Elevation Wealth Partners LLC now owns 95 shares of the semiconductor manufacturer’s stock valued at $27,000 after buying an additional 71 shares during the last quarter. Steigerwald Gordon & Koch Inc. increased its stake in Micron Technology by 4,800.0% in the 4th quarter. Steigerwald Gordon & Koch Inc. now owns 98 shares of the semiconductor manufacturer’s stock valued at $28,000 after buying an additional 96 shares during the last quarter. Bayban bought a new stake in Micron Technology during the 4th quarter worth about $29,000. Finally, GHP Investment Advisors Inc. lifted its position in Micron Technology by 91.2% during the 4th quarter. GHP Investment Advisors Inc. now owns 109 shares of the semiconductor manufacturer’s stock worth $31,000 after buying an additional 52 shares in the last quarter. Institutional investors own 80.84% of the company’s stock.

Wall Street Analyst Weigh In

Several equities analysts have recently weighed in on MU shares. Wolfe Research set a $1,500.00 price objective on Micron Technology in a report on Thursday. Bank of America increased their price target on Micron Technology from $950.00 to $1,500.00 and gave the company a “buy” rating in a research report on Tuesday, June 23rd. Sanford C. Bernstein set a $1,300.00 price target on Micron Technology in a research note on Monday, June 22nd. Susquehanna boosted their price target on Micron Technology from $1,750.00 to $2,000.00 and gave the stock a “positive” rating in a research report on Thursday. Finally, Wells Fargo & Company upped their price objective on Micron Technology from $1,220.00 to $1,525.00 and gave the stock an “overweight” rating in a research note on Thursday, June 25th. Five equities research analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Buy” and an average target price of $1,263.76.

Micron Technology Trading Up 1.1%

Micron Technology stock opened at $1,145.28 on Tuesday. The stock has a 50-day simple moving average of $830.98 and a 200 day simple moving average of $532.90. The stock has a market capitalization of $1.29 trillion, a P/E ratio of 25.93 and a beta of 2.15. The company has a debt-to-equity ratio of 0.05, a quick ratio of 2.98 and a current ratio of 3.42. Micron Technology, Inc. has a 52 week low of $103.38 and a 52 week high of $1,255.00.

Micron Technology (NASDAQ:MU) last released its quarterly earnings data on Wednesday, June 24th. The semiconductor manufacturer reported $25.11 earnings per share (EPS) for the quarter, beating the consensus estimate of $21.39 by $3.72. Micron Technology had a return on equity of 71.13% and a net margin of 55.91%.The firm had revenue of $41.46 billion for the quarter, compared to analyst estimates of $35.91 billion. During the same quarter in the prior year, the company earned $1.91 earnings per share. The business’s revenue for the quarter was up 345.8% compared to the same quarter last year. Micron Technology has set its Q4 2026 guidance at 30.000-32.000 EPS. Analysts expect that Micron Technology, Inc. will post 61.55 earnings per share for the current year.

Micron Technology Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, July 21st. Investors of record on Monday, July 6th will be paid a $0.15 dividend. This represents a $0.60 dividend on an annualized basis and a yield of 0.1%. The ex-dividend date is Monday, July 6th. Micron Technology’s dividend payout ratio is 1.36%.

Insiders Place Their Bets

In other Micron Technology news, CEO Sanjay Mehrotra sold 37,439 shares of the firm’s stock in a transaction on Friday, May 29th. The stock was sold at an average price of $960.38, for a total transaction of $35,955,666.82. Following the completion of the sale, the chief executive officer owned 387,064 shares of the company’s stock, valued at $371,728,524.32. This trade represents a 8.82% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Sumit Sadana sold 24,000 shares of Micron Technology stock in a transaction on Friday, April 10th. The stock was sold at an average price of $421.35, for a total transaction of $10,112,400.00. Following the transaction, the executive vice president directly owned 224,021 shares of the company’s stock, valued at approximately $94,391,248.35. This trade represents a 9.68% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 146,000 shares of company stock worth $85,486,715 in the last quarter. Insiders own 0.24% of the company’s stock.

Key Headlines Impacting Micron Technology

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

• Positive Sentiment: Micron’s latest results and guidance continue to highlight strong AI memory demand, with analysts pointing to pricing strength, tight supply, and multi-year customer contracts that improve visibility. Article Title
• Positive Sentiment: Several firms have lifted price targets on MU after the earnings beat, reflecting expectations for continued earnings growth and a prolonged memory supercycle. Article Title
• Positive Sentiment: Commentary comparing Micron to “the new Nvidia” and calling it a top AI infrastructure stock is adding to bullish sentiment around the name. Article Title
• Neutral Sentiment: Micron is also being mentioned as part of broader AI leadership rotation and sector momentum, which keeps the stock in focus even as traders reassess where the next leg of the AI trade goes. Article Title
• Negative Sentiment: Shares are facing pressure from reports that OpenAI may delay its public debut, while a separate class-action lawsuit accusing Micron and peers of price gouging has also weighed on sentiment. Article Title
• Negative Sentiment: New semiconductor spending plans in South Korea from Samsung and SK Hynix are being viewed as a longer-term competitive threat, adding a reason for investors to question how durable Micron’s pricing power will be. Article Title

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.