Cambient Family Office LLC Increases Stock Holdings in Micron Technology, Inc. $MU

Cambient Family Office LLC lifted its stake in shares of Micron Technology, Inc. (NASDAQ:MU) by 34.9% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 3,105 shares of the semiconductor manufacturer’s stock after purchasing an additional 804 shares during the period. Cambient Family Office LLC’s holdings in Micron Technology were worth $1,049,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds have also recently modified their holdings of the company. Heritage Trust Co lifted its stake in Micron Technology by 9.7% in the fourth quarter. Heritage Trust Co now owns 15,026 shares of the semiconductor manufacturer’s stock worth $4,289,000 after acquiring an additional 1,323 shares during the last quarter. Wellington Management Group LLP boosted its position in shares of Micron Technology by 19.9% during the 3rd quarter. Wellington Management Group LLP now owns 7,150,530 shares of the semiconductor manufacturer’s stock worth $1,196,427,000 after acquiring an additional 1,188,296 shares in the last quarter. Fulton Bank N.A. boosted its position in shares of Micron Technology by 79.1% during the 4th quarter. Fulton Bank N.A. now owns 16,183 shares of the semiconductor manufacturer’s stock worth $4,619,000 after acquiring an additional 7,147 shares in the last quarter. Financial Synergies Wealth Advisors Inc. purchased a new position in shares of Micron Technology in the 4th quarter valued at about $1,316,000. Finally, PKO BP BANKOWY Universal Pension Society JSC acquired a new stake in shares of Micron Technology during the 4th quarter worth about $61,306,000. Institutional investors and hedge funds own 80.84% of the company’s stock.

Insider Buying and Selling

In other Micron Technology news, CEO Sanjay Mehrotra sold 37,439 shares of the 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 sale, the chief executive officer owned 387,064 shares in the company, valued at approximately $371,728,524.32. This represents a 8.82% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Steven J. Gomo sold 2,000 shares of the business’s stock in a transaction that occurred on Monday, May 11th. The shares were 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 directly owned 17,139 shares of the company’s stock, valued at approximately $13,488,907.17. This represents a 10.45% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 146,000 shares of company stock worth $85,486,715 in the last quarter. Corporate insiders own 0.24% of the company’s stock.

Micron Technology News Summary

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

• Positive Sentiment: Analysts turned more bullish after Micron’s blowout earnings and strong AI-memory demand, with multiple firms raising price targets and saying the company’s long-term customer agreements improve revenue visibility. Micron and Qualcomm forecasts ignite $400 billion AI chip stock rally
• Positive Sentiment: Micron’s results showed surging revenue, record margins, and management commentary that AI-driven memory shortages could persist for years, reinforcing the bull case for continued pricing power. Micron stock jumps over 16% in premarket trading after blockbuster earnings
• Positive Sentiment: New articles also argue Micron is a key beneficiary of the AI memory boom and may still have room to run because demand is outpacing supply across data centers and AI infrastructure. Micron + One Explosive AI Memory Stock to Buy Before H2 2026
• Neutral Sentiment: Some coverage says investors are reassessing Micron after a huge rally, with a few commentators warning the stock could already be pricing in peak-cycle profits. Micron Was Yesterday’s Win — Here’s How to Find Tomorrow’s
• Negative Sentiment: Micron is also being pressured by a broader tech and chip selloff, with traders taking profits after the post-earnings surge and global semiconductor stocks coming under pressure. Micron falls 5% in premarket, paring earlier gains amid tech rout

Micron Technology Price Performance

MU stock opened at $1,132.33 on Friday. The firm has a 50 day moving average of $817.22 and a 200-day moving average of $524.65. The company has a market cap of $1.28 trillion, a price-to-earnings ratio of 25.64 and a beta of 2.16. The company has a current ratio of 3.42, a quick ratio of 2.32 and a debt-to-equity ratio of 0.05. Micron Technology, Inc. has a 12-month low of $103.38 and a 12-month high of $1,255.00.

Micron Technology (NASDAQ:MU) last released its quarterly earnings results on Wednesday, June 24th. The semiconductor manufacturer reported $25.11 earnings per share for the quarter, topping analysts’ consensus estimates of $21.39 by $3.72. Micron Technology had a return on equity of 71.13% and a net margin of 55.91%.The business had revenue of $41.46 billion for the quarter, compared to analysts’ expectations of $35.91 billion. During the same quarter in the prior year, the firm posted $1.91 EPS. The company’s revenue 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. As a group, equities analysts expect that Micron Technology, Inc. will post 60.62 EPS for the current fiscal year.

Micron Technology Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, July 21st. Investors of record on Monday, July 6th will be given a dividend of $0.15 per share. This represents a $0.60 annualized dividend and a dividend yield of 0.1%. The ex-dividend date is Monday, July 6th. Micron Technology’s payout ratio is currently 2.83%.

Analyst Upgrades and Downgrades

A number of equities analysts recently issued reports on MU shares. The Goldman Sachs Group upped their price target on Micron Technology from $900.00 to $1,100.00 and gave the company a “neutral” rating in a report on Thursday. Rosenblatt Securities raised their price objective on shares of Micron Technology from $1,200.00 to $1,500.00 and gave the stock a “buy” rating in a report on Thursday. Stifel Nicolaus boosted their price objective on shares of Micron Technology from $550.00 to $1,500.00 and gave the stock a “buy” rating in a research report on Thursday, June 18th. DA Davidson upped their target price on shares of Micron Technology from $1,500.00 to $2,000.00 and gave the company a “buy” rating in a report on Thursday. Finally, Bank of America increased their target price on shares of Micron Technology from $950.00 to $1,500.00 and gave the company a “buy” rating in a research report on Tuesday. Five equities research analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat, Micron Technology presently has a consensus rating of “Buy” and a consensus target price of $1,263.76.

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.