Moloney Securities Asset Management LLC Increases Holdings in Micron Technology, Inc. $MU

Moloney Securities Asset Management LLC increased its stake in shares of Micron Technology, Inc. (NASDAQ:MU) by 58.9% during the third quarter, according to its most recent filing with the SEC. The institutional investor owned 9,293 shares of the semiconductor manufacturer’s stock after purchasing an additional 3,444 shares during the period. Moloney Securities Asset Management LLC’s holdings in Micron Technology were worth $1,555,000 as of its most recent SEC filing.

Other large investors have also added to or reduced their stakes in the company. Orleans Capital Management Corp LA purchased a new position in Micron Technology in the 2nd quarter worth approximately $256,000. iA Global Asset Management Inc. grew its holdings in shares of Micron Technology by 18.7% in the third quarter. iA Global Asset Management Inc. now owns 146,890 shares of the semiconductor manufacturer’s stock worth $24,578,000 after purchasing an additional 23,117 shares during the last quarter. Cary Street Partners Financial LLC increased its stake in shares of Micron Technology by 25.0% in the second quarter. Cary Street Partners Financial LLC now owns 26,132 shares of the semiconductor manufacturer’s stock worth $3,221,000 after buying an additional 5,233 shares during the period. Wealthspire Advisors LLC increased its stake in shares of Micron Technology by 27.8% in the second quarter. Wealthspire Advisors LLC now owns 14,754 shares of the semiconductor manufacturer’s stock worth $1,818,000 after buying an additional 3,208 shares during the period. Finally, WealthBridge Capital Management LLC bought a new stake in Micron Technology during the 2nd quarter valued at $210,000. Institutional investors own 80.84% of the company’s stock.

Micron Technology Stock Performance

Shares of Micron Technology stock opened at $394.69 on Friday. Micron Technology, Inc. has a 12 month low of $61.54 and a 12 month high of $455.50. The firm has a market capitalization of $444.23 billion, a P/E ratio of 37.52 and a beta of 1.52. The company has a current ratio of 2.46, a quick ratio of 1.78 and a debt-to-equity ratio of 0.19. The business has a fifty day simple moving average of $318.68 and a two-hundred day simple moving average of $221.86.

Micron Technology (NASDAQ:MU) last issued its quarterly earnings results on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.77 by $1.01. Micron Technology had a net margin of 28.15% and a return on equity of 22.71%. The company had revenue of $13.64 billion during the quarter, compared to analyst estimates of $12.62 billion. During the same period last year, the business earned $1.79 EPS. Micron Technology’s quarterly revenue was up 56.7% compared to the same quarter last year. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. On average, equities analysts forecast that Micron Technology, Inc. will post 6.08 earnings per share for the current fiscal year.

Micron Technology Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, January 14th. Stockholders of record on Monday, December 29th were issued a dividend of $0.115 per share. This represents a $0.46 annualized dividend and a dividend yield of 0.1%. The ex-dividend date was Monday, December 29th. Micron Technology’s dividend payout ratio (DPR) is presently 4.37%.

Wall Street Analysts Forecast Growth

MU has been the topic of a number of recent analyst reports. UBS Group raised their price target on shares of Micron Technology from $300.00 to $400.00 and gave the stock a “buy” rating in a report on Wednesday, January 7th. JPMorgan Chase & Co. increased their target price on shares of Micron Technology from $220.00 to $350.00 and gave the stock an “overweight” rating in a report on Thursday, December 18th. The Goldman Sachs Group boosted their price target on Micron Technology from $205.00 to $235.00 and gave the company a “neutral” rating in a report on Thursday, December 18th. HSBC upped their price target on Micron Technology from $350.00 to $500.00 and gave the company a “buy” rating in a research report on Friday, January 23rd. Finally, Stifel Nicolaus lifted their price objective on Micron Technology from $300.00 to $360.00 and gave the stock a “buy” rating in a research report on Tuesday, January 20th. Six research analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Buy” and a consensus price target of $349.76.

Insider Transactions at Micron Technology

In related news, Director Teyin M. Liu bought 7,820 shares of the company’s stock in a transaction on Wednesday, January 14th. The shares were acquired at an average cost of $337.50 per share, with a total value of $2,639,250.00. Following the completion of the acquisition, the director owned 25,910 shares of the company’s stock, valued at $8,744,625. The trade was a 43.23% increase in their position. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Manish H. Bhatia sold 26,623 shares of the stock in a transaction on Thursday, January 22nd. The stock was sold at an average price of $391.04, for a total value of $10,410,657.92. Following the completion of the sale, the executive vice president directly owned 323,486 shares in the company, valued at approximately $126,495,965.44. This represents a 7.60% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders purchased 23,200 shares of company stock worth $7,821,723 and sold 73,623 shares worth $27,307,408. 0.24% of the stock is owned by company insiders.

More Micron Technology News

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

• Positive Sentiment: Analyst and market bulls highlight an AI memory shortage that should lift margins and revenue as data‑center capex accelerates; some view the recent dip as a buying opportunity that preserves upside on robust FY2026 EPS growth. Read More.
• Positive Sentiment: Multiple firms have raised price targets (examples include Mizuho and Phillip Securities), signaling strong conviction that HBM/DRAM tightness and Micron’s execution justify higher valuations. Read More.
• Positive Sentiment: Coverage and deep‑dive pieces (Barron’s, Forbes, The Motley Fool) reinforce the bull case that Micron is a primary beneficiary of the AI infrastructure boom and that multi‑year demand/supply dynamics support further gains. Read More.
• Positive Sentiment: Micron’s announced large NAND/supply investments — notably the reported US$24B Singapore fab project — underpin long‑term capacity expansion and revenue growth tied to NAND and AI memory markets, though they raise capex. Read More.
• Neutral Sentiment: Several valuation checks and think‑pieces note the stock’s rapid run (4x YTD in some windows) and debate whether AI tailwinds are already priced in — useful context for entry and sizing decisions but not an immediate catalyst. Read More.
• Negative Sentiment: An analyst note cutting Nvidia HBM4 supply forecasts to zero (or sharply lowering expected HBM volumes) knocked sentiment by suggesting partner demand or supply timing risks that could weigh on near‑term revenue expectations. Read More.
• Negative Sentiment: Insider selling: EVP Sumit Sadana sold ~25,000 shares (~$10.7M), which, together with post‑rally profit‑taking and unusual options activity, has amplified the pullback and investor caution. Read More.

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.