Micron Technology, Inc. $MU Shares Purchased by Insigneo Advisory Services LLC

Insigneo Advisory Services LLC grew its position in shares of Micron Technology, Inc. (NASDAQ:MU) by 13.9% during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 19,179 shares of the semiconductor manufacturer’s stock after purchasing an additional 2,335 shares during the period. Insigneo Advisory Services LLC’s holdings in Micron Technology were worth $3,209,000 as of its most recent SEC filing.

Other institutional investors have also modified their holdings of the company. REAP Financial Group LLC acquired a new stake in shares of Micron Technology during the third quarter worth about $25,000. Barnes Dennig Private Wealth Management LLC purchased a new position in Micron Technology in the 3rd quarter valued at approximately $27,000. Cullen Frost Bankers Inc. grew its stake in shares of Micron Technology by 79.3% in the third quarter. Cullen Frost Bankers Inc. now owns 199 shares of the semiconductor manufacturer’s stock worth $33,000 after acquiring an additional 88 shares in the last quarter. Howard Hughes Medical Institute purchased a new stake in shares of Micron Technology during the second quarter worth $30,000. Finally, Physician Wealth Advisors Inc. increased its position in shares of Micron Technology by 248.0% during the third quarter. Physician Wealth Advisors Inc. now owns 261 shares of the semiconductor manufacturer’s stock worth $44,000 after acquiring an additional 186 shares during the period. 80.84% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In other news, EVP Manish H. Bhatia sold 26,623 shares of the stock in a transaction that occurred 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 of the company’s stock, valued at approximately $126,495,965.44. This represents a 7.60% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP April S. Arnzen sold 15,000 shares of Micron Technology stock in a transaction on Monday, December 22nd. The shares were sold at an average price of $277.09, for a total transaction of $4,156,350.00. Following the completion of the transaction, the executive vice president directly owned 165,618 shares in the company, valued at $45,891,091.62. The trade was a 8.30% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders have bought 23,200 shares of company stock valued at $7,821,723 and have sold 73,623 shares valued at $27,307,408. Corporate 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 began shipping customer samples of a record 256GB LPDRAM SOCAMM2 module — a product milestone that strengthens its leadership in AI/data‑center memory (better performance per watt and higher density). Micron Sets New Benchmark With the World’s First High-Capacity 256GB LPDRAM SOCAMM2
• Positive Sentiment: Multiple outlets report Micron shipping the high‑capacity LPDRAM and highlighting technical advantages (faster inference, lower power, smaller footprint) — a commercial catalyst for AI and HPC server demand. Micron (MU) Begins Shipping Highest-Capacity 256GB AI Memory Module Samples
• Positive Sentiment: Wall Street remains constructive: recent analyst moves include Morgan Stanley and UBS increasing targets (and Stifel raising its target as well), signaling continued bullishness on memory pricing and margins. Micron (MU) Suffers a Larger Drop Than the General Market: Key Insights
• Neutral Sentiment: Micron opened a major assembly & test facility in India (Sanand) to expand manufacturing capacity — positive long‑term for supply resilience but not an immediate earnings swing. Micron’s India Plant Opens New Chapter In AI Memory Capacity
• Neutral Sentiment: Volatility has boosted option premiums; some traders highlight lucrative short‑put yields as income/value strategies while others view the move as a sign of elevated risk. Micron Technology Short-Put Plays Have Huge Yields – Attractive to Value Investors
• Negative Sentiment: Today’s drop is driven mainly by a broad market selloff tied to escalating conflict in the Middle East — a macro/geopolitical shock that hit memory and other high‑beta tech names hard. The Iran Conflict Is Hitting Stocks Across the World
• Negative Sentiment: Analysts and market note heightened short‑term risk for memory stocks from macro shocks, profit‑taking after a strong run, and lingering concerns about HBM competition/possible cyclical oversupply. How Low Can Micron Stock Go?

Micron Technology Price Performance

Shares of NASDAQ:MU opened at $379.68 on Wednesday. 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 $427.33 billion, a P/E ratio of 36.09 and a beta of 1.50. The company has a debt-to-equity ratio of 0.19, a current ratio of 2.46 and a quick ratio of 1.78. The company’s fifty day moving average price is $373.79 and its 200 day moving average price is $257.90.

Micron Technology (NASDAQ:MU) last released its quarterly earnings data on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 earnings per share (EPS) for the quarter, beating 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 the consensus estimate of $12.62 billion. During the same quarter in the prior year, the firm posted $1.79 earnings per share. Micron Technology’s revenue for the quarter was up 56.7% on a year-over-year basis. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. As a group, sell-side analysts predict that Micron Technology, Inc. will post 6.08 earnings per share for the current fiscal year.

Micron Technology Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Wednesday, January 14th. Shareholders of record on Monday, December 29th were given a dividend of $0.115 per share. The ex-dividend date of this dividend was Monday, December 29th. This represents a $0.46 annualized dividend and a yield of 0.1%. Micron Technology’s payout ratio is 4.37%.

Analyst Upgrades and Downgrades

MU has been the subject of several analyst reports. Wells Fargo & Company boosted their target price on Micron Technology from $335.00 to $410.00 and gave the stock an “overweight” rating in a research note on Thursday, January 15th. Bank of America increased their price target on Micron Technology from $300.00 to $400.00 and gave the company a “buy” rating in a research report on Tuesday, January 13th. Morgan Stanley boosted their price objective on Micron Technology from $350.00 to $450.00 and gave the stock an “overweight” rating in a research report on Wednesday, February 11th. Phillip Securities upgraded shares of Micron Technology to a “strong-buy” rating in a research note on Monday, February 2nd. Finally, UBS Group lifted their price target on shares of Micron Technology to $475.00 and gave the stock a “buy” rating in a research note on Monday. Six research analysts have rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat, Micron Technology has an average rating of “Buy” and a consensus target price of $371.83.

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.