DE Burlo Group Inc. Reduces Holdings in Micron Technology, Inc. $MU

DE Burlo Group Inc. reduced its stake in Micron Technology, Inc. (NASDAQ:MU) by 90.4% during the third quarter, Holdings Channel.com reports. The firm owned 14,190 shares of the semiconductor manufacturer’s stock after selling 133,150 shares during the period. DE Burlo Group Inc.’s holdings in Micron Technology were worth $2,374,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently bought and sold shares of MU. American Capital Advisory LLC boosted its stake in shares of Micron Technology by 20.4% during the third quarter. American Capital Advisory LLC now owns 272 shares of the semiconductor manufacturer’s stock valued at $46,000 after purchasing an additional 46 shares during the period. Winthrop Capital Management LLC increased its stake in shares of Micron Technology by 4.0% in the third quarter. Winthrop Capital Management LLC now owns 1,234 shares of the semiconductor manufacturer’s stock worth $206,000 after buying an additional 47 shares during the period. Teamwork Financial Advisors LLC raised its holdings in Micron Technology by 0.4% during the 3rd quarter. Teamwork Financial Advisors LLC now owns 14,974 shares of the semiconductor manufacturer’s stock valued at $2,505,000 after buying an additional 53 shares during the last quarter. Blue Trust Inc. boosted its position in Micron Technology by 0.5% during the 3rd quarter. Blue Trust Inc. now owns 10,633 shares of the semiconductor manufacturer’s stock valued at $1,779,000 after buying an additional 53 shares during the period. Finally, Lodestone Wealth Management LLC grew its holdings in Micron Technology by 3.2% in the 3rd quarter. Lodestone Wealth Management LLC now owns 1,693 shares of the semiconductor manufacturer’s stock worth $283,000 after acquiring an additional 53 shares during the last quarter. Institutional investors own 80.84% of the company’s stock.

Insider Activity at Micron Technology

In other Micron Technology news, EVP Sumit Sadana sold 25,000 shares of the firm’s stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $429.89, for a total transaction of $10,747,250.00. Following the completion of the transaction, the executive vice president owned 248,021 shares of the company’s stock, valued at approximately $106,621,747.69. This trade represents a 9.16% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, EVP Manish H. Bhatia sold 26,623 shares of the business’s stock in a transaction on Thursday, January 22nd. The shares were sold at an average price of $391.04, for a total transaction of $10,410,657.92. Following the sale, the executive vice president owned 323,486 shares in the company, valued at approximately $126,495,965.44. This trade represents a 7.60% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders purchased 23,200 shares of company stock valued at $7,821,723 and sold 73,623 shares valued at $27,307,408. Company insiders own 0.24% of the company’s stock.

Analysts Set New Price Targets

Several equities analysts have recently commented on MU shares. Morgan Stanley upped their price objective on shares of Micron Technology from $350.00 to $450.00 and gave the company an “overweight” rating in a research note on Wednesday, February 11th. Barclays raised their target price on Micron Technology from $275.00 to $450.00 and gave the stock an “overweight” rating in a research note on Friday, January 16th. Weiss Ratings restated a “buy (b-)” rating on shares of Micron Technology in a report on Thursday, January 29th. Cantor Fitzgerald increased their price objective on Micron Technology from $350.00 to $450.00 and gave the stock an “overweight” rating in a report on Wednesday, January 14th. Finally, Citigroup lifted their price objective on Micron Technology from $385.00 to $430.00 and gave the stock a “buy” rating in a research report on Monday. Six analysts have rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Buy” and a consensus price target of $381.14.

Micron Technology News Roundup

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

• Positive Sentiment: Strong analyst support and big price‑target raises (Citigroup, Susquehanna, Stifel, Aletheia and others) have lifted sentiment and likely contributed to buying ahead of earnings. Should You Buy Micron Stock Before March 18? Citi Analysts Say Yes.
• Positive Sentiment: Market writeups highlight AI-driven memory demand, tight HBM supply and server DDR5 opportunity — fundamentals that underpin estimates of further revenue and margin upside. AI Bottlenecks: 3 Stocks Poised to Gain from the AI Buildout
• Positive Sentiment: Company milestones — shipping large‑capacity server LPDDR modules and expanding India assembly/testing — and partnership/expansion headlines are being cited as catalysts that support a higher valuation. Micron’s AI Memory Milestone And India Expansion Raise Valuation Questions
• Positive Sentiment: Pre‑earnings momentum and sector strength are drawing investors (multiple outlets note multi‑week gains and inclusion chatter around the S&P 100), prompting short‑term buying. Micron stock draws buzz on S&P 100 inclusion
• Neutral Sentiment: General bullish coverage and “why to like” pieces (Fool, Yahoo, 247Wall) are amplifying attention but mostly restate consensus drivers rather than new, stock‑moving data. Micron Technology: Analyzing Its Potential in a Booming Industry
• Neutral Sentiment: Macro noise (e.g., a deleted Energy Secretary tweet that roiled oil markets) increases intraday volatility risk but is not MU‑specific. Deleted Tweet From Energy Secretary Sends Oil Markets on Another Wild Ride
• Negative Sentiment: Product‑sourcing news: reports that NVIDIA chose Samsung and SK Hynix for next‑gen HBM4 could pressure Micron’s hopes for share gains in that specific HBM cycle. Nvidia Selects HBM4 Memory Suppliers
• Negative Sentiment: Critical takes and concern pieces warn about concentration, competition and market cyclicality (some articles call parts of the market “vulnerable” or point to stagnation), which could amplify pullbacks if guidance disappoints. This part of the market looks ’very vulnerable’ to a deeper pullback

Micron Technology Price Performance

Shares of NASDAQ MU opened at $403.11 on Wednesday. Micron Technology, Inc. has a 1 year low of $61.54 and a 1 year high of $455.50. The stock has a market capitalization of $453.70 billion, a P/E ratio of 38.32 and a beta of 1.50. The company’s 50-day moving average is $384.09 and its 200 day moving average is $267.51. The company has a debt-to-equity ratio of 0.19, a current ratio of 2.46 and a quick ratio of 1.78.

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

Micron Technology Dividend Announcement

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

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.