Investment Research Partners LLC Makes New $189,000 Investment in Micron Technology, Inc. $MU

Investment Research Partners LLC purchased a new stake in shares of Micron Technology, Inc. (NASDAQ:MU) during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund purchased 1,131 shares of the semiconductor manufacturer’s stock, valued at approximately $189,000.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. REAP Financial Group LLC acquired a new position in shares of Micron Technology in the 3rd quarter valued at $25,000. Barnes Dennig Private Wealth Management LLC acquired a new stake in shares of Micron Technology during the 3rd quarter worth about $27,000. Howard Hughes Medical Institute purchased a new stake in Micron Technology in the 2nd quarter valued at about $30,000. Cullen Frost Bankers Inc. raised its holdings in Micron Technology by 79.3% in the 3rd quarter. Cullen Frost Bankers Inc. now owns 199 shares of the semiconductor manufacturer’s stock valued at $33,000 after buying an additional 88 shares during the period. Finally, WealthCollab LLC lifted its position in Micron Technology by 4,500.0% in the second quarter. WealthCollab LLC now owns 276 shares of the semiconductor manufacturer’s stock valued at $34,000 after buying an additional 270 shares during the last quarter. Institutional investors and hedge funds own 80.84% of the company’s stock.

Micron Technology News Summary

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

• Positive Sentiment: Q2 blowout: record revenue, huge margin expansion and aggressive Q3 guidance that highlights ongoing AI/HBM demand — underpins multi‑year growth thesis. Micron’s Mic-Drop Quarter: AI Memory Demand Supercharged Earnings
• Positive Sentiment: Wall Street is raising targets: numerous firms bumped price targets (several into the $500s–$700s) and reiterated buys, reflecting confidence in pricing power and tight supply. Micron Stock Forecast Soars as Analysts See ‘No Indication of Slowing Momentum’
• Positive Sentiment: Capital returns: Micron raised its quarterly dividend ~30% to $0.15, signaling confidence in cash flow generation. (Company release)
• Neutral Sentiment: Product/capacity updates: Micron is ramping HBM4 and PCIe Gen6 SSDs and says much of near‑term capacity is sold out — positive for pricing but tied to execution risk. Micron’s New HBM4 And PCIe Gen6 SSDs Test Lofty AI Valuation
• Negative Sentiment: Higher capex and spending plans worried investors: management flagged a meaningful spending ramp to expand capacity/quality, which investors fear could pressure free cash flow and cap current margin momentum. Micron shares slip as hefty spending plans eclipse strong AI-fueled earnings
• Negative Sentiment: Sell‑the‑news / downgrade pressure: despite the beat, some investors trimmed positions and at least one bearish note flagged increasing HBM competition (Samsung entering NVIDIA supply chain) and cyclical risk, prompting a pullback. Micron: Entering The Danger Zone (Rating Downgrade)

Insider Activity

In related news, CAO Scott R. Allen sold 2,000 shares of the stock in a transaction on Tuesday, January 6th. The stock was sold at an average price of $337.50, for a total value of $675,000.00. Following the transaction, the chief accounting officer owned 38,237 shares of the company’s stock, valued at $12,904,987.50. This represents a 4.97% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Also, EVP Sumit Sadana sold 25,000 shares of the firm’s stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $429.89, for a total value of $10,747,250.00. Following the completion of the sale, the executive vice president owned 248,021 shares in the company, valued at approximately $106,621,747.69. This represents a 9.16% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have acquired 23,200 shares of company stock valued at $7,821,723 and have sold 68,623 shares valued at $25,989,258. 0.24% of the stock is currently owned by company insiders.

Micron Technology Trading Down 3.8%

NASDAQ:MU opened at $444.27 on Friday. 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 firm has a market cap of $500.03 billion, a PE ratio of 20.98 and a beta of 1.50. The stock has a fifty day moving average price of $401.09 and a 200 day moving average price of $280.93. Micron Technology, Inc. has a 12-month low of $61.54 and a 12-month high of $471.34.

Micron Technology (NASDAQ:MU) last announced its quarterly earnings data on Wednesday, March 18th. The semiconductor manufacturer reported $12.20 earnings per share (EPS) for the quarter, beating the consensus estimate of $8.50 by $3.70. Micron Technology had a return on equity of 44.53% and a net margin of 41.49%.The business had revenue of $23.86 billion during the quarter, compared to analysts’ expectations of $18.90 billion. During the same quarter last year, the business posted $1.56 EPS. The business’s quarterly revenue was up 196.3% compared to the same quarter last year. Sell-side analysts anticipate that Micron Technology, Inc. will post 6.08 earnings per share for the current fiscal year.

Micron Technology Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 15th. Stockholders of record on Monday, March 30th will be given a dividend of $0.15 per share. This is an increase from Micron Technology’s previous quarterly dividend of $0.12. The ex-dividend date of this dividend is Monday, March 30th. This represents a $0.60 annualized dividend and a dividend yield of 0.1%. Micron Technology’s dividend payout ratio is presently 2.17%.

Analyst Ratings Changes

Several brokerages have weighed in on MU. Wolfe Research increased their target price on shares of Micron Technology from $300.00 to $350.00 and gave the stock an “outperform” rating in a research note on Thursday, December 18th. Sanford C. Bernstein upped their price objective on shares of Micron Technology from $330.00 to $510.00 and gave the stock an “outperform” rating in a report on Wednesday. Morgan Stanley boosted their target price on Micron Technology from $350.00 to $450.00 and gave the company an “overweight” rating in a research report on Wednesday, February 11th. Needham & Company LLC lifted their price objective on Micron Technology from $450.00 to $500.00 and gave the company a “buy” rating in a research note on Thursday. Finally, Wall Street Zen upgraded Micron Technology from a “buy” rating to a “strong-buy” rating in a report on Sunday, November 23rd. Five equities research analysts have rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and four have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Buy” and an average target price of $453.55.

Micron Technology 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.