Sax Wealth Advisors LLC acquired a new stake in shares of Micron Technology, Inc. (NASDAQ:MU – Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 2,151 shares of the semiconductor manufacturer’s stock, valued at approximately $614,000.
Several other large investors have also modified their holdings of MU. Brighton Jones LLC increased its stake in Micron Technology by 18.3% in the 4th quarter. Brighton Jones LLC now owns 6,318 shares of the semiconductor manufacturer’s stock worth $532,000 after purchasing an additional 976 shares in the last quarter. Sivia Capital Partners LLC raised its holdings in Micron Technology by 21.7% during the 2nd quarter. Sivia Capital Partners LLC now owns 3,528 shares of the semiconductor manufacturer’s stock worth $435,000 after buying an additional 628 shares during the period. United Bank purchased a new stake in Micron Technology during the second quarter valued at about $236,000. Schnieders Capital Management LLC. lifted its stake in Micron Technology by 67.9% during the second quarter. Schnieders Capital Management LLC. now owns 16,984 shares of the semiconductor manufacturer’s stock valued at $2,093,000 after buying an additional 6,867 shares in the last quarter. Finally, Global Retirement Partners LLC acquired a new position in shares of Micron Technology in the second quarter worth about $1,922,000. 80.84% of the stock is owned by institutional investors.
Analyst Ratings Changes
A number of equities research analysts have recently issued reports on MU shares. Stifel Nicolaus boosted their price target on shares of Micron Technology from $360.00 to $550.00 and gave the company a “buy” rating in a report on Monday, March 2nd. Citigroup raised their price objective on shares of Micron Technology from $430.00 to $510.00 and gave the stock a “buy” rating in a research note on Thursday, March 19th. Wells Fargo & Company lifted their price objective on shares of Micron Technology from $470.00 to $550.00 and gave the stock an “overweight” rating in a research report on Thursday, March 19th. Needham & Company LLC boosted their target price on shares of Micron Technology from $450.00 to $500.00 and gave the company a “buy” rating in a research note on Thursday, March 19th. Finally, Itau BBA Securities restated an “outperform” rating on shares of Micron Technology in a report on Thursday, December 18th. Five equities research analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and three have issued a Hold rating to the company’s stock. According to MarketBeat.com, Micron Technology currently has a consensus rating of “Buy” and a consensus price target of $466.75.
Micron Technology News Roundup
Here are the key news stories impacting Micron Technology this week:
- Positive Sentiment: Wall Street remains constructive: Micron has been one of the most upgraded names in 2026 with elevated price targets and a bullish analyst consensus that suggests meaningful upside from current levels. MarketBeat: Analyst Optimism — Most Upgraded Stocks of 2026
- Positive Sentiment: Fundamentals remain strong: management reported a blockbuster quarter with revenue and margin expansion driven by AI/DRAM demand and HBM shortages, supporting long‑term earnings upside. 24/7 Wall St.: Micron’s Future Hinges on 2 Emerging Challenges
- Neutral Sentiment: Balance‑sheet action: Micron launched cash tender offers to buy back multiple series of senior notes (offers expire March 31), a debt‑management move that reduces outstanding debt but may create short‑term noise around cash use and capital allocation. GlobeNewswire: Micron Announces Cash Tender Offers
- Negative Sentiment: New AI compression research from Google raised fears that LLMs could require far less memory (reports cite up to ~6x reduction), directly threatening future DRAM/HBM demand assumptions for data‑center customers. CNBC: Google AI breakthrough pressures memory chip stocks
- Negative Sentiment: Demand/order concerns and downgrades: analysts and note‑writers flagged potential softness in DRAM orders, concentration risk among large buyers and the possibility that some orders were front‑loaded — prompting downgrades and caution. Seeking Alpha: Micron — Softness in DRAM Orders (Downgrade)
- Negative Sentiment: Quant and technical selling amplified the pullback: chart weakness and algorithmic strategies (reported in market commentary) have hit memory names, accelerating profit‑taking after a multi‑hundred‑percent rally. Barron’s: Semiconductor Stocks Are Losing Momentum — Nvidia and Micron Charts
- Negative Sentiment: Broader market pressure: geopolitical headlines and a risk‑off move (oil surge, market declines) weighed on cyclical and tech names, contributing to intraday weakness in Micron alongside peers. Yahoo Finance: Stock Market Today — Dow Drops; Micron Tumbles
Insider Activity at Micron Technology
In related news, CAO Scott R. Allen sold 2,000 shares of Micron Technology stock in a transaction on Tuesday, January 6th. The stock was sold at an average price of $337.50, for a total transaction of $675,000.00. Following the completion of the sale, the chief accounting officer owned 38,237 shares of the company’s stock, valued at approximately $12,904,987.50. This trade represents a 4.97% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Teyin M. Liu bought 11,600 shares of the stock in a transaction on Tuesday, January 13th. The stock was purchased at an average price of $337.07 per share, for a total transaction of $3,910,012.00. Following the purchase, the director directly owned 14,310 shares of the company’s stock, valued at approximately $4,823,471.70. This represents a 428.04% increase in their ownership of the stock. Additional details regarding this purchase 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 53,623 shares valued at $21,832,908. Corporate insiders own 0.24% of the company’s stock.
Micron Technology Stock Performance
MU stock opened at $355.43 on Friday. The firm has a 50 day simple moving average of $406.31 and a 200 day simple moving average of $290.29. Micron Technology, Inc. has a 52 week low of $61.54 and a 52 week high of $471.34. The stock has a market cap of $400.83 billion, a P/E ratio of 16.78 and a beta of 1.50. The company has a debt-to-equity ratio of 0.13, a quick ratio of 2.32 and a current ratio of 2.90.
Micron Technology Increases Dividend
The business also recently announced a quarterly dividend, which will be paid on Wednesday, April 15th. Shareholders of record on Monday, March 30th will be paid 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 dividend on an annualized basis and a dividend yield of 0.2%. Micron Technology’s dividend payout ratio (DPR) is 2.17%.
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.
Further Reading
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