WESPAC Advisors LLC Makes New Investment in Micron Technology, Inc. $MU

WESPAC Advisors LLC acquired a new stake in Micron Technology, Inc. (NASDAQ:MU) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 2,809 shares of the semiconductor manufacturer’s stock, valued at approximately $802,000.

A number of other institutional investors and hedge funds also recently bought and sold shares of the business. REAP Financial Group LLC acquired a new stake in Micron Technology during the 3rd quarter valued at $25,000. Barnes Dennig Private Wealth Management LLC purchased a new position in Micron Technology during the 3rd quarter valued at about $27,000. Elevation Wealth Partners LLC lifted its position in shares of Micron Technology by 295.8% in the fourth quarter. Elevation Wealth Partners LLC now owns 95 shares of the semiconductor manufacturer’s stock worth $27,000 after purchasing an additional 71 shares in the last quarter. Howard Hughes Medical Institute purchased a new stake in shares of Micron Technology in the second quarter worth approximately $30,000. Finally, Cullen Frost Bankers Inc. grew its position in Micron Technology by 79.3% during the third quarter. Cullen Frost Bankers Inc. now owns 199 shares of the semiconductor manufacturer’s stock valued at $33,000 after purchasing an additional 88 shares in the last quarter. 80.84% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several equities analysts have recently commented on the stock. Wolfe Research boosted their price target on shares of Micron Technology from $300.00 to $350.00 and gave the company an “outperform” rating in a report on Thursday, December 18th. Stifel Nicolaus boosted their price target on Micron Technology from $360.00 to $550.00 and gave the company a “buy” rating in a research note on Monday, March 2nd. The Goldman Sachs Group increased their price objective on Micron Technology from $360.00 to $400.00 and gave the stock a “neutral” rating in a report on Thursday, March 19th. Wedbush lifted their target price on shares of Micron Technology from $320.00 to $500.00 and gave the company an “outperform” rating in a research note on Friday, March 13th. Finally, KeyCorp increased their price target on shares of Micron Technology from $450.00 to $600.00 and gave the stock an “overweight” rating in a research note on Thursday, March 19th. Five research analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Buy” and a consensus price target of $466.75.

Micron Technology Price Performance

Shares of MU stock opened at $357.22 on Monday. Micron Technology, Inc. has a 12 month low of $61.54 and a 12 month high of $471.34. The company has a quick ratio of 2.32, a current ratio of 2.90 and a debt-to-equity ratio of 0.13. The firm has a market cap of $402.85 billion, a PE ratio of 16.87 and a beta of 1.50. The stock has a 50 day moving average of $406.20 and a 200-day moving average of $294.03.

Micron Technology Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, April 15th. Shareholders of record on Monday, March 30th will be issued a $0.15 dividend. This is a boost 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 yield of 0.2%. Micron Technology’s payout ratio is currently 2.17%.

Insider Activity at Micron Technology

In other news, EVP Manish H. Bhatia sold 26,623 shares of the business’s stock in a transaction dated 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 transaction, the executive vice president owned 323,486 shares in the company, valued at approximately $126,495,965.44. The trade was a 7.60% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, CAO Scott R. Allen sold 2,000 shares of the company’s stock in a transaction dated Tuesday, January 6th. The shares were sold at an average price of $337.50, for a total transaction of $675,000.00. Following the transaction, the chief accounting officer directly owned 38,237 shares of the company’s stock, valued at $12,904,987.50. This represents a 4.97% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have purchased 23,200 shares of company stock valued at $7,821,723 and have sold 53,623 shares valued at $21,832,908. Insiders own 0.24% of the company’s stock.

Key Micron Technology News

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

• Positive Sentiment: HBM4 mass production with Nvidia is a major technology win that strengthens Micron’s positioning in high-margin AI memory and supports durable AI demand. Micron’s HBM4 Is Now in Mass Production for Nvidia’s Next-Gen Platform. This Could Be a Defining Moment for the Stock.
• Positive Sentiment: Deep-dive analysis argues Micron’s AI-driven revenue and margin surge could continue — analyst upgrades and raised price targets suggest substantial upside if AI demand persists. Micron: AI Memory Paradox Could Send Demand Exploding Despite Margin Risks
• Positive Sentiment: Multiple opinion pieces (Seeking Alpha / Motley Fool) frame the recent pullback as a buying opportunity, arguing structural shifts in memory markets and long-term supply contracts mitigate cyclicality. Micron’s Selloff Is A Setup For The Next Surge
• Positive Sentiment: High-profile investor commentary (TipRanks) encourages not missing the rally, signaling confidence from large-market participants in MU’s AI exposure. ‘Don’t Be Late to the Party,’ Says Top Investor About Micron Stock
• Neutral Sentiment: Micron Biomedical was named to Fast Company’s Most Innovative list — positive branding and diversification for Micron’s life-sciences arm but limited near-term impact on MU’s core memory revenue. Micron Biomedical Named to Fast Company’s 2026 List of World’s Most Innovative Companies
• Neutral Sentiment: Reports that Micron is eyeing a Japan Display plant signal capacity and assembly expansion in Asia — could support long-term supply needs but raises short-term CAPEX and integration questions. Micron Eyes Japan Display Plant As Capacity Plans Meet Valuation Questions
• Negative Sentiment: Google’s TurboQuant memory-compression research sparked fear that AI efficiency could reduce memory demand; that headline is a primary driver of the recent pullback and elevated volatility. What Does the New Google TurboQuant Compressor Really Mean for Micron Stock?
• Negative Sentiment: Macro/geopolitical risk (U.S.-Iran headlines, rising oil >$100) is pressuring markets broadly and amplifying downside risk for cyclical tech names like Micron. Dow Jones Futures Fall, Oil Prices Run Past $100 Amid Latest Iran News; Market At Six-Month Lows
• Negative Sentiment: Concerns persist around memory price normalization and elevated CAPEX guidance; several commentaries flagged that those risks could pressure margins despite strong recent earnings. Micron Just Had Its Worst Week of 2026. Is Earnings Season the Turning Point?

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.