Impact Partnership Wealth LLC Has $679,000 Stake in Micron Technology, Inc. $MU

Impact Partnership Wealth LLC trimmed its holdings in shares of Micron Technology, Inc. (NASDAQ:MU) by 77.7% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,380 shares of the semiconductor manufacturer’s stock after selling 8,311 shares during the period. Impact Partnership Wealth LLC’s holdings in Micron Technology were worth $679,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of MU. REAP Financial Group LLC acquired a new stake in Micron Technology during the 3rd quarter valued at $25,000. High Note Wealth LLC increased its holdings in Micron Technology by 65.4% during the 4th quarter. High Note Wealth LLC now owns 86 shares of the semiconductor manufacturer’s stock valued at $25,000 after purchasing an additional 34 shares in the last quarter. Elevation Wealth Partners LLC increased its holdings in Micron Technology by 295.8% during the 4th quarter. Elevation Wealth Partners LLC now owns 95 shares of the semiconductor manufacturer’s stock valued at $27,000 after purchasing an additional 71 shares in the last quarter. Steigerwald Gordon & Koch Inc. increased its holdings in Micron Technology by 4,800.0% during the 4th quarter. Steigerwald Gordon & Koch Inc. now owns 98 shares of the semiconductor manufacturer’s stock valued at $28,000 after purchasing an additional 96 shares in the last quarter. Finally, GHP Investment Advisors Inc. increased its holdings in Micron Technology by 91.2% during the 4th quarter. GHP Investment Advisors Inc. now owns 109 shares of the semiconductor manufacturer’s stock valued at $31,000 after purchasing an additional 52 shares in the last quarter. 80.84% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In related news, EVP April S. Arnzen sold 40,000 shares of the company’s stock in a transaction dated Wednesday, April 1st. The stock was sold at an average price of $347.39, for a total transaction of $13,895,600.00. Following the sale, the executive vice president owned 125,737 shares in the company, valued at approximately $43,679,776.43. This represents a 24.13% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Steven J. Gomo sold 2,000 shares of the company’s stock in a transaction dated Monday, May 11th. The stock was sold at an average price of $787.03, for a total value of $1,574,060.00. Following the sale, the director owned 17,139 shares in the company, valued at $13,488,907.17. The trade was a 10.45% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 106,000 shares of company stock worth $47,032,460. Insiders own 0.24% of the company’s stock.

Analyst Ratings Changes

A number of equities research analysts recently weighed in on the company. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Micron Technology in a report on Tuesday, May 12th. Sanford C. Bernstein increased their price objective on Micron Technology from $330.00 to $510.00 and gave the company an “outperform” rating in a research report on Wednesday, March 18th. Barclays increased their price objective on Micron Technology from $450.00 to $675.00 and gave the company an “overweight” rating in a research report on Thursday, March 19th. Susquehanna increased their price objective on Micron Technology from $600.00 to $1,750.00 and gave the company a “positive” rating in a research report on Friday. Finally, Stifel Nicolaus increased their price objective on Micron Technology from $360.00 to $550.00 and gave the company a “buy” rating in a research report on Monday, March 2nd. Five research analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and four have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Buy” and a consensus target price of $595.63.

Micron Technology Stock Performance

MU stock opened at $970.47 on Friday. The business’s 50-day moving average price is $557.48 and its two-hundred day moving average price is $411.31. The company has a current ratio of 2.90, a quick ratio of 2.32 and a debt-to-equity ratio of 0.13. The firm has a market cap of $1.09 trillion, a PE ratio of 45.82 and a beta of 1.91. Micron Technology, Inc. has a 1-year low of $92.22 and a 1-year high of $981.00.

Micron Technology (NASDAQ:MU) last released its quarterly earnings results on Wednesday, March 18th. The semiconductor manufacturer reported $12.20 earnings per share (EPS) for the quarter, beating the consensus estimate of $9.19 by $3.01. Micron Technology had a return on equity of 41.16% and a net margin of 41.49%.The firm had revenue of $23.86 billion for the quarter, compared to the consensus estimate of $19.97 billion. During the same quarter last year, the business posted $1.56 EPS. The company’s revenue for the quarter was up 196 on a year-over-year basis. As a group, research analysts forecast that Micron Technology, Inc. will post 58.62 earnings per share for the current year.

Micron Technology Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Wednesday, April 15th. Investors of record on Monday, March 30th were issued a dividend of $0.15 per share. The ex-dividend date was Monday, March 30th. This is a boost from Micron Technology’s previous quarterly dividend of $0.12. This represents a $0.60 annualized dividend and a yield of 0.1%. Micron Technology’s dividend payout ratio is currently 2.83%.

Trending Headlines about Micron Technology

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

• Positive Sentiment: UBS and Susquehanna sharply raised their price targets on Micron, reinforcing the view that AI memory demand could support much more upside. Analyst price target update
• Positive Sentiment: Commentary around Micron crossing a $1 trillion market cap is fueling momentum buying and signaling that investors now view MU as a core AI beneficiary rather than a traditional cyclical chip stock. Micron valuation check article
• Positive Sentiment: Multiple reports highlight strong quarterly revenue growth, expanding cloud-memory demand, and record gross margins, which support the case for continued earnings strength. AI memory boom article
• Neutral Sentiment: Fund filings showed mixed institutional activity, with some large hedge funds adding to MU while others trimmed positions, suggesting broad interest but not unanimous conviction. Hedge fund activity article
• Negative Sentiment: Some analysts and commentators warned that Micron’s valuation may be getting stretched, and bearish pieces raised concerns about competition, cannibalization, and a potential depreciation “cliff” if AI spending slows. Bearish downgrade article
• Negative Sentiment: Samsung’s new AI memory chip and ongoing rivalry with SK Hynix underscore that competition in high-margin AI memory remains intense. Samsung rivalry article

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.