J.W. Cole Advisors Inc. grew its holdings in Micron Technology, Inc. (NASDAQ:MU – Free Report) by 20.2% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 36,562 shares of the semiconductor manufacturer’s stock after purchasing an additional 6,157 shares during the quarter. J.W. Cole Advisors Inc.’s holdings in Micron Technology were worth $10,435,000 at the end of the most recent reporting period.
Several other large investors have also recently modified their holdings of MU. Brighton Jones LLC raised its stake in shares of Micron Technology by 18.3% during the 4th quarter. Brighton Jones LLC now owns 6,318 shares of the semiconductor manufacturer’s stock worth $532,000 after acquiring an additional 976 shares in the last quarter. Sivia Capital Partners LLC raised its stake in shares of 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 acquiring an additional 628 shares in the last quarter. United Bank bought a new position in shares of Micron Technology during the 2nd quarter worth approximately $236,000. Schnieders Capital Management LLC. raised its stake in shares of Micron Technology by 67.9% during the 2nd quarter. Schnieders Capital Management LLC. now owns 16,984 shares of the semiconductor manufacturer’s stock worth $2,093,000 after acquiring an additional 6,867 shares in the last quarter. Finally, Sei Investments Co. raised its stake in shares of Micron Technology by 5.6% during the 2nd quarter. Sei Investments Co. now owns 405,545 shares of the semiconductor manufacturer’s stock worth $49,987,000 after acquiring an additional 21,619 shares in the last quarter. Institutional investors own 80.84% of the company’s stock.
Trending Headlines about Micron Technology
Here are the key news stories impacting Micron Technology this week:
- Positive Sentiment: Micron continues to benefit from strong AI and high-bandwidth memory demand, with multiple recent articles highlighting bullish analyst upgrades, rising price targets, and long-term supply agreements that could support earnings and margins. Micron, Marvell, and Broadcom lead chipmakers’ premarket losses
- Positive Sentiment: Micron’s huge year-to-date run and recent record highs have drawn attention from traders and strategists who argue the stock may still have upside because memory supply remains tight. Strategist Defends Semiconductor Rally Despite Bubble Fears
- Neutral Sentiment: Recent coverage also notes unusually high trading interest in Micron-linked ETFs and leveraged products, reflecting speculation and momentum rather than a change in fundamentals. Investor Turned $258K to $3M This Year Using This Micron ETF
- Negative Sentiment: Today’s decline appears tied to a broader semiconductor selloff after Broadcom’s weaker AI outlook raised concerns that AI spending growth may be normalizing, not accelerating indefinitely. Why Is Micron Stock Falling Today? A New Warning Points to an Early Peak.
- Negative Sentiment: Some analysts are warning that memory-chip prices may be nearing a peak, which could limit upside if supply improves or pricing power weakens after the recent surge. Micron Stock Drops, Brace for the Memory-Price Peak
Wall Street Analyst Weigh In
Read Our Latest Analysis on MU
Micron Technology Stock Down 7.7%
MU stock opened at $996.00 on Friday. The firm’s fifty day simple moving average is $607.64 and its 200-day simple moving average is $434.99. The company has a market capitalization of $1.12 trillion, a P/E ratio of 47.03 and a beta of 2.16. The company has a debt-to-equity ratio of 0.13, a current ratio of 2.90 and a quick ratio of 2.32. Micron Technology, Inc. has a 12 month low of $103.38 and a 12 month high of $1,089.29.
Micron Technology (NASDAQ:MU – Get Free Report) last released its quarterly earnings data on Wednesday, March 18th. The semiconductor manufacturer reported $12.20 EPS for the quarter, beating the consensus estimate of $9.19 by $3.01. The business had revenue of $23.86 billion for the quarter, compared to the consensus estimate of $19.97 billion. Micron Technology had a net margin of 41.49% and a return on equity of 41.16%. The business’s revenue for the quarter was up 196 on a year-over-year basis. During the same period in the prior year, the firm earned $1.56 EPS. As a group, equities research analysts forecast that Micron Technology, Inc. will post 58.62 earnings per share for the current year.
Micron Technology Increases Dividend
The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, April 15th. Stockholders of record on Monday, March 30th were issued a $0.15 dividend. This is an increase from Micron Technology’s previous quarterly dividend of $0.12. The ex-dividend date of this dividend was Monday, March 30th. This represents a $0.60 annualized dividend and a dividend yield of 0.1%. Micron Technology’s payout ratio is currently 2.83%.
Insider Buying and Selling at Micron Technology
In other news, EVP April S. Arnzen sold 40,000 shares of the company’s stock in a transaction on Wednesday, April 1st. The shares were sold at an average price of $347.39, for a total value of $13,895,600.00. Following the sale, the executive vice president directly owned 125,737 shares of the company’s stock, valued at $43,679,776.43. This represents a 24.13% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Sumit Sadana sold 24,000 shares of the company’s stock in a transaction on Friday, April 10th. The shares were sold at an average price of $421.35, for a total transaction of $10,112,400.00. Following the completion of the sale, the executive vice president directly owned 224,021 shares in the company, valued at $94,391,248.35. This trade represents a 9.68% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 146,000 shares of company stock valued at $85,486,715 over the last quarter. Insiders own 0.24% of the company’s stock.
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.
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