Impact Partnership Wealth LLC Sells 1,011 Shares of Micron Technology, Inc. $MU

Impact Partnership Wealth LLC reduced its holdings in shares of Micron Technology, Inc. (NASDAQ:MU) by 42.5% during the 1st quarter, Holdings Channel.com reports. The fund owned 1,369 shares of the semiconductor manufacturer’s stock after selling 1,011 shares during the period. Impact Partnership Wealth LLC’s holdings in Micron Technology were worth $463,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Brighton Jones LLC increased its holdings in shares of Micron Technology by 18.3% during the fourth quarter. Brighton Jones LLC now owns 6,318 shares of the semiconductor manufacturer’s stock worth $532,000 after buying an additional 976 shares in the last quarter. Sivia Capital Partners LLC boosted its stake in Micron Technology by 21.7% in the second quarter. Sivia Capital Partners LLC now owns 3,528 shares of the semiconductor manufacturer’s stock worth $435,000 after purchasing an additional 628 shares in the last quarter. United Bank bought a new stake in shares of Micron Technology during the second quarter worth $236,000. Schnieders Capital Management LLC. grew its holdings in 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 during the last quarter. Finally, Sei Investments Co. raised its stake in shares of Micron Technology by 5.6% in the second 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 during the last quarter. Institutional investors own 80.84% of the company’s stock.

Insider Buying and Selling at Micron Technology

In other news, Director Steven J. Gomo sold 2,000 shares of the business’s stock in a transaction on Monday, May 11th. The shares were sold at an average price of $787.03, for a total value of $1,574,060.00. Following the completion of the transaction, the director owned 17,139 shares of the company’s stock, valued at $13,488,907.17. The trade was a 10.45% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO Sanjay Mehrotra sold 28,506 shares of the company’s stock in a transaction on Friday, June 26th. The shares were sold at an average price of $1,149.28, for a total transaction of $32,761,375.68. Following the completion of the sale, the chief executive officer owned 355,997 shares of the company’s stock, valued at approximately $409,140,232.16. This represents a 7.41% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 146,000 shares of company stock valued at $117,926,445. Corporate insiders own 0.24% of the company’s stock.

Micron Technology News Summary

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

• Positive Sentiment: Micron and General Motors announced a long-term strategic supply agreement for automotive memory and storage, reinforcing demand visibility and expanding Micron’s automotive footprint. Micron and General Motors Sign Strategic Agreement to Secure Supply and Accelerate Innovation
• Positive Sentiment: Several analysts remain bullish, citing continued memory shortages, strong AI-driven demand, and higher price targets after Micron’s blowout earnings and guidance. Micron Stock Gets Set to Go Higher as KeyBanc Analyst Predicts ‘Continued Strong Demand’ in 2026
• Positive Sentiment: Industry commentary continues to highlight tight AI memory supply and rising chip prices, which support Micron’s earnings power even after the stock’s strong run. Micron Stock Drops But Memory-Chip Prices Keep Rising
• Neutral Sentiment: Micron also announced a $250 million commitment to Trump Accounts, which may improve sentiment around the company’s U.S. investment story, but the move is politically mixed and not directly tied to operating results. Micron Announces $250 Million Investment in Trump Accounts Reaching 1 Million Children, Families and the Future Workforce
• Negative Sentiment: Micron is being hit by a broad semiconductor selloff as investors lock in profits after the sector’s record rally, weighing on MU alongside other memory names. Chip stocks that notched record rallies in second quarter start Q3 with a dud
• Negative Sentiment: A new class-action lawsuit targeting DRAM pricing is creating legal overhang for Micron and other memory-chip makers, adding uncertainty for investors. Samsung, SK Hynix, Micron sued over DRAM prices: what’s at stake
• Negative Sentiment: Some commentators and valuation-focused pieces are warning that Micron’s massive run may have gone too far, especially if the memory cycle cools or margins normalize. Micron Is Now Everyone Else’s Problem (Rating Downgrade)

Analysts Set New Price Targets

Several research analysts have issued reports on the company. Needham & Company LLC upped their price objective on Micron Technology from $1,550.00 to $1,650.00 and gave the stock a “buy” rating in a report on Thursday, June 25th. Sanford C. Bernstein set a $1,300.00 target price on Micron Technology in a research report on Monday, June 22nd. Cantor Fitzgerald reaffirmed an “overweight” rating and set a $1,500.00 price target on shares of Micron Technology in a research note on Thursday, June 25th. Weiss Ratings reiterated a “buy (b)” rating on shares of Micron Technology in a report on Tuesday, May 12th. Finally, TD Cowen lifted their price objective on Micron Technology from $1,500.00 to $1,600.00 and gave the stock a “buy” rating in a research report on Thursday, June 25th. Five research analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and three have issued a Hold rating to the company. According to MarketBeat, the company presently has an average rating of “Buy” and an average price target of $1,263.76.

Micron Technology Trading Down 10.6%

NASDAQ:MU opened at $1,032.28 on Thursday. The company has a current ratio of 3.42, a quick ratio of 2.98 and a debt-to-equity ratio of 0.05. Micron Technology, Inc. has a 1-year low of $103.38 and a 1-year high of $1,255.00. The firm has a market capitalization of $1.17 trillion, a price-to-earnings ratio of 23.37 and a beta of 2.13. The business’s 50-day moving average price is $856.65 and its two-hundred day moving average price is $544.62.

Micron Technology (NASDAQ:MU) last posted its earnings results on Wednesday, June 24th. The semiconductor manufacturer reported $25.11 earnings per share (EPS) for the quarter, topping the consensus estimate of $21.39 by $3.72. The company had revenue of $41.46 billion during the quarter, compared to analyst estimates of $35.91 billion. Micron Technology had a return on equity of 71.13% and a net margin of 55.91%.The company’s revenue for the quarter was up 345.8% compared to the same quarter last year. During the same period in the previous year, the company earned $1.91 EPS. Micron Technology has set its Q4 2026 guidance at 30.000-32.000 EPS. On average, equities analysts expect that Micron Technology, Inc. will post 71.74 earnings per share for the current year.

Micron Technology Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Tuesday, July 21st. Shareholders of record on Monday, July 6th will be paid a $0.15 dividend. This represents a $0.60 annualized dividend and a yield of 0.1%. The ex-dividend date of this dividend is Monday, July 6th. Micron Technology’s dividend payout ratio is presently 1.36%.

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.