Micron Technology, Inc. $MU Stake Lifted by Pacific Excel Wealth Advisors Inc.

Pacific Excel Wealth Advisors Inc. boosted its stake in Micron Technology, Inc. (NASDAQ:MU) by 144.6% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,529 shares of the semiconductor manufacturer’s stock after buying an additional 904 shares during the period. Pacific Excel Wealth Advisors Inc.’s holdings in Micron Technology were worth $1,765,000 as of its most recent SEC filing.

Other hedge funds also recently added to or reduced their stakes in the company. Heritage Trust Co lifted its holdings in Micron Technology by 9.7% in the fourth quarter. Heritage Trust Co now owns 15,026 shares of the semiconductor manufacturer’s stock worth $4,289,000 after purchasing an additional 1,323 shares during the period. Castleark Management LLC acquired a new position in Micron Technology during the 1st quarter valued at about $3,709,000. Financial Synergies Wealth Advisors Inc. acquired a new position in Micron Technology during the 4th quarter valued at about $1,316,000. PKO BP BANKOWY Universal Pension Society JSC bought a new stake in shares of Micron Technology during the 4th quarter worth about $61,306,000. Finally, Dara Capital US Inc. bought a new stake in shares of Micron Technology during the 4th quarter worth about $2,926,000. 80.84% of the stock is currently owned by institutional investors.

Insider Transactions at Micron Technology

In related news, CAO Scott R. Allen sold 879 shares of Micron Technology stock in a transaction dated Thursday, July 23rd. The stock was sold at an average price of $1,000.00, for a total value of $879,000.00. Following the transaction, the chief accounting officer owned 34,958 shares of the company’s stock, valued at approximately $34,958,000. This trade represents a 2.45% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director Steven J. Gomo sold 2,000 shares of the business’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 approximately $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. Insiders have sold a total of 164,179 shares of company stock worth $169,385,921 in the last three months. Insiders own 0.24% of the company’s stock.

Micron Technology Price Performance

NASDAQ MU opened at $892.67 on Wednesday. The stock has a market capitalization of $1.01 trillion, a P/E ratio of 20.21 and a beta of 2.18. Micron Technology, Inc. has a 1 year low of $106.75 and a 1 year high of $1,255.00. The business’s fifty day moving average is $978.43 and its two-hundred day moving average is $649.44. The company has a debt-to-equity ratio of 0.05, a quick ratio of 2.98 and a current ratio of 3.42.

Micron Technology (NASDAQ:MU) last released its quarterly earnings data on Wednesday, June 24th. The semiconductor manufacturer reported $25.11 earnings per share for the quarter, topping the consensus estimate of $21.39 by $3.72. The business 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 was up 345.8% compared to the same quarter last year. During the same period last year, the company posted $1.91 EPS. Micron Technology has set its Q4 2026 guidance at 30.000-32.000 EPS. On average, research analysts forecast that Micron Technology, Inc. will post 72.93 earnings per share for the current fiscal year.

Micron Technology Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Tuesday, July 21st. Investors of record on Monday, July 6th were given a $0.15 dividend. The ex-dividend date was Monday, July 6th. This represents a $0.60 dividend on an annualized basis and a dividend yield of 0.1%. Micron Technology’s dividend payout ratio (DPR) is 1.36%.

Analyst Ratings Changes

Several research firms have recently issued reports on MU. Royal Bank Of Canada increased their price objective on shares of Micron Technology from $1,200.00 to $1,500.00 and gave the company an “outperform” rating in a report on Thursday, June 25th. Morgan Stanley boosted their target price on Micron Technology from $1,050.00 to $1,200.00 and gave the stock an “overweight” rating in a report on Thursday, June 25th. DA Davidson upped their target price on Micron Technology from $1,500.00 to $2,000.00 and gave the stock a “buy” rating in a research report on Thursday, June 25th. TD Cowen reaffirmed a “buy” rating on shares of Micron Technology in a research note on Friday, July 10th. Finally, Weiss Ratings reaffirmed a “buy (b)” rating on shares of Micron Technology in a research note on Tuesday, May 12th. Four equities research analysts have rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Buy” and an average price target of $1,268.93.

Trending Headlines about Micron Technology

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

• Positive Sentiment: Bank of America reiterated its Buy rating and $1,550 price target, calling the pullback an “enhanced buying opportunity.” The firm said cloud and AI-infrastructure demand remains strong, while Micron’s memory pricing power is intact. Micron pullback seen as buying opportunity amid solid end-demand, says BofA
• Positive Sentiment: The broader semiconductor sector staged a strong rebound as the market’s AI trade regained momentum. Better-than-expected results and guidance from Palantir, along with a broader advance in technology shares, improved risk appetite and supported Micron. Why Micron, AMD and SanDisk stocks are leading today’s pre-market rally
• Positive Sentiment: Analysts and investors continue to view the AI memory cycle as a potential new growth phase. Micron’s recent earnings showed substantial revenue and profit growth, and long-term AI-related contracts and constrained high-end memory supply support the bullish outlook. Sandisk Jumps 8%, Micron Gains 6%, SK Hynix Climbs 4% as Wall Street Hikes Price Targets on AI Memory Boom
• Neutral Sentiment: Micron’s valuation and share-price performance remain a subject of debate. Bulls see the selloff as pricing in an overly pessimistic scenario, while the stock’s high volatility and large decline from its peak highlight the risks of investing in a cyclical memory-chip business.
• Negative Sentiment: China’s ChangXin Memory Technologies (CXMT) is reportedly considering a second Beijing fabrication plant. Potentially higher Chinese DRAM output could increase global competition and pressure memory prices and Micron’s market share over time, although the threat is viewed as several years away. Micron Gains Memory-Chip Share—But So Does Hot Chinese Rival
• Negative Sentiment: Investor Michael Burry reportedly increased bearish positions in Micron and the semiconductor sector, adding a contrarian signal amid concerns that AI spending and elevated memory valuations may prove unsustainable. Michael Burry’s latest bet puts Nvidia stock and Micron’s AI boom on trial

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.