One Wealth Advisors LLC Has $2.81 Million Position in Micron Technology, Inc. $MU

One Wealth Advisors LLC lessened its stake in Micron Technology, Inc. (NASDAQ:MU) by 30.3% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 2,434 shares of the semiconductor manufacturer’s stock after selling 1,057 shares during the period. Micron Technology accounts for 0.3% of One Wealth Advisors LLC’s portfolio, making the stock its 23rd largest holding. One Wealth Advisors LLC’s holdings in Micron Technology were worth $2,810,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also recently bought and sold shares of the company. Ridgecrest Wealth Partners LLC bought a new position in Micron Technology in the 2nd quarter valued at $321,000. WPG Advisers LLC raised its position in shares of Micron Technology by 3.0% during the second quarter. WPG Advisers LLC now owns 782 shares of the semiconductor manufacturer’s stock worth $903,000 after acquiring an additional 23 shares during the last quarter. Ketron Financial bought a new stake in shares of Micron Technology during the second quarter worth $330,000. Mitsubishi UFJ Trust & Banking Corp lifted its stake in shares of Micron Technology by 6.4% during the second quarter. Mitsubishi UFJ Trust & Banking Corp now owns 572,850 shares of the semiconductor manufacturer’s stock valued at $661,235,000 after acquiring an additional 34,644 shares during the period. Finally, Evernest Financial Advisors LLC acquired a new position in shares of Micron Technology during the second quarter valued at $359,000. Institutional investors and hedge funds own 80.84% of the company’s stock.

Analysts Set New Price Targets

A number of analysts recently commented on the company. Bank of America lifted their price objective on Micron Technology from $950.00 to $1,500.00 and gave the stock a “buy” rating in a research report on Tuesday, June 23rd. Deutsche Bank Aktiengesellschaft raised their target price on shares of Micron Technology from $1,500.00 to $1,550.00 and gave the company a “buy” rating in a research note on Thursday, June 25th. New Street Research upgraded shares of Micron Technology from a “neutral” rating to a “buy” rating and set a $1,250.00 price target for the company in a research report on Friday, August 14th. Needham & Company LLC boosted their price target on shares of Micron Technology from $1,550.00 to $1,650.00 and gave the stock a “buy” rating in a research note on Thursday, June 25th. Finally, UBS Group restated a “buy” rating on shares of Micron Technology in a report on Monday, August 10th. Four investment analysts have rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Buy” and a consensus target price of $1,258.84.

Micron Technology Price Performance

Shares of MU opened at $932.97 on Wednesday. The stock has a market cap of $1.05 trillion, a P/E ratio of 21.12 and a beta of 2.18. Micron Technology, Inc. has a 1 year low of $114.25 and a 1 year high of $1,255.00. The stock’s 50-day moving average price is $961.71 and its two-hundred day moving average price is $705.45. 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 (NASDAQ:MU) last announced its quarterly earnings results on Wednesday, June 24th. The semiconductor manufacturer reported $25.11 EPS for the quarter, beating analysts’ consensus estimates of $21.39 by $3.72. The company had revenue of $41.46 billion during the quarter, compared to analysts’ expectations of $35.91 billion. Micron Technology had a return on equity of 71.13% and a net margin of 55.91%.Micron Technology’s revenue was up 345.8% on a year-over-year basis. During the same period in the prior year, the business posted $1.91 EPS. Micron Technology has set its Q4 2026 guidance at 30.000-32.000 EPS. On average, equities analysts predict that Micron Technology, Inc. will post 72.93 earnings per share for the current year.

Micron Technology Announces Dividend

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

Micron Technology News Roundup

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

• Positive Sentiment: Memory prices are expected to rise substantially this quarter, with some reports pointing to increases of as much as 50%. A shortage of DRAM and high-bandwidth memory (HBM), driven by AI data-center demand, supports Micron’s pricing power and margins. Why Micron Will Miss Out on a 50% Rise in Memory Prices
• Positive Sentiment: Analyst sentiment remains bullish. BMO initiated coverage with an “outperform” rating and a $1,300 target, while Mizuho retained “outperform” after reducing its target from $1,375 to $1,300. The target reductions temper enthusiasm slightly, but still imply substantial upside from the reference price. Finance giant sets aggressive Micron stock target after earnings
• Positive Sentiment: Commentary continues to support the long-term AI memory thesis. Micron’s recent quarterly results showed revenue of approximately $41.5 billion, up more than 345% year over year, while long-term supply agreements provide demand visibility amid constrained capacity. Micron Technology Stock Opinions on Q3 Earnings and AI Demand Strength
• Neutral Sentiment: Micron opened a 60,000-square-foot Boise training center and expanded its apprenticeship pipeline, supporting the workforce needed for its planned U.S. manufacturing expansion. The initiative is strategically positive but unlikely to materially affect near-term earnings. Micron Opens State-of-the-Art Training Center
• Negative Sentiment: Investors remain concerned that Micron’s long-term contracts could limit its ability to fully capture a potential memory-price surge. The stock has also experienced a large rally, increasing valuation and profit-taking risks. Micron’s Long-Term Contracts Cap Memory-Boom Upside
• Negative Sentiment: Competitive and sector risks remain: reports that Apple could source memory from Chinese suppliers, a potential IPO by Chinese rival YMTC and broad semiconductor weakness pressured MU recently. Micron insiders have also reported selling shares without purchases, a potential confidence signal that investors may monitor. Why Are Micron, SK Hynix and SanDisk Stocks Falling?

Insider Buying and Selling

In other news, CAO Scott R. Allen sold 879 shares of Micron Technology stock in a transaction on Thursday, July 23rd. The shares were sold at an average price of $1,000.00, for a total transaction of $879,000.00. Following the transaction, the chief accounting officer directly owned 34,958 shares of the company’s stock, valued at $34,958,000. This trade represents a 2.45% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Sumit Sadana sold 15,000 shares of the business’s stock in a transaction on Tuesday, August 18th. The shares were sold at an average price of $934.29, for a total transaction of $14,014,350.00. Following the completion of the transaction, the executive vice president directly owned 191,021 shares of the company’s stock, valued at $178,469,010.09. This trade represents a 7.28% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 217,179 shares of company stock valued at $220,582,211. 0.24% of the stock is owned by company insiders.

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.