Madison Wealth Partners Inc Buys Shares of 2,086 Micron Technology, Inc. $MU

Madison Wealth Partners Inc bought a new stake in shares of Micron Technology, Inc. (NASDAQ:MU) in the 2nd quarter, according to its most recent filing with the SEC. The institutional investor bought 2,086 shares of the semiconductor manufacturer’s stock, valued at approximately $2,407,000.

A number of other hedge funds and other institutional investors have also made changes to their positions in the stock. High Note Wealth LLC grew 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 worth $25,000 after acquiring an additional 34 shares in the last quarter. Kohmann Bosshard Financial Services LLC acquired a new stake in shares of Micron Technology in the 1st quarter valued at about $27,000. Bayban acquired a new stake in shares of Micron Technology in the 4th quarter valued at about $29,000. Luken Investment Analytics LLC bought a new position in shares of Micron Technology during the fourth quarter worth about $31,000. Finally, WealthCollab LLC grew its stake in Micron Technology by 4,500.0% in the second quarter. WealthCollab LLC now owns 276 shares of the semiconductor manufacturer’s stock worth $34,000 after purchasing an additional 270 shares in the last quarter. Institutional investors own 80.84% of the company’s stock.

Key Stories Impacting Micron Technology

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

• Positive Sentiment: Analyst earnings upgrades and optimism about Micron’s AI memory opportunity supported the bullish case. Bernstein reportedly maintained a Buy rating with a $1,300 price target, while other published targets extend as high as $2,000. Micron Technology Gains Driven by Earnings Upgrades
• Positive Sentiment: Micron’s latest results significantly exceeded expectations, with quarterly revenue of $41.46 billion and earnings of $25.11 per share. Revenue increased more than 345% year over year, reinforcing confidence in the current memory and AI infrastructure cycle.
• Positive Sentiment: Reports argue that high-bandwidth memory capacity is sold out through 2026 and supported by long-term customer agreements. This could provide unusually strong revenue visibility and help protect margins despite concerns about new competitors. Why China’s Memory Chip Breakthrough Won’t Crash the Market
• Positive Sentiment: Investors remain focused on the possibility that AI demand has structurally altered Micron’s historically cyclical memory business. Some commentary describes the recent pullback as an opportunity because demand for AI-related wafer capacity continues to exceed supply.
• Neutral Sentiment: China’s CXMT reportedly began small-batch production of HBM3E and plans LPDDR6 production, creating a longer-term competitive and geopolitical consideration. However, analysts argue that its initial output is too small to ease the global AI memory shortage in the near term. MU and SNDK Face New China Memory Challenge
• Neutral Sentiment: Broader semiconductor weakness, higher bond yields, oil-price volatility, and uncertainty surrounding potential tariffs have reduced investors’ willingness to pay elevated valuations for technology stocks.
• Negative Sentiment: Unions representing roughly two-thirds of Micron’s Taiwan workforce, or nearly 10,000 employees, threatened possible strike action unless the company increases bonuses and profit sharing. A walkout could disrupt manufacturing, raise labor costs, and delay shipments. Micron’s Taiwan Unions Threaten Strike Over Bonus Dispute
• Negative Sentiment: Micron’s heavy manufacturing exposure to Taiwan adds geopolitical and operational risk, while reports of widespread insider selling may reinforce investor caution after the stock’s substantial run-up.

Wall Street Analyst Weigh In

Several analysts recently weighed in on MU shares. Barclays boosted their price objective on Micron Technology from $1,175.00 to $2,000.00 and gave the company an “overweight” rating in a report on Thursday, June 25th. BMO Capital Markets began coverage on Micron Technology in a research report on Friday, August 21st. They issued an “outperform” rating and a $1,300.00 target price for the company. Wolfe Research set a $1,500.00 price target on Micron Technology in a report on Thursday, June 25th. Raymond James Financial upped their price target on Micron Technology from $1,100.00 to $1,500.00 and gave the company an “outperform” rating in a research report on Thursday, June 25th. Finally, Sanford C. Bernstein set a $1,300.00 price objective on Micron Technology in a research note on Monday, June 22nd. Four research analysts have rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Buy” and a consensus price target of $1,295.63.

Micron Technology Stock Performance

Shares of MU stock opened at $933.44 on Wednesday. The company has a quick ratio of 2.98, a current ratio of 3.42 and a debt-to-equity ratio of 0.05. The business has a 50 day moving average of $944.21 and a two-hundred day moving average of $724.85. Micron Technology, Inc. has a 52 week low of $114.25 and a 52 week high of $1,255.00. The company has a market cap of $1.05 trillion, a P/E ratio of 21.13 and a beta of 2.22.

Micron Technology (NASDAQ:MU) last announced its quarterly earnings results on Wednesday, June 24th. The semiconductor manufacturer reported $25.11 earnings per share for the quarter, topping analysts’ consensus estimates of $21.39 by $3.72. The business had revenue of $41.46 billion for 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%.The business’s quarterly revenue was up 345.8% on a year-over-year basis. During the same period in the prior year, the firm earned $1.91 EPS. Micron Technology has set its Q4 2026 guidance at 30.000-32.000 EPS. As a group, analysts anticipate that Micron Technology, Inc. will post 72.93 EPS for the current year.

Micron Technology Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, July 21st. Shareholders of record on Monday, July 6th were given a $0.15 dividend. The ex-dividend date of this dividend 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 currently 1.36%.

Insider Buying and Selling

In related news, Director Lynn A. Dugle sold 1,300 shares of the stock in a transaction dated Tuesday, June 30th. The shares were sold at an average price of $1,150.43, for a total value of $1,495,559.00. Following the sale, the director owned 17,728 shares of the company’s stock, valued at $20,394,823.04. This trade represents a 6.83% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Sumit Sadana sold 15,000 shares of Micron Technology stock in a transaction dated 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 sale, the executive vice president owned 191,021 shares in the company, valued at approximately $178,469,010.09. This represents a 7.28% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 177,204 shares of company stock valued at $182,156,264 in the last three months. 0.24% of the stock is owned by corporate 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.