772 Micron Technology, Inc. $MU Shares Purchased by Integrated Financial Solutions Inc.

Integrated Financial Solutions Inc. increased its position in shares of Micron Technology, Inc. (NASDAQ:MU) by 27.6% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 3,570 shares of the semiconductor manufacturer’s stock after purchasing an additional 772 shares during the quarter. Micron Technology makes up about 2.0% of Integrated Financial Solutions Inc.’s holdings, making the stock its 11th biggest position. Integrated Financial Solutions Inc.’s holdings in Micron Technology were worth $3,802,000 at the end of the most recent reporting period.

Other institutional investors have also recently bought and sold shares of the company. Bullseye Investment Management LLC purchased a new stake in Micron Technology in the 2nd quarter worth approximately $27,000. Aventus Investment Advisors Inc. bought a new position in shares of Micron Technology during the 3rd quarter valued at about $30,000. Steph & Co. purchased a new stake in shares of Micron Technology in the 3rd quarter valued at $31,000. Montgomery Financial Services LLC purchased a new position in shares of Micron Technology in the second quarter worth about $38,000. Finally, JNBA Financial Advisors increased its stake in Micron Technology by 77.3% in the 2nd quarter. JNBA Financial Advisors now owns 39 shares of the semiconductor manufacturer’s stock worth $45,000 after purchasing an additional 17 shares during the period. Institutional investors own 80.84% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts recently issued reports on MU shares. Deutsche Bank Aktiengesellschaft restated a “buy” rating on shares of Micron Technology in a report on Thursday, October 1st. TD Cowen reissued a “buy” rating and set a $1,600.00 price objective on shares of Micron Technology in a research note on Thursday, October 1st. Susquehanna reissued a “positive” rating on shares of Micron Technology in a research note on Thursday, October 1st. Rosenblatt Securities raised their price target on shares of Micron Technology from $1,500.00 to $1,900.00 and gave the company a “buy” rating in a research report on Thursday, October 1st. Finally, JPMorgan Chase & Co. lifted their price objective on Micron Technology from $550.00 to $1,540.00 and gave the stock an “overweight” rating in a report on Thursday, June 25th. One equities research analyst has rated the stock with a Strong Buy rating, forty-one have issued a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat, Micron Technology has a consensus rating of “Moderate Buy” and an average price target of $1,407.88.

Insiders Place Their Bets

In other Micron Technology news, CEO Sanjay Mehrotra sold 40,000 shares of Micron Technology stock in a transaction on Friday, August 21st. The shares were sold at an average price of $968.90, for a total value of $38,756,000.00. Following the completion of the transaction, the chief executive officer directly owned 264,503 shares of the company’s stock, valued at $256,276,956.70. This trade represents a 13.14% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. Also, CAO Scott Allen sold 879 shares of the business’s stock in a transaction that occurred on 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 sale, the chief accounting officer directly owned 34,958 shares in the company, valued at $34,958,000. The trade was a 2.45% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 95,879 shares of company stock valued at $90,939,466 in the last three months. Corporate insiders own 0.24% of the company’s stock.

Micron Technology Trading Down 0.7%

Shares of MU stock opened at $1,029.00 on Friday. The stock has a fifty day simple moving average of $980.05 and a two-hundred day simple moving average of $841.86. The firm has a market capitalization of $1.16 trillion, a PE ratio of 13.87, a PEG ratio of 0.18 and a beta of 2.22. Micron Technology, Inc. has a 52-week low of $179.61 and a 52-week high of $1,255.00. The company has a debt-to-equity ratio of 0.03, a quick ratio of 2.94 and a current ratio of 3.31.

Micron Technology (NASDAQ:MU) last posted its quarterly earnings results on Wednesday, September 30th. The semiconductor manufacturer reported $33.42 earnings per share for the quarter, topping the consensus estimate of $31.77 by $1.65. Micron Technology had a return on equity of 92.62% and a net margin of 63.80%. The business had revenue of $54.23 billion during the quarter, compared to the consensus estimate of $51.33 billion. During the same period in the prior year, the company posted $3.03 EPS. The firm’s revenue for the quarter was up 379.1% compared to the same quarter last year. Micron Technology has set its Q1 2027 guidance at 37.150-39.150 EPS. On average, analysts predict that Micron Technology, Inc. will post 175.82 EPS for the current fiscal year.

Micron Technology Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, October 29th. Stockholders of record on Wednesday, October 14th will be given a dividend of $0.15 per share. This represents a $0.60 dividend on an annualized basis and a dividend yield of 0.1%. The ex-dividend date is Wednesday, October 14th. Micron Technology’s dividend payout ratio is currently 0.81%.

Micron Technology News Summary

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

• Positive Sentiment: Analysts remain optimistic about Micron’s long-term upside. Seeking Alpha assigns the stock a Buy rating and a $1,307 base-case target, citing AI infrastructure demand, supply constraints and the possibility that MU remains undervalued even if memory prices decline by 15%. Micron: Even If Memory Prices Fall 15%, It May Still Be Undervalued
• Positive Sentiment: The bullish investment case is supported by Micron’s latest results: fiscal fourth-quarter revenue rose 379% year over year to $54.23 billion, adjusted EPS reached $33.42, and management projected fiscal first-quarter 2027 EPS of $37.15–$39.15. More than 75% of fiscal 2027 shipments are reportedly committed, improving demand visibility. Micron’s Latest Earnings Reveal Why the AI Memory Supercycle Could Run for Years
• Positive Sentiment: AI-related demand remains the central catalyst. Tight high-bandwidth memory supply, expanding data-center deployments and emerging AI-agent workloads are expected to support DRAM, NAND and server-memory demand. Several reports also point to favorable earnings revisions and potential year-end strength for AI semiconductor stocks. 3 Top-Ranked Stocks Breaking Records on AI-Related Demand
• Neutral Sentiment: Micron received a Zacks upgrade to Strong Buy, while other commentary highlighted its high return on equity, strong cash flow and potential for substantially higher future earnings. However, many of the most aggressive targets are highly dependent on unusually strong memory pricing and earnings growth. Micron Technology Stock Rating Upgraded by Zacks Research
• Negative Sentiment: Near-term trading has been pressured by an options market increasingly positioned for semiconductor weakness: put volume in the SMH ETF substantially exceeded call volume, signaling hedging or bearish speculation across chip stocks. Two Massive Trades in Micron and Nvidia
• Negative Sentiment: Investors remain concerned that memory margins may be peaking and that supply will eventually catch up with demand. A weaker-than-expected interpretation of OpenAI revenue data and Samsung’s record but slower-growing profit also triggered caution toward AI and memory stocks. Micron additionally faces labor uncertainty after a Taiwan union authorized strike action over a bonus dispute. Micron, Nvidia and AI Chip Stocks Fall

Micron Technology Profile

Micron Technology, Inc is a semiconductor company that develops and manufactures memory and storage solutions. Its product portfolio includes dynamic random-access memory (DRAM), NAND flash memory, three-dimensional XPoint-related technologies, solid-state drives, and high-bandwidth memory products designed for demanding computing applications.

The company serves customers across the data center, artificial intelligence, networking, automotive, industrial, mobile, consumer electronics, and embedded markets.