Micron Technology, Inc. $MU Shares Bought by Journey Advisory Group LLC

Journey Advisory Group LLC boosted its holdings in shares of Micron Technology, Inc. (NASDAQ:MU) by 77.3% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 22,982 shares of the semiconductor manufacturer’s stock after purchasing an additional 10,018 shares during the period. Journey Advisory Group LLC’s holdings in Micron Technology were worth $3,845,000 at the end of the most recent quarter.

Several other hedge funds have also recently added to or reduced their stakes in the business. Orleans Capital Management Corp LA bought a new stake in shares of Micron Technology during the second quarter valued at approximately $256,000. iA Global Asset Management Inc. lifted its position in Micron Technology by 18.7% in the third quarter. iA Global Asset Management Inc. now owns 146,890 shares of the semiconductor manufacturer’s stock worth $24,578,000 after purchasing an additional 23,117 shares during the period. Cary Street Partners Financial LLC boosted its stake in Micron Technology by 25.0% during the second quarter. Cary Street Partners Financial LLC now owns 26,132 shares of the semiconductor manufacturer’s stock worth $3,221,000 after buying an additional 5,233 shares in the last quarter. Wealthspire Advisors LLC increased its holdings in Micron Technology by 27.8% in the 2nd quarter. Wealthspire Advisors LLC now owns 14,754 shares of the semiconductor manufacturer’s stock valued at $1,818,000 after buying an additional 3,208 shares during the period. Finally, Wealthfront Advisers LLC increased its holdings in Micron Technology by 9.8% in the 3rd quarter. Wealthfront Advisers LLC now owns 95,396 shares of the semiconductor manufacturer’s stock valued at $15,962,000 after buying an additional 8,489 shares during the period. Institutional investors and hedge funds own 80.84% of the company’s stock.

Insider Activity at Micron Technology

In related news, EVP April S. Arnzen sold 15,000 shares of the company’s stock in a transaction dated Monday, December 22nd. The shares were sold at an average price of $277.09, for a total transaction of $4,156,350.00. Following the transaction, the executive vice president owned 165,618 shares in the company, valued at $45,891,091.62. This represents a 8.30% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CAO Scott R. Allen sold 2,000 shares of the stock in a transaction dated Tuesday, January 6th. The stock was sold at an average price of $337.50, for a total transaction of $675,000.00. Following the sale, the chief accounting officer directly owned 38,237 shares in the company, valued at approximately $12,904,987.50. This represents a 4.97% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have purchased 23,200 shares of company stock valued at $7,821,723 and have sold 73,623 shares valued at $27,307,408. Company insiders own 0.24% of the company’s stock.

Micron Technology Stock Performance

NASDAQ MU opened at $428.17 on Friday. The firm has a market cap of $481.91 billion, a price-to-earnings ratio of 40.70 and a beta of 1.52. The company has a 50 day moving average of $351.28 and a 200-day moving average of $241.69. The company has a current ratio of 2.46, a quick ratio of 1.78 and a debt-to-equity ratio of 0.19. Micron Technology, Inc. has a 1-year low of $61.54 and a 1-year high of $455.50.

Micron Technology (NASDAQ:MU) last announced its earnings results on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 EPS for the quarter, topping the consensus estimate of $3.77 by $1.01. The business had revenue of $13.64 billion for the quarter, compared to the consensus estimate of $12.62 billion. Micron Technology had a return on equity of 22.71% and a net margin of 28.15%.Micron Technology’s revenue was up 56.7% compared to the same quarter last year. During the same period in the previous year, the business earned $1.79 EPS. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. On average, equities analysts forecast that Micron Technology, Inc. will post 6.08 earnings per share for the current fiscal year.

Micron Technology Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Wednesday, January 14th. Stockholders of record on Monday, December 29th were issued a dividend of $0.115 per share. This represents a $0.46 annualized dividend and a dividend yield of 0.1%. The ex-dividend date was Monday, December 29th. Micron Technology’s dividend payout ratio is presently 4.37%.

Micron Technology News Roundup

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

• Positive Sentiment: Analysts and media point to surging AI/data‑center memory demand and near-term supply constraints that support higher DRAM/HBM pricing and revenue upside for Micron. What’s Going On With Micron Stock Friday?
• Positive Sentiment: Recent analyst activity: Needham raised its price target to $450, and at least one upgrade was reported this week, boosting near‑term sentiment and trading interest. Needham & Company LLC Raises Micron Technology (NASDAQ:MU) Price Target to $450.00
• Positive Sentiment: Management reassured investors at a recent conference that HBM4 development is on track (no delays), reducing a key execution risk for high‑margin AI memory products. Micron Shareholders Received Amazing News at a Recent Investor Conference
• Positive Sentiment: Coverage and screen attention (Zacks, Yahoo trending stories) have elevated flows and retail/institutional interest, amplifying momentum. Here is What to Know Beyond Why Micron Technology, Inc. (MU) is a Trending Stock
• Neutral Sentiment: Barron’s notes increased retail accumulation in several high‑profile tech names, including Micron—this can fuel rallies but also raise volatility. Tesla Stock Falls. Why Retail Investors Keep Buying Alongside Micron, Microsoft, Others.
• Neutral Sentiment: Valuation checks: commentary notes strong share‑price momentum and lofty multiples tied to AI expectations—important context but not an immediate driver. Micron Technology (MU) Valuation Check After Strong Share Price Momentum And AI Memory Expectations
• Negative Sentiment: Some analysts and market commentators warn the rally resembles a late‑cycle “melt‑up” and caution against chasing the move; that raises downside risk if memory pricing or sentiment reverses. Micron: Melt-Up Looks Late Cycle; Don’t Chase This Rally Any Further
• Negative Sentiment: Micron remains a cyclical semiconductor play; long‑term gains depend on sustained AI infrastructure build‑out and memory pricing—cyclical downturns could erase gains. Is Micron Technology a Buy?

Analysts Set New Price Targets

A number of research firms have recently commented on MU. Rosenblatt Securities reaffirmed a “buy” rating and set a $500.00 price objective on shares of Micron Technology in a report on Tuesday, January 20th. TD Cowen increased their price target on shares of Micron Technology from $300.00 to $450.00 and gave the stock a “buy” rating in a research report on Tuesday, January 20th. UBS Group lifted their price objective on Micron Technology from $300.00 to $400.00 and gave the company a “buy” rating in a report on Wednesday, January 7th. Itau BBA Securities reiterated an “outperform” rating on shares of Micron Technology in a research note on Thursday, December 18th. Finally, Stifel Nicolaus increased their target price on Micron Technology from $300.00 to $360.00 and gave the stock a “buy” rating in a report on Tuesday, January 20th. Six equities research analysts have rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and three have given a Hold rating to the company. According to MarketBeat.com, the stock has an average rating of “Buy” and a consensus target price of $358.38.

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.