Yousif Capital Management LLC decreased its stake in Micron Technology, Inc. (NASDAQ:MU – Free Report) by 3.8% during the 4th quarter, HoldingsChannel.com reports. The fund owned 136,316 shares of the semiconductor manufacturer’s stock after selling 5,426 shares during the period. Yousif Capital Management LLC’s holdings in Micron Technology were worth $38,906,000 as of its most recent filing with the SEC.
Other hedge funds have also added to or reduced their stakes in the company. REAP Financial Group LLC bought a new stake in Micron Technology in the third quarter worth about $25,000. Barnes Dennig Private Wealth Management LLC purchased a new position in shares of Micron Technology in the third quarter worth about $27,000. Elevation Wealth Partners LLC increased its stake in shares of Micron Technology by 295.8% in the fourth quarter. Elevation Wealth Partners LLC now owns 95 shares of the semiconductor manufacturer’s stock worth $27,000 after purchasing an additional 71 shares in the last quarter. Cullen Frost Bankers Inc. increased its stake in shares of Micron Technology by 79.3% in the third quarter. Cullen Frost Bankers Inc. now owns 199 shares of the semiconductor manufacturer’s stock worth $33,000 after purchasing an additional 88 shares in the last quarter. Finally, WealthCollab LLC increased its stake in shares of 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.
Wall Street Analyst Weigh In
MU has been the subject of several recent research reports. Deutsche Bank Aktiengesellschaft lifted their target price on shares of Micron Technology from $500.00 to $550.00 and gave the stock a “buy” rating in a research note on Thursday, March 19th. HSBC lifted their target price on shares of Micron Technology from $350.00 to $500.00 and gave the stock a “buy” rating in a research note on Friday, January 23rd. The Goldman Sachs Group lifted their target price on shares of Micron Technology from $360.00 to $400.00 and gave the stock a “neutral” rating in a research note on Thursday, March 19th. Barclays lifted their target price on shares of Micron Technology from $450.00 to $675.00 and gave the stock an “overweight” rating in a research note on Thursday, March 19th. Finally, Sanford C. Bernstein lifted their target price on shares of Micron Technology from $330.00 to $510.00 and gave the stock an “outperform” rating in a research note on Wednesday, March 18th. Five equities research analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat, Micron Technology currently has an average rating of “Buy” and an average price target of $463.71.
Micron Technology Price Performance
Shares of NASDAQ:MU opened at $377.58 on Wednesday. The company has a 50 day moving average of $402.23 and a 200 day moving average of $303.88. The stock has a market cap of $425.81 billion, a P/E ratio of 17.83 and a beta of 1.60. Micron Technology, Inc. has a 12 month low of $63.52 and a 12 month high of $471.34. The company has a current ratio of 2.90, a quick ratio of 2.32 and a debt-to-equity ratio of 0.13.
Micron Technology Increases Dividend
The business also recently announced a quarterly dividend, which will be paid on Wednesday, April 15th. Shareholders of record on Monday, March 30th will be given a dividend of $0.15 per share. The ex-dividend date is Monday, March 30th. This is a boost from Micron Technology’s previous quarterly dividend of $0.12. This represents a $0.60 annualized dividend and a yield of 0.2%. Micron Technology’s dividend payout ratio (DPR) is presently 2.83%.
Insider Activity at Micron Technology
In other Micron Technology news, EVP April S. Arnzen sold 40,000 shares of Micron Technology stock in a transaction that occurred on Wednesday, April 1st. The shares were sold at an average price of $347.39, for a total transaction of $13,895,600.00. Following the completion of the sale, the executive vice president directly owned 125,737 shares in the company, valued at $43,679,776.43. The trade was a 24.13% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Teyin M. Liu bought 7,820 shares of the company’s stock in a transaction on Wednesday, January 14th. The shares were bought at an average price of $337.50 per share, with a total value of $2,639,250.00. Following the completion of the transaction, the director owned 25,910 shares of the company’s stock, valued at $8,744,625. The trade was a 43.23% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. In the last ninety days, insiders have acquired 23,200 shares of company stock valued at $7,821,723 and have sold 91,623 shares valued at $35,053,508. 0.24% of the stock is owned by insiders.
Micron Technology News Roundup
Here are the key news stories impacting Micron Technology this week:
- Positive Sentiment: Pre-market analyst momentum: UBS analyst Timothy Arcuri raised his price target and that upgrade helped spark heavy buying interest into the session as analysts continue to re-rate Micron on AI memory strength. Why Is Micron Stock Rallying 11% in Pre-Market Trading, 4/8/26?
- Positive Sentiment: Taiwan capacity expansion: Micron is acquiring Powerchip’s Taichung P5 site and launching cleanroom projects to boost DRAM and HBM production—a direct response to AI-driven memory shortages that supports revenue upside over 2026–27 as supply tightness persists. Micron Expands Taiwan DRAM Footprint To Capture Long Term AI Demand
- Positive Sentiment: Institutional accumulation & technical setup: MarketBeat and other coverage point to heavy institutional buying, technical signs of a bottom, and rising analyst estimates—factors that can sustain momentum into upcoming quarters if demand remains strong.
- Neutral Sentiment: Community / PR news: Micron announced a large community investment in Central New York—positive for ESG/PR and local relationships but unlikely to move fundamentals materially. Micron Technology (MU) Announces a Huge Community Investment in Central New York
- Neutral Sentiment: Dividend-screen mentions: Micron appears on some dividend-growth screens—an interesting signal for income-minded investors but not a primary catalyst for the stock’s AI-driven rerating. Micron Stock and 14 More ‘Dividend Growers’ With Lots of Potential
- Negative Sentiment: Analyst downgrade: Erste Group recently cut Micron from Buy to Hold, a reminder that not all coverage is uniformly bullish—downgrades can weigh on sentiment and introduce short-term volatility. Micron Technology (MU) Gets Downgraded by Analyst
- Negative Sentiment: Cyclical / valuation concerns: Several commentaries highlight that Micron’s current run is concentrated and could be a “crowded bet” tied to a cyclical AI memory supercycle; if HBM/DRAM pricing or capex timelines disappoint, the stock could see sharp mean reversion. Micron Technology: Crowded Bet On A Cyclical High
Micron Technology Company 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.
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