Mill Capital Management LLC Cuts Stock Holdings in Micron Technology, Inc. $MU

Mill Capital Management LLC lessened its holdings in shares of Micron Technology, Inc. (NASDAQ:MU) by 9.3% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 121,997 shares of the semiconductor manufacturer’s stock after selling 12,537 shares during the period. Micron Technology comprises approximately 3.1% of Mill Capital Management LLC’s holdings, making the stock its 8th largest holding. Mill Capital Management LLC’s holdings in Micron Technology were worth $41,215,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Kohmann Bosshard Financial Services LLC bought a new stake in shares of Micron Technology in the 1st quarter worth approximately $27,000. High Note Wealth LLC raised its holdings in shares of Micron Technology by 65.4% during the fourth quarter. High Note Wealth LLC now owns 86 shares of the semiconductor manufacturer’s stock valued at $25,000 after acquiring an additional 34 shares in the last quarter. Elevation Wealth Partners LLC lifted its stake in 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 acquiring an additional 71 shares during the period. Steigerwald Gordon & Koch Inc. lifted its stake in Micron Technology by 4,800.0% in the fourth quarter. Steigerwald Gordon & Koch Inc. now owns 98 shares of the semiconductor manufacturer’s stock worth $28,000 after acquiring an additional 96 shares during the period. Finally, Bayban bought a new stake in Micron Technology in the fourth quarter valued at $29,000. Institutional investors own 80.84% of the company’s stock.

Trending Headlines about Micron Technology

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

• Positive Sentiment: KeyBanc raised its price target on Micron and reiterated an overweight view, citing persistent supply shortages and expectations for continued memory-price increases. Benzinga
• Positive Sentiment: Several reports highlighted Micron as a beneficiary of the AI boom, with strong demand for HBM and long-term supply agreements improving revenue visibility and supporting the bullish growth case. The AI Boom Isn’t Over: 3 Stocks to Buy for 2H 2026
• Positive Sentiment: Analysts and commentators said Micron’s recent pullback may have created a buying opportunity, arguing the stock still looks attractive relative to its growth outlook and memory-cycle fundamentals. Micron Offers a Lucrative Investment Opportunity at Current Valuation
• Neutral Sentiment: Micron continues to draw attention from high-profile investors and media, with articles emphasizing its role in AI infrastructure and its strong first-half performance, but these pieces are more sentiment drivers than new fundamentals. Why Micron Technology Stock Rallied on Tuesday
• Negative Sentiment: Micron is still under pressure from broader memory-sector volatility after SK Hynix’s weak outlook and the recent bear-market decline in chip stocks sparked fears that the AI-memory trade may be cooling. Micron Stock Drops as Memory Rivals’ Surging Spending Stokes Fears

Analysts Set New Price Targets

A number of research analysts have issued reports on MU shares. Royal Bank Of Canada boosted their price objective on shares of Micron Technology from $1,200.00 to $1,500.00 and gave the company an “outperform” rating in a research report on Thursday, June 25th. Deutsche Bank Aktiengesellschaft raised their target price on shares of Micron Technology from $1,500.00 to $1,550.00 and gave the stock a “buy” rating in a research report on Thursday, June 25th. Barclays lifted their target price on shares of Micron Technology from $1,175.00 to $2,000.00 and gave the company an “overweight” rating in a research note on Thursday, June 25th. Wedbush boosted their price target on shares of Micron Technology from $1,300.00 to $1,400.00 and gave the company an “outperform” rating in a research report on Thursday, June 25th. Finally, Wolfe Research set a $1,500.00 price target on shares of Micron Technology in a research note on Thursday, June 25th. Five investment analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and three have issued a Hold rating to the company. According to MarketBeat, the stock presently has an average rating of “Buy” and a consensus target price of $1,268.93.

Insider Buying and Selling at Micron Technology

In other news, Director Lynn A. Dugle sold 1,300 shares of Micron Technology stock in a transaction that occurred on Tuesday, June 30th. The shares were sold at an average price of $1,150.43, for a total transaction of $1,495,559.00. Following the completion of the transaction, the director directly owned 17,728 shares in the company, valued at approximately $20,394,823.04. This trade represents a 6.83% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP April S. Arnzen sold 40,000 shares of the business’s stock in a transaction that occurred on Wednesday, July 1st. The stock was sold at an average price of $1,083.94, for a total value of $43,357,600.00. Following the completion of the sale, the executive vice president directly owned 85,737 shares in the company, valued at approximately $92,933,763.78. This represents a 31.81% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 163,300 shares of company stock worth $152,667,204. Insiders own 0.24% of the company’s stock.

Micron Technology Price Performance

MU opened at $983.12 on Wednesday. The company has a current ratio of 3.42, a quick ratio of 2.98 and a debt-to-equity ratio of 0.05. The company has a market cap of $1.11 trillion, a price-to-earnings ratio of 22.26 and a beta of 2.14. The stock has a fifty day simple moving average of $938.51 and a two-hundred day simple moving average of $589.85. Micron Technology, Inc. has a 12-month low of $103.38 and a 12-month high of $1,255.00.

Micron Technology (NASDAQ:MU) last announced its 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 firm had revenue of $41.46 billion for the quarter, compared to analysts’ expectations of $35.91 billion. Micron Technology had a net margin of 55.91% and a return on equity of 71.13%. The company’s quarterly revenue was up 345.8% on a year-over-year basis. During the same quarter in the previous year, the business posted $1.91 EPS. Micron Technology has set its Q4 2026 guidance at 30.000-32.000 EPS. Research analysts predict that Micron Technology, Inc. will post 72.94 earnings per share for the current fiscal year.

Micron Technology Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, July 21st. Investors of record on Monday, July 6th will be paid a dividend of $0.15 per share. The ex-dividend date of this dividend is Monday, July 6th. This represents a $0.60 annualized dividend and a yield of 0.1%. Micron Technology’s payout ratio is presently 1.36%.

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.