Unisphere Establishment Buys Shares of 16,500 Micron Technology, Inc. $MU

Unisphere Establishment purchased a new position in Micron Technology, Inc. (NASDAQ:MU) in the 1st quarter, Holdings Channel reports. The institutional investor purchased 16,500 shares of the semiconductor manufacturer’s stock, valued at approximately $5,574,000.

A number of other hedge funds also recently modified their holdings of MU. Signature Equity Partners LLC grew its position in shares of Micron Technology by 6.3% in the 1st quarter. Signature Equity Partners LLC now owns 253 shares of the semiconductor manufacturer’s stock valued at $86,000 after purchasing an additional 15 shares during the period. Clearwater Capital Advisors LLC raised its holdings in Micron Technology by 1.1% during the 1st quarter. Clearwater Capital Advisors LLC now owns 1,617 shares of the semiconductor manufacturer’s stock worth $546,000 after buying an additional 18 shares during the period. Capital Advisors Ltd. LLC raised its holdings in Micron Technology by 10.3% during the 1st quarter. Capital Advisors Ltd. LLC now owns 247 shares of the semiconductor manufacturer’s stock worth $83,000 after buying an additional 23 shares during the period. Manning & Napier Advisors LLC lifted its stake in Micron Technology by 2.4% in the fourth quarter. Manning & Napier Advisors LLC now owns 1,030 shares of the semiconductor manufacturer’s stock valued at $301,000 after buying an additional 24 shares in the last quarter. Finally, Essex Bank lifted its stake in Micron Technology by 2.0% in the first quarter. Essex Bank now owns 1,252 shares of the semiconductor manufacturer’s stock valued at $423,000 after buying an additional 24 shares in the last quarter. Institutional investors and hedge funds own 80.84% of the company’s stock.

Micron Technology Price Performance

Shares of MU opened at $920.95 on Friday. The company has a quick ratio of 2.98, a current ratio of 3.42 and a debt-to-equity ratio of 0.05. Micron Technology, Inc. has a twelve month low of $103.38 and a twelve month high of $1,255.00. The stock has a market capitalization of $1.04 trillion, a P/E ratio of 20.85 and a beta of 2.14. The company has a 50 day moving average of $966.27 and a 200-day moving average of $622.56.

Micron Technology (NASDAQ:MU) last announced its quarterly earnings data on Wednesday, June 24th. The semiconductor manufacturer reported $25.11 EPS for the quarter, topping analysts’ consensus estimates of $21.39 by $3.72. Micron Technology had a net margin of 55.91% and a return on equity of 71.13%. The business had revenue of $41.46 billion for the quarter, compared to analyst estimates of $35.91 billion. During the same quarter in the previous year, the firm posted $1.91 earnings per share. The firm’s revenue for the quarter was up 345.8% on a year-over-year basis. Micron Technology has set its Q4 2026 guidance at 30.000-32.000 EPS. As a group, equities research analysts forecast that Micron Technology, Inc. will post 72.93 EPS for the current fiscal year.

Micron Technology Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, July 21st. Shareholders of record on Monday, July 6th were paid a $0.15 dividend. This represents a $0.60 annualized dividend and a yield of 0.1%. The ex-dividend date was Monday, July 6th. Micron Technology’s payout ratio is presently 1.36%.

Key Micron Technology News

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

• Positive Sentiment: Micron remains a key beneficiary of AI infrastructure spending, with bullish coverage highlighting rising demand for HBM, DRAM and NAND as memory intensity increases in next-generation AI systems. Micron Is A Strong Buy Again Because Of Kimi K3
• Positive Sentiment: Micron’s HBM4 ramp-up and faster yield gains could support revenue and margin growth, reinforcing its position in the AI memory race. Micron Boosts HBM4 Ramp-Up: Will It Help MU Lead the AI Memory Race?
• Neutral Sentiment: Analysts and market commentators continue to point to strong long-term fundamentals, but this support is being offset by near-term volatility in the chip trade. Micron Stock Price Stalls Below $1,000 – Here’s Why Analysts Aren’t Worried
• Negative Sentiment: Semiconductor stocks are sliding broadly as investors lock in gains after a huge 2026 rally, with valuation concerns and leveraged-position unwinding hitting the group. Semiconductor Crossroads: Healthy Consolidation or Deeper Repricing?
• Negative Sentiment: Chip stocks, including Micron, are also being pressured by weakness in Korean memory names and concern over Chinese memory developments, adding to the selloff in U.S. memory shares. Why Micron and other major chip stocks are falling — even as the rest of tech holds up

Wall Street Analyst Weigh In

Several research analysts have recently weighed in on MU shares. UBS Group upped their price target on shares of Micron Technology from $535.00 to $1,625.00 and gave the company a “buy” rating in a report on Tuesday, May 26th. Rosenblatt Securities boosted their price objective on shares of Micron Technology from $1,200.00 to $1,500.00 and gave the company a “buy” rating in a research report on Thursday, June 25th. Melius Research initiated coverage on shares of Micron Technology in a research note on Monday, April 27th. They issued a “buy” rating and a $700.00 target price for the company. Susquehanna increased their target price on Micron Technology from $1,750.00 to $2,000.00 and gave the stock a “positive” rating in a report on Thursday, June 25th. Finally, Needham & Company LLC lifted their price target on Micron Technology from $1,550.00 to $1,650.00 and gave the company a “buy” rating in a research note on Thursday, June 25th. Four equities research analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Buy” and an average price target of $1,268.93.

Insider Buying and Selling at Micron Technology

In other news, Director Lynn A. Dugle sold 1,300 shares of the firm’s stock in a transaction dated Tuesday, June 30th. The stock was sold at an average price of $1,150.43, for a total value of $1,495,559.00. Following the completion of the transaction, the director owned 17,728 shares in the company, valued at $20,394,823.04. This trade represents a 6.83% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Sanjay Mehrotra sold 28,506 shares of Micron Technology stock in a transaction dated Friday, June 26th. The shares were sold at an average price of $1,149.28, for a total value of $32,761,375.68. Following the completion of the sale, the chief executive officer directly owned 355,997 shares in the company, valued at approximately $409,140,232.16. This represents a 7.41% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 163,300 shares of company stock valued at $152,667,204. Corporate insiders own 0.24% of the company’s stock.

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.