Meadowbrook Wealth Management LLC Has $533,000 Holdings in Micron Technology, Inc. $MU

Meadowbrook Wealth Management LLC cut its position in shares of Micron Technology, Inc. (NASDAQ:MU) by 68.7% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 462 shares of the semiconductor manufacturer’s stock after selling 1,015 shares during the quarter. Meadowbrook Wealth Management LLC’s holdings in Micron Technology were worth $533,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently made changes to their positions in the company. Brighton Jones LLC grew its position in Micron Technology by 18.3% during the 4th quarter. Brighton Jones LLC now owns 6,318 shares of the semiconductor manufacturer’s stock worth $532,000 after purchasing an additional 976 shares in the last quarter. Sivia Capital Partners LLC lifted its holdings in shares of Micron Technology by 21.7% in the second quarter. Sivia Capital Partners LLC now owns 3,528 shares of the semiconductor manufacturer’s stock valued at $435,000 after purchasing an additional 628 shares in the last quarter. United Bank purchased a new stake in shares of Micron Technology in the second quarter valued at $236,000. Schnieders Capital Management LLC. boosted its position in shares of Micron Technology by 67.9% in the second quarter. Schnieders Capital Management LLC. now owns 16,984 shares of the semiconductor manufacturer’s stock worth $2,093,000 after buying an additional 6,867 shares during the period. Finally, Sei Investments Co. boosted its position in shares of Micron Technology by 5.6% in the second quarter. Sei Investments Co. now owns 405,545 shares of the semiconductor manufacturer’s stock worth $49,987,000 after buying an additional 21,619 shares during the period. 80.84% of the stock is currently owned by institutional investors and hedge funds.

Micron Technology Trading Up 0.8%

NASDAQ:MU opened at $829.95 on Tuesday. The company has a market capitalization of $937.33 billion, a P/E ratio of 18.79 and a beta of 2.19. The stock’s 50 day moving average price is $978.49 and its 200 day moving average price is $645.50. The company has a debt-to-equity ratio of 0.05, a quick ratio of 2.98 and a current ratio of 3.42. Micron Technology, Inc. has a 52 week low of $105.46 and a 52 week high of $1,255.00.

Micron Technology (NASDAQ:MU) last posted its earnings results on Wednesday, June 24th. The semiconductor manufacturer reported $25.11 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $21.39 by $3.72. The firm had revenue of $41.46 billion during 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 revenue was up 345.8% compared to the same quarter last year. During the same period in the previous year, the company earned $1.91 earnings per share. Micron Technology has set its Q4 2026 guidance at 30.000-32.000 EPS. On average, research analysts forecast that Micron Technology, Inc. will post 72.93 EPS for the current fiscal year.

Micron Technology Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, July 21st. Investors of record on Monday, July 6th were paid a $0.15 dividend. This represents a $0.60 dividend on an annualized basis and a dividend yield of 0.1%. The ex-dividend date of this dividend was Monday, July 6th. Micron Technology’s dividend payout ratio (DPR) is presently 1.36%.

Key Stories Impacting Micron Technology

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

• Positive Sentiment: Analysts remain bullish after Micron’s recent earnings beat, citing sharply higher revenue and earnings, strong AI-driven demand for high-bandwidth memory, and long-term customer contracts reportedly worth more than $100 billion. Some estimates suggest Micron could use its projected free cash flow for substantial share repurchases, potentially retiring 8% to 19% of its outstanding shares over two years. Micron: The Math Makes No Sense (Rating Upgrade)
• Positive Sentiment: Several market commentators describe MU as attractively valued following its selloff, while Citi analyst Atif Malik reportedly expects the stock to reach a new record high within 12 months. Jim Cramer also identified Micron as his top memory-stock pick, supporting investor sentiment. Wall Street sets Micron stock price for the next 12 months
• Neutral Sentiment: The broader semiconductor and AI trade is undergoing a pullback after a powerful rally. Analysts generally view Micron’s long-term AI demand outlook as intact, but investors are taking profits and reassessing whether elevated memory prices and AI infrastructure spending can continue. Micron Technology Stock Is Falling Monday: What’s Going On?
• Negative Sentiment: Investor concerns intensified after reports that CXMT is considering a second Beijing DRAM plant. A capacity expansion could eventually increase global supply, pressure memory prices, and threaten Micron’s share in standard DRAM products, although the competitive impact may remain several years away. Micron Stock Falls as Chinese Memory Threat Intensifies
• Negative Sentiment: Technical weakness and a decline of roughly one-third from Micron’s 52-week high have added to selling pressure. Investors also remain concerned that historically cyclical memory markets could reverse if high prices curb AI customers’ usage or if the broader AI spending boom slows. What’s Wrong With Micron Technology Stock?

Insider Transactions at Micron Technology

In other news, Director Steven J. Gomo sold 2,000 shares of Micron Technology stock in a transaction dated Monday, May 11th. The stock was sold at an average price of $787.03, for a total value of $1,574,060.00. Following the transaction, the director directly owned 17,139 shares in the company, valued at approximately $13,488,907.17. The trade was a 10.45% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP April S. Arnzen sold 40,000 shares of Micron Technology 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 transaction, 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 disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 164,179 shares of company stock worth $169,385,921. 0.24% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

MU has been the topic of several recent analyst reports. Melius Research began coverage on Micron Technology in a research report on Monday, April 27th. They set a “buy” rating and a $700.00 price target on the stock. UBS Group raised their price objective on Micron Technology from $535.00 to $1,625.00 and gave the stock a “buy” rating in a research report on Tuesday, May 26th. Morgan Stanley lifted their target price on Micron Technology from $1,050.00 to $1,200.00 and gave the company an “overweight” rating in a research note on Thursday, June 25th. Weiss Ratings reiterated a “buy (b)” rating on shares of Micron Technology in a report on Tuesday, May 12th. Finally, Deutsche Bank Aktiengesellschaft increased their price target 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. Four analysts have rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Buy” and a consensus target price of $1,268.93.

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.