Micron Technology, Inc. $MU Shares Sold by Butensky & Cohen Financial Security Inc.

Butensky & Cohen Financial Security Inc. lowered its stake in shares of Micron Technology, Inc. (NASDAQ:MU) by 49.2% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 7,745 shares of the semiconductor manufacturer’s stock after selling 7,505 shares during the period. Micron Technology comprises 2.2% of Butensky & Cohen Financial Security Inc.’s portfolio, making the stock its 2nd largest holding. Butensky & Cohen Financial Security Inc.’s holdings in Micron Technology were worth $8,940,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. High Note Wealth LLC lifted its position in shares of Micron Technology by 65.4% during the 4th 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 during the period. Kohmann Bosshard Financial Services LLC acquired a new stake in shares of Micron Technology in the 1st quarter worth approximately $27,000. Bayban acquired a new stake in shares of Micron Technology in the 4th quarter worth approximately $29,000. GHP Investment Advisors Inc. increased its stake in Micron Technology by 91.2% in the 4th quarter. GHP Investment Advisors Inc. now owns 109 shares of the semiconductor manufacturer’s stock valued at $31,000 after purchasing an additional 52 shares in the last quarter. Finally, Joseph Group Capital Management purchased a new position in Micron Technology in the 4th quarter valued at approximately $31,000. 80.84% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

MU has been the subject of several research reports. Wells Fargo & Company lifted their price objective on Micron Technology from $1,220.00 to $1,525.00 and gave the stock an “overweight” rating in a report on Thursday, June 25th. Wolfe Research set a $1,500.00 price target on Micron Technology in a research report on Thursday, June 25th. Raymond James Financial lifted their price target on Micron Technology from $1,100.00 to $1,500.00 and gave the stock an “outperform” rating in a research note on Thursday, June 25th. Stifel Nicolaus boosted their price objective on shares of Micron Technology from $550.00 to $1,500.00 and gave the stock a “buy” rating in a research report on Thursday, June 18th. Finally, DA Davidson increased their price objective on shares of Micron Technology from $1,500.00 to $2,000.00 and gave the company a “buy” rating in a research note on Thursday, June 25th. Four research analysts have rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Buy” and an average target price of $1,260.31.

Micron Technology Price Performance

Shares of NASDAQ:MU opened at $868.52 on Wednesday. The company has a debt-to-equity ratio of 0.05, a quick ratio of 2.98 and a current ratio of 3.42. The business’s fifty day moving average price is $967.63 and its two-hundred day moving average price is $667.51. The stock has a market cap of $980.90 billion, a PE ratio of 19.66 and a beta of 2.18. Micron Technology, Inc. has a one year low of $113.46 and a one year high of $1,255.00.

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

Micron Technology Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, July 21st. Investors of record on Monday, July 6th were paid a $0.15 dividend. The ex-dividend date of this dividend was 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%.

Insider Activity

In other Micron Technology news, Director Lynn A. Dugle sold 1,300 shares of the company’s stock in a transaction dated Tuesday, June 30th. The shares were sold at an average price of $1,150.43, for a total value of $1,495,559.00. Following the transaction, the director directly owned 17,728 shares in the company, valued at approximately $20,394,823.04. This represents a 6.83% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP April S. Arnzen sold 40,000 shares of the firm’s stock in a transaction dated Wednesday, July 1st. The stock was sold at an average price of $1,083.94, for a total transaction of $43,357,600.00. Following the sale, the executive vice president directly owned 85,737 shares in the company, valued at $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 quarter, insiders sold 162,179 shares of company stock worth $167,811,861. Company insiders own 0.24% of the company’s stock.

Key Micron Technology News

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

• Positive Sentiment: Tight memory supply remains the key bullish catalyst. A Mizuho analyst sees approximately 60% upside, arguing that constrained DRAM and high-bandwidth memory supply could persist through 2027. Nvidia reportedly reducing memory specifications for some upcoming products may actually increase demand for scarce HBM capacity. Mizuho analyst sees upside for Micron
• Positive Sentiment: Long-term AI demand and customer contracts improve visibility. Analysts highlight Micron’s strategic take-or-pay agreements, which lock in customer commitments, pricing protections, and contracted revenue through 2030. The agreements could reduce the company’s exposure to traditional memory-cycle swings. Micron take-or-pay agreements
• Positive Sentiment: Bullish forecasts point to further upside. Seeking Alpha commentary says MU remains attractively valued even under conservative earnings scenarios, while other analyses cite potential gains toward prior highs. Rising demand from AI infrastructure and future humanoid robots is viewed as a multiyear growth opportunity. Micron bear case analysis
• Neutral Sentiment: Investors remain divided after the recent selloff. Some analysts view MU as inexpensive relative to the S&P 500 and Nasdaq-100, while others question whether its record growth and margins can persist. The stock’s recent decline and subsequent rebound reflect uncertainty over the durability of the AI memory boom.
• Negative Sentiment: Cycle and competition risks are limiting enthusiasm. Commentary warns that slower DRAM and NAND price growth could pressure future results. SpaceX’s proposed Terrafab facility reportedly aims to challenge the memory-chip oligopoly, while Apple’s testing of Chinese memory supplier CXMT raises longer-term competitive concerns. Citigroup also lowered its MU price target to $1,150. Apple tests Chinese memory chips
• Neutral Sentiment: The reported short-interest figures show zero shares and a zero-day days-to-cover ratio, with an invalid percentage change; therefore, they provide no reliable signal about short-selling pressure.

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.