Micron Technology, Inc. $MU Position Lessened by OneDigital Investment Advisors LLC

OneDigital Investment Advisors LLC lowered its stake in shares of Micron Technology, Inc. (NASDAQ:MU) by 10.6% in the second quarter, HoldingsChannel reports. The firm owned 15,832 shares of the semiconductor manufacturer’s stock after selling 1,873 shares during the quarter. OneDigital Investment Advisors LLC’s holdings in Micron Technology were worth $18,275,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors have also recently added to or reduced their stakes in MU. Heritage Trust Co boosted its position in shares of Micron Technology by 9.7% during the fourth quarter. Heritage Trust Co now owns 15,026 shares of the semiconductor manufacturer’s stock valued at $4,289,000 after buying an additional 1,323 shares during the last quarter. Castleark Management LLC purchased a new stake in Micron Technology in the 1st quarter valued at $3,709,000. Legacy Wealth Management LLC MS raised its position in Micron Technology by 73.3% in the 2nd quarter. Legacy Wealth Management LLC MS now owns 3,544 shares of the semiconductor manufacturer’s stock valued at $4,091,000 after buying an additional 1,499 shares during the last quarter. Oppenheimer & Co. Inc. lifted its stake in Micron Technology by 16.0% during the 2nd quarter. Oppenheimer & Co. Inc. now owns 48,520 shares of the semiconductor manufacturer’s stock valued at $56,006,000 after acquiring an additional 6,702 shares in the last quarter. Finally, Financial Synergies Wealth Advisors Inc. bought a new position in Micron Technology during the 4th quarter valued at $1,316,000. 80.84% of the stock is currently owned by institutional investors.

Micron Technology Stock Down 0.3%

Shares of NASDAQ:MU opened at $932.86 on Friday. The company has a market capitalization of $1.05 trillion, a PE ratio of 21.12 and a beta of 2.18. The company has a debt-to-equity ratio of 0.05, a current ratio of 3.42 and a quick ratio of 2.98. The business has a fifty day moving average price of $951.63 and a two-hundred day moving average price of $714.71. Micron Technology, Inc. has a 1 year low of $114.25 and a 1 year high of $1,255.00.

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

Micron Technology Dividend Announcement

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

Key Headlines Impacting Micron Technology

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

• Positive Sentiment: AI demand is tightening memory supply. CEO Sanjay Mehrotra said data-center customers want roughly 50% more memory than Micron can currently supply, while Nvidia identified memory availability as a key constraint on AI-system growth. That supports Micron’s pricing power and demand visibility. Micron CEO AI Shift Breaks Traditional Memory Market Cycles
• Positive Sentiment: Nvidia’s purchasing commitments reinforce the bullish outlook. Nvidia reportedly more than doubled memory-related supplier commitments to $279 billion, potentially benefiting Micron as a major supplier. Micron also has approximately $22 billion in strategic commitments, including contracts extending through 2030. Nvidia Just Validated Micron’s Biggest AI Bull Case
• Positive Sentiment: Expansion plans strengthen Micron’s long-term positioning. The company is investing $10 billion in U.S. research labs, launching a $250 million venture fund and expanding its workforce-training infrastructure. President Donald Trump’s praise of Micron as one of the world’s “hottest” companies adds political visibility to the investment. Why Micron Stock Didn’t Get a Leg Up From SK Hynix’s Memory Optimism
• Neutral Sentiment: Analysts and bullish commentators point to surging DRAM and NAND prices, record margins and the possibility that AI demand has made memory cycles less volatile. However, much of this optimism may already be reflected in Micron’s substantial previous gains.
• Negative Sentiment: Profit-taking and valuation concerns are weighing on the shares. Micron has rallied sharply, encouraging investors to lock in gains even after favorable Nvidia news. A softer technology-market backdrop and concerns about potential U.S. chip tariffs are adding pressure. Why Is Micron Stock Falling
• Negative Sentiment: Investors remain concerned that the memory supercycle will eventually become cyclical. Increased industry capacity or new competitors could eventually reduce pricing and margins, while current supply shortages may constrain Nvidia’s shipments in the near term. Micron Stock Has Surged 220 Percent

Insiders Place Their Bets

In other news, EVP April S. Arnzen sold 40,000 shares of the stock in a transaction that occurred on Wednesday, July 1st. The shares were sold at an average price of $1,083.94, for a total transaction of $43,357,600.00. Following the completion of the transaction, the executive vice president directly owned 85,737 shares of the company’s stock, valued at $92,933,763.78. This represents a 31.81% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Sumit Sadana sold 15,000 shares of the firm’s stock in a transaction that occurred on Tuesday, August 18th. The stock was sold at an average price of $934.29, for a total transaction of $14,014,350.00. Following the sale, the executive vice president owned 191,021 shares of the company’s stock, valued at approximately $178,469,010.09. The trade was a 7.28% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 177,204 shares of company stock valued at $182,156,264. Company insiders own 0.24% of the company’s stock.

Analyst Ratings Changes

Several analysts have recently issued reports on the stock. Seaport Research Partners reiterated a “buy” rating on shares of Micron Technology in a research note on Friday, August 14th. Raymond James Financial increased their target price on shares of Micron Technology from $1,100.00 to $1,500.00 and gave the company an “outperform” rating in a report on Thursday, June 25th. UBS Group reissued a “buy” rating on shares of Micron Technology in a research report on Monday, August 10th. Mizuho cut their price target on shares of Micron Technology from $1,375.00 to $1,300.00 and set an “outperform” rating on the stock in a report on Tuesday. Finally, Stifel Nicolaus upped 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. Four analysts have rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Buy” and a consensus price target of $1,295.63.

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.