Micron Technology, Inc. $MU Stock Holdings Raised by Toth Financial Advisory Corp

Toth Financial Advisory Corp lifted its stake in shares of Micron Technology, Inc. (NASDAQ:MU) by 1,343.9% during the 3rd quarter, HoldingsChannel.com reports. The firm owned 10,685 shares of the semiconductor manufacturer’s stock after buying an additional 9,945 shares during the quarter. Toth Financial Advisory Corp’s holdings in Micron Technology were worth $1,788,000 as of its most recent SEC filing.

A number of other hedge funds have also bought and sold shares of the company. Vanguard Group Inc. raised its stake in Micron Technology by 1.9% during the second quarter. Vanguard Group Inc. now owns 103,879,662 shares of the semiconductor manufacturer’s stock valued at $12,803,168,000 after buying an additional 1,973,294 shares in the last quarter. State Street Corp grew its position in shares of Micron Technology by 2.7% in the 2nd quarter. State Street Corp now owns 51,373,591 shares of the semiconductor manufacturer’s stock worth $6,331,795,000 after acquiring an additional 1,349,713 shares in the last quarter. Geode Capital Management LLC grew its position in shares of Micron Technology by 1.2% in the 2nd quarter. Geode Capital Management LLC now owns 25,690,491 shares of the semiconductor manufacturer’s stock worth $3,152,974,000 after acquiring an additional 314,489 shares in the last quarter. Norges Bank bought a new stake in shares of Micron Technology in the 2nd quarter valued at approximately $1,980,700,000. Finally, Invesco Ltd. raised its position in shares of Micron Technology by 3.2% during the 2nd quarter. Invesco Ltd. now owns 8,913,450 shares of the semiconductor manufacturer’s stock valued at $1,098,583,000 after acquiring an additional 277,507 shares in the last quarter. 80.84% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of equities analysts have commented on the stock. Barclays lifted their price objective on shares of Micron Technology from $240.00 to $275.00 and gave the stock an “overweight” rating in a report on Thursday. Wedbush set a $320.00 price target on shares of Micron Technology in a research report on Thursday. Summit Insights raised shares of Micron Technology to a “strong-buy” rating in a report on Tuesday, September 23rd. New Street Research reiterated a “neutral” rating on shares of Micron Technology in a research note on Tuesday, October 14th. Finally, Sanford C. Bernstein reissued an “outperform” rating on shares of Micron Technology in a report on Thursday. Five research analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat.com, Micron Technology presently has an average rating of “Buy” and an average target price of $282.61.

Micron Technology Stock Up 7.0%

MU stock opened at $265.92 on Friday. The stock has a market cap of $298.93 billion, a PE ratio of 25.28, a price-to-earnings-growth ratio of 0.37 and a beta of 1.54. The firm’s 50-day simple moving average is $228.36 and its 200 day simple moving average is $164.59. Micron Technology, Inc. has a fifty-two week low of $61.54 and a fifty-two week high of $268.38. The company has a quick ratio of 1.79, a current ratio of 2.46 and a debt-to-equity ratio of 0.19.

Micron Technology (NASDAQ:MU) last posted its earnings results on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.77 by $1.01. Micron Technology had a net margin of 28.15% and a return on equity of 22.71%. The firm had revenue of $13.64 billion during the quarter, compared to analyst estimates of $12.62 billion. During the same period in the previous year, the business posted $1.79 EPS. Micron Technology’s revenue was up 56.7% on a year-over-year basis. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. As a group, sell-side analysts predict that Micron Technology, Inc. will post 6.08 EPS for the current year.

Micron Technology Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, January 14th. Investors of record on Monday, December 29th will be issued a $0.115 dividend. This represents a $0.46 dividend on an annualized basis and a yield of 0.2%. The ex-dividend date of this dividend is Monday, December 29th. Micron Technology’s dividend payout ratio is 6.06%.

Key Stores Impacting Micron Technology

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

• Positive Sentiment: Blowout Q1 results and blowout guidance — revenue and EPS beat estimates and management issued guidance well above consensus, implying materially stronger 2026 growth and margins, which is the primary driver of the rally. Micron’s Q1 Results Say “AI Bubble Is Far From Bursting”
• Positive Sentiment: “Sold‑out” HBM and runaway AI memory demand — management said HBM capacity is tight and orders are sold out, supporting a large addressable market for AI accelerators and pricing/margin upside. Micron stock pops 14% as AI memory demand soars: ‘We are more than sold out’
• Positive Sentiment: Analyst upgrades and price‑target increases — multiple firms raised ratings and targets after the print (JPMorgan, UBS, Wolfe, Citigroup and others), which amplifies buy-side momentum and raises consensus expectations. Micron Stock Jumps On ‘Stunning’ Quarterly Results, Guidance
• Positive Sentiment: Sector/ETF spillover — cooler inflation and the earnings surprise helped tech/AI ETFs rally, drawing incremental flows into names with large AI exposure like MU. Inflation Cools, Micron Shines: Tech ETFs Catch Tailwind
• Neutral Sentiment: Dividend declaration adds a small yield and signals confidence, but it is modest relative to market moves and not the main catalyst.
• Negative Sentiment: Large insider selling noted in public data — many recent sales by senior executives could be read as liquidity-taking and may add pressure or caution for some investors. Micron Technology Stock (MU) Opinions on Recent Earnings Beat
• Negative Sentiment: Valuation and sustainability questions — some analysts and outlets warn the beat may have baked in aggressive assumptions about how long supply tightness and pricing persist; that raises the risk of sharp swings if demand or pricing normalizes. Micron’s Blowout Results Are Bad News for Anyone Buying a New Phone or PC Next Year

Insiders Place Their Bets

In other news, CFO Mark J. Murphy sold 126,000 shares of the stock in a transaction on Thursday, October 30th. The stock was sold at an average price of $225.31, for a total value of $28,389,060.00. Following the completion of the transaction, the chief financial officer owned 219,693 shares of the company’s stock, valued at approximately $49,499,029.83. This represents a 36.45% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link. Also, CEO Sanjay Mehrotra sold 3,743 shares of the firm’s stock in a transaction on Friday, November 7th. The shares were sold at an average price of $233.39, for a total value of $873,578.77. Following the transaction, the chief executive officer directly owned 396,578 shares in the company, valued at $92,557,339.42. This trade represents a 0.93% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 369,852 shares of company stock valued at $79,364,303 in the last quarter. 0.24% of the stock is owned by insiders.

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.