Three Seasons Wealth LLC Purchases Shares of 2,922 Micron Technology, Inc. $MU

Three Seasons Wealth LLC purchased a new stake in Micron Technology, Inc. (NASDAQ:MU) in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor purchased 2,922 shares of the semiconductor manufacturer’s stock, valued at approximately $489,000.

A number of other hedge funds and other institutional investors have also made changes to their positions in the stock. First Command Advisory Services Inc. increased its holdings in Micron Technology by 225.0% during the 2nd quarter. First Command Advisory Services Inc. now owns 221 shares of the semiconductor manufacturer’s stock worth $27,000 after purchasing an additional 153 shares in the last quarter. Howard Hughes Medical Institute bought a new stake in shares of Micron Technology in the second quarter valued at about $30,000. AlphaQuest LLC lifted its holdings in shares of Micron Technology by 13,250.0% in the second quarter. AlphaQuest LLC now owns 267 shares of the semiconductor manufacturer’s stock valued at $33,000 after purchasing an additional 265 shares in the last quarter. WealthCollab LLC boosted its position in shares of Micron Technology by 4,500.0% during the second quarter. WealthCollab LLC now owns 276 shares of the semiconductor manufacturer’s stock worth $34,000 after buying an additional 270 shares during the period. Finally, Hilltop National Bank bought a new position in shares of Micron Technology during the second quarter worth about $37,000. 80.84% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several equities research analysts have commented on the company. Raymond James Financial boosted their target price on Micron Technology from $190.00 to $310.00 and gave the company an “outperform” rating in a research note on Thursday, December 18th. KGI Securities upgraded shares of Micron Technology from a “hold” rating to a “strong-buy” rating in a report on Wednesday, September 24th. Piper Sandler boosted their price objective on shares of Micron Technology from $200.00 to $275.00 and gave the stock an “overweight” rating in a research report on Thursday, December 18th. Deutsche Bank Aktiengesellschaft raised their target price on shares of Micron Technology from $200.00 to $280.00 and gave the company a “buy” rating in a research report on Tuesday, December 9th. Finally, UBS Group reiterated an “overweight” rating on shares of Micron Technology in a research note on Thursday, December 18th. Five analysts have rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Buy” and an average price target of $282.61.

Micron Technology Stock Down 0.7%

Micron Technology stock opened at $284.79 on Monday. The firm has a market capitalization of $320.53 billion, a PE ratio of 27.07, a P/E/G ratio of 0.18 and a beta of 1.54. The company’s 50-day moving average is $237.05 and its 200-day moving average is $171.48. Micron Technology, Inc. has a fifty-two week low of $61.54 and a fifty-two week high of $290.87. The company has a debt-to-equity ratio of 0.19, a current ratio of 2.46 and a quick ratio of 1.78.

Micron Technology (NASDAQ:MU) last issued its earnings results on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.77 by $1.01. Micron Technology had a net margin of 28.15% and a return on equity of 22.71%. The business had revenue of $13.64 billion during the quarter, compared to the consensus estimate of $12.62 billion. During the same period last 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. Sell-side analysts anticipate that Micron Technology, Inc. will post 6.08 earnings per share for the current year.

Micron Technology Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, January 14th. Stockholders of record on Monday, December 29th will be paid a dividend of $0.115 per share. This represents a $0.46 annualized dividend and a dividend yield of 0.2%. The ex-dividend date is Monday, December 29th. Micron Technology’s payout ratio is currently 4.37%.

Insiders Place Their Bets

In related news, EVP April S. Arnzen sold 15,000 shares of the stock in a transaction on Tuesday, September 30th. The stock was sold at an average price of $164.04, for a total value of $2,460,600.00. Following the sale, the executive vice president owned 131,580 shares in the company, valued at approximately $21,584,383.20. This represents a 10.23% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Scott J. Deboer sold 82,000 shares of the firm’s stock in a transaction on Monday, October 27th. The shares were sold at an average price of $222.81, for a total value of $18,270,420.00. Following the sale, the executive vice president directly owned 154,145 shares of the company’s stock, valued at $34,345,047.45. This represents a 34.72% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 384,300 shares of company stock valued at $83,974,468 over the last 90 days. 0.24% of the stock is owned by insiders.

Key Headlines Impacting Micron Technology

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

• Positive Sentiment: Q1 FY2026 results and guidance surprised to the upside (revenue, EPS, record free cash flow) and management signaled continued AI / HBM demand and accelerating momentum — this is the core bullish engine behind recent price strength and analyst upgrades. Read More.
• Positive Sentiment: Shares extended a record‑high streak (multiday highs) as traders bought the earnings narrative and AI memory tailwinds; that momentum lifted MU into many “top stock” and “start strong” lists for 2026. Read More.
• Positive Sentiment: Brokerage and media pieces highlighting Micron as a key beneficiary of the AI/memory supercycle (and as a hardware pick ahead of a gadget/AI boom) are supporting buying interest and raised price targets. Read More.
• Neutral Sentiment: Industry roundup articles list MU among undervalued/strong hardware names to watch for 2026; useful for longer‑term positioning but less likely to move intraday volume materially. Read More.
• Neutral Sentiment: Similar thematic pieces group MU with other hardware/AI winners for 2026; these reinforce narrative exposure to AI memory demand but are broader market commentary rather than company‑specific catalysts. Read More.
• Neutral Sentiment: Consumer pieces on monetizing MU shares (covered income strategies) reflect retail interest and higher retail participation after the run, but these are tactical/derivative stories rather than fundamental drivers. Read More.
• Negative Sentiment: A company director recently sold about $1.32M of MU stock — a potential trigger for short‑term profit taking and an item some investors watch as a cautionary signal (though size is modest vs. market cap). Read More.

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.