New Republic Capital LLC Makes New $262,000 Investment in Micron Technology, Inc. $MU

New Republic Capital LLC acquired a new stake in Micron Technology, Inc. (NASDAQ:MU) in the 3rd quarter, Holdings Channel reports. The institutional investor acquired 1,568 shares of the semiconductor manufacturer’s stock, valued at approximately $262,000.

Other institutional investors also recently modified their holdings of the company. Tokio Marine Asset Management Co. Ltd. boosted its stake in Micron Technology by 3.0% in the 3rd quarter. Tokio Marine Asset Management Co. Ltd. now owns 37,454 shares of the semiconductor manufacturer’s stock worth $6,267,000 after purchasing an additional 1,101 shares during the period. First Horizon Corp bought a new stake in Micron Technology during the third quarter worth $226,000. Vicus Capital acquired a new stake in Micron Technology in the third quarter valued at about $200,000. MGO One Seven LLC boosted its stake in shares of Micron Technology by 50.7% in the 3rd quarter. MGO One Seven LLC now owns 8,373 shares of the semiconductor manufacturer’s stock valued at $1,401,000 after purchasing an additional 2,817 shares in the last quarter. Finally, Meeder Asset Management Inc. increased its holdings in shares of Micron Technology by 4.0% during the third quarter. Meeder Asset Management Inc. now owns 83,950 shares of the semiconductor manufacturer’s stock worth $14,047,000 after buying an additional 3,229 shares in the last quarter. 80.84% of the stock is currently owned by institutional investors and hedge funds.

Micron Technology News Summary

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

• Positive Sentiment: Mizuho raised its price target to $390, citing a strong 2026 AI memory outlook — a high-profile analyst boost that likely supports further buying interest. Mizuho hikes MU PT to $390
• Positive Sentiment: Zacks added MU to its Rank #1 (Strong Buy) growth stocks list, reinforcing buy-side analyst momentum and helping justify elevated multiples. Zacks Rank #1
• Positive Sentiment: Financial media and retail-focused pieces (The Motley Fool, Yahoo/InsiderMonkey) are highlighting Micron as a core AI-memory/AI-infrastructure play and noting its strong multi-year gains, which attracts momentum buyers. Fool: Top growth stocks Yahoo: Cramer on Micron
• Neutral Sentiment: Long-term performance write-ups (e.g., “If you’d invested $100…”) and features on Micron’s AI-driven demand are reinforcing the bullish narrative but are background context rather than immediate catalysts. Fool retrospective
• Negative Sentiment: A Seeking Alpha contributor says they are taking profits after a rapid rerating and issued a rating downgrade — signals that some investors are locking gains and may cap upside in the near term. SA: Taking profits / downgrade
• Negative Sentiment: Short interest rose meaningfully in late December to ~29.9M shares (about 2.7% of float) with a ~1.0 days-to-cover — higher shorting can add downside pressure or increase volatility on any negative news. (Data reported Jan. 12)
• Negative Sentiment: Reports flagging insider selling as the stock approaches highs introduce a cautionary signal for some investors monitoring insider behavior. Sohu: Insider selling trends

Analysts Set New Price Targets

MU has been the subject of several recent analyst reports. New Street Research reaffirmed a “neutral” rating on shares of Micron Technology in a research note on Tuesday, October 14th. Wells Fargo & Company raised their target price on Micron Technology from $300.00 to $335.00 and gave the company an “overweight” rating in a research report on Thursday, December 18th. Susquehanna raised their target price on Micron Technology from $200.00 to $300.00 and gave the stock a “positive” rating in a research report on Monday, December 8th. Piper Sandler raised their price objective on shares of Micron Technology from $275.00 to $400.00 and gave the stock an “overweight” rating in a report on Wednesday, January 7th. Finally, JPMorgan Chase & Co. upped their target price on Micron Technology from $220.00 to $350.00 and gave the stock an “overweight” rating in a research note on Thursday, December 18th. Five equities research 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, the stock has a consensus rating of “Buy” and a consensus price target of $295.45.

Micron Technology Price Performance

Shares of Micron Technology stock opened at $345.87 on Tuesday. The company has a current ratio of 2.46, a quick ratio of 1.78 and a debt-to-equity ratio of 0.19. The firm has a market cap of $389.28 billion, a PE ratio of 32.88, a PEG ratio of 0.22 and a beta of 1.50. Micron Technology, Inc. has a 12 month low of $61.54 and a 12 month high of $348.47. The stock has a 50 day moving average of $259.11 and a 200 day moving average of $186.59.

Micron Technology (NASDAQ:MU) last issued its quarterly earnings data on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 earnings per share for the quarter, beating analysts’ consensus estimates of $3.77 by $1.01. The company had revenue of $13.64 billion for the quarter, compared to the consensus estimate of $12.62 billion. Micron Technology had a return on equity of 22.71% and a net margin of 28.15%.The firm’s revenue for the quarter was up 56.7% compared to the same quarter last year. During the same quarter last year, the company earned $1.79 earnings per share. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. On average, research analysts expect that Micron Technology, Inc. will post 6.08 EPS for the current fiscal year.

Micron Technology Dividend Announcement

The firm also recently declared 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. The ex-dividend date of this dividend is Monday, December 29th. This represents a $0.46 dividend on an annualized basis and a yield of 0.1%. Micron Technology’s dividend payout ratio is presently 4.37%.

Insider Activity at Micron Technology

In other news, EVP April S. Arnzen sold 15,000 shares of the stock in a transaction that occurred on Monday, December 22nd. The stock was sold at an average price of $277.09, for a total transaction of $4,156,350.00. Following the transaction, the executive vice president owned 165,618 shares in the company, valued at $45,891,091.62. This trade represents a 8.30% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, CEO Sanjay Mehrotra sold 22,500 shares of the business’s stock in a transaction dated Monday, October 27th. The stock was sold at an average price of $220.72, for a total transaction of $4,966,200.00. Following the sale, the chief executive officer directly owned 446,578 shares of the company’s stock, valued at $98,568,696.16. This represents a 4.80% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 318,800 shares of company stock valued at $72,333,387 in the last ninety days. 0.24% of the stock is currently owned by company 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.