LJI Wealth Management LLC Makes New $241,000 Investment in Micron Technology, Inc. $MU

LJI Wealth Management LLC acquired a new stake in Micron Technology, Inc. (NASDAQ:MU) in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm acquired 1,438 shares of the semiconductor manufacturer’s stock, valued at approximately $241,000.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Norges Bank purchased a new stake in Micron Technology during the 2nd quarter valued at $1,980,700,000. Slate Path Capital LP purchased a new position in Micron Technology during the second quarter worth $317,751,000. Vanguard Group Inc. increased its position 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 acquiring an additional 1,973,294 shares during the last quarter. State Street Corp raised its stake in shares of Micron Technology by 2.7% in the second quarter. State Street Corp now owns 51,373,591 shares of the semiconductor manufacturer’s stock valued at $6,331,795,000 after acquiring an additional 1,349,713 shares during the period. Finally, Orbis Allan Gray Ltd lifted its holdings in shares of Micron Technology by 50.2% in the 2nd quarter. Orbis Allan Gray Ltd now owns 3,457,726 shares of the semiconductor manufacturer’s stock worth $426,165,000 after acquiring an additional 1,156,086 shares during the last quarter. Hedge funds and other institutional investors own 80.84% of the company’s stock.

Micron Technology Stock Up 7.8%

Shares of NASDAQ MU opened at $362.75 on Friday. Micron Technology, Inc. has a 52-week low of $61.54 and a 52-week high of $365.81. The firm has a market capitalization of $408.28 billion, a price-to-earnings ratio of 34.48, a PEG ratio of 0.22 and a beta of 1.50. The stock has a 50 day moving average price of $267.89 and a 200 day moving average price of $192.29. The company has a debt-to-equity ratio of 0.19, a quick ratio of 1.78 and a current ratio of 2.46.

Micron Technology (NASDAQ:MU) last released its quarterly earnings data on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 EPS for the quarter, topping the consensus estimate 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%.Micron Technology’s quarterly revenue was up 56.7% on a year-over-year basis. During the same period last year, the business posted $1.79 EPS. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. Sell-side analysts expect that Micron Technology, Inc. will post 6.08 earnings per share for the current year.

Micron Technology Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, January 14th. Investors of record on Monday, December 29th were paid a $0.115 dividend. The ex-dividend date of this dividend was 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 4.37%.

Analysts Set New Price Targets

A number of equities analysts recently commented on the stock. Wedbush set a $320.00 price target on shares of Micron Technology in a research note on Thursday, December 18th. 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 research note on Wednesday, January 7th. Summit Insights upgraded Micron Technology to a “strong-buy” rating in a research report on Tuesday, September 23rd. Wall Street Zen upgraded Micron Technology from a “buy” rating to a “strong-buy” rating in a report on Sunday, November 23rd. Finally, Needham & Company LLC increased their price target on Micron Technology from $200.00 to $300.00 and gave the stock a “buy” rating in a report on Tuesday, December 16th. Five research analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating and three have issued a Hold rating to the company. According to MarketBeat.com, the stock presently has an average rating of “Buy” and an average target price of $326.66.

Insider Activity at Micron Technology

In other news, EVP Scott J. Deboer sold 82,000 shares of the stock in a transaction that occurred on Monday, October 27th. The shares were sold at an average price of $222.81, for a total transaction of $18,270,420.00. Following the transaction, the executive vice president directly owned 154,145 shares in the company, valued at approximately $34,345,047.45. This trade represents a 34.72% decrease in their ownership of the stock. 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 15,000 shares of the business’s 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 completion of the transaction, the executive vice president directly owned 165,618 shares of the company’s stock, valued at $45,891,091.62. This trade represents a 8.30% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 318,800 shares of company stock worth $72,333,387 over the last quarter. Corporate insiders own 0.24% of the company’s stock.

More Micron Technology News

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

• Positive Sentiment: Micron celebrated the official groundbreaking for its planned New York “megafab” — a multi‑year, large‑scale investment that underpins long‑term capacity growth for AI DRAM/NAND demand and signals strong political and local support. Read More.
• Positive Sentiment: High‑profile insider buys: former TSMC co‑CEO Mark Liu purchased several million dollars of MU shares and director Teyin M. Liu disclosed a ~$3.9M purchase — management and industry veteran buying is a strong confidence signal for investors. Read More.
• Positive Sentiment: Wall Street lifted targets and coverage: Cantor Fitzgerald and others raised targets (Cantor to $450), RBC initiated with Outperform, Wells Fargo and Citi raised theirs — these notes broaden institutional demand and support higher valuations. Read More.
• Positive Sentiment: Analyst/market commentary points to strong AI data‑center demand and Micron’s HBM ramp, reinforcing revenue/margin upside expectations tied to the AI memory shortage. Read More.
• Neutral Sentiment: Media coverage highlights MU as a top semiconductor/AI pick (Zacks, Investopedia): helps attract flows, but also places MU into a crowded thematic trade that can amplify intra‑day moves. Read More.
• Neutral Sentiment: CEO and company commentary emphasize ongoing AI memory tightness — bullish for fundamentals but timing/size of revenue realization remains the key variable for investors. Read More.
• Negative Sentiment: Risk/volatility reminders: analysts and commentators note MU’s history of sharp drawdowns and the potential for profit‑taking after a massive rerating, which raises short‑term downside risk despite strong momentum. Read More.
• Negative Sentiment: Competition/rotation risk: some analysts warn other AI chip names could soak up investor flows, and thematic rotation could redirect capital away from memory names if expectations shift. Read More.

About Micron Technology

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.