Knights of Columbus Asset Advisors LLC Increases Stock Position in Micron Technology, Inc. $MU

Posted by Michael Walen on Jan 30th, 2026

Knights of Columbus Asset Advisors LLC boosted its position in Micron Technology, Inc. (NASDAQ:MU – Free Report) by 19.1% in the third quarter, HoldingsChannel reports. The firm owned 29,128 shares of the semiconductor manufacturer’s stock after buying an additional 4,664 shares during the quarter. Knights of Columbus Asset Advisors LLC’s holdings in Micron Technology were worth $4,874,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Orleans Capital Management Corp LA bought a new position in shares of Micron Technology in the second quarter worth approximately $256,000. iA Global Asset Management Inc. raised its stake in shares of Micron Technology by 18.7% during the third quarter. iA Global Asset Management Inc. now owns 146,890 shares of the semiconductor manufacturer’s stock valued at $24,578,000 after acquiring an additional 23,117 shares during the last quarter. Cary Street Partners Financial LLC boosted its holdings in shares of Micron Technology by 25.0% during the second quarter. Cary Street Partners Financial LLC now owns 26,132 shares of the semiconductor manufacturer’s stock worth $3,221,000 after purchasing an additional 5,233 shares during the period. Wealthspire Advisors LLC increased its holdings in Micron Technology by 27.8% during the 2nd quarter. Wealthspire Advisors LLC now owns 14,754 shares of the semiconductor manufacturer’s stock valued at $1,818,000 after purchasing an additional 3,208 shares during the period. Finally, KLP Kapitalforvaltning AS raised its position in Micron Technology by 6.2% during the 2nd quarter. KLP Kapitalforvaltning AS now owns 403,105 shares of the semiconductor manufacturer’s stock valued at $49,683,000 after purchasing an additional 23,600 shares during the last quarter. Hedge funds and other institutional investors own 80.84% of the company’s stock.

Micron Technology Price Performance

MU opened at $435.79 on Friday. Micron Technology, Inc. has a 1 year low of $61.54 and a 1 year high of $444.71. The stock has a 50-day moving average price of $297.17 and a 200-day moving average price of $209.04. The firm has a market cap of $490.49 billion, a PE ratio of 41.42 and a beta of 1.50. 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 – Get Free Report) last issued its earnings results on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.77 by $1.01. The business had revenue of $13.64 billion during the quarter, compared to analysts’ expectations of $12.62 billion. Micron Technology had a net margin of 28.15% and a return on equity of 22.71%. The business’s revenue for the quarter was up 56.7% compared to the same quarter last year. During the same period in the previous year, the company earned $1.79 earnings per share. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. Sell-side analysts predict that Micron Technology, Inc. will post 6.08 earnings per share for the current fiscal 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 issued a $0.115 dividend. This represents a $0.46 annualized dividend and a yield of 0.1%. The ex-dividend date was Monday, December 29th. Micron Technology’s dividend payout ratio (DPR) is presently 4.37%.

Insiders Place Their Bets

In other Micron Technology news, Director Steven J. Gomo sold 5,000 shares of the company’s stock in a transaction dated Friday, December 19th. The shares were sold at an average price of $263.63, for a total transaction of $1,318,150.00. Following the transaction, the director owned 19,139 shares in the company, valued at approximately $5,045,614.57. This represents a 20.71% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Sanjay Mehrotra sold 8,757 shares of Micron Technology stock in a transaction that occurred on Thursday, November 6th. The stock was sold at an average price of $241.34, for a total transaction of $2,113,414.38. Following the completion of the sale, the chief executive officer owned 400,321 shares of the company’s stock, valued at $96,613,470.14. This represents a 2.14% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders have bought 23,200 shares of company stock worth $7,821,723 and have sold 61,123 shares worth $19,547,151. Corporate insiders own 0.24% of the company’s stock.

Analyst Ratings Changes

A number of analysts recently commented on MU shares. Wolfe Research raised their price target on Micron Technology from $300.00 to $350.00 and gave the stock an “outperform” rating in a research note on Thursday, December 18th. HSBC boosted their price target on shares of Micron Technology from $350.00 to $500.00 and gave the company a “buy” rating in a research report on Friday, January 23rd. Citigroup raised their price objective on shares of Micron Technology from $330.00 to $385.00 and gave the stock a “buy” rating in a report on Thursday, January 15th. Wall Street Zen raised Micron Technology from a “buy” rating to a “strong-buy” rating in a research report on Sunday, November 23rd. Finally, Wells Fargo & Company upped their price target on Micron Technology from $335.00 to $410.00 and gave the stock an “overweight” rating in a research note on Thursday, January 15th. Five equities research analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat.com, Micron Technology has an average rating of “Buy” and an average target price of $349.76.

Check Out Our Latest Analysis on MU

Key Micron Technology News

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

Positive Sentiment: Analyst upgrades and fresh price-targets have driven near-term momentum — MU jumped after an upgrade that followed bullish estimates and pushed the stock to a new 12‑month high. Micron Technology (NASDAQ:MU) Trading 6.1% Higher Following Analyst Upgrade
Positive Sentiment: Big-capex expansion: Micron is expanding manufacturing (including a newly announced ~$24B advanced fab in Singapore and other large commitments) to capture long-term AI and data‑center memory demand — a growth signal investors reward. Micron (MU) Expands Manufacturing Footprint as AI Drives Long-Term Memory Demand
Positive Sentiment: AI-driven demand and HBM shortages are supporting margin expansion and pricing power — multiple commentaries argue structural tightness in memory (through 2027–2028) is underpinning higher earnings expectations. AI-Driven Demand Supports Micron Technology’s (MU) Margin Expansion
Positive Sentiment: Industry tailwinds from competitors: Samsung’s upbeat commentary on a “golden era” for memory reinforces positive pricing and demand outlook for Micron as a major DRAM/HBM supplier. Micron Stock Pops. Samsung Signals ‘Golden Era’ for Memory Chips.
Neutral Sentiment: Unusual options activity — elevated buying of out‑of‑the‑money puts suggests some investors are hedging after MU’s rapid run (could be protective or speculative). This adds volatility risk but isn’t a direct company fundamental change. Unusual Put Options Activity in Micron Technology After MU Stock Doubles in 2 Months
Negative Sentiment: Insider selling flagged — a senior operations executive sold shares shortly before the stock hit record highs, which may raise governance or timing questions for some investors. Micron Stock Keeps Climbing—And a Top Executive May Have Sold Too Soon

About Micron Technology

(Free Report)

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.