1,342 Shares in Micron Technology, Inc. $MU Purchased by New World Advisors LLC

New World Advisors LLC acquired a new stake in Micron Technology, Inc. (NASDAQ:MU) during the third quarter, according to its most recent 13F filing with the SEC. The fund acquired 1,342 shares of the semiconductor manufacturer’s stock, valued at approximately $225,000.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Vanguard Group Inc. raised its position in shares of Micron Technology by 1.9% in 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 purchasing an additional 1,973,294 shares during the period. State Street Corp raised its holdings in Micron Technology by 2.7% during the 2nd 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. Geode Capital Management LLC raised its holdings in Micron Technology by 1.2% during the 2nd quarter. Geode Capital Management LLC now owns 25,690,491 shares of the semiconductor manufacturer’s stock valued at $3,152,974,000 after acquiring an additional 314,489 shares during the period. Norges Bank purchased a new stake in shares of Micron Technology during the second quarter worth $1,980,700,000. Finally, Invesco Ltd. boosted its holdings in shares of Micron Technology by 3.2% in the second quarter. Invesco Ltd. now owns 8,913,450 shares of the semiconductor manufacturer’s stock worth $1,098,583,000 after acquiring an additional 277,507 shares during the period. Institutional investors own 80.84% of the company’s stock.

Analysts Set New Price Targets

A number of analysts recently issued reports on MU shares. Raymond James Financial boosted their price objective on Micron Technology from $190.00 to $310.00 and gave the company an “outperform” rating in a research note on Thursday, December 18th. Barclays upped their price target on Micron Technology from $275.00 to $450.00 and gave the company an “overweight” rating in a research report on Friday, January 16th. UBS Group raised their price objective on shares of Micron Technology from $300.00 to $400.00 and gave the company a “buy” rating in a research report on Wednesday, January 7th. Susquehanna boosted their price objective on shares of Micron Technology from $200.00 to $300.00 and gave the company a “positive” rating in a research note on Monday, December 8th. Finally, Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Micron Technology in a report on Thursday, January 29th. Six investment analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat, Micron Technology has an average rating of “Buy” and an average target price of $353.21.

Key Stories Impacting Micron Technology

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

• Positive Sentiment: Analyst upgrades and bullish notes lifted investor enthusiasm; several upgrades and price-target raises prompted gap-ups and heavy buying earlier in the week. Micron Technology (NASDAQ:MU) Trading 9.9% Higher Following Analyst Upgrade
• Positive Sentiment: Management/CFO messaging that demand significantly outpaces supply — and that tightness could persist beyond 2026 — bolstered the bull case for DRAM/HBM pricing power and AI revenue visibility. Micron Technology Stock (MU) Opinions on CFO Supply-Demand Outlook
• Positive Sentiment: Company momentum tied to accelerated HBM4 and NAND updates — reports of faster HBM4 timelines and facility progress lifted expectations for near-term product competitiveness and AI revenue mix. Micron (MU) Stock Surges 10% on Accelerated HBM4 Chip Timeline
• Neutral Sentiment: Retail and social-media sentiment has flipped bullish (Reddit/X), amplifying momentum but increasing volatility risk as retail participation can accelerate both rallies and pullbacks. Micron Is Suddenly at the Center of AI Spending As Shares Keep Soaring
• Neutral Sentiment: “Is Micron the next Nvidia?” pieces and bull-case writeups drive narrative momentum but are largely speculative — useful for sentiment but not proof of sustainable fundamentals. 2 AI Stocks Soaring Over 400% That Could Be The Next NVIDIA
• Negative Sentiment: Samsung’s announcement that it’s mass-producing HBM4 raises competitive risk and prompts investors to re-evaluate Micron’s premium valuation and near-term share gains. Samsung Claims to Be First to Ship New Memory Chips. What It Means for Micron.
• Negative Sentiment: Valuation concerns and at least one downgrade/dissenting view argue Micron may be “priced to perfection,” increasing pullback risk if execution or end-market strength softens. Micron Is Priced To Perfection In A Non-Perfect Market (Downgrade)
• Negative Sentiment: Notable insider selling activity (multiple executive sales) is being watched by some investors as a potential caution, even as institutional holdings remain large and mixed. Micron Technology Stock (MU) Opinions on CFO Supply-Demand Outlook

Insider Buying and Selling at Micron Technology

In related news, EVP Sumit Sadana sold 25,000 shares of the firm’s stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $429.89, for a total transaction of $10,747,250.00. Following the transaction, the executive vice president directly owned 248,021 shares of the company’s stock, valued at approximately $106,621,747.69. This trade represents a 9.16% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, Director Teyin M. Liu bought 7,820 shares of the company’s stock in a transaction that occurred on Wednesday, January 14th. The stock was purchased at an average price of $337.50 per share, with a total value of $2,639,250.00. Following the transaction, the director directly owned 25,910 shares in the company, valued at $8,744,625. The trade was a 43.23% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Over the last ninety days, insiders have bought 23,200 shares of company stock valued at $7,821,723 and have sold 73,623 shares valued at $27,307,408. Company insiders own 0.24% of the company’s stock.

Micron Technology Stock Down 0.6%

MU stock opened at $411.66 on Friday. The company’s 50 day moving average is $334.97 and its 200 day moving average is $231.07. The stock has a market cap of $463.33 billion, a price-to-earnings ratio of 39.13 and a beta of 1.52. The company has a current ratio of 2.46, a quick ratio of 1.78 and a debt-to-equity ratio of 0.19. Micron Technology, Inc. has a 1-year low of $61.54 and a 1-year high of $455.50.

Micron Technology (NASDAQ:MU) last released its quarterly earnings results on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 EPS for the quarter, topping analysts’ consensus estimates 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 quarterly revenue was up 56.7% compared to the same quarter last year. During the same quarter in the previous year, the company earned $1.79 EPS. 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 EPS for the current fiscal year.

Micron Technology Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Wednesday, January 14th. Investors of record on Monday, December 29th were paid a $0.115 dividend. This represents a $0.46 dividend on an annualized basis and a yield of 0.1%. The ex-dividend date of this dividend was Monday, December 29th. Micron Technology’s dividend payout ratio is currently 4.37%.

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.