Omnia Family Wealth LLC Acquires Shares of 1,434 Micron Technology, Inc. $MU

Omnia Family Wealth LLC bought a new position in Micron Technology, Inc. (NASDAQ:MU) in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor bought 1,434 shares of the semiconductor manufacturer’s stock, valued at approximately $240,000.

A number of other institutional investors also recently modified their holdings of the stock. Vanguard Group Inc. increased its stake 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 worth $12,803,168,000 after acquiring an additional 1,973,294 shares during the last quarter. State Street Corp grew its stake in 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 purchasing an additional 1,349,713 shares in the last quarter. Geode Capital Management LLC grew its stake in Micron Technology by 1.2% in the second quarter. Geode Capital Management LLC now owns 25,690,491 shares of the semiconductor manufacturer’s stock valued at $3,152,974,000 after purchasing an additional 314,489 shares in the last quarter. Norges Bank acquired a new position in Micron Technology in the 2nd quarter worth about $1,980,700,000. Finally, Invesco Ltd. raised its stake in shares of Micron Technology by 3.2% during the 2nd quarter. Invesco Ltd. now owns 8,913,450 shares of the semiconductor manufacturer’s stock worth $1,098,583,000 after purchasing an additional 277,507 shares in the last quarter. Institutional investors and hedge funds own 80.84% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities research analysts recently commented on the company. Piper Sandler boosted their price target on Micron Technology from $275.00 to $400.00 and gave the company an “overweight” rating in a research note on Wednesday, January 7th. Mizuho lifted their target price on shares of Micron Technology from $390.00 to $480.00 and gave the company an “outperform” rating in a research note on Tuesday, January 27th. KeyCorp increased their price target on shares of Micron Technology from $325.00 to $450.00 and gave the stock an “overweight” rating in a research note on Tuesday, January 13th. Phillip Securities upgraded shares of Micron Technology to a “strong-buy” rating in a report on Monday, February 2nd. Finally, Bank of America lifted their price objective on shares of Micron Technology from $300.00 to $400.00 and gave the company a “buy” rating in a research note on Tuesday, January 13th. Six analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat.com, Micron Technology presently has an average rating of “Buy” and an average price target of $353.21.

Micron Technology Price Performance

Shares of Micron Technology stock opened at $411.66 on Friday. 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 fifty day simple moving average of $334.97 and a 200-day simple moving average of $231.07. The stock has a market capitalization of $463.33 billion, a price-to-earnings ratio of 39.13 and a beta of 1.52. Micron Technology, Inc. has a 1-year low of $61.54 and a 1-year high of $455.50.

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

Micron Technology Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, January 14th. Shareholders of record on Monday, December 29th were given 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 currently 4.37%.

Insider Buying and Selling

In other news, EVP Manish H. Bhatia sold 26,623 shares of the business’s stock in a transaction dated Thursday, January 22nd. The shares were sold at an average price of $391.04, for a total transaction of $10,410,657.92. Following the transaction, the executive vice president owned 323,486 shares in the company, valued at approximately $126,495,965.44. The trade was a 7.60% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, EVP April S. Arnzen sold 15,000 shares of the stock in a transaction dated Monday, December 22nd. The shares were sold at an average price of $277.09, for a total transaction of $4,156,350.00. Following the completion of the sale, the executive vice president owned 165,618 shares of the company’s stock, valued at approximately $45,891,091.62. The trade was a 8.30% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders acquired 23,200 shares of company stock worth $7,821,723 and sold 73,623 shares worth $27,307,408. Company insiders own 0.24% of the company’s stock.

Key Micron Technology News

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

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.