Micron Technology, Inc. $MU Stock Holdings Lifted by RWA Wealth Partners LLC

RWA Wealth Partners LLC raised its position in shares of Micron Technology, Inc. (NASDAQ:MU) by 24.5% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 6,254 shares of the semiconductor manufacturer’s stock after purchasing an additional 1,232 shares during the period. RWA Wealth Partners LLC’s holdings in Micron Technology were worth $1,046,000 as of its most recent SEC filing.

Other large investors have also made changes to their positions in the company. American Capital Advisory LLC raised its position in Micron Technology by 20.4% during the third quarter. American Capital Advisory LLC now owns 272 shares of the semiconductor manufacturer’s stock valued at $46,000 after acquiring an additional 46 shares in the last quarter. Teamwork Financial Advisors LLC grew its position in Micron Technology by 0.4% in the third quarter. Teamwork Financial Advisors LLC now owns 14,974 shares of the semiconductor manufacturer’s stock worth $2,505,000 after acquiring an additional 53 shares in the last quarter. Blue Trust Inc. increased its stake in shares of Micron Technology by 0.5% during the 3rd quarter. Blue Trust Inc. now owns 10,633 shares of the semiconductor manufacturer’s stock worth $1,779,000 after purchasing an additional 53 shares during the last quarter. Lodestone Wealth Management LLC raised its holdings in shares of Micron Technology by 3.2% during the 3rd quarter. Lodestone Wealth Management LLC now owns 1,693 shares of the semiconductor manufacturer’s stock valued at $283,000 after purchasing an additional 53 shares in the last quarter. Finally, Allen Capital Group LLC raised its holdings in shares of Micron Technology by 1.2% during the 3rd quarter. Allen Capital Group LLC now owns 4,554 shares of the semiconductor manufacturer’s stock valued at $762,000 after purchasing an additional 54 shares in the last quarter. Institutional investors own 80.84% of the company’s stock.

Analyst Ratings Changes

Several research firms have commented on MU. Weiss Ratings reissued a “buy (b-)” rating on shares of Micron Technology in a research report on Thursday, January 29th. Piper Sandler upped their price target on Micron Technology from $275.00 to $400.00 and gave the stock an “overweight” rating in a research note on Wednesday, January 7th. Susquehanna raised their price objective on Micron Technology from $200.00 to $300.00 and gave the company a “positive” rating in a research note on Monday, December 8th. Phillip Securities upgraded Micron Technology to a “strong-buy” rating in a report on Monday, February 2nd. Finally, Barclays upped their target price on Micron Technology from $275.00 to $450.00 and gave the stock an “overweight” rating in a research report on Friday, January 16th. Six analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat, the stock presently has an average rating of “Buy” and an average price target of $358.38.

Micron Technology Price Performance

Shares of NASDAQ:MU opened at $415.56 on Friday. The company has a market cap of $467.72 billion, a price-to-earnings ratio of 39.50 and a beta of 1.52. The business has a 50 day moving average price of $366.07 and a 200 day moving average price of $250.27. The company has a quick ratio of 1.78, a current ratio of 2.46 and a debt-to-equity ratio of 0.19. Micron Technology, Inc. has a twelve month low of $61.54 and a twelve month high of $455.50.

Micron Technology (NASDAQ:MU) last issued its quarterly earnings results on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 EPS for the quarter, topping the consensus estimate of $3.77 by $1.01. Micron Technology had a return on equity of 22.71% and a net margin of 28.15%.The company had revenue of $13.64 billion for the quarter, compared to the consensus estimate of $12.62 billion. During the same period in the previous year, the business posted $1.79 EPS. The company’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. Research analysts predict 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 issued 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%.

Insider Transactions at Micron Technology

In related news, EVP Manish H. Bhatia sold 26,623 shares of the stock in a transaction dated Thursday, January 22nd. The shares were sold at an average price of $391.04, for a total value of $10,410,657.92. Following the completion of the sale, the executive vice president owned 323,486 shares in the company, valued at approximately $126,495,965.44. This trade represents a 7.60% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CAO Scott R. Allen sold 2,000 shares of Micron Technology stock in a transaction dated Tuesday, January 6th. The stock was sold at an average price of $337.50, for a total value of $675,000.00. Following the sale, the chief accounting officer directly owned 38,237 shares in the company, valued at approximately $12,904,987.50. This trade represents a 4.97% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders purchased 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: S&P raised Micron’s credit rating to BBB, citing stronger AI-driven memory demand and improved financial metrics — a validation of Micron’s revenue and margin trajectory. Micron rating raised to BBB by S&P on AI demand growth
• Positive Sentiment: Micron is ramping a US$200B U.S. buildout to expand capacity for AI workloads — a large-capex commitment that supports long‑term revenue growth but also tests near‑term valuation. Micron Ramps US$200b US Buildout As AI Demand Tests Valuation
• Positive Sentiment: Multiple analyst and media pieces highlight Micron’s massive run (300%+ YTD/year) and sustained HBM tightness that should support pricing power and margins — reinforcing a bullish fundamental view. Up 326%, Should You Buy Micron Technology Right Now?
• Positive Sentiment: MarketBeat/sector writeups and Barchart analyses show MU outperforming peers and breaking out technically on AI/HBM strength — supporting the bullish narrative for further upside. How Is Micron Technology’s Stock Performance Compared to Other Semiconductor Stocks
• Neutral Sentiment: Industry hires (e.g., Atomera marketing appointment) and broader semiconductor commentary underline continued AI ecosystem investment but don’t directly change Micron’s near‑term outlook. Nishant Sinha Joins Atomera as Head of Marketing to Drive Strategy and Growth in Advanced Semiconductor Materials
• Neutral Sentiment: Comparative analyst pieces (e.g., Zacks) favor Micron over some AI plays based on HBM demand, but these are relative arguments rather than new company‑specific catalysts. Micron vs. Oracle: One AI Stock Is a Clear Buy Right Now
• Negative Sentiment: Technical analysis flags that MU is overextended near record highs and faces near‑term pullback risk unless it decisively clears those levels — a likely cause of today’s down move as traders take profits. Micron Technology (MU) Price Forecast: Rally Stalls Near Record Highs
• Negative Sentiment: Several pieces note valuation is being tested after the rally; that elevates sensitivity to any mixed macro data or earnings guidance and can exacerbate short‑term declines. Up Over 300%, Should You Buy Micron Stock Right Now?

Micron Technology 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.