Jaffetilchin Investment Partners LLC Decreases Position in Micron Technology, Inc. $MU

Jaffetilchin Investment Partners LLC lessened its position in Micron Technology, Inc. (NASDAQ:MU) by 40.3% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 2,420 shares of the semiconductor manufacturer’s stock after selling 1,635 shares during the period. Jaffetilchin Investment Partners LLC’s holdings in Micron Technology were worth $691,000 as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in MU. Brookstone Capital Management increased its holdings in shares of Micron Technology by 15.6% in the 4th quarter. Brookstone Capital Management now owns 34,260 shares of the semiconductor manufacturer’s stock worth $9,778,000 after purchasing an additional 4,617 shares in the last quarter. Bernard Wealth Management Corp. raised its stake in shares of Micron Technology by 20.9% in the fourth quarter. Bernard Wealth Management Corp. now owns 602 shares of the semiconductor manufacturer’s stock worth $172,000 after purchasing an additional 104 shares during the last quarter. Corepath Wealth Partners LLC bought a new position in shares of Micron Technology during the fourth quarter valued at $299,000. Mn Services Vermogensbeheer B.V. lifted its holdings in shares of Micron Technology by 1.6% during the fourth quarter. Mn Services Vermogensbeheer B.V. now owns 432,827 shares of the semiconductor manufacturer’s stock valued at $123,533,000 after purchasing an additional 6,827 shares in the last quarter. Finally, Private Advisory Group LLC boosted its position in shares of Micron Technology by 10.5% during the fourth quarter. Private Advisory Group LLC now owns 74,540 shares of the semiconductor manufacturer’s stock valued at $21,274,000 after buying an additional 7,076 shares during the last quarter. Hedge funds and other institutional investors own 80.84% of the company’s stock.

Insider Buying and Selling at Micron Technology

In related news, EVP Manish H. Bhatia sold 26,623 shares of the business’s stock in a transaction that occurred on 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 completion of the sale, the executive vice president directly owned 323,486 shares in the company, valued at approximately $126,495,965.44. The trade was a 7.60% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, Director Teyin M. Liu bought 11,600 shares of Micron Technology stock in a transaction on Tuesday, January 13th. The shares were acquired at an average cost of $337.07 per share, with a total value of $3,910,012.00. Following the completion of the acquisition, the director owned 14,310 shares of the company’s stock, valued at $4,823,471.70. The trade was a 428.04% increase in their position. The disclosure for this purchase is available in the SEC filing. Over the last quarter, insiders have bought 23,200 shares of company stock worth $7,821,723 and have sold 53,623 shares worth $21,832,908. Company 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: Strong AI / HBM demand supports revenue and pricing power — analysts and market commentary highlight booming high-bandwidth memory (HBM) demand for AI servers, which is driving rising prices and expanding margins for Micron. Can Micron Capitalize on Rising HBM Demand?
• Positive Sentiment: Debt management action — Micron announced pricing for cash tender offers on certain outstanding senior notes, a move that can improve its debt profile and interest-cost flexibility. That was received favorably by some investors. Tender Offer Pricing
• Positive Sentiment: Dividend reinstatement / bump noted — coverage flagged Micron among stocks boosting dividends, which can attract income-focused holders and signal confidence in the balance sheet. Dividend Bumps Article
• Neutral Sentiment: Analyst target cut but buy rating maintained — Citi trimmed its price target from $510 to $425 while keeping a Buy rating, a sign of reduced upside expectations even as analysts still back the company. Citi Price Target Cut
• Negative Sentiment: Algorithmic compression fears (TurboQuant / Google) dent demand outlook — reports that new AI memory-compression methods could reduce memory needs sparked sectorwide jitters and contributed to recent downdrafts in MU. TurboQuant / Algorithm Concerns
• Negative Sentiment: Capex and spending plans overshadow earnings — coverage notes that large planned expenditures to add capacity have dampened enthusiasm after otherwise strong AI-driven results, fueling recent selling pressure. Capex Concerns Article
• Negative Sentiment: Warnings about valuation and momentum fatigue — some bloggers and commentators caution that MU’s rapid run (multiple-hundred-percent gains over the past year) raises near-term risk after the earnings-led pullback. Investment Blogger Warning
• Negative Sentiment: Insider selling highlighted — summaries of recent filings show extensive insider sales in recent months, which some investors view as a cautionary signal. Insider Trading Summary

Micron Technology Stock Up 4.8%

MU stock opened at $337.27 on Wednesday. The company has a market cap of $380.35 billion, a price-to-earnings ratio of 15.92 and a beta of 1.50. The company has a debt-to-equity ratio of 0.13, a quick ratio of 2.32 and a current ratio of 2.90. The business’s 50-day moving average is $404.83 and its two-hundred day moving average is $296.51. Micron Technology, Inc. has a fifty-two week low of $61.54 and a fifty-two week high of $471.34.

Micron Technology Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, April 15th. Stockholders of record on Monday, March 30th will be given a dividend of $0.15 per share. This represents a $0.60 annualized dividend and a dividend yield of 0.2%. The ex-dividend date of this dividend is Monday, March 30th. This is an increase from Micron Technology’s previous quarterly dividend of $0.12. Micron Technology’s payout ratio is currently 2.83%.

Analyst Upgrades and Downgrades

Several equities research analysts recently commented on the company. William Blair started coverage on Micron Technology in a report on Thursday, January 22nd. They issued an “outperform” rating for the company. Royal Bank Of Canada upped their target price on shares of Micron Technology from $425.00 to $525.00 and gave the company an “outperform” rating in a research note on Monday, March 16th. Wolfe Research raised their price target on shares of Micron Technology from $300.00 to $350.00 and gave the company an “outperform” rating in a report on Thursday, December 18th. KeyCorp lifted their price target on shares of Micron Technology from $450.00 to $600.00 and gave the stock an “overweight” rating in a research note on Thursday, March 19th. Finally, Summit Insights cut shares of Micron Technology from a “buy” rating to a “hold” rating in a report on Thursday, March 19th. Five investment analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and three have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Buy” and a consensus price target of $463.71.

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.