Nikulski Financial Inc. Reduces Stock Position in Micron Technology, Inc. $MU

Nikulski Financial Inc. lessened its position in Micron Technology, Inc. (NASDAQ:MU) by 49.3% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 1,445 shares of the semiconductor manufacturer’s stock after selling 1,405 shares during the period. Nikulski Financial Inc.’s holdings in Micron Technology were worth $412,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently modified their holdings of the company. Moody Lynn & Lieberson LLC bought a new position in shares of Micron Technology during the fourth quarter valued at about $208,000. Brady Martz Wealth Solutions LLC increased its holdings in Micron Technology by 19.5% during the 4th quarter. Brady Martz Wealth Solutions LLC now owns 2,216 shares of the semiconductor manufacturer’s stock valued at $632,000 after purchasing an additional 361 shares during the period. Royal Fund Management LLC purchased a new position in Micron Technology during the 4th quarter valued at about $272,000. Motive Wealth Advisors bought a new position in Micron Technology during the 4th quarter valued at approximately $304,000. Finally, Silver Oak Securities Incorporated raised its position in Micron Technology by 2.2% during the 4th quarter. Silver Oak Securities Incorporated now owns 5,966 shares of the semiconductor manufacturer’s stock valued at $1,746,000 after purchasing an additional 127 shares during the last quarter. Hedge funds and other institutional investors own 80.84% of the company’s stock.

Analysts Set New Price Targets

A number of brokerages recently commented on MU. Sanford C. Bernstein upped their target price on Micron Technology from $330.00 to $510.00 and gave the company an “outperform” rating in a report on Wednesday, March 18th. Itau BBA Securities reaffirmed an “outperform” rating on shares of Micron Technology in a research note on Thursday, December 18th. Cantor Fitzgerald increased their price target on shares of Micron Technology from $450.00 to $700.00 and gave the stock an “overweight” rating in a research note on Thursday, March 19th. Piper Sandler raised their price objective on shares of Micron Technology from $275.00 to $400.00 and gave the stock an “overweight” rating in a report on Wednesday, January 7th. Finally, Wells Fargo & Company increased their target price on Micron Technology from $470.00 to $550.00 and gave the stock an “overweight” rating in a research report on Thursday, March 19th. Five 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. According to MarketBeat, the stock has a consensus rating of “Buy” and a consensus target price of $463.71.

Micron Technology Price Performance

Shares of NASDAQ MU opened at $367.85 on Thursday. The company has a 50 day simple moving average of $404.40 and a two-hundred day simple moving average of $297.01. Micron Technology, Inc. has a fifty-two week low of $61.54 and a fifty-two week high of $471.34. The company has a market capitalization of $414.84 billion, a price-to-earnings ratio of 17.37 and a beta of 1.60. The company has a debt-to-equity ratio of 0.13, a quick ratio of 2.32 and a current ratio of 2.90.

Micron Technology Increases Dividend

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

Insider Buying and Selling

In related news, Director Teyin M. Liu purchased 11,600 shares of Micron Technology stock in a transaction dated Tuesday, January 13th. The stock was purchased at an average cost of $337.07 per share, for a total transaction of $3,910,012.00. Following the completion of the acquisition, the director directly owned 14,310 shares of the company’s stock, valued at $4,823,471.70. The trade was a 428.04% increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which can be accessed 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 completion of the transaction, the chief accounting officer directly owned 38,237 shares of the company’s stock, valued at approximately $12,904,987.50. This represents a 4.97% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have acquired 23,200 shares of company stock worth $7,821,723 and have sold 53,623 shares worth $21,832,908. 0.24% of the stock is owned by insiders.

More Micron Technology News

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

• Positive Sentiment: Top Wall Street analyst calls MU a “Top Pick” and highlights multi‑year AI upside, helping lift investor confidence and spark buying interest. Top Analyst Calls Micron Stock (MU) a “Top Pick,” Sees Multi-Year AI Upside
• Positive Sentiment: Micron reported blockbuster fiscal Q2 results (record revenue) and strong guidance that underscore robust AI memory demand and margin expansion — a tangible earnings catalyst supporting higher share prices. Micron: The Selloff Didn’t Break The Setup
• Positive Sentiment: Analysts and trade write‑ups point to tight HBM (high‑bandwidth memory) supply and rising pricing power from AI data center demand — a structural revenue tailwind that investors are rewarding. Up 15%+ in Q1: 2 AI Stocks Still Flashing “Strong Buy” for Q2
• Positive Sentiment: Heavy intraday buying pushed Micron toward a large one‑day market‑cap gain, signalling broad, momentum‑driven flows into the name. Micron’s stock is seeing its biggest gain in a year, en route to a record market-cap boost
• Neutral Sentiment: Micron completed cash tender offers for certain senior notes (debt retirements), a capital‑structure action that reduces leverage but has limited immediate earnings impact. Micron Announces the Expiration of the Cash Tender Offers
• Neutral Sentiment: Citi trimmed its price target (from $510 to $425) but kept a Buy rating — a mixed signal that can temper upside while leaving institutional endorsement intact. Wall Street Tells Investors Its Less Excited About Micron Stock
• Negative Sentiment: Some analysts warn that elevated 2026–2027 capex guidance could compress free cash flow despite booming revenue, creating valuation and timing risks for returns to investors. Micron: Great Businesses Can Be Bad Trades (Rating Downgrade)
• Negative Sentiment: Concerns about AI memory‑efficiency tools (e.g., Google’s TurboQuant / DeepSeek variants) sparked a prior sell‑off and remain a headline risk if they materially reduce memory demand forecasts. Does Google’s New TurboQuant Technology Mean the Party’s Over for Micron?

Micron Technology Company 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.