TKG Advisors LLC Sells 8,489 Shares of Micron Technology, Inc. $MU

TKG Advisors LLC trimmed its stake in shares of Micron Technology, Inc. (NASDAQ:MU) by 42.4% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 11,542 shares of the semiconductor manufacturer’s stock after selling 8,489 shares during the period. Micron Technology accounts for 1.3% of TKG Advisors LLC’s portfolio, making the stock its 22nd largest holding. TKG Advisors LLC’s holdings in Micron Technology were worth $3,294,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds also recently bought and sold shares of the company. REAP Financial Group LLC bought a new position in shares of Micron Technology during the 3rd quarter valued at about $25,000. Barnes Dennig Private Wealth Management LLC purchased a new position in shares of Micron Technology during the third quarter valued at about $27,000. Elevation Wealth Partners LLC increased its holdings in shares of Micron Technology by 295.8% in the fourth quarter. Elevation Wealth Partners LLC now owns 95 shares of the semiconductor manufacturer’s stock worth $27,000 after purchasing an additional 71 shares during the last quarter. Steigerwald Gordon & Koch Inc. increased its holdings in shares of Micron Technology by 4,800.0% in the fourth quarter. Steigerwald Gordon & Koch Inc. now owns 98 shares of the semiconductor manufacturer’s stock worth $28,000 after purchasing an additional 96 shares during the last quarter. Finally, GHP Investment Advisors Inc. lifted its position in shares of Micron Technology by 91.2% in the fourth quarter. GHP Investment Advisors Inc. now owns 109 shares of the semiconductor manufacturer’s stock worth $31,000 after buying an additional 52 shares in the last quarter. 80.84% of the stock is currently owned by institutional investors.

Micron Technology Trading Down 1.2%

Shares of MU stock opened at $481.72 on Friday. The company has a market cap of $543.25 billion, a PE ratio of 22.74 and a beta of 1.60. Micron Technology, Inc. has a 1 year low of $73.50 and a 1 year high of $493.62. The stock’s 50 day simple moving average is $412.13 and its two-hundred day simple moving average is $325.25. The company has a debt-to-equity ratio of 0.13, a current ratio of 2.90 and a quick ratio of 2.32.

Micron Technology Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Wednesday, April 15th. Stockholders of record on Monday, March 30th were given a dividend of $0.15 per share. The ex-dividend date of this dividend was Monday, March 30th. This represents a $0.60 annualized dividend and a dividend yield of 0.1%. This is an increase from Micron Technology’s previous quarterly dividend of $0.12. Micron Technology’s dividend payout ratio is presently 2.83%.

Insider Buying and Selling at Micron Technology

In related news, EVP Sumit Sadana sold 24,000 shares of the stock in a transaction on Friday, April 10th. The stock was sold at an average price of $421.35, for a total transaction of $10,112,400.00. Following the sale, the executive vice president owned 224,021 shares in the company, valued at approximately $94,391,248.35. This represents a 9.68% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, EVP April S. Arnzen sold 40,000 shares of Micron Technology stock in a transaction on Wednesday, April 1st. The stock was sold at an average price of $347.39, for a total transaction of $13,895,600.00. Following the transaction, the executive vice president directly owned 125,737 shares of the company’s stock, valued at $43,679,776.43. The trade was a 24.13% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 89,000 shares of company stock worth $34,755,250 in the last 90 days. 0.24% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

Several equities analysts have weighed in on the company. Susquehanna raised their price target on Micron Technology from $345.00 to $525.00 and gave the company a “positive” rating in a report on Monday, March 9th. Morgan Stanley upped their price objective on Micron Technology from $350.00 to $450.00 and gave the stock an “overweight” rating in a report on Wednesday, February 11th. Rosenblatt Securities reiterated a “buy” rating and set a $500.00 target price on shares of Micron Technology in a research report on Monday, March 16th. Sanford C. Bernstein raised their target price on shares of Micron Technology from $330.00 to $510.00 and gave the company an “outperform” rating in a report on Wednesday, March 18th. Finally, Cantor Fitzgerald boosted their price target on shares of Micron Technology from $450.00 to $700.00 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-eight have given a Buy rating and four have given a Hold rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Buy” and a consensus target price of $464.61.

Key Micron Technology News

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

• Positive Sentiment: Technical momentum — a key trading signal was reported around $477.59, triggering a fresh buying wave and a >3% intraday rise for MU as momentum traders pile in. Micron Technology Shares Climb Over 3% After Key Trading Signal
• Positive Sentiment: Structural demand outlook — mem­ory bulls argue DRAM prices could double or triple as AI demand outpaces supply-chain capacity, supporting higher revenue and margins for Micron. ‘DRAM Will Double or Triple From Here’ as AI Demand Outpaces Supply Chain Capacity
• Positive Sentiment: Supply-chain tailwinds — ASML raised guidance on AI-driven chip demand, which signals stronger semiconductor investment and indirectly supports higher memory content per server (beneficial for Micron). ASML Has Just Delivered Massive News for Micron Technology Investors
• Positive Sentiment: Analyst/ownership optimism — the Street is broadly bullish (high % of Buy ratings and positive investor commentary) and a top investor narrative compares Micron’s growth potential to prior high-flyers, supporting investor appetite. Here’s What Citi and UBS Think About Micron Technology (MU)
• Neutral Sentiment: Stock-structure talk — renewed speculation about a potential stock split is circulating as the share price rises; this could improve liquidity but doesn’t change fundamentals. Will Micron Technology Stock Split in 2026?
• Neutral Sentiment: Fresh-high coverage — multiple outlets note MU at 52-week highs and examine whether fundamentals justify further gains; coverage can amplify momentum but also invite profit-taking. Micron Technology, Inc. (MU) Hits Fresh High: Is There Still Room to Run?
• Negative Sentiment: Competitor tailwind, short-term drag — SK Hynix reported a massive profit surge that boosted its stock; the report coincided with Micron sliding intraday, suggesting investor flows can rotate to rivals on headline beats. SK Hynix Posts 400% Profit Rise. Micron Stock Is Falling.
• Negative Sentiment: Capacity risk — SK Hynix’s planned $13B memory plant (and other industry capacity moves) could add supply over time and cap pricing power, a medium-term risk to Micron’s margin outlook. What SK Hynix’s New $13 Billion Memory Plant Means for Micron Stock

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.