Roman Butler Fullerton & Co. Increases Position in Micron Technology, Inc. $MU

Roman Butler Fullerton & Co. lifted its position in shares of Micron Technology, Inc. (NASDAQ:MU) by 173.1% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 2,390 shares of the semiconductor manufacturer’s stock after purchasing an additional 1,515 shares during the period. Roman Butler Fullerton & Co.’s holdings in Micron Technology were worth $2,759,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Brighton Jones LLC increased its holdings in shares of Micron Technology by 18.3% in the 4th quarter. Brighton Jones LLC now owns 6,318 shares of the semiconductor manufacturer’s stock valued at $532,000 after acquiring an additional 976 shares during the last quarter. Sivia Capital Partners LLC lifted its position in Micron Technology by 21.7% in the second quarter. Sivia Capital Partners LLC now owns 3,528 shares of the semiconductor manufacturer’s stock valued at $435,000 after acquiring an additional 628 shares during the last quarter. United Bank acquired a new position in Micron Technology in the second quarter valued at $236,000. Schnieders Capital Management LLC. grew its holdings in shares of Micron Technology by 67.9% during the second quarter. Schnieders Capital Management LLC. now owns 16,984 shares of the semiconductor manufacturer’s stock worth $2,093,000 after purchasing an additional 6,867 shares during the last quarter. Finally, Sei Investments Co. grew its stake in Micron Technology by 5.6% during the 2nd quarter. Sei Investments Co. now owns 405,545 shares of the semiconductor manufacturer’s stock worth $49,987,000 after buying an additional 21,619 shares during the last quarter. Institutional investors and hedge funds own 80.84% of the company’s stock.

Micron Technology Price Performance

Shares of NASDAQ:MU opened at $935.74 on Friday. The company has a quick ratio of 2.98, a current ratio of 3.42 and a debt-to-equity ratio of 0.05. The company has a market cap of $1.06 trillion, a P/E ratio of 21.18 and a beta of 2.18. Micron Technology, Inc. has a 52 week low of $114.25 and a 52 week high of $1,255.00. The company has a 50-day moving average price of $955.65 and a 200 day moving average price of $713.18.

Micron Technology (NASDAQ:MU) last released its earnings results on Wednesday, June 24th. The semiconductor manufacturer reported $25.11 earnings per share (EPS) for the quarter, topping the consensus estimate of $21.39 by $3.72. The company had revenue of $41.46 billion for the quarter, compared to analysts’ expectations of $35.91 billion. Micron Technology had a return on equity of 71.13% and a net margin of 55.91%.The firm’s quarterly revenue was up 345.8% on a year-over-year basis. During the same quarter in the previous year, the firm posted $1.91 EPS. Micron Technology has set its Q4 2026 guidance at 30.000-32.000 EPS. Research analysts predict that Micron Technology, Inc. will post 72.93 earnings per share for the current year.

Micron Technology Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, July 21st. Investors of record on Monday, July 6th were issued a dividend of $0.15 per share. This represents a $0.60 dividend on an annualized basis and a yield of 0.1%. The ex-dividend date of this dividend was Monday, July 6th. Micron Technology’s dividend payout ratio is currently 1.36%.

Micron Technology News Summary

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

• Positive Sentiment: Nvidia said memory availability has become a key constraint on AI expansion and indicated it is willing to pay higher prices. The comments support demand, pricing power and margins for Micron’s DRAM and high-bandwidth memory products. Nvidia’s reported memory-related purchase commitments reportedly more than doubled to $279 billion. Nvidia Says Memory Is a Key Constraint
• Positive Sentiment: President Donald Trump praised Micron’s planned $10 billion investment in U.S. research laboratories, saying it should strengthen America’s position in AI and advanced computing. The announcement reinforces potential strategic and government support for Micron’s domestic expansion. Trump Hails Micron’s U.S. Research Investment
• Positive Sentiment: Recent results remain a major fundamental support: Micron reported $41.46 billion in quarterly revenue and $25.11 in EPS, far exceeding estimates, with revenue up 345.8% year over year. Commentary also highlighted an 84.9% non-GAAP gross margin, surpassing Nvidia’s reported adjusted margin. Micron’s Gross Margin Beat Nvidia’s
• Neutral Sentiment: Micron appointed Manish Bhatia as president and chief operating officer and Scott DeBoer as president and chief technology and products officer. The changes are intended to improve execution during the AI memory expansion but are unlikely to materially alter near-term results. Micron will report fiscal fourth-quarter results on September 30. Micron Announces Leadership Appointments
• Negative Sentiment: Investors appear to be locking in gains after Micron’s powerful rally, while Nvidia’s disclosures raised concerns that memory scarcity could restrict AI hardware deliveries rather than simply boost Micron sales. Potential U.S. chip tariffs and a broader debate over interest rates add to uncertainty. Why Is Micron Stock Falling?
• Negative Sentiment: Competitive risks persist from Chinese memory producer YMTC, while Micron CEO Sanjay Mehrotra’s sale of 40,000 shares for approximately $38.8 million may weigh on sentiment, although insider sales do not necessarily indicate a change in business outlook. Micron CEO Share Sale

Insider Transactions at Micron Technology

In other Micron Technology news, Director Lynn A. Dugle sold 1,300 shares of the firm’s stock in a transaction on Tuesday, June 30th. The stock was sold at an average price of $1,150.43, for a total value of $1,495,559.00. Following the completion of the sale, the director owned 17,728 shares of the company’s stock, valued at approximately $20,394,823.04. This trade represents a 6.83% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CAO Scott R. Allen sold 879 shares of the business’s stock in a transaction on Thursday, July 23rd. The stock was sold at an average price of $1,000.00, for a total transaction of $879,000.00. Following the sale, the chief accounting officer owned 34,958 shares in the company, valued at $34,958,000. The trade was a 2.45% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 177,179 shares of company stock valued at $182,127,955 in the last three months. Insiders own 0.24% of the company’s stock.

Analyst Ratings Changes

MU has been the topic of several research reports. Raymond James Financial raised their price objective on shares of Micron Technology from $1,100.00 to $1,500.00 and gave the stock an “outperform” rating in a research report on Thursday, June 25th. BMO Capital Markets started coverage on Micron Technology in a research report on Friday, August 21st. They issued an “outperform” rating and a $1,300.00 price target on the stock. New Street Research raised Micron Technology from a “neutral” rating to a “buy” rating and set a $1,250.00 price objective for the company in a research note on Friday, August 14th. Wells Fargo & Company increased their price objective on Micron Technology from $1,220.00 to $1,525.00 and gave the stock an “overweight” rating in a research report on Thursday, June 25th. Finally, Morgan Stanley lifted their target price on Micron Technology from $1,050.00 to $1,200.00 and gave the company an “overweight” rating in a research note on Thursday, June 25th. Four investment analysts have rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and three have given a Hold rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Buy” and an average price target of $1,295.63.

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.