2,345 Micron Technology, Inc. $MU Shares Acquired by Linden Rose Investment LLC

Linden Rose Investment LLC raised its position in Micron Technology, Inc. (NASDAQ:MU) by 9.4% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 27,326 shares of the semiconductor manufacturer’s stock after acquiring an additional 2,345 shares during the period. Micron Technology comprises approximately 25.1% of Linden Rose Investment LLC’s holdings, making the stock its 3rd largest holding. Linden Rose Investment LLC’s holdings in Micron Technology were worth $29,105,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently bought and sold shares of MU. Bullseye Investment Management LLC bought a new position in shares of Micron Technology during the 2nd quarter worth about $27,000. Aventus Investment Advisors Inc. acquired a new stake in shares of Micron Technology during the 3rd quarter valued at about $30,000. Steph & Co. bought a new stake in Micron Technology in the third quarter valued at about $31,000. Montgomery Financial Services LLC bought a new stake in Micron Technology in the second quarter valued at about $38,000. Finally, Bfsg LLC raised its position in Micron Technology by 1,950.0% in the third quarter. Bfsg LLC now owns 41 shares of the semiconductor manufacturer’s stock worth $44,000 after purchasing an additional 39 shares in the last quarter. Institutional investors and hedge funds own 80.84% of the company’s stock.

Insider Activity at Micron Technology

In related news, EVP Sumit Sadana sold 15,000 shares of Micron Technology stock in a transaction dated Tuesday, August 18th. The stock was sold at an average price of $934.29, for a total value of $14,014,350.00. Following the completion of the sale, the executive vice president directly owned 191,021 shares in the company, valued at $178,469,010.09. This trade represents a 7.28% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Sanjay Mehrotra sold 40,000 shares of the business’s stock in a transaction dated Friday, August 21st. The stock was sold at an average price of $968.90, for a total value of $38,756,000.00. Following the sale, the chief executive officer directly owned 264,503 shares of the company’s stock, valued at $256,276,956.70. This represents a 13.14% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 83,545 shares of company stock worth $78,460,850 over the last 90 days. Insiders own 0.24% of the company’s stock.

Key Headlines Impacting Micron Technology

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

• Positive Sentiment: Micron’s latest quarter showed sharply higher sales, and its next-quarter revenue guidance reportedly exceeded Wall Street expectations. Analysts cited continued memory demand, especially for AI systems, as support for the business outlook. Why Micron Stock Is Up Today
• Positive Sentiment: Some investors and analysts view the recent selloff as excessive, pointing to Micron’s low forward valuation, customer commitments, and potential for buybacks. A separate analysis argues that U.S. DRAM production could be economically viable with government incentives and customer premiums. Micron: The Story Is Far From Being Over (Rating Upgrade)
• Neutral Sentiment: The stock’s sharp swings reflect a split outlook: robust current memory demand and results are being balanced against uncertainty about how durable AI-related spending will be. Micron Stock Rebounds After Selloff as AI Demand Risks Persist
• Negative Sentiment: Investors remain concerned that proposed restrictions on AI data centers—including permitting, power-use, and environmental rules—could delay projects and curb demand for memory chips. These fears helped drive the prior session’s steep decline. Could Micron Face Slower AI Demand From New Data Center Rules?
• Negative Sentiment: A reported pause in construction of Micron’s planned Taiwan facility, following a labor dispute, adds uncertainty around its manufacturing expansion and future capacity. Micron Plunges Amid Chip Selloff and Taiwan Plant Halt

Micron Technology Price Performance

Shares of NASDAQ:MU traded up $33.61 during midday trading on Friday, reaching $690.00. The company’s stock had a trading volume of 44,738,293 shares, compared to its average volume of 26,678,026. The business’s fifty day simple moving average is $961.59 and its 200-day simple moving average is $754.99. The company has a debt-to-equity ratio of 0.03, a current ratio of 3.31 and a quick ratio of 2.94. Micron Technology, Inc. has a fifty-two week low of $192.59 and a fifty-two week high of $1,255.00. The company has a market capitalization of $780.68 billion, a P/E ratio of 9.30, a P/E/G ratio of 0.14 and a beta of 2.36.

Micron Technology (NASDAQ:MU) last issued its quarterly earnings data on Wednesday, September 30th. The semiconductor manufacturer reported $33.42 EPS for the quarter, topping analysts’ consensus estimates of $31.77 by $1.65. Micron Technology had a net margin of 63.80% and a return on equity of 92.62%. The firm had revenue of $54.23 billion for the quarter, compared to analyst estimates of $51.33 billion. During the same quarter in the prior year, the firm earned $3.03 EPS. The company’s revenue was up 379.1% on a year-over-year basis. Micron Technology has set its Q1 2027 guidance at 37.150-39.150 EPS. As a group, equities research analysts expect that Micron Technology, Inc. will post 175.19 EPS for the current fiscal year.

Micron Technology Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Thursday, October 29th. Stockholders of record on Wednesday, October 14th were paid a $0.15 dividend. This represents a $0.60 annualized dividend and a dividend yield of 0.1%. The ex-dividend date of this dividend was Wednesday, October 14th. Micron Technology’s dividend payout ratio (DPR) is 0.81%.

Analyst Ratings Changes

A number of research analysts have commented on the stock. Cantor Fitzgerald restated an “overweight” rating and set a $2,000.00 price target on shares of Micron Technology in a research note on Thursday, October 1st. Susquehanna reiterated a “positive” rating on shares of Micron Technology in a research note on Thursday, October 1st. Daiwa Securities Group increased their target price on Micron Technology from $1,600.00 to $1,700.00 and gave the stock a “buy” rating in a report on Friday, July 17th. Citigroup boosted their price target on Micron Technology from $1,150.00 to $1,300.00 and gave the company a “buy” rating in a research note on Wednesday, September 23rd. Finally, Rosenblatt Securities reiterated a “buy” rating and issued a $1,900.00 price target on shares of Micron Technology in a research report on Thursday, October 22nd. One analyst has rated the stock with a Strong Buy rating, forty-one have given a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $1,407.88.

Micron Technology Profile

Micron Technology is a semiconductor company that designs and manufactures memory and storage products. Its portfolio includes dynamic random-access memory (DRAM), NAND flash memory, NOR flash memory, solid-state drives, and other memory solutions used in computing and electronic devices.

Micron’s products serve a range of markets, including data centers, personal computers, smartphones, automotive systems, and industrial applications. The company sells its products and solutions to customers around the world.

Founded in 1978 and headquartered in Boise, Idaho, Micron has grown into a global technology company with operations and customers across multiple regions.