TSA Wealth Managment LLC Buys Shares of 627 Micron Technology, Inc. $MU

TSA Wealth Managment LLC purchased a new stake in Micron Technology, Inc. (NASDAQ:MU) during the second quarter, according to its most recent filing with the SEC. The firm purchased 627 shares of the semiconductor manufacturer’s stock, valued at approximately $724,000. Micron Technology accounts for 0.2% of TSA Wealth Managment LLC’s portfolio, making the stock its 29th biggest holding.

Several other large investors have also recently made changes to their positions in MU. Norges Bank bought a new stake in Micron Technology during the fourth quarter valued at about $6,433,456,000. AQR Capital Management LLC raised its holdings in Micron Technology by 411.9% in the third quarter. AQR Capital Management LLC now owns 3,627,022 shares of the semiconductor manufacturer’s stock worth $606,873,000 after purchasing an additional 2,918,535 shares in the last quarter. Arrowstreet Capital Limited Partnership lifted its position in shares of Micron Technology by 1,340.6% during the fourth quarter. Arrowstreet Capital Limited Partnership now owns 2,820,986 shares of the semiconductor manufacturer’s stock valued at $805,148,000 after buying an additional 2,625,169 shares during the last quarter. Amundi lifted its position in shares of Micron Technology by 65.0% during the fourth quarter. Amundi now owns 4,989,400 shares of the semiconductor manufacturer’s stock valued at $1,424,025,000 after buying an additional 1,965,319 shares during the last quarter. Finally, Vanguard Group Inc. boosted its holdings in shares of Micron Technology by 1.9% in the 4th quarter. Vanguard Group Inc. now owns 106,608,094 shares of the semiconductor manufacturer’s stock valued at $30,427,016,000 after buying an additional 1,954,644 shares in the last quarter. 80.84% of the stock is owned by institutional investors.

More Micron Technology News

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

• Positive Sentiment: $10 billion research commitment: Micron unveiled Micron Research Labs in Boise, backed by a planned $10 billion investment over the next decade. The facility will focus on memory, advanced packaging, computing systems and future semiconductor manufacturing, potentially strengthening Micron’s position in AI infrastructure. Micron Research Labs announcement
• Positive Sentiment: Strong AI demand outlook: CEO Sanjay Mehrotra said AI has fundamentally changed the traditional boom-and-bust memory cycle and that AI systems cannot scale without memory. Tight supply and demand for high-bandwidth memory, server DRAM and data-center products remain key bullish catalysts. Micron CEO AI demand comments
• Positive Sentiment: Upbeat analyst coverage: BMO Capital Markets initiated coverage with an “outperform” rating and a $1,300 price target. Separately, D.A. Davidson analyst Gil Luria reportedly raised his target to $2,000, keeping a Buy rating. These forecasts suggest analysts expect AI-driven memory pricing and earnings to support further gains. Micron price target commentary
• Positive Sentiment: Positive sector momentum: Strong demand and SK hynix’s $28.6 billion buyback are supporting confidence across memory stocks. Investors are also watching Nvidia’s upcoming earnings for evidence that AI infrastructure spending remains robust. Nvidia and Micron AI outlook
• Neutral Sentiment: Long-term expansion versus execution risk: Micron’s broader $50 billion Idaho manufacturing buildout should increase U.S. capacity and support future growth, but the scale of the spending raises capital-allocation, construction and execution risks.
• Negative Sentiment: Valuation and cyclicality concerns: Commentary warns that Micron’s record revenue has been driven primarily by higher memory prices rather than substantial shipment growth. Bears argue that memory remains cyclical and that AI optimism may already be reflected in the stock’s substantial prior rally. Micron memory price analysis
• Negative Sentiment: Market and analyst pressure: Rising Treasury yields have weighed on growth stocks, while Zacks Research downgraded Micron from “strong buy” to “hold.” Michael Burry’s warning that AI infrastructure may contain excessive leverage adds to broader sector risk.
• Negative Sentiment: Insider and institutional selling: EVP Sumit Sadana sold 15,000 shares for approximately $14 million, and Stanley Druckenmiller’s fund reportedly exited Micron during the second quarter. Neither transaction necessarily signals deteriorating fundamentals, but both can reinforce profit-taking concerns after the sharp advance. Micron insider sale
• Negative Sentiment: No near-term buyback: Micron is prioritizing large investments and cannot immediately match rivals’ aggressive repurchases, reducing a potential source of near-term shareholder support. Micron buyback analysis

Analysts Set New Price Targets

MU has been the topic of a number of analyst reports. DA Davidson lifted their price objective on shares of Micron Technology from $1,500.00 to $2,000.00 and gave the stock a “buy” rating in a research report on Thursday, June 25th. Susquehanna raised their target price on shares of Micron Technology from $1,750.00 to $2,000.00 and gave the company a “positive” rating in a research note on Thursday, June 25th. Wolfe Research set a $1,500.00 price target on shares of Micron Technology in a report on Thursday, June 25th. Zacks Research downgraded Micron Technology from a “strong-buy” rating to a “hold” rating in a research report on Wednesday. Finally, Raymond James Financial increased their price objective on Micron Technology from $1,100.00 to $1,500.00 and gave the company an “outperform” rating in a report on Thursday, June 25th. Three investment analysts have rated the stock with a Strong Buy rating, thirty-three have assigned a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Buy” and a consensus target price of $1,261.26.

Micron Technology Stock Down 0.8%

MU stock opened at $966.78 on Friday. The stock has a market capitalization of $1.09 trillion, a PE ratio of 21.89 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 quick ratio of 2.98, a current ratio of 3.42 and a debt-to-equity ratio of 0.05. The firm has a 50 day moving average of $967.02 and a 200 day moving average of $696.28.

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

Micron Technology Announces Dividend

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

Insiders Place Their Bets

In other news, Director Lynn A. Dugle sold 1,300 shares of the firm’s stock in a transaction dated 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 transaction, the director directly owned 17,728 shares in the company, valued at $20,394,823.04. This trade represents a 6.83% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, CAO Scott R. Allen sold 879 shares of Micron Technology stock in a transaction dated Thursday, July 23rd. The stock was sold at an average price of $1,000.00, for a total value of $879,000.00. Following the sale, the chief accounting officer directly owned 34,958 shares of the company’s stock, valued at $34,958,000. This trade represents a 2.45% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 177,179 shares of company stock valued at $181,826,211. Insiders own 0.24% of the company’s stock.

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.