Micron Technology, Inc. $MU Shares Sold by United Capital Financial Advisors LLC

United Capital Financial Advisors LLC decreased its stake in Micron Technology, Inc. (NASDAQ:MU) by 2.4% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 37,830 shares of the semiconductor manufacturer’s stock after selling 930 shares during the period. United Capital Financial Advisors LLC’s holdings in Micron Technology were worth $43,667,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in MU. Brighton Jones LLC increased its position in Micron Technology by 18.3% in the fourth quarter. Brighton Jones LLC now owns 6,318 shares of the semiconductor manufacturer’s stock worth $532,000 after buying an additional 976 shares during the period. Sivia Capital Partners LLC boosted its holdings in shares of Micron Technology by 21.7% during 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 period. United Bank bought a new position in shares of Micron Technology during the second quarter worth about $236,000. Schnieders Capital Management LLC. grew its position 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 acquiring an additional 6,867 shares during the last quarter. Finally, Sei Investments Co. increased its holdings in shares of Micron Technology by 5.6% in the 2nd quarter. Sei Investments Co. now owns 405,545 shares of the semiconductor manufacturer’s stock worth $49,987,000 after acquiring an additional 21,619 shares during the period. Institutional investors and hedge funds own 80.84% of the company’s stock.

Insider Transactions at Micron Technology

In other news, EVP Sumit Sadana sold 15,000 shares of the company’s stock in a transaction on 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 owned 191,021 shares in the company, valued at $178,469,010.09. This represents a 7.28% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Also, EVP April S. Arnzen sold 40,000 shares of the firm’s stock in a transaction dated Wednesday, July 1st. The shares were sold at an average price of $1,083.94, for a total value of $43,357,600.00. Following the transaction, the executive vice president directly owned 85,737 shares of the company’s stock, valued at $92,933,763.78. This represents a 31.81% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 177,204 shares of company stock valued at $182,156,264 over the last three months. 0.24% of the stock is owned by company insiders.

Micron Technology Stock Performance

Shares of MU opened at $1,016.59 on Monday. The firm has a market capitalization of $1.15 trillion, a PE ratio of 23.02, a P/E/G ratio of 0.64 and a beta of 2.22. 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 price of $935.15 and a 200 day moving average price of $736.78. Micron Technology, Inc. has a 52-week low of $125.66 and a 52-week high of $1,255.00.

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

Micron Technology Announces Dividend

The company also recently announced 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. The ex-dividend date of this dividend was Monday, July 6th. This represents a $0.60 annualized dividend and a yield of 0.1%. Micron Technology’s payout ratio is presently 1.36%.

Key Micron Technology News

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

• Positive Sentiment: AI memory demand remains the key catalyst. Micron is reportedly increasing production capacity for more profitable, high-demand memory products used in AI servers, including high-bandwidth memory (HBM). Investors see sustained hyperscaler spending as supporting pricing, revenue and margins. Micron is doubling down on AI memory chips
• Positive Sentiment: Memory stocks led the market. Micron and other memory-related companies benefited from renewed enthusiasm for AI infrastructure, the release of a new OpenAI model and expectations that the NAND pricing cycle may be strengthening. Memory and AI-related stocks lead the market
• Positive Sentiment: Analyst upside forecasts added support. Lynx Equity Strategies said volatility has normalized and maintained an aggressive price target of $1,325 for MU, implying substantial potential upside from recent levels. Lynx Equity sees Micron and SanDisk breakout
• Positive Sentiment: Recent operating results provide fundamental support. Micron’s latest reported quarter significantly exceeded earnings and revenue expectations, with revenue up sharply year over year. The company also issued strong fourth-quarter guidance, reinforcing the view that AI-related memory shortages are translating into exceptional profitability.
• Neutral Sentiment: Long-term customer agreements may reduce—but not eliminate—cyclicality. Reports highlight 16 strategic agreements extending through 2030, some with price floors or bands. These contracts could improve earnings visibility, although investors remain concerned that new industry capacity could eventually pressure pricing. Micron’s contracts reveal the next AI bottleneck
• Negative Sentiment: Competition and execution risks remain. Chinese chipmaker CXMT is gaining DRAM market share, while planned capacity investments by Asian producers could eventually create oversupply. Micron also faces potential labor disruption in Taiwan after unions sought substantially higher compensation, creating a risk to costs and supply continuity. Chinese chipmaker CXMT gains DRAM share

Wall Street Analysts Forecast Growth

MU has been the topic of several recent research reports. Wolfe Research set a $1,500.00 price objective on shares of Micron Technology in a research report on Thursday, June 25th. Stifel Nicolaus raised their price target on shares of Micron Technology from $550.00 to $1,500.00 and gave the company a “buy” rating in a research note on Thursday, June 18th. TD Cowen reaffirmed a “buy” rating on shares of Micron Technology in a report on Friday, July 10th. Mizuho reduced their price objective on Micron Technology from $1,375.00 to $1,300.00 and set an “outperform” rating for the company in a research report on Tuesday, August 25th. Finally, Cantor Fitzgerald reiterated an “overweight” rating and set a $1,500.00 price objective on shares of Micron Technology in a research report on Thursday, June 25th. Four research 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, the stock has a consensus rating of “Buy” and a consensus target price 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.