Scratch Capital LLC Sells 2,081 Shares of Micron Technology, Inc. $MU

Scratch Capital LLC lowered its position in Micron Technology, Inc. (NASDAQ:MU) by 52.0% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 1,922 shares of the semiconductor manufacturer’s stock after selling 2,081 shares during the quarter. Micron Technology comprises about 0.4% of Scratch Capital LLC’s portfolio, making the stock its 29th largest position. Scratch Capital LLC’s holdings in Micron Technology were worth $548,000 at the end of the most recent reporting period.

Other large investors have also recently made changes to their positions in the company. REAP Financial Group LLC purchased a new stake in Micron Technology in the 3rd quarter worth about $25,000. Barnes Dennig Private Wealth Management LLC purchased a new position in shares of Micron Technology during the third quarter valued at approximately $27,000. Elevation Wealth Partners LLC boosted its position in shares of Micron Technology by 295.8% during the fourth quarter. Elevation Wealth Partners LLC now owns 95 shares of the semiconductor manufacturer’s stock valued at $27,000 after buying an additional 71 shares during the period. Howard Hughes Medical Institute bought a new position in shares of Micron Technology during the second quarter valued at approximately $30,000. Finally, Cullen Frost Bankers Inc. raised its holdings in shares of Micron Technology by 79.3% in the third quarter. Cullen Frost Bankers Inc. now owns 199 shares of the semiconductor manufacturer’s stock worth $33,000 after buying an additional 88 shares during the period. 80.84% of the stock is owned by hedge funds and other institutional investors.

Micron Technology Price Performance

NASDAQ MU opened at $382.09 on Thursday. The company has a market cap of $430.89 billion, a PE ratio of 18.04 and a beta of 1.50. The firm’s 50 day moving average price is $405.94 and its 200-day moving average price is $289.84. The company has a debt-to-equity ratio of 0.13, a quick ratio of 2.32 and a current ratio of 2.90. Micron Technology, Inc. has a 52-week low of $61.54 and a 52-week high of $471.34.

Micron Technology Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, April 15th. Stockholders of record on Monday, March 30th will be issued a $0.15 dividend. The ex-dividend date is Monday, March 30th. This represents a $0.60 dividend on an annualized basis and a dividend yield of 0.2%. This is a boost from Micron Technology’s previous quarterly dividend of $0.12. Micron Technology’s dividend payout ratio (DPR) is 2.17%.

Analyst Upgrades and Downgrades

A number of equities analysts recently issued reports on MU shares. William Blair initiated coverage on Micron Technology in a report on Thursday, January 22nd. They set an “outperform” rating for the company. Rosenblatt Securities reissued a “buy” rating and set a $500.00 target price on shares of Micron Technology in a research note on Monday, March 16th. Wells Fargo & Company raised their price target on shares of Micron Technology from $470.00 to $550.00 and gave the stock an “overweight” rating in a research note on Thursday, March 19th. Stifel Nicolaus boosted their price objective on shares of Micron Technology from $360.00 to $550.00 and gave the company a “buy” rating in a research report on Monday, March 2nd. Finally, Phillip Securities raised shares of Micron Technology to a “strong-buy” rating in a research note on Monday, February 2nd. Five research analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Buy” and an average target price of $466.75.

Insider Buying and Selling

In other Micron Technology news, CAO Scott R. Allen sold 2,000 shares of the business’s stock in a transaction dated Tuesday, January 6th. The shares were sold at an average price of $337.50, for a total value of $675,000.00. Following the completion of the transaction, the chief accounting officer directly owned 38,237 shares in the company, valued at approximately $12,904,987.50. The trade was a 4.97% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, EVP Manish H. Bhatia sold 26,623 shares of the stock in a transaction dated Thursday, January 22nd. The shares were sold at an average price of $391.04, for a total transaction of $10,410,657.92. Following the sale, the executive vice president directly owned 323,486 shares of the company’s stock, valued at approximately $126,495,965.44. The trade was a 7.60% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have acquired 23,200 shares of company stock valued at $7,821,723 and have sold 53,623 shares valued at $21,832,908. 0.24% of the stock is currently owned by company insiders.

Key Stories Impacting Micron Technology

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

• Positive Sentiment: Blowout results: Micron reported a massive revenue and margin beat (Q2 revenue nearly tripled year-over-year and management guided strong margins), which underpins bullish analyst upgrades and higher long-term price targets. Micron Technology’s Earnings Skyrocketed 771% Last Quarter
• Positive Sentiment: Analyst and investor support: Multiple firms have raised targets and upgraded MU (MarketBeat / Raymond James coverage cited big target lifts), and high-profile bulls (e.g., Ross Gerber) called Micron a strong AI-memory play. Micron stock sinks for a fourth straight day despite dominant earnings report Ross Gerber Flags Micron Technology As ‘Very Good Chip Company’
• Positive Sentiment: Shareholder returns: Micron raised its dividend ~30% and launched cash tender offers for several senior notes, signaling capital allocation moves that many investors view positively. One More Reason to Buy Micron Stock Micron Announces Cash Tender Offers for Certain Senior Notes
• Neutral Sentiment: Tender offers detail: The buybacks of senior notes (several series, settlement expected Apr 3) reduce outstanding debt but also consume cash — impact depends on participation and financing choices. Micron Announces Cash Tender Offers
• Negative Sentiment: Google AI compression risk: Google published research claiming model memory needs could be cut ~6x; investors sold memory names on the risk that future DRAM/HBM demand could slow as models become more memory‑efficient. A Google AI breakthrough is pressuring memory chip stocks
• Negative Sentiment: Orderbook & concentration risks: Analysts flagged potential softness — large customers (e.g., OpenAI) account for a big share of DRAM orders and overordering or cancellations are a concern, prompting downgrades and caution. Micron: Softness In DRAM Orders (Rating Downgrade)
• Negative Sentiment: Capex and cycle worries: Micron’s aggressive capex guidance (large FY26/FY27 spend) and competitor investment moves (SK Hynix) have made some investors fear overcapacity, lower capital efficiency and margin pressure down the road. The ‘Problem’ With Micron’s Guidance Micron stock sinks for a fourth straight day despite dominant earnings report

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.