MBL Wealth LLC Makes New Investment in Micron Technology, Inc. $MU

MBL Wealth LLC bought a new stake in Micron Technology, Inc. (NASDAQ:MU) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought 2,651 shares of the semiconductor manufacturer’s stock, valued at approximately $757,000.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. iA Global Asset Management Inc. increased its stake in shares of Micron Technology by 18.7% in the third quarter. iA Global Asset Management Inc. now owns 146,890 shares of the semiconductor manufacturer’s stock valued at $24,578,000 after buying an additional 23,117 shares in the last quarter. Cary Street Partners Financial LLC increased its stake in shares of Micron Technology by 25.0% in the second quarter. Cary Street Partners Financial LLC now owns 26,132 shares of the semiconductor manufacturer’s stock valued at $3,221,000 after buying an additional 5,233 shares in the last quarter. Wealthfront Advisers LLC increased its stake in shares of Micron Technology by 9.8% in the third quarter. Wealthfront Advisers LLC now owns 95,396 shares of the semiconductor manufacturer’s stock valued at $15,962,000 after buying an additional 8,489 shares in the last quarter. Westpac Banking Corp increased its stake in shares of Micron Technology by 251.0% in the third quarter. Westpac Banking Corp now owns 23,086 shares of the semiconductor manufacturer’s stock valued at $3,863,000 after buying an additional 16,509 shares in the last quarter. Finally, Generation Capital Management LLC acquired a new stake in shares of Micron Technology in the third quarter valued at $238,000. 80.84% of the stock is currently owned by institutional investors and hedge funds.

Micron Technology Price Performance

Shares of MU opened at $377.58 on Wednesday. The company has a current ratio of 2.90, a quick ratio of 2.32 and a debt-to-equity ratio of 0.13. Micron Technology, Inc. has a 1 year low of $63.52 and a 1 year high of $471.34. The stock has a market cap of $425.81 billion, a P/E ratio of 17.83 and a beta of 1.60. The stock’s 50-day moving average price is $402.23 and its two-hundred day moving average price is $303.88.

Micron Technology Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, April 15th. Shareholders of record on Monday, March 30th will be issued a dividend of $0.15 per share. This represents a $0.60 dividend on an annualized basis and a yield of 0.2%. This is an increase from Micron Technology’s previous quarterly dividend of $0.12. The ex-dividend date is Monday, March 30th. Micron Technology’s dividend payout ratio (DPR) is 2.83%.

Insider Buying and Selling

In other Micron Technology news, EVP April S. Arnzen sold 40,000 shares of the firm’s stock in a transaction dated Wednesday, April 1st. The stock was sold at an average price of $347.39, for a total transaction of $13,895,600.00. Following the transaction, the executive vice president owned 125,737 shares in the company, valued at approximately $43,679,776.43. This trade represents a 24.13% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Manish H. Bhatia sold 26,623 shares of the firm’s stock in a transaction dated Thursday, January 22nd. The stock was sold at an average price of $391.04, for a total value of $10,410,657.92. Following the transaction, the executive vice president owned 323,486 shares in the company, valued at approximately $126,495,965.44. This trade represents a 7.60% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have bought 23,200 shares of company stock worth $7,821,723 and have sold 91,623 shares worth $35,053,508. Insiders own 0.24% of the company’s stock.

Wall Street Analyst Weigh In

A number of brokerages have recently weighed in on MU. Wells Fargo & Company raised their target price on Micron Technology from $470.00 to $550.00 and gave the company an “overweight” rating in a research note on Thursday, March 19th. JPMorgan Chase & Co. lifted their price objective on Micron Technology from $350.00 to $550.00 and gave the stock an “overweight” rating in a research report on Thursday, March 19th. Weiss Ratings reiterated a “buy (b-)” rating on shares of Micron Technology in a research report on Thursday, January 29th. Wedbush lifted their price objective on Micron Technology from $320.00 to $500.00 and gave the stock an “outperform” rating in a research report on Friday, March 13th. Finally, The Goldman Sachs Group lifted their price objective on Micron Technology from $360.00 to $400.00 and gave the stock a “neutral” rating in a research report on Thursday, March 19th. Five investment analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat.com, Micron Technology presently has an average rating of “Buy” and a consensus target price of $463.71.

Micron Technology News Roundup

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

• Positive Sentiment: KeyBanc reiterated a Buy and kept a lofty $600 price target, reinforcing an upside narrative that MU’s HBM exposure to AI servers could drive continued earnings upside. 5-star analyst makes a bold call on Micron stock
• Positive Sentiment: MarketBeat and other outlets point to heavy institutional accumulation, technical signs of a bottom, and forecasts that HBM shortages/pricing could extend into 2027 — a setup that supports higher revenue and margins if production remains constrained. The Bottom Is in for Micron Stock: 3 Signals to Buy Now
• Positive Sentiment: Micron’s strategic capacity moves — including the P5 site acquisition and industry-wide multi‑billion capex plans — aim to lock in share of a tight HBM market and support long-term AI-related revenue growth. Micron Technology (MU) Well-Positioned With New P5 Site Acquisition
• Neutral Sentiment: Some analysts and pieces urge caution: growth is real but volatile — investors should watch order/backlog and capex timing (a single chart can change the buy/sell case). This is a reminder the stock can swing sharply around earnings and cycle shifts. 1 Chart Investors Needs to See Before Buying Micron Technology Stock
• Negative Sentiment: Critical caution pieces label MU a crowded, cyclical bet at current levels — warning that outsized gains can reverse if the AI buildout cools or supply dynamics shift. Micron Technology: Crowded Bet On A Cyclical High
• Negative Sentiment: An analyst downgrade (Erste Group to Hold) and reported insider selling add friction to the rally and can weigh on near‑term sentiment even as fundamentals stay strong. Micron Technology (MU) Gets Downgraded by Analyst
• Negative Sentiment: Software improvements like compression (e.g., TurboQuant) and concerns about capex timing could temper HBM demand per unit — a structural headwind that analysts are watching closely. Nvidia’s Artificial Intelligence (AI) Chips Still Need Memory. Here’s Why the Micron Sell-Off Has Gone Too Far.

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.