836 Shares in Micron Technology, Inc. $MU Acquired by Unique Wealth Strategies LLC

Unique Wealth Strategies LLC purchased a new stake in Micron Technology, Inc. (NASDAQ:MU) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 836 shares of the semiconductor manufacturer’s stock, valued at approximately $965,000.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Norges Bank purchased a new stake in Micron Technology during the fourth quarter worth approximately $6,433,456,000. AQR Capital Management LLC raised its stake in shares of Micron Technology by 411.9% in the 3rd quarter. AQR Capital Management LLC now owns 3,627,022 shares of the semiconductor manufacturer’s stock valued at $606,873,000 after acquiring an additional 2,918,535 shares during the period. Arrowstreet Capital Limited Partnership raised its stake in shares of Micron Technology by 1,340.6% in the 4th quarter. Arrowstreet Capital Limited Partnership now owns 2,820,986 shares of the semiconductor manufacturer’s stock valued at $805,148,000 after acquiring an additional 2,625,169 shares during the period. Amundi lifted its holdings in shares of Micron Technology by 65.0% during the 4th quarter. Amundi now owns 4,989,400 shares of the semiconductor manufacturer’s stock valued at $1,424,025,000 after acquiring an additional 1,965,319 shares in the last quarter. Finally, Vanguard Group Inc. lifted its holdings in shares of Micron Technology by 1.9% during 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 acquiring an additional 1,954,644 shares in the last quarter. 80.84% of the stock is owned by institutional investors and hedge funds.

Micron Technology Stock Performance

Micron Technology stock opened at $971.66 on Friday. Micron Technology, Inc. has a 12-month low of $113.46 and a 12-month high of $1,255.00. The company has a debt-to-equity ratio of 0.05, a current ratio of 3.42 and a quick ratio of 2.98. The company has a market capitalization of $1.10 trillion, a price-to-earnings ratio of 22.00 and a beta of 2.18. The firm’s fifty day moving average price is $965.49 and its 200 day moving average price is $677.08.

Micron Technology (NASDAQ:MU) last posted its quarterly earnings data on Wednesday, June 24th. The semiconductor manufacturer reported $25.11 earnings per share for the quarter, beating analysts’ consensus estimates of $21.39 by $3.72. The company 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 firm’s revenue for the quarter was up 345.8% on a year-over-year basis. During the same period in the prior year, the company posted $1.91 EPS. Micron Technology has set its Q4 2026 guidance at 30.000-32.000 EPS. On average, research analysts forecast that Micron Technology, Inc. will post 72.93 EPS for the current fiscal year.

Micron Technology Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, July 21st. Investors of record on Monday, July 6th were paid a $0.15 dividend. The ex-dividend date was Monday, July 6th. This represents a $0.60 annualized dividend and a dividend yield of 0.1%. Micron Technology’s payout ratio is 1.36%.

Micron Technology News Roundup

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

• Positive Sentiment: New Street upgraded Micron to “Buy” from “Neutral” and set a $1,250 price target, citing the possibility that AI is making memory demand less cyclical. The firm projects a potential $2 trillion-$3 trillion valuation for Micron by the end of the decade. Micron Upgraded to Buy on the Claim Memory Stopped Being Cyclical
• Positive Sentiment: DRAM and NAND prices are tightening again, potentially increasing the earnings impact of Micron’s rapidly expanding data-center business. Analysts are continuing to raise revenue estimates and price targets as AI infrastructure spending supports demand for high-bandwidth memory and storage. Micron Stock Jumps as Memory Pricing Tightens Again
• Positive Sentiment: Micron launched a $250 million Micron Ventures Paradigm Fund to invest across the AI technology stack, including model development, computing infrastructure, enterprise applications and physical AI. The initiative could strengthen partnerships and give Micron earlier insight into future memory and storage requirements. Micron Ventures Launches $250 Million Fund
• Neutral Sentiment: Broader semiconductor strength, record U.S. equity benchmarks and easing rate-hike expectations are supporting risk appetite for memory stocks. Technical analysts also identify approximately $1,012 as an important near-term resistance level. Micron Price Forecast
• Negative Sentiment: Risks remain from rising Chinese competition and execution timing. YMTC has surpassed Micron in NAND shipments, while Micron’s new $9.3 billion fabrication plant is not expected to produce chips until 2028. Michael Burry has also increased bearish positions involving Micron, underscoring concerns about valuation, supply growth and a possible return of memory-cycle volatility.

Analysts Set New Price Targets

A number of analysts recently weighed in on MU shares. DA Davidson upped their price target 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. The Goldman Sachs Group boosted their price objective on Micron Technology from $900.00 to $1,100.00 and gave the stock a “neutral” rating in a research note on Thursday, June 25th. Mizuho upped their target price on Micron Technology from $1,150.00 to $1,375.00 and gave the stock an “outperform” rating in a research report on Thursday, June 25th. TD Cowen reaffirmed a “buy” rating on shares of Micron Technology in a research report on Friday, July 10th. Finally, Rosenblatt Securities increased their target price on Micron Technology from $1,200.00 to $1,500.00 and gave the company a “buy” rating in a research note on Thursday, June 25th. Four equities research analysts have rated the stock with a Strong Buy rating, thirty-two have given a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat, the stock has an average rating of “Buy” and a consensus target price of $1,259.97.

Insiders Place Their Bets

In related news, CAO Scott R. Allen sold 879 shares of the 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 completion of the transaction, the chief accounting officer owned 34,958 shares of the company’s stock, valued at approximately $34,958,000. This represents a 2.45% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this link. Also, CEO Sanjay Mehrotra sold 37,439 shares of the firm’s stock in a transaction that occurred on Friday, May 29th. The shares were sold at an average price of $960.38, for a total value of $35,955,666.82. Following the sale, the chief executive officer owned 387,064 shares of the company’s stock, valued at approximately $371,728,524.32. This trade represents a 8.82% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 162,179 shares of company stock worth $167,811,861. 0.24% of the stock is owned by insiders.

About Micron Technology

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.