Investmark Advisory Group LLC Takes Position in Micron Technology, Inc. $MU

Investmark Advisory Group LLC acquired a new stake in shares of Micron Technology, Inc. (NASDAQ:MU) during the second quarter, according to its most recent filing with the Securities & Exchange Commission. The firm acquired 615 shares of the semiconductor manufacturer’s stock, valued at approximately $710,000.

Several other large investors have also recently made changes to their positions in MU. High Note Wealth LLC grew its position in shares of Micron Technology by 65.4% in the 4th quarter. High Note Wealth LLC now owns 86 shares of the semiconductor manufacturer’s stock worth $25,000 after buying an additional 34 shares during the last quarter. Kohmann Bosshard Financial Services LLC purchased a new stake in Micron Technology during the first quarter valued at approximately $27,000. Bayban acquired a new stake in Micron Technology in the fourth quarter valued at approximately $29,000. Luken Investment Analytics LLC acquired a new stake in Micron Technology in the fourth quarter valued at approximately $31,000. Finally, WealthCollab LLC grew its holdings in Micron Technology by 4,500.0% in the second quarter. WealthCollab LLC now owns 276 shares of the semiconductor manufacturer’s stock worth $34,000 after purchasing an additional 270 shares during the last quarter. 80.84% of the stock is owned by institutional investors.

Insider Activity

In other Micron Technology news, EVP Sumit Sadana sold 15,000 shares of the firm’s stock in a transaction that occurred on Tuesday, August 18th. The shares were sold at an average price of $934.29, for a total transaction of $14,014,350.00. Following the completion of the transaction, the executive vice president directly owned 191,021 shares of the company’s stock, valued at approximately $178,469,010.09. This trade represents a 7.28% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, EVP April S. Arnzen sold 40,000 shares of Micron Technology stock in a transaction that occurred on Wednesday, July 1st. The shares were sold at an average price of $1,083.94, for a total transaction of $43,357,600.00. Following the sale, the executive vice president owned 85,737 shares of the company’s stock, valued at approximately $92,933,763.78. The trade was a 31.81% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 177,204 shares of company stock valued at $182,156,264. 0.24% of the stock is owned by insiders.

Micron Technology Price Performance

NASDAQ MU opened at $932.86 on Friday. 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 stock’s fifty day moving average price is $951.63 and its 200 day moving average price is $714.71. Micron Technology, Inc. has a 1 year low of $114.25 and a 1 year high of $1,255.00. The company has a market cap of $1.05 trillion, a price-to-earnings ratio of 21.12 and a beta of 2.18.

Micron Technology (NASDAQ:MU) last issued 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. Micron Technology had a return on equity of 71.13% and a net margin of 55.91%.The company had revenue of $41.46 billion during the quarter, compared to analysts’ expectations of $35.91 billion. During the same quarter in the previous year, the firm posted $1.91 EPS. The firm’s revenue was up 345.8% compared to the same quarter last year. Micron Technology has set its Q4 2026 guidance at 30.000-32.000 EPS. As a group, equities research 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 paid a $0.15 dividend. This represents a $0.60 annualized dividend and a dividend yield of 0.1%. The ex-dividend date was Monday, July 6th. Micron Technology’s dividend payout ratio (DPR) is presently 1.36%.

Wall Street Analyst Weigh In

A number of analysts have recently weighed in on the company. Susquehanna raised their price objective on Micron Technology from $1,750.00 to $2,000.00 and gave the stock a “positive” rating in a research report on Thursday, June 25th. DA Davidson upped their target price on Micron Technology from $1,500.00 to $2,000.00 and gave the company a “buy” rating in a research report on Thursday, June 25th. Zacks Research cut Micron Technology from a “strong-buy” rating to a “hold” rating in a research note on Wednesday, August 19th. Barclays raised their price target on Micron Technology from $1,175.00 to $2,000.00 and gave the stock an “overweight” rating in a report on Thursday, June 25th. Finally, Seaport Research Partners restated a “buy” rating on shares of Micron Technology in a research note on Friday, August 14th. Four analysts have rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating and three have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Buy” and a consensus target price of $1,295.63.

Micron Technology News Roundup

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

• Positive Sentiment: AI demand is tightening memory supply. CEO Sanjay Mehrotra said data-center customers want roughly 50% more memory than Micron can currently supply, while Nvidia identified memory availability as a key constraint on AI-system growth. That supports Micron’s pricing power and demand visibility. Micron CEO AI Shift Breaks Traditional Memory Market Cycles
• Positive Sentiment: Nvidia’s purchasing commitments reinforce the bullish outlook. Nvidia reportedly more than doubled memory-related supplier commitments to $279 billion, potentially benefiting Micron as a major supplier. Micron also has approximately $22 billion in strategic commitments, including contracts extending through 2030. Nvidia Just Validated Micron’s Biggest AI Bull Case
• Positive Sentiment: Expansion plans strengthen Micron’s long-term positioning. The company is investing $10 billion in U.S. research labs, launching a $250 million venture fund and expanding its workforce-training infrastructure. President Donald Trump’s praise of Micron as one of the world’s “hottest” companies adds political visibility to the investment. Why Micron Stock Didn’t Get a Leg Up From SK Hynix’s Memory Optimism
• Neutral Sentiment: Analysts and bullish commentators point to surging DRAM and NAND prices, record margins and the possibility that AI demand has made memory cycles less volatile. However, much of this optimism may already be reflected in Micron’s substantial previous gains.
• Negative Sentiment: Profit-taking and valuation concerns are weighing on the shares. Micron has rallied sharply, encouraging investors to lock in gains even after favorable Nvidia news. A softer technology-market backdrop and concerns about potential U.S. chip tariffs are adding pressure. Why Is Micron Stock Falling
• Negative Sentiment: Investors remain concerned that the memory supercycle will eventually become cyclical. Increased industry capacity or new competitors could eventually reduce pricing and margins, while current supply shortages may constrain Nvidia’s shipments in the near term. Micron Stock Has Surged 220 Percent

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.