Moors & Cabot Inc. Purchases 7,181 Shares of Micron Technology, Inc. $MU

Moors & Cabot Inc. boosted its position in Micron Technology, Inc. (NASDAQ:MU) by 31.1% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 30,292 shares of the semiconductor manufacturer’s stock after buying an additional 7,181 shares during the quarter. Moors & Cabot Inc.’s holdings in Micron Technology were worth $5,068,000 at the end of the most recent reporting period.

Several other institutional investors have also recently bought and sold shares of MU. REAP Financial Group LLC bought a new stake in Micron Technology during the third quarter valued at about $25,000. Barnes Dennig Private Wealth Management LLC acquired a new position in shares of Micron Technology during the 3rd quarter worth about $27,000. Howard Hughes Medical Institute bought a new stake in Micron Technology during the 2nd quarter valued at approximately $30,000. Cullen Frost Bankers Inc. grew its holdings in Micron Technology by 79.3% in the 3rd quarter. Cullen Frost Bankers Inc. now owns 199 shares of the semiconductor manufacturer’s stock valued at $33,000 after buying an additional 88 shares during the last quarter. Finally, WealthCollab LLC increased its position in Micron Technology by 4,500.0% in the 2nd quarter. WealthCollab LLC now owns 276 shares of the semiconductor manufacturer’s stock worth $34,000 after buying an additional 270 shares during the period. Institutional investors own 80.84% of the company’s stock.

More Micron Technology News

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

• Positive Sentiment: Wall Street lifts targets and ratings — multiple brokers (RBC, TD Cowen, Rosenblatt, Baird and others) have raised price targets into the ~$500 area on stronger AI memory demand and tighter DRAM pricing, supporting upside expectations. Article Title
• Positive Sentiment: Production milestones: Micron says HBM4 36GB, PCIe Gen6 SSD and SOCAMM2 families are in high‑volume production — these product ramps directly address data‑center/AI customers (NVIDIA cited) and should support near‑term revenue and margin improvements. Article Title
• Positive Sentiment: Tongluo (Taiwan) acquisition and second‑fab plan — Micron completed the PSMC Tongluo P5 site acquisition and plans a second facility, expanding cleanroom capacity to support AI DRAM/HBM shipments (meaningful shipments expected from fiscal 2028). This strengthens capacity roadmap for sustained AI demand. Article Title
• Neutral Sentiment: Momentum and technicals: MU is trading near 52‑week highs with bullish MACD and strong institutional flows; technical strength is attracting momentum traders into earnings week. Article Title
• Neutral Sentiment: Pre‑earnings positioning and mixed investor moves — hedge funds and some billionaire filings show rotation into MU while others trim peers; traders are pricing in a possible beat but volatility around the print remains possible. Article Title
• Negative Sentiment: Downcycle risk and timing: some analysts and commentary warn a memory downcycle could arrive sooner than expected, and the Tongluo site won’t meaningfully contribute until FY2028 — both raise execution/timing risk for near‑term revenue. Article Title
• Negative Sentiment: Insider selling: public filings and data summaries show notable insider sales activity in recent months, which some investors view as a cautionary flag despite institutional accumulation. Article Title

Micron Technology Stock Performance

Micron Technology stock opened at $441.80 on Tuesday. The firm has a market capitalization of $497.25 billion, a P/E ratio of 42.00 and a beta of 1.50. The stock has a fifty day moving average price of $393.94 and a two-hundred day moving average price of $276.09. Micron Technology, Inc. has a 52-week low of $61.54 and a 52-week high of $455.50. The company has a debt-to-equity ratio of 0.19, a current ratio of 2.46 and a quick ratio of 1.78.

Micron Technology (NASDAQ:MU) last posted its earnings results on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 earnings per share for the quarter, topping the consensus estimate of $3.77 by $1.01. The business had revenue of $13.64 billion for the quarter, compared to analyst estimates of $12.62 billion. Micron Technology had a net margin of 28.15% and a return on equity of 22.71%. The firm’s quarterly revenue was up 56.7% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $1.79 EPS. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. As a group, analysts anticipate that Micron Technology, Inc. will post 6.08 EPS for the current fiscal year.

Micron Technology Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, January 14th. Shareholders of record on Monday, December 29th were paid a dividend of $0.115 per share. This represents a $0.46 annualized dividend and a yield of 0.1%. The ex-dividend date of this dividend was Monday, December 29th. Micron Technology’s dividend payout ratio is currently 4.37%.

Insider Activity at Micron Technology

In other news, CAO Scott R. Allen sold 2,000 shares of the firm’s stock in a transaction that occurred on Tuesday, January 6th. The shares were sold at an average price of $337.50, for a total transaction of $675,000.00. Following the completion of the sale, the chief accounting officer owned 38,237 shares of the company’s stock, valued at approximately $12,904,987.50. This trade represents a 4.97% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, Director Teyin M. Liu bought 7,820 shares of Micron Technology stock in a transaction dated Wednesday, January 14th. The stock was acquired at an average cost of $337.50 per share, for a total transaction of $2,639,250.00. Following the completion of the acquisition, the director directly owned 25,910 shares in the company, valued at $8,744,625. This represents a 43.23% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. In the last quarter, insiders have acquired 23,200 shares of company stock valued at $7,821,723 and have sold 73,623 shares valued at $27,307,408. Corporate insiders own 0.24% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms recently commented on MU. William Blair began coverage on shares of Micron Technology in a research note on Thursday, January 22nd. They set an “outperform” rating for the company. Itau BBA Securities restated an “outperform” rating on shares of Micron Technology in a research report on Thursday, December 18th. The Goldman Sachs Group restated a “neutral” rating and set a $360.00 price objective on shares of Micron Technology in a report on Monday, March 2nd. Sanford C. Bernstein increased their target price on shares of Micron Technology from $270.00 to $330.00 and gave the company an “outperform” rating in a research note on Friday, January 2nd. Finally, HSBC boosted their price target on Micron Technology from $350.00 to $500.00 and gave the company a “buy” rating in a research note on Friday, January 23rd. Six equities research analysts have rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat.com, Micron Technology presently has an average rating of “Buy” and an average price target of $394.59.

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.