Troluce Capital Advisors LLC Increases Stake in Micron Technology, Inc. $MU

Troluce Capital Advisors LLC lifted its holdings in shares of Micron Technology, Inc. (NASDAQ:MU) by 122.2% during the 1st quarter, according to the company in its most recent filing with the SEC. The fund owned 20,000 shares of the semiconductor manufacturer’s stock after purchasing an additional 11,000 shares during the period. Troluce Capital Advisors LLC’s holdings in Micron Technology were worth $6,757,000 as of its most recent filing with the SEC.

Several other hedge funds have also added to or reduced their stakes in the business. Signature Equity Partners LLC boosted its holdings in Micron Technology by 6.3% during the 1st quarter. Signature Equity Partners LLC now owns 253 shares of the semiconductor manufacturer’s stock valued at $86,000 after acquiring an additional 15 shares during the period. Clearwater Capital Advisors LLC lifted its position in Micron Technology by 1.1% in the first quarter. Clearwater Capital Advisors LLC now owns 1,617 shares of the semiconductor manufacturer’s stock valued at $546,000 after purchasing an additional 18 shares during the last quarter. Capital Advisors Ltd. LLC lifted its position in Micron Technology by 10.3% in the first quarter. Capital Advisors Ltd. LLC now owns 247 shares of the semiconductor manufacturer’s stock valued at $83,000 after purchasing an additional 23 shares during the last quarter. Manning & Napier Advisors LLC boosted its stake in shares of Micron Technology by 2.4% during the fourth quarter. Manning & Napier Advisors LLC now owns 1,030 shares of the semiconductor manufacturer’s stock valued at $301,000 after purchasing an additional 24 shares during the period. Finally, Essex Bank grew its holdings in shares of Micron Technology by 2.0% in the first quarter. Essex Bank now owns 1,252 shares of the semiconductor manufacturer’s stock worth $423,000 after purchasing an additional 24 shares during the last quarter. 80.84% of the stock is owned by institutional investors.

Key Micron Technology News

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

• Positive Sentiment: Micron remains a key beneficiary of AI infrastructure spending, with bullish coverage highlighting rising demand for HBM, DRAM and NAND as memory intensity increases in next-generation AI systems. Micron Is A Strong Buy Again Because Of Kimi K3
• Positive Sentiment: Micron’s HBM4 ramp-up and faster yield gains could support revenue and margin growth, reinforcing its position in the AI memory race. Micron Boosts HBM4 Ramp-Up: Will It Help MU Lead the AI Memory Race?
• Neutral Sentiment: Analysts and market commentators continue to point to strong long-term fundamentals, but this support is being offset by near-term volatility in the chip trade. Micron Stock Price Stalls Below $1,000 – Here’s Why Analysts Aren’t Worried
• Negative Sentiment: Semiconductor stocks are sliding broadly as investors lock in gains after a huge 2026 rally, with valuation concerns and leveraged-position unwinding hitting the group. Semiconductor Crossroads: Healthy Consolidation or Deeper Repricing?
• Negative Sentiment: Chip stocks, including Micron, are also being pressured by weakness in Korean memory names and concern over Chinese memory developments, adding to the selloff in U.S. memory shares. Why Micron and other major chip stocks are falling — even as the rest of tech holds up

Wall Street Analyst Weigh In

A number of equities research analysts recently commented 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 company a “buy” rating in a report on Thursday, June 25th. Raymond James Financial boosted their price objective on shares of Micron Technology from $1,100.00 to $1,500.00 and gave the company an “outperform” rating in a research report on Thursday, June 25th. Mizuho upped their price objective on shares of Micron Technology from $1,150.00 to $1,375.00 and gave the company an “outperform” rating in a research note on Thursday, June 25th. Wolfe Research set a $1,500.00 target price on shares of Micron Technology in a report on Thursday, June 25th. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of Micron Technology in a research note on Tuesday, May 12th. Four research analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Buy” and a consensus target price of $1,268.93.

Insider Buying and Selling at Micron Technology

In other news, Director Steven J. Gomo sold 2,000 shares of the business’s stock in a transaction that occurred on Monday, May 11th. The stock was sold at an average price of $787.03, for a total value of $1,574,060.00. Following the sale, the director directly owned 17,139 shares of the company’s stock, valued at $13,488,907.17. The trade was a 10.45% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, Director Lynn A. Dugle sold 1,300 shares of the company’s stock in a transaction that occurred on Tuesday, June 30th. The stock was sold at an average price of $1,150.43, for a total value of $1,495,559.00. Following the completion of the sale, the director owned 17,728 shares in the company, valued at $20,394,823.04. The trade was a 6.83% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 163,300 shares of company stock valued at $152,667,204 over the last ninety days. Company insiders own 0.24% of the company’s stock.

Micron Technology Price Performance

Shares of NASDAQ MU opened at $920.95 on Monday. The firm has a fifty day simple moving average of $966.27 and a two-hundred day simple moving average of $624.74. Micron Technology, Inc. has a 12 month low of $103.38 and a 12 month high of $1,255.00. The company has a current ratio of 3.42, a quick ratio of 2.98 and a debt-to-equity ratio of 0.05. The firm has a market capitalization of $1.04 trillion, a PE ratio of 20.85 and a beta of 2.14.

Micron Technology (NASDAQ:MU) last announced its quarterly earnings results on Wednesday, June 24th. The semiconductor manufacturer reported $25.11 earnings per share (EPS) for the quarter, beating the consensus estimate of $21.39 by $3.72. The company had revenue of $41.46 billion for 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%. Micron Technology’s quarterly revenue was up 345.8% on a year-over-year basis. During the same quarter in the previous year, the company earned $1.91 earnings per share. Micron Technology has set its Q4 2026 guidance at 30.000-32.000 EPS. Equities analysts expect that Micron Technology, Inc. will post 72.93 earnings per share for the current year.

Micron Technology Dividend Announcement

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. 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%.

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.