Micron Technology, Inc. $MU Shares Sold by SWS Partners

SWS Partners reduced its holdings in shares of Micron Technology, Inc. (NASDAQ:MU) by 30.9% during the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 16,328 shares of the semiconductor manufacturer’s stock after selling 7,317 shares during the period. Micron Technology makes up 0.9% of SWS Partners’ investment portfolio, making the stock its 28th largest holding. SWS Partners’ holdings in Micron Technology were worth $4,662,000 as of its most recent SEC filing.

Other institutional investors also recently bought and sold shares of the company. Brighton Jones LLC boosted its stake in shares of Micron Technology by 18.3% during the fourth quarter. Brighton Jones LLC now owns 6,318 shares of the semiconductor manufacturer’s stock worth $532,000 after buying an additional 976 shares during the period. Sivia Capital Partners LLC increased its position in Micron Technology by 21.7% in the 2nd quarter. Sivia Capital Partners LLC now owns 3,528 shares of the semiconductor manufacturer’s stock valued at $435,000 after acquiring an additional 628 shares during the period. United Bank acquired a new position in Micron Technology in the 2nd quarter valued at about $236,000. Schnieders Capital Management LLC. raised its stake in Micron Technology by 67.9% during the 2nd quarter. Schnieders Capital Management LLC. now owns 16,984 shares of the semiconductor manufacturer’s stock valued at $2,093,000 after acquiring an additional 6,867 shares during the last quarter. Finally, Smith Moore & CO. purchased a new stake in Micron Technology during the 2nd quarter valued at approximately $219,000. 80.84% of the stock is currently owned by institutional investors and hedge funds.

Micron Technology Stock Performance

Shares of MU stock opened at $367.85 on Thursday. The company has a current ratio of 2.90, a quick ratio of 2.32 and a debt-to-equity ratio of 0.13. The stock has a 50 day simple moving average of $404.40 and a 200-day simple moving average of $297.01. The company has a market cap of $414.84 billion, a price-to-earnings ratio of 17.37 and a beta of 1.60. Micron Technology, Inc. has a 12-month low of $61.54 and a 12-month high of $471.34.

Micron Technology Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 15th. Shareholders of record on Monday, March 30th will be given a $0.15 dividend. The ex-dividend date is Monday, March 30th. This is a positive change from Micron Technology’s previous quarterly dividend of $0.12. This represents a $0.60 annualized dividend and a yield of 0.2%. Micron Technology’s dividend payout ratio (DPR) is currently 2.83%.

Micron Technology News Summary

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

• Positive Sentiment: Top Wall Street analyst calls MU a “Top Pick” and highlights multi?year AI upside, helping lift investor confidence and spark buying interest. Top Analyst Calls Micron Stock (MU) a “Top Pick,” Sees Multi-Year AI Upside
• Positive Sentiment: Micron reported blockbuster fiscal Q2 results (record revenue) and strong guidance that underscore robust AI memory demand and margin expansion — a tangible earnings catalyst supporting higher share prices. Micron: The Selloff Didn’t Break The Setup
• Positive Sentiment: Analysts and trade write?ups point to tight HBM (high?bandwidth memory) supply and rising pricing power from AI data center demand — a structural revenue tailwind that investors are rewarding. Up 15%+ in Q1: 2 AI Stocks Still Flashing “Strong Buy” for Q2
• Positive Sentiment: Heavy intraday buying pushed Micron toward a large one?day market?cap gain, signalling broad, momentum?driven flows into the name. Micron’s stock is seeing its biggest gain in a year, en route to a record market-cap boost
• Neutral Sentiment: Micron completed cash tender offers for certain senior notes (debt retirements), a capital?structure action that reduces leverage but has limited immediate earnings impact. Micron Announces the Expiration of the Cash Tender Offers
• Neutral Sentiment: Citi trimmed its price target (from $510 to $425) but kept a Buy rating — a mixed signal that can temper upside while leaving institutional endorsement intact. Wall Street Tells Investors Its Less Excited About Micron Stock
• Negative Sentiment: Some analysts warn that elevated 2026–2027 capex guidance could compress free cash flow despite booming revenue, creating valuation and timing risks for returns to investors. Micron: Great Businesses Can Be Bad Trades (Rating Downgrade)
• Negative Sentiment: Concerns about AI memory?efficiency tools (e.g., Google’s TurboQuant / DeepSeek variants) sparked a prior sell?off and remain a headline risk if they materially reduce memory demand forecasts. Does Google’s New TurboQuant Technology Mean the Party’s Over for Micron?

Insiders Place Their Bets

In related news, Director Teyin M. Liu purchased 11,600 shares of the stock in a transaction dated Tuesday, January 13th. The shares were acquired at an average cost of $337.07 per share, with a total value of $3,910,012.00. Following the purchase, the director directly owned 14,310 shares in the company, valued at $4,823,471.70. This trade represents a 428.04% increase in their position. The acquisition was disclosed in a legal filing with the SEC, which is available through the SEC website. Also, CAO Scott R. Allen sold 2,000 shares of the stock in a transaction dated 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 transaction, the chief accounting officer owned 38,237 shares of the company’s stock, valued at $12,904,987.50. This represents a 4.97% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have bought 23,200 shares of company stock worth $7,821,723 and have sold 53,623 shares worth $21,832,908. 0.24% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

Several research analysts have weighed in on MU shares. Needham & Company LLC lifted their target price on Micron Technology from $450.00 to $500.00 and gave the company a “buy” rating in a research note on Thursday, March 19th. Cantor Fitzgerald upped their price target on Micron Technology from $450.00 to $700.00 and gave the stock an “overweight” rating in a research note on Thursday, March 19th. Bank of America increased their price target on Micron Technology from $400.00 to $500.00 and gave the stock a “buy” rating in a report on Thursday, March 19th. Susquehanna lifted their price objective on shares of Micron Technology from $345.00 to $525.00 and gave the company a “positive” rating in a research report on Monday, March 9th. Finally, KeyCorp upped their price objective on shares of Micron Technology from $450.00 to $600.00 and gave the stock an “overweight” rating in a research report on Thursday, March 19th. Five 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. Based on data from MarketBeat.com, the company currently has a consensus rating of “Buy” and a consensus target price of $463.71.

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.