Micron Technology, Inc. $MU Shares Purchased by Thompson Siegel & Walmsley LLC

Thompson Siegel & Walmsley LLC boosted its position in Micron Technology, Inc. (NASDAQ:MU) by 10.8% in the fourth quarter, HoldingsChannel.com reports. The firm owned 8,502 shares of the semiconductor manufacturer’s stock after purchasing an additional 830 shares during the quarter. Thompson Siegel & Walmsley LLC’s holdings in Micron Technology were worth $2,427,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently added to or reduced their stakes in MU. Brighton Jones LLC lifted its position in Micron Technology by 18.3% in the fourth quarter. Brighton Jones LLC now owns 6,318 shares of the semiconductor manufacturer’s stock worth $532,000 after purchasing an additional 976 shares during the period. Sivia Capital Partners LLC lifted its position in Micron Technology by 21.7% in the second quarter. Sivia Capital Partners LLC now owns 3,528 shares of the semiconductor manufacturer’s stock worth $435,000 after purchasing an additional 628 shares during the period. United Bank acquired a new stake in Micron Technology in the second quarter worth approximately $236,000. Schnieders Capital Management LLC. lifted its position in Micron Technology by 67.9% in the second quarter. Schnieders Capital Management LLC. now owns 16,984 shares of the semiconductor manufacturer’s stock worth $2,093,000 after purchasing an additional 6,867 shares during the period. Finally, Sei Investments Co. lifted its position in Micron Technology by 5.6% in the second quarter. Sei Investments Co. now owns 405,545 shares of the semiconductor manufacturer’s stock worth $49,987,000 after purchasing an additional 21,619 shares during the period. 80.84% of the stock is currently owned by institutional investors and hedge funds.

Micron Technology News Roundup

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

• Positive Sentiment: Micron showcased new AI-optimized memory and storage products at COMPUTEX 2026, including HBM4, high-capacity RDIMMs and PCIe Gen6 SSDs, reinforcing its role as a key supplier to AI infrastructure. Micron Powers AI Everywhere at COMPUTEX 2026
• Positive Sentiment: Wall Street turned more bullish, with recent reports highlighting higher price targets from firms such as Raymond James, Mizuho, Susquehanna and DA Davidson, which supports the stock’s momentum. Micron Gains Wall Street Support as Memory Demand Builds
• Positive Sentiment: Several articles pointed to Micron as a major beneficiary of the AI boom and memory-chip shortage, with investors focusing on strong DRAM and HBM demand outstripping supply. How a nudge from Nvidia propelled frugal Micron into the AI boom and a $1 trillion market cap
• Positive Sentiment: Micron remains in the spotlight after reporting explosive revenue growth in its latest quarter, helping validate the AI-driven earnings narrative behind the rally. Will AI Servers Keep Micron’s DRAM Demand Momentum Strong?
• Neutral Sentiment: Micron briefly crossed the $1 trillion valuation mark, which has increased attention and trading interest, but also raised valuation concerns among some investors. Are the 3 Newest Members of the $1 Trillion Market Cap Club the Latest Sign of an AI Bubble?
• Negative Sentiment: CEO Sanjay Mehrotra sold shares in two disclosed transactions, which may modestly weigh on sentiment even though the sales were relatively small compared with his remaining stake. SEC filing

Micron Technology Price Performance

Shares of NASDAQ:MU opened at $1,064.10 on Wednesday. Micron Technology, Inc. has a one year low of $96.96 and a one year high of $1,076.56. The stock has a fifty day moving average of $569.31 and a 200-day moving average of $418.02. The company has a market capitalization of $1.20 trillion, a PE ratio of 50.24 and a beta of 2.15. The company has a debt-to-equity ratio of 0.13, a quick ratio of 2.32 and a current ratio of 2.90.

Micron Technology (NASDAQ:MU) last announced its quarterly earnings data on Wednesday, March 18th. The semiconductor manufacturer reported $12.20 EPS for the quarter, beating analysts’ consensus estimates of $9.19 by $3.01. Micron Technology had a return on equity of 41.16% and a net margin of 41.49%.The company had revenue of $23.86 billion during the quarter, compared to the consensus estimate of $19.97 billion. During the same quarter in the prior year, the firm earned $1.56 EPS. The company’s quarterly revenue was up 196 compared to the same quarter last year. As a group, equities analysts anticipate that Micron Technology, Inc. will post 58.62 EPS for the current fiscal year.

Micron Technology Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Wednesday, April 15th. Shareholders of record on Monday, March 30th were paid a dividend of $0.15 per share. This is an increase from Micron Technology’s previous quarterly dividend of $0.12. The ex-dividend date of this dividend was Monday, March 30th. This represents a $0.60 annualized dividend and a yield of 0.1%. Micron Technology’s dividend payout ratio (DPR) is presently 2.83%.

Insider Activity

In other Micron Technology news, EVP Sumit Sadana sold 24,000 shares of the business’s stock in a transaction on Friday, April 10th. The shares were sold at an average price of $421.35, for a total transaction of $10,112,400.00. Following the sale, the executive vice president directly owned 224,021 shares of the company’s stock, valued at $94,391,248.35. The trade was a 9.68% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Steven J. Gomo sold 2,000 shares of the business’s stock in a transaction on Monday, May 11th. The shares were sold at an average price of $787.03, for a total transaction of $1,574,060.00. Following the sale, the director directly owned 17,139 shares in the company, valued at approximately $13,488,907.17. This trade represents a 10.45% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 146,000 shares of company stock valued at $85,486,715 in the last 90 days. Company insiders own 0.24% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities research analysts have weighed in on the company. Mizuho upped their target price on Micron Technology to $800.00 and gave the stock an “outperform” rating in a research report on Tuesday, May 19th. Stifel Nicolaus upped their target price on Micron Technology from $360.00 to $550.00 and gave the stock a “buy” rating in a research report on Monday, March 2nd. Barclays increased their price objective on Micron Technology from $450.00 to $675.00 and gave the company an “overweight” rating in a research report on Thursday, March 19th. Rosenblatt Securities reiterated a “buy” rating and set a $500.00 price objective on shares of Micron Technology in a research report on Monday, March 16th. Finally, Raymond James Financial increased their price objective on Micron Technology from $530.00 to $1,100.00 and gave the company an “outperform” rating in a research report on Monday. Five equities research analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating and four have assigned a Hold rating to the company’s stock. According to MarketBeat.com, Micron Technology currently has a consensus rating of “Buy” and a consensus price target of $621.97.

Micron Technology 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.