Micron Technology, Inc. $MU Shares Bought by Intelligence Driven Advisers LLC

Intelligence Driven Advisers LLC raised its holdings in Micron Technology, Inc. (NASDAQ:MU) by 85.0% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 2,397 shares of the semiconductor manufacturer’s stock after purchasing an additional 1,101 shares during the period. Intelligence Driven Advisers LLC’s holdings in Micron Technology were worth $810,000 at the end of the most recent reporting period.

Other large investors have also modified their holdings of the company. Heritage Trust Co lifted its position in shares of Micron Technology by 9.7% in the fourth quarter. Heritage Trust Co now owns 15,026 shares of the semiconductor manufacturer’s stock valued at $4,289,000 after acquiring an additional 1,323 shares in the last quarter. Financial Synergies Wealth Advisors Inc. acquired a new stake in shares of Micron Technology during the fourth quarter valued at $1,316,000. PKO BP BANKOWY Universal Pension Society JSC purchased a new stake in Micron Technology during the 4th quarter worth about $61,306,000. Dara Capital US Inc. purchased a new stake in Micron Technology during the 4th quarter worth about $2,926,000. Finally, Meiji Yasuda Asset Management Co Ltd. raised its stake in Micron Technology by 231.7% in the 4th quarter. Meiji Yasuda Asset Management Co Ltd. now owns 23,192 shares of the semiconductor manufacturer’s stock valued at $6,619,000 after purchasing an additional 16,200 shares during the last quarter. 80.84% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Micron Technology

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

Analyst Ratings Changes

A number of research analysts have issued reports on MU shares. Needham & Company LLC upped their target price on shares of Micron Technology from $1,550.00 to $1,650.00 and gave the company a “buy” rating in a report on Thursday, June 25th. Mizuho lifted their price target on shares of Micron Technology from $1,150.00 to $1,375.00 and gave the stock an “outperform” rating in a report on Thursday, June 25th. Stifel Nicolaus boosted their price objective on shares of Micron Technology from $550.00 to $1,500.00 and gave the company a “buy” rating in a research report on Thursday, June 18th. The Goldman Sachs Group upped their price objective on shares of Micron Technology from $900.00 to $1,100.00 and gave the company a “neutral” rating in a research note on Thursday, June 25th. Finally, Barclays raised their target price on shares of Micron Technology from $1,175.00 to $2,000.00 and gave the stock an “overweight” rating in a research report on Thursday, June 25th. Four research analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating and three have issued a Hold rating to the company. According to MarketBeat.com, Micron Technology currently has an average rating of “Buy” and a consensus price target of $1,268.93.

Insider Buying and Selling at Micron Technology

In other news, EVP April S. Arnzen sold 40,000 shares of the stock in a transaction on Wednesday, July 1st. The shares were sold at an average price of $1,083.94, for a total value of $43,357,600.00. Following the completion of the sale, the executive vice president owned 85,737 shares of the company’s stock, valued at $92,933,763.78. This represents a 31.81% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO Sanjay Mehrotra sold 28,506 shares of the firm’s stock in a transaction on Friday, June 26th. The shares were sold at an average price of $1,149.28, for a total transaction of $32,761,375.68. Following the completion of the transaction, the chief executive officer directly owned 355,997 shares in the company, valued at approximately $409,140,232.16. This represents a 7.41% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 163,300 shares of company stock worth $152,667,204 over the last three months. 0.24% of the stock is currently owned by insiders.

Micron Technology Stock Performance

NASDAQ MU opened at $920.95 on Monday. The firm has a market capitalization of $1.04 trillion, a P/E ratio of 20.85 and a beta of 2.14. Micron Technology, Inc. has a 1-year low of $103.38 and a 1-year high of $1,255.00. 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 business’s 50-day simple moving average is $966.27 and its 200-day simple moving average is $624.74.

Micron Technology (NASDAQ:MU) last posted its earnings results on Wednesday, June 24th. The semiconductor manufacturer reported $25.11 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $21.39 by $3.72. The firm had revenue of $41.46 billion during the quarter, compared to the consensus estimate of $35.91 billion. Micron Technology had a net margin of 55.91% and a return on equity of 71.13%. The company’s revenue was up 345.8% on a year-over-year basis. During the same quarter in the prior year, the company earned $1.91 EPS. Micron Technology has set its Q4 2026 guidance at 30.000-32.000 EPS. Equities analysts predict that Micron Technology, Inc. will post 72.93 EPS for the current year.

Micron Technology Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, July 21st. Shareholders of record on Monday, July 6th were paid a dividend of $0.15 per share. This represents a $0.60 annualized dividend and a yield of 0.1%. The ex-dividend date was Monday, July 6th. Micron Technology’s payout ratio is currently 1.36%.

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.