Moss Adams Wealth Advisors LLC Has $1.47 Million Position in Micron Technology, Inc. $MU

Moss Adams Wealth Advisors LLC lifted its holdings in Micron Technology, Inc. (NASDAQ:MU) by 16.9% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 4,346 shares of the semiconductor manufacturer’s stock after buying an additional 627 shares during the period. Moss Adams Wealth Advisors LLC’s holdings in Micron Technology were worth $1,469,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also modified their holdings of the company. Vanguard Group Inc. lifted its stake in Micron Technology by 1.9% in the 4th quarter. Vanguard Group Inc. now owns 106,608,094 shares of the semiconductor manufacturer’s stock worth $30,427,016,000 after acquiring an additional 1,954,644 shares in the last quarter. State Street Corp boosted its position in Micron Technology by 2.1% during the 4th quarter. State Street Corp now owns 52,749,817 shares of the semiconductor manufacturer’s stock worth $15,061,310,000 after acquiring an additional 1,090,644 shares during the period. Capital International Investors grew its stake in Micron Technology by 0.7% during the 3rd quarter. Capital International Investors now owns 23,372,821 shares of the semiconductor manufacturer’s stock valued at $3,910,198,000 after acquiring an additional 155,860 shares in the last quarter. Norges Bank purchased a new position in Micron Technology during the 4th quarter valued at about $6,433,456,000. Finally, Morgan Stanley increased its holdings in shares of Micron Technology by 5.1% in the 4th quarter. Morgan Stanley now owns 16,396,655 shares of the semiconductor manufacturer’s stock valued at $4,679,771,000 after purchasing an additional 794,289 shares during the period. Hedge funds and other institutional investors own 80.84% of the company’s stock.

Wall Street Analyst Weigh In

A number of research firms have recently issued reports on MU. Cantor Fitzgerald reissued an “overweight” rating and issued a $1,500.00 price target on shares of Micron Technology in a research report on Thursday, June 25th. Melius Research assumed coverage on shares of Micron Technology in a research report on Monday, April 27th. They set a “buy” rating and a $700.00 price objective on the stock. KeyCorp upped their price objective on shares of Micron Technology from $600.00 to $1,600.00 and gave the company an “overweight” rating in a research note on Thursday. Morgan Stanley increased their target price on shares of Micron Technology from $1,050.00 to $1,200.00 and gave the stock an “overweight” rating in a research report on Thursday. Finally, Mizuho lifted their target price 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. Five research analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and three have assigned a Hold rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Buy” and an average price target of $1,263.76.

Micron Technology News Summary

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

• Positive Sentiment: Micron’s latest results and guidance continue to highlight strong AI memory demand, with analysts pointing to pricing strength, tight supply, and multi-year customer contracts that improve visibility. Article Title
• Positive Sentiment: Several firms have lifted price targets on MU after the earnings beat, reflecting expectations for continued earnings growth and a prolonged memory supercycle. Article Title
• Positive Sentiment: Commentary comparing Micron to “the new Nvidia” and calling it a top AI infrastructure stock is adding to bullish sentiment around the name. Article Title
• Neutral Sentiment: Micron is also being mentioned as part of broader AI leadership rotation and sector momentum, which keeps the stock in focus even as traders reassess where the next leg of the AI trade goes. Article Title
• Negative Sentiment: Shares are facing pressure from reports that OpenAI may delay its public debut, while a separate class-action lawsuit accusing Micron and peers of price gouging has also weighed on sentiment. Article Title
• Negative Sentiment: New semiconductor spending plans in South Korea from Samsung and SK Hynix are being viewed as a longer-term competitive threat, adding a reason for investors to question how durable Micron’s pricing power will be. Article Title

Insider Buying and Selling at Micron Technology

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

Micron Technology Stock Up 1.1%

Shares of Micron Technology stock opened at $1,145.28 on Tuesday. The firm has a market cap of $1.29 trillion, a price-to-earnings ratio of 25.93 and a beta of 2.15. The stock has a 50-day simple moving average of $830.98 and a 200-day simple moving average of $532.90. Micron Technology, Inc. has a 52-week low of $103.38 and a 52-week 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.

Micron Technology (NASDAQ:MU) last released its quarterly earnings data on Wednesday, June 24th. The semiconductor manufacturer reported $25.11 EPS for the quarter, topping analysts’ consensus estimates of $21.39 by $3.72. The firm had revenue of $41.46 billion for the quarter, compared to the consensus estimate of $35.91 billion. Micron Technology had a return on equity of 71.13% and a net margin of 55.91%.The firm’s revenue was up 345.8% on a year-over-year basis. During the same quarter in the prior year, the company posted $1.91 earnings per share. Micron Technology has set its Q4 2026 guidance at 30.000-32.000 EPS. On average, equities research analysts expect that Micron Technology, Inc. will post 61.55 earnings per share for the current fiscal year.

Micron Technology Announces Dividend

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