Cardiff Park Advisors LLC Makes New Investment in Micron Technology, Inc. $MU

Cardiff Park Advisors LLC acquired a new stake in shares of Micron Technology, Inc. (NASDAQ:MU) in the first quarter, HoldingsChannel.com reports. The firm acquired 3,193 shares of the semiconductor manufacturer’s stock, valued at approximately $1,079,000.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Intelligence Driven Advisers LLC boosted its position in Micron Technology by 85.0% in the first quarter. Intelligence Driven Advisers LLC now owns 2,397 shares of the semiconductor manufacturer’s stock valued at $810,000 after buying an additional 1,101 shares in the last quarter. Gateway Wealth Partners LLC raised its stake in shares of Micron Technology by 622.1% in the first quarter. Gateway Wealth Partners LLC now owns 5,871 shares of the semiconductor manufacturer’s stock valued at $1,984,000 after acquiring an additional 5,058 shares during the last quarter. Troluce Capital Advisors LLC raised its stake in shares of Micron Technology by 122.2% in the first quarter. Troluce Capital Advisors LLC now owns 20,000 shares of the semiconductor manufacturer’s stock valued at $6,757,000 after acquiring an additional 11,000 shares during the last quarter. Blue Chip Partners LLC raised its stake in shares of Micron Technology by 109.0% in the first quarter. Blue Chip Partners LLC now owns 2,997 shares of the semiconductor manufacturer’s stock valued at $1,012,000 after acquiring an additional 1,563 shares during the last quarter. Finally, Quadcap Wealth Management LLC boosted its holdings in shares of Micron Technology by 41.5% in the 1st quarter. Quadcap Wealth Management LLC now owns 2,464 shares of the semiconductor manufacturer’s stock worth $832,000 after acquiring an additional 723 shares in the last quarter. Institutional investors and hedge funds own 80.84% of the company’s stock.

Insider Transactions at Micron Technology

In other Micron Technology news, Director Lynn A. Dugle sold 1,300 shares of the company’s stock in a transaction dated Tuesday, June 30th. The shares were sold at an average price of $1,150.43, for a total transaction of $1,495,559.00. Following the transaction, the director directly owned 17,728 shares in the company, valued at approximately $20,394,823.04. This represents a 6.83% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Steven J. Gomo sold 2,000 shares of the firm’s stock in a transaction dated 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 completion of the transaction, the director directly owned 17,139 shares in the company, valued at $13,488,907.17. This trade represents a 10.45% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 163,300 shares of company stock worth $152,667,204 in the last ninety days. 0.24% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently commented on MU shares. Sanford C. Bernstein set a $1,300.00 price target on Micron Technology in a research report on Monday, June 22nd. The Goldman Sachs Group lifted their price objective on Micron Technology from $900.00 to $1,100.00 and gave the company a “neutral” rating in a research report on Thursday, June 25th. Deutsche Bank Aktiengesellschaft increased their target price on Micron Technology from $1,500.00 to $1,550.00 and gave the stock a “buy” rating in a report on Thursday, June 25th. Weiss Ratings restated a “buy (b)” rating on shares of Micron Technology in a research note on Tuesday, May 12th. Finally, Stifel Nicolaus lifted their price target on Micron Technology from $550.00 to $1,500.00 and gave the company a “buy” rating in a report on Thursday, June 18th. Four research analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat, Micron Technology currently has an average rating of “Buy” and an average target price of $1,268.93.

Micron Technology Stock Performance

MU stock opened at $920.95 on Monday. The company has a 50 day moving average price of $966.27 and a 200 day moving average price of $624.74. Micron Technology, Inc. has a fifty-two week low of $103.38 and a fifty-two 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. The stock 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 data on Wednesday, June 24th. The semiconductor manufacturer reported $25.11 EPS for the quarter, beating analysts’ consensus estimates of $21.39 by $3.72. The firm had revenue of $41.46 billion for the quarter, compared to analyst estimates of $35.91 billion. Micron Technology had a return on equity of 71.13% and a net margin of 55.91%.The business’s quarterly revenue was up 345.8% compared to the same quarter last year. During the same period last year, the company earned $1.91 EPS. Micron Technology has set its Q4 2026 guidance at 30.000-32.000 EPS. Analysts forecast that Micron Technology, Inc. will post 72.93 EPS for the current year.

Micron Technology Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, July 21st. Investors of record on Monday, July 6th were issued a $0.15 dividend. The ex-dividend date was Monday, July 6th. This represents a $0.60 annualized dividend and a yield of 0.1%. Micron Technology’s dividend payout ratio (DPR) is currently 1.36%.

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

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.