State of Wyoming Takes Position in Micron Technology, Inc. $MU

State of Wyoming acquired a new position in Micron Technology, Inc. (NASDAQ:MU) during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 991 shares of the semiconductor manufacturer’s stock, valued at approximately $335,000.

A number of other institutional investors and hedge funds also recently made changes to their positions in the business. Brighton Jones LLC grew its position in shares of Micron Technology by 18.3% during the 4th quarter. Brighton Jones LLC now owns 6,318 shares of the semiconductor manufacturer’s stock valued at $532,000 after acquiring an additional 976 shares during the period. Sivia Capital Partners LLC raised its holdings 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 worth $435,000 after purchasing an additional 628 shares during the period. United Bank purchased a new position in Micron Technology during the second quarter valued at $236,000. Schnieders Capital Management LLC. grew its holdings in Micron Technology by 67.9% during the second quarter. Schnieders Capital Management LLC. now owns 16,984 shares of the semiconductor manufacturer’s stock valued at $2,093,000 after purchasing an additional 6,867 shares during the period. Finally, Sei Investments Co. grew its holdings in Micron Technology by 5.6% during the second quarter. Sei Investments Co. now owns 405,545 shares of the semiconductor manufacturer’s stock valued at $49,987,000 after purchasing an additional 21,619 shares during the period. Hedge funds and other institutional investors own 80.84% of the company’s stock.

Analyst Upgrades and Downgrades

Several research analysts have recently commented on MU shares. Susquehanna raised their price objective on Micron Technology from $1,750.00 to $2,000.00 and gave the stock a “positive” rating in a research note on Thursday, June 25th. Bank of America lifted their price objective on Micron Technology from $950.00 to $1,500.00 and gave the company a “buy” rating in a research report on Tuesday, June 23rd. Needham & Company LLC boosted their price objective on Micron Technology from $1,550.00 to $1,650.00 and gave the company a “buy” rating in a research note on Thursday, June 25th. Barclays increased 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 report on Thursday, June 25th. Finally, DA Davidson raised their target price on shares of Micron Technology from $1,500.00 to $2,000.00 and gave the stock a “buy” rating in a research note on Thursday, June 25th. Four analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and three have given a Hold rating to the company. According to MarketBeat.com, the company presently has an average rating of “Buy” and an average price target of $1,268.93.

Micron Technology News Summary

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

• Positive Sentiment: Strong AI data-center demand and constrained memory supply remain major long-term catalysts. Analysts and investment commentary continue to highlight Micron’s earnings growth potential, while Bank of America reportedly set a $1,550 price target. Bank of America Sets $1,550 Price Target on Micron
• Positive Sentiment: Potential U.S. tariffs or restrictions on Chinese memory products could protect Micron’s domestic market and support pricing power. The company is also investing heavily in U.S. manufacturing, positioning it as a potential beneficiary of supply-chain localization. Chips and Clips: Memory Tariffs Rewire Tech Supply Chains
• Neutral Sentiment: CME Group launched extended-hours, cash-settled single-stock futures for Micron and other major equities. The new contracts may improve access and liquidity but do not change Micron’s underlying fundamentals. CME launches single stock futures
• Negative Sentiment: China’s ChangXin Memory Technologies (CXMT) surged in its Shanghai IPO after raising roughly $8.5 billion, giving it substantial capital to expand DRAM production. Investors fear CXMT’s growing market share could increase competition and eventually pressure Micron’s pricing, margins and market position. Why are Micron, SanDisk and SK Hynix stocks falling today?
• Negative Sentiment: Reports that China is producing domestically developed deep-ultraviolet lithography equipment have amplified concerns that Chinese semiconductor companies are closing the technology gap. The resulting sector-wide selling has outweighed positive views on Micron’s AI exposure and attractive forward valuation. Micron stock faces a hidden threat after CXMT’s debut

Micron Technology Price Performance

Shares of Micron Technology stock opened at $900.20 on Tuesday. The company has a market capitalization of $1.02 trillion, a price-to-earnings ratio of 20.38 and a beta of 2.14. The company has a quick ratio of 2.98, a current ratio of 3.42 and a debt-to-equity ratio of 0.05. The stock’s 50-day simple moving average is $970.65 and its 200-day simple moving average is $628.66. Micron Technology, Inc. has a 52 week low of $103.38 and a 52 week high of $1,255.00.

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

Micron Technology Announces Dividend

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

Insider Activity at Micron Technology

In related news, Director Lynn A. Dugle sold 1,300 shares of the firm’s stock in a transaction on 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 completion of the transaction, the director directly owned 17,728 shares of the company’s stock, valued at approximately $20,394,823.04. This trade represents a 6.83% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Steven J. Gomo sold 2,000 shares of Micron Technology 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 completion of the sale, the director 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 disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 163,300 shares of company stock worth $152,667,204. 0.24% of the stock is currently owned by corporate insiders.

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.