Micron Technology, Inc. $MU Shares Acquired by Liontrust Investment Partners LLP

Liontrust Investment Partners LLP increased its position in shares of Micron Technology, Inc. (NASDAQ:MU) by 16.4% during the 1st quarter, Holdings Channel.com reports. The firm owned 76,796 shares of the semiconductor manufacturer’s stock after buying an additional 10,802 shares during the quarter. Liontrust Investment Partners LLP’s holdings in Micron Technology were worth $25,945,000 at the end of the most recent reporting period.

Other institutional investors have also recently added to or reduced their stakes in the company. High Note Wealth LLC raised its stake in shares of Micron Technology by 65.4% in the 4th quarter. High Note Wealth LLC now owns 86 shares of the semiconductor manufacturer’s stock worth $25,000 after buying an additional 34 shares in the last quarter. Kohmann Bosshard Financial Services LLC bought a new position in Micron Technology during the first quarter valued at about $27,000. Steigerwald Gordon & Koch Inc. grew its holdings in Micron Technology by 4,800.0% during the fourth quarter. Steigerwald Gordon & Koch Inc. now owns 98 shares of the semiconductor manufacturer’s stock worth $28,000 after acquiring an additional 96 shares during the period. Bayban acquired a new position in Micron Technology during the fourth quarter worth about $29,000. Finally, GHP Investment Advisors Inc. raised its position in Micron Technology by 91.2% in the fourth quarter. GHP Investment Advisors Inc. now owns 109 shares of the semiconductor manufacturer’s stock worth $31,000 after acquiring an additional 52 shares in the last quarter. 80.84% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other Micron Technology news, Director Lynn A. Dugle sold 1,300 shares of Micron Technology stock in a transaction that occurred 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 transaction, the director directly owned 17,728 shares in the company, valued at approximately $20,394,823.04. The trade was 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, CAO Scott R. Allen sold 879 shares of the business’s stock in a transaction on Thursday, July 23rd. The shares were sold at an average price of $1,000.00, for a total transaction of $879,000.00. Following the sale, the chief accounting officer directly owned 34,958 shares in the company, valued at approximately $34,958,000. This trade represents a 2.45% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 164,179 shares of company stock worth $169,385,921 in the last quarter. Corporate insiders own 0.24% of the company’s stock.

Micron Technology Trading Up 18.4%

Shares of MU opened at $874.66 on Friday. The business’s 50-day moving average price is $975.48 and its 200 day moving average price is $638.68. The company has a current ratio of 3.42, a quick ratio of 2.98 and a debt-to-equity ratio of 0.05. The stock has a market capitalization of $987.83 billion, a P/E ratio of 19.80 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.

Micron Technology (NASDAQ:MU) last posted 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. Micron Technology had a net margin of 55.91% and a return on equity of 71.13%. The company had revenue of $41.46 billion during the quarter, compared to analyst estimates of $35.91 billion. During the same period in the prior year, the firm earned $1.91 earnings per share. The business’s quarterly 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. Analysts expect that Micron Technology, Inc. will post 72.93 earnings per share for the current year.

Micron Technology Dividend Announcement

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

Wall Street Analysts Forecast Growth

A number of brokerages have weighed in on MU. Deutsche Bank Aktiengesellschaft upped their price target on shares of Micron Technology from $1,500.00 to $1,550.00 and gave the company a “buy” rating in a report on Thursday, June 25th. KeyCorp reaffirmed an “overweight” rating on shares of Micron Technology in a research note on Monday, July 20th. Mizuho boosted their target price 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. Weiss Ratings reissued a “buy (b)” rating on shares of Micron Technology in a research note on Tuesday, May 12th. Finally, Raymond James Financial raised their target price on shares of Micron Technology from $1,100.00 to $1,500.00 and gave the stock an “outperform” rating in a report on Thursday, June 25th. Four equities research analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Buy” and an average price target of $1,268.93.

Trending Headlines about Micron Technology

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

• Positive Sentiment: Samsung Electronics reported an approximately 1,814% jump in operating profit and said memory shortages could persist through 2028. The outlook supports expectations for sustained demand, tight supply and firm pricing for Micron’s DRAM and high-bandwidth memory products. Micron Stock Is Surging. Why a Samsung Warning Is Sparking a Memory Rebound
• Positive Sentiment: Strong Microsoft and Lam Research results helped revive confidence in AI-related capital spending. The broader chip-sector rebound lifted Micron and other memory manufacturers after their recent selloff. Chip stocks rip higher, with Lam Research up 20% and Micron, AMD booming
• Positive Sentiment: Micron disclosed multiyear strategic customer agreements with Qualcomm, DENSO, Hyundai Mobis and other automotive suppliers for AI-enabled vehicles. These contracts improve visibility into future memory demand and may strengthen Micron’s competitive position in automotive AI. Are Micron’s New Auto AI Deals Quietly Redefining Its Competitive Moat?
• Positive Sentiment: Investors and analysts continue to point to Micron’s strong fundamentals, including recent revenue growth of 345.8%, an earnings beat, approximately $100 billion in strategic agreements and bullish price targets. Micron: Buy Low, Sell High
• Neutral Sentiment: CEO Sanjay Mehrotra sold roughly $37.3 million of MU shares, while Chief Accounting Officer Scott Allen also sold stock. The transactions attracted attention after the recent decline, although Mehrotra retained a substantial position and insider sales can reflect diversification or scheduled transactions. Micron’s CEO Sanjay Mehrotra Cashed Out $37 Million
• Negative Sentiment: Competition concerns remain after China’s ChangXin Memory Technologies completed a blockbuster IPO, raising fears of future DRAM supply growth and pricing pressure. Recent volatility and elevated AI valuations also remain risks.

About Micron Technology

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.