1,272 Shares in Micron Technology, Inc. $MU Purchased by 1834 Investment Advisors Co.

1834 Investment Advisors Co. purchased a new stake in Micron Technology, Inc. (NASDAQ:MU) during the 3rd quarter, HoldingsChannel.com reports. The fund purchased 1,272 shares of the semiconductor manufacturer’s stock, valued at approximately $213,000.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Barnes Dennig Private Wealth Management LLC bought a new position in shares of Micron Technology in the third quarter valued at approximately $27,000. First Command Advisory Services Inc. raised its position in Micron Technology by 225.0% in the 2nd quarter. First Command Advisory Services Inc. now owns 221 shares of the semiconductor manufacturer’s stock valued at $27,000 after buying an additional 153 shares during the last quarter. Howard Hughes Medical Institute bought a new position in Micron Technology during the 2nd quarter valued at $30,000. AlphaQuest LLC lifted its stake in Micron Technology by 13,250.0% during the 2nd quarter. AlphaQuest LLC now owns 267 shares of the semiconductor manufacturer’s stock valued at $33,000 after acquiring an additional 265 shares in the last quarter. Finally, American Capital Advisory LLC boosted its holdings in Micron Technology by 20.4% during the 3rd quarter. American Capital Advisory LLC now owns 272 shares of the semiconductor manufacturer’s stock worth $46,000 after acquiring an additional 46 shares during the last quarter. 80.84% of the stock is owned by institutional investors.

Key Headlines Impacting Micron Technology

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

• Positive Sentiment: HSBC raised its price target to $500 and kept a Buy rating — the firm sees meaningful upside to MU shares versus current levels and joins other shops increasing targets, amplifying buying interest.
• Positive Sentiment: Stifel bumped its price target to $360 while maintaining a Buy, citing AI cloud demand and strategic fab moves as margin and supply levers. Stifel Raises Micron Technology (MU) Price Target to $360, Keeps Buy Rating
• Positive Sentiment: TD Cowen raised its price target to $450 — another large upward revision that reinforces the consensus of improving fundamentals driven by AI-related memory demand. TD Cowen Increases Micron Technology (NASDAQ:MU) Price Target to $450.00
• Positive Sentiment: Rosenblatt, William Blair and other shops initiated/maintained bullish ratings (Outperform/Buy), increasing institutional attention and demand for shares ahead of results.
• Positive Sentiment: Recent coverage highlights a structural AI memory supercycle and calls Micron a key AI enabler — research pieces and commentary argue DRAM/HBM shortages should sustain elevated pricing and margins. Micron: This Party Is Just Getting Started
• Positive Sentiment: Insider buying: a reported $7.8M purchase by Micron insider Teyin Liu supports management confidence in the business outlook. Micron insider Teyin Liu just bought $7.8 million in MU stock. Should you buy shares too?
• Neutral Sentiment: Company commentary and CEO remarks emphasize a memory shortage and long lead times — bullish for pricing but also a reminder Micron is investing to expand capacity, which entails heavy capex. Micron CEO Calls Memory ‘Key Enabler’ Of AI As It Tackles ‘Long Lead Time’ To Address Chip Shortage
• Neutral Sentiment: Micron is spending on new fabs (reported $1.8B for a site) — strategic for long-term share but increases near-term capex and execution risk. As Micron spends $1.8 billion on a new chip fab site, should you buy MU stock?
• Neutral Sentiment: Analysts and preview pieces expect another very strong quarter; upcoming results will be a near-term catalyst and could amplify the move either way. Here’s What to Expect From Micron Technology’s Next Earnings Report

Analyst Ratings Changes

Several analysts have recently commented on the stock. Wolfe Research increased their target price on shares of Micron Technology from $300.00 to $350.00 and gave the company an “outperform” rating in a report on Thursday, December 18th. Barclays upped their price objective on shares of Micron Technology from $275.00 to $450.00 and gave the stock an “overweight” rating in a research report on Friday, January 16th. Wells Fargo & Company increased their price objective on shares of Micron Technology from $335.00 to $410.00 and gave the company an “overweight” rating in a research note on Thursday, January 15th. Weiss Ratings raised shares of Micron Technology from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Saturday, November 1st. Finally, BNP Paribas Exane raised Micron Technology from an “underperform” rating to an “outperform” rating and set a $270.00 target price for the company in a report on Monday, October 13th. Four research analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and three have issued a Hold rating to the stock. Based on data from MarketBeat.com, Micron Technology currently has an average rating of “Buy” and a consensus target price of $346.66.

Micron Technology Price Performance

NASDAQ MU opened at $399.65 on Monday. The company has a quick ratio of 1.78, a current ratio of 2.46 and a debt-to-equity ratio of 0.19. The company has a market cap of $449.81 billion, a PE ratio of 37.99 and a beta of 1.50. Micron Technology, Inc. has a 52 week low of $61.54 and a 52 week high of $412.43. The firm’s 50-day simple moving average is $281.71 and its two-hundred day simple moving average is $201.97.

Micron Technology (NASDAQ:MU) last posted its earnings results on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 earnings per share for the quarter, topping the consensus estimate of $3.77 by $1.01. The firm had revenue of $13.64 billion during the quarter, compared to the consensus estimate of $12.62 billion. Micron Technology had a net margin of 28.15% and a return on equity of 22.71%. The company’s revenue was up 56.7% on a year-over-year basis. During the same quarter last year, the company earned $1.79 earnings per share. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. Research analysts predict that Micron Technology, Inc. will post 6.08 earnings per share for the current year.

Micron Technology Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Wednesday, January 14th. Stockholders of record on Monday, December 29th were issued a $0.115 dividend. This represents a $0.46 dividend on an annualized basis and a dividend yield of 0.1%. The ex-dividend date of this dividend was Monday, December 29th. Micron Technology’s dividend payout ratio (DPR) is presently 4.37%.

Insider Activity at Micron Technology

In other news, Director Steven J. Gomo sold 5,000 shares of the stock in a transaction dated Friday, December 19th. The shares were sold at an average price of $263.63, for a total value of $1,318,150.00. Following the sale, the director directly owned 19,139 shares of the company’s stock, valued at approximately $5,045,614.57. This represents a 20.71% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CAO Scott R. Allen sold 2,000 shares of the firm’s stock in a transaction that occurred on Tuesday, January 6th. The shares were sold at an average price of $337.50, for a total transaction of $675,000.00. Following the completion of the transaction, the chief accounting officer owned 38,237 shares of the company’s stock, valued at $12,904,987.50. This trade represents a 4.97% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 183,000 shares of company stock worth $42,656,288 in the last 90 days. 0.24% of the stock is owned by company 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.