Meeder Asset Management Inc. Increases Holdings in Micron Technology, Inc. $MU

Meeder Asset Management Inc. raised its holdings in shares of Micron Technology, Inc. (NASDAQ:MU) by 4.0% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 83,950 shares of the semiconductor manufacturer’s stock after purchasing an additional 3,229 shares during the period. Meeder Asset Management Inc.’s holdings in Micron Technology were worth $14,047,000 at the end of the most recent reporting period.

A number of other large investors have also recently made changes to their positions in MU. Orleans Capital Management Corp LA purchased a new stake in shares of Micron Technology in the 2nd quarter worth $256,000. Cary Street Partners Financial LLC lifted its position in Micron Technology by 25.0% during the second quarter. Cary Street Partners Financial LLC now owns 26,132 shares of the semiconductor manufacturer’s stock valued at $3,221,000 after purchasing an additional 5,233 shares in the last quarter. Wealthspire Advisors LLC grew its holdings in Micron Technology by 27.8% during the second quarter. Wealthspire Advisors LLC now owns 14,754 shares of the semiconductor manufacturer’s stock valued at $1,818,000 after purchasing an additional 3,208 shares during the period. KLP Kapitalforvaltning AS increased its position in Micron Technology by 6.2% in the second quarter. KLP Kapitalforvaltning AS now owns 403,105 shares of the semiconductor manufacturer’s stock worth $49,683,000 after buying an additional 23,600 shares in the last quarter. Finally, WealthBridge Capital Management LLC purchased a new stake in Micron Technology in the second quarter worth about $210,000. 80.84% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

MU has been the subject of a number of recent research reports. Raymond James Financial boosted their price objective on Micron Technology from $190.00 to $310.00 and gave the company an “outperform” rating in a research note on Thursday, December 18th. Citigroup increased their price objective on shares of Micron Technology from $300.00 to $330.00 and gave the stock a “buy” rating in a research note on Thursday, December 18th. Sanford C. Bernstein raised their price objective on shares of Micron Technology from $270.00 to $330.00 and gave the company an “outperform” rating in a research report on Friday, January 2nd. KGI Securities raised shares of Micron Technology from a “hold” rating to a “strong-buy” rating in a report on Wednesday, September 24th. Finally, Weiss Ratings raised Micron Technology from a “hold (c+)” rating to a “buy (b-)” rating in a report on Saturday, November 1st. Five equities research analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Buy” and a consensus target price of $295.45.

Insider Transactions at Micron Technology

In related news, EVP April S. Arnzen sold 15,000 shares of the company’s stock in a transaction on Monday, December 22nd. The shares were sold at an average price of $277.09, for a total transaction of $4,156,350.00. Following the sale, the executive vice president owned 165,618 shares of the company’s stock, valued at $45,891,091.62. This represents a 8.30% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CEO Sanjay Mehrotra sold 22,500 shares of the stock in a transaction on Monday, October 27th. The shares were sold at an average price of $220.72, for a total transaction of $4,966,200.00. Following the transaction, the chief executive officer owned 446,578 shares of the company’s stock, valued at $98,568,696.16. This trade represents a 4.80% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 318,800 shares of company stock valued at $72,333,387 in the last 90 days. Company insiders own 0.24% of the company’s stock.

Key Stories Impacting Micron Technology

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

• Positive Sentiment: UBS reaffirmed a Buy rating and raised its price target to $400, citing durable memory-cycle strength and AI-related demand — a clear analyst endorsement that supports higher valuations. UBS Maintains a Buy Rating on Micron Technology, Inc. (MU)
• Positive Sentiment: Industry coverage highlights a tightening memory supply driven by surging AI chip demand, implying stronger pricing and revenue visibility for Micron. That supply/demand narrative is a core bullish driver. AI Is Causing a Memory Shortage. Why Producers Aren’t Rushing to Make a Lot More.
• Positive Sentiment: Zacks added Micron to its Rank #1 (Strong Buy) growth list — another quant/analyst signal that can attract institutional and retail flows. Best Growth Stocks to Buy for Jan. 12
• Positive Sentiment: Several investment write-ups and lists (The Motley Fool, 24/7 Wall St., 247WallSt) reiterate Micron as a top AI/memory play and highlight strong returns over 2025, supporting momentum and retail interest. If You’d Invested $100 in Micron Stock 10 Years Ago, Here’s How Much You’d Have Today
• Positive Sentiment: Price-target upgrades and analyst coverage noting tight memory supply into 2026 (reported on by MSN/others) reinforce expectations for continued revenue and margin strength. Micron (MU) Price Target Raised on Tight Memory Supply Through 2026
• Positive Sentiment: High-profile bullish commentary (e.g., Jim Cramer) and widespread media narratives about Micron expanding capacity and benefiting from AI hype add to momentum and retail FOMO. “Micron (MU) Will Put Up Plants,” Says Jim Cramer
• Neutral Sentiment: Consensus broker recommendations remain Buy, and multiple outlet roundups list Micron among top S&P performers — supportive but already priced into momentum. Micron Technology, Inc. (NASDAQ:MU) Given Consensus Recommendation of “Buy” by Brokerages
• Neutral Sentiment: Seeking Alpha warns against FOMO and highlights insider/professional positioning — a reminder of volatility risk amid a fast run-up. This tempers the bullish case for risk-managing investors. Micron: Control Your FOMO; Don’t Bet Against Insiders Or Professionals
• Negative Sentiment: Insider selling has been reported (including a CAO sale of ~$675k), which investors monitor as a potential signal to trim exposure despite the broader bullish backdrop. Micron Technology (NASDAQ:MU) CAO Sells $675,000.00 in Stock

Micron Technology Stock Up 5.5%

Shares of MU stock opened at $345.09 on Monday. The company’s fifty day simple moving average is $256.89 and its two-hundred day simple moving average is $185.04. Micron Technology, Inc. has a 52 week low of $61.54 and a 52 week high of $346.30. The stock has a market cap of $388.40 billion, a P/E ratio of 32.80, a PEG ratio of 0.22 and a beta of 1.50. The company has a quick ratio of 1.78, a current ratio of 2.46 and a debt-to-equity ratio of 0.19.

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

Micron Technology Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Wednesday, January 14th. Stockholders of record on Monday, December 29th will be given a dividend of $0.115 per share. This represents a $0.46 dividend on an annualized basis and a dividend yield of 0.1%. The ex-dividend date is Monday, December 29th. Micron Technology’s dividend payout ratio is currently 4.37%.

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.