4,000 Shares in Micron Technology, Inc. $MU Bought by LB Partners LLC

LB Partners LLC purchased a new stake in Micron Technology, Inc. (NASDAQ:MU) in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 4,000 shares of the semiconductor manufacturer’s stock, valued at approximately $1,351,000. Micron Technology comprises about 1.2% of LB Partners LLC’s holdings, making the stock its 16th biggest holding.

Several other large investors have also bought and sold shares of the stock. WD Rutherford LLC boosted its holdings in Micron Technology by 85.3% during the 1st quarter. WD Rutherford LLC now owns 3,701 shares of the semiconductor manufacturer’s stock worth $1,250,000 after acquiring an additional 1,704 shares during the last quarter. EJMK Ventures LLC grew its stake in shares of Micron Technology by 71.2% in the 1st quarter. EJMK Ventures LLC now owns 1,549 shares of the semiconductor manufacturer’s stock worth $523,000 after acquiring an additional 644 shares in the last quarter. CHICAGO TRUST Co NA raised its holdings in shares of Micron Technology by 4.0% in the first quarter. CHICAGO TRUST Co NA now owns 5,725 shares of the semiconductor manufacturer’s stock valued at $1,934,000 after purchasing an additional 220 shares during the last quarter. Merited Wealth LLC raised its holdings in shares of Micron Technology by 2.0% in the first quarter. Merited Wealth LLC now owns 1,312 shares of the semiconductor manufacturer’s stock valued at $443,000 after purchasing an additional 26 shares during the last quarter. Finally, TKG Advisors LLC lifted its position in shares of Micron Technology by 32.2% during the first quarter. TKG Advisors LLC now owns 15,261 shares of the semiconductor manufacturer’s stock valued at $5,156,000 after purchasing an additional 3,719 shares in the last quarter. 80.84% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

Several research firms recently weighed in on MU. TD Cowen boosted their price target on shares of Micron Technology from $1,500.00 to $1,600.00 and gave the stock a “buy” rating in a report on Thursday, June 25th. Morgan Stanley lifted their target price on shares of Micron Technology from $1,050.00 to $1,200.00 and gave the stock an “overweight” rating in a research report on Thursday, June 25th. Stifel Nicolaus boosted their target price on Micron Technology from $550.00 to $1,500.00 and gave the stock a “buy” rating in a research note on Thursday, June 18th. Royal Bank Of Canada upped their target price on Micron Technology from $1,200.00 to $1,500.00 and gave the company an “outperform” rating in a report on Thursday, June 25th. Finally, Citigroup increased their price target on Micron Technology from $1,200.00 to $1,400.00 and gave the company a “buy” rating in a research report on Thursday, June 25th. Five investment 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’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Buy” and an average target price of $1,263.76.

Micron Technology Stock Performance

Shares of MU stock opened at $1,032.28 on Thursday. The firm has a market cap of $1.17 trillion, a price-to-earnings ratio of 23.37 and a beta of 2.13. The company has a debt-to-equity ratio of 0.05, a quick ratio of 2.98 and a current ratio of 3.42. Micron Technology, Inc. has a 52 week low of $103.38 and a 52 week high of $1,255.00. The firm’s 50-day simple moving average is $856.65 and its two-hundred day simple moving average is $544.62.

Micron Technology (NASDAQ:MU) last released its earnings results on Wednesday, June 24th. The semiconductor manufacturer reported $25.11 earnings per share 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 firm had revenue of $41.46 billion during the quarter, compared to the consensus estimate of $35.91 billion. During the same period in the prior year, the firm earned $1.91 EPS. The company’s revenue was up 345.8% compared to the same quarter last year. Micron Technology has set its Q4 2026 guidance at 30.000-32.000 EPS. As a group, equities analysts forecast that Micron Technology, Inc. will post 71.74 earnings per share for the current year.

Micron Technology Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, July 21st. Shareholders of record on Monday, July 6th will be issued a dividend of $0.15 per share. This represents a $0.60 annualized dividend and a yield of 0.1%. The ex-dividend date of this dividend is Monday, July 6th. Micron Technology’s dividend payout ratio is 1.36%.

Key Micron Technology News

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

• Positive Sentiment: Micron and General Motors announced a long-term strategic supply agreement for automotive memory and storage, reinforcing demand visibility and expanding Micron’s automotive footprint. Micron and General Motors Sign Strategic Agreement to Secure Supply and Accelerate Innovation
• Positive Sentiment: Several analysts remain bullish, citing continued memory shortages, strong AI-driven demand, and higher price targets after Micron’s blowout earnings and guidance. Micron Stock Gets Set to Go Higher as KeyBanc Analyst Predicts ‘Continued Strong Demand’ in 2026
• Positive Sentiment: Industry commentary continues to highlight tight AI memory supply and rising chip prices, which support Micron’s earnings power even after the stock’s strong run. Micron Stock Drops But Memory-Chip Prices Keep Rising
• Neutral Sentiment: Micron also announced a $250 million commitment to Trump Accounts, which may improve sentiment around the company’s U.S. investment story, but the move is politically mixed and not directly tied to operating results. Micron Announces $250 Million Investment in Trump Accounts Reaching 1 Million Children, Families and the Future Workforce
• Negative Sentiment: Micron is being hit by a broad semiconductor selloff as investors lock in profits after the sector’s record rally, weighing on MU alongside other memory names. Chip stocks that notched record rallies in second quarter start Q3 with a dud
• Negative Sentiment: A new class-action lawsuit targeting DRAM pricing is creating legal overhang for Micron and other memory-chip makers, adding uncertainty for investors. Samsung, SK Hynix, Micron sued over DRAM prices: what’s at stake
• Negative Sentiment: Some commentators and valuation-focused pieces are warning that Micron’s massive run may have gone too far, especially if the memory cycle cools or margins normalize. Micron Is Now Everyone Else’s Problem (Rating Downgrade)

Insiders Place Their Bets

In other news, EVP Sumit Sadana sold 24,000 shares of the company’s stock in a transaction on Friday, April 10th. The stock was sold at an average price of $421.35, for a total transaction of $10,112,400.00. Following the transaction, the executive vice president owned 224,021 shares of the company’s stock, valued at $94,391,248.35. This represents a 9.68% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Steven J. Gomo sold 2,000 shares of Micron Technology stock in a transaction dated Monday, May 11th. The stock was sold at an average price of $787.03, for a total value of $1,574,060.00. Following the completion of the sale, the director directly owned 17,139 shares of the company’s stock, valued at approximately $13,488,907.17. This trade represents a 10.45% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 146,000 shares of company stock valued at $117,926,445 over the last ninety days. 0.24% of the stock is currently owned by insiders.

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.