Micron Technology, Inc. $MU Shares Acquired by Sanctuary Advisors LLC

Sanctuary Advisors LLC increased its holdings in shares of Micron Technology, Inc. (NASDAQ:MU) by 36.1% in the 1st quarter, Holdings Channel.com reports. The firm owned 72,723 shares of the semiconductor manufacturer’s stock after acquiring an additional 19,277 shares during the quarter. Sanctuary Advisors LLC’s holdings in Micron Technology were worth $24,569,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in MU. High Note Wealth LLC raised its holdings in Micron Technology by 65.4% during the fourth quarter. High Note Wealth LLC now owns 86 shares of the semiconductor manufacturer’s stock worth $25,000 after purchasing an additional 34 shares in the last quarter. Elevation Wealth Partners LLC boosted its holdings in shares of Micron Technology by 295.8% in the 4th quarter. Elevation Wealth Partners LLC now owns 95 shares of the semiconductor manufacturer’s stock valued at $27,000 after buying an additional 71 shares in the last quarter. Kohmann Bosshard Financial Services LLC acquired a new position in shares of Micron Technology in the 1st quarter valued at $27,000. Steigerwald Gordon & Koch Inc. boosted its holdings in shares of Micron Technology by 4,800.0% in the 4th quarter. Steigerwald Gordon & Koch Inc. now owns 98 shares of the semiconductor manufacturer’s stock valued at $28,000 after buying an additional 96 shares in the last quarter. Finally, Bayban purchased a new position in shares of Micron Technology in the 4th quarter valued at $29,000. 80.84% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several brokerages recently commented on MU. Summit Insights lowered shares of Micron Technology from a “buy” rating to a “hold” rating in a research note on Thursday, March 19th. Royal Bank Of Canada upped their price objective on shares of Micron Technology from $1,200.00 to $1,500.00 and gave the company an “outperform” rating in a research note on Thursday, June 25th. Mizuho raised their price objective on Micron Technology from $1,150.00 to $1,375.00 and gave the stock an “outperform” rating in a report on Thursday, June 25th. TD Cowen reiterated a “buy” rating on shares of Micron Technology in a research report on Friday, July 10th. Finally, Stifel Nicolaus boosted their target price on Micron Technology from $550.00 to $1,500.00 and gave the company a “buy” rating in a report on Thursday, June 18th. Five research analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Buy” and a consensus target price of $1,268.93.

Micron Technology Stock Down 8.0%

MU stock opened at $904.28 on Thursday. The company has a fifty day moving average price of $943.28 and a 200 day moving average price of $594.19. Micron Technology, Inc. has a 12 month low of $103.38 and a 12 month high of $1,255.00. The company has a market cap of $1.02 trillion, a price-to-earnings ratio of 20.47 and a beta of 2.14. The company has a debt-to-equity ratio of 0.05, a current ratio of 3.42 and a quick ratio of 2.98.

Micron Technology (NASDAQ:MU) last issued its quarterly earnings results on Wednesday, June 24th. The semiconductor manufacturer reported $25.11 earnings per share for the quarter, topping 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 analysts’ expectations of $35.91 billion. During the same quarter in the prior year, the business earned $1.91 EPS. Micron Technology’s quarterly 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. Sell-side analysts expect that Micron Technology, Inc. will post 72.94 earnings per share for the current year.

Micron Technology Announces Dividend

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

Key Headlines Impacting Micron Technology

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

• Positive Sentiment: KeyBanc raised its price target on Micron and reiterated an overweight view, citing tight supply, rising memory prices, and strong demand for DRAM, NAND, and high-bandwidth memory. The Case for Micron Stock Rising Nearly 90%
• Positive Sentiment: Micron announced executives will participate in the KeyBanc Capital Markets Technology Leadership Forum in August, keeping the company visible to investors and analysts. Micron Announces Participation in Investor Event
• Positive Sentiment: Several articles reiterated that Micron remains a major AI infrastructure beneficiary, with strong earnings, expanding U.S. investment, and long-term customer contracts supporting revenue visibility. Why Micron Technology Stock Soared 304% in the First Half of 2026 and Why There Might Be More to Come
• Neutral Sentiment: Micron continues to trade as a highly watched AI-memory proxy, with commentary focused on valuation, technical levels, and whether the recent pullback is a buying opportunity.
• Negative Sentiment: Reports that CXMT is raising a much larger war chest than expected intensified concerns about fiercer Chinese memory-chip competition, which could pressure Micron’s market share and future pricing. $8.5 Billion Says This Micron Threat Is About to Get a Whole Lot Bigger
• Negative Sentiment: Broader semiconductor weakness and profit-taking hit AI hardware stocks, with traders questioning whether the sector’s rapid run can be sustained at current valuations. Dell, Micron, SanDisk tumble as AI hardware rally hits reversal
• Negative Sentiment: Additional coverage said Micron was sliding on China competition fears, and related bearish ETF moves reflected a wider selloff in memory and semiconductor stocks. Micron Stock Falls With Chinese Competition About to Get Fiercer

Insider Buying and Selling at Micron Technology

In related news, EVP April S. Arnzen sold 40,000 shares of the firm’s stock in a transaction dated Wednesday, July 1st. The stock was sold at an average price of $1,083.94, for a total transaction of $43,357,600.00. Following the transaction, the executive vice president owned 85,737 shares of the company’s stock, valued at $92,933,763.78. This trade represents a 31.81% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, CEO Sanjay Mehrotra sold 28,506 shares of the firm’s stock in a transaction dated Friday, June 26th. The stock was sold at an average price of $1,149.28, for a total value of $32,761,375.68. Following the transaction, the chief executive officer directly owned 355,997 shares in the company, valued at approximately $409,140,232.16. This represents a 7.41% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 163,300 shares of company stock worth $152,667,204 over the last three months. 0.24% of the stock is currently owned by corporate 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.