Visionary Wealth Advisors Buys Shares of 10,267 Micron Technology, Inc. $MU

Visionary Wealth Advisors purchased a new stake in Micron Technology, Inc. (NASDAQ:MU) in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 10,267 shares of the semiconductor manufacturer’s stock, valued at approximately $11,851,000.

Other hedge funds and other institutional investors have also made changes to their positions in the company. High Note Wealth LLC grew its stake in Micron Technology by 65.4% in the 4th quarter. High Note Wealth LLC now owns 86 shares of the semiconductor manufacturer’s stock valued at $25,000 after acquiring an additional 34 shares during the last quarter. Kohmann Bosshard Financial Services LLC purchased a new position in Micron Technology during the 1st quarter valued at about $27,000. Bayban acquired a new position in Micron Technology during the fourth quarter worth about $29,000. Luken Investment Analytics LLC acquired a new position in Micron Technology during the fourth quarter worth about $31,000. Finally, WealthCollab LLC lifted its holdings in shares of Micron Technology by 4,500.0% in the second quarter. WealthCollab LLC now owns 276 shares of the semiconductor manufacturer’s stock valued at $34,000 after purchasing an additional 270 shares in the last quarter. Institutional investors and hedge funds own 80.84% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research firms have recently commented on MU. Bank of America increased their price target on shares of Micron Technology from $950.00 to $1,500.00 and gave the company a “buy” rating in a research report on Tuesday, June 23rd. Wedbush upped their target price on Micron Technology from $1,300.00 to $1,400.00 and gave the company an “outperform” rating in a research note on Thursday, June 25th. Weiss Ratings reiterated a “buy (b)” rating on shares of Micron Technology in a report on Friday, August 7th. ThinkEquity reissued a “buy” rating on shares of Micron Technology in a research report on Monday, August 3rd. Finally, New Street Research raised Micron Technology from a “neutral” rating to a “buy” rating and set a $1,250.00 price target for the company in a research report on Friday, August 14th. Four research analysts have rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and three have issued a Hold rating to the company. According to MarketBeat, Micron Technology has a consensus rating of “Buy” and a consensus target price of $1,295.63.

Insider Activity at Micron Technology

In other news, EVP April Arnzen sold 40,000 shares of the firm’s stock in a transaction on 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 sale, the executive vice president owned 85,737 shares in the company, 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 document filed with the Securities & Exchange Commission, which is available through this link. Also, EVP Sumit Sadana sold 15,000 shares of Micron Technology stock in a transaction on Tuesday, August 18th. The shares were sold at an average price of $934.29, for a total value of $14,014,350.00. Following the completion of the sale, the executive vice president directly owned 191,021 shares of the company’s stock, valued at approximately $178,469,010.09. This represents a 7.28% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 177,204 shares of company stock worth $182,156,264. Company insiders own 0.24% of the company’s stock.

Micron Technology Stock Performance

Shares of NASDAQ MU opened at $958.16 on Friday. The company has a 50-day simple moving average of $937.47 and a 200-day simple moving average of $732.52. The company has a debt-to-equity ratio of 0.05, a current ratio of 3.42 and a quick ratio of 2.98. The company has a market cap of $1.08 trillion, a PE ratio of 21.69, a price-to-earnings-growth ratio of 0.61 and a beta of 2.22. Micron Technology, Inc. has a 12 month low of $118.52 and a 12 month high of $1,255.00.

Micron Technology (NASDAQ:MU) last announced its quarterly earnings data on Wednesday, June 24th. The semiconductor manufacturer reported $25.11 earnings per share (EPS) for the quarter, beating the consensus estimate of $21.39 by $3.72. Micron Technology had a net margin of 55.91% and a return on equity of 71.13%. The business had revenue of $41.46 billion for the quarter, compared to the consensus estimate of $35.91 billion. During the same quarter in the prior year, the firm posted $1.91 earnings per share. The company’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. On average, equities analysts anticipate that Micron Technology, Inc. will post 72.93 earnings per share for the current year.

Micron Technology Dividend Announcement

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

Key Stories Impacting Micron Technology

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

• Positive Sentiment: Record results and upbeat outlook support the bull case. Micron’s fiscal third-quarter revenue reached $41.46 billion, while non-GAAP EPS was $25.11, both well above expectations. Management’s fiscal fourth-quarter outlook—approximately $50 billion in revenue, $31 in non-GAAP EPS and an estimated 86% gross margin—has reinforced expectations for another record quarter. Micron’s Q4 2026 Period Will Be Another Record Quarter
• Positive Sentiment: AI demand is extending beyond high-bandwidth memory (HBM). Hyperscaler spending is tightening supplies of HBM, DRAM and NAND, driving contract-price increases and diverting production away from consumer electronics. Micron also has 16 strategic customer agreements, including multiyear commitments and pricing protections, improving revenue visibility and reducing—though not eliminating—the impact of traditional memory cycles. Micron: The AI Memory Shortage Has Spread Beyond HBM
• Positive Sentiment: Analysts and institutional investors remain broadly constructive. Several reports argue that sold-out HBM capacity, strong pricing and a valuation below some semiconductor peers leave room for further gains. Soros Fund Management increased its reported Micron position nearly eightfold in the second quarter, although other investors, including David Tepper, reduced their exposure. Soros Fund Management Increased Micron Nearly Eightfold
• Neutral Sentiment: Micron also received a legal tailwind. A U.S. appeals court upheld Patent Office rulings invalidating five Netlist memory patents, removing a potential source of litigation pressure. Netlist Loses Patent Infringement Appeal Against Micron
• Negative Sentiment: China’s CXMT is gaining DRAM share, increasing long-term competition. Reports place CXMT near 10% of the DRAM market, raising concerns that Chinese capacity could eventually pressure pricing and market share, despite Micron’s near-term production being largely committed under contracts. Chinese Chipmaker CXMT Surges to 10% DRAM Share
• Negative Sentiment: High expectations and external risks are limiting enthusiasm. Critics argue that the upcoming quarterly report must deliver near-perfect execution after MU’s major rally. A potentially restrictive Federal Reserve decision could pressure richly valued growth stocks, while labor tensions in Taiwan—including demands for unusually large bonuses and a possible strike vote—create supply-continuity and margin risks. The Fed’s September Decision Could Hit Micron Harder Than Its Own Earnings

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.