Wood Tarver Financial Group LLC Acquires Shares of 6,354 Micron Technology, Inc. $MU

Wood Tarver Financial Group LLC acquired a new position in shares of Micron Technology, Inc. (NASDAQ:MU) during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund acquired 6,354 shares of the semiconductor manufacturer’s stock, valued at approximately $7,334,000. Micron Technology comprises about 1.7% of Wood Tarver Financial Group LLC’s portfolio, making the stock its 13th biggest holding.

Several other institutional investors have also recently made changes to their positions in the company. Brighton Jones LLC raised its holdings in shares of Micron Technology by 18.3% in the fourth quarter. Brighton Jones LLC now owns 6,318 shares of the semiconductor manufacturer’s stock valued at $532,000 after purchasing an additional 976 shares during the last quarter. Sivia Capital Partners LLC boosted its holdings in Micron Technology by 21.7% during the second quarter. Sivia Capital Partners LLC now owns 3,528 shares of the semiconductor manufacturer’s stock worth $435,000 after purchasing an additional 628 shares during the last quarter. United Bank purchased a new position in Micron Technology during the second quarter worth about $236,000. Schnieders Capital Management LLC. grew its position in Micron Technology by 67.9% in the 2nd quarter. Schnieders Capital Management LLC. now owns 16,984 shares of the semiconductor manufacturer’s stock worth $2,093,000 after purchasing an additional 6,867 shares in the last quarter. Finally, Sei Investments Co. grew its position in Micron Technology by 5.6% in the 2nd quarter. Sei Investments Co. now owns 405,545 shares of the semiconductor manufacturer’s stock worth $49,987,000 after purchasing an additional 21,619 shares in the last quarter. Institutional investors own 80.84% of the company’s stock.

Wall Street Analysts Forecast Growth

MU has been the topic of several recent analyst reports. Deutsche Bank Aktiengesellschaft lifted their target price on shares of Micron Technology from $1,500.00 to $1,550.00 and gave the stock a “buy” rating in a research report on Thursday, June 25th. Seaport Research Partners reaffirmed a “buy” rating on shares of Micron Technology in a research report on Friday, August 14th. Wedbush lifted their price target on Micron Technology from $1,300.00 to $1,400.00 and gave the stock an “outperform” rating in a report on Thursday, June 25th. DA Davidson lifted their price target on Micron Technology from $1,500.00 to $2,000.00 and gave the stock a “buy” rating in a report on Thursday, June 25th. Finally, Mizuho cut their price objective on Micron Technology from $1,375.00 to $1,300.00 and set an “outperform” rating on the stock in a research report on Tuesday, August 25th. Four analysts have rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Buy” and an average target price of $1,295.63.

Insider Buying and Selling at Micron Technology

In other Micron Technology news, Director Lynn A. Dugle sold 1,300 shares of the business’s stock in a transaction on Tuesday, June 30th. The stock was sold at an average price of $1,150.43, for a total value of $1,495,559.00. Following the sale, the director directly owned 17,728 shares in the company, valued at $20,394,823.04. The trade was a 6.83% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, EVP Sumit Sadana sold 15,000 shares of the company’s 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 transaction, the executive vice president directly owned 191,021 shares in the company, valued at $178,469,010.09. This represents a 7.28% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 177,204 shares of company stock valued at $182,156,264 in the last quarter. Insiders own 0.24% of the company’s stock.

Micron Technology Stock Up 0.2%

MU opened at $958.16 on Friday. The company has a quick ratio of 2.98, a current ratio of 3.42 and a debt-to-equity ratio of 0.05. The stock has a market cap of $1.08 trillion, a price-to-earnings ratio of 21.69, a PEG ratio of 0.61 and a beta of 2.22. Micron Technology, Inc. has a twelve month low of $118.52 and a twelve month high of $1,255.00. The company’s 50-day moving average price is $937.47 and its two-hundred day moving average price is $732.52.

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 expect that Micron Technology, Inc. will post 72.93 earnings per share for the current year.

Micron Technology Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, July 21st. Investors of record on Monday, July 6th were paid a $0.15 dividend. The ex-dividend date was Monday, July 6th. This represents a $0.60 annualized dividend and a yield of 0.1%. Micron Technology’s dividend payout ratio is presently 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

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.