2,021 Shares in Micron Technology, Inc. $MU Bought by Financial & Tax Architects LLC

Financial & Tax Architects LLC acquired a new position in shares of Micron Technology, Inc. (NASDAQ:MU) during the 3rd quarter, according to its most recent 13F filing with the SEC. The fund acquired 2,021 shares of the semiconductor manufacturer’s stock, valued at approximately $2,153,000.

A number of other institutional investors also recently made changes to their positions in MU. Andar Capital Management HK Ltd grew its position in shares of Micron Technology by 856,960.3% during the second quarter. Andar Capital Management HK Ltd now owns 34,282,413 shares of the semiconductor manufacturer’s stock worth $39,571,847,000 after buying an additional 34,278,413 shares in the last quarter. Primecap Management Co. CA bought a new stake in shares of Micron Technology in the second quarter worth $22,182,263,000. Legal & General Group Plc acquired a new stake in Micron Technology in the second quarter valued at $8,402,393,000. Situational Awareness LP raised its holdings in Micron Technology by 1,149.0% in the second quarter. Situational Awareness LP now owns 4,828,786 shares of the semiconductor manufacturer’s stock valued at $5,573,819,000 after acquiring an additional 5,289,124 shares in the last quarter. Finally, Canada Pension Plan Investment Board acquired a new stake in Micron Technology in the second quarter valued at $3,761,237,000. 80.84% of the stock is owned by institutional investors and hedge funds.

Micron Technology Stock Performance

MU stock opened at $931.24 on Friday. The stock’s 50 day simple moving average is $985.86 and its 200 day simple moving average is $861.12. Micron Technology, Inc. has a 12-month low of $192.40 and a 12-month high of $1,255.00. The firm has a market cap of $1.05 trillion, a P/E ratio of 12.55, a P/E/G ratio of 0.16 and a beta of 2.22. The company has a current ratio of 3.31, a quick ratio of 2.94 and a debt-to-equity ratio of 0.03.

Micron Technology (NASDAQ:MU) last released its quarterly earnings data on Wednesday, September 30th. The semiconductor manufacturer reported $33.42 EPS for the quarter, topping analysts’ consensus estimates of $31.77 by $1.65. The firm had revenue of $54.23 billion during the quarter, compared to the consensus estimate of $51.33 billion. Micron Technology had a net margin of 63.80% and a return on equity of 92.62%. The firm’s revenue was up 379.1% on a year-over-year basis. During the same quarter in the previous year, the company posted $3.03 earnings per share. Micron Technology has set its Q1 2027 guidance at 37.150-39.150 EPS. As a group, equities research analysts predict that Micron Technology, Inc. will post 177.03 EPS for the current year.

Micron Technology Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, October 29th. Shareholders of record on Wednesday, October 14th will be issued 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 is Wednesday, October 14th. Micron Technology’s dividend payout ratio is 0.81%.

Micron Technology News Roundup

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

• Positive Sentiment: Micron’s fundamental outlook remains strong. Fiscal 2026 revenue reportedly rose 256% to $133.2 billion, while tight DRAM and HBM supply is supporting significant margin expansion. The company is also accelerating construction of new fabs in Idaho and New York to increase capacity. Prediction: This Is What $2,000 Invested in Micron Stock Today Could Be Worth by 2029
• Positive Sentiment: Micron has signed 26 strategic customer agreements with pricing frameworks, helping reduce the traditional memory cycle risk. Its diversified customer base also means no single customer represented at least 10% of fiscal 2026 revenue. Micron’s Customer Contracts Just Took the Memory Cycle Off the Table
• Positive Sentiment: Analysts and commentators continue to identify MU as a buy-the-dip opportunity, citing AI-driven revenue growth, expanding margins and a lower valuation than some peers. Erste Group also raised its FY2027 earnings estimate, while Rosenblatt reaffirmed a Buy rating.
• Positive Sentiment: Elon Musk praised Micron’s approach to future memory pricing, and strong demand for AI infrastructure is expected to support high-value HBM shipments. ASML’s reported order backlog through 2030 also reinforces the long-term equipment and HBM demand outlook. ASML Just Delivered Excellent News for Micron Stock Investors
• Neutral Sentiment: Micron’s market capitalization is trailing several large companies, including Eli Lilly and Berkshire Hathaway, highlighting both the stock’s substantial rally and the possibility that investors are reassessing its valuation after recent volatility.
• Negative Sentiment: The principal overhang is China’s ChangXin Memory Technologies (CXMT), which is advancing in DDR5, LPDDR5X and server-memory products. Investors fear that Chinese competition could pressure prices and margins, although analysts note CXMT currently appears more competitive in lower-end memory than in Micron’s premium HBM products.
• Negative Sentiment: A broader AI and semiconductor sell-off, concerns about a possible memory oversupply by 2029, higher inflation and potential interest-rate increases have contributed to recent selling. Cathie Wood’s warning that memory-chip cycles remain “vicious” underscores the risk that today’s exceptional profits may not persist.

Insider Transactions at Micron Technology

In other news, CAO Scott Allen sold 879 shares of the firm’s stock in a transaction dated Thursday, July 23rd. The shares were sold at an average price of $1,000.00, for a total value of $879,000.00. Following the transaction, the chief accounting officer directly owned 34,958 shares in the company, valued at approximately $34,958,000. This trade represents a 2.45% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, EVP Sumit Sadana sold 15,000 shares of Micron Technology stock in a transaction dated Tuesday, August 18th. The shares were sold at an average price of $934.29, for a total transaction of $14,014,350.00. Following the completion of the transaction, the executive vice president directly owned 191,021 shares of the company’s stock, valued at $178,469,010.09. This trade represents a 7.28% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 95,879 shares of company stock worth $90,939,466. 0.24% of the stock is currently owned by insiders.

Analyst Ratings Changes

A number of research analysts have commented on MU shares. Bank of America increased their price objective on shares of Micron Technology from $950.00 to $1,500.00 and gave the company a “buy” rating in a research note on Tuesday, June 23rd. Citigroup upped their target price on shares of Micron Technology from $1,150.00 to $1,300.00 and gave the company a “buy” rating in a research note on Wednesday, September 23rd. Erste Group Bank raised shares of Micron Technology from a “hold” rating to a “buy” rating in a research report on Thursday, June 25th. JPMorgan Chase & Co. lifted their price target on Micron Technology from $550.00 to $1,540.00 and gave the stock an “overweight” rating in a research note on Thursday, June 25th. Finally, ThinkEquity reiterated a “buy” rating on shares of Micron Technology in a research note on Monday, August 3rd. One research analyst has rated the stock with a Strong Buy rating, forty-one have given a Buy rating and four have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, Micron Technology currently has a consensus rating of “Moderate Buy” and an average price target of $1,407.88.

Micron Technology Company Profile

Micron Technology, Inc is a semiconductor company that develops and manufactures memory and storage solutions. Its product portfolio includes dynamic random-access memory (DRAM), NAND flash memory, three-dimensional XPoint-related technologies, solid-state drives, and high-bandwidth memory products designed for demanding computing applications.

The company serves customers across the data center, artificial intelligence, networking, automotive, industrial, mobile, consumer electronics, and embedded markets.