Twin Capital Management Inc. Increases Stock Position in Micron Technology, Inc. $MU

Twin Capital Management Inc. boosted its holdings in Micron Technology, Inc. (NASDAQ:MU) by 12.5% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 17,113 shares of the semiconductor manufacturer’s stock after acquiring an additional 1,900 shares during the quarter. Micron Technology accounts for approximately 0.7% of Twin Capital Management Inc.’s holdings, making the stock its 22nd largest position. Twin Capital Management Inc.’s holdings in Micron Technology were worth $5,781,000 at the end of the most recent quarter.

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

Wall Street Analysts Forecast Growth

Several research firms have issued reports on MU. Wells Fargo & Company upped their target price on shares of Micron Technology from $1,220.00 to $1,525.00 and gave the company an “overweight” rating in a research note on Thursday, June 25th. DA Davidson lifted their price target on shares of Micron Technology from $1,500.00 to $2,000.00 and gave the stock a “buy” rating in a research note on Thursday, June 25th. Stifel Nicolaus boosted their price objective on shares of Micron Technology from $550.00 to $1,500.00 and gave the company a “buy” rating in a report on Thursday, June 18th. Morgan Stanley increased their price objective on shares of Micron Technology from $1,050.00 to $1,200.00 and gave the company an “overweight” rating in a research report on Thursday, June 25th. Finally, Melius Research assumed coverage on shares of Micron Technology in a report on Monday, April 27th. They issued a “buy” rating and a $700.00 target price on the stock. Five equities research analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and three have given a Hold rating to the company. According to MarketBeat, the stock currently has an average rating of “Buy” and an average target price of $1,268.93.

Micron Technology Stock Down 8.0%

MU stock opened at $904.28 on Thursday. 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 quick ratio of 2.98 and a current ratio of 3.42. The business’s 50-day moving average is $943.28 and its two-hundred day moving average is $594.19. Micron Technology, Inc. has a fifty-two week low of $103.38 and a fifty-two week high of $1,255.00.

Micron Technology (NASDAQ:MU) last released its quarterly earnings results on Wednesday, June 24th. The semiconductor manufacturer reported $25.11 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $21.39 by $3.72. Micron Technology had a return on equity of 71.13% and a net margin of 55.91%.The business had revenue of $41.46 billion during the quarter, compared to the consensus estimate of $35.91 billion. During the same period in the previous year, the company posted $1.91 EPS. The business’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. As a group, analysts forecast that Micron Technology, Inc. will post 72.94 earnings per share for the current year.

Micron Technology Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, July 21st. Investors of record on Monday, July 6th will be issued a $0.15 dividend. The ex-dividend date of this dividend is Monday, July 6th. This represents a $0.60 dividend on an annualized basis and a dividend yield of 0.1%. Micron Technology’s dividend payout ratio (DPR) is presently 1.36%.

More Micron Technology News

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 other Micron Technology news, CEO Sanjay Mehrotra sold 28,506 shares of the company’s stock in a transaction that occurred on Friday, June 26th. The shares were sold at an average price of $1,149.28, for a total transaction of $32,761,375.68. Following the completion of the sale, the chief executive officer directly owned 355,997 shares of the company’s stock, valued at approximately $409,140,232.16. This represents a 7.41% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Steven J. Gomo sold 2,000 shares of the stock in a transaction that occurred on Monday, May 11th. The stock was sold at an average price of $787.03, for a total transaction of $1,574,060.00. Following the completion of the transaction, the director owned 17,139 shares in the company, valued at $13,488,907.17. The trade was a 10.45% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 163,300 shares of company stock valued at $152,667,204. 0.24% of the stock is 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.