Keebeck Wealth Management Raises Holdings in Micron Technology, Inc. $MU

Keebeck Wealth Management boosted its holdings in shares of Micron Technology, Inc. (NASDAQ:MU) by 45.0% in the 1st quarter, Holdings Channel.com reports. The fund owned 2,713 shares of the semiconductor manufacturer’s stock after buying an additional 842 shares during the quarter. Keebeck Wealth Management’s holdings in Micron Technology were worth $917,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Signature Equity Partners LLC increased its position in shares of Micron Technology by 6.3% during the 1st quarter. Signature Equity Partners LLC now owns 253 shares of the semiconductor manufacturer’s stock worth $86,000 after purchasing an additional 15 shares during the last quarter. Clearwater Capital Advisors LLC lifted its position in Micron Technology by 1.1% in the first quarter. Clearwater Capital Advisors LLC now owns 1,617 shares of the semiconductor manufacturer’s stock valued at $546,000 after buying an additional 18 shares during the last quarter. Capital Advisors Ltd. LLC boosted its stake in Micron Technology by 10.3% during the first quarter. Capital Advisors Ltd. LLC now owns 247 shares of the semiconductor manufacturer’s stock worth $83,000 after buying an additional 23 shares during the period. Manning & Napier Advisors LLC boosted its stake in Micron Technology by 2.4% during the fourth quarter. Manning & Napier Advisors LLC now owns 1,030 shares of the semiconductor manufacturer’s stock worth $301,000 after buying an additional 24 shares during the period. Finally, Essex Bank boosted its stake in Micron Technology by 2.0% during the first quarter. Essex Bank now owns 1,252 shares of the semiconductor manufacturer’s stock worth $423,000 after buying an additional 24 shares during the period. Hedge funds and other institutional investors own 80.84% of the company’s stock.

Micron Technology Trading Down 7.0%

NASDAQ MU opened at $920.95 on Friday. The firm has a 50 day simple moving average of $966.27 and a 200-day simple moving average of $622.56. The company has a debt-to-equity ratio of 0.05, a quick ratio of 2.98 and a current ratio of 3.42. Micron Technology, Inc. has a one year low of $103.38 and a one year high of $1,255.00. The firm has a market cap of $1.04 trillion, a price-to-earnings ratio of 20.85 and a beta of 2.14.

Micron Technology (NASDAQ:MU) last announced its quarterly earnings data 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 analysts’ expectations of $35.91 billion. During the same quarter in the previous year, the business posted $1.91 earnings per share. 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. Equities research analysts anticipate that Micron Technology, Inc. will post 72.93 EPS for the current fiscal 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 $0.15 dividend. The ex-dividend date was Monday, July 6th. This represents a $0.60 annualized dividend and a dividend yield of 0.1%. Micron Technology’s payout ratio is 1.36%.

Wall Street Analyst Weigh In

A number of equities research analysts have recently issued reports on MU shares. Barclays boosted their price target on shares of Micron Technology from $1,175.00 to $2,000.00 and gave the company an “overweight” rating in a research note on Thursday, June 25th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Micron Technology in a research report on Tuesday, May 12th. Wells Fargo & Company lifted 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 report on Thursday, June 25th. Sanford C. Bernstein set a $1,300.00 target price on Micron Technology in a research report on Monday, June 22nd. Finally, Royal Bank Of Canada boosted their target price on Micron Technology from $1,200.00 to $1,500.00 and gave the company an “outperform” rating in a research report on Thursday, June 25th. Four analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Buy” and an average price target of $1,268.93.

Key Stories Impacting Micron Technology

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

• Positive Sentiment: Micron remains a key beneficiary of AI infrastructure spending, with bullish coverage highlighting rising demand for HBM, DRAM and NAND as memory intensity increases in next-generation AI systems. Micron Is A Strong Buy Again Because Of Kimi K3
• Positive Sentiment: Micron’s HBM4 ramp-up and faster yield gains could support revenue and margin growth, reinforcing its position in the AI memory race. Micron Boosts HBM4 Ramp-Up: Will It Help MU Lead the AI Memory Race?
• Neutral Sentiment: Analysts and market commentators continue to point to strong long-term fundamentals, but this support is being offset by near-term volatility in the chip trade. Micron Stock Price Stalls Below $1,000 – Here’s Why Analysts Aren’t Worried
• Negative Sentiment: Semiconductor stocks are sliding broadly as investors lock in gains after a huge 2026 rally, with valuation concerns and leveraged-position unwinding hitting the group. Semiconductor Crossroads: Healthy Consolidation or Deeper Repricing?
• Negative Sentiment: Chip stocks, including Micron, are also being pressured by weakness in Korean memory names and concern over Chinese memory developments, adding to the selloff in U.S. memory shares. Why Micron and other major chip stocks are falling — even as the rest of tech holds up

Insider Buying and Selling at Micron Technology

In other news, Director Steven J. Gomo sold 2,000 shares of the company’s stock in a transaction 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 sale, the director owned 17,139 shares of the company’s stock, valued at approximately $13,488,907.17. This represents a 10.45% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP April S. Arnzen sold 40,000 shares of the stock in a transaction on Wednesday, July 1st. The shares were sold at an average price of $1,083.94, for a total value of $43,357,600.00. Following the completion of the sale, the executive vice president owned 85,737 shares in the company, valued at approximately $92,933,763.78. The trade was a 31.81% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 163,300 shares of company stock worth $152,667,204. 0.24% of the stock is currently owned by insiders.

Micron Technology 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.