Insight Holdings Group LLC Acquires Shares of 660 Micron Technology, Inc. $MU

Insight Holdings Group LLC acquired a new stake in shares of Micron Technology, Inc. (NASDAQ:MU) in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor acquired 660 shares of the semiconductor manufacturer’s stock, valued at approximately $223,000. Micron Technology comprises about 0.0% of Insight Holdings Group LLC’s portfolio, making the stock its 28th largest holding.

A number of other institutional investors also recently modified their holdings of MU. High Note Wealth LLC increased its holdings in Micron Technology by 65.4% during the 4th quarter. High Note Wealth LLC now owns 86 shares of the semiconductor manufacturer’s stock valued at $25,000 after purchasing an additional 34 shares during the period. Kohmann Bosshard Financial Services LLC purchased a new stake in Micron Technology in the 1st quarter worth approximately $27,000. Steigerwald Gordon & Koch Inc. grew its position in shares of 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 during the last quarter. Bayban bought a new stake in shares of Micron Technology in the 4th quarter worth approximately $29,000. Finally, GHP Investment Advisors Inc. increased its stake in shares of Micron Technology by 91.2% during the fourth quarter. GHP Investment Advisors Inc. now owns 109 shares of the semiconductor manufacturer’s stock valued at $31,000 after buying an additional 52 shares during the period. 80.84% of the stock is currently owned by hedge funds and other institutional investors.

Micron Technology Trading Down 7.0%

NASDAQ MU opened at $920.95 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. Micron Technology, Inc. has a twelve month low of $103.38 and a twelve month high of $1,255.00. The firm has a market capitalization of $1.04 trillion, a PE ratio of 20.85 and a beta of 2.14. The stock’s 50 day moving average is $966.27 and its 200 day moving average is $622.56.

Micron Technology (NASDAQ:MU) last issued its quarterly earnings results on Wednesday, June 24th. The semiconductor manufacturer reported $25.11 earnings per share for the quarter, topping the consensus estimate of $21.39 by $3.72. The company had revenue of $41.46 billion for the quarter, compared to analysts’ expectations of $35.91 billion. Micron Technology had a return on equity of 71.13% and a net margin of 55.91%.The firm’s revenue for the quarter was up 345.8% on a year-over-year basis. During the same period in the prior year, the firm earned $1.91 earnings per share. Micron Technology has set its Q4 2026 guidance at 30.000-32.000 EPS. Research analysts forecast that Micron Technology, Inc. will post 72.93 earnings per share for the current fiscal year.

Micron Technology Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, July 21st. Stockholders of record on Monday, July 6th were given a $0.15 dividend. The ex-dividend date of this dividend was 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 is currently 1.36%.

Trending Headlines about 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 related news, CEO Sanjay Mehrotra sold 28,506 shares of the stock in a transaction dated Friday, June 26th. The shares were sold at an average price of $1,149.28, for a total value of $32,761,375.68. Following the completion of the transaction, the chief executive officer directly owned 355,997 shares in the company, valued at $409,140,232.16. This trade represents a 7.41% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Lynn A. Dugle sold 1,300 shares of Micron Technology stock in a transaction dated Tuesday, June 30th. The shares were sold at an average price of $1,150.43, for a total transaction of $1,495,559.00. Following the transaction, the director directly owned 17,728 shares of the company’s stock, valued at approximately $20,394,823.04. This trade represents a 6.83% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 163,300 shares of company stock valued at $152,667,204 over the last 90 days. 0.24% of the stock is owned by corporate insiders.

Analyst Ratings Changes

MU has been the subject of a number of recent analyst reports. Raymond James Financial upped their target price on Micron Technology from $1,100.00 to $1,500.00 and gave the company an “outperform” rating in a report 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 research report on Thursday, June 18th. KeyCorp restated an “overweight” rating on shares of Micron Technology in a report on Monday, July 20th. Royal Bank Of Canada upped their price objective on shares of Micron Technology from $1,200.00 to $1,500.00 and gave the stock an “outperform” rating in a report on Thursday, June 25th. Finally, Barclays raised their target price on shares of Micron Technology from $1,175.00 to $2,000.00 and gave the stock an “overweight” rating in a research report on Thursday, June 25th. Four equities research analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat.com, Micron Technology presently has an average rating of “Buy” and a consensus price target of $1,268.93.

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.