Toth Financial Advisory Corp Sells 822 Shares of Micron Technology, Inc. $MU

Toth Financial Advisory Corp reduced its stake in Micron Technology, Inc. (NASDAQ:MU) by 12.0% during the second quarter, Holdings Channel.com reports. The firm owned 6,055 shares of the semiconductor manufacturer’s stock after selling 822 shares during the period. Toth Financial Advisory Corp’s holdings in Micron Technology were worth $6,989,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. High Note Wealth LLC increased 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 buying an additional 34 shares during the period. Kohmann Bosshard Financial Services LLC bought a new stake in Micron Technology during the 1st quarter valued at $27,000. Bayban purchased a new stake in Micron Technology during the 4th quarter valued at $29,000. WealthCollab LLC boosted its position in Micron Technology by 4,500.0% during the 2nd quarter. WealthCollab LLC now owns 276 shares of the semiconductor manufacturer’s stock valued at $34,000 after buying an additional 270 shares during the period. Finally, Financial Life Planners bought a new stake in Micron Technology in the 1st quarter worth $36,000. Institutional investors own 80.84% of the company’s stock.

Analyst Ratings Changes

A number of equities analysts have issued reports on MU shares. Cantor Fitzgerald reaffirmed an “overweight” rating and set a $1,500.00 price objective on shares of Micron Technology in a research note on Thursday, June 25th. ThinkEquity reissued a “buy” rating on shares of Micron Technology in a research note on Monday, August 3rd. Wells Fargo & Company boosted their price target on Micron Technology from $1,220.00 to $1,525.00 and gave the company an “overweight” rating in a report on Thursday, June 25th. Wedbush upped their price target on Micron Technology from $1,300.00 to $1,400.00 and gave the company an “outperform” rating in a research report on Thursday, June 25th. Finally, Citigroup lowered their price target on Micron Technology from $1,400.00 to $1,150.00 and set a “buy” rating for the company in a research report on Friday, August 7th. Four investment analysts have rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat, Micron Technology has a consensus rating of “Buy” and a consensus price target of $1,295.63.

Key Stories Impacting Micron Technology

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

• Positive Sentiment: Analysts and market commentators remain bullish on Micron’s role as a supplier of high-bandwidth memory (HBM) used in AI systems. Korean memory stocks reportedly surged while U.S. markets were closed, reinforcing expectations that tight AI-memory supply and strong pricing could support Micron’s earnings and its roughly $50 billion outlook. Micron’s $50 Billion Guide Gets an 8.3% Signal From Seoul
• Positive Sentiment: A top analyst issued an aggressive new price target for MU, while several articles argue that the memory shortage and AI infrastructure buildout could drive another leg higher. Some forecasts point to continued momentum into and after the Sept. 30 earnings release. Micron, SanDisk get new aggressive price targets from top analyst Prediction: Micron Stock Will Skyrocket After Sept. 30
• Positive Sentiment: Micron’s latest quarterly results substantially exceeded expectations, with $25.11 in EPS and $41.46 billion in revenue, up 345.8% year over year. That performance provides a strong fundamental backdrop for the current rally and raises expectations for another earnings beat.
• Neutral Sentiment: Investors are now focused on whether contract-memory pricing, HBM demand and management’s guidance can justify MU’s elevated valuation and support a move toward the $1,250 area. What Would It Take to Get MU Stock Up to $1,250?
• Negative Sentiment: Micron’s plan to significantly expand HBM capacity could eventually create oversupply, pressure pricing and weaken margins if AI demand fails to keep pace. The stock has also struggled to regain its June peak, prompting questions about whether the rally is losing momentum. Could Doubling HBM Capacity Create an Oversupply Headwind? Is Micron Technology Stock Running Out of Steam?

Insider Transactions at Micron Technology

In other Micron Technology news, CAO Scott R. Allen sold 879 shares of Micron Technology stock in a transaction on Thursday, July 23rd. The stock was sold at an average price of $1,000.00, for a total transaction of $879,000.00. Following the completion of the transaction, the chief accounting officer owned 34,958 shares in the company, valued at approximately $34,958,000. The trade was a 2.45% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Sumit Sadana sold 15,000 shares of the business’s stock in a transaction on Tuesday, August 18th. The stock was sold at an average price of $934.29, for a total value of $14,014,350.00. Following the completion of the sale, the executive vice president directly owned 191,021 shares in the company, valued at $178,469,010.09. This trade represents a 7.28% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 177,204 shares of company stock worth $182,156,264. Company insiders own 0.24% of the company’s stock.

Micron Technology Price Performance

NASDAQ:MU opened at $1,016.59 on Tuesday. The company has a debt-to-equity ratio of 0.05, a current ratio of 3.42 and a quick ratio of 2.98. The firm’s 50-day moving average price is $932.58 and its 200-day moving average price is $741.12. The company has a market capitalization of $1.15 trillion, a PE ratio of 23.02, a P/E/G ratio of 0.64 and a beta of 2.22. Micron Technology, Inc. has a 1-year low of $125.66 and a 1-year high of $1,255.00.

Micron Technology (NASDAQ:MU) last issued 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. The company had revenue of $41.46 billion during the quarter, compared to analysts’ expectations of $35.91 billion. Micron Technology had a net margin of 55.91% and a return on equity of 71.13%. Micron Technology’s revenue was up 345.8% on a year-over-year basis. During the same period last year, the company posted $1.91 EPS. Micron Technology has set its Q4 2026 guidance at 30.000-32.000 EPS. On average, equities analysts predict that Micron Technology, Inc. will post 72.93 EPS for the current fiscal year.

Micron Technology Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Tuesday, July 21st. Stockholders of record on Monday, July 6th were given a $0.15 dividend. This represents a $0.60 dividend on an annualized basis and a dividend yield of 0.1%. The ex-dividend date of this dividend was Monday, July 6th. Micron Technology’s payout ratio is currently 1.36%.

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.