Blair William & Co. IL Increases Stake in Micron Technology, Inc. $MU

Key Points

• Blair William & Co. IL increased its stake in Micron by 2.0%, owning 299,892 shares after adding 5,934 shares in the quarter, with the position valued at about $50.18 million per its latest 13F filing.
• Micron shows strong operational momentum — a recent quarterly beat (EPS $4.78 vs. $3.77 est.), shipment of a 256GB LPDDR5X AI server memory module, and ramping of an assembly & test facility in India — prompting several analysts to raise price targets and ratings.
• Despite those positives, the stock is trading down (reported ~6.7% decline) amid a sectorwide selloff and macro/geopolitical risk; insiders have both sold and bought shares recently and institutional ownership remains high (~80.8%).

Blair William & Co. IL lifted its position in Micron Technology, Inc. (NASDAQ:MU - Free Report) by 2.0% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 299,892 shares of the semiconductor manufacturer's stock after acquiring an additional 5,934 shares during the quarter. Blair William & Co. IL's holdings in Micron Technology were worth $50,178,000 at the end of the most recent reporting period.

A number of other large investors have also recently made changes to their positions in the company. REAP Financial Group LLC purchased a new stake in Micron Technology in the 3rd quarter worth about $25,000. Barnes Dennig Private Wealth Management LLC bought a new stake in Micron Technology in the third quarter worth about $27,000. Howard Hughes Medical Institute purchased a new position in shares of Micron Technology during the second quarter valued at approximately $30,000. AlphaQuest LLC boosted its position in shares of Micron Technology by 13,250.0% during the second quarter. AlphaQuest LLC now owns 267 shares of the semiconductor manufacturer's stock valued at $33,000 after buying an additional 265 shares during the period. Finally, Cullen Frost Bankers Inc. grew its stake in shares of Micron Technology by 79.3% during the third quarter. Cullen Frost Bankers Inc. now owns 199 shares of the semiconductor manufacturer's stock valued at $33,000 after buying an additional 88 shares during the last quarter. 80.84% of the stock is owned by hedge funds and other institutional investors.

More Micron Technology News

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

• Positive Sentiment: Micron began shipping customer samples of its 256GB SOCAMM2 LPDDR5X AI server memory module — its highest‑capacity, power‑efficient AI DRAM — which should support higher ASPs and stronger AI‑server content per box. How Micron’s New 256GB AI Server Memory and India Ramp-Up Will Impact Micron Technology (MU) Investors
• Positive Sentiment: Micron opened and is ramping an advanced assembly & test facility in Sanand, India, expanding global manufacturing footprint to meet AI memory demand and diversify supply chains. Micron Technology, Inc. (MU) Announces the Grand Opening of its Semiconductor Assembly and Test Facility in Sanand, Gujarat, India
• Positive Sentiment: Analysts and research pieces highlight Micron’s AI memory “moat”: HBM tightness, sold‑out 2026 HBM capacity, and guidance that implies very strong margins — supporting upside to earnings expectations. Micron's New Moat: The AI Memory Supercycle
• Positive Sentiment: Earnings‑estimate revisions and momentum scores are improving, with multiple outlets flagging MU as a long‑term/momentum buy given AI demand and recent beat-and-raise results. This supports medium-term bullish case. Earnings Estimates Rising for Micron (MU): Will It Gain?
• Neutral Sentiment: Technical and trading commentary notes MU approaching its 50‑day moving average and offering potential buy points on a rebound; useful for traders but not a fundamental driver. Micron's Setup Sweetens Despite The Current Market Meltdown
• Neutral Sentiment: Mentions in ETF and options strategy pieces (e.g., VLUE holding, short‑put yield ideas) increase investor attention and liquidity but are sideways with respect to immediate fundamentals. Worried About Volatility? These 3 ETFs Have You Covered
• Negative Sentiment: Today’s decline is driven largely by weakness in South Korean memory peers (Samsung, SK Hynix) and a sectorwide selloff; contagion from those losses pressures MU despite company‑specific positives. Micron stock falls as weakness hits global memory sector
• Negative Sentiment: Broader risk‑off drivers — geopolitical tensions (Iran conflict) and macro data/events (investors awaiting February jobs report) — are depressing tech and cyclical names, adding downward pressure on MU. What Is Going On With Micron Tech Stock In Friday Premarket?

Micron Technology Trading Down 6.7%

Shares of NASDAQ MU opened at $370.30 on Friday. The company has a quick ratio of 1.78, a current ratio of 2.46 and a debt-to-equity ratio of 0.19. The business has a fifty day simple moving average of $379.98 and a two-hundred day simple moving average of $262.55. The firm has a market cap of $416.78 billion, a PE ratio of 35.20 and a beta of 1.50. Micron Technology, Inc. has a twelve month low of $61.54 and a twelve month high of $455.50.

Micron Technology (NASDAQ:MU - Get Free Report) last posted its quarterly earnings results on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $3.77 by $1.01. The business had revenue of $13.64 billion for the quarter, compared to the consensus estimate of $12.62 billion. Micron Technology had a return on equity of 22.71% and a net margin of 28.15%.The business's revenue was up 56.7% compared to the same quarter last year. During the same quarter in the prior year, the company earned $1.79 EPS. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. Analysts expect that Micron Technology, Inc. will post 6.08 earnings per share for the current fiscal year.

Micron Technology Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, January 14th. Investors of record on Monday, December 29th were paid a $0.115 dividend. The ex-dividend date of this dividend was Monday, December 29th. This represents a $0.46 dividend on an annualized basis and a yield of 0.1%. Micron Technology's dividend payout ratio is 4.37%.

Wall Street Analyst Weigh In

Several equities research analysts have recently weighed in on MU shares. Mizuho increased their price target on Micron Technology from $390.00 to $480.00 and gave the stock an "outperform" rating in a report on Tuesday, January 27th. UBS Group upped their price objective on Micron Technology to $475.00 and gave the company a "buy" rating in a research report on Monday, March 2nd. KeyCorp increased their target price on Micron Technology from $325.00 to $450.00 and gave the stock an "overweight" rating in a research note on Tuesday, January 13th. Weiss Ratings reiterated a "buy (b-)" rating on shares of Micron Technology in a research report on Thursday, January 29th. Finally, Phillip Securities raised shares of Micron Technology to a "strong-buy" rating in a research note on Monday, February 2nd. Six investment analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat.com, the stock has an average rating of "Buy" and a consensus price target of $371.83.

Insider Activity at Micron Technology

In other news, EVP Sumit Sadana sold 25,000 shares of the company's stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $429.89, for a total value of $10,747,250.00. Following the completion of the sale, the executive vice president owned 248,021 shares of the company's stock, valued at approximately $106,621,747.69. This represents a 9.16% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Teyin M. Liu acquired 11,600 shares of the company's stock in a transaction dated Tuesday, January 13th. The shares were acquired at an average price of $337.07 per share, for a total transaction of $3,910,012.00. Following the completion of the purchase, the director owned 14,310 shares of the company's stock, valued at approximately $4,823,471.70. This represents a 428.04% increase in their position. The SEC filing for this purchase provides additional information. Over the last quarter, insiders purchased 23,200 shares of company stock worth $7,821,723 and sold 73,623 shares worth $27,307,408. Insiders own 0.24% of the company's stock.

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.

Want to see what other hedge funds are holding MU? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Micron Technology, Inc. (NASDAQ:MU - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.