Bryant Woods Investment Advisors LLC Acquires Shares of 1,812 Micron Technology, Inc. $MU

Key Points

• Bryant Woods Investment Advisors opened a new position in Micron Technology, buying 1,812 shares valued at about $612,000 in the first quarter. The filing also noted that institutional investors now own 80.84% of Micron’s stock.
• Micron posted a strong quarterly report, with EPS of $25.11 and revenue of $41.46 billion, both ahead of analyst expectations. The company also issued upbeat Q4 2026 guidance of 30 to 32 EPS.
• Analysts remain broadly positive on MU, with an average rating of Buy and a consensus price target of $1,263.76. Still, the stock faces pressure from broader semiconductor selling, oversupply concerns, and a new short position from Michael Burry.

Bryant Woods Investment Advisors LLC bought a new position in shares of Micron Technology, Inc. (NASDAQ:MU - Free Report) in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm bought 1,812 shares of the semiconductor manufacturer's stock, valued at approximately $612,000.

A number of other large investors have also recently made changes to their positions in MU. Brighton Jones LLC boosted its position in Micron Technology by 18.3% in the 4th quarter. Brighton Jones LLC now owns 6,318 shares of the semiconductor manufacturer's stock valued at $532,000 after buying an additional 976 shares during the period. Sivia Capital Partners LLC increased its position in shares of Micron Technology by 21.7% during the second quarter. Sivia Capital Partners LLC now owns 3,528 shares of the semiconductor manufacturer's stock worth $435,000 after acquiring an additional 628 shares during the period. United Bank purchased a new position in shares of Micron Technology during the second quarter worth approximately $236,000. Schnieders Capital Management LLC. raised its stake in shares of Micron Technology by 67.9% during the second quarter. Schnieders Capital Management LLC. now owns 16,984 shares of the semiconductor manufacturer's stock valued at $2,093,000 after acquiring an additional 6,867 shares in the last quarter. Finally, Sei Investments Co. raised its stake in shares of Micron Technology by 5.6% during the second quarter. Sei Investments Co. now owns 405,545 shares of the semiconductor manufacturer's stock valued at $49,987,000 after acquiring an additional 21,619 shares in the last quarter. 80.84% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting Micron Technology

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

• Positive Sentiment: Micron continues to benefit from strong earnings, tight memory-chip supply, and bullish analyst views following its blowout quarterly report. The Single Most Important Number from Micron's Monster Earnings Report
• Positive Sentiment: A new long-term supply deal with General Motors broadens Micron’s customer base and supports demand visibility beyond AI data centers. General Motors Secures Micron Deal For Future Software Defined Vehicles
• Neutral Sentiment: Micron’s $250 million Trump Accounts commitment is generating headlines, but it is unlikely to materially affect near-term earnings. Micron Technology Announces $250 Mln Investment In Trump Accounts
• Negative Sentiment: Broad selling in semiconductor and memory stocks, along with fears of future oversupply, is pressuring MU alongside peers like SanDisk and Seagate. Micron Stock Extends Decline Despite Trump's Praise and Bullish Analyst Views
• Negative Sentiment: Michael Burry’s new short position against Micron added a high-profile bearish catalyst and may be fueling caution around the stock. Michael Burry Says He Shorted Micron Technology

Wall Street Analyst Weigh In

Several research analysts recently issued reports on MU shares. The Goldman Sachs Group increased their price objective on Micron Technology from $900.00 to $1,100.00 and gave the stock a "neutral" rating in a research note on Thursday, June 25th. Summit Insights lowered Micron Technology from a "buy" rating to a "hold" rating in a research report on Thursday, March 19th. Melius Research initiated coverage on Micron Technology in a report on Monday, April 27th. They issued a "buy" rating and a $700.00 target price for the company. DA Davidson increased their price target on Micron Technology from $1,500.00 to $2,000.00 and gave the stock a "buy" rating in a research report on Thursday, June 25th. Finally, TD Cowen lifted their price objective on Micron Technology from $1,500.00 to $1,600.00 and gave the company a "buy" rating in a report on Thursday, June 25th. Five equities research analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating and three have issued a Hold rating to the company's stock. According to MarketBeat, the company currently has an average rating of "Buy" and a consensus price target of $1,263.76.

Micron Technology Stock Performance

Shares of NASDAQ:MU opened at $975.56 on Friday. The company has a market capitalization of $1.10 trillion, a PE ratio of 22.09 and a beta of 2.14. The company has a current ratio of 3.42, a quick ratio of 2.98 and a debt-to-equity ratio of 0.05. Micron Technology, Inc. has a 12-month low of $103.38 and a 12-month high of $1,255.00. The business's fifty day simple moving average is $876.93 and its 200-day simple moving average is $552.77.

Micron Technology (NASDAQ:MU - Get Free Report) last issued its quarterly earnings data on Wednesday, June 24th. The semiconductor manufacturer reported $25.11 earnings per share for the quarter, topping 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 firm had revenue of $41.46 billion during the quarter, compared to analysts' expectations of $35.91 billion. During the same period in the prior year, the business posted $1.91 EPS. The firm's quarterly revenue was up 345.8% on a year-over-year basis. Micron Technology has set its Q4 2026 guidance at 30.000-32.000 EPS. As a group, equities research analysts predict that Micron Technology, Inc. will post 72.94 earnings per share for the current fiscal year.

Micron Technology Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Tuesday, July 21st. Shareholders of record on Monday, July 6th will be given a dividend of $0.15 per share. This represents a $0.60 annualized dividend and a dividend yield of 0.1%. The ex-dividend date of this dividend is Monday, July 6th. Micron Technology's dividend payout ratio is presently 1.36%.

Insider Activity

In other news, Director Steven J. Gomo sold 2,000 shares of the firm's stock in a transaction dated Monday, May 11th. The shares were sold at an average price of $787.03, for a total value of $1,574,060.00. Following the sale, the director directly owned 17,139 shares in the company, valued at approximately $13,488,907.17. This trade represents a 10.45% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Lynn A. Dugle sold 1,300 shares of Micron Technology stock in a transaction that occurred on Tuesday, June 30th. The stock was sold at an average price of $1,150.43, for a total transaction of $1,495,559.00. Following the completion of the transaction, the director directly owned 17,728 shares in the company, valued at approximately $20,394,823.04. The trade was a 6.83% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 147,300 shares of company stock valued at $119,422,004. Corporate insiders own 0.24% of the company's stock.

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.

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