Micron Technology, Inc. $MU Shares Bought by HUB Investment Partners LLC

Key Points

• HUB Investment Partners boosted its Micron stake by 53.3% to 14,154 shares (about $2.37M), and institutional investors now own 80.84% of the company.
• Micron beat expectations with Q results of $4.78 EPS vs. $3.77 est. and $13.64B revenue (+56.7% YoY), and set Q2 2026 guidance of 8.220–8.620 EPS, prompting analyst target increases and a consensus "Buy."
• Despite company positives and AI‑memory tailwinds, the stock was down 6.7% amid a sectorwide selloff led by weakness in South Korean memory peers and broader risk‑off drivers.

HUB Investment Partners LLC grew its holdings in shares of Micron Technology, Inc. (NASDAQ:MU - Free Report) by 53.3% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 14,154 shares of the semiconductor manufacturer's stock after purchasing an additional 4,919 shares during the period. HUB Investment Partners LLC's holdings in Micron Technology were worth $2,368,000 as of its most recent SEC filing.

Other institutional investors have also recently made changes to their positions in the company. Vanguard Group Inc. boosted its position in Micron Technology by 0.7% in the 3rd quarter. Vanguard Group Inc. now owns 104,653,450 shares of the semiconductor manufacturer's stock valued at $17,510,615,000 after buying an additional 773,788 shares during the period. State Street Corp raised its stake in shares of Micron Technology by 2.7% in the second quarter. State Street Corp now owns 51,373,591 shares of the semiconductor manufacturer's stock valued at $6,331,795,000 after acquiring an additional 1,349,713 shares in the last quarter. Geode Capital Management LLC raised its stake in shares of Micron Technology by 1.2% in the second quarter. Geode Capital Management LLC now owns 25,690,491 shares of the semiconductor manufacturer's stock valued at $3,152,974,000 after acquiring an additional 314,489 shares in the last quarter. Norges Bank purchased a new position in Micron Technology in the second quarter valued at $1,980,700,000. Finally, Invesco Ltd. grew its stake in Micron Technology by 3.2% during the 2nd quarter. Invesco Ltd. now owns 8,913,450 shares of the semiconductor manufacturer's stock worth $1,098,583,000 after purchasing an additional 277,507 shares in the last quarter. Institutional investors and hedge funds own 80.84% of the company's stock.

Micron Technology Stock Down 6.7%

MU opened at $370.30 on Friday. The company has a debt-to-equity ratio of 0.19, a quick ratio of 1.78 and a current ratio of 2.46. Micron Technology, Inc. has a one year low of $61.54 and a one year high of $455.50. The business's 50-day simple moving average is $379.98 and its 200-day simple moving average is $262.55. The stock has a market capitalization of $416.78 billion, a P/E ratio of 35.20 and a beta of 1.50.

Micron Technology (NASDAQ:MU - Get Free Report) last posted its quarterly earnings data on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 earnings per share for the quarter, beating the consensus estimate of $3.77 by $1.01. The business had revenue of $13.64 billion during 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 company's revenue was up 56.7% compared to the same quarter last year. During the same period in the prior year, the company earned $1.79 earnings per share. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. Analysts anticipate that Micron Technology, Inc. will post 6.08 EPS for the current year.

Micron Technology Dividend Announcement

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

Analyst Ratings Changes

Several brokerages have weighed in on MU. Bank of America upped their price target on Micron Technology from $300.00 to $400.00 and gave the stock a "buy" rating in a report on Tuesday, January 13th. Susquehanna boosted their price objective on Micron Technology from $200.00 to $300.00 and gave the stock a "positive" rating in a research report on Monday, December 8th. Cantor Fitzgerald raised their target price on shares of Micron Technology from $350.00 to $450.00 and gave the company an "overweight" rating in a report on Wednesday, January 14th. Itau BBA Securities reiterated an "outperform" rating on shares of Micron Technology in a research note on Thursday, December 18th. Finally, Wells Fargo & Company boosted their price target on shares of Micron Technology from $335.00 to $410.00 and gave the stock an "overweight" rating in a report on Thursday, January 15th. Six investment analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat.com, Micron Technology presently has a consensus rating of "Buy" and a consensus price target of $371.83.

Insider Activity

In other Micron Technology news, CAO Scott R. Allen sold 2,000 shares of Micron Technology stock in a transaction that occurred on Tuesday, January 6th. The stock was sold at an average price of $337.50, for a total value of $675,000.00. Following the transaction, the chief accounting officer directly owned 38,237 shares in the company, valued at approximately $12,904,987.50. This trade represents a 4.97% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director Teyin M. Liu purchased 7,820 shares of the firm's stock in a transaction that occurred on Wednesday, January 14th. The shares were bought at an average cost of $337.50 per share, with a total value of $2,639,250.00. Following the completion of the acquisition, the director owned 25,910 shares of the company's stock, valued at approximately $8,744,625. This trade represents a 43.23% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Over the last quarter, insiders bought 23,200 shares of company stock worth $7,821,723 and sold 73,623 shares worth $27,307,408. 0.24% of the stock is currently owned by insiders.

Micron Technology News Summary

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 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.

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