Micron Technology, Inc. $MU Shares Sold by IPG Investment Advisors LLC

Key Points

• IPG Investment Advisors reduced its Micron stake by 23.4% in the second quarter, selling 4,882 shares and retaining 15,989 shares valued at approximately $18.5 million. Institutional investors collectively own 80.84% of Micron’s stock.
• Analysts remain broadly bullish, with a consensus “Buy” rating and an average price target of $1,295.63, although individual targets range widely and some firms have adjusted their estimates.
• Micron reported sharply improved quarterly results, including $25.11 in earnings per share and $41.46 billion in revenue, while strong AI and data-center memory demand supports its outlook. Potential risks include labor tensions in Taiwan and any slowdown in hyperscaler AI spending.

IPG Investment Advisors LLC decreased its holdings in Micron Technology, Inc. (NASDAQ:MU - Free Report) by 23.4% in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 15,989 shares of the semiconductor manufacturer's stock after selling 4,882 shares during the quarter. Micron Technology makes up about 2.7% of IPG Investment Advisors LLC's investment portfolio, making the stock its 6th largest position. IPG Investment Advisors LLC's holdings in Micron Technology were worth $18,456,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently bought and sold shares of MU. 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 valued at $25,000 after buying an additional 34 shares in the last quarter. Kohmann Bosshard Financial Services LLC acquired a new position in Micron Technology during the 1st quarter worth about $27,000. Bayban acquired a new position in Micron Technology during the 4th quarter worth about $29,000. Financial Life Planners bought a new stake in Micron Technology during the 1st quarter worth about $36,000. Finally, Portus Wealth Advisors LLC bought a new stake in Micron Technology during the 1st quarter worth about $37,000. Institutional investors and hedge funds own 80.84% of the company's stock.

Analyst Ratings Changes

Several research firms have weighed in on MU. New Street Research upgraded shares of Micron Technology from a "neutral" rating to a "buy" rating and set a $1,250.00 price objective for the company in a research report on Friday, August 14th. Mizuho decreased their price target on shares of Micron Technology from $1,375.00 to $1,300.00 and set an "outperform" rating on the stock in a research note on Tuesday, August 25th. DA Davidson boosted their price objective on shares of 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. The Goldman Sachs Group upped their price objective on Micron Technology from $900.00 to $1,100.00 and gave the stock a "neutral" rating in a report on Thursday, June 25th. Finally, ThinkEquity reissued a "buy" rating on shares of Micron Technology in a research note on Monday, August 3rd. Four analysts have rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating and three have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of "Buy" and a consensus price target of $1,295.63.

More Micron Technology News

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

• Positive Sentiment: Micron demonstrated what it describes as the world’s first 512GB DDR5 RDIMM across multiple server platforms. The module reaches speeds of up to 9,200 MT/s and uses more than 60% less operating power than four 128GB modules, strengthening Micron’s position in data-center memory and AI infrastructure. Micron ultra-dense memory module announcement
• Positive Sentiment: Strong AI-related memory demand remains the core bullish argument. Analysts and industry commentary point to tight DRAM supply, high-bandwidth memory demand, planned capacity expansion and potentially extended shortages, supporting Micron’s revenue and pricing outlook. Micron AI memory cycle analysis
• Positive Sentiment: Micron appointed semiconductor veteran Deirdre Hanford to lead Micron Research Labs. The facility is backed by a planned $10 billion, decade-long investment focused on memory, compute architectures, advanced packaging and manufacturing, potentially supporting longer-term technology leadership. Micron Research Labs leadership announcement
• Neutral Sentiment: Commentary remains bullish, with some analysts and Jim Cramer supporting substantially higher price targets. However, these opinions are not new company guidance and depend on continued AI spending, strong memory pricing and successful execution. Jim Cramer Micron thesis
• Negative Sentiment: A Taiwan union representing Micron workers is keeping strike preparations alive while demanding a permanent profit-sharing arrangement. A labor disruption at a major manufacturing hub could create production delays, higher costs or additional uncertainty during a supply-constrained period. Reuters report on Micron Taiwan labor dispute
• Negative Sentiment: Recent warnings from AI leaders calling for slower development triggered a broader technology selloff and renewed questions about future hyperscaler spending. Although infrastructure demand may remain intact, any reduction in AI capital expenditures would threaten Micron’s high-growth memory outlook and elevated valuation. AI concerns affecting semiconductor stocks

Micron Technology Stock Up 0.4%

Shares of NASDAQ MU opened at $927.60 on Wednesday. Micron Technology, Inc. has a 1 year low of $154.65 and a 1 year high of $1,255.00. The firm's 50-day moving average is $928.01 and its 200-day moving average is $764.35. The company has a current ratio of 3.42, a quick ratio of 2.98 and a debt-to-equity ratio of 0.05. The firm has a market capitalization of $1.05 trillion, a PE ratio of 21.00, a price-to-earnings-growth ratio of 0.58 and a beta of 2.22.

Micron Technology (NASDAQ:MU - Get Free Report) last posted its quarterly earnings results 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 net margin of 55.91% and a return on equity of 71.13%. The business had revenue of $41.46 billion during the quarter, compared to the consensus estimate of $35.91 billion. During the same period in the previous year, the firm posted $1.91 earnings per share. Micron Technology's revenue for the quarter was up 345.8% compared to the same quarter last year. Micron Technology has set its Q4 2026 guidance at 30.000-32.000 EPS. Equities analysts expect that Micron Technology, Inc. will post 72.93 EPS for the current year.

Micron Technology Announces Dividend

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

Insider Activity at Micron Technology

In related 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 sale, the chief accounting officer directly owned 34,958 shares of the company's stock, valued at $34,958,000. The trade was a 2.45% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Lynn A. Dugle sold 1,300 shares of the company's stock in a transaction dated Tuesday, June 30th. The shares were sold at an average price of $1,150.43, for a total value of $1,495,559.00. Following the completion of the sale, the director owned 17,728 shares of the company's stock, valued at $20,394,823.04. This represents a 6.83% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 177,204 shares of company stock worth $182,156,264. 0.24% of the stock is owned by company insiders.

Micron Technology Profile

Micron Technology, Inc is a global semiconductor company that designs, develops, manufactures and sells memory and storage solutions. Its product portfolio includes dynamic random-access memory (DRAM), NAND flash memory, NOR flash memory, solid-state drives, memory modules and high-bandwidth memory used in data-intensive computing applications.

Micron's products support a range of markets, including data centers, artificial intelligence and high-performance computing, personal computers, smartphones, automotive systems, industrial equipment and networking devices.

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