Signaturefd LLC lifted its position in shares of Micron Technology, Inc. (NASDAQ:MU – Free Report) by 6.4% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 23,889 shares of the semiconductor manufacturer’s stock after purchasing an additional 1,435 shares during the period. Signaturefd LLC’s holdings in Micron Technology were worth $6,818,000 as of its most recent filing with the Securities and Exchange Commission.
Several other hedge funds have also added to or reduced their stakes in the company. Lazari Capital Management Inc. bought a new stake in Micron Technology in the 4th quarter valued at $228,000. Ascent Group LLC grew its holdings in Micron Technology by 6.7% in the 4th quarter. Ascent Group LLC now owns 14,853 shares of the semiconductor manufacturer’s stock valued at $4,239,000 after buying an additional 938 shares in the last quarter. Accel Wealth Management increased its position in Micron Technology by 9.1% during the 4th quarter. Accel Wealth Management now owns 4,733 shares of the semiconductor manufacturer’s stock worth $1,351,000 after buying an additional 393 shares during the period. Savvy Advisors Inc. increased its position in Micron Technology by 29.0% during the 4th quarter. Savvy Advisors Inc. now owns 22,814 shares of the semiconductor manufacturer’s stock worth $6,511,000 after buying an additional 5,131 shares during the period. Finally, Whalen Wealth Management Inc. lifted its holdings in shares of Micron Technology by 141.8% during the fourth quarter. Whalen Wealth Management Inc. now owns 7,558 shares of the semiconductor manufacturer’s stock worth $2,157,000 after buying an additional 4,432 shares in the last quarter. 80.84% of the stock is owned by institutional investors and hedge funds.
Key Micron Technology News
Here are the key news stories impacting Micron Technology this week:
- Positive Sentiment: Micron is ramping production to supply NVIDIA’s next‑gen Vera Rubin systems, directly tying MU to near‑term AI server demand and potential revenue upside. Micron Technology (MU) Ramping Up Production For NVDA’s Next-Gen Vera Rubin Systems
- Positive Sentiment: Rosenblatt and other analysts remain bullish (consensus price targets materially above current levels), supporting upside expectations if AI demand sustains. Rosenblatt Bullish on Micron Technology (MU) Amid Strong Revenue Growth
- Positive Sentiment: Market commentators and some strategists are pitching MU as a “buy the pullback” AI‑storage play, arguing the recent drop is fear‑driven rather than fundamentals‑driven. Micron Stock and Sandisk Retreat. Why This Wall Street Firm Says to Buy the Pullback.
- Positive Sentiment: Top analysts have highlighted multi‑year AI upside for MU, and high‑profile investors adding exposure has supported confidence in the sector’s growth runway. Top Analyst Calls Micron Stock (MU) a “Top Pick,” Sees Multi-Year AI Upside
- Neutral Sentiment: Longer‑term speculative pieces debate whether MU can reach trillion‑dollar scale by 2030; useful for context but not immediate catalysts. Will Micron Be a Trillion-Dollar Company By 2030?
- Neutral Sentiment: Valuation narratives: some bullish pieces call MU “cheap” on multiples but warn the company must prove structural tailwinds vs. cyclical memory cycles. Prediction: This Memory Supercycle Growth Stock Could 3X by 2030
- Negative Sentiment: Citi cut its price target citing DDR5 DRAM softness and risk from Google’s TurboQuant memory‑compression tech; that note triggered a notable pullback. Micron Drops 6% After Citi’s Price Target Cut: 3 Reasons Bears and Bulls Are Both Right
- Negative Sentiment: Coverage changes: Erste downgraded MU from buy to hold, adding near‑term analyst caution that can weigh on sentiment. Finviz
- Negative Sentiment: Tech‑sector headwinds (e.g., commodity/oil moves and broader market rotations) have pressured chip names, creating volatility risk for MU despite solid fundamentals. Oil Surge Shakes Markets As Tech Slips
Analyst Ratings Changes
Get Our Latest Stock Analysis on MU
Insider Buying and Selling
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 transaction 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 legal filing with the SEC, which is accessible through this hyperlink. Also, Director Teyin M. Liu purchased 11,600 shares of Micron Technology stock in a transaction that occurred on Tuesday, January 13th. The shares were purchased at an average price of $337.07 per share, for a total transaction of $3,910,012.00. Following the transaction, the director directly owned 14,310 shares in the company, valued at $4,823,471.70. This represents a 428.04% increase in their position. The SEC filing for this purchase provides additional information. In the last ninety days, insiders acquired 23,200 shares of company stock worth $7,821,723 and sold 93,623 shares worth $35,728,508. 0.24% of the stock is owned by corporate insiders.
Micron Technology Price Performance
Shares of NASDAQ MU opened at $366.24 on Friday. The stock has a market capitalization of $413.02 billion, a P/E ratio of 17.29 and a beta of 1.60. The stock’s fifty day moving average is $403.11 and its 200 day moving average is $299.91. Micron Technology, Inc. has a 52 week low of $61.54 and a 52 week high of $471.34. The company has a debt-to-equity ratio of 0.13, a quick ratio of 2.32 and a current ratio of 2.90.
Micron Technology Increases Dividend
The company also recently announced a quarterly dividend, which will be paid on Wednesday, April 15th. Shareholders of record on Monday, March 30th will be issued a $0.15 dividend. The ex-dividend date of this dividend is Monday, March 30th. This represents a $0.60 annualized dividend and a yield of 0.2%. This is an increase from Micron Technology’s previous quarterly dividend of $0.12. Micron Technology’s payout ratio is 2.83%.
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.
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