TKG Advisors LLC Trims Stock Position in Micron Technology, Inc. $MU

TKG Advisors LLC lessened its holdings in Micron Technology, Inc. (NASDAQ:MU) by 42.4% during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 11,542 shares of the semiconductor manufacturer’s stock after selling 8,489 shares during the period. Micron Technology comprises approximately 1.3% of TKG Advisors LLC’s holdings, making the stock its 22nd biggest position. TKG Advisors LLC’s holdings in Micron Technology were worth $3,294,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently made changes to their positions in MU. Round Rock Advisors LLC increased its holdings in Micron Technology by 0.6% during the fourth quarter. Round Rock Advisors LLC now owns 4,333 shares of the semiconductor manufacturer’s stock valued at $1,237,000 after buying an additional 25 shares during the last quarter. Manuka Financial LLC raised its position in Micron Technology by 2.3% in the fourth quarter. Manuka Financial LLC now owns 1,243 shares of the semiconductor manufacturer’s stock worth $355,000 after acquiring an additional 28 shares during the period. Omnia Family Wealth LLC boosted its stake in shares of Micron Technology by 2.1% during the 4th quarter. Omnia Family Wealth LLC now owns 1,464 shares of the semiconductor manufacturer’s stock worth $418,000 after acquiring an additional 30 shares during the last quarter. Capital Advisors Ltd. LLC boosted its stake in shares of Micron Technology by 16.7% during the 4th quarter. Capital Advisors Ltd. LLC now owns 224 shares of the semiconductor manufacturer’s stock worth $64,000 after acquiring an additional 32 shares during the last quarter. Finally, Sunflower Bank N.A. grew its position in shares of Micron Technology by 2.1% during the 4th quarter. Sunflower Bank N.A. now owns 1,668 shares of the semiconductor manufacturer’s stock valued at $476,000 after acquiring an additional 34 shares during the period. Hedge funds and other institutional investors own 80.84% of the company’s stock.

Analyst Ratings Changes

Several equities research analysts have recently commented on MU shares. Bank of America upped their price objective on Micron Technology from $400.00 to $500.00 and gave the stock a “buy” rating in a research note on Thursday, March 19th. Rosenblatt Securities reissued a “buy” rating and set a $500.00 price target on shares of Micron Technology in a report on Monday, March 16th. Royal Bank Of Canada upped their price target on Micron Technology from $425.00 to $525.00 and gave the stock an “outperform” rating in a research report on Monday, March 16th. KeyCorp raised their price objective on Micron Technology from $450.00 to $600.00 and gave the stock an “overweight” rating in a research note on Thursday, March 19th. Finally, Morgan Stanley lifted their price objective on Micron Technology from $350.00 to $450.00 and gave the company an “overweight” rating in a research report on Wednesday, February 11th. Five equities research analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat.com, Micron Technology has an average rating of “Buy” and an average price target of $464.61.

Micron Technology Stock Down 1.2%

MU opened at $481.72 on Friday. The stock has a market cap of $543.25 billion, a price-to-earnings ratio of 22.74 and a beta of 1.60. The company has a debt-to-equity ratio of 0.13, a quick ratio of 2.32 and a current ratio of 2.90. The firm’s fifty day moving average is $412.13 and its 200 day moving average is $325.25. Micron Technology, Inc. has a fifty-two week low of $73.50 and a fifty-two week high of $493.62.

Micron Technology Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, April 15th. Stockholders of record on Monday, March 30th were given a $0.15 dividend. The ex-dividend date was Monday, March 30th. This is a positive change from Micron Technology’s previous quarterly dividend of $0.12. This represents a $0.60 annualized dividend and a dividend yield of 0.1%. Micron Technology’s dividend payout ratio (DPR) is presently 2.83%.

Insider Activity

In other news, EVP April S. Arnzen sold 40,000 shares of the company’s stock in a transaction dated Wednesday, April 1st. The stock was sold at an average price of $347.39, for a total value of $13,895,600.00. Following the completion of the transaction, the executive vice president owned 125,737 shares of the company’s stock, valued at $43,679,776.43. This represents a 24.13% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Sumit Sadana sold 25,000 shares of the stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $429.89, for a total value of $10,747,250.00. Following the sale, the executive vice president owned 248,021 shares of the company’s stock, valued at $106,621,747.69. This represents a 9.16% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 89,000 shares of company stock worth $34,755,250 over the last 90 days. Company insiders own 0.24% of the company’s stock.

Key Stories Impacting Micron Technology

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

• Positive Sentiment: Technical momentum — a key trading signal was reported around $477.59, triggering a fresh buying wave and a >3% intraday rise for MU as momentum traders pile in. Micron Technology Shares Climb Over 3% After Key Trading Signal
• Positive Sentiment: Structural demand outlook — mem­ory bulls argue DRAM prices could double or triple as AI demand outpaces supply-chain capacity, supporting higher revenue and margins for Micron. ‘DRAM Will Double or Triple From Here’ as AI Demand Outpaces Supply Chain Capacity
• Positive Sentiment: Supply-chain tailwinds — ASML raised guidance on AI-driven chip demand, which signals stronger semiconductor investment and indirectly supports higher memory content per server (beneficial for Micron). ASML Has Just Delivered Massive News for Micron Technology Investors
• Positive Sentiment: Analyst/ownership optimism — the Street is broadly bullish (high % of Buy ratings and positive investor commentary) and a top investor narrative compares Micron’s growth potential to prior high-flyers, supporting investor appetite. Here’s What Citi and UBS Think About Micron Technology (MU)
• Neutral Sentiment: Stock-structure talk — renewed speculation about a potential stock split is circulating as the share price rises; this could improve liquidity but doesn’t change fundamentals. Will Micron Technology Stock Split in 2026?
• Neutral Sentiment: Fresh-high coverage — multiple outlets note MU at 52-week highs and examine whether fundamentals justify further gains; coverage can amplify momentum but also invite profit-taking. Micron Technology, Inc. (MU) Hits Fresh High: Is There Still Room to Run?
• Negative Sentiment: Competitor tailwind, short-term drag — SK Hynix reported a massive profit surge that boosted its stock; the report coincided with Micron sliding intraday, suggesting investor flows can rotate to rivals on headline beats. SK Hynix Posts 400% Profit Rise. Micron Stock Is Falling.
• Negative Sentiment: Capacity risk — SK Hynix’s planned $13B memory plant (and other industry capacity moves) could add supply over time and cap pricing power, a medium-term risk to Micron’s margin outlook. What SK Hynix’s New $13 Billion Memory Plant Means for Micron Stock

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.