Yelin Lapidot Holdings Management Ltd. Has $5.16 Million Stake in Micron Technology, Inc. $MU

Posted by Brenda Bartman on Jun 29th, 2026

Yelin Lapidot Holdings Management Ltd. increased its position in shares of Micron Technology, Inc. (NASDAQ:MU – Free Report) by 293.4% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 15,285 shares of the semiconductor manufacturer’s stock after purchasing an additional 11,400 shares during the period. Micron Technology makes up about 1.1% of Yelin Lapidot Holdings Management Ltd.’s portfolio, making the stock its 25th biggest holding. Yelin Lapidot Holdings Management Ltd.’s holdings in Micron Technology were worth $5,164,000 at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in the company. High Note Wealth LLC increased its position in Micron Technology by 65.4% during the 4th quarter. High Note Wealth LLC now owns 86 shares of the semiconductor manufacturer’s stock worth $25,000 after buying an additional 34 shares during the period. Elevation Wealth Partners LLC boosted its position in shares of Micron Technology by 295.8% in the fourth quarter. Elevation Wealth Partners LLC now owns 95 shares of the semiconductor manufacturer’s stock valued at $27,000 after acquiring an additional 71 shares during the period. Steigerwald Gordon & Koch Inc. boosted its position in shares of Micron Technology by 4,800.0% in the fourth quarter. Steigerwald Gordon & Koch Inc. now owns 98 shares of the semiconductor manufacturer’s stock valued at $28,000 after acquiring an additional 96 shares during the period. Bayban acquired a new position in shares of Micron Technology in the fourth quarter valued at about $29,000. Finally, GHP Investment Advisors Inc. grew its stake in shares of Micron Technology by 91.2% in the fourth quarter. GHP Investment Advisors Inc. now owns 109 shares of the semiconductor manufacturer’s stock valued at $31,000 after acquiring an additional 52 shares in the last quarter. 80.84% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

Several analysts have weighed in on MU shares. Bank of America lifted their price objective on shares of Micron Technology from $950.00 to $1,500.00 and gave the stock a “buy” rating in a research note on Tuesday, June 23rd. TD Cowen raised their target price on shares of Micron Technology from $1,500.00 to $1,600.00 and gave the stock a “buy” rating in a report on Thursday. Weiss Ratings reiterated a “buy (b)” rating on shares of Micron Technology in a research report on Tuesday, May 12th. Raymond James Financial boosted their price target on Micron Technology from $1,100.00 to $1,500.00 and gave the company an “outperform” rating in a research note on Thursday. Finally, The Goldman Sachs Group increased their price target on Micron Technology from $900.00 to $1,100.00 and gave the stock a “neutral” rating in a research report on Thursday. Five analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating and three have given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Buy” and a consensus price target of $1,263.76.

Read Our Latest Report on MU

Micron Technology Stock Performance

Shares of Micron Technology stock opened at $1,132.33 on Monday. The company has a 50 day moving average of $817.22 and a 200-day moving average of $526.61. Micron Technology, Inc. has a 1-year low of $103.38 and a 1-year high of $1,255.00. 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 company has a market cap of $1.28 trillion, a PE ratio of 25.64 and a beta of 2.15.

Micron Technology (NASDAQ:MU – Get Free Report) last announced its quarterly earnings data on Wednesday, June 24th. The semiconductor manufacturer reported $25.11 earnings per share (EPS) for the quarter, beating 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 for the quarter, compared to analysts’ expectations of $35.91 billion. During the same period last year, the firm posted $1.91 earnings per share. The firm’s quarterly revenue 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. As a group, equities research analysts forecast that Micron Technology, Inc. will post 61.55 earnings per share for the current fiscal year.

Micron Technology Dividend Announcement

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

More Micron Technology News

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

Positive Sentiment: Analysts turned more bullish after Micron’s blowout earnings and strong AI-memory demand, with multiple firms raising price targets and saying the company’s long-term customer agreements improve revenue visibility. Micron and Qualcomm forecasts ignite $400 billion AI chip stock rally
Positive Sentiment: Micron’s results showed surging revenue, record margins, and management commentary that AI-driven memory shortages could persist for years, reinforcing the bull case for continued pricing power. Micron stock jumps over 16% in premarket trading after blockbuster earnings
Positive Sentiment: New articles also argue Micron is a key beneficiary of the AI memory boom and may still have room to run because demand is outpacing supply across data centers and AI infrastructure. Micron + One Explosive AI Memory Stock to Buy Before H2 2026
Neutral Sentiment: Some coverage says investors are reassessing Micron after a huge rally, with a few commentators warning the stock could already be pricing in peak-cycle profits. Micron Was Yesterday’s Win — Here’s How to Find Tomorrow’s
Negative Sentiment: Micron is also being pressured by a broader tech and chip selloff, with traders taking profits after the post-earnings surge and global semiconductor stocks coming under pressure. Micron falls 5% in premarket, paring earlier gains amid tech rout

Insiders Place Their Bets

In other Micron Technology news, EVP April S. Arnzen sold 40,000 shares of Micron Technology 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 transaction, the executive vice president owned 125,737 shares in the company, valued at $43,679,776.43. The trade was 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 link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Steven J. Gomo sold 2,000 shares of the business’s stock in a transaction dated Monday, May 11th. The stock was sold at an average price of $787.03, for a total value of $1,574,060.00. Following the transaction, the director directly owned 17,139 shares of the company’s stock, valued at approximately $13,488,907.17. The trade was a 10.45% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 146,000 shares of company stock valued at $85,486,715 in the last quarter. Corporate insiders own 0.24% of the company’s stock.

Micron Technology Company Profile

(Free Report)

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.