Micron Technology, Inc. $MU Shares Bought by Cozad Asset Management Inc.

Posted by Francis Steltz on Aug 2nd, 2026

Cozad Asset Management Inc. grew its position in Micron Technology, Inc. (NASDAQ:MU – Free Report) by 1,285.7% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 41,600 shares of the semiconductor manufacturer’s stock after acquiring an additional 38,598 shares during the quarter. Micron Technology makes up approximately 1.1% of Cozad Asset Management Inc.’s holdings, making the stock its 24th largest position. Cozad Asset Management Inc.’s holdings in Micron Technology were worth $14,054,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also made changes to their positions in the company. Kohmann Bosshard Financial Services LLC acquired a new position in Micron Technology in the first quarter worth $27,000. High Note Wealth LLC raised its holdings in shares of Micron Technology by 65.4% during the fourth quarter. High Note Wealth LLC now owns 86 shares of the semiconductor manufacturer’s stock worth $25,000 after purchasing an additional 34 shares during the period. Steigerwald Gordon & Koch Inc. raised its holdings in shares of Micron Technology by 4,800.0% during the fourth quarter. Steigerwald Gordon & Koch Inc. now owns 98 shares of the semiconductor manufacturer’s stock worth $28,000 after purchasing an additional 96 shares during the period. Bayban bought a new position in shares of Micron Technology in the 4th quarter worth about $29,000. Finally, Financial Life Planners acquired a new stake in Micron Technology during the first quarter worth about $36,000. 80.84% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In related news, EVP April S. Arnzen sold 40,000 shares of the firm’s stock in a transaction that occurred on Wednesday, July 1st. The stock was sold at an average price of $1,083.94, for a total value of $43,357,600.00. Following the sale, the executive vice president directly owned 85,737 shares in the company, valued at $92,933,763.78. This trade represents a 31.81% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Lynn A. Dugle sold 1,300 shares of the firm’s stock in a transaction that occurred on 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 in the company, valued at approximately $20,394,823.04. This represents a 6.83% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 164,179 shares of company stock worth $169,385,921. 0.24% of the stock is owned by company insiders.

Key Stories Impacting Micron Technology

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

Positive Sentiment: Memory shortage outlook remains supportive: Apple CEO Tim Cook said memory costs rose significantly in the latest quarter and are likely to remain elevated, while Samsung indicated supply constraints could persist through 2028. These comments reinforce expectations for strong pricing and demand for Micron’s DRAM and high-bandwidth memory products. Why Micron Stock Is Rising on What Apple’s Tim Cook Didn’t Say
Positive Sentiment: Sector fund flows and AI spending provide support: Semiconductor ETFs attracted substantial new money this week as investors responded to strong technology earnings. Separate analyst commentary continues to point to more than $750 billion in planned 2026 Big Tech AI spending, supporting long-term demand for Micron’s AI memory products. Semiconductor ETFs Draw Cash This Week as Chip Stocks Rally
Positive Sentiment: Fundamentals and valuation remain bullish arguments: Micron recently reported much better-than-expected quarterly earnings and revenue, with revenue up more than 345% year over year. Analysts cited strong free cash flow, strategic customer agreements and AI-driven demand, with reported price targets substantially above the current trading level.
Neutral Sentiment: Technical trading is highly volatile: MU rebounded from a key support area and generated a bullish trading signal, but significant overhead resistance remains. Large intraday swings and elevated options activity are making short-term direction difficult to predict. Micron stock rebounds off key support, but technical overhead persists
Negative Sentiment: Near-term selling pressure weighs on the shares: Reports attributed the latest weakness to semiconductor-sector profit-taking, leveraged-fund liquidations and updated short positions. A prominent bearish investor, Michael Burry, also disclosed expanded bets against Micron and other chip stocks, adding to negative sentiment. Why Is Micron Stock Falling on Friday?
Negative Sentiment: Insider selling is another overhang: Recent disclosures show extensive sales by Micron executives, including CEO Sanjay Mehrotra, with no reported insider purchases in the cited six-month period. While these transactions may be scheduled, investors may interpret them as a short-term confidence signal.

Micron Technology Trading Down 5.9%

Micron Technology stock opened at $823.03 on Friday. The company has a quick ratio of 2.98, a current ratio of 3.42 and a debt-to-equity ratio of 0.05. The firm has a 50-day moving average price of $976.92 and a two-hundred day moving average price of $639.97. The firm has a market capitalization of $929.52 billion, a price-to-earnings ratio of 18.63 and a beta of 2.14. Micron Technology, Inc. has a 52-week low of $103.38 and a 52-week high of $1,255.00.

Micron Technology (NASDAQ:MU – Get Free Report) last posted its earnings results on Wednesday, June 24th. The semiconductor manufacturer reported $25.11 EPS for the quarter, topping the consensus estimate of $21.39 by $3.72. Micron Technology had a net margin of 55.91% and a return on equity of 71.13%. The firm had revenue of $41.46 billion during the quarter, compared to analysts’ expectations of $35.91 billion. During the same quarter in the prior year, the firm earned $1.91 EPS. Micron Technology’s quarterly revenue was up 345.8% on a year-over-year basis. Micron Technology has set its Q4 2026 guidance at 30.000-32.000 EPS. Sell-side analysts expect that Micron Technology, Inc. will post 72.93 earnings per share for the current year.

Micron Technology Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, July 21st. Stockholders 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 currently 1.36%.

Wall Street Analyst Weigh In

A number of equities analysts have issued reports on the stock. Sanford C. Bernstein set a $1,300.00 target price on shares of Micron Technology in a report on Monday, June 22nd. Rosenblatt Securities upped their target price on Micron Technology from $1,200.00 to $1,500.00 and gave the company a “buy” rating in a report on Thursday, June 25th. Mizuho increased their price target on Micron Technology from $1,150.00 to $1,375.00 and gave the stock an “outperform” rating in a research report on Thursday, June 25th. Needham & Company LLC raised their price target on Micron Technology from $1,550.00 to $1,650.00 and gave the stock a “buy” rating in a report on Thursday, June 25th. Finally, Citigroup boosted their price objective on Micron Technology from $1,200.00 to $1,400.00 and gave the company a “buy” rating in a research report on Thursday, June 25th. Four research analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Buy” and an average price target of $1,268.93.

Get Our Latest Research Report on Micron Technology

Micron Technology 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.