Tiptree Advisors LLC Takes $4.01 Million Position in Micron Technology, Inc. $MU

Posted by Geri Gentry on Sep 6th, 2026

Tiptree Advisors LLC purchased a new position in shares of Micron Technology, Inc. (NASDAQ:MU – Free Report) during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 3,475 shares of the semiconductor manufacturer’s stock, valued at approximately $4,011,000. Micron Technology makes up approximately 2.5% of Tiptree Advisors LLC’s holdings, making the stock its 15th largest holding.

Other hedge funds also recently made changes to their positions in the company. Brighton Jones LLC boosted its position in shares of Micron Technology by 18.3% during the 4th quarter. Brighton Jones LLC now owns 6,318 shares of the semiconductor manufacturer’s stock valued at $532,000 after acquiring an additional 976 shares in the last quarter. Sivia Capital Partners LLC boosted its holdings in Micron Technology by 21.7% during the second quarter. Sivia Capital Partners LLC now owns 3,528 shares of the semiconductor manufacturer’s stock valued at $435,000 after purchasing an additional 628 shares in the last quarter. United Bank bought a new stake in shares of Micron Technology in the 2nd quarter valued at approximately $236,000. Schnieders Capital Management LLC. raised its holdings in shares of Micron Technology by 67.9% in the 2nd quarter. Schnieders Capital Management LLC. now owns 16,984 shares of the semiconductor manufacturer’s stock worth $2,093,000 after buying an additional 6,867 shares in the last quarter. Finally, Sei Investments Co. raised its holdings in shares of Micron Technology by 5.6% in the 2nd quarter. Sei Investments Co. now owns 405,545 shares of the semiconductor manufacturer’s stock worth $49,987,000 after buying an additional 21,619 shares in the last quarter. Institutional investors and hedge funds own 80.84% of the company’s stock.

Analysts Set New Price Targets

Several analysts recently commented on MU shares. Wells Fargo & Company boosted their price target on Micron Technology from $1,220.00 to $1,525.00 and gave the company an “overweight” rating in a research note on Thursday, June 25th. Citigroup dropped their price objective on Micron Technology from $1,400.00 to $1,150.00 and set a “buy” rating for the company in a research note on Friday, August 7th. Needham & Company LLC upped their target price on shares of Micron Technology from $1,550.00 to $1,650.00 and gave the stock a “buy” rating in a report on Thursday, June 25th. Mizuho dropped their target price on shares of Micron Technology from $1,375.00 to $1,300.00 and set an “outperform” rating for the company in a research report on Tuesday, August 25th. Finally, Rosenblatt Securities lifted their price target on shares of Micron Technology from $1,200.00 to $1,500.00 and gave the company a “buy” rating in a report on Thursday, June 25th. Four research 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 company. Based on data from MarketBeat, Micron Technology currently has a consensus rating of “Buy” and an average price target of $1,295.63.

Check Out Our Latest Report on Micron Technology

Insider Buying and Selling

In other news, CAO Scott Allen sold 879 shares of the company’s stock in a transaction that occurred on Thursday, July 23rd. The shares were sold at an average price of $1,000.00, for a total transaction of $879,000.00. Following the transaction, the chief accounting officer directly owned 34,958 shares in the company, valued at approximately $34,958,000. This represents 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 accessible through this link. Also, EVP April Arnzen sold 40,000 shares of the stock in a transaction that occurred on Wednesday, July 1st. The shares were sold at an average price of $1,083.94, for a total transaction 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 ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 177,204 shares of company stock valued at $182,156,264. Insiders own 0.24% of the company’s stock.

Micron Technology Price Performance

Micron Technology stock opened at $1,016.59 on Friday. The business’s fifty day moving average is $935.15 and its two-hundred day moving average is $734.51. The company has a debt-to-equity ratio of 0.05, a quick ratio of 2.98 and a current ratio of 3.42. The firm has a market cap of $1.15 trillion, a P/E ratio of 23.02, a P/E/G ratio of 0.64 and a beta of 2.22. Micron Technology, Inc. has a 52 week low of $125.66 and a 52 week high of $1,255.00.

Micron Technology (NASDAQ:MU – Get Free Report) last announced its earnings results on Wednesday, June 24th. The semiconductor manufacturer reported $25.11 earnings per share for the quarter, beating analysts’ consensus estimates of $21.39 by $3.72. Micron Technology had a return on equity of 71.13% and a net margin of 55.91%.The company had revenue of $41.46 billion during the quarter, compared to analyst estimates of $35.91 billion. During the same period last year, the company 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. Equities research analysts forecast that Micron Technology, Inc. will post 72.93 earnings per share for the current fiscal year.

Micron Technology Announces Dividend

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

Key Micron Technology News

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

Positive Sentiment: AI memory demand remains the key catalyst. Micron is reportedly increasing production capacity for more profitable, high-demand memory products used in AI servers, including high-bandwidth memory (HBM). Investors see sustained hyperscaler spending as supporting pricing, revenue and margins. Micron is doubling down on AI memory chips
Positive Sentiment: Memory stocks led the market. Micron and other memory-related companies benefited from renewed enthusiasm for AI infrastructure, the release of a new OpenAI model and expectations that the NAND pricing cycle may be strengthening. Memory and AI-related stocks lead the market
Positive Sentiment: Analyst upside forecasts added support. Lynx Equity Strategies said volatility has normalized and maintained an aggressive price target of $1,325 for MU, implying substantial potential upside from recent levels. Lynx Equity sees Micron and SanDisk breakout
Positive Sentiment: Recent operating results provide fundamental support. Micron’s latest reported quarter significantly exceeded earnings and revenue expectations, with revenue up sharply year over year. The company also issued strong fourth-quarter guidance, reinforcing the view that AI-related memory shortages are translating into exceptional profitability.
Neutral Sentiment: Long-term customer agreements may reduce—but not eliminate—cyclicality. Reports highlight 16 strategic agreements extending through 2030, some with price floors or bands. These contracts could improve earnings visibility, although investors remain concerned that new industry capacity could eventually pressure pricing. Micron’s contracts reveal the next AI bottleneck
Negative Sentiment: Competition and execution risks remain. Chinese chipmaker CXMT is gaining DRAM market share, while planned capacity investments by Asian producers could eventually create oversupply. Micron also faces potential labor disruption in Taiwan after unions sought substantially higher compensation, creating a risk to costs and supply continuity. Chinese chipmaker CXMT gains DRAM share

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.