Berkeley Capital Partners LLC Trims Holdings in Micron Technology, Inc. $MU

Posted by George Bondi on May 14th, 2026

Berkeley Capital Partners LLC cut its holdings in Micron Technology, Inc. (NASDAQ:MU – Free Report) by 25.7% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 2,562 shares of the semiconductor manufacturer’s stock after selling 887 shares during the quarter. Berkeley Capital Partners LLC’s holdings in Micron Technology were worth $731,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently modified their holdings of MU. Brighton Jones LLC grew its position in shares of Micron Technology by 18.3% in the 4th quarter. Brighton Jones LLC now owns 6,318 shares of the semiconductor manufacturer’s stock worth $532,000 after buying an additional 976 shares during the period. Sivia Capital Partners LLC grew its position in Micron Technology by 21.7% during the 2nd 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 during the last quarter. United Bank purchased a new stake in Micron Technology during the 2nd quarter valued at about $236,000. Schnieders Capital Management LLC. grew its position in Micron Technology by 67.9% during the 2nd quarter. Schnieders Capital Management LLC. now owns 16,984 shares of the semiconductor manufacturer’s stock valued at $2,093,000 after purchasing an additional 6,867 shares during the last quarter. Finally, Sei Investments Co. grew its position in Micron Technology by 5.6% during the 2nd quarter. Sei Investments Co. now owns 405,545 shares of the semiconductor manufacturer’s stock valued at $49,987,000 after purchasing an additional 21,619 shares during the last quarter. 80.84% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting Micron Technology

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

Positive Sentiment: Analysts and market commentators say Micron is benefiting from surging demand for HBM, DRAM and AI infrastructure memory, with supply still tight. BofA Sees More Room for Micron’s AI Rally
Positive Sentiment: Micron is being highlighted as a direct AI winner, with articles arguing the company is still early in the AI cycle rather than near the top of it. Why Daniel Newman Thinks Micron Technology Proves We Are Still In AI ‘Parking Lot’— It Is ‘Not Late’ To Get In
Positive Sentiment: Fresh product momentum also supports the bull case, including sampling of a faster 256GB DDR5 server module for AI and data-center workloads. Micron Redefines AI Performance With Sampling of 256GB DDR5 Server Module
Neutral Sentiment: Some investors are also watching Micron’s sharp run and warning that the stock may be extended after a huge rally, which could mean near-term volatility even if the long-term story remains strong. Micron Investors Face a High-Stakes Moment After the Latest Rally
Negative Sentiment: A broader chip-sector pullback and profit-taking briefly weighed on MU earlier in the week as traders worried the memory-supercycle trade had run too far, too fast. Why Sandisk, Micron stock are plunging upto 9% on Tuesday

Insider Activity at Micron Technology

In other Micron Technology news, CEO Sanjay Mehrotra sold 40,000 shares of the company’s stock in a transaction dated Friday, May 1st. The shares were sold at an average price of $536.26, for a total transaction of $21,450,400.00. Following the transaction, the chief executive officer owned 424,503 shares in the company, valued at approximately $227,643,978.78. This represents a 8.61% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Steven J. Gomo sold 2,000 shares of the company’s stock in a transaction dated Monday, May 11th. The shares were sold at an average price of $787.03, for a total transaction of $1,574,060.00. Following the transaction, the director owned 17,139 shares in the company, valued at $13,488,907.17. This represents a 10.45% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 106,000 shares of company stock worth $47,032,460 over the last quarter. 0.24% of the stock is currently owned by insiders.

Micron Technology Price Performance

MU opened at $803.63 on Thursday. 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 stock has a market capitalization of $906.28 billion, a P/E ratio of 37.94 and a beta of 1.91. The company’s 50-day simple moving average is $464.69 and its two-hundred day simple moving average is $364.25. Micron Technology, Inc. has a 52-week low of $90.93 and a 52-week high of $818.67.

Micron Technology Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Wednesday, April 15th. Shareholders of record on Monday, March 30th were paid a dividend of $0.15 per share. The ex-dividend date was Monday, March 30th. This represents a $0.60 annualized dividend and a yield of 0.1%. This is an increase from Micron Technology’s previous quarterly dividend of $0.12. Micron Technology’s dividend payout ratio (DPR) is currently 2.83%.

Wall Street Analysts Forecast Growth

Several analysts recently commented on the stock. Mizuho increased their price objective on shares of Micron Technology from $480.00 to $530.00 and gave the company an “outperform” rating in a research report on Thursday, March 19th. Needham & Company LLC increased their price objective on shares of Micron Technology from $450.00 to $500.00 and gave the company a “buy” rating in a research report on Thursday, March 19th. Phillip Securities raised shares of Micron Technology to a “strong-buy” rating in a research report on Monday, February 2nd. UBS Group increased their price objective on shares of Micron Technology from $510.00 to $535.00 and gave the company a “buy” rating in a research report on Wednesday, April 8th. Finally, TD Cowen increased their price objective on shares of Micron Technology from $550.00 to $660.00 and gave the company a “buy” rating in a research report on Tuesday, April 28th. Five investment analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and four have assigned a Hold rating to the company’s stock. According to MarketBeat, Micron Technology has an average rating of “Buy” and an average target price of $495.63.

Check Out Our Latest Research Report on Micron Technology

About Micron Technology

(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.

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Institutional Ownership by Quarter for Micron Technology (NASDAQ:MU)

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