TSG Advice Partners LLC Makes New Investment in Micron Technology, Inc. $MU

Posted by Brian Himes on Jul 2nd, 2026

TSG Advice Partners LLC acquired a new stake in shares of Micron Technology, Inc. (NASDAQ:MU – Free Report) in the 1st quarter, according to the company in its most recent filing with the SEC. The institutional investor acquired 1,051 shares of the semiconductor manufacturer’s stock, valued at approximately $355,000.

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

Insider Buying and Selling at Micron Technology

In other news, Director Steven J. Gomo sold 2,000 shares of the company’s stock in a transaction on Monday, May 11th. The shares were sold at an average price of $787.03, for a total value of $1,574,060.00. Following the sale, the director directly owned 17,139 shares of the company’s stock, valued at $13,488,907.17. This represents a 10.45% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Sanjay Mehrotra sold 28,506 shares of the stock in a transaction on Friday, June 26th. The stock was sold at an average price of $1,149.28, for a total transaction of $32,761,375.68. Following the completion of the sale, the chief executive officer owned 355,997 shares in the company, valued at $409,140,232.16. The trade was a 7.41% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 146,000 shares of company stock worth $117,926,445. Company insiders own 0.24% of the company’s stock.

Micron Technology Stock Down 10.6%

Shares of MU stock opened at $1,032.28 on Thursday. Micron Technology, Inc. has a fifty-two week low of $103.38 and a fifty-two week high of $1,255.00. The firm has a market capitalization of $1.17 trillion, a PE ratio of 23.37 and a beta of 2.13. 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 stock’s 50-day simple moving average is $856.65 and its 200-day simple moving average is $544.62.

Micron Technology (NASDAQ:MU – Get Free Report) last released its earnings results on Wednesday, June 24th. The semiconductor manufacturer reported $25.11 EPS for the quarter, topping analysts’ consensus estimates of $21.39 by $3.72. The firm had revenue of $41.46 billion during the quarter, compared to the consensus estimate of $35.91 billion. Micron Technology had a return on equity of 71.13% and a net margin of 55.91%.The company’s revenue was up 345.8% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.91 earnings per share. Micron Technology has set its Q4 2026 guidance at 30.000-32.000 EPS. Equities analysts expect that Micron Technology, Inc. will post 71.74 earnings per share for the current year.

Micron Technology Dividend Announcement

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

Wall Street Analyst Weigh In

MU has been the topic of several recent analyst reports. Erste Group Bank upgraded shares of Micron Technology from a “hold” rating to a “buy” rating in a report on Thursday, June 25th. Weiss Ratings reiterated a “buy (b)” rating on shares of Micron Technology in a research note on Tuesday, May 12th. Sanford C. Bernstein set a $1,300.00 target price on shares of Micron Technology in a research report on Monday, June 22nd. The Goldman Sachs Group upped their price target on shares of Micron Technology from $900.00 to $1,100.00 and gave the company a “neutral” rating in a research note on Thursday, June 25th. Finally, TD Cowen raised their price target 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, June 25th. Five investment analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Buy” and an average price target of $1,263.76.

Get Our Latest Stock Analysis on MU

Micron Technology News Summary

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

Positive Sentiment: Micron and General Motors announced a long-term strategic supply agreement for automotive memory and storage, reinforcing demand visibility and expanding Micron’s automotive footprint. Micron and General Motors Sign Strategic Agreement to Secure Supply and Accelerate Innovation
Positive Sentiment: Several analysts remain bullish, citing continued memory shortages, strong AI-driven demand, and higher price targets after Micron’s blowout earnings and guidance. Micron Stock Gets Set to Go Higher as KeyBanc Analyst Predicts ‘Continued Strong Demand’ in 2026
Positive Sentiment: Industry commentary continues to highlight tight AI memory supply and rising chip prices, which support Micron’s earnings power even after the stock’s strong run. Micron Stock Drops But Memory-Chip Prices Keep Rising
Neutral Sentiment: Micron also announced a $250 million commitment to Trump Accounts, which may improve sentiment around the company’s U.S. investment story, but the move is politically mixed and not directly tied to operating results. Micron Announces $250 Million Investment in Trump Accounts Reaching 1 Million Children, Families and the Future Workforce
Negative Sentiment: Micron is being hit by a broad semiconductor selloff as investors lock in profits after the sector’s record rally, weighing on MU alongside other memory names. Chip stocks that notched record rallies in second quarter start Q3 with a dud
Negative Sentiment: A new class-action lawsuit targeting DRAM pricing is creating legal overhang for Micron and other memory-chip makers, adding uncertainty for investors. Samsung, SK Hynix, Micron sued over DRAM prices: what’s at stake
Negative Sentiment: Some commentators and valuation-focused pieces are warning that Micron’s massive run may have gone too far, especially if the memory cycle cools or margins normalize. Micron Is Now Everyone Else’s Problem (Rating Downgrade)

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.