Insight Holdings Group LLC Acquires Shares of 660 Micron Technology, Inc. $MU

Posted by Francis Steltz on Jul 26th, 2026

Insight Holdings Group LLC bought a new position in Micron Technology, Inc. (NASDAQ:MU – Free Report) during the 1st quarter, Holdings Channel reports. The institutional investor bought 660 shares of the semiconductor manufacturer’s stock, valued at approximately $223,000. Micron Technology comprises approximately 0.0% of Insight Holdings Group LLC’s investment portfolio, making the stock its 28th biggest position.

Other institutional investors have also recently modified their holdings of the company. High Note Wealth LLC raised its holdings in Micron Technology by 65.4% in the fourth 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 last quarter. Kohmann Bosshard Financial Services LLC purchased a new stake in shares of Micron Technology during the first quarter valued at approximately $27,000. Steigerwald Gordon & Koch Inc. grew 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 valued at $28,000 after buying an additional 96 shares during the last quarter. Bayban bought a new stake in shares of Micron Technology during the fourth quarter valued at approximately $29,000. Finally, GHP Investment Advisors Inc. increased its position in shares of Micron Technology by 91.2% during 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 owned by hedge funds and other institutional investors.

Micron Technology Stock Down 7.0%

MU opened at $920.95 on Friday. The firm’s 50 day simple moving average is $966.27 and its two-hundred day simple moving average is $622.56. The company has a market capitalization of $1.04 trillion, a PE ratio of 20.85 and a beta of 2.14. 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.

Micron Technology (NASDAQ:MU – Get Free Report) last issued 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. The firm had revenue of $41.46 billion during the quarter, compared to the consensus estimate of $35.91 billion. Micron Technology had a net margin of 55.91% and a return on equity of 71.13%. The company’s revenue for the quarter was up 345.8% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $1.91 EPS. Micron Technology has set its Q4 2026 guidance at 30.000-32.000 EPS. As a group, equities analysts forecast that Micron Technology, Inc. will post 72.93 EPS for the current year.

Micron Technology Dividend Announcement

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

Insider Buying and Selling

In other news, EVP April S. Arnzen sold 40,000 shares of Micron Technology stock in a transaction dated Wednesday, July 1st. The stock was sold at an average price of $1,083.94, for a total transaction of $43,357,600.00. Following the transaction, the executive vice president directly owned 85,737 shares of the company’s stock, valued at $92,933,763.78. The trade was a 31.81% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO Sanjay Mehrotra sold 28,506 shares of Micron Technology stock in a transaction dated Friday, June 26th. The shares were sold at an average price of $1,149.28, for a total value of $32,761,375.68. Following the transaction, the chief executive officer directly owned 355,997 shares in the company, valued at approximately $409,140,232.16. The trade was a 7.41% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 163,300 shares of company stock worth $152,667,204. Company insiders own 0.24% of the company’s stock.

Analyst Ratings Changes

A number of research analysts have recently issued reports on MU shares. Needham & Company LLC upped their price target on Micron Technology from $1,550.00 to $1,650.00 and gave the company a “buy” rating in a report on Thursday, June 25th. Sanford C. Bernstein set a $1,300.00 price objective on Micron Technology in a report on Monday, June 22nd. Stifel Nicolaus boosted their target price on Micron Technology from $550.00 to $1,500.00 and gave the stock a “buy” rating in a research report on Thursday, June 18th. Morgan Stanley boosted their target price on Micron Technology from $1,050.00 to $1,200.00 and gave the stock an “overweight” rating in a research report on Thursday, June 25th. Finally, Raymond James Financial upped their target price on shares of Micron Technology from $1,100.00 to $1,500.00 and gave the company an “outperform” rating in a research note on Thursday, June 25th. Four analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat, Micron Technology currently has a consensus rating of “Buy” and an average price target of $1,268.93.

Get Our Latest Stock Report on Micron Technology

More Micron Technology News

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

Positive Sentiment: Micron remains a key beneficiary of AI infrastructure spending, with bullish coverage highlighting rising demand for HBM, DRAM and NAND as memory intensity increases in next-generation AI systems. Micron Is A Strong Buy Again Because Of Kimi K3
Positive Sentiment: Micron’s HBM4 ramp-up and faster yield gains could support revenue and margin growth, reinforcing its position in the AI memory race. Micron Boosts HBM4 Ramp-Up: Will It Help MU Lead the AI Memory Race?
Neutral Sentiment: Analysts and market commentators continue to point to strong long-term fundamentals, but this support is being offset by near-term volatility in the chip trade. Micron Stock Price Stalls Below $1,000 – Here’s Why Analysts Aren’t Worried
Negative Sentiment: Semiconductor stocks are sliding broadly as investors lock in gains after a huge 2026 rally, with valuation concerns and leveraged-position unwinding hitting the group. Semiconductor Crossroads: Healthy Consolidation or Deeper Repricing?
Negative Sentiment: Chip stocks, including Micron, are also being pressured by weakness in Korean memory names and concern over Chinese memory developments, adding to the selloff in U.S. memory shares. Why Micron and other major chip stocks are falling — even as the rest of tech holds up

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.