Winthrop Advisory Group LLC Acquires 590 Shares of Micron Technology, Inc. $MU

Posted by Stanley Muller on Aug 20th, 2026

Winthrop Advisory Group LLC boosted its holdings in Micron Technology, Inc. (NASDAQ:MU – Free Report) by 96.4% in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 1,202 shares of the semiconductor manufacturer’s stock after purchasing an additional 590 shares during the quarter. Winthrop Advisory Group LLC’s holdings in Micron Technology were worth $1,388,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently bought and sold shares of MU. M.E. Allison & CO. Inc. increased its holdings in shares of Micron Technology by 0.8% during the second quarter. M.E. Allison & CO. Inc. now owns 1,324 shares of the semiconductor manufacturer’s stock worth $1,528,000 after purchasing an additional 11 shares during the period. Cherrydale Wealth Management LLC boosted its stake in shares of Micron Technology by 1.4% in the second quarter. Cherrydale Wealth Management LLC now owns 972 shares of the semiconductor manufacturer’s stock valued at $1,122,000 after buying an additional 13 shares during the period. Red Door Wealth Management LLC boosted its stake in shares of Micron Technology by 0.7% in the second quarter. Red Door Wealth Management LLC now owns 1,914 shares of the semiconductor manufacturer’s stock valued at $2,209,000 after buying an additional 14 shares during the period. Signature Equity Partners LLC grew its position in Micron Technology by 6.3% during the first quarter. Signature Equity Partners LLC now owns 253 shares of the semiconductor manufacturer’s stock worth $86,000 after buying an additional 15 shares in the last quarter. Finally, Clearwater Capital Advisors LLC grew its position in Micron Technology by 1.1% during the first quarter. Clearwater Capital Advisors LLC now owns 1,617 shares of the semiconductor manufacturer’s stock worth $546,000 after buying an additional 18 shares in the last quarter. Institutional investors own 80.84% of the company’s stock.

Analyst Ratings Changes

Several brokerages have weighed in on MU. Wolfe Research set a $1,500.00 price objective on Micron Technology in a report on Thursday, June 25th. Morgan Stanley raised their price target 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. UBS Group restated a “buy” rating on shares of Micron Technology in a research report on Monday, August 10th. Erste Group Bank raised shares of Micron Technology from a “hold” rating to a “buy” rating in a research report on Thursday, June 25th. Finally, Deutsche Bank Aktiengesellschaft increased their price objective on shares of Micron Technology from $1,500.00 to $1,550.00 and gave the stock a “buy” rating in a research note on Thursday, June 25th. Three investment analysts have rated the stock with a Strong Buy rating, thirty-two have given a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Buy” and a consensus price target of $1,259.97.

Get Our Latest Report on MU

Micron Technology Stock Down 0.4%

MU stock opened at $937.10 on Thursday. The firm has a 50-day moving average price of $967.75 and a 200-day moving average price of $690.43. Micron Technology, Inc. has a 12 month low of $113.46 and a 12 month 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. The stock has a market capitalization of $1.06 trillion, a P/E ratio of 21.22 and a beta of 2.18.

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

Micron Technology Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, July 21st. Stockholders of record on Monday, July 6th were issued 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 dividend payout ratio is 1.36%.

Key Stories Impacting Micron Technology

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

Positive Sentiment: Micron is benefiting from accelerating artificial-intelligence demand for high-bandwidth memory (HBM), server DRAM and data-center storage. The expansion of agentic AI workloads could broaden the company’s memory opportunity and support long-term growth. Will Agentic AI Adoption Expand Micron’s Memory Growth Opportunity?
Positive Sentiment: Micron continues to gain NAND market share, while its SSD business surpassed $5 billion in quarterly revenue and NAND revenue reportedly grew sharply year over year. Long-term customer agreements also provide visibility into demand through 2028. Micron Stock Is Under Pressure but the Market Is Missing the Good News
Positive Sentiment: SK Hynix’s authorization of an approximately $28.6 billion share-repurchase and cancellation program is lifting sentiment across the memory sector. The move signals management confidence in AI-memory demand and helped Micron rebound earlier in the session. SK Hynix Rises on Buyback as Memory Names Rebound
Positive Sentiment: Analysts remain constructive: Bank of America reiterated a Buy rating and a $1,550 price target, while other commentary highlights Micron’s comparatively low forward valuation despite its AI-driven earnings growth. Analyst Issues New Micron Stock Price Target
Neutral Sentiment: Micron’s latest reported quarter substantially exceeded expectations, with revenue of $41.46 billion versus a $35.91 billion consensus estimate and EPS of $25.11 versus $21.39 expected. However, investors are now focusing more on the durability of these unusually strong results than on the earnings beat itself.
Negative Sentiment: Rising Treasury yields and concerns about higher financing costs for AI infrastructure are pressuring high-growth semiconductor stocks. The weakness has spread across global memory names and reflects profit-taking after Micron’s substantial year-to-date rally. AI Chip Stocks Pull Back as Yields Rise
Negative Sentiment: Some investors question whether HBM pricing and demand can remain elevated as memory remains a cyclical industry. Concerns about aggressive semiconductor capacity expansion, concentrated hyperscaler spending and Micron trading well above estimated intrinsic value are adding valuation risk. Micron Trades Above GF Value as Semiconductor Selloff Deepens

Insider Activity at Micron Technology

In related news, Director Lynn A. Dugle sold 1,300 shares of the business’s stock in a transaction on Tuesday, June 30th. The stock was sold at an average price of $1,150.43, for a total transaction of $1,495,559.00. Following the sale, the director owned 17,728 shares in the company, valued at $20,394,823.04. The trade was a 6.83% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, CAO Scott R. Allen sold 879 shares of the business’s stock in a transaction on Thursday, July 23rd. The stock was sold at an average price of $1,000.00, for a total value of $879,000.00. Following the sale, the chief accounting officer owned 34,958 shares in the company, valued at $34,958,000. This represents a 2.45% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 162,179 shares of company stock valued at $167,811,861 over the last three months. 0.24% of the stock is currently owned by corporate insiders.

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.