Anderson Hoagland 13F: Adds $627K to Micron Technology (MU) Stake

On October 23, 2026, Anderson Hoagland boosted its stake in Micron Technology, Inc. (MU) by 732 shares, raising its total holdings to 1,126 shares.

MU Micron Technology, Inc.

$903.70 ▲ +186.72% year to date

1M 3M YTD

Daily close · Oct 26, 2026

Where Micron Technology Fits in Anderson Hoagland's Portfolio

Anderson Hoagland's investment in Micron now represents about 0.17% of its total reported 13F portfolio, which is valued at approximately $574.4 million. The firm ranks 32nd among its 134 reported positions, and the estimated gain on this investment is significant given the recent stock price movements.

Other Institutional Activity in Micron Technology

Several other funds have also adjusted their positions in Micron Technology recently. Oriental Harbor Investment Master Fund increased its holdings by 3,306 shares, totaling 150,893 shares worth about $160.7 million. Brookstone Capital Management raised its stake by 20,369 shares, now holding 59,878 shares valued at approximately $63.8 million. In contrast, SBI Securities reduced its position by 27,192 shares, bringing its total down to 84,966 shares worth about $90.5 million.

Micron Technology, Inc. Stock Up 3.0%

Micron Technology's stock closed at $877.55 on October 23, 2026, and has since traded recently around $903.70, which is about 3.0% above the closing price. However, it remains about 28.0% below its 52-week high of $1,255.00.

Recent Earnings

Micron's trailing twelve-month revenue stands at approximately $133.2 billion, reflecting a year-over-year growth of 379.3%. The next earnings report is scheduled for December 23, 2026.

Insider Buying and Selling at Micron Technology, Inc.

Recent insider transactions include Chief Executive Officer Sanjay Mehrotra, who sold 31,285 shares valued at about $28.9 million on July 24, 2026. Officer Sumit Sadana sold 15,000 shares for around $14.0 million on August 18, 2026, and Mehrotra again sold 40,000 shares valued at approximately $38.8 million on August 21, 2026.

Analysts Set New Price Targets

On October 1, 2026, Mizuho maintained its rating of 'Outperform' with a target price of $1,400. DA Davidson also maintained its 'Buy' rating, raising its target to $3,000 on October 7, 2026. The consensus among analysts is a 'strong buy' with a mean target price of approximately $1,561.91.

About Micron Technology

Micron Technology, Inc. provides semiconductor memory and storage products globally. The company operates in various segments, including Cloud Memory, Core Data Center, Mobile and Client, and Automotive and Embedded. Its recent performance and analyst ratings suggest a strong position in the semiconductor market.

Bottom Line

Investors will be watching Micron closely as it approaches its next earnings date on December 23, 2026. Anderson Hoagland's recent position change indicates growing confidence in the company's future, especially as the stock recently trades above its event close price.