Micron Technology (MU) reported fiscal fourth-quarter 2026 revenue of $54.23 billion and GAAP net income of $37.70 billion, or $32.87 per diluted share. The quarter ended September 3, 2026.
For fiscal 2026, Micron reported revenue of $133.19 billion and GAAP net income of $84.97 billion, or $74.33 per diluted share.
- Fourth-quarter revenue was $54.23 billion, compared with $41.46 billion in the prior quarter and $11.32 billion a year earlier.
- Fourth-quarter GAAP diluted earnings per share were $32.87; GAAP basic earnings per share were $33.36.
- Fiscal 2026 operating cash flow totaled $89.68 billion, while capital expenditures, net, were $27.37 billion.
- Micron forecast fiscal first-quarter 2027 revenue of $61.5 billion, plus or minus $1.5 billion, and GAAP diluted EPS of $37.84, plus or minus $1.00.
- The board declared a quarterly cash dividend of $0.15 per share, payable October 29, 2026, to shareholders of record on October 14, 2026.
$MU Insider Trading Activity
$MU insiders have traded $MU stock on the open market 237 times in the past 6 months. Of those trades, 0 have been purchases and 237 have been sales.
Here’s a breakdown of recent trading of $MU stock by insiders over the last 6 months:
- SANJAY MEHROTRA (President and CEO) has made 0 purchases and 181 sales selling 200,000 shares for an estimated $182,286,215.
- APRIL S ARNZEN (EVP and Chief People Officer) has made 0 purchases and 22 sales selling 80,000 shares for an estimated $57,253,234.
- SUMIT SADANA (EVP and Chief Business Officer) has made 0 purchases and 2 sales selling 39,000 shares for an estimated $24,126,750.
- MICHAEL CHARLES RAY (SVP, Chief Legal Officer) has made 0 purchases and 25 sales selling 7,601 shares for an estimated $4,061,206.
- MICHAEL D CORDANO (EVP, Worldwide Sales) has made 0 purchases and 2 sales selling 6,814 shares for an estimated $2,915,744.
- STEVEN J GOMO has made 0 purchases and 2 sales selling 2,000 shares for an estimated $1,574,070.
- LYNN A DUGLE sold 1,300 shares for an estimated $1,495,559
- SCOTT R. ALLEN (CVP, Chief Accounting Officer) sold 879 shares for an estimated $879,000
- ALEXIS BJORLIN sold 25 shares for an estimated $28,308
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$MU Hedge Fund Activity
We have seen 2,217 institutional investors add shares of $MU stock to their portfolio, and 1,517 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JPMORGAN CHASE & CO added 25,836,011 shares (+inf%) to their portfolio in Q2 2026, for an estimated $29,822,249,137
- INVESCO LTD. added 24,254,555 shares (+201.1%) to their portfolio in Q2 2026, for an estimated $27,996,790,290
- CAPITAL WORLD INVESTORS removed 12,584,746 shares (-29.9%) from their portfolio in Q2 2026, for an estimated $14,526,446,460
- PRICE T ROWE ASSOCIATES INC /MD/ added 8,827,282 shares (+165.3%) to their portfolio in Q2 2026, for an estimated $10,189,243,339
- NORGES BANK removed 7,360,258 shares (-32.7%) from their portfolio in Q2 2026, for an estimated $8,495,872,206
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 6,966,392 shares (+inf%) to their portfolio in Q2 2026, for an estimated $8,041,236,621
- GOLDMAN SACHS GROUP INC added 5,526,936 shares (+44.0%) to their portfolio in Q2 2026, for an estimated $6,379,686,955
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$MU Congressional Stock Trading
Members of Congress have traded $MU stock 6 times in the past 6 months. Of those trades, 4 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $MU stock by members of Congress over the last 6 months:
- REPRESENTATIVE DAN NEWHOUSE purchased up to $15,000 on 07/10.
- REPRESENTATIVE MICHAEL A. RULLI purchased up to $15,000 on 06/25.
- SENATOR SHELDON WHITEHOUSE purchased up to $15,000 on 06/25.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 06/05, 05/15.
- REPRESENTATIVE JOSH GOTTHEIMER purchased up to $15,000 on 05/21.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
