Lumentum (LITE) President Wupen Yuen Sells $428K of Stock

Wupen Yuen, President of Global Business Units at Lumentum Holdings Inc. LITE, sold 500 shares of the company on September 16, 2026. According to a Form 4 filing with the Securities and Exchange Commission, the shares were disposed of at a price of $856.83, bringing the total value of the transaction to $428,415. The sale was carried out under a pre-arranged Rule 10b5-1 plan.

LITE Lumentum Holdings Inc.

$834.51 ▲ +116.13% year to date

1M 3M YTD

Daily close · Oct 19, 2026

Inside Wupen Yuen's Lumentum Holdings Trade

The planned sale on September 16 followed four earlier transactions by Yuen recorded in early September 2026, adding to a busy month of insider activity. On the day of the trade, Lumentum stock closed at $919.40.

Other Institutional Activity in Lumentum Holdings

Generate Investment Management grew its holdings by 47,855 shares, ending with 63,855 shares worth about $62,019,807. Rokos Capital Management cut its position by 85,031 shares, leaving it with 115,593 shares valued at roughly $99,863,681. Driehaus Capital Management reduced its stake by 112,053 shares to finish with 228,995 shares worth about $197,834,503. Sendero Wealth Management opened a new position with 2,484 shares valued at about $2,412,611. Jupiter Topco LLC added 944,804 shares, growing its stake by 100.0% to 1,889,608 shares worth about $1,576,896,790.

Lumentum Holdings Inc. Stock Up 1.1%

Shares recently traded around $832.98 as of October 16, 2026, sitting about 9.4% below their event-day close of $919.40. The stock has a 52-week high of $1,143.00 and a 52-week low of $152.54.

Recent Earnings

Lumentum reported trailing twelve-month revenue of $3.01 billion. The company posted a negative earnings per share of $92.96, alongside a net margin of negative 230.1% and a return on equity of negative 240.0%. The company is scheduled to release its next financial results on November 5, 2026.

Insider Buying and Selling at Lumentum Holdings Inc.

Prior to this transaction, Yuen made four sales in September 2026, including 1,500 shares sold on September 1 for $1,368,495, another 1,500 shares sold on September 4 for $1,297,250, 1,500 shares sold on September 10 for $1,410,335, and 1,500 shares sold on September 15 for $1,324,030.

Analysts Set New Price Targets

Morgan Stanley maintained an Equal-Weight rating on August 12, 2026, with a price target of $1,000.00. Evercore ISI Group initiated coverage on August 31, 2026, with an Outperform rating and an $1,100.00 price target. Deutsche Bank initiated coverage on September 1, 2026, with a Buy rating and a $1,200.00 price target. Rosenblatt maintained a Buy rating on September 23, 2026, with a $1,300.00 price target. Citigroup maintained a Buy rating on September 28, 2026, with a target of $1,400.00. The stock carries a consensus strong buy recommendation and a mean price target of $1,179.07 across 26 analyst opinions.

About Lumentum Holdings Inc.

Lumentum Holdings Inc. manufactures optical and photonic products used in communication equipment across global markets. The company produces semiconductor laser chips, optical modules, and industrial lasers.

Bottom Line

Investors are keeping an eye on Lumentum's upcoming earnings report on November 5, 2026, to gauge the company's financial direction. Insider transactions under pre-arranged plans occur regularly and reflect individual financial strategies rather than broad corporate outlooks.