Lumentum (LITE) President Wupen Yuen Sells $467K of Stock

Lumentum Holdings Inc. president Wupen Yuen sold 500 shares of company stock on September 17, 2026, in a transaction worth approximately $466,725. According to a Form 4 filing with the SEC, the trade was executed at a price of $933.45 per share under a pre-arranged plan. On the day of the sale, the stock closed at $893.61.

LITE Lumentum Holdings Inc.

$834.51 ▲ +116.13% year to date

1M 3M YTD

Daily close · Oct 19, 2026

Inside Wupen Yuen's Lumentum Trade

The sale follows several other disposals by Yuen earlier in September 2026. This transaction marks another step in a series of planned and unplanned sales by the executive ahead of autumn.

Other Institutional Activity in Lumentum Holdings Inc.

Other institutional investors have adjusted their positions in the company over recent quarters. Rokos Capital Management reduced its holdings by 85,031 shares, ending with 115,593 shares valued at roughly $99.86 million. Driehaus Capital Management cut its stake by 112,053 shares to finish with 228,995 shares worth about $197.83 million. Meanwhile, Generate Investment Management grew its holdings by 47,855 shares, bringing its total to 63,855 shares worth roughly $62.02 million.

Lumentum Holdings Inc. Stock Up 1.1%

Shares of Lumentum recently traded around $832.98 as of October 16, 2026, sitting down about 6.8% from the event-day close of $893.61. The stock trades below its 50-day moving average of $931.07 but remains above its 200-day moving average of $772.72. The company carries a market capitalization of roughly $78.77 billion and a forward P/E ratio of 24.14.

Recent Earnings

For its trailing twelve-month period, the optical and photonic product maker posted revenue of $3.01 billion. The firm reported a net margin of -230.1% and a return on equity of -240.0%, with basic earnings per share at -$92.96. 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 completed four separate sales in September 2026, disposing of 1,500 shares on September 1, 1,500 shares on September 4, 1,500 shares on September 10, and 1,500 shares on September 15. Those four earlier transactions totaled 6,000 shares and brought in roughly $5.4 million.

Analysts Set New Price Targets

Wall Street analysts maintain an overall strong buy view on the stock, backed by 26 opinions and a mean price target of $1,179.07. Morgan Stanley maintained its equal-weight rating while raising its target to $1,000 on August 12, 2026. Evercore ISI Group initiated coverage with an outperform rating and a $1,100 target on August 31, 2026, and Deutsche Bank initiated coverage with a buy rating and a $1,200 target on September 1, 2026.

About Lumentum Holdings Inc.

Based in San Jose, California, Lumentum designs and manufactures optical and photonic products used across communication networks and industrial systems. Its offerings include semiconductor laser chips, wavelength management systems, optical circuit switches, and specialized lasers. The company operates across global markets, serving customers in the Americas, Asia-Pacific, Europe, the Middle East, and Africa.

Bottom Line

Executive trades like this one are common parts of personal financial planning and do not necessarily signal a change in business fundamentals. Investors will look toward the company's upcoming earnings release on November 5, 2026, for further details on operational progress.