Titan Global Capital Management USA LLC Takes $14.33 Million Position in Lumentum Holdings Inc. $LITE

Titan Global Capital Management USA LLC purchased a new position in shares of Lumentum Holdings Inc. (NASDAQ:LITEFree Report) in the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor purchased 20,394 shares of the technology company’s stock, valued at approximately $14,332,000. Lumentum accounts for 2.1% of Titan Global Capital Management USA LLC’s investment portfolio, making the stock its 19th biggest holding.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the business. Sachetta LLC lifted its position in Lumentum by 118.8% in the first quarter. Sachetta LLC now owns 35 shares of the technology company’s stock valued at $25,000 after buying an additional 19 shares during the last quarter. Hilton Head Capital Partners LLC acquired a new stake in shares of Lumentum during the first quarter valued at about $25,000. Abel Hall LLC increased its position in shares of Lumentum by 5.5% during the first quarter. Abel Hall LLC now owns 693 shares of the technology company’s stock valued at $487,000 after acquiring an additional 36 shares during the last quarter. Checchi Capital Advisers LLC raised its stake in shares of Lumentum by 5.1% in the 1st quarter. Checchi Capital Advisers LLC now owns 790 shares of the technology company’s stock valued at $555,000 after acquiring an additional 38 shares during the period. Finally, 180 Wealth Advisors LLC raised its stake in shares of Lumentum by 2.9% in the 1st quarter. 180 Wealth Advisors LLC now owns 1,553 shares of the technology company’s stock valued at $1,092,000 after acquiring an additional 44 shares during the period. 94.05% of the stock is owned by institutional investors and hedge funds.

Lumentum Trading Up 4.5%

NASDAQ LITE opened at $765.55 on Tuesday. The firm has a 50 day simple moving average of $859.31 and a 200-day simple moving average of $715.91. The company has a debt-to-equity ratio of 0.01, a quick ratio of 0.97 and a current ratio of 1.14. Lumentum Holdings Inc. has a one year low of $97.55 and a one year high of $1,085.68. The firm has a market cap of $59.56 billion, a price-to-earnings ratio of 141.77 and a beta of 1.48.

Lumentum (NASDAQ:LITEGet Free Report) last announced its earnings results on Tuesday, May 5th. The technology company reported $2.37 earnings per share for the quarter, topping the consensus estimate of $2.27 by $0.10. The firm had revenue of $808.40 million for the quarter, compared to the consensus estimate of $810.21 million. Lumentum had a net margin of 17.61% and a return on equity of 24.81%. The firm’s revenue for the quarter was up 90.1% on a year-over-year basis. During the same period in the prior year, the firm earned $0.57 EPS. Lumentum has set its Q4 2026 guidance at 2.850-3.050 EPS. Equities research analysts anticipate that Lumentum Holdings Inc. will post 6.42 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

LITE has been the subject of a number of research analyst reports. Citigroup reaffirmed a “buy” rating on shares of Lumentum in a research report on Thursday. Zacks Research lowered Lumentum from a “strong-buy” rating to a “hold” rating in a research report on Monday, July 6th. B. Riley Financial restated a “buy” rating on shares of Lumentum in a research note on Friday, May 1st. UBS Group raised their price target on Lumentum from $455.00 to $960.00 and gave the stock a “neutral” rating in a research report on Wednesday, May 6th. Finally, Needham & Company LLC reaffirmed a “buy” rating and issued a $1,040.00 price objective on shares of Lumentum in a research note on Tuesday, June 9th. Fourteen analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $1,012.67.

Get Our Latest Research Report on LITE

Insiders Place Their Bets

In other news, insider Vincent Retort sold 3,183 shares of the company’s stock in a transaction on Monday, May 18th. The stock was sold at an average price of $953.95, for a total transaction of $3,036,422.85. Following the sale, the insider owned 89,563 shares of the company’s stock, valued at approximately $85,438,623.85. This represents a 3.43% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Isaac Hosojiro Harris sold 4,000 shares of the stock in a transaction on Friday, May 29th. The shares were sold at an average price of $860.00, for a total value of $3,440,000.00. Following the completion of the sale, the director owned 8,400 shares in the company, valued at approximately $7,224,000. The trade was a 32.26% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders have sold 41,260 shares of company stock valued at $38,859,220. Corporate insiders own 0.43% of the company’s stock.

Lumentum Profile

(Free Report)

Lumentum Holdings Inc, headquartered in San Jose, California, is a leading provider of photonic technologies that enable high-speed optical communication networks and advanced industrial applications. The company designs and manufactures a broad range of lasers, optical modules and subsystems tailored to the evolving requirements of telecommunications carriers, cloud data centers and enterprise networking.

Its core product portfolio includes tunable and fixed-wavelength laser transmitters, coherent optical engines, transceivers for long-haul, metro and data center interconnects, as well as test and measurement instruments.

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Institutional Ownership by Quarter for Lumentum (NASDAQ:LITE)

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