InsidersTradesSigma
Follow the Lumentum Holdings Inc. stock price and the full insider trade history of the company, a listed equity based in United States. Shares are listed on the US market, under the authority of SEC (Form 4). Operating in the Technology sector, Lumentum Holdings Inc. has logged 401 insider filings. Market capitalisation: €80.3bn. The latest transaction was filed on 28 August 2026 (Notice of proposed sale (Form 144)). Among the most active insiders: Retort Vincent. Every trade is openly available.
Lumentum Holdings Inc. has reported a total of 105 insider trading declarations in the last 90 days, with total sales amounting to approximately 95.8 million euros and no purchases recorded. The top insiders involved include Vincent Retort, who sold approximately 69.8 million euros worth of shares across 26 declarations, Wupen Yuen, who sold about 37.99 million euros in 13 declarations, and Ali Wajid, with sales totaling around 34.23 million euros in 7 declarations. Significant recent transactions include a proposed sale by Vincent Retort on August 25, 2026, valued at approximately 28.25 million euros, and multiple transactions categorized as "Retenue fiscale" by various insiders on August 18 and August 21, 2026.
Auto-generated summary, refreshed daily.Updated 1d ago
401
Insider Decl.
n/a
Thresholds
n/a
n/a
Buy Volume
€80m
94 ops.
Sell Volume
Analyst consensus: bullish or bearish?
Analysts rate Lumentum Holdings Inc. Buy (bullish), based on 24 analysts. Average price target: US$1,148.30.
45Σ signal
This score ranks the purchase within its own market. No market currently meets the historical allocation criteria, so signals remain watch-only. Not investment advice.
Fundamental score
Ranked 23,770 of 29,024 companies
29.3
score / 100
Value29
Quality30
FCF yld0.4%
Earn yld-8.6%
EV/EBITDA·
ROE-240%
Gross mgn42%
Net mgn·
Debt/EBITDA·
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Sigma AI Analysis
Fundamental view, insider signal, bull and bear case, synthesis.
AI analysis generation is paused.
Last declaration on 28 August 2026
Declarations401 total
500 shares@ US$940.95CommonSEC144:0001950047-26-008802
548 shares@ US$958.660.0007% mcap100.0% of flowCommonSEC144:0001950047-26-008740
500 shares@ US$958.660.0006% mcap18.7% of flowCommonSEC144:0001950047-26-008738
900 shares0Common StockSEC:0001664898-26-000005:0
66,764 shares0Common StockSEC:0001573338-26-000016:0
7,941 shares0Common StockSEC:0001573338-26-000017:0
22,760 shares0Common StockSEC:0001489550-26-000006:0
5,138 shares0Common StockSEC:0001489550-26-000007:0
15,174 shares0Common StockSEC:0001648256-26-000007:0
548 shares@ US$958.660.0007% mcap2.4% of flowCommon StockSEC:0001573338-26-000017:1
25 of 401 declarations
About Lumentum Holdings Inc.
Lumentum Holdings Inc. (NASDAQ: LITE) is a U.S.-based optical and photonic solutions company with a strong exposure to telecom networks, cloud infrastructure, and data-center connectivity. The company is listed in the United States on the NASDAQ market and is headquartered in San Jose, California. It operates R&D, manufacturing, and sales facilities worldwide. Its industrial heritage is rooted in laser and photonics technologies, and its current platform is built around high-performance optical components and subsystems used in mission-critical communication networks. ([investor.lumentum.com](https://investor.lumentum.com/overview/?utm_source=openai)) Lumentum’s core business centers on lasers, optical modules, components, and subsystems serving telecom carriers, enterprise networks, cloud operators, and data centers, with additional exposure to industrial and sensing applications. The company’s portfolio includes products for high-speed optical connectivity, AI data-center interconnects, high-power lasers, and optical circuit-switch technology based on MEMS architectures. This mix gives Lumentum a relevant position across multiple layers of the photonics value chain while keeping it closely tied to secular demand for bandwidth, low-latency networking, and AI-driven infrastructure expansion. ([investor.lumentum.com](https://investor.lumentum.com/financial-news-releases/news-details/2026/Lumentum-Announces-New-U-S--Manufacturing-Facility-to-Produce-Advanced-Lasers-for-the-Worlds-Largest-AI-Data-Centers/default.aspx?utm_source=openai)) In competitive terms, Lumentum stands out for long-standing expertise in integrated photonics, indium phosphide technology, and advanced optical architectures designed for demanding network environments. Management emphasizes proprietary technology, systems-level engineering, and the ability to serve hyperscale cloud customers, telecom equipment makers, and industrial clients. Its global operating footprint supports international customers and supply-chain resilience, which remains important in a sector shaped by lead times, qualification cycles, and capital-intensive production. ([investor.lumentum.com](https://investor.lumentum.com/overview/?utm_source=openai)) Recent developments underline the company’s strategic focus. In August 2025, Lumentum reported fiscal-year results that reflected strong demand across its cloud portfolio, especially products supporting AI data centers. During 2025 and early 2026, the company announced efforts to expand U.S. manufacturing, including a new North Carolina facility dedicated to advanced optical devices for large AI data centers, and introduced new products such as the R64 Optical Circuit Switch for AI networks. In March 2026, NVIDIA announced a multiyear strategic partnership with Lumentum to develop state-of-the-art optics technology, reinforcing Lumentum’s relevance in next-generation digital infrastructure. ([investor.lumentum.com](https://investor.lumentum.com/financial-news-releases/news-details/2025/Lumentum-Announces-Fourth-Quarter-and-Full-Fiscal-Year-2025-Results/default.aspx?utm_source=openai))
