SBI Securities Co. Ltd. Has $1.82 Million Stock Holdings in Lumentum Holdings Inc. $LITE

SBI Securities Co. Ltd. grew its holdings in Lumentum Holdings Inc. (NASDAQ:LITE) by 151.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 4,926 shares of the technology company’s stock after buying an additional 2,965 shares during the period. SBI Securities Co. Ltd.’s holdings in Lumentum were worth $1,816,000 at the end of the most recent quarter.

A number of other institutional investors have also made changes to their positions in LITE. Advisors Asset Management Inc. raised its stake in Lumentum by 36.8% in the 1st quarter. Advisors Asset Management Inc. now owns 945 shares of the technology company’s stock valued at $59,000 after acquiring an additional 254 shares during the period. NewEdge Advisors LLC boosted its position in Lumentum by 109.9% during the first quarter. NewEdge Advisors LLC now owns 11,986 shares of the technology company’s stock worth $747,000 after purchasing an additional 6,275 shares during the period. Empowered Funds LLC increased its holdings in shares of Lumentum by 9.1% in the first quarter. Empowered Funds LLC now owns 8,139 shares of the technology company’s stock valued at $507,000 after purchasing an additional 680 shares during the last quarter. Hsbc Holdings PLC bought a new position in shares of Lumentum in the second quarter valued at about $298,000. Finally, Arrowstreet Capital Limited Partnership bought a new position in shares of Lumentum in the second quarter valued at about $1,712,000. 94.05% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting Lumentum

Here are the key news stories impacting Lumentum this week:

• Positive Sentiment: Analysts pushed price targets sharply higher across the street (BNP Paribas, JPMorgan, Rosenblatt, Stifel, Loop Capital, Barclays), signaling stronger long‑term conviction tied to Lumentum’s AI/data‑center opportunity; these upgrades support upside momentum. BNP Paribas raises PT
• Positive Sentiment: Operational beat and stronger guidance: Q3 EPS of $2.37 topped estimates and management set Q4 EPS guidance (2.85–3.05) above consensus, while revenue rose ~90% Y/Y — fundamentals that underpin the bullish analyst moves. Q3 results and outlook
• Neutral Sentiment: Earnings / conference call materials and transcripts are available for deeper reading; management reiterated forward‑looking assumptions and the usual disclaimer about forward‑looking statements, useful for modeling but not new guidance. Earnings transcript
• Negative Sentiment: Near‑term market reaction was negative: shares fell after the print as investors parsed a revenue miss vs. street expectations and some traders booked gains after a multi‑session run. This tug‑of‑war between strong EPS/guide and revenue shortfalls pressured the stock. Market reaction Narrative shift / Yahoo
• Negative Sentiment: Analyst caution on execution / AI bottlenecks: commentary (e.g., Seeking Alpha) highlights potential supply/production or “AI bottleneck” risks that could constrain fulfillment of surging demand — a factor that could damp investor enthusiasm until clarity on capacity and timing is confirmed. AI bottleneck analysis

Insiders Place Their Bets

In related news, insider Vincent Retort sold 45,026 shares of Lumentum stock in a transaction that occurred on Thursday, February 12th. The shares were sold at an average price of $591.32, for a total transaction of $26,624,774.32. Following the sale, the insider directly owned 102,455 shares of the company’s stock, valued at approximately $60,583,690.60. The trade was a 30.53% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, insider Yuen Wupen sold 3,157 shares of the business’s stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $538.00, for a total value of $1,698,466.00. Following the sale, the insider owned 88,439 shares in the company, valued at $47,580,182. This represents a 3.45% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 65,775 shares of company stock worth $38,851,343. Insiders own 0.43% of the company’s stock.

Analyst Ratings Changes

Several analysts recently commented on LITE shares. Zacks Research downgraded shares of Lumentum from a “strong-buy” rating to a “hold” rating in a report on Monday, April 13th. Rosenblatt Securities increased their price target on shares of Lumentum from $900.00 to $1,300.00 and gave the company a “buy” rating in a report on Wednesday. BNP Paribas Exane raised their price objective on shares of Lumentum from $1,040.00 to $1,300.00 in a research report on Wednesday. Bank of America upped their target price on Lumentum to $520.00 and gave the company a “neutral” rating in a research report on Wednesday, February 4th. Finally, Weiss Ratings reiterated a “hold (c)” rating on shares of Lumentum in a research note on Tuesday, April 21st. Thirteen equities research analysts have rated the stock with a Buy rating and seven have given a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $996.05.

Lumentum Trading Down 5.1%

LITE stock opened at $944.28 on Thursday. Lumentum Holdings Inc. has a 52 week low of $60.38 and a 52 week high of $1,021.00. The company has a market capitalization of $67.42 billion, a PE ratio of 174.87 and a beta of 1.53. The company’s 50-day simple moving average is $772.05 and its 200 day simple moving average is $497.81. The company has a debt-to-equity ratio of 0.06, a quick ratio of 0.45 and a current ratio of 0.61.

Lumentum (NASDAQ:LITE) last released its quarterly earnings results on Tuesday, May 5th. The technology company reported $2.37 earnings per share for the quarter, beating analysts’ consensus estimates of $2.27 by $0.10. The company had revenue of $808.40 million during 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 38.64%. The firm’s quarterly revenue was up 90.1% on a year-over-year basis. During the same period in the previous year, the business earned $0.57 earnings per share. Lumentum has set its Q4 2026 guidance at 2.850-3.050 EPS. As a group, sell-side analysts anticipate that Lumentum Holdings Inc. will post 5.87 earnings per share for the current year.

Lumentum Profile

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.