"" Lead: Vincent Retort, Executive Vice President of Global Reliability & Quality at Lumentum Holdings Inc., sold 3,183 shares of common stock for a total value of $2,894,715 on August 18, 2026. This transaction was part of a larger sale executed under a Rule 10b5-1 trading plan.
The shares were sold at a price of $909.43 each, with the sale being one of several transactions by Retort in recent months. In August 2023, Retort acquired 63,956 shares of Lumentum common stock upon the vesting of performance stock units (PSUs), valued at $0. On August 17, 2026, 32,542 shares were withheld by Lumentum to satisfy income tax obligations related to the vesting of these PSUs, while 3,299 shares were withheld on August 15, 2026, to cover income tax withholding and remittance obligations.
The company has recently reported fourth-quarter fiscal 2026 results that exceeded consensus estimates, with revenue surpassing expectations by 2% and earnings per share by $0.26. Analysts have provided mixed outlooks, with some firms like Needham and Mizuho raising their price targets, while others like BofA Securities have lowered their estimates due to valuation concerns.
Recent Lumentum Earnings and Analyst Updates
Lumentum Holdings Inc. reported fourth-quarter fiscal 2026 results that exceeded consensus estimates, with revenue surpassing expectations by 2% and earnings per share by $0.26. Analysts have provided mixed outlooks, with some firms like Needham and Mizuho raising their price targets, while others like BofA Securities have lowered their estimates due to valuation concerns.
Lumentum Stock Price and Trading
The company’s stock price has been influenced by recent earnings reports and analyst updates. The stock has seen significant price movements in recent months, with some firms raising their price targets and others lowering their estimates.
Analyst Ratings and Price Targets
Analysts have provided mixed outlooks for Lumentum’s performance and future potential. Some firms have raised their price targets, citing strong growth in AI optics, while others have lowered their estimates due to valuation concerns.
