<div id="readability-page-1"><p>Marex Group plc bought a new stake in  Lumentum Holdings Inc. (NASDAQ:LITE - Free Report) in the second quarter, according to its most recent filing with the Securities &amp; Exchange Commission. The institutional investor  bought 3,022 shares of the technology company's stock, valued at approximately $287,000.</p><ul><li>3 Data Center Stocks Are Soaring—Analysts Think 1 Could Go Higher</li></ul><p>Several other hedge funds and other institutional investors have also recently modified their holdings of the business. Nuveen LLC acquired a new stake in  Lumentum in the 1st quarter valued at about $27,054,000.  HighTower Advisors LLC lifted its position in  Lumentum by 51.1% during the first quarter. HighTower Advisors LLC now owns 5,242 shares of the technology company's stock worth $327,000 after buying an additional 1,773 shares in the last quarter.  Russell Investments Group Ltd. boosted its stake in  Lumentum by 58.5% during the first quarter. Russell Investments Group Ltd. now owns 79,276 shares of the technology company's stock worth $4,942,000 after buying an additional 29,259 shares during the last quarter.  Kovitz Investment Group Partners LLC purchased a new stake in  Lumentum in the 1st quarter valued at $3,764,000.  Finally, Ethic Inc. increased its stake in shares of  Lumentum by 82.3% in the 1st quarter. Ethic Inc. now owns 9,574 shares of the technology company's stock worth $609,000 after acquiring an additional 4,323 shares during the last quarter. 94.05% of the stock is owned by hedge funds and other institutional investors. </p><h2>Lumentum Trading Up 3.2%</h2><p>NASDAQ LITE opened at $334.69 on Tuesday. The company has a debt-to-equity ratio of 2.77, a quick ratio of 1.02 and a current ratio of 1.37. The firm has a market cap of $23.73 billion, a price-to-earnings ratio of 224.63 and a beta of 1.52. The firm has a 50 day simple moving average of $241.16 and a 200-day simple moving average of $160.63. Lumentum Holdings Inc. has a one year low of $45.65 and a one year high of $376.53. </p><ul><li>Coherent gains from the AI chip boom</li></ul><p>Lumentum (NASDAQ:LITE - Get Free Report) last released its earnings results on Tuesday, November 4th. The technology company reported $1.10 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.03 by $0.07. Lumentum had a net margin of 6.11% and a return on equity of 4.62%. The company had revenue of $533.80 million for the quarter, compared to analyst estimates of $525.10 million. During the same period in the prior year, the business earned $0.18 EPS. The firm's quarterly revenue was up 58.4% on a year-over-year basis. Lumentum has set its Q2 2026 guidance at 1.300-1.500 EPS.  Equities research analysts anticipate that  Lumentum Holdings Inc. will post 0.03 EPS for the current fiscal year. </p><h2>Analyst Ratings Changes</h2><p>A number of equities research analysts recently issued reports on the stock. Citigroup began coverage on shares of Lumentum in a report on Friday, August 29th. They issued a &#34;buy&#34; rating and a $165.00 price objective for the company. Barclays increased their price target on shares of Lumentum from $165.00 to $181.00 and gave the company an &#34;equal weight&#34; rating in a research note on Thursday, November 6th. Zacks Research raised shares of Lumentum from a &#34;hold&#34; rating to a &#34;strong-buy&#34; rating in a research report on Tuesday, December 2nd. Morgan Stanley  reiterated a &#34;cautious&#34; rating and issued a $190.00 price objective on shares of Lumentum in a research report on Wednesday, November 5th. Finally, KGI Securities began coverage on Lumentum in a research note on Monday, August 18th. They set an &#34;outperform&#34; rating for the company. Two investment analysts have rated the stock with a Strong Buy rating, thirteen have issued  a Buy rating, five have issued  a Hold rating and one  has given a Sell rating to the stock. According to data from MarketBeat.com, Lumentum  has an average rating of &#34;Moderate Buy&#34; and an average price target of $215.00.</p><ul><li>Lumentum Lights Up on the AI and ML Surge</li></ul><p><b>Get Our Latest Research Report on LITE</b></p><h2>Insider Buying and Selling</h2><p>In related news, Director Isaac Hosojiro Harris sold 7,200 shares of the firm's stock in a transaction that occurred on Friday, November 7th. The shares were sold at an average price of $243.32, for a total value of $1,751,904.00. Following the sale, the director owned 9,764 shares of the company's stock, valued at $2,375,776.48. This trade represents a 42.44% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities &amp; Exchange Commission, which is available through this hyperlink. Also, insider Yuen Wupen sold 822 shares of the business's stock in a transaction that occurred on Wednesday, November 19th. The stock was sold at an average price of $258.96, for a total transaction of $212,865.12. Following the transaction, the insider owned 95,077 shares of the company's stock, valued at $24,621,139.92. This trade represents a 0.86% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 28,612 shares of company stock worth $7,317,398 over the last ninety days. Company insiders own  0.43% of the company's stock. </p><h2>Lumentum Company Profile</h2> (Free Report)<p>Lumentum Holdings Inc manufactures and sells optical and photonic products in the Americas, the Asia-Pacific, Europe, the Middle East, and Africa. The company operates through two segments: Optical Communications (OpComms) and Commercial Lasers (Lasers). The OpComms segment offers components, modules, and subsystems that enable the transmission and transport of video, audio, and data over high-capacity fiber optic cables.</p><h2>Featured Articles</h2><ul><li>Five stocks we like better than Lumentum</li><li>Top Biotech Stocks: Exploring Innovation Opportunities</li><li>ServiceNow’s $7 Billion Gamble: Panic or Opportunity?</li><li>What is a Secondary Public Offering? What Investors Need to Know</li><li>Dell and HP Are Raising Prices—And Investors Should Take Note</li><li>What is diluted earnings per share (Diluted EPS)?</li><li>Why DLocal Is the Top Emerging Market Fintech Stock to Watch for 2026</li></ul><p><strong>Want to see what other hedge funds are holding LITE?</strong> Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Lumentum Holdings Inc. (NASDAQ:LITE - Free Report).</p><p><img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/SECFilingChart.ashx/query-UHJlZml4PU5BU0RBUSZTeW1ib2w9TElURQ?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="650" height="350" original-src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/SECFilingChart.ashx/query-UHJlZml4PU5BU0RBUSZTeW1ib2w9TElURQ"/></p><p><em>This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.</em></p><h2>Should You Invest $1,000 in Lumentum Right Now?</h2><p>Before you consider Lumentum, you'll want to hear this.</p><p>MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Lumentum wasn't on the list.</p><p>While Lumentum currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.</p><p>View The Five Stocks Here</p>                  </div>

LITE

<p>Marex Group plc acquired 3,022 shares of Lumentum Holdings Inc. in Q2, valued at $287,000. Lumentum's stock is largely held by institutional investors, with recent activity from firms like Nuveen LLC and HighTower Advisors LLC. Lumentum's stock price rose 3.2%, with a market cap of $23.73 billion. Analysts have mixed ratings, with a moderate buy consensus and a price target of $215.00. Recent insider trading includes sales by Director Isaac Hosojiro Harris and insider Yuen Wupen.</p>

Marex Group plc Makes New Investment in Lumentum Holdings Inc. $LITE