Impax Asset Management Group plc Lowers Stock Position in Littelfuse, Inc. $LFUS

Impax Asset Management Group plc trimmed its stake in Littelfuse, Inc. (NASDAQ:LFUS) by 5.7% during the third quarter, according to its most recent 13F filing with the SEC. The firm owned 456,031 shares of the technology company’s stock after selling 27,814 shares during the period. Impax Asset Management Group plc owned about 1.83% of Littelfuse worth $117,148,000 as of its most recent filing with the SEC.

Several other large investors have also recently made changes to their positions in LFUS. Norges Bank acquired a new stake in shares of Littelfuse in the 2nd quarter valued at $114,721,000. AQR Capital Management LLC grew its stake in shares of Littelfuse by 876.1% during the second quarter. AQR Capital Management LLC now owns 195,927 shares of the technology company’s stock worth $44,240,000 after purchasing an additional 175,854 shares in the last quarter. Nordea Investment Management AB increased its holdings in Littelfuse by 39.5% in the second quarter. Nordea Investment Management AB now owns 311,436 shares of the technology company’s stock valued at $70,687,000 after buying an additional 88,151 shares during the last quarter. American Century Companies Inc. raised its stake in Littelfuse by 23.6% in the second quarter. American Century Companies Inc. now owns 346,527 shares of the technology company’s stock valued at $78,569,000 after buying an additional 66,267 shares in the last quarter. Finally, Tributary Capital Management LLC raised its stake in Littelfuse by 1,026.0% in the second quarter. Tributary Capital Management LLC now owns 65,947 shares of the technology company’s stock valued at $14,952,000 after buying an additional 60,090 shares in the last quarter. 96.14% of the stock is currently owned by institutional investors and hedge funds.

Littelfuse Price Performance

Shares of NASDAQ:LFUS opened at $349.05 on Wednesday. Littelfuse, Inc. has a one year low of $142.10 and a one year high of $352.66. The stock has a market capitalization of $8.69 billion, a price-to-earnings ratio of -120.36, a PEG ratio of 2.24 and a beta of 1.43. The company has a 50-day simple moving average of $282.84 and a 200-day simple moving average of $264.91. The company has a debt-to-equity ratio of 0.29, a quick ratio of 1.91 and a current ratio of 2.69.

Littelfuse (NASDAQ:LFUS) last issued its quarterly earnings results on Wednesday, January 28th. The technology company reported $2.69 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.51 by $0.18. Littelfuse had a positive return on equity of 10.53% and a negative net margin of 3.00%.The firm had revenue of $593.93 million for the quarter, compared to analysts’ expectations of $583.53 million. During the same quarter in the previous year, the firm posted $2.04 EPS. The firm’s revenue for the quarter was up 12.2% on a year-over-year basis. Littelfuse has set its Q1 2026 guidance at 2.700-2.900 EPS. On average, analysts predict that Littelfuse, Inc. will post 9.49 EPS for the current year.

Littelfuse Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, March 5th. Investors of record on Thursday, February 19th will be issued a dividend of $0.75 per share. The ex-dividend date of this dividend is Thursday, February 19th. This represents a $3.00 annualized dividend and a dividend yield of 0.9%. Littelfuse’s dividend payout ratio (DPR) is currently -103.45%.

Insider Transactions at Littelfuse

In other news, VP Ryan K. Stafford sold 16,839 shares of Littelfuse stock in a transaction dated Monday, February 2nd. The shares were sold at an average price of $325.25, for a total value of $5,476,884.75. Following the sale, the vice president owned 28,591 shares of the company’s stock, valued at $9,299,222.75. The trade was a 37.07% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, SVP Peter Sung-Jip Kim sold 5,488 shares of the business’s stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $326.35, for a total transaction of $1,791,008.80. Following the transaction, the senior vice president owned 10,175 shares in the company, valued at approximately $3,320,611.25. This trade represents a 35.04% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 54,792 shares of company stock worth $16,968,518 over the last quarter. 2.50% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

Several research analysts have recently issued reports on LFUS shares. Wall Street Zen raised Littelfuse from a “buy” rating to a “strong-buy” rating in a research report on Monday, January 26th. Williams Trading set a $360.00 price target on Littelfuse in a report on Thursday, January 29th. Weiss Ratings reiterated a “hold (c)” rating on shares of Littelfuse in a research note on Thursday, January 22nd. Benchmark upgraded shares of Littelfuse from a “hold” rating to a “buy” rating and set a $360.00 price objective for the company in a research report on Thursday, January 29th. Finally, Oppenheimer set a $380.00 target price on shares of Littelfuse in a report on Thursday, January 29th. Two analysts have rated the stock with a Strong Buy rating, two have assigned a Buy rating and one has issued a Hold rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Buy” and an average price target of $364.00.

Littelfuse Profile

Littelfuse, Inc is a global manufacturer of circuit protection, power control, and sensing technologies. Founded in 1927 and headquartered in Chicago, Illinois, the company develops and produces a broad range of products designed to safeguard electrical and electronic systems across a variety of end markets. Littelfuse’s offerings include fuses, semiconductors, relays, and sensors, all engineered to protect against overcurrent, overvoltage, and thermal events in demanding applications.

The company’s product portfolio is organized into key segments such as Automotive, Industrial & Electronics, and Power & Sensor.