Vulcan Value Partners LLC Trims Stock Holdings in Littelfuse, Inc. $LFUS

Vulcan Value Partners LLC lessened its stake in shares of Littelfuse, Inc. (NASDAQ:LFUS) by 23.3% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 196,903 shares of the technology company’s stock after selling 59,857 shares during the quarter. Littelfuse makes up approximately 0.9% of Vulcan Value Partners LLC’s holdings, making the stock its 23rd largest holding. Vulcan Value Partners LLC owned 0.79% of Littelfuse worth $51,000,000 at the end of the most recent reporting period.

Other hedge funds also recently modified their holdings of the company. Stonegate Investment Group LLC lifted its stake in shares of Littelfuse by 5.0% during the third quarter. Stonegate Investment Group LLC now owns 972 shares of the technology company’s stock valued at $252,000 after buying an additional 46 shares during the period. Embree Financial Group raised its holdings in Littelfuse by 5.0% in the 3rd quarter. Embree Financial Group now owns 1,017 shares of the technology company’s stock valued at $263,000 after acquiring an additional 48 shares during the last quarter. Hantz Financial Services Inc. lifted its stake in shares of Littelfuse by 57.6% during the 3rd quarter. Hantz Financial Services Inc. now owns 134 shares of the technology company’s stock worth $35,000 after purchasing an additional 49 shares during the period. Assetmark Inc. lifted its stake in shares of Littelfuse by 5.3% during the 3rd quarter. Assetmark Inc. now owns 1,176 shares of the technology company’s stock worth $305,000 after purchasing an additional 59 shares during the period. Finally, Advisors Asset Management Inc. grew its position in shares of Littelfuse by 19.3% in the second quarter. Advisors Asset Management Inc. now owns 371 shares of the technology company’s stock valued at $84,000 after purchasing an additional 60 shares during the period. 96.14% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In other news, VP Ryan K. Stafford sold 16,839 shares of the company’s 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 in the company, valued at approximately $9,299,222.75. This represents a 37.07% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director Anthony Grillo sold 5,000 shares of the stock in a transaction dated Tuesday, February 10th. The stock was sold at an average price of $346.24, for a total transaction of $1,731,200.00. Following the transaction, the director directly owned 69,423 shares in the company, valued at $24,037,019.52. The trade was a 6.72% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 60,703 shares of company stock worth $19,034,675 over the last ninety days. Insiders own 2.50% of the company’s stock.

Analyst Ratings Changes

Several research firms recently weighed in on LFUS. Benchmark upgraded Littelfuse from a “hold” rating to a “buy” rating and set a $360.00 target price on the stock in a research report on Thursday, January 29th. UBS Group set a $360.00 price objective on shares of Littelfuse in a report on Thursday, January 29th. Weiss Ratings downgraded shares of Littelfuse from a “hold (c)” rating to a “sell (d+)” rating in a report on Friday. Robert W. Baird set a $360.00 price target on shares of Littelfuse in a research note on Thursday, January 29th. Finally, Wall Street Zen lowered shares of Littelfuse from a “strong-buy” rating to a “buy” rating in a report on Saturday. Two investment analysts have rated the stock with a Strong Buy rating, two have issued a Buy rating and one has issued a Sell rating to the stock. According to data from MarketBeat, Littelfuse has a consensus rating of “Buy” and a consensus price target of $364.00.

Littelfuse Trading Up 1.9%

NASDAQ LFUS opened at $370.33 on Monday. The company’s fifty day simple moving average is $298.30 and its 200-day simple moving average is $271.04. The company has a current ratio of 2.69, a quick ratio of 1.91 and a debt-to-equity ratio of 0.29. The stock has a market cap of $9.30 billion, a P/E ratio of -127.70, a PEG ratio of 2.38 and a beta of 1.43. Littelfuse, Inc. has a 52 week low of $142.10 and a 52 week high of $372.00.

Littelfuse (NASDAQ:LFUS) last released its quarterly earnings results on Wednesday, January 28th. The technology company reported $2.69 EPS for the quarter, topping 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 business 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 earnings per share. The company’s revenue was up 12.2% compared to the same quarter last year. Littelfuse has set its Q1 2026 guidance at 2.700-2.900 EPS. Equities research analysts predict that Littelfuse, Inc. will post 9.49 EPS for the current fiscal 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 $0.75 dividend. The ex-dividend date of this dividend is Thursday, February 19th. This represents a $3.00 annualized dividend and a yield of 0.8%. Littelfuse’s dividend payout ratio is currently -103.45%.

About Littelfuse

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.