Rathbones Group PLC Reduces Holdings in Littelfuse, Inc. $LFUS

Rathbones Group PLC decreased its stake in shares of Littelfuse, Inc. (NASDAQ:LFUS) by 36.1% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 11,350 shares of the technology company’s stock after selling 6,405 shares during the period. Rathbones Group PLC’s holdings in Littelfuse were worth $3,852,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Parallel Advisors LLC lifted its holdings in Littelfuse by 6.0% in the first quarter. Parallel Advisors LLC now owns 597 shares of the technology company’s stock worth $203,000 after buying an additional 34 shares during the period. Edgestream Partners L.P. purchased a new position in shares of Littelfuse during the 1st quarter worth approximately $2,592,000. Bull Harbor Capital LLC purchased a new position in shares of Littelfuse during the 1st quarter worth approximately $338,000. EverSource Wealth Advisors LLC raised its position in shares of Littelfuse by 34.1% in the 1st quarter. EverSource Wealth Advisors LLC now owns 889 shares of the technology company’s stock worth $302,000 after acquiring an additional 226 shares in the last quarter. Finally, California State Teachers Retirement System raised its position in shares of Littelfuse by 24.3% in the 1st quarter. California State Teachers Retirement System now owns 29,300 shares of the technology company’s stock worth $9,943,000 after acquiring an additional 5,721 shares in the last quarter. Hedge funds and other institutional investors own 96.14% of the company’s stock.

Insider Buying and Selling at Littelfuse

In other news, SVP Maggie Chu sold 11,397 shares of Littelfuse stock in a transaction dated Wednesday, May 20th. The stock was sold at an average price of $435.48, for a total value of $4,963,165.56. Following the completion of the transaction, the senior vice president owned 6,001 shares of the company’s stock, valued at $2,613,315.48. The trade was a 65.51% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Anthony Grillo sold 3,000 shares of Littelfuse stock in a transaction dated Thursday, June 11th. The stock was sold at an average price of $451.96, for a total value of $1,355,880.00. Following the completion of the transaction, the director directly owned 64,928 shares of the company’s stock, valued at approximately $29,344,858.88. This represents a 4.42% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 1.00% of the stock is owned by company insiders.

Littelfuse Price Performance

LFUS stock opened at $466.46 on Wednesday. The company has a debt-to-equity ratio of 0.20, a quick ratio of 2.00 and a current ratio of 2.76. The firm has a 50 day moving average price of $442.68 and a 200-day moving average price of $392.30. Littelfuse, Inc. has a 52-week low of $233.36 and a 52-week high of $500.57. The firm has a market capitalization of $11.85 billion, a price-to-earnings ratio of -932.90, a PEG ratio of 2.35 and a beta of 1.49.

Littelfuse (NASDAQ:LFUS) last posted its quarterly earnings results on Wednesday, July 29th. The technology company reported $4.19 earnings per share for the quarter, topping the consensus estimate of $3.78 by $0.41. Littelfuse had a positive return on equity of 13.02% and a negative net margin of 0.31%.The company had revenue of $738.78 million for the quarter, compared to the consensus estimate of $703.38 million. During the same quarter in the prior year, the business posted $2.30 EPS. The firm’s quarterly revenue was up 20.4% compared to the same quarter last year. Littelfuse has set its Q3 2026 guidance at 4.850-5.050 EPS. Equities research analysts forecast that Littelfuse, Inc. will post 15.78 EPS for the current fiscal year.

Littelfuse Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, September 3rd. Stockholders of record on Thursday, August 20th will be paid a $0.80 dividend. This is an increase from Littelfuse’s previous quarterly dividend of $0.75. This represents a $3.20 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date of this dividend is Thursday, August 20th. Littelfuse’s payout ratio is currently -600.00%.

Analysts Set New Price Targets

Several equities research analysts recently weighed in on LFUS shares. Needham & Company LLC restated a “buy” rating and set a $520.00 price target on shares of Littelfuse in a research report on Monday, May 18th. Weiss Ratings upgraded Littelfuse from a “sell (d+)” rating to a “hold (c-)” rating in a report on Thursday, July 30th. Zacks Research lowered Littelfuse from a “strong-buy” rating to a “hold” rating in a research report on Monday, July 13th. Williams Trading set a $520.00 target price on shares of Littelfuse in a report on Thursday, May 7th. Finally, Robert W. Baird upped their target price on shares of Littelfuse from $500.00 to $535.00 and gave the stock an “outperform” rating in a research report on Friday, June 5th. Four analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat, Littelfuse currently has an average rating of “Moderate Buy” and an average target price of $465.83.

Littelfuse Company 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.