Vulcan Value Partners LLC Decreases Stake in Littelfuse, Inc. $LFUS

Vulcan Value Partners LLC lowered its position in shares of Littelfuse, Inc. (NASDAQ:LFUS) by 2.4% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 192,212 shares of the technology company’s stock after selling 4,691 shares during the quarter. Littelfuse accounts for 0.9% of Vulcan Value Partners LLC’s holdings, making the stock its 24th biggest position. Vulcan Value Partners LLC’s holdings in Littelfuse were worth $48,614,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the business. Wellington Management Group LLP bought a new position in Littelfuse in the 4th quarter valued at $114,166,000. Barrow Hanley Mewhinney & Strauss LLC raised its stake in shares of Littelfuse by 67.3% during the 4th quarter. Barrow Hanley Mewhinney & Strauss LLC now owns 1,024,176 shares of the technology company’s stock worth $259,035,000 after purchasing an additional 412,160 shares during the period. Norges Bank bought a new stake in shares of Littelfuse during the 4th quarter worth $73,575,000. T. Rowe Price Investment Management Inc. boosted its holdings in shares of Littelfuse by 58.6% in the 4th quarter. T. Rowe Price Investment Management Inc. now owns 609,966 shares of the technology company’s stock worth $154,273,000 after buying an additional 225,445 shares during the last quarter. Finally, Corient Private Wealth LLC boosted its holdings in shares of Littelfuse by 1,842.8% in the 4th quarter. Corient Private Wealth LLC now owns 193,583 shares of the technology company’s stock worth $48,961,000 after buying an additional 183,619 shares during the last quarter. Hedge funds and other institutional investors own 96.14% of the company’s stock.

Insiders Place Their Bets

In related news, Director Anthony Grillo sold 3,000 shares of the business’s stock in a transaction on Thursday, June 11th. The stock was sold at an average price of $451.96, for a total transaction of $1,355,880.00. Following the sale, the director directly owned 64,928 shares in the company, valued at approximately $29,344,858.88. The trade was a 4.42% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, SVP Maggie Chu sold 11,397 shares of the 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 sale, the senior vice president directly owned 6,001 shares in the company, valued at $2,613,315.48. This trade represents a 65.51% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 15,494 shares of company stock valued at $6,750,834 over the last ninety days. Corporate insiders own 1.00% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts have weighed in on LFUS shares. Zacks Research upgraded shares of Littelfuse from a “hold” rating to a “strong-buy” rating in a research note on Friday, May 8th. Oppenheimer raised their price target on shares of Littelfuse from $430.00 to $500.00 and gave the stock an “outperform” rating in a research note on Thursday, May 7th. Robert W. Baird lifted their price target on shares of Littelfuse from $500.00 to $535.00 and gave the stock an “outperform” rating in a report on Friday, June 5th. Needham & Company LLC reiterated a “buy” rating and issued a $520.00 price objective on shares of Littelfuse in a research note on Monday, May 18th. Finally, Weiss Ratings lowered Littelfuse from a “hold (c-)” rating to a “sell (d+)” rating in a report on Monday, April 13th. One research analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $465.83.

Littelfuse Stock Performance

NASDAQ LFUS opened at $479.82 on Friday. The company’s 50 day moving average is $439.14 and its 200-day moving average is $354.49. Littelfuse, Inc. has a 12-month low of $215.99 and a 12-month high of $500.57. The company has a quick ratio of 1.82, a current ratio of 2.61 and a debt-to-equity ratio of 0.21. The firm has a market cap of $12.13 billion, a P/E ratio of -283.92, a price-to-earnings-growth ratio of 2.69 and a beta of 1.48.

Littelfuse (NASDAQ:LFUS) last announced its quarterly earnings results on Wednesday, May 6th. The technology company reported $3.31 EPS for the quarter, beating analysts’ consensus estimates of $2.83 by $0.48. The company had revenue of $656.97 million for the quarter, compared to analysts’ expectations of $638.98 million. Littelfuse had a negative net margin of 1.61% and a positive return on equity of 11.62%. Littelfuse’s revenue was up 18.5% compared to the same quarter last year. During the same period in the prior year, the company posted $2.19 EPS. Littelfuse has set its Q2 2026 guidance at 3.650-3.850 EPS. Sell-side analysts predict that Littelfuse, Inc. will post 14.86 earnings per share for the current year.

Littelfuse Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Thursday, June 4th. Shareholders of record on Thursday, May 21st were given a dividend of $0.75 per share. The ex-dividend date was Thursday, May 21st. This represents a $3.00 annualized dividend and a dividend yield of 0.6%. Littelfuse’s dividend payout ratio is currently -177.51%.

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.