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

Vulcan Value Partners LLC lowered its position in Littelfuse, Inc. (NASDAQ:LFUS) by 2.4% in the fourth quarter, Holdings Channel reports. The fund owned 192,212 shares of the technology company’s stock after selling 4,691 shares during the period. Littelfuse makes up approximately 0.9% of Vulcan Value Partners LLC’s portfolio, making the stock its 23rd biggest holding. Vulcan Value Partners LLC’s holdings in Littelfuse were worth $48,614,000 at the end of the most recent quarter.

Other institutional investors also recently added to or reduced their stakes in the company. Key Capital Management INC purchased a new position in Littelfuse in the fourth quarter worth approximately $25,000. Cullen Frost Bankers Inc. purchased a new position in Littelfuse in the third quarter worth approximately $31,000. V Square Quantitative Management LLC purchased a new position in Littelfuse in the fourth quarter worth approximately $30,000. Hantz Financial Services Inc. lifted its stake in Littelfuse by 57.6% in the third quarter. Hantz Financial Services Inc. now owns 134 shares of the technology company’s stock worth $35,000 after acquiring an additional 49 shares during the last quarter. Finally, Smartleaf Asset Management LLC lifted its stake in Littelfuse by 1,025.0% in the third quarter. Smartleaf Asset Management LLC now owns 135 shares of the technology company’s stock worth $35,000 after acquiring an additional 123 shares during the last quarter. Hedge funds and other institutional investors own 96.14% of the company’s stock.

Littelfuse Trading Down 0.2%

Shares of Littelfuse stock opened at $475.66 on Thursday. The company has a debt-to-equity ratio of 0.21, a quick ratio of 1.82 and a current ratio of 2.61. The company has a market capitalization of $12.03 billion, a P/E ratio of -281.45, a PEG ratio of 2.67 and a beta of 1.46. Littelfuse, Inc. has a 1 year low of $201.19 and a 1 year high of $483.95. The company’s fifty day moving average is $395.07 and its two-hundred day moving average is $328.36.

Littelfuse (NASDAQ:LFUS) last announced its 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. Littelfuse had a negative net margin of 1.61% and a positive return on equity of 11.62%. The business had revenue of $656.97 million during the quarter, compared to analysts’ expectations of $638.98 million. During the same period in the prior year, the company earned $2.19 earnings per share. The business’s revenue was up 18.5% compared to the same quarter last year. Littelfuse has set its Q2 2026 guidance at 3.650-3.850 EPS. Analysts forecast that Littelfuse, Inc. will post 14.86 earnings per share for the current year.

Littelfuse Announces Dividend

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

Insiders Place Their Bets

In other Littelfuse news, SVP Maggie Chu sold 11,397 shares of the stock in a transaction that occurred on Wednesday, May 20th. The stock was sold at an average price of $435.48, for a total transaction of $4,963,165.56. Following the completion of the sale, the senior vice president directly owned 6,001 shares of the company’s stock, valued at approximately $2,613,315.48. This trade represents a 65.51% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Over the last ninety days, insiders sold 12,494 shares of company stock worth $5,394,954. 1.00% of the stock is currently owned by company insiders.

Analyst Ratings Changes

A number of brokerages recently issued reports on LFUS. Needham & Company LLC reiterated a “buy” rating and issued a $520.00 price target on shares of Littelfuse in a research note on Monday, May 18th. Wall Street Zen raised shares of Littelfuse from a “buy” rating to a “strong-buy” rating in a report on Saturday, May 9th. Benchmark raised shares of Littelfuse from a “hold” rating to a “buy” rating and set a $360.00 price objective on the stock in a report on Thursday, January 29th. Weiss Ratings cut shares of Littelfuse from a “hold (c-)” rating to a “sell (d+)” rating in a report on Monday, April 13th. Finally, UBS Group set a $360.00 price objective on shares of Littelfuse in a report on Thursday, January 29th. Two investment analysts have rated the stock with a Strong Buy rating, three have given a Buy rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, Littelfuse presently has an average rating of “Buy” and a consensus target price of $436.67.

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.