Alyeska Investment Group L.P. Makes New $43.57 Million Investment in Littelfuse, Inc. $LFUS

Key Points

• Alyeska Investment Group L.P. has acquired a stake in Littelfuse, Inc., purchasing 221,481 shares valued at approximately $43.57 million, representing 0.90% of the company.
• Littelfuse reported a quarterly EPS of $2.85, exceeding analyst expectations of $2.35, and had a revenue of $613.41 million, up 9.8% year-over-year.
• The company announced an increase in its quarterly dividend to $0.75 from $0.70, reflecting a dividend yield of 1.2%.

Alyeska Investment Group L.P. acquired a new position in shares of Littelfuse, Inc. (NASDAQ:LFUS - Free Report) in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 221,481 shares of the technology company's stock, valued at approximately $43,574,000. Alyeska Investment Group L.P. owned 0.90% of Littelfuse as of its most recent SEC filing.

Several other large investors also recently modified their holdings of LFUS. First Horizon Advisors Inc. boosted its stake in Littelfuse by 228.2% during the first quarter. First Horizon Advisors Inc. now owns 128 shares of the technology company's stock worth $25,000 after acquiring an additional 89 shares in the last quarter. AlphaQuest LLC bought a new position in Littelfuse during the first quarter worth $29,000. Quarry LP bought a new position in Littelfuse during the first quarter worth $63,000. Fifth Third Bancorp boosted its stake in Littelfuse by 30.5% during the first quarter. Fifth Third Bancorp now owns 325 shares of the technology company's stock worth $64,000 after acquiring an additional 76 shares in the last quarter. Finally, Parallel Advisors LLC boosted its stake in Littelfuse by 105.6% during the first quarter. Parallel Advisors LLC now owns 333 shares of the technology company's stock worth $66,000 after acquiring an additional 171 shares in the last quarter. 96.14% of the stock is currently owned by institutional investors and hedge funds.

Littelfuse Stock Down 0.1%

Shares of LFUS traded down $0.14 during trading hours on Monday, reaching $262.49. 109,643 shares of the stock traded hands, compared to its average volume of 209,904. The company has a current ratio of 4.06, a quick ratio of 2.98 and a debt-to-equity ratio of 0.30. The stock has a fifty day simple moving average of $245.81 and a 200 day simple moving average of $217.38. Littelfuse, Inc. has a 52 week low of $142.10 and a 52 week high of $271.72. The company has a market cap of $6.50 billion, a price-to-earnings ratio of 54.69, a PEG ratio of 2.12 and a beta of 1.44.

Littelfuse (NASDAQ:LFUS - Get Free Report) last announced its quarterly earnings data on Wednesday, July 30th. The technology company reported $2.85 EPS for the quarter, topping the consensus estimate of $2.35 by $0.50. The business had revenue of $613.41 million for the quarter, compared to analyst estimates of $571.04 million. Littelfuse had a net margin of 5.30% and a return on equity of 9.74%. The company's revenue for the quarter was up 9.8% on a year-over-year basis. During the same quarter in the previous year, the firm posted $1.97 earnings per share. Littelfuse has set its Q3 2025 guidance at 2.650-2.850 EPS. On average, equities analysts forecast that Littelfuse, Inc. will post 9.49 EPS for the current year.

Littelfuse Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, September 4th. Shareholders of record on Thursday, August 21st were given a $0.75 dividend. This is a positive change from Littelfuse's previous quarterly dividend of $0.70. This represents a $3.00 annualized dividend and a yield of 1.1%. The ex-dividend date of this dividend was Thursday, August 21st. Littelfuse's payout ratio is presently 62.50%.

Insiders Place Their Bets

In other news, SVP Alexander Conrad sold 13,210 shares of the business's stock in a transaction that occurred on Monday, August 25th. The shares were sold at an average price of $261.43, for a total value of $3,453,490.30. Following the sale, the senior vice president owned 3,427 shares of the company's stock, valued at $895,920.61. The trade was a 79.40% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, VP Ryan K. Stafford sold 10,206 shares of the business's stock in a transaction that occurred on Monday, August 25th. The shares were sold at an average price of $261.34, for a total transaction of $2,667,236.04. Following the completion of the sale, the vice president directly owned 30,727 shares in the company, valued at approximately $8,030,194.18. This trade represents a 24.93% decrease in their position. The disclosure for this sale can be found here. Over the last 90 days, insiders have sold 25,759 shares of company stock valued at $6,697,362. Company insiders own 2.50% of the company's stock.

Analyst Upgrades and Downgrades

Several research analysts recently issued reports on LFUS shares. Wall Street Zen raised shares of Littelfuse from a "buy" rating to a "strong-buy" rating in a research note on Friday. Benchmark reaffirmed a "hold" rating on shares of Littelfuse in a research note on Wednesday, May 28th. Finally, Zacks Research raised shares of Littelfuse from a "hold" rating to a "strong-buy" rating in a research note on Wednesday, September 3rd. One research analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat.com, Littelfuse presently has an average rating of "Moderate Buy" and an average price target of $234.50.

Littelfuse Company Profile

Littelfuse, Inc designs, manufactures, and sells electronic components, modules, and subassemblies in the Americas, Asia-Pacific, and Europe. The company operates through Electronic, Transportation, and Industrial segments. The Electronics segment offers fuses and fuse accessories, positive temperature coefficient resettable fuses, electromechanical switches and interconnect solutions, polymer electrostatic discharge suppressors, varistors, reed switch based magnetic sensing products, and gas discharge tubes; and discrete transient voltage suppressor (TVS) diodes, TVS diode arrays, protection and switching thyristors, metal-oxide-semiconductor field-effect transistors and diodes, and insulated gate bipolar transistors.