Cambiar Investors LLC Sells 4,141 Shares of Littelfuse, Inc. $LFUS

Key Points

• Cambiar Investors LLC cut its stake in Littelfuse by 18.6% in Q4, selling 4,141 shares and leaving it with 18,173 shares valued at about $4.60 million (≈0.07% of the company).
• Littelfuse beat Q4 estimates with $2.69 EPS versus $2.51 and $593.9M revenue (up 12.2% YoY) and set Q1 2026 EPS guidance of $2.70–$2.90; the stock trades near its one‑year high and carries a MarketBeat consensus Moderate Buy rating with a $374 price target.

Cambiar Investors LLC cut its position in Littelfuse, Inc. (NASDAQ:LFUS - Free Report) by 18.6% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 18,173 shares of the technology company's stock after selling 4,141 shares during the quarter. Cambiar Investors LLC owned 0.07% of Littelfuse worth $4,596,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Blue Trust Inc. increased its stake in shares of Littelfuse by 1,666.7% in the third quarter. Blue Trust Inc. now owns 106 shares of the technology company's stock valued at $27,000 after buying an additional 100 shares during the period. V Square Quantitative Management LLC acquired a new stake in shares of Littelfuse in the fourth quarter valued at about $30,000. Cullen Frost Bankers Inc. acquired a new stake in shares of Littelfuse in the third quarter valued at about $31,000. Steph & Co. acquired a new stake in shares of Littelfuse in the third quarter valued at about $32,000. Finally, Hantz Financial Services Inc. increased its stake in shares of Littelfuse by 57.6% in the third quarter. Hantz Financial Services Inc. now owns 134 shares of the technology company's stock valued at $35,000 after buying an additional 49 shares during the period. Institutional investors and hedge funds own 96.14% of the company's stock.

Littelfuse Trading Up 1.7%

NASDAQ LFUS opened at $382.87 on Friday. The business has a 50 day simple moving average of $344.26 and a 200 day simple moving average of $291.35. Littelfuse, Inc. has a one year low of $148.50 and a one year high of $386.23. The stock has a market capitalization of $9.63 billion, a P/E ratio of -132.02, a P/E/G ratio of 2.46 and a beta of 1.40. The company has a debt-to-equity ratio of 0.29, a current ratio of 2.69 and a quick ratio of 1.91.

Littelfuse (NASDAQ:LFUS - Get Free Report) last released its 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 during the quarter, compared to analysts' expectations of $583.53 million. During the same quarter last year, the firm posted $2.04 earnings per share. The firm's revenue was up 12.2% on a year-over-year basis. Littelfuse has set its Q1 2026 guidance at 2.700-2.900 EPS. Research analysts expect that Littelfuse, Inc. will post 9.49 earnings per share for the current year.

Littelfuse Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Thursday, March 5th. Investors of record on Thursday, February 19th were paid a dividend of $0.75 per share. The ex-dividend date of this dividend was Thursday, February 19th. This represents a $3.00 annualized dividend and a yield of 0.8%. Littelfuse's dividend payout ratio (DPR) is currently -103.45%.

Insider Buying and Selling at Littelfuse

In other Littelfuse news, Director Kristina A. Cerniglia sold 2,343 shares of the firm's stock in a transaction that occurred on Tuesday, February 24th. The stock was sold at an average price of $368.38, for a total value of $863,114.34. Following the completion of the sale, the director owned 4,255 shares of the company's stock, valued at approximately $1,567,456.90. This trade represents a 35.51% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, Director Anthony Grillo sold 5,000 shares of the firm's stock in a transaction that occurred on Tuesday, February 10th. The shares were sold at an average price of $346.24, for a total value of $1,731,200.00. Following the completion of the sale, the director directly owned 69,423 shares of the company's stock, valued at $24,037,019.52. This trade represents a 6.72% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 49,012 shares of company stock valued at $16,227,764 over the last ninety days. Insiders own 1.00% of the company's stock.

Analyst Ratings Changes

Several equities research analysts have recently weighed in on the company. Weiss Ratings raised Littelfuse from a "sell (d+)" rating to a "hold (c-)" rating in a research note on Friday, March 27th. Williams Trading set a $360.00 price target on Littelfuse in a research note on Thursday, January 29th. Oppenheimer increased their price target on Littelfuse from $380.00 to $430.00 and gave the company an "outperform" rating in a research note on Friday. Wall Street Zen cut Littelfuse from a "strong-buy" rating to a "buy" rating in a research note on Saturday, February 21st. Finally, Robert W. Baird set a $360.00 price target on Littelfuse in a research note on Thursday, January 29th. One analyst has rated the stock with a Strong Buy rating, two have given a Buy rating and two have issued a Hold rating to the company's stock. According to MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and a consensus price target of $374.00.

Littelfuse 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.

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