Cambiar Investors LLC Sells 6,154 Shares of Littelfuse, Inc. $LFUS

Key Points

• Cambiar Investors LLC sold 6,154 shares of Littelfuse, Inc., reducing its position by 14.4% in the first quarter and currently owns about 0.15% of the company, valued at $7.17 million.
• Littelfuse recently announced a quarterly dividend increase from $0.70 to $0.75 per share, representing an annualized yield of 1.2%.
• After earnings results exceeded expectations, analysts have issued varying ratings on Littelfuse, with the current consensus rating being "Moderate Buy" and a price target of $234.50.

Cambiar Investors LLC lessened its position in Littelfuse, Inc. (NASDAQ:LFUS - Free Report) by 14.4% during the 1st quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 36,440 shares of the technology company's stock after selling 6,154 shares during the period. Cambiar Investors LLC owned about 0.15% of Littelfuse worth $7,169,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds also recently made changes to their positions in LFUS. Bank of Montreal Can boosted its stake in shares of Littelfuse by 10.1% in the 4th quarter. Bank of Montreal Can now owns 3,426 shares of the technology company's stock valued at $807,000 after purchasing an additional 314 shares in the last quarter. Sterling Capital Management LLC boosted its stake in shares of Littelfuse by 56.8% in the 4th quarter. Sterling Capital Management LLC now owns 1,458 shares of the technology company's stock valued at $344,000 after purchasing an additional 528 shares in the last quarter. Barclays PLC boosted its stake in shares of Littelfuse by 68.4% in the 4th quarter. Barclays PLC now owns 19,273 shares of the technology company's stock valued at $4,542,000 after purchasing an additional 7,825 shares in the last quarter. Jump Financial LLC boosted its stake in shares of Littelfuse by 36.6% in the 4th quarter. Jump Financial LLC now owns 2,875 shares of the technology company's stock valued at $677,000 after purchasing an additional 771 shares in the last quarter. Finally, Forum Financial Management LP acquired a new stake in shares of Littelfuse in the 4th quarter valued at $222,000. Institutional investors and hedge funds own 96.14% of the company's stock.

Analysts Set New Price Targets

LFUS has been the topic of several recent analyst reports. Benchmark restated a "hold" rating on shares of Littelfuse in a research note on Wednesday, May 28th. Wall Street Zen upgraded shares of Littelfuse from a "buy" rating to a "strong-buy" rating in a research report on Saturday, August 2nd. Oppenheimer reduced their price target on shares of Littelfuse from $310.00 to $275.00 and set an "outperform" rating on the stock in a research report on Thursday, May 1st. Finally, Robert W. Baird upped their price target on shares of Littelfuse from $182.00 to $194.00 and gave the stock a "neutral" rating in a research report on Thursday, May 1st. One research analyst has rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat, Littelfuse currently has a consensus rating of "Hold" and a consensus price target of $234.50.

Insiders Place Their Bets

In other Littelfuse news, Director T J. Chung sold 2,343 shares of the business's stock in a transaction dated Monday, August 11th. The stock was sold at an average price of $246.11, for a total transaction of $576,635.73. Following the completion of the sale, the director directly owned 18,730 shares of the company's stock, valued at approximately $4,609,640.30. The trade was a 11.12% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Corporate insiders own 2.50% of the company's stock.

Littelfuse Price Performance

NASDAQ LFUS traded up $11.9950 on Friday, hitting $262.1050. 59,107 shares of the company were exchanged, compared to its average volume of 211,268. The firm has a 50 day moving average of $237.22 and a two-hundred day moving average of $216.35. The company has a market cap of $6.49 billion, a P/E ratio of 54.61, a P/E/G ratio of 2.14 and a beta of 1.41. The company has a current ratio of 4.06, a quick ratio of 2.98 and a debt-to-equity ratio of 0.30. Littelfuse, Inc. has a 1-year low of $142.10 and a 1-year high of $275.56.

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

Littelfuse Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, September 4th. Shareholders of record on Thursday, August 21st will be issued a dividend of $0.75 per share. The ex-dividend date of this dividend is Thursday, August 21st. This represents a $3.00 annualized dividend and a yield of 1.1%. This is an increase from Littelfuse's previous quarterly dividend of $0.70. Littelfuse's dividend payout ratio (DPR) is presently 58.33%.

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.