Copeland Capital Management LLC Cuts Stock Holdings in Littelfuse, Inc. $LFUS

Key Points

• Copeland Capital Management LLC trimmed its Littelfuse stake by 5.4%, selling 17,058 shares and now holding 300,113 shares (~$75.9M), equal to 1.21% of the company and 1.7% of Copeland’s portfolio (its 9th largest holding).
• Littelfuse beat quarterly estimates with $2.69 EPS vs. $2.51 expected and $593.9M revenue, set Q1 2026 guidance of $2.70–$2.90 EPS, and the stock trades near its 52‑week high (~$401.68) with an average analyst rating of "Moderate Buy" and a $374 price target.
• Insider and institutional activity: insiders sold 49,012 shares (~$16.2M) over the last quarter, while institutional ownership stands at about 96.14%.

Copeland Capital Management LLC reduced its holdings in Littelfuse, Inc. (NASDAQ:LFUS - Free Report) by 5.4% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 300,113 shares of the technology company's stock after selling 17,058 shares during the quarter. Littelfuse comprises 1.7% of Copeland Capital Management LLC's portfolio, making the stock its 9th biggest holding. Copeland Capital Management LLC owned approximately 1.21% of Littelfuse worth $75,905,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Envestnet Asset Management Inc. grew its position in shares of Littelfuse by 1.4% in the third quarter. Envestnet Asset Management Inc. now owns 147,379 shares of the technology company's stock valued at $38,173,000 after purchasing an additional 2,013 shares during the last quarter. Campbell & CO Investment Adviser LLC acquired a new stake in shares of Littelfuse in the third quarter valued at about $1,469,000. Y Intercept Hong Kong Ltd acquired a new stake in shares of Littelfuse in the third quarter valued at about $810,000. Tudor Investment Corp ET AL grew its position in shares of Littelfuse by 98.1% in the third quarter. Tudor Investment Corp ET AL now owns 82,126 shares of the technology company's stock valued at $21,271,000 after purchasing an additional 40,677 shares during the last quarter. Finally, Jain Global LLC acquired a new stake in shares of Littelfuse in the third quarter valued at about $12,485,000. 96.14% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of research firms recently weighed in on LFUS. Robert W. Baird set a $360.00 target price on Littelfuse in a research report on Thursday, January 29th. Oppenheimer lifted their target price on Littelfuse from $380.00 to $430.00 and gave the stock an "outperform" rating in a research report on Friday, April 10th. Williams Trading set a $360.00 target price on Littelfuse in a research report on Thursday, January 29th. Wall Street Zen downgraded Littelfuse from a "strong-buy" rating to a "buy" rating in a research report on Saturday, February 21st. Finally, Weiss Ratings downgraded Littelfuse from a "hold (c-)" rating to a "sell (d+)" rating in a research report on Monday, April 13th. One research analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the company's stock. According to data from MarketBeat.com, the stock has an average rating of "Moderate Buy" and an average price target of $374.00.

Littelfuse Stock Up 1.8%

LFUS stock opened at $401.68 on Friday. Littelfuse, Inc. has a twelve month low of $164.98 and a twelve month high of $404.80. The company has a market cap of $10.11 billion, a PE ratio of -138.51, a price-to-earnings-growth ratio of 2.53 and a beta of 1.40. The business's 50-day simple moving average is $353.09 and its 200 day simple moving average is $299.43. The company has a quick ratio of 1.91, a current ratio of 2.69 and a debt-to-equity ratio of 0.29.

Littelfuse (NASDAQ:LFUS - Get Free Report) last announced its quarterly earnings results on Wednesday, January 28th. The technology company reported $2.69 EPS for the quarter, topping analysts' consensus estimates of $2.51 by $0.18. The firm had revenue of $593.93 million during the quarter, compared to analysts' expectations of $583.53 million. Littelfuse had a negative net margin of 3.00% and a positive return on equity of 10.53%. The company's revenue for the quarter was up 12.2% compared to the same quarter last year. During the same quarter last year, the company earned $2.04 earnings per share. Littelfuse has set its Q1 2026 guidance at 2.700-2.900 EPS. On average, research analysts anticipate that Littelfuse, Inc. will post 12.99 earnings per share for the current year.

Insider Activity

In other Littelfuse news, Director Anthony Grillo sold 5,000 shares of the firm's stock in a transaction dated Tuesday, February 10th. The shares were sold at an average price of $346.24, for a total transaction of $1,731,200.00. Following the completion of the transaction, the director owned 69,423 shares in the company, valued at $24,037,019.52. This trade represents a 6.72% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CAO Jeffrey G. Gorski sold 3,500 shares of the firm's stock in a transaction dated Thursday, February 5th. The stock was sold at an average price of $330.32, for a total transaction of $1,156,120.00. Following the transaction, the chief accounting officer owned 6,433 shares of the company's stock, valued at approximately $2,124,948.56. This represents a 35.24% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 49,012 shares of company stock valued at $16,227,764. 1.00% of the stock is owned by company insiders.

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.

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