Crawford Investment Counsel Inc. Grows Stock Holdings in Littelfuse, Inc. $LFUS

Key Points

• Crawford Investment Counsel increased its stake in Littelfuse by 114.9% in Q3, buying 45,802 shares to hold 85,656 shares (about $22.19M or 0.34% of the company).
• Littelfuse beat quarterly expectations with EPS of $2.69 vs. $2.51 estimate and revenue of $593.93M (up 12.2% YoY), and set Q1 2026 guidance of $2.70–$2.90 EPS.
• Company insiders sold 49,012 shares (~$16.23M) in the last three months even as institutional ownership remains high at about 96.14%.

Crawford Investment Counsel Inc. boosted its holdings in Littelfuse, Inc. (NASDAQ:LFUS - Free Report) by 114.9% in the third quarter, according to its most recent filing with the SEC. The institutional investor owned 85,656 shares of the technology company's stock after buying an additional 45,802 shares during the period. Crawford Investment Counsel Inc. owned 0.34% of Littelfuse worth $22,186,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also bought and sold shares of the business. JPMorgan Chase & Co. boosted its stake in shares of Littelfuse by 18.0% in the second quarter. JPMorgan Chase & Co. now owns 267,796 shares of the technology company's stock worth $60,717,000 after acquiring an additional 40,786 shares during the period. Envestnet Asset Management Inc. raised its stake in Littelfuse by 1.4% during the 3rd 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 period. Sanders Morris Harris LLC bought a new stake in Littelfuse during the 3rd quarter valued at approximately $518,000. Quadrant Capital Group LLC lifted its holdings in Littelfuse by 194.8% in the 2nd quarter. Quadrant Capital Group LLC now owns 4,938 shares of the technology company's stock worth $1,120,000 after purchasing an additional 3,263 shares in the last quarter. Finally, Personal CFO Solutions LLC bought a new position in Littelfuse in the 2nd quarter worth approximately $302,000. 96.14% of the stock is owned by institutional investors.

Littelfuse Trading Up 0.1%

LFUS opened at $326.18 on Friday. The stock has a 50-day moving average of $323.49 and a 200 day moving average of $280.00. The company has a current ratio of 2.69, a quick ratio of 1.91 and a debt-to-equity ratio of 0.29. Littelfuse, Inc. has a 12 month low of $142.10 and a 12 month high of $380.00. The firm has a market cap of $8.19 billion, a P/E ratio of -112.48, a P/E/G ratio of 2.09 and a beta of 1.41.

Littelfuse (NASDAQ:LFUS - Get Free Report) last posted its quarterly earnings data on Wednesday, January 28th. The technology company reported $2.69 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.51 by $0.18. The business had revenue of $593.93 million during the quarter, compared to analyst estimates of $583.53 million. Littelfuse had a positive return on equity of 10.53% and a negative net margin of 3.00%.The company's revenue for the quarter was up 12.2% on a year-over-year basis. During the same period last year, the company earned $2.04 EPS. Littelfuse has set its Q1 2026 guidance at 2.700-2.900 EPS. As a group, research analysts forecast that Littelfuse, Inc. will post 9.49 EPS for the current year.

Littelfuse Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, March 5th. Shareholders of record on Thursday, February 19th were paid a dividend of $0.75 per share. This represents a $3.00 annualized dividend and a yield of 0.9%. The ex-dividend date of this dividend was Thursday, February 19th. Littelfuse's payout ratio is presently -103.45%.

Analyst Upgrades and Downgrades

A number of equities research analysts have issued reports on LFUS shares. Oppenheimer set a $380.00 price objective on shares of Littelfuse in a report on Thursday, January 29th. Zacks Research lowered shares of Littelfuse from a "strong-buy" rating to a "hold" rating in a research report on Friday, March 6th. Benchmark raised shares of Littelfuse from a "hold" rating to a "buy" rating and set a $360.00 target price for the company in a research note on Thursday, January 29th. Williams Trading set a $360.00 price target on shares of Littelfuse in a report on Thursday, January 29th. Finally, Robert W. Baird set a $360.00 price objective on shares of Littelfuse in a report on Thursday, January 29th. One equities research analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating, one has given a Hold rating and one has issued a Sell rating to the company's stock. According to data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and an average target price of $364.00.

Insider Activity at Littelfuse

In other news, SVP Deepak Nayar sold 8,875 shares of the firm's stock in a transaction dated Monday, February 2nd. The shares were sold at an average price of $321.55, for a total value of $2,853,756.25. Following the completion of the sale, the senior vice president owned 6,009 shares in the company, valued at approximately $1,932,193.95. This trade represents a 59.63% 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. Also, Director Anthony Grillo sold 5,000 shares of Littelfuse stock in a transaction dated Tuesday, February 10th. The stock was sold at an average price of $346.24, for a total transaction of $1,731,200.00. Following the transaction, the director directly owned 69,423 shares of the company's stock, valued at approximately $24,037,019.52. This represents a 6.72% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 49,012 shares of company stock valued at $16,227,764 over the last three months. Corporate insiders own 2.50% of the company's stock.

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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