Giverny Capital Inc. Sells 6,594 Shares of Littelfuse, Inc. $LFUS

Key Points

• Giverny Capital reduced its Littelfuse position by 8.2%, selling 6,594 shares and retaining 74,125 shares worth approximately $33.8 million. Institutional investors collectively own 96.14% of LFUS.
• Littelfuse reported quarterly EPS of $4.19, beating estimates of $3.78, while revenue rose 20.4% year over year to $738.78 million. The company provided third-quarter 2026 EPS guidance of $4.85 to $5.05.
• The company increased its quarterly dividend to $0.80 per share, or $3.20 annually, representing a 0.8% yield. Analysts maintain a “Moderate Buy” consensus with an average price target of $465.83.

Giverny Capital Inc. reduced its position in Littelfuse, Inc. (NASDAQ:LFUS - Free Report) by 8.2% during the second quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 74,125 shares of the technology company's stock after selling 6,594 shares during the period. Littelfuse accounts for about 1.1% of Giverny Capital Inc.'s portfolio, making the stock its 27th largest position. Giverny Capital Inc. owned approximately 0.29% of Littelfuse worth $33,751,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Royal Bank of Canada boosted its stake in Littelfuse by 3.6% in the first quarter. Royal Bank of Canada now owns 32,206 shares of the technology company's stock valued at $6,337,000 after acquiring an additional 1,107 shares in the last quarter. Advisors Asset Management Inc. lifted its holdings in shares of Littelfuse by 42.0% during the 1st quarter. Advisors Asset Management Inc. now owns 311 shares of the technology company's stock valued at $61,000 after purchasing an additional 92 shares during the last quarter. AQR Capital Management LLC lifted its holdings in shares of Littelfuse by 93.6% during the 1st quarter. AQR Capital Management LLC now owns 20,073 shares of the technology company's stock valued at $3,892,000 after purchasing an additional 9,706 shares during the last quarter. Geneos Wealth Management Inc. boosted its position in shares of Littelfuse by 104.3% in the 1st quarter. Geneos Wealth Management Inc. now owns 333 shares of the technology company's stock worth $66,000 after purchasing an additional 170 shares in the last quarter. Finally, EverSource Wealth Advisors LLC grew its stake in Littelfuse by 652.9% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 527 shares of the technology company's stock worth $119,000 after buying an additional 457 shares during the last quarter. Hedge funds and other institutional investors own 96.14% of the company's stock.

Insider Buying and Selling

In other news, Director Anthony Grillo sold 3,000 shares of Littelfuse stock in a transaction that occurred on Thursday, June 11th. The shares were sold at an average price of $451.96, for a total transaction of $1,355,880.00. Following the completion of the transaction, the director directly owned 64,928 shares of the company's stock, valued at $29,344,858.88. The trade was a 4.42% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Corporate insiders own 1.00% of the company's stock.

Littelfuse Stock Performance

Shares of LFUS opened at $419.07 on Monday. The company has a debt-to-equity ratio of 0.20, a quick ratio of 2.00 and a current ratio of 2.76. The stock has a 50-day moving average of $424.96 and a two-hundred day moving average of $409.90. The stock has a market cap of $10.64 billion, a P/E ratio of -838.12, a P/E/G ratio of 2.21 and a beta of 1.47. Littelfuse, Inc. has a one year low of $233.36 and a one year high of $500.57.

Littelfuse (NASDAQ:LFUS - Get Free Report) last released its quarterly earnings data on Wednesday, July 29th. The technology company reported $4.19 EPS for the quarter, beating the consensus estimate of $3.78 by $0.41. Littelfuse had a negative net margin of 0.31% and a positive return on equity of 13.02%. The business had revenue of $738.78 million for the quarter, compared to the consensus estimate of $703.38 million. During the same period in the prior year, the firm earned $2.30 EPS. The business's revenue for the quarter was up 20.4% on a year-over-year basis. Littelfuse has set its Q3 2026 guidance at 4.850-5.050 EPS. As a group, research analysts predict that Littelfuse, Inc. will post 15.78 EPS for the current year.

Littelfuse Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, September 3rd. Shareholders of record on Thursday, August 20th were issued a $0.80 dividend. The ex-dividend date of this dividend was Thursday, August 20th. This is a boost from Littelfuse's previous quarterly dividend of $0.75. This represents a $3.20 dividend on an annualized basis and a yield of 0.8%. Littelfuse's dividend payout ratio is presently -640.00%.

Analyst Ratings Changes

Several research analysts recently issued reports on LFUS shares. Zacks Research lowered Littelfuse from a "strong-buy" rating to a "hold" rating in a research report on Monday, July 13th. Weiss Ratings upgraded shares of Littelfuse from a "sell (d+)" rating to a "hold (c-)" rating in a report on Thursday, July 30th. Robert W. Baird increased their price objective on shares of Littelfuse from $500.00 to $535.00 and gave the company an "outperform" rating in a research report on Friday, June 5th. Finally, Needham & Company LLC reissued a "buy" rating and set a $520.00 target price on shares of Littelfuse in a research report on Monday, May 18th. Four analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. According to MarketBeat.com, Littelfuse presently has an average rating of "Moderate Buy" and a consensus target price of $465.83.

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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