Littelfuse, Inc. $LFUS Shares Acquired by Moody National Bank Trust Division

Key Points

• Q4 results beat estimates: Littelfuse reported EPS of $2.69 (vs. $2.51 expected) and revenue of $593.9M, up 12.2% year-over-year, and set Q1 2026 guidance of $2.70–$2.90 per share.
• Significant insider selling: Insiders sold a total of 49,012 shares worth about $16.23M over the past three months, including large sales by SVP Peter Sung-Jip Kim and VP Ryan K. Stafford, leaving insiders with roughly 1% ownership.
• Institutional stake change: Moody National Bank Trust Division increased its LFUS holding by 40.6% to 9,908 shares (≈$2.51M), while institutional investors as a group own about 96.14% of the company.

Moody National Bank Trust Division boosted its stake in Littelfuse, Inc. (NASDAQ:LFUS - Free Report) by 40.6% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 9,908 shares of the technology company's stock after acquiring an additional 2,862 shares during the period. Moody National Bank Trust Division's holdings in Littelfuse were worth $2,506,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently modified their holdings of LFUS. Blue Trust Inc. lifted its position in shares of Littelfuse by 1,666.7% during the third quarter. Blue Trust Inc. now owns 106 shares of the technology company's stock worth $27,000 after purchasing an additional 100 shares during the last quarter. Cullen Frost Bankers Inc. acquired a new stake in Littelfuse during the third quarter valued at approximately $31,000. Steph & Co. acquired a new stake in Littelfuse during the third quarter valued at approximately $32,000. Hantz Financial Services Inc. lifted its holdings in Littelfuse by 57.6% during the 3rd quarter. Hantz Financial Services Inc. now owns 134 shares of the technology company's stock worth $35,000 after buying an additional 49 shares during the last quarter. Finally, Smartleaf Asset Management LLC grew its position in shares of Littelfuse by 1,025.0% in the 3rd quarter. Smartleaf Asset Management LLC now owns 135 shares of the technology company's stock worth $35,000 after acquiring an additional 123 shares in the last quarter. Institutional investors own 96.14% of the company's stock.

Insider Activity

In other Littelfuse news, SVP Peter Sung-Jip Kim sold 5,488 shares of the stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $326.35, for a total value of $1,791,008.80. Following the completion of the sale, the senior vice president owned 10,175 shares in the company, valued at $3,320,611.25. This represents a 35.04% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, VP Ryan K. Stafford sold 16,839 shares of Littelfuse stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $325.25, for a total transaction of $5,476,884.75. Following the sale, the vice president directly owned 28,591 shares of the company's stock, valued at $9,299,222.75. This trade represents a 37.07% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 49,012 shares of company stock valued at $16,227,764 in the last three months. 1.00% of the stock is currently owned by insiders.

Littelfuse Trading Up 6.8%

Shares of LFUS stock opened at $352.52 on Wednesday. Littelfuse, Inc. has a 1 year low of $142.10 and a 1 year high of $380.00. The firm has a market capitalization of $8.87 billion, a PE ratio of -121.56, a price-to-earnings-growth ratio of 2.12 and a beta of 1.41. The stock has a fifty day moving average of $331.60 and a two-hundred day moving average of $283.78. The company has a debt-to-equity ratio of 0.29, a quick ratio of 1.91 and a current ratio of 2.69.

Littelfuse (NASDAQ:LFUS - Get Free Report) last issued its quarterly 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 negative net margin of 3.00% and a positive return on equity of 10.53%. The firm had revenue of $593.93 million for the quarter, compared to analysts' expectations of $583.53 million. During the same period in the previous year, the business earned $2.04 earnings per share. Littelfuse's revenue for the quarter was up 12.2% compared to the same quarter last year. Littelfuse has set its Q1 2026 guidance at 2.700-2.900 EPS. As a group, research analysts expect that Littelfuse, Inc. will post 9.49 EPS for the current year.

Littelfuse Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Thursday, March 5th. Investors of record on Thursday, February 19th were issued a dividend of $0.75 per share. This represents a $3.00 annualized dividend and a dividend yield of 0.9%. The ex-dividend date was Thursday, February 19th. Littelfuse's dividend payout ratio (DPR) is currently -103.45%.

Wall Street Analyst Weigh In

Several equities analysts recently issued reports on LFUS shares. Benchmark upgraded Littelfuse from a "hold" rating to a "buy" rating and set a $360.00 price objective on the stock in a research note on Thursday, January 29th. Weiss Ratings downgraded shares of Littelfuse from a "hold (c)" rating to a "sell (d+)" rating in a research report on Friday, February 20th. Wall Street Zen cut shares of Littelfuse from a "strong-buy" rating to a "buy" rating in a report on Saturday, February 21st. Oppenheimer set a $380.00 price target on Littelfuse in a research report on Thursday, January 29th. Finally, Williams Trading set a $360.00 price objective on Littelfuse in a research report on Thursday, January 29th. One equities research analyst has rated the stock with a Strong Buy rating, two have given a Buy rating, one has given a Hold rating and one has issued a Sell rating to the company's stock. Based on data from MarketBeat, the company presently has a consensus rating of "Moderate Buy" and a consensus price target of $364.00.

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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