Littelfuse, Inc. $LFUS Shares Sold by Vulcan Value Partners LLC

Key Points

• Vulcan Value Partners trimmed its Littelfuse position by 2.4% in the fourth quarter, selling 4,691 shares and leaving it with 192,212 shares valued at about $48.6 million.
• Littelfuse reported strong quarterly results, with EPS of $3.31 topping estimates and revenue of $656.97 million, up 18.5% from a year earlier; the company also issued Q2 2026 guidance of $3.65 to $3.85 EPS.
• Despite some insider selling, analysts remain broadly bullish on LFUS, with a consensus rating of “Buy” and an average price target of $436.67, while the stock recently traded near its 52-week high.

Vulcan Value Partners LLC reduced its position in shares of Littelfuse, Inc. (NASDAQ:LFUS - Free Report) by 2.4% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 192,212 shares of the technology company's stock after selling 4,691 shares during the period. Littelfuse accounts for about 0.9% of Vulcan Value Partners LLC's holdings, making the stock its 23rd biggest holding. Vulcan Value Partners LLC owned approximately 0.77% of Littelfuse worth $48,614,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Envestnet Asset Management Inc. increased its position in Littelfuse by 1.4% during the third quarter. Envestnet Asset Management Inc. now owns 147,379 shares of the technology company's stock worth $38,173,000 after purchasing an additional 2,013 shares during the last quarter. Y Intercept Hong Kong Ltd acquired a new stake in Littelfuse during the third quarter worth about $810,000. Royce & Associates LP increased its position in shares of Littelfuse by 1.6% during the third quarter. Royce & Associates LP now owns 242,135 shares of the technology company's stock valued at $62,715,000 after acquiring an additional 3,848 shares during the last quarter. Teacher Retirement System of Texas increased its position in shares of Littelfuse by 16.3% during the fourth quarter. Teacher Retirement System of Texas now owns 29,010 shares of the technology company's stock valued at $7,337,000 after acquiring an additional 4,065 shares during the last quarter. Finally, Dynamic Technology Lab Private Ltd acquired a new stake in shares of Littelfuse during the third quarter valued at about $852,000. 96.14% of the stock is currently owned by institutional investors and hedge funds.

Littelfuse Trading Down 0.2%

NASDAQ LFUS opened at $475.66 on Thursday. The firm has a 50 day simple moving average of $395.07 and a 200-day simple moving average of $328.36. The company has a debt-to-equity ratio of 0.21, a quick ratio of 1.82 and a current ratio of 2.61. Littelfuse, Inc. has a one year low of $201.19 and a one year high of $483.95. The firm has a market cap of $12.03 billion, a price-to-earnings ratio of -281.45, a PEG ratio of 2.67 and a beta of 1.46.

Littelfuse (NASDAQ:LFUS - Get Free Report) last posted its quarterly earnings data on Wednesday, May 6th. The technology company reported $3.31 EPS for the quarter, beating the consensus estimate of $2.83 by $0.48. Littelfuse had a negative net margin of 1.61% and a positive return on equity of 11.62%. The business had revenue of $656.97 million during the quarter, compared to analyst estimates of $638.98 million. During the same quarter last year, the firm posted $2.19 earnings per share. The business's revenue for the quarter was up 18.5% compared to the same quarter last year. Littelfuse has set its Q2 2026 guidance at 3.650-3.850 EPS. Equities research analysts anticipate that Littelfuse, Inc. will post 14.86 EPS for the current fiscal year.

Littelfuse Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, June 4th. Stockholders of record on Thursday, May 21st will be paid a $0.75 dividend. The ex-dividend date of this dividend is Thursday, May 21st. This represents a $3.00 annualized dividend and a dividend yield of 0.6%. Littelfuse's dividend payout ratio (DPR) is presently -177.51%.

Insider Activity at Littelfuse

In other news, SVP Maggie Chu sold 11,397 shares of the firm's stock in a transaction that occurred on Wednesday, May 20th. The shares were sold at an average price of $435.48, for a total value of $4,963,165.56. Following the completion of the transaction, the senior vice president owned 6,001 shares of the company's stock, valued at approximately $2,613,315.48. This trade represents a 65.51% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Insiders have sold a total of 12,494 shares of company stock valued at $5,394,954 over the last ninety days. Company insiders own 1.00% of the company's stock.

Analysts Set New Price Targets

LFUS has been the subject of a number of recent analyst reports. UBS Group set a $360.00 price target on shares of Littelfuse in a research report on Thursday, January 29th. Benchmark upgraded shares of Littelfuse from a "hold" rating to a "buy" rating and set a $360.00 price target for the company in a research report on Thursday, January 29th. Oppenheimer lifted their price target on shares of Littelfuse from $430.00 to $500.00 and gave the company an "outperform" rating in a research report on Thursday, May 7th. Williams Trading set a $520.00 price target on shares of Littelfuse in a research report on Thursday, May 7th. Finally, Needham & Company LLC reiterated a "buy" rating and set a $520.00 price target on shares of Littelfuse in a research report on Monday, May 18th. Two equities research analysts have rated the stock with a Strong Buy rating, three have issued a Buy rating and one has given a Sell rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of "Buy" and an average target price of $436.67.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.