Littelfuse, Inc. (NASDAQ:LFUS) Given Consensus Rating of "Moderate Buy" by Analysts

Key Points

• Analyst consensus: Five covering firms give Littelfuse a consensus rating of "Moderate Buy" with an average 1-year target of $364.00 (ratings split: 1 sell, 1 hold, 2 buy, 1 strong buy).
• Earnings beat and guidance: Littelfuse reported Q4 EPS of $2.69 (vs. $2.51 est.) and revenue of $593.9M (vs. $583.5M), with revenue up 12.2% YoY and Q1 2026 EPS guidance of $2.70–$2.90.
• Insider selling and institutional ownership: Insiders sold 49,012 shares worth ~$16.23M over the last 90 days while insiders own ~1% of shares and institutional investors hold ~96.14%.

Shares of Littelfuse, Inc. (NASDAQ:LFUS - Get Free Report) have been given a consensus rating of "Moderate Buy" by the five ratings firms that are currently covering the stock, MarketBeat reports. One research analyst has rated the stock with a sell recommendation, one has assigned a hold recommendation, two have issued a buy recommendation and one has given a strong buy recommendation to the company. The average 1-year target price among brokerages that have updated their coverage on the stock in the last year is $364.00.

LFUS has been the subject of a number of recent research reports. Robert W. Baird set a $360.00 target price on shares of Littelfuse in a research report on Thursday, January 29th. Wall Street Zen cut shares of Littelfuse from a "strong-buy" rating to a "buy" rating in a research note on Saturday, February 21st. Zacks Research downgraded shares of Littelfuse from a "strong-buy" rating to a "hold" rating in a report on Friday, March 6th. Oppenheimer set a $380.00 target price on shares of Littelfuse in a research report on Thursday, January 29th. Finally, Benchmark raised shares of Littelfuse from a "hold" rating to a "buy" rating and set a $360.00 target price on the stock in a report on Thursday, January 29th.

Insider Activity

In other news, Director Anthony Grillo sold 5,000 shares of the stock in a transaction on 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 sale, 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 position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, SVP Peter Sung-Jip Kim sold 5,488 shares of the firm's stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $326.35, for a total value of $1,791,008.80. Following the completion of the transaction, the senior vice president owned 10,175 shares in the company, valued at $3,320,611.25. The trade was a 35.04% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 49,012 shares of company stock worth $16,227,764. 1.00% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently bought and sold shares of the stock. Norges Bank bought a new position in Littelfuse in the 2nd quarter valued at about $114,721,000. Wellington Management Group LLP bought a new stake in shares of Littelfuse during the 4th quarter worth approximately $114,166,000. Barrow Hanley Mewhinney & Strauss LLC lifted its holdings in shares of Littelfuse by 67.3% during the 4th quarter. Barrow Hanley Mewhinney & Strauss LLC now owns 1,024,176 shares of the technology company's stock worth $259,035,000 after acquiring an additional 412,160 shares during the period. T. Rowe Price Investment Management Inc. boosted its position in shares of Littelfuse by 58.6% during the 4th quarter. T. Rowe Price Investment Management Inc. now owns 609,966 shares of the technology company's stock worth $154,273,000 after acquiring an additional 225,445 shares in the last quarter. Finally, Corient Private Wealth LLC increased its stake in Littelfuse by 1,842.8% in the fourth quarter. Corient Private Wealth LLC now owns 193,583 shares of the technology company's stock valued at $48,961,000 after acquiring an additional 183,619 shares during the last quarter. Institutional investors and hedge funds own 96.14% of the company's stock.

Littelfuse Stock Performance

NASDAQ:LFUS opened at $330.20 on Tuesday. The stock has a market cap of $8.31 billion, a P/E ratio of -113.86, a PEG ratio of 2.06 and a beta of 1.40. The stock has a 50 day simple moving average of $330.17 and a 200 day simple moving average of $283.15. 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 has a 1-year low of $142.10 and a 1-year high of $380.00.

Littelfuse (NASDAQ:LFUS - Get Free Report) last issued its quarterly earnings data on Wednesday, January 28th. The technology company reported $2.69 EPS for the quarter, beating analysts' consensus estimates of $2.51 by $0.18. The firm had revenue of $593.93 million for 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 in the prior year, the firm posted $2.04 EPS. Littelfuse has set its Q1 2026 guidance at 2.700-2.900 EPS. Research analysts anticipate that Littelfuse will post 9.49 earnings per share for the current year.

Littelfuse Announces Dividend

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

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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