Littelfuse (NASDAQ:LFUS) Share Price Crosses Above 200-Day Moving Average - What's Next?

Key Points

• Littelfuse shares rose above their 200-day moving average of $398.29, trading as high as $414.41 and recently changing hands near $404.08.
• Third-quarter adjusted EPS of $5.79 significantly exceeded analyst expectations, while revenue increased 22.7% year over year and GAAP net income reached $115.4 million. Revenue nevertheless came in below one FactSet estimate, and insider selling offered a cautionary signal.
• Management forecast fourth-quarter sales of $750 million to $770 million and adjusted EPS of $5.05 to $5.25, while reaffirming its 2030 targets. Analysts maintain a “Moderate Buy” consensus with an average price target of $465.83, including Needham’s $520 target.

Littelfuse, Inc. (NASDAQ:LFUS - Get Free Report)'s stock price passed above its two hundred day moving average during trading on Thursday. The stock has a two hundred day moving average of $398.29 and traded as high as $414.41. Littelfuse shares last traded at $404.08, with a volume of 428,159 shares changing hands.

Trending Headlines about Littelfuse

Here are the key news stories impacting Littelfuse this week:

• Positive Sentiment: Adjusted earnings significantly exceeded expectations. Littelfuse reported quarterly adjusted EPS of $5.79, above analyst estimates near $4.95–$4.97 and up sharply from $2.77–$2.95 a year earlier. The earnings outperformance was the primary catalyst for the stock’s rise. Littelfuse beats third-quarter earnings estimates
• Positive Sentiment: Record revenue and profit growth supported the bullish reaction. Third-quarter net sales were reported at approximately $766.7 million, up 22.7% year over year, while GAAP net income rose to $115.4 million and diluted EPS reached $4.49. Operating cash flow was $230.1 million and free cash flow was $215.7 million. Littelfuse third-quarter results
• Positive Sentiment: Management issued solid fourth-quarter guidance. Littelfuse expects fourth-quarter sales of $750 million to $770 million and adjusted diluted EPS of $5.05 to $5.25. It also reaffirmed long-term 2030 targets of $4.5 billion in revenue and $1.1 billion in adjusted EBITDA. Littelfuse guidance and long-term targets
• Positive Sentiment: Needham reaffirmed its Buy rating and set a $520 price target, signaling continued analyst confidence in LFUS’s growth outlook. Needham analyst recommendation
• Neutral Sentiment: Littelfuse declared a quarterly dividend of $0.80 per share, equivalent to $3.20 annually and a yield of roughly 0.8%. The payment is scheduled for December 3 to shareholders of record November 19. Littelfuse dividend announcement
• Negative Sentiment: Reported revenue of $766.7 million was below the FactSet estimate of $792.5 million, although the earnings beat and profit growth outweighed the sales shortfall. Recent insider activity also showed selling rather than open-market purchases, a secondary caution for investors.

Analyst Ratings Changes

LFUS has been the subject of several research reports. Zacks Research cut shares of Littelfuse from a "strong-buy" rating to a "hold" rating in a research report on Monday, July 13th. Needham & Company LLC reissued a "buy" rating and set a $520.00 price objective on shares of Littelfuse in a report on Wednesday. Oppenheimer reissued an "outperform" rating on shares of Littelfuse in a research note on Thursday. Finally, Weiss Ratings restated a "hold (c-)" rating on shares of Littelfuse in a report on Wednesday. Four equities research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of "Moderate Buy" and an average target price of $465.83.

Littelfuse Stock Up 4.4%

The company has a market capitalization of $10.26 billion, a price-to-earnings ratio of 331.22, a PEG ratio of 2.04 and a beta of 1.48. The company has a debt-to-equity ratio of 0.19, a quick ratio of 2.00 and a current ratio of 2.67. The business's 50 day moving average is $409.98 and its 200 day moving average is $398.29.

Littelfuse (NASDAQ:LFUS - Get Free Report) last issued its quarterly earnings results on Wednesday, October 28th. The technology company reported $5.79 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $4.97 by $0.82. The business had revenue of $795.20 million for the quarter, compared to analyst estimates of $792.49 million. Littelfuse had a net margin of 1.37% and a return on equity of 15.86%. Littelfuse's revenue for the quarter was up 22.7% compared to the same quarter last year. During the same quarter in the prior year, the business posted $2.77 EPS. Sell-side analysts anticipate that Littelfuse, Inc. will post 15.78 earnings per share for the current year.

Littelfuse Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, December 3rd. Investors of record on Thursday, November 19th will be paid a $0.80 dividend. This represents a $3.20 annualized dividend and a dividend yield of 0.8%. The ex-dividend date is Thursday, November 19th. Littelfuse's payout ratio is currently -640.00%.

Institutional Trading of Littelfuse

A number of hedge funds have recently added to or reduced their stakes in LFUS. BlackRock Inc. purchased a new stake in Littelfuse in the 2nd quarter valued at $1,148,821,000. Barrow Hanley Mewhinney & Strauss LLC acquired a new stake in shares of Littelfuse in the 2nd quarter worth $185,057,000. William Blair Investment Management LLC acquired a new stake in shares of Littelfuse in the 2nd quarter worth $146,471,000. Boston Trust Walden Corp raised its holdings in shares of Littelfuse by 14.6% during the 1st quarter. Boston Trust Walden Corp now owns 291,393 shares of the technology company's stock worth $98,884,000 after acquiring an additional 37,126 shares during the period. Finally, Principal Financial Group Inc. raised its holdings in shares of Littelfuse by 6.6% during the 1st quarter. Principal Financial Group Inc. now owns 257,187 shares of the technology company's stock worth $87,282,000 after acquiring an additional 15,971 shares during the period. 96.14% of the stock is owned by hedge funds and other institutional investors.

About Littelfuse

Littelfuse, Inc is a diversified industrial technology company that develops and manufactures products designed to protect, control and sense electrical energy. Its portfolio includes fuses and other circuit-protection devices, power semiconductor products, relays, switches, sensors and related electronic components.

The company serves customers in the automotive, commercial vehicle, industrial, electronics, energy and communications markets. Its products are used in applications such as vehicle electrification, battery systems, industrial equipment, power distribution, renewable energy systems, data infrastructure and consumer electronics.

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