Federated Hermes Inc. Acquires 3,258 Shares of Littelfuse, Inc. $LFUS

Federated Hermes Inc. raised its stake in shares of Littelfuse, Inc. (NASDAQ:LFUS) by 1.7% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 189,473 shares of the technology company’s stock after acquiring an additional 3,258 shares during the quarter. Federated Hermes Inc.’s holdings in Littelfuse were worth $49,075,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also made changes to their positions in the company. Royal Bank of Canada lifted its stake in shares of Littelfuse by 3.6% during the 1st quarter. Royal Bank of Canada now owns 32,206 shares of the technology company’s stock worth $6,337,000 after purchasing an additional 1,107 shares during the last quarter. Advisors Asset Management Inc. raised its holdings in Littelfuse by 42.0% in the first quarter. Advisors Asset Management Inc. now owns 311 shares of the technology company’s stock worth $61,000 after purchasing an additional 92 shares in the last quarter. AQR Capital Management LLC lifted its position in shares of Littelfuse by 93.6% during the first quarter. AQR Capital Management LLC now owns 20,073 shares of the technology company’s stock valued at $3,892,000 after buying an additional 9,706 shares during the last quarter. Geneos Wealth Management Inc. boosted its holdings 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 valued at $66,000 after buying an additional 170 shares in the last quarter. Finally, Fifth Third Bancorp grew its position in shares of Littelfuse by 27.4% in the 2nd quarter. Fifth Third Bancorp now owns 414 shares of the technology company’s stock worth $94,000 after buying an additional 89 shares during the last quarter. 96.14% of the stock is currently owned by hedge funds and other institutional investors.

Littelfuse News Summary

Here are the key news stories impacting Littelfuse this week:

• Positive Sentiment: Q4 beat — Littelfuse reported $2.69 EPS vs. $2.51 consensus and revenue of $593.9M, up 12% year-over-year, signaling demand strength and driving the immediate stock reaction. Littelfuse (LFUS) Surpasses Q4 Earnings and Revenue Estimates
• Positive Sentiment: Raised revenue guidance — Management set Q1 FY2026 revenue guidance above consensus ($625M–$645M vs. ~$610M est.), which supports upside to near-term top-line expectations. Littelfuse Shares Up on Higher 4Q Sales, Adjusted Earnings
• Positive Sentiment: Dividend & shareholder signal — Company declared a quarterly dividend (annualized yield ~0.9%), which supports income-focused holders and signals board confidence in cash flow. (Company notice 1/28/2026)
• Positive Sentiment: Short interest fell — Large decrease in short interest in January reduces short-squeeze risk and suggests fewer bearish bets outstanding (~2.8% of float short). (Market data 1/15/2026)
• Neutral Sentiment: Earnings-call context — Management emphasized growth across several end markets but also discussed execution and macro challenges; overall tone was constructive but cautious. Q4 2025 earnings call transcript
• Neutral Sentiment: EPS guidance broadly in line — Q1 EPS guidance of $2.70–$2.90 is essentially in line with street expectations, so upside is mostly revenue-driven this quarter. (Guidance 1/28/2026)
• Negative Sentiment: High valuation — LFUS trades at a stretched P/E (~62x), which raises sensitivity to execution misses or guidance disappointments; investors are paying for continued growth. (Market metrics)
• Negative Sentiment: Margins remain modest — Reported net margin (~5.7%) and ROE (~9.9%) are moderate for a technology/industrial supplier, leaving room for investor concern if margin expansion stalls. (Q4 results)

Analyst Upgrades and Downgrades

A number of research firms recently commented on LFUS. Wall Street Zen raised shares of Littelfuse from a “buy” rating to a “strong-buy” rating in a research report on Monday. Zacks Research lowered Littelfuse from a “strong-buy” rating to a “hold” rating in a report on Thursday, October 2nd. Weiss Ratings reissued a “hold (c)” rating on shares of Littelfuse in a research report on Thursday, January 22nd. UBS Group set a $360.00 target price on Littelfuse in a research report on Thursday. Finally, Robert W. Baird set a $360.00 price target on Littelfuse in a research note on Thursday. One equities research analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat.com, Littelfuse presently has a consensus rating of “Moderate Buy” and an average target price of $364.00.

Insider Buying and Selling

In other Littelfuse news, SVP Deepak Nayar sold 4,454 shares of the firm’s stock in a transaction that occurred on Friday, December 5th. The shares were sold at an average price of $259.07, for a total transaction of $1,153,897.78. Following the completion of the transaction, the senior vice president directly owned 6,009 shares of the company’s stock, valued at approximately $1,556,751.63. This trade represents a 42.57% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, SVP Peter Sung-Jip Kim sold 2,049 shares of Littelfuse stock in a transaction that occurred on Thursday, December 11th. The shares were sold at an average price of $270.02, for a total transaction of $553,270.98. Following the sale, the senior vice president owned 10,175 shares of the company’s stock, valued at approximately $2,747,453.50. The trade was a 16.76% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 14,034 shares of company stock worth $3,670,025. 2.50% of the stock is owned by company insiders.

Littelfuse Price Performance

Shares of LFUS opened at $326.50 on Friday. The company has a debt-to-equity ratio of 0.29, a current ratio of 2.69 and a quick ratio of 3.05. The company’s fifty day moving average price is $269.35 and its 200-day moving average price is $258.60. Littelfuse, Inc. has a 1-year low of $142.10 and a 1-year high of $332.48. The firm has a market capitalization of $8.13 billion, a PE ratio of -112.59, a price-to-earnings-growth ratio of 2.10 and a beta of 1.43.

Littelfuse (NASDAQ:LFUS) last issued its earnings results on Wednesday, January 28th. The technology company reported $2.69 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.51 by $0.18. The company had revenue of $593.93 million during 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 firm’s quarterly revenue was up 12.2% on a year-over-year basis. During the same quarter last year, the business posted $2.04 EPS. Littelfuse has set its Q1 2026 guidance at 2.700-2.900 EPS. On average, equities research analysts predict that Littelfuse, Inc. will post 9.49 EPS for the current year.

Littelfuse Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, March 5th. Investors of record on Thursday, February 19th will be given a $0.75 dividend. The ex-dividend date is 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%.

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.