Littelfuse, Inc. $LFUS Shares Acquired by Confluence Investment Management LLC

Confluence Investment Management LLC lifted its stake in shares of Littelfuse, Inc. (NASDAQ:LFUS) by 37.1% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 7,217 shares of the technology company’s stock after acquiring an additional 1,952 shares during the period. Confluence Investment Management LLC’s holdings in Littelfuse were worth $1,825,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds have also recently modified their holdings of the company. JPMorgan Chase & Co. lifted its holdings in Littelfuse by 18.0% in the second quarter. JPMorgan Chase & Co. now owns 267,796 shares of the technology company’s stock valued at $60,717,000 after acquiring an additional 40,786 shares during the last quarter. Envestnet Asset Management Inc. increased its stake 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 acquiring an additional 2,013 shares during the last quarter. Sanders Morris Harris LLC purchased a new stake in Littelfuse in the third quarter valued at $518,000. Quadrant Capital Group LLC raised its position in Littelfuse by 194.8% in the second quarter. Quadrant Capital Group LLC now owns 4,938 shares of the technology company’s stock valued at $1,120,000 after purchasing an additional 3,263 shares during the period. Finally, Personal CFO Solutions LLC acquired a new position in shares of Littelfuse in the 2nd quarter valued at $302,000. Institutional investors and hedge funds own 96.14% of the company’s stock.

Insider Transactions at Littelfuse

In related news, SVP Deepak Nayar sold 8,875 shares of the company’s stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $321.55, for a total transaction of $2,853,756.25. Following the sale, the senior vice president directly owned 6,009 shares of the company’s stock, valued at $1,932,193.95. This represents a 59.63% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Anthony Grillo sold 5,000 shares of the stock in a transaction that occurred 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 owned 69,423 shares in the company, valued at approximately $24,037,019.52. This trade represents a 6.72% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 49,012 shares of company stock valued at $16,227,764. 2.50% of the stock is owned by corporate insiders.

Littelfuse Price Performance

LFUS opened at $320.65 on Friday. The stock’s 50-day moving average price is $329.08 and its 200 day moving average price is $282.27. Littelfuse, Inc. has a 12-month low of $142.10 and a 12-month high of $380.00. The firm has a market cap of $8.07 billion, a price-to-earnings ratio of -110.57, a PEG ratio of 2.14 and a beta of 1.41. 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 (NASDAQ:LFUS) last released its earnings results on Wednesday, January 28th. The technology company reported $2.69 earnings per share for the quarter, beating the consensus estimate of $2.51 by $0.18. The company had revenue of $593.93 million during the quarter, compared to the consensus estimate of $583.53 million. Littelfuse had a positive return on equity of 10.53% and a negative net margin of 3.00%.Littelfuse’s revenue was up 12.2% compared to the same quarter last year. During the same period in the previous year, the company posted $2.04 EPS. Littelfuse has set its Q1 2026 guidance at 2.700-2.900 EPS. As a group, sell-side analysts expect that Littelfuse, Inc. will post 9.49 earnings per share for the current year.

Littelfuse Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, March 5th. Investors of record on Thursday, February 19th were issued a $0.75 dividend. The ex-dividend date was Thursday, February 19th. This represents a $3.00 dividend on an annualized basis and a dividend yield of 0.9%. Littelfuse’s payout ratio is -103.45%.

Analyst Upgrades and Downgrades

A number of research firms have recently weighed in on LFUS. Zacks Research cut Littelfuse from a “strong-buy” rating to a “hold” rating in a report on Friday, March 6th. UBS Group set a $360.00 target price on shares of Littelfuse in a research report on Thursday, January 29th. Wall Street Zen lowered shares of Littelfuse from a “strong-buy” rating to a “buy” rating in a research note on Saturday, February 21st. Williams Trading set a $360.00 price target on shares of Littelfuse in a research report on Thursday, January 29th. Finally, Robert W. Baird set a $360.00 price objective on shares of Littelfuse in a report on Thursday, January 29th. One analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, Littelfuse has an average rating of “Moderate Buy” and a consensus target price 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.