Littelfuse (NASDAQ:LFUS) Reaches New 52-Week High on Better-Than-Expected Earnings

Littelfuse, Inc. (NASDAQ:LFUS)’s stock price hit a new 52-week high during mid-day trading on Wednesday following a stronger than expected earnings report. The company traded as high as $332.48 and last traded at $308.9620, with a volume of 156009 shares. The stock had previously closed at $296.17.

The technology company reported $2.69 EPS for the quarter, topping the consensus estimate of $2.51 by $0.18. The firm had revenue of $593.93 million for 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%.The company’s quarterly revenue was up 12.2% on a year-over-year basis. During the same quarter in the previous year, the business earned $2.04 earnings per share. Littelfuse has set its Q1 2026 guidance at 2.700-2.900 EPS.

Littelfuse Announces Dividend

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

Trending Headlines about Littelfuse

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)

Wall Street Analysts Forecast Growth

LFUS has been the topic of a number of analyst reports. UBS Group set a $360.00 price objective on shares of Littelfuse in a research report on Thursday. Weiss Ratings restated a “hold (c)” rating on shares of Littelfuse in a report on Thursday, January 22nd. Williams Trading set a $360.00 price objective on Littelfuse in a report on Thursday. Benchmark raised Littelfuse from a “hold” rating to a “buy” rating and set a $360.00 target price on the stock in a research note on Thursday. Finally, Robert W. Baird set a $360.00 price target on Littelfuse in a research note on Thursday. One analyst has rated the stock with a Strong Buy rating, two have given a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat, Littelfuse currently has an average rating of “Moderate Buy” and an average price target of $364.00.

Insiders Place Their Bets

In other Littelfuse news, SVP Deepak Nayar sold 4,454 shares of the company’s stock in a transaction that occurred on Friday, December 5th. The stock was sold at an average price of $259.07, for a total transaction of $1,153,897.78. Following the completion of the sale, the senior vice president owned 6,009 shares of the company’s stock, valued at $1,556,751.63. This represents a 42.57% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, VP Ryan K. Stafford sold 2,162 shares of the business’s stock in a transaction on Thursday, December 11th. The stock was sold at an average price of $268.31, for a total transaction of $580,086.22. Following the completion of the sale, the vice president owned 28,591 shares of the company’s stock, valued at $7,671,251.21. The trade was a 7.03% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 14,034 shares of company stock valued at $3,670,025 over the last three months. 2.50% of the stock is currently owned by insiders.

Hedge Funds Weigh In On Littelfuse

Large investors have recently made changes to their positions in the business. Arkadios Wealth Advisors bought a new position in shares of Littelfuse in the second quarter valued at about $331,000. JPMorgan Chase & Co. grew its position in shares of Littelfuse by 18.0% during the 2nd quarter. JPMorgan Chase & Co. now owns 267,796 shares of the technology company’s stock worth $60,717,000 after buying an additional 40,786 shares during the period. Versor Investments LP bought a new stake in shares of Littelfuse during the second quarter worth approximately $273,000. Quadrant Capital Group LLC boosted its stake 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 acquiring an additional 3,263 shares during the last quarter. Finally, Teacher Retirement System of Texas grew its holdings in Littelfuse by 13.5% during the 2nd quarter. Teacher Retirement System of Texas now owns 5,701 shares of the technology company’s stock worth $1,293,000 after acquiring an additional 678 shares during the period. Institutional investors and hedge funds own 96.14% of the company’s stock.

Littelfuse Stock Up 3.9%

The business’s fifty day simple moving average is $269.35 and its 200 day simple moving average is $258.60. The stock has a market cap of $8.13 billion, a price-to-earnings ratio of -112.59, a price-to-earnings-growth ratio of 2.10 and a beta of 1.43. The company has a current ratio of 2.69, a quick ratio of 3.05 and a debt-to-equity ratio of 0.29.

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.