Vulcan Value Partners LLC Sells 60,659 Shares of Littelfuse, Inc. $LFUS

Vulcan Value Partners LLC trimmed its stake in Littelfuse, Inc. (NASDAQ:LFUS) by 77.7% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 17,448 shares of the technology company’s stock after selling 60,659 shares during the period. Vulcan Value Partners LLC’s holdings in Littelfuse were worth $7,945,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also modified their holdings of the company. California State Teachers Retirement System grew its position in shares of Littelfuse by 45,011.9% during the 2nd quarter. California State Teachers Retirement System now owns 13,217,775 shares of the technology company’s stock worth $6,018,449,000 after buying an additional 13,188,475 shares in the last quarter. BlackRock Inc. bought a new stake in shares of Littelfuse in the second quarter valued at about $1,148,821,000. Wellington Management Group LLP purchased a new stake in Littelfuse in the fourth quarter worth about $114,166,000. Barrow Hanley Mewhinney & Strauss LLC lifted its stake in Littelfuse by 67.3% in the fourth 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. Finally, William Blair Investment Management LLC bought a new position in Littelfuse during the 2nd quarter worth about $146,471,000. 96.14% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at Littelfuse

In other Littelfuse news, Director Anthony Grillo sold 3,000 shares of the stock in a transaction that occurred on Thursday, June 11th. The stock was sold at an average price of $451.96, for a total transaction of $1,355,880.00. Following the completion of the transaction, the director owned 64,928 shares of the company’s stock, valued at $29,344,858.88. This represents a 4.42% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. 1.00% of the stock is owned by insiders.

Littelfuse Price Performance

Shares of NASDAQ:LFUS traded up $3.88 during midday trading on Tuesday, reaching $422.95. 140,800 shares of the company’s stock traded hands, compared to its average volume of 300,680. The company has a fifty day simple moving average of $424.36 and a two-hundred day simple moving average of $410.39. Littelfuse, Inc. has a 1 year low of $233.36 and a 1 year high of $500.57. The company has a market cap of $10.74 billion, a P/E ratio of -845.88, a PEG ratio of 2.21 and a beta of 1.47. The company has a debt-to-equity ratio of 0.20, a quick ratio of 2.00 and a current ratio of 2.76.

Littelfuse (NASDAQ:LFUS) last posted its quarterly earnings data on Wednesday, July 29th. The technology company reported $4.19 earnings per share for the quarter, topping analysts’ consensus estimates of $3.78 by $0.41. The company had revenue of $738.78 million during the quarter, compared to analysts’ expectations of $703.38 million. Littelfuse had a negative net margin of 0.31% and a positive return on equity of 13.02%. The firm’s revenue for the quarter was up 20.4% on a year-over-year basis. During the same period in the prior year, the business posted $2.30 earnings per share. Littelfuse has set its Q3 2026 guidance at 4.850-5.050 EPS. Equities analysts predict that Littelfuse, Inc. will post 15.78 EPS for the current fiscal year.

Littelfuse Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, September 3rd. Shareholders of record on Thursday, August 20th were paid a dividend of $0.80 per share. This is an increase from Littelfuse’s previous quarterly dividend of $0.75. The ex-dividend date was Thursday, August 20th. This represents a $3.20 annualized dividend and a yield of 0.8%. Littelfuse’s dividend payout ratio (DPR) is presently -640.00%.

Analysts Set New Price Targets

A number of equities research analysts recently weighed in on the company. Zacks Research cut Littelfuse from a “strong-buy” rating to a “hold” rating in a research note on Monday, July 13th. Robert W. Baird boosted their price target on Littelfuse from $500.00 to $535.00 and gave the company an “outperform” rating in a research note on Friday, June 5th. Weiss Ratings raised shares of Littelfuse from a “sell (d+)” rating to a “hold (c-)” rating in a report on Thursday, July 30th. Finally, Needham & Company LLC reissued a “buy” rating and issued a $520.00 price target on shares of Littelfuse in a report on Monday, May 18th. Four analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $465.83.

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.