Littelfuse (NASDAQ:LFUS) Sets New 12-Month High Following Strong Earnings

Shares of Littelfuse, Inc. (NASDAQ:LFUS) reached a new 52-week high during trading on Wednesday following a better than expected earnings announcement. The stock traded as high as $332.48 and last traded at $308.9620, with a volume of 156009 shares changing hands. The stock had previously closed at $296.17.

The technology company reported $2.69 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.51 by $0.18. Littelfuse had a net margin of 5.66% and a return on equity of 9.89%. The company had revenue of $593.93 million during the quarter, compared to the consensus estimate of $583.53 million. During the same quarter in the previous year, the firm earned $2.04 earnings per share. The firm’s quarterly revenue was up 12.2% on a year-over-year basis. Littelfuse has set its Q1 2026 guidance at 2.700-2.900 EPS.

Littelfuse Dividend Announcement

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 paid a dividend of $0.75 per share. The ex-dividend date is Thursday, February 19th. This represents a $3.00 dividend on an annualized basis and a dividend yield of 1.0%. Littelfuse’s payout ratio is presently 57.14%.

Littelfuse News Roundup

Here are the key news stories impacting Littelfuse this week:

• Positive Sentiment: Q4 results beat expectations — LFUS reported $2.69 EPS vs. $2.51 estimate and revenue of $593.9M (up 12.2% YoY), signaling solid demand and margin expansion. Littelfuse (LFUS) Surpasses Q4 Earnings and Revenue Estimates
• Positive Sentiment: Q1 revenue guidance raised above Street — company guided Q1 revenue to about $625M–$645M vs. consensus ~$610M, suggesting continued top-line momentum even as EPS guidance (2.70–2.90) sits around consensus. Press Release / Guidance Slide Deck
• Positive Sentiment: Quarterly dividend declared — LFUS announced a $0.75 quarterly dividend (annualized yield ~1.0%), a cash-return signal that can support investor confidence.
• Positive Sentiment: Short interest fell in January — outstanding shorts dropped ~14% month-over-month to ~691K shares, reducing a near-term bearish pressure and potentially amplifying upside on positive news.
• Neutral Sentiment: Earnings call highlighted growth amid some challenges — management emphasized diversified end-market strength and strategic investments but flagged industry headwinds; useful context for assessing sustainability of the beat. Littelfuse Earnings Call: Growth Strength Amid Challenges
• Neutral Sentiment: Full call transcript and materials available — investors can review the detailed Q&A, slide deck and transcript for granularity on end-market demand and margin drivers. LFUS Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Market commentary and coverage — analysts and commentators are highlighting the stock’s multi-year strength and the recent breakout; these narratives can attract momentum traders but warrant verification against fundamentals. Overlooked Stock: LFUS 4-Year High

Wall Street Analyst Weigh In

Several research analysts have recently issued reports on LFUS shares. Zacks Research cut Littelfuse from a “strong-buy” rating to a “hold” rating in a research report on Thursday, October 2nd. Benchmark reaffirmed a “hold” rating on shares of Littelfuse in a report on Thursday, October 30th. Oppenheimer raised their price objective on shares of Littelfuse from $325.00 to $360.00 and gave the stock an “outperform” rating in a report on Friday, January 16th. Wall Street Zen upgraded shares of Littelfuse from a “buy” rating to a “strong-buy” rating in a research report on Monday. Finally, Robert W. Baird raised shares of Littelfuse from a “neutral” rating to an “outperform” rating and increased their target price for the company from $290.00 to $310.00 in a research report on Friday, October 10th. One equities research analyst has rated the stock with a Strong Buy rating, one has issued a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $335.00.

Insiders Place Their Bets

In other Littelfuse news, SVP Deepak Nayar sold 4,454 shares of the business’s stock in a transaction on Friday, December 5th. The shares were sold at an average price of $259.07, for a total value of $1,153,897.78. Following the transaction, the senior vice president directly owned 6,009 shares of the company’s stock, valued at approximately $1,556,751.63. The trade was a 42.57% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, VP Ryan K. Stafford sold 2,162 shares of the company’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 transaction, the vice president owned 28,591 shares of the company’s stock, valued at approximately $7,671,251.21. The trade was a 7.03% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 14,034 shares of company stock valued at $3,670,025. 2.50% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Large investors have recently bought and sold shares of the business. Vanguard Group Inc. lifted its stake in shares of Littelfuse by 4.4% in the third quarter. Vanguard Group Inc. now owns 2,925,048 shares of the technology company’s stock valued at $757,617,000 after purchasing an additional 122,392 shares during the period. Neuberger Berman Group LLC raised its holdings in Littelfuse by 2.6% during the second quarter. Neuberger Berman Group LLC now owns 1,068,927 shares of the technology company’s stock worth $242,358,000 after purchasing an additional 26,824 shares during the last quarter. Barrow Hanley Mewhinney & Strauss LLC grew its holdings in Littelfuse by 32.1% in the third quarter. Barrow Hanley Mewhinney & Strauss LLC now owns 612,016 shares of the technology company’s stock valued at $158,518,000 after purchasing an additional 148,586 shares during the last quarter. Norges Bank purchased a new position in shares of Littelfuse in the second quarter valued at $114,721,000. Finally, Dimensional Fund Advisors LP increased its position in shares of Littelfuse by 2.4% in the third quarter. Dimensional Fund Advisors LP now owns 490,619 shares of the technology company’s stock valued at $127,071,000 after buying an additional 11,394 shares in the last quarter. Hedge funds and other institutional investors own 96.14% of the company’s stock.

Littelfuse Stock Up 6.1%

The firm has a market cap of $7.82 billion, a price-to-earnings ratio of 59.86, a P/E/G ratio of 1.97 and a beta of 1.43. The firm has a 50 day moving average price of $267.52 and a 200-day moving average price of $258.12. The company has a current ratio of 4.00, a quick ratio of 3.05 and a debt-to-equity ratio of 0.30.

Littelfuse Company 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.