Thrivent Financial for Lutherans Has $73.94 Million Stock Position in Littelfuse, Inc. $LFUS

Thrivent Financial for Lutherans increased its position in shares of Littelfuse, Inc. (NASDAQ:LFUS) by 10.0% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 285,468 shares of the technology company’s stock after acquiring an additional 25,961 shares during the quarter. Thrivent Financial for Lutherans owned about 1.15% of Littelfuse worth $73,939,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Norges Bank bought a new position in shares of Littelfuse in the 2nd quarter valued at about $114,721,000. AQR Capital Management LLC boosted its stake in Littelfuse by 876.1% in the second quarter. AQR Capital Management LLC now owns 195,927 shares of the technology company’s stock valued at $44,240,000 after acquiring an additional 175,854 shares during the last quarter. Nordea Investment Management AB boosted its stake in Littelfuse by 39.5% in the second quarter. Nordea Investment Management AB now owns 311,436 shares of the technology company’s stock valued at $70,687,000 after acquiring an additional 88,151 shares during the last quarter. American Century Companies Inc. grew its holdings in Littelfuse by 23.6% during the 2nd quarter. American Century Companies Inc. now owns 346,527 shares of the technology company’s stock worth $78,569,000 after acquiring an additional 66,267 shares during the period. Finally, Tributary Capital Management LLC raised its position in shares of Littelfuse by 1,026.0% during the 2nd quarter. Tributary Capital Management LLC now owns 65,947 shares of the technology company’s stock valued at $14,952,000 after acquiring an additional 60,090 shares during the last quarter. 96.14% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of equities analysts have issued reports on LFUS shares. Benchmark upgraded Littelfuse from a “hold” rating to a “buy” rating and set a $360.00 target price on the stock in a report on Thursday. Williams Trading set a $360.00 price objective on shares of Littelfuse in a research note on Thursday. Wall Street Zen raised shares of Littelfuse from a “buy” rating to a “strong-buy” rating in a research note on Monday, January 26th. Weiss Ratings reissued a “hold (c)” rating on shares of Littelfuse in a research report on Thursday, January 22nd. Finally, Oppenheimer set a $380.00 price objective on shares of Littelfuse in a research report on Thursday. Two equities research analysts have rated the stock with a Strong Buy rating, two have issued a Buy rating and one has assigned a Hold rating to the stock. According to MarketBeat, the company presently has an average rating of “Buy” and a consensus target price of $364.00.

Insiders Place Their Bets

In other news, SVP Deepak Nayar sold 4,454 shares of the stock in a transaction dated 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 in the company, valued at $1,556,751.63. This represents a 42.57% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, SVP Peter Sung-Jip Kim sold 2,049 shares of Littelfuse stock in a transaction dated Thursday, December 11th. The shares were sold at an average price of $270.02, for a total value of $553,270.98. Following the completion of the sale, the senior vice president directly owned 10,175 shares in the company, valued at approximately $2,747,453.50. This represents a 16.76% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 14,034 shares of company stock valued at $3,670,025 in the last three months. 2.50% of the stock is currently owned by corporate insiders.

Key Stories Impacting Littelfuse

Here are the key news stories impacting Littelfuse this week:

• Positive Sentiment: Q4 results beat expectations: Littelfuse reported $2.69 EPS vs. $2.51 consensus and revenue of $593.9M (up ~12% YoY). Management set Q1 2026 EPS guidance of $2.70–$2.90 and signaled double‑digit Q1 revenue growth, which supports near‑term top‑line visibility. Littelfuse Shares Up on Higher 4Q Sales, Adjusted Earnings
• Positive Sentiment: Basler acquisition expands addressable market in high‑power modules and strengthens data‑center/grid product momentum — a strategic tuck‑in that management says will boost high‑power capabilities and cross‑sell opportunities. LFUS Q4 deep dive
• Positive Sentiment: Analyst sentiment turned more constructive: Benchmark upgraded Littelfuse, reinforcing the view that the beat + acquisition justify a higher multiple. Analyst support can attract momentum buyers. Benchmark upgrades Littelfuse
• Neutral Sentiment: Company reached a new 52‑week high after the print — confirms the market’s initial positive reaction but increases vulnerability to pullbacks. Littelfuse Reaches New 52-Week High
• Neutral Sentiment: Earnings‑call details (transcripts/highlights) show management pointing to data‑center and grid demand as key drivers and describing integration plans for Basler — useful for validating the revenue cadence but not surprising given prior guidance. Littelfuse Q4 Earnings Call Highlights
• Negative Sentiment: GAAP profitability/margins remain a watch item: despite adjusted EPS strength, the company still reports a negative net margin on GAAP basis — and the stock is trading near its highs, which raises the risk of short‑term profit‑taking or multiple contraction. Q4 earnings call transcript

Littelfuse Stock Performance

LFUS opened at $323.76 on Monday. The company has a market capitalization of $8.06 billion, a price-to-earnings ratio of -111.64, a P/E/G ratio of 2.08 and a beta of 1.43. The business’s 50-day moving average price is $271.00 and its two-hundred day moving average price is $259.66. Littelfuse, Inc. has a 1 year low of $142.10 and a 1 year high of $332.48. The company has a debt-to-equity ratio of 0.29, a current ratio of 2.69 and a quick ratio of 1.91.

Littelfuse (NASDAQ:LFUS) last posted its quarterly earnings data 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 business 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 quarterly revenue was up 12.2% on a year-over-year basis. During the same period last year, the company earned $2.04 earnings per share. Littelfuse has set its Q1 2026 guidance at 2.700-2.900 EPS. Equities analysts expect that Littelfuse, Inc. will post 9.49 EPS for the current fiscal year.

Littelfuse Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, March 5th. Shareholders of record on Thursday, February 19th will be paid a $0.75 dividend. This represents a $3.00 annualized dividend and a yield of 0.9%. The ex-dividend date is Thursday, February 19th. Littelfuse’s payout ratio is presently -103.45%.

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.