Confluence Investment Management LLC Increases Stock Position in Littelfuse, Inc. $LFUS

Confluence Investment Management LLC raised its position in Littelfuse, Inc. (NASDAQ:LFUS) by 37.1% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 7,217 shares of the technology company’s stock after buying an additional 1,952 shares during the period. Confluence Investment Management LLC’s holdings in Littelfuse were worth $1,825,000 at the end of the most recent quarter.

A number of other large investors have also modified their holdings of the company. Tudor Investment Corp ET AL grew its position in shares of Littelfuse by 98.1% during the 3rd quarter. Tudor Investment Corp ET AL now owns 82,126 shares of the technology company’s stock valued at $21,271,000 after acquiring an additional 40,677 shares during the period. Allworth Financial LP raised its holdings in Littelfuse by 314.0% in the 3rd quarter. Allworth Financial LP now owns 207 shares of the technology company’s stock worth $54,000 after purchasing an additional 157 shares during the period. Swiss Life Asset Management Ltd purchased a new position in Littelfuse during the third quarter worth approximately $300,000. Coldstream Capital Management Inc. boosted its position in Littelfuse by 0.7% during the third quarter. Coldstream Capital Management Inc. now owns 11,320 shares of the technology company’s stock worth $2,932,000 after purchasing an additional 81 shares in the last quarter. Finally, Danske Bank A S acquired a new stake in Littelfuse in the third quarter valued at approximately $104,000. Institutional investors and hedge funds own 96.14% of the company’s stock.

Analysts Set New Price Targets

LFUS has been the subject of several research analyst reports. Wall Street Zen downgraded Littelfuse from a “strong-buy” rating to a “buy” rating in a research note on Saturday, February 21st. UBS Group set a $360.00 price target on shares of Littelfuse in a research note on Thursday, January 29th. Oppenheimer set a $380.00 price target on shares of Littelfuse in a report on Thursday, January 29th. Williams Trading set a $360.00 price objective on shares of Littelfuse in a research report on Thursday, January 29th. Finally, Benchmark raised shares of Littelfuse from a “hold” rating to a “buy” rating and set a $360.00 price objective on the stock in a report on Thursday, January 29th. One equities research analyst has rated the stock with a Strong Buy rating, two have given a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $364.00.

Littelfuse Stock Down 3.6%

Shares of LFUS opened at $320.65 on Friday. The stock has a 50 day moving average price of $329.08 and a 200 day moving average price of $282.27. Littelfuse, Inc. has a one year low of $142.10 and a one year high of $380.00. The company has a debt-to-equity ratio of 0.29, a quick ratio of 1.91 and a current ratio of 2.69. The stock has a market capitalization of $8.07 billion, a price-to-earnings ratio of -110.57, a PEG ratio of 2.14 and a beta of 1.41.

Littelfuse (NASDAQ:LFUS) last announced its quarterly earnings data on Wednesday, January 28th. The technology company reported $2.69 earnings per share for the quarter, beating analysts’ consensus estimates of $2.51 by $0.18. Littelfuse had a positive return on equity of 10.53% and a negative net margin of 3.00%.The company had revenue of $593.93 million for the quarter, compared to analyst estimates of $583.53 million. During the same quarter last year, the firm posted $2.04 EPS. The firm’s revenue for the quarter was up 12.2% on a year-over-year basis. Littelfuse has set its Q1 2026 guidance at 2.700-2.900 EPS. Equities research analysts forecast that Littelfuse, Inc. will post 9.49 earnings per share for the current fiscal year.

Littelfuse Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Thursday, March 5th. Stockholders of record on Thursday, February 19th were paid a $0.75 dividend. This represents a $3.00 annualized dividend and a dividend yield of 0.9%. The ex-dividend date of this dividend was Thursday, February 19th. Littelfuse’s dividend payout ratio (DPR) is currently -103.45%.

Insider Activity

In related news, VP Ryan K. Stafford sold 16,839 shares of the company’s stock in a transaction dated Monday, February 2nd. The shares were sold at an average price of $325.25, for a total transaction of $5,476,884.75. Following the completion of the sale, the vice president owned 28,591 shares of the company’s stock, valued at approximately $9,299,222.75. This represents a 37.07% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CAO Jeffrey G. Gorski sold 3,500 shares of the stock in a transaction dated Thursday, February 5th. The shares were sold at an average price of $330.32, for a total transaction of $1,156,120.00. Following the completion of the sale, the chief accounting officer owned 6,433 shares of the company’s stock, valued at approximately $2,124,948.56. The trade was a 35.24% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 49,012 shares of company stock valued at $16,227,764 in the last ninety days. 2.50% of the stock is currently owned by corporate insiders.

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.