New York State Common Retirement Fund Has $35.15 Million Stock Position in Littelfuse, Inc. $LFUS

New York State Common Retirement Fund cut its holdings in shares of Littelfuse, Inc. (NASDAQ:LFUS) by 9.1% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 135,709 shares of the technology company’s stock after selling 13,658 shares during the period. New York State Common Retirement Fund owned about 0.54% of Littelfuse worth $35,150,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently modified their holdings of LFUS. Blue Trust Inc. boosted its stake in Littelfuse by 1,666.7% in the third quarter. Blue Trust Inc. now owns 106 shares of the technology company’s stock valued at $27,000 after buying an additional 100 shares in the last quarter. Cullen Frost Bankers Inc. acquired a new stake in shares of Littelfuse in the 3rd quarter valued at approximately $31,000. Steph & Co. acquired a new stake in shares of Littelfuse in the 3rd quarter valued at approximately $32,000. Huntington National Bank grew its holdings in shares of Littelfuse by 264.7% during the 2nd quarter. Huntington National Bank now owns 124 shares of the technology company’s stock valued at $28,000 after purchasing an additional 90 shares during the last quarter. Finally, Traub Capital Management LLC acquired a new position in Littelfuse during the 2nd quarter worth approximately $29,000. Institutional investors own 96.14% of the company’s stock.

Analyst Upgrades and Downgrades

A number of analysts have weighed in on the stock. Williams Trading set a $360.00 target price on shares of Littelfuse in a research note on Thursday. Robert W. Baird 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 for the company in a report on Thursday. Oppenheimer set a $380.00 price target on Littelfuse in a research note on Thursday. Finally, Wall Street Zen upgraded Littelfuse from a “buy” rating to a “strong-buy” rating in a report on Monday, January 26th. One analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $364.00.

Insider Activity at Littelfuse

In other news, SVP Deepak Nayar sold 4,454 shares of the business’s stock in a transaction dated Friday, December 5th. The stock was 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 $1,556,751.63. The trade was a 42.57% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, VP Ryan K. Stafford sold 2,162 shares of the company’s stock in a transaction dated Thursday, December 11th. The shares were sold at an average price of $268.31, for a total value of $580,086.22. Following the sale, the vice president owned 28,591 shares in the company, 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. Insiders have sold a total of 14,034 shares of company stock worth $3,670,025 over the last quarter. Company insiders own 2.50% of the company’s stock.

Littelfuse Trading Down 0.8%

Shares of LFUS stock opened at $323.76 on Friday. Littelfuse, Inc. has a 1-year low of $142.10 and a 1-year high of $332.48. The company has a current ratio of 2.69, a quick ratio of 3.05 and a debt-to-equity ratio of 0.29. The stock has a market cap of $8.06 billion, a price-to-earnings ratio of -111.64, a PEG ratio of 2.08 and a beta of 1.43. The stock has a 50-day moving average of $271.00 and a 200-day moving average of $259.24.

Littelfuse (NASDAQ:LFUS) last announced its earnings results on Wednesday, January 28th. The technology company reported $2.69 EPS for the quarter, beating the consensus estimate 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 business had revenue of $593.93 million for the quarter, compared to analysts’ expectations of $583.53 million. During the same period in the prior year, the business posted $2.04 earnings per share. The firm’s revenue was up 12.2% on a year-over-year basis. Littelfuse has set its Q1 2026 guidance at 2.700-2.900 EPS. On average, equities research analysts forecast that Littelfuse, Inc. will post 9.49 earnings per share for the current year.

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. This represents a $3.00 dividend on an annualized basis and a yield of 0.9%. The ex-dividend date of this dividend is Thursday, February 19th. Littelfuse’s dividend payout ratio (DPR) is currently -103.45%.

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

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.