Giverny Capital Inc. Cuts Position in Littelfuse, Inc. $LFUS

Giverny Capital Inc. decreased its holdings in Littelfuse, Inc. (NASDAQ:LFUS) by 8.2% in the second quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 74,125 shares of the technology company’s stock after selling 6,594 shares during the quarter. Littelfuse accounts for about 1.1% of Giverny Capital Inc.’s holdings, making the stock its 27th largest holding. Giverny Capital Inc.’s holdings in Littelfuse were worth $33,751,000 as of its most recent SEC filing.

A number of other hedge funds also recently bought and sold shares of LFUS. Atlas Capital Advisors Inc. purchased a new stake in shares of Littelfuse in the fourth quarter valued at approximately $27,000. Caitlin John LLC acquired a new stake in Littelfuse in the 2nd quarter valued at $33,000. Quarry LP purchased a new stake in Littelfuse in the 3rd quarter worth $36,000. Prosperity Bancshares Inc purchased a new stake in Littelfuse in the 4th quarter worth $36,000. Finally, IFP Advisors Inc raised its position in Littelfuse by 292.1% during the fourth quarter. IFP Advisors Inc now owns 149 shares of the technology company’s stock worth $38,000 after acquiring an additional 111 shares during the period. Hedge funds and other institutional investors own 96.14% of the company’s stock.

Insider Activity

In related news, Director Anthony Grillo sold 3,000 shares of Littelfuse 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 transaction, the director owned 64,928 shares in the company, valued at approximately $29,344,858.88. This trade represents a 4.42% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. 1.00% of the stock is owned by company insiders.

Littelfuse Stock Performance

Shares of LFUS opened at $419.07 on Monday. Littelfuse, Inc. has a 52-week low of $233.36 and a 52-week high of $500.57. The stock has a market cap of $10.64 billion, a PE ratio of -838.12, a price-to-earnings-growth ratio of 2.21 and a beta of 1.47. The firm’s fifty day moving average is $424.96 and its two-hundred day moving average is $409.90. The company has a quick ratio of 2.00, a current ratio of 2.76 and a debt-to-equity ratio of 0.20.

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

Littelfuse Increases Dividend

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

Wall Street Analyst Weigh In

LFUS has been the topic of several research analyst reports. Zacks Research lowered shares of Littelfuse from a “strong-buy” rating to a “hold” rating in a research report on Monday, July 13th. Robert W. Baird upped their price target on shares of Littelfuse from $500.00 to $535.00 and gave the stock an “outperform” rating in a research report on Friday, June 5th. Needham & Company LLC reaffirmed a “buy” rating and issued a $520.00 price target on shares of Littelfuse in a research note on Monday, May 18th. Finally, Weiss Ratings upgraded Littelfuse from a “sell (d+)” rating to a “hold (c-)” rating in a report on Thursday, July 30th. Four research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $465.83.

Littelfuse 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.