Lido Advisors LLC Buys New Shares in Littelfuse, Inc. $LFUS

Lido Advisors LLC purchased a new stake in shares of Littelfuse, Inc. (NASDAQ:LFUS) during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor purchased 1,494 shares of the technology company’s stock, valued at approximately $507,000.

A number of other large investors have also recently bought and sold shares of LFUS. Key Capital Management INC acquired a new stake in Littelfuse during the fourth quarter worth approximately $25,000. Atlas Capital Advisors Inc. acquired a new position in Littelfuse in the fourth quarter valued at approximately $27,000. V Square Quantitative Management LLC bought a new position in shares of Littelfuse during the 4th quarter worth approximately $30,000. Quarry LP bought a new position in shares of Littelfuse during the 3rd quarter worth approximately $36,000. Finally, Prosperity Bancshares Inc acquired a new stake in shares of Littelfuse during the 4th quarter worth approximately $36,000. 96.14% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Littelfuse

Here are the key news stories impacting Littelfuse this week:

• Positive Sentiment: Q2 earnings and revenue beat estimates. Adjusted EPS was $4.19 versus the $3.78 consensus, while revenue reached $738.8 million—up 20.4% year over year and above expectations of approximately $703.4 million. Organic growth was 14%. Littelfuse Q2 earnings and revenues surpass estimates
• Positive Sentiment: Management raised its third-quarter outlook substantially. Littelfuse expects revenue of $780 million to $800 million and EPS of $4.85 to $5.05, ahead of analyst estimates of about $722.7 million in revenue and $3.93 EPS. The forecast is supported by record bookings and strong demand. Littelfuse raises third-quarter outlook
• Positive Sentiment: Growth was broad across key businesses. Electronics sales rose 21%, Industrial sales surged 52%, and Transportation sales increased 2%. Management highlighted data-center demand, an industrial recovery and contributions from the Basler acquisition; Basler’s 2026 revenue outlook was raised to $135 million-$140 million. LFUS earnings call highlights data center growth
• Positive Sentiment: Shareholder returns improved. Littelfuse raised its quarterly dividend 6.7% to $0.80 per share, payable September 3 to shareholders of record on August 20. Littelfuse raises quarterly dividend
• Negative Sentiment: Insider trading remains a cautionary signal. Reported open-market insider activity over the past six months included 48 sales and no purchases. This does not offset the earnings catalyst but may temper investor enthusiasm.

Insider Buying and Selling

In other Littelfuse news, Director Anthony Grillo sold 3,000 shares of the firm’s stock in a transaction 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 directly owned 64,928 shares in the company, valued at approximately $29,344,858.88. This trade represents a 4.42% 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, SVP Maggie Chu sold 11,397 shares of the business’s stock in a transaction dated Wednesday, May 20th. The stock was sold at an average price of $435.48, for a total transaction of $4,963,165.56. Following the transaction, the senior vice president owned 6,001 shares in the company, valued at approximately $2,613,315.48. This trade represents a 65.51% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 1.00% of the stock is owned by company insiders.

Analyst Ratings Changes

A number of research firms have commented on LFUS. Zacks Research cut shares of Littelfuse from a “strong-buy” rating to a “hold” rating in a report on Monday, July 13th. Oppenheimer upped their price objective on shares of Littelfuse from $430.00 to $500.00 and gave the company an “outperform” rating in a report on Thursday, May 7th. Needham & Company LLC reissued a “buy” rating and set a $520.00 price objective on shares of Littelfuse in a research report on Monday, May 18th. Robert W. Baird boosted their target price on Littelfuse from $500.00 to $535.00 and gave the company an “outperform” rating in a research report on Friday, June 5th. Finally, Williams Trading set a $520.00 price target on Littelfuse in a research note on Thursday, May 7th. Four equities research analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $465.83.

Littelfuse Stock Performance

LFUS opened at $442.00 on Friday. Littelfuse, Inc. has a 1-year low of $233.36 and a 1-year high of $500.57. The company has a market cap of $11.18 billion, a price-to-earnings ratio of -883.98, a PEG ratio of 2.30 and a beta of 1.49. The company’s fifty day moving average price is $443.56 and its two-hundred day moving average price is $388.66. The company has a current ratio of 2.76, a quick ratio of 1.82 and a debt-to-equity ratio of 0.20.

Littelfuse (NASDAQ:LFUS) last posted its earnings results on Wednesday, July 29th. The technology company reported $4.19 earnings per share for the quarter, topping analysts’ consensus estimates of $3.78 by $0.41. Littelfuse had a negative net margin of 0.31% and a positive return on equity of 13.02%. The company had revenue of $738.78 million for the quarter, compared to analyst estimates of $703.38 million. During the same quarter in the prior year, the business posted $2.30 EPS. The firm’s revenue was up 20.4% compared to the same quarter last year. Littelfuse has set its Q3 2026 guidance at 4.850-5.050 EPS. On average, analysts expect that Littelfuse, Inc. will post 14.86 EPS for the current fiscal year.

Littelfuse Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, September 3rd. Stockholders of record on Thursday, August 20th will be issued a $0.80 dividend. This is a boost from Littelfuse’s previous quarterly dividend of $0.75. This represents a $3.20 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date is Thursday, August 20th. Littelfuse’s dividend payout ratio is -177.51%.

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.