Littelfuse (NASDAQ:LFUS) Rating Increased to Strong-Buy at Zacks Research

Zacks Research upgraded shares of Littelfuse (NASDAQ:LFUS) from a hold rating to a strong-buy rating in a research report sent to investors on Thursday,Zacks.com reports.

Several other research firms have also commented on LFUS. UBS Group set a $360.00 price objective on Littelfuse in a research report on Thursday. Benchmark upgraded shares of Littelfuse from a “hold” rating to a “buy” rating and set a $360.00 target price for the company in a research note on Thursday. Williams Trading set a $360.00 price target on shares of Littelfuse in a report on Thursday. Weiss Ratings restated a “hold (c)” rating on shares of Littelfuse in a research report on Thursday, January 22nd. Finally, Robert W. Baird set a $360.00 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 given a Buy rating and one has given a Hold rating to the company’s stock. According to data from MarketBeat, Littelfuse has a consensus rating of “Buy” and an average target price of $364.00.

Littelfuse Price Performance

Shares of LFUS opened at $323.76 on Thursday. The business’s 50-day moving average is $271.00 and its two-hundred day moving average is $259.24. The company has a market capitalization of $8.06 billion, a P/E ratio of -111.64, a P/E/G ratio of 2.08 and a beta of 1.43. The company has a debt-to-equity ratio of 0.29, a quick ratio of 3.05 and a current ratio of 2.69. Littelfuse has a fifty-two week low of $142.10 and a fifty-two week high of $332.48.

Littelfuse (NASDAQ:LFUS) last issued its quarterly earnings data on Wednesday, January 28th. The technology company reported $2.69 earnings per share (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 during the quarter, compared to analysts’ expectations of $583.53 million. During the same quarter in the previous year, the firm posted $2.04 EPS. The company’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. Research analysts predict that Littelfuse will post 9.49 earnings per share for the current year.

Littelfuse Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, March 5th. Stockholders of record on Thursday, February 19th will be paid a dividend of $0.75 per share. The ex-dividend date of this dividend is Thursday, February 19th. This represents a $3.00 dividend on an annualized basis and a dividend yield of 0.9%. Littelfuse’s payout ratio is currently -103.45%.

Insider Buying and Selling

In other Littelfuse news, VP Ryan K. Stafford sold 2,162 shares of the business’s stock in a transaction that occurred on Thursday, December 11th. The stock was sold at an average price of $268.31, for a total transaction of $580,086.22. Following the completion of the sale, the vice president directly owned 28,591 shares in the company, valued at approximately $7,671,251.21. The trade was a 7.03% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, SVP Deepak Nayar sold 4,454 shares of the stock in a transaction that occurred on Friday, December 5th. The shares were 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 SEC filing for this sale provides additional information. Insiders sold a total of 14,034 shares of company stock worth $3,670,025 in the last 90 days. Insiders own 2.50% of the company’s stock.

Institutional Trading of Littelfuse

Large investors have recently made changes to their positions in the company. State of New Jersey Common Pension Fund D lifted its holdings in Littelfuse by 0.9% in the 4th quarter. State of New Jersey Common Pension Fund D now owns 9,128 shares of the technology company’s stock valued at $2,309,000 after purchasing an additional 81 shares in the last quarter. Keybank National Association OH grew its holdings in shares of Littelfuse by 8.4% during the fourth quarter. Keybank National Association OH now owns 1,981 shares of the technology company’s stock worth $501,000 after buying an additional 154 shares in the last quarter. M&T Bank Corp raised its position in shares of Littelfuse by 4.3% in the fourth quarter. M&T Bank Corp now owns 5,077 shares of the technology company’s stock valued at $1,284,000 after buying an additional 211 shares during the last quarter. Pictet Asset Management Holding SA lifted its stake in shares of Littelfuse by 11.3% in the fourth quarter. Pictet Asset Management Holding SA now owns 3,947 shares of the technology company’s stock worth $998,000 after buying an additional 402 shares in the last quarter. Finally, Vanguard Group Inc. boosted its position in Littelfuse by 1.5% during the fourth quarter. Vanguard Group Inc. now owns 2,969,874 shares of the technology company’s stock worth $751,141,000 after acquiring an additional 44,826 shares during the last quarter. 96.14% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about 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.