Ceredex Value Advisors LLC Makes New Investment in Littelfuse, Inc. $LFUS

Ceredex Value Advisors LLC bought a new position in Littelfuse, Inc. (NASDAQ:LFUS) during the second quarter, according to its most recent 13F filing with the SEC. The fund bought 28,375 shares of the technology company’s stock, valued at approximately $12,920,000. Ceredex Value Advisors LLC owned about 0.11% of Littelfuse as of its most recent SEC filing.

Other hedge funds have also recently made changes to their positions in the company. Royal Bank of Canada grew its position in Littelfuse by 3.6% in the first quarter. Royal Bank of Canada now owns 32,206 shares of the technology company’s stock worth $6,337,000 after acquiring an additional 1,107 shares in the last quarter. Advisors Asset Management Inc. lifted its stake in shares of Littelfuse by 42.0% in the 1st quarter. Advisors Asset Management Inc. now owns 311 shares of the technology company’s stock valued at $61,000 after purchasing an additional 92 shares during the last quarter. AQR Capital Management LLC lifted its stake in shares of Littelfuse by 93.6% in the 1st quarter. AQR Capital Management LLC now owns 20,073 shares of the technology company’s stock valued at $3,892,000 after purchasing an additional 9,706 shares during the last quarter. Geneos Wealth Management Inc. boosted its holdings in shares of Littelfuse by 104.3% in the 1st quarter. Geneos Wealth Management Inc. now owns 333 shares of the technology company’s stock worth $66,000 after purchasing an additional 170 shares during the period. Finally, EverSource Wealth Advisors LLC boosted its holdings in shares of Littelfuse by 652.9% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 527 shares of the technology company’s stock worth $119,000 after purchasing an additional 457 shares during the period. 96.14% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several analysts recently weighed in on LFUS shares. Robert W. Baird increased their price target on Littelfuse from $500.00 to $535.00 and gave the company an “outperform” rating in a report on Friday, June 5th. Wall Street Zen raised shares of Littelfuse from a “buy” rating to a “strong-buy” rating in a research note on Saturday, May 9th. Weiss Ratings upgraded shares of Littelfuse from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Thursday, July 30th. Oppenheimer increased their target price on shares of Littelfuse from $430.00 to $500.00 and gave the company an “outperform” rating in a research note on Thursday, May 7th. Finally, Zacks Research lowered shares of Littelfuse from a “strong-buy” rating to a “hold” rating in a report on Monday, July 13th. Four equities research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $465.83.

Insider Activity at Littelfuse

In related news, Director Anthony Grillo sold 3,000 shares of the firm’s stock in a transaction dated Thursday, June 11th. The shares were sold at an average price of $451.96, for a total value of $1,355,880.00. Following the transaction, the director owned 64,928 shares of the company’s stock, valued at $29,344,858.88. This trade represents a 4.42% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Insiders own 1.00% of the company’s stock.

Littelfuse Price Performance

Shares of LFUS stock opened at $411.97 on Friday. Littelfuse, Inc. has a 52-week low of $233.36 and a 52-week high of $500.57. The company has a debt-to-equity ratio of 0.20, a quick ratio of 2.00 and a current ratio of 2.76. The firm has a market capitalization of $10.46 billion, a P/E ratio of -823.92, a P/E/G ratio of 2.19 and a beta of 1.49. The stock has a 50 day moving average price of $438.21 and a 200 day moving average price of $404.77.

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

Littelfuse Increases Dividend

The business also recently declared 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. The ex-dividend date is Thursday, August 20th. 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 0.8%. Littelfuse’s dividend payout ratio (DPR) is currently -600.00%.

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.