Littelfuse (NASDAQ:LFUS) Upgraded at Wall Street Zen

Wall Street Zen upgraded shares of Littelfuse (NASDAQ:LFUS) from a buy rating to a strong-buy rating in a report released on Monday morning.

A number of other research analysts have also commented on the company. Zacks Research lowered Littelfuse from a “strong-buy” rating to a “hold” rating in a research report on Thursday, October 2nd. Robert W. Baird upgraded Littelfuse from a “neutral” rating to an “outperform” rating and upped their target price for the company from $290.00 to $310.00 in a report on Friday, October 10th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Littelfuse in a research note on Thursday, January 22nd. Benchmark reiterated a “hold” rating on shares of Littelfuse in a report on Thursday, October 30th. Finally, Oppenheimer boosted their price objective on shares of Littelfuse from $325.00 to $360.00 and gave the company an “outperform” rating in a research report on Friday, January 16th. One analyst has rated the stock with a Strong Buy rating, one has issued a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $335.00.

Littelfuse Trading Up 6.1%

NASDAQ:LFUS opened at $314.25 on Monday. The firm has a market capitalization of $7.82 billion, a P/E ratio of 59.86, a P/E/G ratio of 1.97 and a beta of 1.43. The company has a quick ratio of 3.05, a current ratio of 4.00 and a debt-to-equity ratio of 0.30. The company has a fifty day moving average of $267.52 and a 200 day moving average of $258.12. Littelfuse has a 52 week low of $142.10 and a 52 week high of $332.48.

Littelfuse (NASDAQ:LFUS) last announced its quarterly earnings results on Wednesday, January 28th. The technology company reported $2.69 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.51 by $0.18. The business had revenue of $593.93 million for the quarter, compared to analyst estimates of $583.53 million. Littelfuse had a net margin of 5.66% and a return on equity of 9.89%. The company’s revenue was up 12.2% on a year-over-year basis. During the same quarter last year, the firm earned $2.04 EPS. Littelfuse has set its Q1 2026 guidance at 2.700-2.900 EPS. On average, research analysts predict that Littelfuse will post 9.49 earnings per share for the current year.

Littelfuse Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, March 5th. Shareholders of record on Thursday, February 19th will be given a dividend of $0.75 per share. The ex-dividend date of this dividend is Thursday, February 19th. This represents a $3.00 annualized dividend and a yield of 1.0%. Littelfuse’s dividend payout ratio (DPR) is currently 57.14%.

Insider Activity

In related news, SVP Peter Sung-Jip Kim sold 2,049 shares of the business’s stock in a transaction dated Thursday, December 11th. The shares were sold at an average price of $270.02, for a total transaction of $553,270.98. Following the sale, the senior vice president owned 10,175 shares of the company’s stock, valued at $2,747,453.50. The trade was a 16.76% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, VP Ryan K. Stafford sold 2,162 shares of the firm’s stock in a transaction that occurred on Thursday, December 11th. The shares were sold at an average price of $268.31, for a total transaction of $580,086.22. Following the transaction, the vice president directly owned 28,591 shares of the company’s stock, valued at $7,671,251.21. This represents a 7.03% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 14,034 shares of company stock worth $3,670,025. Corporate insiders own 2.50% of the company’s stock.

Institutional Trading of Littelfuse

A number of institutional investors and hedge funds have recently bought and sold shares of LFUS. Key Capital Management INC purchased a new stake in shares of Littelfuse during the fourth quarter valued at approximately $25,000. Blue Trust Inc. raised its holdings in Littelfuse by 1,666.7% in the 3rd quarter. Blue Trust Inc. now owns 106 shares of the technology company’s stock worth $27,000 after acquiring an additional 100 shares during the last quarter. Huntington National Bank lifted its position in Littelfuse by 264.7% in the 2nd quarter. Huntington National Bank now owns 124 shares of the technology company’s stock valued at $28,000 after acquiring an additional 90 shares in the last quarter. Traub Capital Management LLC purchased a new stake in Littelfuse during the 2nd quarter valued at $29,000. Finally, V Square Quantitative Management LLC purchased a new stake in Littelfuse during the 4th quarter valued at $30,000. 96.14% of the stock is currently owned by institutional investors.

More Littelfuse News

Here are the key news stories impacting Littelfuse this week:

• Positive Sentiment: Q4 results beat expectations — LFUS reported $2.69 EPS vs. $2.51 estimate and revenue of $593.9M (up 12.2% YoY), signaling solid demand and margin expansion. Littelfuse (LFUS) Surpasses Q4 Earnings and Revenue Estimates
• Positive Sentiment: Q1 revenue guidance raised above Street — company guided Q1 revenue to about $625M–$645M vs. consensus ~$610M, suggesting continued top-line momentum even as EPS guidance (2.70–2.90) sits around consensus. Press Release / Guidance Slide Deck
• Positive Sentiment: Quarterly dividend declared — LFUS announced a $0.75 quarterly dividend (annualized yield ~1.0%), a cash-return signal that can support investor confidence.
• Positive Sentiment: Short interest fell in January — outstanding shorts dropped ~14% month-over-month to ~691K shares, reducing a near-term bearish pressure and potentially amplifying upside on positive news.
• Neutral Sentiment: Earnings call highlighted growth amid some challenges — management emphasized diversified end-market strength and strategic investments but flagged industry headwinds; useful context for assessing sustainability of the beat. Littelfuse Earnings Call: Growth Strength Amid Challenges
• Neutral Sentiment: Full call transcript and materials available — investors can review the detailed Q&A, slide deck and transcript for granularity on end-market demand and margin drivers. LFUS Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Market commentary and coverage — analysts and commentators are highlighting the stock’s multi-year strength and the recent breakout; these narratives can attract momentum traders but warrant verification against fundamentals. Overlooked Stock: LFUS 4-Year High

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.