New York State Common Retirement Fund Sells 13,658 Shares of Littelfuse, Inc. $LFUS

New York State Common Retirement Fund cut its stake in shares of Littelfuse, Inc. (NASDAQ:LFUS) by 9.1% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 135,709 shares of the technology company’s stock after selling 13,658 shares during the quarter. New York State Common Retirement Fund’s holdings in Littelfuse were worth $35,150,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently bought and sold shares of LFUS. Blue Trust Inc. raised its holdings in shares of Littelfuse by 1,666.7% during the third quarter. Blue Trust Inc. now owns 106 shares of the technology company’s stock valued at $27,000 after purchasing an additional 100 shares during the period. Huntington National Bank increased 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 buying an additional 90 shares in the last quarter. Traub Capital Management LLC acquired a new position in Littelfuse during the 2nd quarter worth approximately $29,000. Cullen Frost Bankers Inc. acquired a new position in Littelfuse during the 3rd quarter worth approximately $31,000. Finally, Steph & Co. bought a new position in Littelfuse in the third quarter worth approximately $32,000. 96.14% of the stock is owned by institutional investors.

Littelfuse Trading Down 0.8%

Shares of LFUS stock opened at $323.76 on Friday. The company has a debt-to-equity ratio of 0.29, a quick ratio of 3.05 and a current ratio of 2.69. The company has a market capitalization of $8.06 billion, a price-to-earnings ratio of -111.64, a PEG ratio of 2.08 and a beta of 1.43. Littelfuse, Inc. has a 52-week low of $142.10 and a 52-week high of $332.48. The company has a 50-day simple moving average of $271.00 and a two-hundred day simple moving average of $259.24.

Littelfuse (NASDAQ:LFUS) last announced its earnings results on Wednesday, January 28th. The technology company reported $2.69 earnings per share for the quarter, topping analysts’ consensus estimates of $2.51 by $0.18. The firm had revenue of $593.93 million for the quarter, compared to the consensus estimate of $583.53 million. Littelfuse had a positive return on equity of 10.53% and a negative net margin of 3.00%.The company’s revenue was up 12.2% compared to the same quarter last year. During the same quarter in the previous year, the business earned $2.04 EPS. Littelfuse has set its Q1 2026 guidance at 2.700-2.900 EPS. Research analysts anticipate that Littelfuse, Inc. will post 9.49 EPS for the current fiscal year.

Littelfuse Dividend Announcement

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

Wall Street Analysts Forecast Growth

Several equities research analysts have recently commented on the company. Wall Street Zen upgraded Littelfuse from a “buy” rating to a “strong-buy” rating in a report on Monday, January 26th. Robert W. Baird set a $360.00 price target on shares of Littelfuse in a research note on Thursday. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Littelfuse in a research note on Thursday, January 22nd. Oppenheimer set a $380.00 price objective on shares of Littelfuse in a report on Thursday. Finally, Williams Trading set a $360.00 target price on shares of Littelfuse in a report on Thursday. One research analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat.com, Littelfuse currently has an average rating of “Moderate Buy” and a consensus price target of $364.00.

More Littelfuse News

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

Insider Activity

In related news, SVP Deepak Nayar sold 4,454 shares of the stock in a transaction dated Friday, December 5th. The shares were sold at an average price of $259.07, for a total transaction of $1,153,897.78. Following the completion of the transaction, the senior vice president owned 6,009 shares in the company, valued at approximately $1,556,751.63. This represents a 42.57% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, VP Ryan K. Stafford sold 2,162 shares of Littelfuse stock in a transaction dated 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. This represents a 7.03% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 14,034 shares of company stock valued at $3,670,025 in the last ninety days. 2.50% of the stock is currently owned by insiders.

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.