Johnson Investment Counsel Inc. Raises Stake in Littelfuse, Inc. $LFUS

Johnson Investment Counsel Inc. boosted its holdings in shares of Littelfuse, Inc. (NASDAQ:LFUS) by 1.5% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 13,456 shares of the technology company’s stock after acquiring an additional 193 shares during the period. Johnson Investment Counsel Inc. owned 0.05% of Littelfuse worth $3,051,000 at the end of the most recent reporting period.

Other large investors also recently bought and sold shares of the company. First Horizon Advisors Inc. lifted its position in Littelfuse by 228.2% during the 1st quarter. First Horizon Advisors Inc. now owns 128 shares of the technology company’s stock valued at $25,000 after acquiring an additional 89 shares during the period. AlphaQuest LLC purchased a new position in Littelfuse in the first quarter worth about $29,000. Advisors Asset Management Inc. raised its holdings in Littelfuse by 42.0% in the first quarter. Advisors Asset Management Inc. now owns 311 shares of the technology company’s stock worth $61,000 after buying an additional 92 shares during the last quarter. Quarry LP purchased a new position in Littelfuse in the first quarter worth about $63,000. Finally, Fifth Third Bancorp raised its holdings in Littelfuse by 30.5% in the first quarter. Fifth Third Bancorp now owns 325 shares of the technology company’s stock worth $64,000 after buying an additional 76 shares during the last quarter. 96.14% of the stock is owned by hedge funds and other institutional investors.

Littelfuse Stock Down 2.3%

LFUS opened at $249.87 on Monday. The company has a quick ratio of 2.98, a current ratio of 4.06 and a debt-to-equity ratio of 0.30. The firm has a 50 day moving average price of $258.15 and a 200-day moving average price of $224.47. Littelfuse, Inc. has a twelve month low of $142.10 and a twelve month high of $271.81. The stock has a market capitalization of $6.19 billion, a price-to-earnings ratio of 52.06, a PEG ratio of 2.02 and a beta of 1.45.

Littelfuse (NASDAQ:LFUS) last released its quarterly earnings data on Wednesday, July 30th. The technology company reported $2.85 earnings per share for the quarter, beating the consensus estimate of $2.35 by $0.50. Littelfuse had a net margin of 5.30% and a return on equity of 9.74%. The firm had revenue of $613.41 million during the quarter, compared to analysts’ expectations of $571.04 million. During the same period in the previous year, the company earned $1.97 earnings per share. The firm’s quarterly revenue was up 9.8% on a year-over-year basis. Littelfuse has set its Q3 2025 guidance at 2.650-2.850 EPS. Equities research analysts forecast that Littelfuse, Inc. will post 9.49 earnings per share for the current year.

Littelfuse Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, September 4th. Investors of record on Thursday, August 21st were given a dividend of $0.75 per share. This represents a $3.00 annualized dividend and a yield of 1.2%. This is a positive change from Littelfuse’s previous quarterly dividend of $0.70. The ex-dividend date was Thursday, August 21st. Littelfuse’s dividend payout ratio (DPR) is presently 62.50%.

Insider Activity at Littelfuse

In other Littelfuse news, SVP Alexander Conrad sold 13,210 shares of the company’s stock in a transaction that occurred on Monday, August 25th. The shares were sold at an average price of $261.43, for a total value of $3,453,490.30. Following the completion of the transaction, the senior vice president directly owned 3,427 shares in the company, valued at $895,920.61. This represents a 79.40% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director T J. Chung sold 2,343 shares of the company’s stock in a transaction on Monday, August 11th. The stock was sold at an average price of $246.11, for a total transaction of $576,635.73. Following the transaction, the director owned 18,730 shares of the company’s stock, valued at approximately $4,609,640.30. This represents a 11.12% decrease in their position. The disclosure for this sale can be found here. Over the last ninety days, insiders sold 25,759 shares of company stock worth $6,697,362. 2.50% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

Several research analysts have issued reports on LFUS shares. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Littelfuse in a report on Wednesday, October 8th. Baird R W raised shares of Littelfuse from a “hold” rating to a “strong-buy” rating in a report on Friday. Wall Street Zen raised shares of Littelfuse from a “buy” rating to a “strong-buy” rating in a report on Friday, September 5th. Robert W. Baird raised shares of Littelfuse from a “neutral” rating to an “outperform” rating and lifted their target price for the stock from $290.00 to $310.00 in a report on Friday. Finally, Zacks Research cut shares of Littelfuse from a “strong-buy” rating to a “hold” rating in a report on Thursday, October 2nd. One investment analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating and three have issued a Hold rating to the company. According to MarketBeat, Littelfuse presently has an average rating of “Moderate Buy” and a consensus target price of $292.50.

Littelfuse Profile

Littelfuse, Inc designs, manufactures, and sells electronic components, modules, and subassemblies in the Americas, Asia-Pacific, and Europe. The company operates through Electronic, Transportation, and Industrial segments. The Electronics segment offers fuses and fuse accessories, positive temperature coefficient resettable fuses, electromechanical switches and interconnect solutions, polymer electrostatic discharge suppressors, varistors, reed switch based magnetic sensing products, and gas discharge tubes; and discrete transient voltage suppressor (TVS) diodes, TVS diode arrays, protection and switching thyristors, metal-oxide-semiconductor field-effect transistors and diodes, and insulated gate bipolar transistors.