Vulcan Value Partners LLC Sells 60,659 Shares of Littelfuse, Inc. $LFUS

Posted by Brian Himes on Sep 8th, 2026

Vulcan Value Partners LLC cut its holdings in shares of Littelfuse, Inc. (NASDAQ:LFUS – Free Report) by 77.7% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 17,448 shares of the technology company’s stock after selling 60,659 shares during the quarter. Vulcan Value Partners LLC owned approximately 0.07% of Littelfuse worth $7,945,000 as of its most recent SEC filing.

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

Littelfuse Price Performance

Shares of NASDAQ LFUS traded up $3.88 during mid-day trading on Tuesday, hitting $422.95. 140,800 shares of the company’s stock traded hands, compared to its average volume of 300,680. The company has a debt-to-equity ratio of 0.20, a current ratio of 2.76 and a quick ratio of 2.00. Littelfuse, Inc. has a 1 year low of $233.36 and a 1 year high of $500.57. The company’s 50-day moving average is $424.36 and its two-hundred day moving average is $410.39. The company has a market capitalization of $10.74 billion, a P/E ratio of -845.88, a PEG ratio of 2.21 and a beta of 1.47.

Littelfuse (NASDAQ:LFUS – Get Free Report) last announced its earnings results on Wednesday, July 29th. The technology company reported $4.19 EPS for the quarter, topping analysts’ consensus estimates 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 firm had revenue of $738.78 million during the quarter, compared to analysts’ expectations of $703.38 million. During the same quarter in the previous year, the business earned $2.30 EPS. The company’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. On average, equities analysts anticipate that Littelfuse, Inc. will post 15.78 EPS for the current fiscal year.

Littelfuse Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, September 3rd. Shareholders of record on Thursday, August 20th were given a dividend of $0.80 per share. This represents a $3.20 annualized dividend and a dividend yield of 0.8%. This is a boost from Littelfuse’s previous quarterly dividend of $0.75. The ex-dividend date was Thursday, August 20th. Littelfuse’s dividend payout ratio (DPR) is presently -640.00%.

Insider Activity at Littelfuse

In other news, Director Anthony Grillo sold 3,000 shares of the stock in a transaction that occurred on Thursday, June 11th. The stock was sold at an average price of $451.96, for a total value of $1,355,880.00. Following the sale, the director directly owned 64,928 shares in the company, valued at approximately $29,344,858.88. This represents a 4.42% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Corporate insiders own 1.00% of the company’s stock.

Analysts Set New Price Targets

LFUS has been the topic of several research analyst reports. Weiss Ratings upgraded shares of Littelfuse from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Thursday, July 30th. Robert W. Baird boosted their target price on Littelfuse from $500.00 to $535.00 and gave the stock an “outperform” rating in a research report on Friday, June 5th. Zacks Research lowered Littelfuse from a “strong-buy” rating to a “hold” rating in a research note on Monday, July 13th. Finally, Needham & Company LLC restated a “buy” rating and set a $520.00 price target on shares of Littelfuse in a report on Monday, May 18th. Four investment analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $465.83.

Read Our Latest Stock Analysis on LFUS

Littelfuse Profile

(Free Report)

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.