Hill City Capital LP Purchases New Position in Littelfuse, Inc. $LFUS

Hill City Capital LP purchased a new stake in Littelfuse, Inc. (NASDAQ:LFUS) during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor purchased 120,000 shares of the technology company’s stock, valued at approximately $54,640,000. Littelfuse accounts for about 1.4% of Hill City Capital LP’s portfolio, making the stock its 15th biggest position. Hill City Capital LP owned about 0.47% of Littelfuse at the end of the most recent reporting period.

Other hedge funds have also recently bought and sold shares of the company. Atlas Capital Advisors Inc. bought a new position in shares of Littelfuse during the fourth quarter worth approximately $27,000. Mitsubishi UFJ Asset Management Co. Ltd. acquired a new stake in Littelfuse during the 2nd quarter worth approximately $51,000. Quarry LP bought a new stake in Littelfuse in the 3rd quarter valued at $36,000. Prosperity Bancshares Inc bought a new stake in Littelfuse in the 4th quarter valued at $36,000. Finally, IFP Advisors Inc grew its holdings in Littelfuse by 292.1% in the 4th quarter. IFP Advisors Inc now owns 149 shares of the technology company’s stock valued at $38,000 after buying an additional 111 shares in the last quarter. 96.14% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Littelfuse

In other news, Director Anthony Grillo sold 3,000 shares of Littelfuse stock in a transaction dated Thursday, June 11th. The shares were sold at an average price of $451.96, for a total transaction of $1,355,880.00. Following the completion of the transaction, the director directly owned 64,928 shares in the company, valued at $29,344,858.88. This trade represents a 4.42% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Company insiders own 1.00% of the company’s stock.

Analyst Upgrades and Downgrades

Several research analysts have weighed in on LFUS shares. Needham & Company LLC reiterated a “buy” rating and set a $520.00 price objective on shares of Littelfuse in a research report on Monday, May 18th. Zacks Research cut shares of Littelfuse from a “strong-buy” rating to a “hold” rating in a research report on Monday, July 13th. Oppenheimer upped their price target 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. Robert W. Baird raised their price target on shares of Littelfuse from $500.00 to $535.00 and gave the stock an “outperform” rating in a research report on Friday, June 5th. Finally, Weiss Ratings upgraded shares of Littelfuse from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Thursday, July 30th. Four analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $465.83.

Littelfuse Stock Performance

LFUS opened at $412.26 on Monday. The company has a market cap of $10.47 billion, a P/E ratio of -824.50, a PEG ratio of 2.18 and a beta of 1.49. The company has a current ratio of 2.76, a quick ratio of 2.00 and a debt-to-equity ratio of 0.20. The company’s 50 day moving average is $437.01 and its 200-day moving average is $405.38. Littelfuse, Inc. has a 1-year low of $233.36 and a 1-year high of $500.57.

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

Littelfuse Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, September 3rd. Shareholders of record on Thursday, August 20th will be issued a dividend of $0.80 per share. The ex-dividend date is Thursday, August 20th. This is a positive change from Littelfuse’s previous quarterly dividend of $0.75. This represents a $3.20 annualized dividend and a yield of 0.8%. Littelfuse’s dividend payout ratio is currently -640.00%.

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.