LFUS Littelfuse Inc

Copeland Capital Management LLC has designated Littelfuse, Inc. (NASDAQ:LFUS) as its sixth-largest holding, despite trimming its stake by 4.8% in Q3 to 317,171 shares. Littelfuse reported strong Q3 earnings, beating EPS and revenue expectations, and provided optimistic Q4 2025 guidance. The stock maintains a "Moderate Buy" consensus rating from analysts, with institutional ownership high at 96.14%.

Harbor Capital Advisors Inc. significantly reduced its stake in Littelfuse, Inc. (LFUS) by 71.1% in Q3, selling 6,794 shares and now holding 2,767 shares valued at $717,000. This comes as company insiders have sold over 14,000 shares for $3.67 million in the past 90 days. Despite the insider selling and institutional adjustments, Littelfuse beat Q3 EPS estimates, issued positive Q4 guidance, and maintains a "Moderate Buy" consensus rating with an average target price of $292.50.

Wedge Capital Management L L P NC reduced its stake in Littelfuse, Inc. by 21.4% in Q3, selling 3,912 shares and retaining 14,338 shares valued at $3.714 million. Littelfuse reported strong Q3 earnings, beating analyst estimates with $2.95 EPS and $624.6M in revenue, and insiders have been net sellers, offloading 14,034 shares worth approximately $3.67 million in the past 90 days. The company recently declared a quarterly dividend of $0.75 per share and analysts currently rate the stock as a "Moderate Buy" with an average target price of $292.50.

Littelfuse has introduced the TPSMB Asymmetrical Series TVS Diodes, a groundbreaking single-component solution for 12V battery anti-reverse protection in automotive applications. These new diodes offer superior performance with asymmetrical clamping, enabling lower-rated MOSFETs or diodes, which reduces conduction losses and BOM costs. The AEC-Q101 compliant devices are suitable for a wide range of automotive systems, simplifying PCB design and improving reliability.

Littelfuse has released a new family of six automotive-qualified open-loop hall-effect current sensors designed for electric and hybrid vehicles. These sensors provide accurate, isolated current measurement with analog or digital outputs for battery-management, motor-control, and pyro-fuse safety systems. The solutions offer high accuracy, fast response, and meet functional-safety standards, including some models capable of ASIL-C.

Littelfuse (LFUS) has seen steady share gains, outperforming many industrial tech peers, with its stock up about 9% year-to-date. Despite a recent pullback, the company is considered "17.1% Undervalued" with a fair value of $307.50 according to a popular narrative, driven by its position in renewable energy infrastructure. However, its current P/E ratio of 53.5x appears stretched compared to industry averages, raising concerns about multiple compression if growth falters.