Littelfuse shares rise as investors react to strong second-quarter results

Littelfuse (LFUS) is up 5.9% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely catalyst is a stronger-than-expected second-quarter report released on July 29, 2026. The company appears to have topped its own prior outlook, with solid sales growth, margin expansion, and broad demand strength across parts of the portfolio, which likely encouraged investors.

Details:

Littelfuse had told investors in May to expect second-quarter sales of $690 million to $710 million and adjusted diluted EPS of $3.65 to $3.85.

For the June quarter, the company reported net sales of $739 million, up 20% year over year, with organic growth of 14%.

GAAP diluted EPS was $3.49 and adjusted diluted EPS was $4.19, both helped by stronger operating performance and execution.

Management highlighted broad-based demand strength, while earlier company materials had pointed to momentum in areas such as data center, grid and utility infrastructure, and contributions from the Basler acquisition.

Sources:

Littelfuse, SEC, MarketBeat

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$LFUS Insider Trading Activity

$LFUS insiders have traded $LFUS stock on the open market 48 times in the past 6 months. Of those trades, 0 have been purchases and 48 have been sales.

Here’s a breakdown of recent trading of $LFUS stock by insiders over the last 6 months:

PETER SUNG-JIP KIM (SVP & GM Industrial Business) has made 0 purchases and 6 sales selling 15,659 shares for an estimated $6,735,818.
MAGGIE CHU (SVP, CHRO) has made 0 purchases and 7 sales selling 14,555 shares for an estimated $6,068,269.
DEEPAK NAYAR (SVP & GM Electronics Business) has made 0 purchases and 9 sales selling 14,786 shares for an estimated $5,494,661.
RYAN K STAFFORD (Executive VP, CLO & Corp Sec) has made 0 purchases and 3 sales selling 16,839 shares for an estimated $5,476,873.
ANTHONY GRILLO has made 0 purchases and 8 sales selling 8,000 shares for an estimated $3,087,086.
JEFFREY G GORSKI (SVP & Chief Accounting Officer) has made 0 purchases and 6 sales selling 6,000 shares for an estimated $2,023,362.
GORDON HUNTER has made 0 purchases and 5 sales selling 2,946 shares for an estimated $1,316,769.
KRISTINA A. CERNIGLIA sold 2,343 shares for an estimated $863,114
DAVID RUPPEL (SVP & GM Transportation Bus.) has made 0 purchases and 3 sales selling 2,001 shares for an estimated $705,401.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

$LFUS Hedge Fund Activity

We have seen 229 institutional investors add shares of $LFUS stock to their portfolio, and 199 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

BARROW HANLEY MEWHINNEY & STRAUSS LLC removed 567,010 shares (-55.4%) from their portfolio in Q1 2026, for an estimated $192,414,843
ALLIANCEBERNSTEIN L.P. added 289,941 shares (+917.5%) to their portfolio in Q1 2026, for an estimated $98,391,478
CORIENT PRIVATE WEALTH LLC removed 184,015 shares (-95.1%) from their portfolio in Q1 2026, for an estimated $62,445,490
ANALOG CENTURY MANAGEMENT LP added 153,997 shares (+inf%) to their portfolio in Q1 2026, for an estimated $52,258,881
SOUTHPOINT CAPITAL ADVISORS LP added 150,000 shares (+inf%) to their portfolio in Q1 2026, for an estimated $50,902,500
ACK ASSET MANAGEMENT LLC added 135,000 shares (+inf%) to their portfolio in Q1 2026, for an estimated $45,812,250
VULCAN VALUE PARTNERS, LLC removed 114,105 shares (-59.4%) from their portfolio in Q1 2026, for an estimated $38,721,531

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$LFUS Analyst Ratings

Wall Street analysts have issued reports on $LFUS in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Needham issued a "Buy" rating on 05/01/2026

To track analyst ratings and price targets for $LFUS, check out Quiver Quantitative's $LFUS forecast page.

$LFUS Price Targets

Multiple analysts have issued price targets for $LFUS recently. We have seen 3 analysts offer price targets for $LFUS in the last 6 months, with a median target of $520.0.

Here are some recent targets:

Luke Junk from Baird set a target price of $535.0 on 06/05/2026
David Williams from Needham set a target price of $520.0 on 05/18/2026
Christopher Glynn from Oppenheimer set a target price of $500.0 on 05/07/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.