Littelfuse (LFUS) is down 7.3% today. Here is some analysis on what might have caused this price movement.
Analysis: The most likely explanation is that investors are taking profits and rotating out of the name after a strong post-earnings run, rather than reacting to a fresh company-specific negative announcement. The latest confirmed corporate update was actually upbeat, so this could be because broader weakness in industrial and semiconductor-related shares is pressuring a stock that had rallied sharply after results. ([investor.littelfuse.com](https://investor.littelfuse.com/news/news-details/2026/Littelfuse-Reports-Second-Quarter-Results-for-2026/default.aspx?utm_source=openai))
Details:
Sources:
Littelfuse Investor Relations, Stock Analysis, AP ([investor.littelfuse.com](https://investor.littelfuse.com/news/news-details/2026/Littelfuse-Reports-Second-Quarter-Results-for-2026/default.aspx?utm_source=openai))
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 23 times in the past 6 months. Of those trades, 0 have been purchases and 23 have been sales.
Here’s a breakdown of recent trading of $LFUS stock by insiders over the last 6 months:
- MAGGIE CHU (SVP, CHRO) has made 0 purchases and 6 sales selling 12,494 shares for an estimated $5,394,919.
- PETER SUNG-JIP KIM (SVP & GM Industrial Business) has made 0 purchases and 2 sales selling 10,171 shares for an estimated $4,944,833.
- DEEPAK NAYAR (SVP & GM Electronics Business) has made 0 purchases and 3 sales selling 5,911 shares for an estimated $2,640,916.
- ANTHONY GRILLO has made 0 purchases and 5 sales selling 3,000 shares for an estimated $1,355,867.
- 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.) sold 506 shares for an estimated $225,250
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 288 institutional investors add shares of $LFUS stock to their portfolio, and 273 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC added 321,681 shares (+inf%) to their portfolio in Q2 2026, for an estimated $146,471,009
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 316,657 shares (+inf%) to their portfolio in Q2 2026, for an estimated $144,183,431
- JANE STREET GROUP, LLC added 284,723 shares (+449.9%) to their portfolio in Q2 2026, for an estimated $129,642,923
- NEUBERGER BERMAN GROUP LLC removed 273,321 shares (-36.9%) from their portfolio in Q2 2026, for an estimated $124,451,250
- INVESCO LTD. added 251,621 shares (+176.8%) to their portfolio in Q2 2026, for an estimated $114,570,589
- D1 CAPITAL PARTNERS L.P. added 224,164 shares (+inf%) to their portfolio in Q2 2026, for an estimated $102,068,594
- SEGALL BRYANT & HAMILL, LLC added 204,018 shares (+inf%) to their portfolio in Q2 2026, for an estimated $92,895,515
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.
