LITTELFUSE INC /DE
In the published model solve dated 2026-Q2, anchored at $413.52, LITTELFUSE INC /DE (LFUS) is priced for today's economics sustained for ~8.4 years. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 24, 2026 from SEC EDGAR filings.
• Circuit protection is a low-cost, high-consequence component that gets designed into a board and stays there, which is why this company holds mid-teens operating margins across markets as unlike each other as passenger cars, factory switchgear and data-center power. • The trailing twelve months show a GAAP loss, and the reason is a $301 million non-cash goodwill write-off against the semiconductor product business taken in the fourth quarter of 2025 [Source: Littelfuse Q4 and full year 2025 r
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512 institutional managers reported holding LFUS in 13F filings for the quarter ended 2026-03-31. 90 opened new positions that quarter. Held by Vanguard Group, BlackRock, State Street, among others. On the short side, 613k shares were sold short as of the 2026-06-15 count, about 2% of shares outstanding (2.2 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
LFUS's share count grew 2% over the past five years even with $68.42M spent on repurchases. It pays a dividend, and has paid one every year in our records (15 and counting), raised 2 years straight; the current rate is $2.90 a share annually. Cash returned over the past three years: $190.26M in dividends and $68.42M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at LFUS over the trailing three years: 2025: 4 buys totaling $4.09M. 22 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
LFUS's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-03 | -13.2% | -8.4% |
| 2023-11-02 | +4.7% | +9.8% |
| 2024-02-17 | +1.4% | -8.3% |
| 2024-05-02 | -1.1% | +5.7% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
LFUS's latest 8-K filings: 2026-07-29 (items 2.02, 7.01, 9.01); 2026-05-14 (items 7.01, 9.01); 2026-05-06 (items 2.02, 7.01, 9.01); 2026-04-28 (items 5.02, 5.07, 9.01); 2026-03-13 (items 1.01, 2.03, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 24, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.