Littelfuse (LFUS)

• Market cap: $6.25B
• 1 day: -1.33%
• 5 days: 1.19%
• 1 month: 6.27%
• 3 months: 5.49%
• 6 months: -7.10%
• Year to date: 7.27%
• 1 year: 4.49%
• 5 years: 37.87%
• 10 years: 154.91%
• Sector: Industrials
• Industry: Switchgear & Switchboard Apparatus

About: Littelfuse is a primary provider of circuit protection products (such as fuses and relays) into the transportation, industrial, telecommunications, and consumer electronics end markets. The firm is also increasing its power semiconductor business, where it predominantly serves industrial end markets and is breaking into electric vehicle charging infrastructure. Littelfuse has 17,000 global employees.

Employees: 17,000

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

0.01% more ownership

Funds ownership: 96.14% [Q3] → 96.15% (+0.01%) [Q4]

1% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 140

4% less funds holding

Funds holding: 420 [Q3] → 402 (-18) [Q4]

11% less capital invested

Capital invested by funds: $6.32B [Q3] → $5.62B (-$696M) [Q4]

13% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 52

33% less funds holding in top 10

Funds holding in top 10: 3 [Q3] → 2 (-1) [Q4]

59% less call options, than puts

Call options by funds: $1.3M | Put options by funds: $3.16M

Research analyst outlook

1 Wall Street Analyst provided 1 year price targets over the past 3 months

• Low target: $290 15% upside
• Avg. target: $290 15% upside
• High target: $290 15% upside

1 analyst rating

• positive: 1 100%
• neutral: 0 0%
• negative: 0 0%

Baird Luke Junk 54% 1-year accuracy 7 / 13 met price target

15% upside $290

Outperform Maintained

30 Jan 2025