Silvercrest Asset Management Group Adds $26M in Littelfuse, Inc. ($LFUS)

Silvercrest Asset Management Group has increased its investment in Littelfuse, Inc. (NasdaqGS: LFUS) by adding 55,182 shares. This move boosts its total holdings by 18.7% to 350,856 shares, valued at approximately $165.7 million as of the latest SEC filing for the reporting period.

What Changed in Silvercrest Asset Management's Littelfuse Position

Silvercrest Asset Management's decision to add 55,182 shares of Littelfuse brings its total holdings to 350,856 shares. This represents an 18.7% increase from its previous position of 295,674 shares. The value of this position is now about $165.7 million, reflecting a significant commitment to the electronic components maker.

Other Institutional Activity in Littelfuse

Several other major funds have also adjusted their positions in Littelfuse. BlackRock, Inc. increased its stake by 62,287 shares, holding a total of 2,349,035 shares valued at approximately $797.1 million. Vanguard Portfolio Management LLC and Vanguard Capital Management LLC both added to their holdings, now owning 1,567,077 shares and 1,126,270 shares, worth $531.8 million and $382.2 million, respectively. Van Lanschot Kempen Investment Management N.V. made a modest increase of 2,216 shares, bringing its total to 982,714 shares valued at $333.5 million. Meanwhile, Neuberger Berman Group LLC reduced its position by 102,897 shares, holding 741,183 shares worth about $251.5 million.

Littelfuse Stock Snapshot

Shares of Littelfuse traded at $472.14 recently. The company has a market cap of $11.94 billion and a forward P/E ratio of 27.35, suggesting investor confidence in its future earnings potential. Littelfuse's beta of 1.488 indicates its stock is more volatile than the market. The 52-week trading range shows a low of $215.16 and a high of $500.57, with current 50-day and 200-day moving averages at $427.05 and $320.35, respectively. The company maintains a healthy balance sheet with a current ratio of 2.61 and a quick ratio of 1.64.

Recent Earnings

Littelfuse reported revenue of about $2.49 billion, with a growth rate of 18.5%. Despite this, the company posted a negative net margin of 1.6% and a return on equity of -1.6%, reflecting some challenges. Investors will be looking for improvements in the next earnings report scheduled for July 29, 2026.

Dividend

Littelfuse offers an annual dividend rate of $3.00, yielding 0.64%. The dividend payout ratio stands at 60%, indicating a balanced approach to returning capital to shareholders while retaining earnings for growth.

Insider Buying and Selling at Littelfuse, Inc.

Recent insider activity at Littelfuse includes a sale by Anthony Grillo of 3,000 shares on June 11, 2026, at an average price of $451.96. Several insiders, including Anne-Marie D'Angelo and William Noglows, made small purchases on June 4, 2026, buying shares at $480.24 each.

Analysts Set New Price Targets

Analysts remain bullish on Littelfuse. On June 5, 2026, Baird maintained its 'buy' rating with a price target of $535. Oppenheimer and Needham also maintained 'buy' ratings with targets of $500 and $520, respectively. The consensus recommendation is a 'buy', with an average target price of $486.25 based on four analyst opinions.

About Littelfuse

Littelfuse, Inc., headquartered in Rosemont, Illinois, is a leading designer and manufacturer of electronic components and modules. The company operates through three segments: Electronics, Transportation, and Industrial, providing a wide array of products from fuses to sensors and protection devices. With a global workforce of 17,000 employees, Littelfuse serves a diverse range of markets including automotive, industrial, and consumer electronics.

Bottom Line

Silvercrest Asset Management's increased stake in Littelfuse highlights confidence in the company's growth potential. As always, it's important to remember that 13F filings show historical positions and may not reflect current holdings. Investors will watch upcoming earnings and market trends closely for further insights.