LFUS
Littelfuse, Inc.Technology · $10.1B market cap
Verdict
Share price
$456.53
close of Oct 3, 2026
Fair value
$136.11
Sticker Price
Payback Price
$54.45
buy price
LFUS is Overpriced: at $456.53 it trades 235% above its fair value of $136.11. Its buy price (Payback Price) is $54.45, 88% below today's price. Business quality is strong: 4 of 5 key numbers clear the 10% bar.
How we valued it
Buffett Normalized. A profitable, growing business, so we project its earnings 10 years ahead and work out what that is worth today.
Business quality
4 of 5 clear the 10% bar. What are the Big Five?
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7 of the investors we track hold LFUS. In Q2 2026, 1 opened a position, 1 added and 3 trimmed. Who we track
Mairs & Power Funds
Mairs & Power Funds · as of Q2 2026
$274.2M
602,104 shares
John Rogers
Ariel Investments · as of Q2 2026
$74.4M
163,376 shares
Francois Rochon
Giverny Capital · as of Q2 2026
$33.8M
74,125 shares
Vulcan Value Partners
Vulcan Value Partners · as of Q2 2026
$7.9M
17,448 shares
Polen Capital Management
Polen Capital Management · as of Q2 2026
$3.2M
7,016 shares
Moves in Q2 2026
New position: Lee Ainslie
Added: Polen Capital Management
Trimmed: Vulcan Value Partners, Mairs & Power Funds, John Rogers
Insider activity
Since Jun 15, 2026: no open-market purchases, 3 sales worth $1.4M and 28 other filings (stock awards, tax withholding and similar). Why purchases matter
Sales
Gorski Jeffrey G
SVP & Chief Accounting Officer · 2026-06-18
Sold
$551K
Gorski Jeffrey G
SVP & Chief Accounting Officer · 2026-06-18
Sold
$119K
HUNTER GORDON
director · 2026-06-15
Sold
$687K
Other filings
Henderson Gregory N.
President & CEO · 2026-09-03
Award
$12K
Hamed Karim Wagdy
SVP & GM Semiconductor Busines · 2026-09-03
Award
$2K
NOGLOWS WILLIAM P
director · 2026-09-03
Award
$414
NOGLOWS WILLIAM P
director · 2026-09-03
Award
$2K
GRILLO ANTHONY
director · 2026-09-03
Award
$1K
Show all 28 other filingsShow fewer
GRILLO ANTHONY
director · 2026-09-03
Award
$24K
Nayar Deepak
SVP & GM Electronics Business · 2026-09-03
Award
$3K
Gorski Jeffrey G
SVP & Chief Accounting Officer · 2026-09-03
Award
$414
PAEPER HOLLY Beth
director · 2026-09-03
Award
$414
Kelsey Todd P.
director · 2026-09-03
Award
$414
Ruppel David
SVP & GM Transportation Bus. · 2026-09-03
Award
$2K
CHUNG T J
director · 2026-09-03
Award
$414
CHUNG T J
director · 2026-09-03
Award
$7K
Chu Maggie
SVP, CHRO · 2026-09-03
Award
$2K
Khandelwal Abhishek
Executive VP, CFO · 2026-09-03
Award
$6K
D'Angelo Anne-Marie W
SVP & CLO · 2026-09-03
Award
$1K
Kim Peter Sung-Jip
SVP & GM Industrial Business · 2026-09-03
Award
$2K
GREEN MARIA C
director · 2026-09-03
Award
$1K
Cerniglia Kristina A.
director · 2026-09-03
Award
$414
HUNTER GORDON
director · 2026-09-03
Award
$414
HUNTER GORDON
director · 2026-09-03
Award
$3K
Ruppel David
SVP & GM Transportation Bus. · 2026-08-14
Tax withholding
$77K
Hamed Karim Wagdy
SVP & GM Semiconductor Busines · 2026-08-11
Tax withholding
$64K
Kelsey Todd P.
director · 2026-08-06
Award
294 shares
PAEPER HOLLY Beth
director · 2026-07-30
Award
$25K
Gorski Jeffrey G
SVP & Chief Accounting Officer · 2026-06-18
Option exercise
$115K
Khandelwal Abhishek
Executive VP, CFO · 2026-06-18
Tax withholding
$538K
HUNTER GORDON
director · 2026-06-15
Option exercise
$189K
About Littelfuse, Inc.
Littelfuse, Inc. is an industrial technology manufacturing company, which engages in the business of designing, manufacturing, and selling electronic components, modules, and subassemblies to empower the long-term secular growth themes of sustainability, connectivity, and safety. It operates through the following segments: Electronics, Transportation, and Industrial. The Electronics segment includes a broad range of…
Hardware, Equipment & Parts
Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works