Director Gordon Hunter of Littelfuse INC (NASDAQ:LFUS) completed a series of transactions on February 20, 2026, selling a total of 911 shares of the company's common stock for about $334,958. The disposition was carried out across multiple trades with executed prices ranging from $366.61 to $368.42 per share.
Also on February 20, Hunter exercised stock options to acquire 911 shares of Littelfuse common stock at an exercise price of $199.24 per share. The exercise represented a cost basis of $181,507 for the acquired shares.
Following the sales and the option exercise, Hunter's direct holdings in Littelfuse total 26,789 common shares.
The insider activity took place while Littelfuse shares were trading at $370.33, approximately 1% below the company's reported 52-week high of $372. The stock has appreciated materially year-to-date, rising 47% so far this year and considerably outperforming broader market indices.
Separately cited analysis from InvestingPro indicates that Littelfuse currently appears overvalued relative to its Fair Value estimate and is listed among companies on its Most Overvalued list. The InvestingPro commentary notes the availability of 13 additional exclusive tips and Pro Research Reports for deeper investment analysis.
Investors also had fresh fundamental data to consider around the time of the transactions. Littelfuse reported fourth-quarter 2025 results that exceeded analysts' estimates, posting earnings per share of $2.69 versus a consensus forecast of $2.52, a positive surprise of 6.75%. Revenue for the quarter was $594 million, ahead of the anticipated $583.28 million and representing a 12% increase compared with the same period a year earlier. The earnings release was described as well-received by investors and was highlighted as a significant development in the company's recent performance.
Taken together, the insider sale and simultaneous option exercise occur against a backdrop of strong quarterly results and a notably elevated share price. The recorded transactions and the company's recent financial reporting provide concrete data points for market participants monitoring Littelfuse's valuation and insider behavior.
Summary
On February 20, 2026, Littelfuse director Gordon Hunter sold 911 shares for approximately $334,958 and exercised options to acquire 911 shares at $199.24 per share, costing $181,507. After these moves he directly owns 26,789 shares. The activity coincided with a share price of $370.33, near the 52-week high, and followed a fourth-quarter 2025 report that beat earnings and revenue expectations.
Key points
- Insider transactions: Gordon Hunter sold 911 shares for roughly $334,958 and exercised options to acquire 911 shares at $199.24 per share, totaling $181,507.
- Shareholder position: Following the transactions Hunter directly holds 26,789 Littelfuse shares.
- Market context: Littelfuse stock traded at $370.33, about 1% below its 52-week high of $372, and has gained 47% year-to-date; Q4 2025 results beat analyst estimates for both EPS and revenue.
Risks and uncertainties
- Valuation concern: InvestingPro's analysis lists Littelfuse as appearing overvalued relative to its Fair Value estimate, which may affect investor perceptions of downside risk.
- Timing of sale near high: The insider sale occurred while the share price was trading close to its 52-week peak, creating uncertainty about how the market will interpret the timing of the transactions.
- Motive not disclosed: The article does not provide a stated reason for Hunter's sale or option exercise, leaving the rationale behind the moves unclear.
This report presents the transactions, market context and recent earnings data for Littelfuse as provided in the public disclosures referenced above.