Northland Securities Expects Lower Earnings for Bel Fuse

Bel Fuse Inc. (NASDAQ:BELFB) – Equities researchers at Northland Securities cut their FY2025 earnings per share estimates for shares of Bel Fuse in a research note issued to investors on Tuesday, February 3rd. Northland Securities analyst B. Brooks now expects that the electronics maker will post earnings of $5.38 per share for the year, down from their previous estimate of $6.09. The consensus estimate for Bel Fuse’s current full-year earnings is $4.63 per share. Northland Securities also issued estimates for Bel Fuse’s Q4 2025 earnings at $1.70 EPS and Q3 2026 earnings at $1.93 EPS.

BELFB has been the topic of several other reports. Zacks Research cut shares of Bel Fuse from a “strong-buy” rating to a “hold” rating in a research report on Friday, January 2nd. Oppenheimer set a $180.00 target price on Bel Fuse and gave the stock an “outperform” rating in a report on Friday, October 31st. Needham & Company LLC raised their price target on Bel Fuse from $168.00 to $212.00 and gave the company a “buy” rating in a research note on Wednesday, January 14th. Weiss Ratings reiterated a “buy (b)” rating on shares of Bel Fuse in a research note on Monday, December 29th. Finally, Wall Street Zen downgraded Bel Fuse from a “strong-buy” rating to a “buy” rating in a report on Monday. Six research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $184.80.

Bel Fuse Stock Performance

Shares of BELFB opened at $211.58 on Thursday. The stock has a market capitalization of $2.68 billion, a price-to-earnings ratio of 40.69, a PEG ratio of 2.31 and a beta of 1.56. Bel Fuse has a 12 month low of $57.99 and a 12 month high of $222.49. The firm has a fifty day simple moving average of $182.45 and a 200 day simple moving average of $155.37. The company has a current ratio of 3.06, a quick ratio of 1.75 and a debt-to-equity ratio of 0.53.

Insider Activity

In other news, VP Joseph Berry sold 408 shares of the company’s stock in a transaction that occurred on Monday, November 17th. The stock was sold at an average price of $144.23, for a total value of $58,845.84. Following the completion of the transaction, the vice president owned 17,893 shares of the company’s stock, valued at $2,580,707.39. This represents a 2.23% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Also, VP Kenneth Koon Keung Lai sold 564 shares of Bel Fuse stock in a transaction that occurred on Tuesday, November 18th. The stock was sold at an average price of $141.96, for a total transaction of $80,065.44. Following the sale, the vice president owned 7,755 shares in the company, valued at approximately $1,100,899.80. This represents a 6.78% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 3,027 shares of company stock worth $435,034. Company insiders own 5.37% of the company’s stock.

Institutional Inflows and Outflows

Large investors have recently bought and sold shares of the stock. XTX Topco Ltd acquired a new position in Bel Fuse in the second quarter valued at $358,000. Inspire Investing LLC bought a new position in shares of Bel Fuse in the 3rd quarter worth about $990,000. Sierra Summit Advisors LLC acquired a new position in shares of Bel Fuse in the 2nd quarter valued at about $906,000. Boston Partners boosted its position in shares of Bel Fuse by 34.8% during the 2nd quarter. Boston Partners now owns 51,307 shares of the electronics maker’s stock valued at $5,012,000 after purchasing an additional 13,234 shares in the last quarter. Finally, Thrivent Financial for Lutherans grew its stake in Bel Fuse by 66.8% during the third quarter. Thrivent Financial for Lutherans now owns 245,248 shares of the electronics maker’s stock worth $34,584,000 after purchasing an additional 98,178 shares during the period. 58.39% of the stock is owned by institutional investors.

Bel Fuse Company Profile

Bel Fuse Inc is a global manufacturer of electronic components that bridge power, data and video applications. The company offers a comprehensive portfolio of products, including board-level circuit protection devices such as fuses, positive temperature coefficient (PTC) resistors and inductors; power transformers, modules and supplies; as well as connectivity solutions encompassing USB, HDMI, RJ45, coaxial and fiber-optic connectors. These products serve a wide array of end markets, including telecommunications, data communications, consumer electronics, industrial automation, automotive and renewable energy.

Founded in 1949 and headquartered in Oradell, New Jersey, Bel Fuse has grown through organic expansion and strategic acquisitions.