Bel Fuse FY2025 EPS Forecast Lowered by Northland Securities

Bel Fuse Inc. (NASDAQ:BELFB) – Stock analysts at Northland Securities reduced their FY2025 earnings per share (EPS) estimates for shares of Bel Fuse in a research report issued on Tuesday, February 3rd. Northland Securities analyst B. Brooks now forecasts that the electronics maker will post earnings of $5.38 per share for the year, down from their previous forecast 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. Needham & Company LLC boosted their target price on Bel Fuse from $168.00 to $212.00 and gave the stock a “buy” rating in a report on Wednesday, January 14th. Zacks Research cut Bel Fuse from a “strong-buy” rating to a “hold” rating in a report on Friday, January 2nd. Weiss Ratings reiterated a “buy (b)” rating on shares of Bel Fuse in a report on Monday, December 29th. Wall Street Zen cut shares of Bel Fuse from a “strong-buy” rating to a “buy” rating in a research report on Monday. Finally, Robert W. Baird set a $170.00 price objective on shares of Bel Fuse in a research report on Friday, October 31st. Six investment analysts have rated the stock with a Buy rating and one has given a Hold rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $184.80.

Bel Fuse Stock Performance

Shares of NASDAQ:BELFB opened at $208.00 on Thursday. The company has a debt-to-equity ratio of 0.53, a current ratio of 3.06 and a quick ratio of 1.75. Bel Fuse has a 1 year low of $57.99 and a 1 year high of $222.49. The firm has a market capitalization of $2.63 billion, a PE ratio of 40.00, a P/E/G ratio of 2.25 and a beta of 1.56. The business’s 50 day moving average price is $183.56 and its 200-day moving average price is $155.74.

Institutional Trading of Bel Fuse

A number of large investors have recently made changes to their positions in BELFB. XTX Topco Ltd acquired a new position in Bel Fuse during the second quarter worth about $358,000. Inspire Investing LLC acquired a new stake in Bel Fuse during the third quarter valued at approximately $990,000. Sierra Summit Advisors LLC bought a new position in shares of Bel Fuse in the second quarter valued at $906,000. Boston Partners lifted 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 acquiring an additional 13,234 shares during the last quarter. Finally, Thrivent Financial for Lutherans boosted its stake in shares of Bel Fuse by 66.8% during the 3rd quarter. Thrivent Financial for Lutherans now owns 245,248 shares of the electronics maker’s stock worth $34,584,000 after acquiring an additional 98,178 shares in the last quarter. 58.39% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In related news, VP Kenneth Koon Keung Lai sold 564 shares of the stock in a transaction on Tuesday, November 18th. The stock was sold at an average price of $141.96, for a total value of $80,065.44. Following the transaction, the vice president owned 7,755 shares of the company’s stock, valued at $1,100,899.80. This represents a 6.78% 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 Joseph Berry sold 408 shares of Bel Fuse stock in a transaction dated Monday, November 17th. The stock was sold at an average price of $144.23, for a total value of $58,845.84. Following the sale, the vice president directly owned 17,893 shares of the company’s stock, valued at $2,580,707.39. This trade represents a 2.23% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 3,027 shares of company stock worth $435,034 over the last 90 days. Company insiders own 5.37% of the company’s stock.

Trending Headlines about Bel Fuse

Here are the key news stories impacting Bel Fuse this week:

• Positive Sentiment: Northland raised its FY2026 and Q4 2026 outlooks (FY2026 EPS to $6.74; Q4 2026 EPS to $1.81), which supports a stronger medium‑term earnings trajectory. MarketBeat Analyst Note
• Positive Sentiment: Northland also sharply increased its Q4 2025 estimate (from $1.33 to $1.70), suggesting better near‑quarter performance expectations. MarketBeat Analyst Note
• Neutral Sentiment: Bel Fuse scheduled preliminary Q4 2025 results for Feb. 17 (after close) and a live conference call Feb. 18 — the event gives investors an immediate opportunity to re‑price on actual results and management commentary. Earnings Schedule (Yahoo)
• Neutral Sentiment: QuiverQuant/GlobeNewswire summaries highlight the company’s diverse end markets (defense, telecom, eMobility, aerospace) and institutional activity — useful context but not an immediate catalyst. QuiverQuant Release
• Neutral Sentiment: Coverage roundup piece notes mixed analyst opinions on Bel Fuse alongside peers — signals differing views but not a single directional driver. Globe and Mail
• Negative Sentiment: Northland cut FY2025 and Q3 2026 estimates (FY2025 from $6.09 to $5.38; Q3 2026 from $2.04 to $1.93), which may pressure near‑term sentiment and explain intraday weakness as investors await actual Q4 results. MarketBeat Analyst Note

About Bel Fuse

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.