Equities Analysts Issue Forecasts for Bel Fuse Q2 Earnings

Bel Fuse Inc. (NASDAQ:BELFB) – Research analysts at Litchfield Hills Research raised their Q2 2026 earnings per share estimates for Bel Fuse in a note issued to investors on Monday, February 23rd. Litchfield Hills Research analyst T. O’neill now expects that the electronics maker will earn $1.72 per share for the quarter, up from their previous estimate of $1.57. The consensus estimate for Bel Fuse’s current full-year earnings is $4.63 per share. Litchfield Hills Research also issued estimates for Bel Fuse’s Q3 2026 earnings at $1.95 EPS, Q4 2026 earnings at $1.65 EPS and FY2027 earnings at $7.52 EPS.

A number of other analysts have also commented on the stock. Zacks Research lowered shares of Bel Fuse from a “strong-buy” rating to a “hold” rating in a research note on Friday, January 2nd. Robert W. Baird set a $170.00 price target on shares of Bel Fuse in a report on Friday, October 31st. Northland Securities set a $266.00 price objective on shares of Bel Fuse in a research note on Thursday, February 19th. Oppenheimer set a $180.00 target price on shares of Bel Fuse and gave the company an “outperform” rating in a research note on Friday, October 31st. Finally, Wall Street Zen lowered Bel Fuse from a “strong-buy” rating to a “buy” rating in a report on Monday, February 2nd. Five analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $196.20.

Bel Fuse Stock Performance

Shares of BELFB stock opened at $232.12 on Thursday. Bel Fuse has a 52 week low of $57.99 and a 52 week high of $248.61. The company has a quick ratio of 1.71, a current ratio of 3.02 and a debt-to-equity ratio of 0.46. The business has a 50 day moving average of $203.19 and a two-hundred day moving average of $167.11. The company has a market cap of $2.94 billion, a P/E ratio of 47.28, a PEG ratio of 2.44 and a beta of 1.56.

Institutional Trading of Bel Fuse

A number of hedge funds have recently added to or reduced their stakes in BELFB. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its holdings in shares of Bel Fuse by 4.1% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 6,127 shares of the electronics maker’s stock worth $459,000 after buying an additional 240 shares in the last quarter. Y Intercept Hong Kong Ltd acquired a new position in Bel Fuse in the 2nd quarter worth about $202,000. Teacher Retirement System of Texas raised its position in Bel Fuse by 28.2% in the second quarter. Teacher Retirement System of Texas now owns 6,910 shares of the electronics maker’s stock valued at $675,000 after purchasing an additional 1,519 shares during the last quarter. Pinnacle Associates Ltd. boosted its stake in shares of Bel Fuse by 15.6% during the second quarter. Pinnacle Associates Ltd. now owns 14,065 shares of the electronics maker’s stock valued at $1,374,000 after purchasing an additional 1,900 shares in the last quarter. Finally, PFG Advisors grew its holdings in shares of Bel Fuse by 3.3% during the second quarter. PFG Advisors now owns 6,281 shares of the electronics maker’s stock worth $614,000 after purchasing an additional 199 shares during the last quarter. Institutional investors and hedge funds own 58.39% of the company’s stock.

Insider Transactions at Bel Fuse

In other news, CEO Farouq Salem Ali Tuweiq sold 33,967 shares of Bel Fuse stock in a transaction that occurred on Wednesday, February 25th. The shares were sold at an average price of $234.00, for a total value of $7,948,278.00. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Peter E. Gilbert sold 4,500 shares of the company’s stock in a transaction on Tuesday, February 24th. The shares were sold at an average price of $238.75, for a total value of $1,074,375.00. Following the sale, the director owned 15,047 shares of the company’s stock, valued at approximately $3,592,471.25. The trade was a 23.02% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders own 5.37% of the company’s stock.

Bel Fuse Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, May 1st. Shareholders of record on Wednesday, April 15th will be paid a $0.07 dividend. The ex-dividend date is Wednesday, April 15th. This represents a $0.28 annualized dividend and a yield of 0.1%. Bel Fuse’s payout ratio is 5.70%.

Key Headlines Impacting Bel Fuse

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

• Positive Sentiment: Litchfield Hills Research raised near‑term and FY2027 EPS estimates (Q2, Q3, Q4 and FY2027), signaling stronger-than-expected fundamentals and potential upside to consensus earnings expectations. This is a supportive catalyst for the stock. Analyst Estimate Revisions
• Positive Sentiment: Board disclosed a quarterly dividend of $0.07 per share (annualized $0.28). While the yield is small (~0.1%), the dividend is a modestly positive sign of capital return and management confidence in cash flow. Dividend Announcement
• Neutral Sentiment: Short-interest data in recent reports is inconsistent: mid‑February filings showed a drop in shorted shares (~482,749, ~4% of float, ~2.7 days to cover), while later entries are garbled/zero in the feed. Net effect: reduced short pressure earlier in February, but data ambiguity limits a clear market signal. Investors should watch subsequent official exchange short-interest releases.
• Negative Sentiment: CEO Farouq Salem Ali Tuweiq sold 33,967 shares at an average price of $234 (≈$7.95M). Large insider sales can trigger investor concern about timing or valuation and often weigh on near‑term sentiment. CEO Sale Filing
• Negative Sentiment: Director Peter E. Gilbert sold 4,500 shares at ~$238.75 (~$1.07M), reducing his stake by ~23%. Additional insider selling the same week amplifies perception of executive profit‑taking and likely contributed to the intra‑day price decline. Director Sale Notice

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.