Northland Securities Comments on Bel Fuse FY2026 Earnings

Bel Fuse Inc. (NASDAQ:BELFB) – Northland Securities increased their FY2026 earnings per share (EPS) estimates for Bel Fuse in a research report issued on Friday, October 30th. Northland Securities analyst B. Brooks now anticipates that the electronics maker will post earnings of $6.68 per share for the year, up from their previous forecast of $6.16. The consensus estimate for Bel Fuse’s current full-year earnings is $6.98 per share. Northland Securities also issued estimates for Bel Fuse’s Q4 2026 earnings at $2.06 EPS, Q1 2027 earnings at $2.08 EPS, Q3 2027 earnings at $2.14 EPS, Q4 2027 earnings at $2.25 EPS and FY2027 earnings at $8.51 EPS.

Bel Fuse (NASDAQ:BELFB) last issued its earnings results on Wednesday, October 28th. The electronics maker reported $1.83 earnings per share (EPS) for the quarter, missing the consensus estimate of $2.72 by ($0.89). Bel Fuse had a return on equity of 8.53% and a net margin of 7.34%. The firm had revenue of $220.51 million during the quarter, compared to analysts’ expectations of $215.74 million.

A number of other brokerages also recently commented on BELFB. Zacks Research upgraded Bel Fuse from a “strong sell” rating to a “hold” rating in a report on Wednesday, October 14th. B. Riley Financial began coverage on Bel Fuse in a report on Tuesday, July 14th. They set a “buy” rating for the company. Citigroup began coverage on shares of Bel Fuse in a research note on Monday, July 13th. They issued a “buy” rating on the stock. Needham & Company LLC initiated coverage on shares of Bel Fuse in a report on Friday, October 30th. They set a “buy” rating and a $300.00 price target on the stock. Finally, Weiss Ratings upgraded shares of Bel Fuse from a “hold (c)” rating to a “hold (c+)” rating in a report on Tuesday, October 13th. Six investment analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $320.67.

Bel Fuse Stock Performance

Shares of Bel Fuse stock opened at $238.45 on Wednesday. The company’s 50 day moving average price is $238.42 and its 200-day moving average price is $248.17. Bel Fuse has a 52-week low of $133.71 and a 52-week high of $335.29. The stock has a market capitalization of $3.44 billion, a price-to-earnings ratio of 56.77, a P/E/G ratio of 1.76 and a beta of 1.70.

Bel Fuse Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, January 29th. Shareholders of record on Friday, January 15th will be paid a dividend of $0.07 per share. The ex-dividend date is Friday, January 15th. This represents a $0.28 annualized dividend and a yield of 0.1%. Bel Fuse’s dividend payout ratio is currently 6.67%.

Insider Transactions at Bel Fuse

In other news, Director Vincent Vellucci sold 1,000 shares of the business’s stock in a transaction that occurred on Monday, September 14th. The shares were sold at an average price of $235.15, for a total transaction of $235,150.00. Following the completion of the transaction, the director directly owned 7,434 shares of the company’s stock, valued at $1,748,105.10. The trade was a 11.86% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Peter E. Gilbert sold 500 shares of the stock in a transaction that occurred on Wednesday, August 12th. The shares were sold at an average price of $292.12, for a total transaction of $146,060.00. Following the transaction, the director owned 750 shares in the company, valued at approximately $219,090. This trade represents a 40.00% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 1,893 shares of company stock worth $476,949. Insiders own 5.37% of the company’s stock.

Institutional Investors Weigh In On Bel Fuse

A number of hedge funds have recently added to or reduced their stakes in BELFB. Congress Asset Management Co. purchased a new stake in shares of Bel Fuse in the 3rd quarter worth $63,101,000. Janus Henderson Group PLC lifted its position in Bel Fuse by 22.7% during the first quarter. Janus Henderson Group PLC now owns 760,141 shares of the electronics maker’s stock valued at $150,587,000 after purchasing an additional 140,804 shares in the last quarter. Allspring Global Investments Holdings LLC lifted its position in Bel Fuse by 364,600.0% during the first quarter. Allspring Global Investments Holdings LLC now owns 94,822 shares of the electronics maker’s stock valued at $19,253,000 after purchasing an additional 94,796 shares in the last quarter. Tidal Investments LLC lifted its position in Bel Fuse by 49.4% during the second quarter. Tidal Investments LLC now owns 211,805 shares of the electronics maker’s stock valued at $70,540,000 after purchasing an additional 70,014 shares in the last quarter. Finally, Tema ETFs LLC grew its holdings in Bel Fuse by 52.2% during the second quarter. Tema ETFs LLC now owns 202,849 shares of the electronics maker’s stock valued at $67,557,000 after purchasing an additional 69,531 shares during the period. 58.39% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting Bel Fuse

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

• Positive Sentiment: Northland Securities increased its FY2026 EPS estimate to $6.68 from $6.16 and its FY2027 estimate to $8.51 from $7.27. It also lifted estimates for Q4 2026, Q1 2027, Q3 2027 and Q4 2027, including Q1 2027 to $2.08 from $1.38. The broad upward revisions signal improved earnings expectations. Northland estimate revisions
• Positive Sentiment: Zacks upgraded BELFB to Rank #1 (Strong Buy), citing improving earnings prospects—a potentially supportive near-term catalyst. Zacks Strong Buy upgrade
• Neutral Sentiment: Bel Fuse declared a regular quarterly dividend of $0.07 per Class B share, payable January 29 to holders of record January 15. The $0.28 annualized payout yields about 0.1%, so the income contribution is modest. Bel Fuse dividend announcement
• Negative Sentiment: Northland trimmed its Q2 2027 EPS forecast slightly to $2.04 from $2.05, a minor offset to its otherwise broadly higher estimates. Northland estimate revision

About Bel Fuse

Bel Fuse Inc is a designer, manufacturer and supplier of products that power, protect and connect electronic circuits. The company’s portfolio includes circuit protection devices, magnetic components, interconnect products, power supplies, power conversion solutions and discrete components used in electronic equipment and systems.

Bel Fuse serves customers in industries including telecommunications, networking, computing, industrial equipment, consumer electronics, automotive, medical technology, aerospace and defense.