Bel Fuse FY2026 EPS Forecast Boosted by Northland Securities

Bel Fuse Inc. (NASDAQ:BELFB) – Northland Securities raised their FY2026 earnings per share (EPS) estimates for shares of Bel Fuse in a note issued to investors on Tuesday, February 3rd. Northland Securities analyst B. Brooks now expects that the electronics maker will post earnings per share of $6.74 for the year, up from their prior forecast of $6.69. 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 2026 earnings at $1.81 EPS.

BELFB has been the subject of several other research reports. Wall Street Zen downgraded shares of Bel Fuse from a “strong-buy” rating to a “buy” rating in a research report on Monday. Robert W. Baird set a $170.00 price objective on Bel Fuse in a research note on Friday, October 31st. Zacks Research cut Bel Fuse from a “strong-buy” rating to a “hold” rating in a report on Friday, January 2nd. Weiss Ratings restated a “buy (b)” rating on shares of Bel Fuse in a research report on Monday, December 29th. Finally, Oppenheimer set a $180.00 price target on Bel Fuse and gave the stock an “outperform” rating in a research report on Friday, October 31st. Six analysts have rated the stock with a Buy rating and one has issued a Hold rating to the stock. Based on data from MarketBeat, Bel Fuse presently has an average rating of “Moderate Buy” and a consensus price target of $184.80.

Bel Fuse Stock Performance

BELFB opened at $208.00 on Wednesday. The firm’s fifty day simple moving average is $183.56 and its two-hundred day simple moving average is $155.74. Bel Fuse has a 52-week low of $57.99 and a 52-week high of $222.49. The company has a market cap of $2.63 billion, a price-to-earnings ratio of 40.00, a PEG ratio of 2.25 and a beta of 1.56. The company has a quick ratio of 1.75, a current ratio of 3.06 and a debt-to-equity ratio of 0.53.

Insiders Place Their Bets

In other news, VP Kenneth Koon Keung Lai sold 1,936 shares of Bel Fuse stock in a transaction on Monday, November 17th. The stock was sold at an average price of $144.23, for a total transaction of $279,229.28. Following the transaction, the vice president owned 8,319 shares in the company, valued at $1,199,849.37. The trade was a 18.88% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, VP Joseph Berry sold 408 shares of the company’s stock in a transaction dated Monday, November 17th. The shares were sold at an average price of $144.23, for a total transaction of $58,845.84. Following the completion of the sale, the vice president directly owned 17,893 shares of the company’s stock, valued at $2,580,707.39. This represents a 2.23% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 3,027 shares of company stock worth $435,034 in the last three months. 5.37% of the stock is currently owned by corporate insiders.

Institutional Trading of Bel Fuse

Hedge funds and other institutional investors have recently modified their holdings of the business. Farther Finance Advisors LLC raised its holdings in Bel Fuse by 365.6% in the 4th quarter. Farther Finance Advisors LLC now owns 149 shares of the electronics maker’s stock valued at $25,000 after buying an additional 117 shares during the period. Jones Financial Companies Lllp increased its position in shares of Bel Fuse by 139.8% during the third quarter. Jones Financial Companies Lllp now owns 259 shares of the electronics maker’s stock valued at $37,000 after acquiring an additional 151 shares during the last quarter. Federated Hermes Inc. raised its stake in shares of Bel Fuse by 52.5% in the 3rd quarter. Federated Hermes Inc. now owns 334 shares of the electronics maker’s stock valued at $47,000 after acquiring an additional 115 shares during the period. Ameritas Advisory Services LLC purchased a new stake in shares of Bel Fuse in the 2nd quarter valued at approximately $50,000. Finally, State of Alaska Department of Revenue acquired a new position in shares of Bel Fuse in the 3rd quarter worth approximately $78,000. 58.39% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting 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.