What is Northland Capmk’s Forecast for Bel Fuse Q3 Earnings?

Bel Fuse Inc. (NASDAQ:BELFB) – Stock analysts at Northland Capmk upped their Q3 2025 earnings per share estimates for shares of Bel Fuse in a research report issued to clients and investors on Friday, August 22nd. Northland Capmk analyst B. Brooks now anticipates that the electronics maker will earn $1.28 per share for the quarter, up from their prior estimate of $1.19. The consensus estimate for Bel Fuse’s current full-year earnings is $4.63 per share. Northland Capmk also issued estimates for Bel Fuse’s Q4 2025 earnings at $0.94 EPS, Q1 2026 earnings at $1.19 EPS, Q2 2026 earnings at $1.60 EPS, Q3 2026 earnings at $1.62 EPS, Q4 2026 earnings at $1.17 EPS and FY2026 earnings at $5.58 EPS.

A number of other research analysts also recently commented on BELFB. Robert W. Baird started coverage on Bel Fuse in a research report on Tuesday, June 10th. They set an “outperform” rating and a $88.00 target price for the company. Northland Securities increased their target price on Bel Fuse from $93.00 to $110.00 and gave the company an “outperform” rating in a research report on Monday, June 30th. Wall Street Zen downgraded Bel Fuse from a “strong-buy” rating to a “buy” rating in a research report on Saturday. Oppenheimer set a $125.00 target price on Bel Fuse and gave the company an “outperform” rating in a research report on Wednesday, July 2nd. Finally, Needham & Company LLC increased their target price on Bel Fuse from $116.00 to $130.00 and gave the company a “buy” rating in a research report on Friday, July 25th. Two equities research analysts have rated the stock with a Strong Buy rating and five have given a Buy rating to the stock. Based on data from MarketBeat.com, Bel Fuse presently has a consensus rating of “Buy” and an average price target of $113.60.

Bel Fuse Stock Up 1.7%

NASDAQ BELFB opened at $139.31 on Monday. The company has a debt-to-equity ratio of 0.63, a quick ratio of 1.72 and a current ratio of 3.05. The company has a market capitalization of $1.76 billion, a P/E ratio of 34.14, a P/E/G ratio of 1.77 and a beta of 1.52. Bel Fuse has a one year low of $57.99 and a one year high of $140.25. The stock has a 50 day moving average price of $113.25 and a 200-day moving average price of $88.44.

Institutional Investors Weigh In On Bel Fuse

A number of institutional investors and hedge funds have recently modified their holdings of BELFB. CWM LLC lifted its holdings in shares of Bel Fuse by 147.1% during the first quarter. CWM LLC now owns 383 shares of the electronics maker’s stock worth $29,000 after purchasing an additional 228 shares during the period. Ameritas Advisory Services LLC acquired a new position in Bel Fuse in the second quarter valued at approximately $50,000. BNP Paribas Financial Markets increased its position in shares of Bel Fuse by 60.0% in the second quarter. BNP Paribas Financial Markets now owns 1,000 shares of the electronics maker’s stock valued at $98,000 after buying an additional 375 shares in the last quarter. Tower Research Capital LLC TRC increased its position in shares of Bel Fuse by 437.8% in the second quarter. Tower Research Capital LLC TRC now owns 1,038 shares of the electronics maker’s stock valued at $101,000 after buying an additional 845 shares in the last quarter. Finally, Canada Pension Plan Investment Board increased its position in shares of Bel Fuse by 6.7% in the second quarter. Canada Pension Plan Investment Board now owns 1,600 shares of the electronics maker’s stock valued at $156,000 after buying an additional 100 shares in the last quarter. Institutional investors and hedge funds own 58.39% of the company’s stock.

Insider Activity

In related news, VP Kenneth Koon Keung Lai sold 1,900 shares of Bel Fuse stock in a transaction dated Friday, August 1st. The stock was sold at an average price of $128.00, for a total transaction of $243,200.00. Following the completion of the sale, the vice president owned 10,255 shares of the company’s stock, valued at $1,312,640. The trade was a 15.63% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, insider Stephen Dawson sold 1,200 shares of Bel Fuse stock in a transaction dated Thursday, July 31st. The stock was sold at an average price of $127.07, for a total value of $152,484.00. Following the sale, the insider directly owned 14,265 shares of the company’s stock, valued at $1,812,653.55. This trade represents a 7.76% decrease in their position. The disclosure for this sale can be found here. In the last three months, insiders sold 7,100 shares of company stock valued at $731,804. Corporate insiders own 5.37% of the company’s stock.

Bel Fuse Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, October 31st. Shareholders of record on Wednesday, October 15th will be issued a $0.07 dividend. This is a boost from Bel Fuse’s previous quarterly dividend of $0.06. This represents a $0.28 annualized dividend and a yield of 0.2%. The ex-dividend date of this dividend is Wednesday, October 15th. Bel Fuse’s dividend payout ratio is 6.86%.

About Bel Fuse

Bel Fuse Inc designs, manufactures, markets, and sells products that power, protect, and connect electronic circuits. The company’s products are used in the networking, telecommunications, computing, general industrial, high-speed data transmission, military, commercial aerospace, transportation, and e-Mobility industries.