Bel Fuse (NASDAQ:BELFB) Trading Down 5.7% – Here’s What Happened

Bel Fuse Inc. (NASDAQ:BELFB)’s stock price traded down 5.7% during mid-day trading on Wednesday . The stock traded as low as $220.00 and last traded at $221.9990. 304,678 shares changed hands during trading, an increase of 76% from the average session volume of 173,236 shares. The stock had previously closed at $235.30.

Key Headlines Impacting Bel Fuse

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

• Positive Sentiment: Company issued first-quarter revenue guidance of $165M–$180M, which is above the consensus of ~$163.9M — management signaled moderate top-line strength for Q1. Bel Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Some outlets report that adjusted Q4 EPS beat expectations (Zacks: $1.98 vs. $1.68 est.) and revenue roughly in line or slightly above estimates — this supports the view of operational improvement year-over-year. Bel Fuse (BELFB) Beats Q4 Earnings and Revenue Estimates
• Neutral Sentiment: Average analyst price target reported at $184.80 — below the recent trading levels, which could limit near-term upside even if results are solid. Bel Fuse Inc. (NASDAQ:BELFB) Receives $184.80 Average PT from Brokerages
• Neutral Sentiment: Pre-earnings previews and analyst writeups were circulated (Benzinga, Zacks) — useful context but not market-moving by themselves. A Preview Of Bel Fuse’s Earnings
• Negative Sentiment: At least one report shows a GAAP Q4 EPS miss (a negative EPS figure was reported by some outlets), suggesting one‑time items or accounting adjustments weighed on headline earnings — this produced confusion and selling pressure. Bel Reports Fourth Quarter and Full Year 2025 Results
• Negative Sentiment: Mixed signals (adjusted vs. GAAP results), a relatively rich valuation (trailing PE in the 40s) and analyst targets below recent prices increase the risk of near-term profit-taking. Here’s What Key Metrics Tell Us About Bel Fuse (BELFB) Q4 Earnings

Analyst Upgrades and Downgrades

A number of equities research analysts recently weighed in on the company. Zacks Research lowered Bel Fuse from a “strong-buy” rating to a “hold” rating in a research report on Friday, January 2nd. Wall Street Zen cut Bel Fuse from a “strong-buy” rating to a “buy” rating in a report on Monday, February 2nd. Oppenheimer set a $180.00 price objective on Bel Fuse and gave the company an “outperform” rating in a research note on Friday, October 31st. Needham & Company LLC lifted their target price on shares of Bel Fuse from $168.00 to $212.00 and gave the stock a “buy” rating in a research report on Wednesday, January 14th. Finally, Weiss Ratings restated a “buy (b)” rating on shares of Bel Fuse in a research report on Monday, December 29th. Six investment analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $184.80.

Bel Fuse Stock Performance

The stock has a 50 day moving average of $194.74 and a 200 day moving average of $162.70. The company has a market capitalization of $2.80 billion, a price-to-earnings ratio of 42.54, a price-to-earnings-growth ratio of 2.47 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.

Institutional Trading of Bel Fuse

Large investors have recently bought and sold shares of the business. Farther Finance Advisors LLC lifted its holdings in shares of Bel Fuse by 365.6% in the 4th quarter. Farther Finance Advisors LLC now owns 149 shares of the electronics maker’s stock worth $25,000 after purchasing an additional 117 shares in the last quarter. Kemnay Advisory Services Inc. acquired a new position in Bel Fuse during the fourth quarter worth $33,000. Jones Financial Companies Lllp lifted its stake in shares of Bel Fuse by 139.8% in the third quarter. Jones Financial Companies Lllp now owns 259 shares of the electronics maker’s stock valued at $37,000 after buying an additional 151 shares in the last quarter. Federated Hermes Inc. grew its holdings in shares of Bel Fuse by 52.5% during the third quarter. Federated Hermes Inc. now owns 334 shares of the electronics maker’s stock valued at $47,000 after buying an additional 115 shares during the last quarter. Finally, Erste Asset Management GmbH bought a new stake in shares of Bel Fuse during the fourth quarter worth about $83,000. 58.39% of the stock is currently owned by institutional investors and hedge funds.

Bel Fuse Company Profile

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.