Bel Fuse Class B (BELFB)

• Market cap: $883M
• 1 day: 6.02%
• 5 days: 2.17%
• 1 month: -9.69%
• 3 months: -13.87%
• 6 months: -11.67%
• Year to date: -13.99%
• 1 year: 18.00%
• 5 years: 982.14%
• 10 years: 285.67%
• Sector: Technology
• Industry: Electronic Components

About: Bel Fuse Inc designs and manufactures electronic components that protect and connect electronic circuits. Its product portfolio is divided into three categories: magnetic solutions, power solutions & protection, and connectivity solutions. These products are used for the computer, networking, telecommunications, transportation and defense/aerospace, automotive, medical, and consumer electronics industries. Its geographical segments are the United States, Macao, United Kingdom, Slovakia, Germany, Switzerland, and All other foreign countries. Majority of the revenue is derived from United States.

Employees: 5,370

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

100% more funds holding in top 10

Funds holding in top 10: 4 [Q3] → 8 (+4) [Q4]

41% more call options, than puts

Call options by funds: $627K | Put options by funds: $445K

35% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 17

9% more capital invested

Capital invested by funds: $656M [Q3] → $714M (+$57.4M) [Q4]

2.79% more ownership

Funds ownership: 80.21% [Q3] → 83.0% (+2.79%) [Q4]

2% more funds holding

Funds holding: 163 [Q3] → 166 (+3) [Q4]

3% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 60

Research analyst outlook

1 Wall Street Analyst provided 1 year price targets over the past 3 months

• Low target: $100 43% upside
• Avg. target: $100 43% upside
• High target: $100 43% upside

1 analyst rating

• positive: 1 100%
• neutral: 0 0%
• negative: 0 0%

Needham James Ricchiuti 13% 1-year accuracy 15 / 115 met price target

43% upside $100

Buy Maintained

20 Feb 2025