Bel Fuse Inc. (BELFA) Bundle
Ever wondered who's investing in Bel Fuse Inc. (BELFA) and what's driving their decisions? Is it the appeal of a company designing, manufacturing, and selling products that power, protect, and connect electronic circuits across diverse industries? Or perhaps the strategic moves made by major institutional holders like Vanguard Group Inc (7.67%, $63.68M), Blackrock Inc (7.48%, $62.12M), and Dimensional Fund Advisors LP (6.67%, $55.36M)? Delve into the ownership profile of Bel Fuse (BELFA) to uncover the mix of institutional, insider, and retail investors shaping its financial landscape, and explore the factors influencing their investment strategies.
Bel Fuse Inc. (BELFA) Who Invests in Bel Fuse Inc. (BELFA) and Why?
Understanding the investor profile of Bel Fuse Inc. (BELFA) provides valuable insights into market sentiment, stock stability, and long-term growth potential. A diverse investor base can contribute to a more stable stock price, while concentrated ownership may lead to higher volatility. Here's a breakdown of the key investor types in Bel Fuse Inc. (BELFA):
Key Investor Types:
- Institutional Investors: These entities, including mutual funds, pension funds, and insurance companies, hold a significant portion of Bel Fuse Inc.'s (BELFA) shares. According to recent data, institutional investors hold approximately 50.58% of Bel Fuse Inc.'s (BELFA) shares. Top institutional holders include:
- Brown Advisory Inc.: Holds 174.1k shares, representing 8.23% of the company, valued at $11,527,160 as of December 31, 2024.
- JPMorgan Chase & Co.: Holds 113.29k shares, representing 5.36% of the company, valued at $7,500,997 as of December 31, 2024.
- Blackrock Inc.: Holds 96.09k shares, representing 4.54% of the company, valued at $6,362,449 as of December 31, 2024.
- Gamco Investors Inc: Holds 95.14k shares, representing 4.50% of the company, valued at $6,299,086 as of December 31, 2024.
- Dimensional Fund Advisors LP: Holds 83.97k shares, representing 3.97% of the company, valued at $5,559,587 as of December 31, 2024.
- Mutual Fund Holders: Prominent mutual funds also have positions in Bel Fuse Inc. (BELFA). These include:
- Brown Advisory Funds-Brown Advisory Small-Cap Fundamental Value Fund: Holds 100.27k shares, representing 4.74% of the company, valued at $6,638,942 as of March 31, 2025.
- EQ Advisors Trust-1290 VT GAMCO Small Company Value Portfolio: Holds 90k shares, representing 4.25% of the company, valued at $5,958,899 as of December 31, 2024.
- Gabelli Equity Series Funds Inc-THE GABELLI SMALL CAP GROWTH FUND: Holds 67.2k shares, representing 3.18% of the company, valued at $4,449,311 as of March 31, 2025.
- Retail Investors: Individual investors also hold shares in Bel Fuse Inc. (BELFA), accounting for roughly 15.40% of the ownership.
- Insiders: Insiders, such as company executives and board members, own a portion of the company's stock, accounting for 24.67% of shares held by all insiders. Daniel Bernstein is the largest individual shareholder, owning 529,290.00 shares representing 4.22% of the company.
Investment Motivations:
- Growth Prospects: Investors may be attracted to Bel Fuse Inc. (BELFA) due to its strategic positioning in growing markets such as e-Mobility and high-speed data transmission. The company's investment in innolectric AG, focused on EV fast-charging technology, demonstrates a commitment to future growth areas.
- Market Position: Bel Fuse Inc. (BELFA) has established itself as a key player in designing, manufacturing, and marketing products that power, protect, and connect electronic circuits. Its products are used across various industries, including networking, telecommunications, and aerospace.
- Financial Performance: While Bel Fuse Inc. (BELFA) experienced a decrease in revenue in 2024, its gross profit margin increased to 37.8% from 33.7% in 2023. The company is implementing strategic initiatives to support growth and profitability in 2025, including facility consolidation and a focus on global procurement.
Investment Strategies:
Investors in Bel Fuse Inc. (BELFA) may employ various strategies depending on their investment goals and risk tolerance:
- Long-Term Holding: Some investors may adopt a long-term holding strategy, focusing on the company's intrinsic value and growth potential over several years. This approach is suitable for investors who believe in the company's long-term prospects and are willing to weather short-term market fluctuations.
- Value Investing: Value investors may be attracted to Bel Fuse Inc. (BELFA) if they believe the stock is undervalued by the market. They may focus on metrics such as the price-to-earnings ratio and price-to-book ratio to assess the company's value.
- Short-Term Trading: Some investors may engage in short-term trading strategies, seeking to profit from short-term price movements. This approach is riskier and requires close monitoring of market conditions and company news. Technical analysis of Bel Fuse Inc. (BELFA) stock indicates a 'sell' trend, suggesting caution for short-term traders.
Here is a table summarizing the key financial data for Bel Fuse Inc. (BELFA) in 2024:
Metric | Value (Millions USD) |
Net Sales | $534.8 |
Gross Profit Margin | 37.8% |
GAAP Net Earnings | $41.0 |
Adjusted EBITDA | $101.9 |
For more insights into Bel Fuse Inc.'s (BELFA) background, consider exploring: Bel Fuse Inc. (BELFA): History, Ownership, Mission, How It Works & Makes Money
Bel Fuse Inc. (BELFA) Institutional Ownership and Major Shareholders of Bel Fuse Inc. (BELFA)
Institutional ownership in Bel Fuse Inc. (BELFA) reflects the extent to which large financial organizations like pension funds, mutual funds, and insurance companies hold the company’s shares. Analyzing this ownership can provide insights into market sentiment and potential stock stability.
Here's an overview of Bel Fuse Inc.'s major institutional investors and their impact:
Based on recent data, the top institutional holders of Bel Fuse Inc. (BELFA) include:
- Renaissance Technologies LLC: As of March 31, 2024, Renaissance Technologies LLC held 216,876 shares of Bel Fuse Inc., representing 1.77% of the company's outstanding shares.
- Dimensional Fund Advisors LP: According to the latest filings, Dimensional Fund Advisors LP owns 708,215 shares, accounting for approximately 5.77% of Bel Fuse Inc.
- BlackRock Fund Advisors: BlackRock Fund Advisors reported holding 661,372 shares, which translates to about 5.39% ownership in the company as of March 31, 2024.
- Vanguard Group Inc: Vanguard Group Inc. holds a significant stake with 1,179,744 shares, representing around 9.61% of Bel Fuse Inc.’s total shares outstanding.
- Hotchkis & Wiley Capital Management LLC: Hotchkis & Wiley Capital Management LLC owns 727,717 shares, accounting for approximately 5.94% of Bel Fuse Inc.
These major institutional investors collectively hold a substantial percentage of Bel Fuse Inc.’s stock. Their investment decisions can significantly influence the company’s stock price and overall market perception.
Changes in Ownership
Institutional investors frequently adjust their holdings based on various factors, including company performance, market conditions, and broader economic trends. Recent transactions involving major holders of Bel Fuse Inc. (BELFA) shares include:
- Increased Stakes: Some institutional investors have increased their positions in Bel Fuse Inc., signaling confidence in the company's future prospects. For example, Vanguard Group Inc. increased its holdings by 1.4% in the first quarter of 2024.
- Decreased Stakes: Conversely, other institutions have reduced their stakes, potentially due to portfolio rebalancing or concerns about the company's performance. Renaissance Technologies LLC decreased its holdings by 13% in the first quarter of 2024.
These changes in ownership reflect the dynamic nature of institutional investment and the continuous evaluation of Bel Fuse Inc.’s potential.
Impact of Institutional Investors
The presence and actions of large institutional investors can have several key impacts on Bel Fuse Inc.:
- Stock Price Stability: Significant institutional ownership can provide a degree of stability to the stock price, as these investors often have a long-term investment horizon.
- Liquidity: High trading volumes from institutional investors enhance the liquidity of Bel Fuse Inc.’s shares, making it easier for other investors to buy and sell.
- Corporate Governance: Institutional investors often engage with company management on issues of corporate governance, strategy, and performance, influencing the direction of the company.
- Market Sentiment: Changes in institutional ownership can serve as a signal to the broader market regarding the perceived value and prospects of Bel Fuse Inc.
Below is a detailed table illustrating the ownership structure of Bel Fuse Inc. (BELFA), showcasing key institutional investors and their respective holdings. The data includes the names of the top holders, their share counts, and the percentage of shares outstanding they possess. This information offers a snapshot of who the major players are in Bel Fuse Inc.'s investor landscape and their relative influence based on their holdings.
Top Institutional Holders | Shares Held | Percentage of Shares Outstanding |
---|---|---|
Vanguard Group Inc | 1,179,744 | 9.61% |
Hotchkis & Wiley Capital Management LLC | 727,717 | 5.94% |
Dimensional Fund Advisors LP | 708,215 | 5.77% |
BlackRock Fund Advisors | 661,372 | 5.39% |
Renaissance Technologies LLC | 216,876 | 1.77% |
Understanding the dynamics of institutional ownership is crucial for investors seeking to gain a comprehensive view of Bel Fuse Inc. (BELFA). These large stakeholders can significantly influence the company’s market behavior and strategic direction.
For more insights into Bel Fuse Inc.'s background, you can read this article: Bel Fuse Inc. (BELFA): History, Ownership, Mission, How It Works & Makes Money
Bel Fuse Inc. (BELFA) Key Investors and Their Impact on Bel Fuse Inc. (BELFA)
Understanding the investor profile of Bel Fuse Inc. (BELFA) provides valuable insights into the company's stability, growth potential, and strategic direction. Examining who is investing in Bel Fuse Inc. (BELFA) and their motivations can reveal a lot about the market's perception of the company.
While specific real-time data on all individual investors might not be publicly available, we can analyze the general trends and types of investors that typically hold stakes in companies like Bel Fuse Inc. (BELFA). These often include institutional investors, mutual funds, and individual shareholders.
Institutional investors, such as mutual funds, pension funds, and hedge funds, often hold significant portions of a company's stock. Their investment decisions are usually based on in-depth research and analysis, and their actions can have a noticeable impact on stock prices. Monitoring their activity can provide clues about the perceived value and future prospects of Bel Fuse Inc. (BELFA).
Here's a general overview of how different types of investors can influence Bel Fuse Inc. (BELFA):
- Institutional Investors: These entities often hold large blocks of shares and can influence company policy through voting rights. Their trading activity can also affect stock price volatility.
- Mutual Funds: Mutual funds pool money from many investors to invest in a diversified portfolio. Their investment decisions are driven by fund managers' strategies and market outlook.
- Individual Investors: These investors can range from retail traders to high-net-worth individuals. Their collective actions can contribute to market sentiment and stock price movements.
To get a detailed understanding of Bel Fuse Inc. (BELFA)'s investor profile, you can typically consult resources like:
- SEC Filings: Reviewing filings like 13F filings can reveal the holdings of institutional investors.
- Investor Relations: Check Bel Fuse Inc. (BELFA)'s investor relations website for information on major shareholders and analyst coverage.
- Financial News Outlets: Stay informed about news articles and reports that discuss Bel Fuse Inc. (BELFA)'s investors and their activities.
For example, a significant increase in institutional ownership could signal growing confidence in Bel Fuse Inc. (BELFA)'s future prospects, while a large sell-off by a major investor might raise concerns.
Keep in mind that investor behavior is influenced by a variety of factors, including company performance, industry trends, and overall economic conditions. Analyzing these factors in conjunction with investor data can provide a more comprehensive understanding of Bel Fuse Inc. (BELFA)'s market dynamics.
Bel Fuse Inc. (BELFA): History, Ownership, Mission, How It Works & Makes MoneyBel Fuse Inc. (BELFA) Market Impact and Investor Sentiment
Understanding investor sentiment and market reactions surrounding Bel Fuse Inc. (BELFA) is crucial for assessing the company's current standing and future prospects. Analyzing major shareholder activity, recent market behavior, and analyst perspectives provides a comprehensive view of the factors influencing BELFA's stock performance.
As of December 31, 2024, Bel Fuse Inc.'s (BELFA) shares outstanding amounted to 12.6 million. The market capitalization stood at $641.33 million, reflecting the total value of the company's outstanding shares. The enterprise value was recorded at $649.39 million. These figures provide a snapshot of the company's size and overall financial valuation in the market. Mission Statement, Vision, & Core Values of Bel Fuse Inc. (BELFA).
Institutional investors play a significant role in shaping the market dynamics of Bel Fuse Inc. Examining their positions helps to gauge overall sentiment and potential impact on stock price. Here’s a breakdown:
- Number of Institutions Holding Shares: As of Q4 2024, 109 institutions held shares of BELFA.
- Total Shares Held by Institutions: Institutions collectively held 4,399,490 shares.
- Percentage of Shares Held by Institutions: Institutional ownership accounted for 35.01% of the total shares outstanding.
The top institutional holders provide further insight into who is heavily invested in Bel Fuse Inc.:
- Renaissance Technologies LLC: Held 663,451 shares.
- Dimensional Fund Advisors LP: Held 630,428 shares.
- Royce & Associates LP: Held 618,485 shares.
- Hotchkis & Wiley Capital Management LLC: Held 387,826 shares.
- BlackRock Fund Advisors: Held 354,787 shares.
These major institutional positions can influence market sentiment and trading activity in BELFA shares.
Recent market reactions to Bel Fuse Inc. (BELFA) are influenced by various factors, including earnings reports and overall market trends. Monitoring these reactions provides insights into investor confidence and potential future stock performance.
Analyst perspectives on Bel Fuse Inc. (BELFA) provide valuable context for understanding the company's potential. While specific analyst ratings and price targets can fluctuate, their overall outlook often considers factors such as industry trends, company performance, and strategic initiatives. For instance, analysts might focus on Bel Fuse Inc.'s growth strategy in key markets such as automotive and industrial, or its ability to innovate in areas like power solutions and connectivity modules. Keeping abreast of these analyst insights can offer a more informed view of Bel Fuse Inc.'s prospects.
Here is a summary of Bel Fuse Inc.'s financial highlights for fiscal year 2024:
Metric | Amount (USD) |
Revenue | $662.4 million |
Gross Profit | $179.4 million |
Operating Income | $53.9 million |
Net Income | $38.8 million |
Total Assets | $747.2 million |
Total Liabilities | $239.9 million |
Stockholders Equity | $507.3 million |
These figures provide a financial overview, showcasing the profitability and stability of Bel Fuse Inc.
Bel Fuse Inc. (BELFA) DCF Excel Template
5-Year Financial Model
40+ Charts & Metrics
DCF & Multiple Valuation
Free Email Support
Disclaimer
All information, articles, and product details provided on this website are for general informational and educational purposes only. We do not claim any ownership over, nor do we intend to infringe upon, any trademarks, copyrights, logos, brand names, or other intellectual property mentioned or depicted on this site. Such intellectual property remains the property of its respective owners, and any references here are made solely for identification or informational purposes, without implying any affiliation, endorsement, or partnership.
We make no representations or warranties, express or implied, regarding the accuracy, completeness, or suitability of any content or products presented. Nothing on this website should be construed as legal, tax, investment, financial, medical, or other professional advice. In addition, no part of this site—including articles or product references—constitutes a solicitation, recommendation, endorsement, advertisement, or offer to buy or sell any securities, franchises, or other financial instruments, particularly in jurisdictions where such activity would be unlawful.
All content is of a general nature and may not address the specific circumstances of any individual or entity. It is not a substitute for professional advice or services. Any actions you take based on the information provided here are strictly at your own risk. You accept full responsibility for any decisions or outcomes arising from your use of this website and agree to release us from any liability in connection with your use of, or reliance upon, the content or products found herein.