Columbia Sportswear (NASDAQ:COLM) Shares Gap Up on Better-Than-Expected Earnings

Columbia Sportswear Company (NASDAQ:COLM)’s stock price gapped up before the market opened on Wednesday following a better than expected earnings announcement. The stock had previously closed at $57.40, but opened at $65.96. Columbia Sportswear shares last traded at $66.0580, with a volume of 168,910 shares trading hands.

The textile maker reported $1.73 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.22 by $0.51. Columbia Sportswear had a return on equity of 12.09% and a net margin of 5.22%.The firm had revenue of $1.07 billion for the quarter, compared to the consensus estimate of $1.03 billion. During the same period in the prior year, the firm earned $1.80 EPS. The firm’s revenue was down 2.4% on a year-over-year basis. Columbia Sportswear has set its FY 2026 guidance at 3.200-3.650 EPS and its Q1 2026 guidance at 0.290-0.370 EPS.

Columbia Sportswear Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, March 20th. Stockholders of record on Monday, March 9th will be issued a $0.30 dividend. This represents a $1.20 annualized dividend and a dividend yield of 1.8%. The ex-dividend date of this dividend is Monday, March 9th. Columbia Sportswear’s dividend payout ratio is 37.04%.

Columbia Sportswear News Summary

Here are the key news stories impacting Columbia Sportswear this week:

• Positive Sentiment: Q4 earnings beat: COLM reported $1.73 EPS vs. consensus $1.22 and revenue of ~$1.07B topping estimates, which reassures profitability and drove initial upside. Press Release
• Positive Sentiment: Upgraded FY26 earnings outlook: Management set FY2026 EPS guidance of $3.20–3.65, above Street estimates, signaling stronger full-year profitability expectations. Business Wire
• Positive Sentiment: Analyst support: Stifel raised its price target to $68 with a Buy rating, adding dealer support to the rally. Benzinga
• Positive Sentiment: Dividend declared: Company announced a $0.30 quarterly dividend, which may attract income-focused investors. (Record March 9; pay March 20.)
• Neutral Sentiment: International & DTC strength: Management and coverage highlight improving international momentum and direct-to-consumer gains that offset U.S. softness — a structural positive but one that will take time to scale. Deep Dive
• Neutral Sentiment: Valuation discussion: Analysts are reassessing COLM’s valuation after softer near-term metrics; longer-term thesis depends on brand re‑energization and product cycles. Valuation Article
• Negative Sentiment: Cautious near-term guide: Q1 FY26 guidance is well below consensus (EPS $0.29–0.37 vs. est. ~$0.61) and revenue guidance came in under Street expectations — this creates short-term execution risk and volatility. Zacks
• Negative Sentiment: Sales pressure in U.S.: Q4 revenue declined ~2.4% year-over-year and management flagged U.S. demand as a headwind, which could constrain near-term top-line growth. MarketBeat

Wall Street Analyst Weigh In

Several equities research analysts have weighed in on the company. UBS Group reaffirmed a “sell” rating and set a $44.00 price target (up from $39.00) on shares of Columbia Sportswear in a research report on Wednesday. BTIG Research reaffirmed a “buy” rating and set a $75.00 target price on shares of Columbia Sportswear in a report on Friday, January 30th. Citigroup reiterated a “neutral” rating and set a $62.00 price target (up from $55.00) on shares of Columbia Sportswear in a research report on Wednesday. Robert W. Baird set a $63.00 price target on Columbia Sportswear in a report on Wednesday. Finally, Zacks Research raised shares of Columbia Sportswear from a “strong sell” rating to a “hold” rating in a research note on Thursday, November 20th. Two investment analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Hold” and an average price target of $60.50.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently made changes to their positions in the business. Sequoia Financial Advisors LLC purchased a new position in Columbia Sportswear during the fourth quarter valued at $470,000. Comerica Bank boosted its holdings in Columbia Sportswear by 11.1% in the 4th quarter. Comerica Bank now owns 16,544 shares of the textile maker’s stock worth $911,000 after buying an additional 1,647 shares during the last quarter. Teacher Retirement System of Texas boosted its holdings in Columbia Sportswear by 20.9% in the 4th quarter. Teacher Retirement System of Texas now owns 101,229 shares of the textile maker’s stock worth $5,577,000 after buying an additional 17,472 shares during the last quarter. Bayforest Capital Ltd purchased a new stake in Columbia Sportswear during the 4th quarter worth approximately $117,000. Finally, Farther Finance Advisors LLC raised its holdings in shares of Columbia Sportswear by 195.4% during the fourth quarter. Farther Finance Advisors LLC now owns 449 shares of the textile maker’s stock valued at $25,000 after acquiring an additional 297 shares during the last quarter. Hedge funds and other institutional investors own 47.76% of the company’s stock.

Columbia Sportswear Stock Up 14.4%

The firm has a 50-day moving average price of $55.33 and a two-hundred day moving average price of $54.25. The firm has a market cap of $3.54 billion, a PE ratio of 20.27 and a beta of 0.91.

Columbia Sportswear Company Profile

Columbia Sportswear Company develops, sources, markets and distributes a wide range of outdoor apparel, footwear and accessories designed for activities such as hiking, skiing, snowboarding and trail running. Its product portfolio includes weatherproof jackets and pants featuring proprietary technologies like Omni-Tech® waterproofing and Omni-Heat® thermal reflective lining, as well as activewear, footwear, hats, gloves and accessories under the Columbia® brand and complementary brands.

Founded in 1938 as the Columbia Hat Company in Portland, Oregon, the company initially focused on headwear before expanding into outerwear in the 1970s with the introduction of the Bugaboo® interchange jacket.