Columbia Sportswear (NASDAQ:COLM) Updates FY 2026 Earnings Guidance

Columbia Sportswear (NASDAQ:COLM) updated its FY 2026 earnings guidance on Tuesday. The company provided EPS guidance of 3.200-3.650 for the period, compared to the consensus EPS estimate of 3.070. The company issued revenue guidance of $3.4 billion-$3.5 billion, compared to the consensus revenue estimate of $3.4 billion. Columbia Sportswear also updated its Q1 2026 guidance to 0.290-0.370 EPS.

Columbia Sportswear Stock Performance

Shares of COLM stock traded down $3.33 on Thursday, hitting $62.36. 406,053 shares of the stock traded hands, compared to its average volume of 668,038. Columbia Sportswear has a twelve month low of $47.47 and a twelve month high of $92.88. The firm’s 50-day moving average price is $55.33 and its two-hundred day moving average price is $54.25. The stock has a market capitalization of $3.36 billion, a PE ratio of 19.20 and a beta of 0.91.

Columbia Sportswear (NASDAQ:COLM) last issued its earnings results on Tuesday, February 3rd. The textile maker reported $1.73 EPS for the quarter, topping analysts’ consensus estimates of $1.22 by $0.51. The company had revenue of $1.07 billion for the quarter, compared to the consensus estimate of $1.03 billion. Columbia Sportswear had a net margin of 5.22% and a return on equity of 12.09%. Columbia Sportswear’s quarterly revenue was down 2.4% compared to the same quarter last year. During the same period in the previous year, the firm earned $1.80 earnings per share. 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. On average, equities research analysts anticipate that Columbia Sportswear will post 4.1 EPS for the current fiscal year.

Columbia Sportswear Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, March 20th. Investors of record on Monday, March 9th will be given a $0.30 dividend. This represents a $1.20 annualized dividend and a yield of 1.9%. The ex-dividend date is Monday, March 9th. Columbia Sportswear’s dividend payout ratio is presently 37.04%.

Wall Street Analyst Weigh In

A number of equities research analysts have commented on the company. Robert W. Baird set a $63.00 target price on Columbia Sportswear in a research report on Wednesday. UBS Group restated a “sell” rating and issued a $44.00 price objective (up from $39.00) on shares of Columbia Sportswear in a report on Wednesday. Citigroup reaffirmed a “neutral” rating and issued a $62.00 target price (up previously from $55.00) on shares of Columbia Sportswear in a research report on Wednesday. Stifel Nicolaus lifted their price target on shares of Columbia Sportswear from $60.00 to $68.00 and gave the company a “buy” rating in a research 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 equities research analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Hold” and an average target price of $60.50.

More Columbia Sportswear News

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

• Positive Sentiment: Q4 beat on both EPS and revenue — Columbia reported $1.73 EPS (vs. ~$1.22 est.) and $1.07B in revenue (beat ~ $1.03B), which reassured investors on near‑term profitability. Columbia Sportswear Q4 Earnings Beat Estimates, Sales Down Y/Y
• Positive Sentiment: Full‑year 2026 EPS guidance raised above Street — management set FY26 EPS of $3.20–$3.65 (above consensus) and reiterated revenue targets, supporting a more constructive medium‑term outlook. Company Reports Fourth Quarter and Full Year 2025 Financial Results
• Positive Sentiment: Analyst upgrade/price target lift — Stifel raised its price target to $68 and put a Buy rating on the stock, adding buy‑side momentum after the results. Stifel Nicolaus Price Target Raise
• Positive Sentiment: Dividend declared ($0.30/share) — maintains shareholder returns and supports income investors.
• Neutral Sentiment: International and direct‑to‑consumer (DTC) momentum offset U.S. weaknesses — management highlighted brand re‑energization abroad and DTC gains as growth levers, a strategic positive but not an immediate revenue fix for U.S. softness. COLM Q4 Deep Dive: International Momentum and Brand Strategy Offset U.S. Headwinds
• Negative Sentiment: Weak Q1 guide — management gave Q1 EPS guidance of $0.29–$0.37 versus Street ~ $0.61, and Q1 revenue guidance below consensus, which pressured near‑term expectations and sparked the intraday pullback. Earnings Release and Guidance
• Negative Sentiment: Revenue still down year‑over‑year and U.S. demand soft — despite beats, sales fell ~2.4% y/y and management noted tariff/headwind risks, keeping some investors cautious on sustainable top‑line recovery. Assessing Columbia Sportswear (COLM) Valuation After Softer Results And Cautious 2026 Outlook

Institutional Trading of Columbia Sportswear

Hedge funds have recently added to or reduced their stakes in the company. Allworth Financial LP increased its position in Columbia Sportswear by 690.0% during the third quarter. Allworth Financial LP now owns 553 shares of the textile maker’s stock worth $29,000 after buying an additional 483 shares during the period. Parallel Advisors LLC increased its stake in Columbia Sportswear by 250.0% in the third quarter. Parallel Advisors LLC now owns 581 shares of the textile maker’s stock valued at $30,000 after purchasing an additional 415 shares during the period. EverSource Wealth Advisors LLC raised its holdings in shares of Columbia Sportswear by 255.7% in the second quarter. EverSource Wealth Advisors LLC now owns 683 shares of the textile maker’s stock valued at $42,000 after buying an additional 491 shares during the last quarter. Jones Financial Companies Lllp boosted its stake in shares of Columbia Sportswear by 208.3% during the first quarter. Jones Financial Companies Lllp now owns 555 shares of the textile maker’s stock worth $42,000 after buying an additional 375 shares during the period. Finally, US Bancorp DE grew its holdings in shares of Columbia Sportswear by 29.6% during the third quarter. US Bancorp DE now owns 1,621 shares of the textile maker’s stock worth $85,000 after buying an additional 370 shares during the last quarter. Institutional investors and hedge funds own 47.76% of the company’s stock.

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.