Columbia Sportswear (NASDAQ:COLM) Updates Q1 2026 Earnings Guidance

Columbia Sportswear (NASDAQ:COLM) issued an update on its first quarter 2026 earnings guidance on Tuesday morning. The company provided EPS guidance of 0.290-0.370 for the period, compared to the consensus EPS estimate of 0.610. The company issued revenue guidance of $747.0 million-$759.0 million, compared to the consensus revenue estimate of $786.9 million. Columbia Sportswear also updated its FY 2026 guidance to 3.200-3.650 EPS.

Columbia Sportswear Stock Performance

Shares of COLM traded down $3.33 during mid-day trading on Thursday, reaching $62.36. 406,053 shares of the company’s stock traded hands, compared to its average volume of 668,038. Columbia Sportswear has a 12 month low of $47.47 and a 12 month high of $92.88. The business’s 50-day moving average price is $55.33 and its 200-day moving average price is $54.25. The stock has a market capitalization of $3.36 billion, a P/E ratio of 19.20 and a beta of 0.91.

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

Columbia Sportswear Announces Dividend

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

Wall Street Analyst Weigh In

COLM has been the subject of several analyst reports. Robert W. Baird set a $63.00 target price on Columbia Sportswear in a report on Wednesday. Zacks Research upgraded Columbia Sportswear from a “strong sell” rating to a “hold” rating in a report on Thursday, November 20th. Stifel Nicolaus upped their price objective on shares of Columbia Sportswear from $60.00 to $68.00 and gave the company a “buy” rating in a research note on Wednesday. Weiss Ratings reissued a “hold (c-)” rating on shares of Columbia Sportswear in a research report on Monday, December 29th. Finally, UBS Group restated a “sell” rating and issued a $44.00 price target (up previously from $39.00) on shares of Columbia Sportswear in a research report on Wednesday. Two investment analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company has an average rating of “Hold” and an average target price of $60.50.

Trending Headlines about Columbia Sportswear

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 Inflows and Outflows

Several hedge funds have recently modified their holdings of COLM. AQR Capital Management LLC lifted its stake in shares of Columbia Sportswear by 82.9% in the 3rd quarter. AQR Capital Management LLC now owns 970,675 shares of the textile maker’s stock valued at $50,242,000 after purchasing an additional 439,913 shares during the last quarter. Invesco Ltd. raised its holdings in Columbia Sportswear by 231.7% during the second quarter. Invesco Ltd. now owns 367,330 shares of the textile maker’s stock valued at $22,437,000 after buying an additional 256,578 shares in the last quarter. Cubist Systematic Strategies LLC acquired a new stake in shares of Columbia Sportswear in the second quarter worth about $12,238,000. Dimensional Fund Advisors LP boosted its stake in shares of Columbia Sportswear by 11.6% during the 3rd quarter. Dimensional Fund Advisors LP now owns 1,825,233 shares of the textile maker’s stock worth $95,457,000 after acquiring an additional 189,939 shares in the last quarter. Finally, Voloridge Investment Management LLC boosted its stake in shares of Columbia Sportswear by 72.2% during the 3rd quarter. Voloridge Investment Management LLC now owns 437,576 shares of the textile maker’s stock worth $22,885,000 after acquiring an additional 183,412 shares in 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.