COLUMBIA SPORTSWEAR COMPANY
In the published model solve dated 2026-Q2, anchored at $58.01, COLUMBIA SPORTSWEAR COMPANY (COLM) is priced for -4.1% growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 25, 2026 from SEC EDGAR filings.
• At roughly 10x mid-cycle operating income, the market is underwriting company-wide operating profit that shrinks rather than grows over the next five years, which is an unusual thing to pay for a brand with no funded debt. • Growth has moved offshore: the 10-K reports EMEA segment operating income rising to $121.4 million, or 21.0% of net sales, in 2025 from $103.5 million a year earlier, while the first quarter of 2026 showed ⟦underlying weakness in the U.S., primarily in the Columbia and SOR
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285 institutional managers reported holding COLM in 13F filings for the quarter ended 2026-03-31. Together they hold about 46% of the company; the top 10 hold 27%. 58 opened new positions that quarter. Held by BlackRock, Vanguard Group, Dimensional Fund Advisors, among others. On the short side, 3.4M shares were sold short as of the 2026-06-15 count, about 7% of shares outstanding (8 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
COLM has cut its share count 20.7% over the past five years, spending $1.25B on repurchases. It pays a dividend, and has paid one every year in our records (16 and counting); the current rate is $1.20 a share annually. Cash returned over the past three years: $187.22M in dividends and $774.55M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at COLM over the trailing three years: 2025: 2 buys totaling $31k. 16 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
COLM's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2022-05-06 | -5.1% | -2.3% |
| 2022-08-05 | +1.7% | -2.8% |
| 2022-11-04 | +2.0% | +21.9% |
| 2023-02-24 | -4.0% | -5.0% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
COLM's latest 8-K filings: 2026-07-30 (items 2.02, 7.01, 9.01); 2026-06-16 (items 5.02, 5.07, 9.01); 2026-04-30 (items 2.02, 7.01, 9.01); 2026-03-20 (items 1.01, 1.02, 2.03, 9.01); 2026-02-03 (items 2.02, 7.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 25, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.