Stocks/CLBK

CLBK

Columbia Financial, Inc.
Financial Services·Banks - Regional
$20.13
$2.1B market cap
Revenue
$252.4M
Free Cash Flow
$23.3M
Rev Growth
+0.0%
FCF Margin
9.2%
P/FCF
90.0x
EV/FCF
131.7x
Fwd EV/EBITDA
--
Fair Value
--
Upside
--

Columbia Financial, Inc., a bank holding company, provides financial services to businesses and consumers in the United States. The company offers non-interest-bearing demand deposits, such as individual and commercial checking accounts; interest bearing demand accounts comprising interest earning checking accounts and municipal accounts; and savings and club accounts, money market accounts, and certificates of deposit. It also provides loans, including multifamily and commercial real estate loa

2-Year Price History

$20.36+42.0%
$14$15$16$17$18$19$20volJun 24Oct 24Jan 25May 25Sep 25Jan 26May 26

Quarterly Financials & Projections

Quarterly Waterfall ($ M)
PeriodRevEBITDAOpInNIOCFFCFCapExCashDebtSharesROICIntCovEV/EBITDA
Act2026-Q1122.018.718.713.13.11.3-1.9277.01,247101.53.2%0.3x--
Act2025-Q4130.420.020.015.724.422.0-2.4340.71,183101.44.0%0.3x--

Valuation & Metrics

Market Stats

Price$20.13
Market Cap$2.1B
Enterprise Value$3.1B
P/S Ratio8.3x
P/FCF90.0x
EV/FCF131.7x
FCF Margin (TTM)9.2%
FCF Yield1.1%
Dividend Yield (TTM)--
Annual Dilution0.0%
CurrencyUSD

TTM Financial Snapshot

Revenue$252.4M
Net Income$28.8M
Free Cash Flow$23.3M

Revenue Growth (YoY)+0.0%
EBITDA Margin15.3%
Net Margin11.4%
FCF Margin9.2%
CapEx % of Revenue1.7%
SBC % of Revenue1.2%
ROIC3.6%
WC Change % Rev-0.1%
Interest Coverage0.3x

Forward Outlook & Risk

Short Interest

Short % of Float--
Short Shares2.2M
Days to Cover8.6
Change (vs Prior)-0.3%
Need at least 2 settlement dates for chart

Employees

Headcount708
Revenue / Employee$356,511
Gross Profit / Employee$183,052

Institutional Ownership

Headline & net flow

NEUTRAL
Net flow · still filing
No float data — flow unavailable.

Ownership composition

Active
3.7%(+0.5% YoY)
109 filers
hedge / family / endowment
Retail funds
Fidelity, Schwab, 401(k)
Passive
7.3%(+1.0% YoY)
11 filers
Vanguard, iShares, SPDR
Market makers
0.1%(-0.0% YoY)
4 filers
Citadel, Susquehanna
Insiders
Form 4 — latest per insider
0%25%50%75%100%2022-062023-032023-122024-092025-062026-03
ActiveRetail fundsPassiveMarket makersRetail direct

Top holders

Fund$ valueCost basisΔ QoQΔ YoYα lifeFund AUM
BlackRock, Inc.Passive$40.4M$16.98−$1.1M−$626K-0.2%$5.69T
DIMENSIONAL FUND ADVISORS LPPassive$35.7M$17.57+$905K+$1.4M-0.4%$480.92B
VANGUARD CAPITAL MANAGEMENT LLCPassive$21.0M$17.51+$21.0M+$21.0M$4.04T
VANGUARD PORTFOLIO MANAGEMENT LLCPassive$19.1M$17.51+$19.1M+$19.1M$1.91T
STATE STREET CORPPassive$16.1M$17.24−$141K+$910K-0.2%$2.89T
GEODE CAPITAL MANAGEMENT, LLCPassive$13.3M$17.21−$330K+$294K+2.3%$1.61T
RENAISSANCE TECHNOLOGIES LLC$11.8M$18.08+$1.3M+$796K+1.2%$63.91B
Ursa Fund Management, LLC$8.8M$17.51+$8.8M+$8.8M-4.2%$32.7M
MORGAN STANLEY$6.2M$18.60+$1.3M+$1.8M-0.3%$1.65T
NORTHERN TRUST CORPPassive$4.2M$17.32+$101K−$238K-0.2%$755.34B
D. E. Shaw & Co., Inc.$4.0M$15.59+$375K+$1.9M-0.3%$118.02B
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$3.9M$16.74−$142K−$52K+0.7%$645.81B
Creative Planning$3.1M$14.95−$131K+$2.2M-0.7%$144.46B
VANGUARD FIDUCIARY TRUST COPassive$3.1M$17.51+$3.1M+$3.1M$395.83B
GOLDMAN SACHS GROUP INC$3.0M$16.85−$149K+$712K-0.2%$760.93B
TWO SIGMA INVESTMENTS, LP$2.5M$15.06+$67K+$1.8M-0.9%$117.03B
TUDOR INVESTMENT CORP ET AL$1.9M$16.96+$1.5M+$1.9M-0.3%$17.85B
Bank of New York Mellon Corp$1.9M$18.21−$50K−$91K-0.2%$543.21B
UBS Group AG$1.8M$16.30+$592K+$560K-0.3%$562.11B
CITIGROUP INC$1.8M$16.09+$296K+$1.3M-0.3%$156.55B
Cost basis is a volume-weighted estimate from accumulation periods within our 13F history; holders who built their position before our window started will show a stale basis. % above the cost basis is the unrealized gain at the current price.

Trading behavior

Smart-money alpha (lifetime, %/qtr)BEARISH
Holders
-0.36%
avg per quarter
Holders (ex-self)
-0.36%
excl. this stock
Buyers (this Q)
-1.48%
48 buyers · $0.07B in
Sellers (this Q)
-0.24%
45 sellers · $-0.00B out
alpha coverage: 81% of $ has a lifetime-alpha record
Holder behavior on this stocksource: stock
On big dips (−10%+)
-9.7%
how holders react when this stock falls
On quiet Qs
-7.3%
−10% to +10% baseline
On rallies (+10%+)
-0.4%
how they react when this stock rises
Holders' portfolio flow this Q
-1.5%
outflows — trims may be forced
Sellers' portfolio flow this Q
+0.1%
Sellers' overall flow ~ flat.
▸ Compare to holder-profile behavior (across all their stocks)
Holder dip (any stock)
-5.0%
Holder mid (any stock)
-7.4%
Holder rally (any stock)
-9.1%

Top Holders Over Time

5-year share-count history (top 10 holders by peak, incl. exited) + price

01.1M2.3M3.4M4.6M$15$16$18$20$222021-062022-062023-062024-062025-062026-03
hover the chart for per-quarter detailprice (right axis)
T. Rowe Price Investment Management, Inc.PRICE T ROWE ASSOCIATES INC /MD/19KRENAISSANCE TECHNOLOGIES LLC676KAncora Advisors LLCUrsa Fund Management, LLC500KNORGES BANKARROWSTREET CAPITAL, LIMITED PARTNERSHIPMILLENNIUM MANAGEMENT LLCMORGAN STANLEY354KCHARLES SCHWAB INVESTMENT MANAGEMENT INC222K

Analyst Coverage

Analyst Coverage
Price Targets
Last Year (1 analysts)$17.00-1550.0%
Current Price$20.13
Analyst Ratings
2
Hold: 2Consensus: Hold

Corporate

Order Flow (FINRA, ~3w lag)

17.3%retail-2.3pp
15.6%dark+4.3pp
week of 2026-04-13
5%10%15%20%25%24-1125-0225-0525-0825-1126-0226-04retail (non-ATS)dark (ATS)
Off-exchange volume from FINRA. Retail = non-ATS (wholesaler PFOF + broker internalization). Dark = ATS (dark-pool crossing networks, institutional). Lit-exchange = remainder.

Filing Risk Analysis

Filing Risk Scores

Columbia Financial, Inc.: Low-risk administrative compliance profile with standard institutional reporting structures.

Overall Risk
2/10
Fraud
1/10
Dilution
2/10
Insolvency
2/10
Earnings Overstated
2/10
Hidden Liabilities
1/10
Legal
1/10
Audit Warnings
1/10
Hidden Upside
2/10
Contextually Acceptable
10/10