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    Columbia Banking System (COLB) Valuation In Focus After HoldCo Activism And Governance Changes

    Simply Wall St·02/10/2026 07:20:20
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    Activist spotlight puts Columbia Banking System (COLB) in focus

    HoldCo Asset Management’s recent presentation at the UBS Financial Services Conference highlighted its activist campaign at Columbia Banking System (COLB). The firm described engagement that led to governance and management changes without escalating into a proxy contest.

    See our latest analysis for Columbia Banking System.

    Columbia Banking System’s recent activism spotlight comes on top of solid recent price momentum, with a 1-month share price return of 11.6%, a 90-day share price return of 20.52%, and a 1-year total shareholder return of 25.09% at a latest share price of $32.42.

    If this kind of move in a regional bank has your attention, it could be a good moment to widen your search and check out 22 top founder-led companies.

    With COLB trading at $32.42, almost in line with a consensus price target of $32.58 but showing a reported 49.84% intrinsic discount, investors may need to consider whether there is still an opportunity available or if the market has already reflected prospective growth in the price.

    Most Popular Narrative: 50% Undervalued

    Columbia Banking System’s most followed narrative pegs fair value at $32.58 per share, almost matching the latest $32.42 price while still flagging a sizeable discount.

    The planned acquisition and integration of Pacific Premier is positioned to significantly expand Columbia's customer base and market reach in high-growth Western U.S. regions, increasing loan and deposit growth as both population and economic activity continue to rise in these areas; this is likely to have a positive impact on revenue and long-term earnings.

    Read the complete narrative.

    Want to see what supports that kind of valuation gap? The narrative leans on ambitious revenue expansion, higher margins, and a future earnings multiple that has to hold up. Curious which assumptions really do the heavy lifting in that model?

    Result: Fair Value of $32.58 (UNDERVALUED)

    Have a read of the narrative in full and understand what's behind the forecasts.

    However, this story can change quickly if the Pacific Premier integration stumbles or if funding pressures squeeze net interest margins more than expected.

    Find out about the key risks to this Columbia Banking System narrative.

    Build Your Own Columbia Banking System Narrative

    If parts of this story do not quite fit your view, or you would rather test the numbers yourself, you can build a custom thesis in just a few minutes, starting with Do it your way.

    A great starting point for your Columbia Banking System research is our analysis highlighting 4 key rewards and 2 important warning signs that could impact your investment decision.

    Looking for more investment ideas?

    If COLB has sharpened your focus, do not stop here. Broaden your watchlist with a few focused stock ideas that could sharpen your next move.

    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.