5 Stocks Offering Strong Shareholder Returns to Protect Your Portfolio
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Aug 18 2025
0mins
Should l Buy COLB?
Source: NASDAQ.COM
Shareholder Yield Importance: Shareholder yield, which combines dividend yield, share buybacks, and net debt reduction, is a crucial metric for long-term investors seeking sustainable returns and risk management.
Investment Strategy: Focusing on companies with high shareholder yields can provide steady income and enhance portfolio returns, especially during economic downturns or low-growth environments.
Highlighted Companies: Notable firms like Eni, BanColombia, Columbia Banking System, Donaldson, and W.P. Carey are recognized for their strong shareholder yields, disciplined capital allocation, and effective debt management.
Market Performance: Empirical studies suggest that portfolios centered around shareholder yield outperform broader market indices over time, offering both income and growth potential for various investment goals.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy COLB?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on COLB
Wall Street analysts forecast COLB stock price to rise
9 Analyst Rating
3 Buy
6 Hold
0 Sell
Moderate Buy
Current: 31.250
Low
28.00
Averages
31.28
High
34.50
Current: 31.250
Low
28.00
Averages
31.28
High
34.50
About COLB
Columbia Banking System, Inc. is the parent company of Columbia Bank (the Bank), a Western United States regional bank. The Bank supports consumers and businesses through a full suite of services, including retail and commercial banking, Small Business Administration (SBA) lending, institutional and corporate banking, and equipment leasing. The Bank’s customers also have access to comprehensive investment and wealth management expertise as well as healthcare and private banking through Columbia Wealth Management. The Bank offers specialized loans for corporate, middle market, and small business customers, including commercial lines of credit and term loans, accounts receivable and inventory financing, international trade finance, multifamily loans, equipment loans, commercial equipment leases, SBA program financing, and capital markets. The Bank operates at more than 350 locations across eight Western states: Washington, Oregon, California, Arizona, Colorado, Nevada, Utah and Idaho.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Columbia Banking System Declares Quarterly Dividend
- Quarterly Dividend Announcement: Columbia Banking System (COLB) declares a quarterly dividend of $0.37 per share, consistent with previous distributions, indicating stable cash flow and profitability, which is likely to attract more investor interest.
- Stable Yield: The forward yield of 4.74% not only provides shareholders with ongoing returns but also reflects the company's robust performance in the current economic environment, enhancing market confidence.
- Dividend Payment Schedule: The dividend will be payable on March 16, with a record date of February 27 and an ex-dividend date also set for February 27, ensuring shareholders receive timely returns and further solidifying their investment confidence.
- Improved Profit Performance: With the integration of Pacific Premier and ongoing buyback initiatives, Columbia Banking System anticipates a net interest margin exceeding 4% by 2026, which will provide stronger support for future dividends and shareholder returns.
See More
Columbia Banking System Declares Quarterly Cash Dividend
- Dividend Announcement: Columbia Banking System's Board of Directors has approved a quarterly cash dividend of $0.37 per common share, payable on March 16, 2026, to shareholders of record as of February 27, 2026, reflecting the company's ongoing commitment to shareholder returns.
- Company Background: Columbia Bank is one of the largest regional banks in the western U.S., with a broad network spanning states like Arizona and California, combining national bank resources with personalized service to enhance its competitive position in the market.
- Diverse Services: The bank offers a full suite of services, including retail and commercial banking, Small Business Administration lending, institutional and corporate banking, and equipment leasing, catering to various customer needs and thereby increasing customer loyalty.
- Investment Management: Through its wealth management division, Columbia Bank provides clients with investment and wealth management expertise, further expanding its service offerings to attract high-net-worth clients and enhance market share.
See More
HoldCo Asset Management Unveils New Presentation at UBS Conference
- Asset Management Scale: HoldCo Asset Management manages approximately $2.8 billion in regulatory assets, showcasing its strength and influence in the financial services sector, indicating its significant position within the industry.
- Activist Shareholder Campaigns: The firm has launched five public activist campaigns targeting banks such as KeyCorp and Comerica, demonstrating its proactive role in driving corporate governance and management changes, which is expected to impact upcoming shareholder meetings.
- Soft Activism Engagements: Additionally, HoldCo has engaged in behind-the-scenes 'soft activism' dialogues with four banks, reflecting its diversified strategy to promote industry change through constructive discussions aimed at achieving substantive improvements.
- Management Changes: Co-founders of HoldCo noted that over the past six months, management teams and boards have made significant changes due to their initiatives, indicating the effectiveness of their shareholder activism and potentially reducing the need for future proxy contests, thereby enhancing investor confidence.
See More
RBC Capital Raises Columbia Banking (COLB) Price Target to $32 After Q4 Earnings Beat
- Price Target Adjustment: RBC Capital raised Columbia Banking's price target from $30 to $32, reflecting positive signals from the company's Q4 earnings beat, indicating market confidence in its future performance.
- Acquisition Impact: Although the Pacific Premier acquisition, completed on August 31, affected performance comparisons, the analyst noted solid core trends with strong asset mix, margin strength, and tight expense control, indicating robust fundamentals.
- Management Signals: Management is signaling a slightly smaller balance sheet to start the year and a lower margin, but expects growth after Q1, demonstrating optimism about future developments.
- Market Performance: The analyst maintains a Sector Perform rating on Columbia Banking, suggesting that despite challenges, there is still a favorable outlook for its market performance and potential growth.
See More
Columbia Bank (COLB) Earnings Call Transcript
See More
Columbia Banking System (COLB) Completes Pacific Premier Acquisition, Net Interest Margin Rises to 4.06%
- Acquisition Completed: Columbia Banking System successfully completed its acquisition of Pacific Premier Bank, enhancing its market position in the Northwest and securing a top ten deposit market share in Southern California, thereby solidifying its leadership as a regional bank.
- Strong Financial Performance: The fourth quarter operating pre-provision net revenue (PPNR) increased by 27% quarter-over-quarter, reflecting successful integration and balance sheet optimization, with expectations for this trend to continue into 2026.
- Significant Cost Savings: The company achieved $63 million in annualized deal-related cost savings, about 50% of the targeted amount, with additional savings anticipated in the first half of 2026, further enhancing profitability.
- Shareholder Return Plan: Share repurchase activity is expected to increase to a range of $150 million to $200 million per quarter in 2026, demonstrating the company's strong commitment to enhancing shareholder returns while maintaining robust credit metrics and a strategic focus on balance sheet optimization.
See More
Columbia Banking System Declares Quarterly Dividend
- Quarterly Dividend Announcement: Columbia Banking System (COLB) declares a quarterly dividend of $0.37 per share, consistent with previous distributions, indicating stable cash flow and profitability, which is likely to attract more investor interest.
- Stable Yield: The forward yield of 4.74% not only provides shareholders with ongoing returns but also reflects the company's robust performance in the current economic environment, enhancing market confidence.
- Dividend Payment Schedule: The dividend will be payable on March 16, with a record date of February 27 and an ex-dividend date also set for February 27, ensuring shareholders receive timely returns and further solidifying their investment confidence.
- Improved Profit Performance: With the integration of Pacific Premier and ongoing buyback initiatives, Columbia Banking System anticipates a net interest margin exceeding 4% by 2026, which will provide stronger support for future dividends and shareholder returns.
See More
Columbia Banking System Declares Quarterly Cash Dividend
- Dividend Announcement: Columbia Banking System's Board of Directors has approved a quarterly cash dividend of $0.37 per common share, payable on March 16, 2026, to shareholders of record as of February 27, 2026, reflecting the company's ongoing commitment to shareholder returns.
- Company Background: Columbia Bank is one of the largest regional banks in the western U.S., with a broad network spanning states like Arizona and California, combining national bank resources with personalized service to enhance its competitive position in the market.
- Diverse Services: The bank offers a full suite of services, including retail and commercial banking, Small Business Administration lending, institutional and corporate banking, and equipment leasing, catering to various customer needs and thereby increasing customer loyalty.
- Investment Management: Through its wealth management division, Columbia Bank provides clients with investment and wealth management expertise, further expanding its service offerings to attract high-net-worth clients and enhance market share.
See More
HoldCo Asset Management Unveils New Presentation at UBS Conference
- Asset Management Scale: HoldCo Asset Management manages approximately $2.8 billion in regulatory assets, showcasing its strength and influence in the financial services sector, indicating its significant position within the industry.
- Activist Shareholder Campaigns: The firm has launched five public activist campaigns targeting banks such as KeyCorp and Comerica, demonstrating its proactive role in driving corporate governance and management changes, which is expected to impact upcoming shareholder meetings.
- Soft Activism Engagements: Additionally, HoldCo has engaged in behind-the-scenes 'soft activism' dialogues with four banks, reflecting its diversified strategy to promote industry change through constructive discussions aimed at achieving substantive improvements.
- Management Changes: Co-founders of HoldCo noted that over the past six months, management teams and boards have made significant changes due to their initiatives, indicating the effectiveness of their shareholder activism and potentially reducing the need for future proxy contests, thereby enhancing investor confidence.
See More
RBC Capital Raises Columbia Banking (COLB) Price Target to $32 After Q4 Earnings Beat
- Price Target Adjustment: RBC Capital raised Columbia Banking's price target from $30 to $32, reflecting positive signals from the company's Q4 earnings beat, indicating market confidence in its future performance.
- Acquisition Impact: Although the Pacific Premier acquisition, completed on August 31, affected performance comparisons, the analyst noted solid core trends with strong asset mix, margin strength, and tight expense control, indicating robust fundamentals.
- Management Signals: Management is signaling a slightly smaller balance sheet to start the year and a lower margin, but expects growth after Q1, demonstrating optimism about future developments.
- Market Performance: The analyst maintains a Sector Perform rating on Columbia Banking, suggesting that despite challenges, there is still a favorable outlook for its market performance and potential growth.
See More
Columbia Bank (COLB) Earnings Call Transcript
See More
Columbia Banking System (COLB) Completes Pacific Premier Acquisition, Net Interest Margin Rises to 4.06%
- Acquisition Completed: Columbia Banking System successfully completed its acquisition of Pacific Premier Bank, enhancing its market position in the Northwest and securing a top ten deposit market share in Southern California, thereby solidifying its leadership as a regional bank.
- Strong Financial Performance: The fourth quarter operating pre-provision net revenue (PPNR) increased by 27% quarter-over-quarter, reflecting successful integration and balance sheet optimization, with expectations for this trend to continue into 2026.
- Significant Cost Savings: The company achieved $63 million in annualized deal-related cost savings, about 50% of the targeted amount, with additional savings anticipated in the first half of 2026, further enhancing profitability.
- Shareholder Return Plan: Share repurchase activity is expected to increase to a range of $150 million to $200 million per quarter in 2026, demonstrating the company's strong commitment to enhancing shareholder returns while maintaining robust credit metrics and a strategic focus on balance sheet optimization.
See More
