Isthmus Partners 13F: Cuts Columbus McKinnon (CMCO) Stake by $1M

Isthmus Partners cut its stake in Columbus McKinnon Corporation (NasdaqGS: CMCO) by 48.9%, according to a Form 13F filing disclosed on October 21, 2026. The firm sold off 65,816 shares during the period, leaving it with 68,881 shares valued at approximately $1,097,274.

CMCO Columbus McKinnon Corporation

$13.76 ▼ -19.11% year to date

1M 3M YTD

Daily close · Oct 22, 2026

What Changed in Isthmus Partners's Columbus McKinnon Position

The reduction brought Isthmus Partners's holdings down significantly from the 134,697 shares it held previously. Even after the trim, the remaining block of 68,881 shares still represents over a million dollars in market value based on recent filings.

Other Institutional Activity in Columbus McKinnon

Other major institutional investors made adjustments to their positions in Columbus McKinnon around the same reporting cycle. Mirae Asset Global ETFs Holdings Ltd. grew its holdings by 149,989 shares, ending with 1,918,727 shares worth about $26.4 million. Blue Grotto Capital, LLC grew its holdings by 25,998 shares, ending with 1,007,070 shares worth about $13.9 million. Hotchkis & Wiley Capital Management, LLC grew its holdings by 189,516 shares, ending with 877,915 shares worth about $12.1 million. Stanley Capital Management, LLC grew its holdings by 129,994 shares, ending with 855,000 shares worth about $11.8 million. Diameter Capital Partners LP kept its holdings unchanged, ending with 715,783 shares worth about $9.8 million.

Columbus McKinnon Corporation Stock Up 1.5%

Columbus McKinnon shares recently traded around $14.61, putting the stock down about 40.1% from its 52-week high of $24.40 and roughly 21.9% above its 52-week low of $11.99. The stock trades below both its 50-day moving average of $16.86 and its 200-day moving average of $16.70.

Recent Earnings

Columbus McKinnon reported $1.49 billion in trailing twelve-month revenue alongside a net profit margin of -21.2% and a return on equity of -27.7%. The company posted a trailing earnings loss of $9.38 per share. Its next quarterly financial update is scheduled for release on November 3, 2026.

Dividend

Columbus McKinnon pays an annual dividend rate of $0.28 per share, which works out to a dividend yield of 1.92% based on recent share levels. The company's dividend payout ratio currently stands at 133.3%.

Insider Buying and Selling at Columbus McKinnon Corporation

Company insiders added to their personal holdings over the summer. On July 31, 2026, Chief Financial Officer John R Linker bought 7,500 shares at an average price of $19.67 for a total of $147,525. Later, on August 20, 2026, Director Christopher J. Stephens Jr. bought 2,750 shares at $17.14 per share, totaling $47,135.

Analysts Set New Price Targets

Wall Street analysts maintain a positive outlook on the stock overall. On July 31, 2026, JP Morgan maintained its Overweight rating on Columbus McKinnon while raising its price target from $25.00 to $29.00. Across the broader analyst community, the stock holds a consensus rating with a mean price target of $26.00 based on four analyst opinions.

About Columbus McKinnon

Based in Charlotte, North Carolina, Columbus McKinnon Corporation designs and builds motion and material-handling equipment. Its products include hovers, actuators, cranes, and precision tools used to lift, position, and secure heavy items across industrial sites.

Bottom Line

Investors will be watching the company's upcoming earnings report on November 3, 2026, for updates on profit margins and operational turnaround efforts. Institutional shifts and insider buying patterns offer additional context on how market participants view the firm's path forward.