Financial Services
Live Price
Offline$57.74
-0.10% today
1Y Change
+7.22%
Window
Jun 30, 2025 → Jun 22, 2026
Coverage: 245 bars · Jun 30, 2025 → Jun 22, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Columbia Balanced Fund Institutional 3 Class (CBDYX) is a Financial Services stock with a market cap of $9.60B. The stock last traded around $57.74 and up 7.2% across the available one-year price window (Jun 30, 2025 → Jun 22, 2026). Baseline metrics include revenue growth of 0.0%, EPS growth of 0.0%, a dividend yield of 0.0%. What stands out right now is revenue 0.0%, EPS 0.0%, free cash flow 0.0% with operating margin 0.0% and ROIC 0.0%. Stock Foundry combines CBDYX price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Financial Services peers on this page.
Benchmark Edge
Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.
Relative Read
CBDYX is 13.26 pts behind over the shared 1Y window.
CBDYX had 1.70 pts deeper max drawdown than SPY.
CBDYX beat SPY in 0 of 2 calendar years shown and trailed in 2.
CBDYX
+7.22%
Normalized return
SPY
+20.48%
S&P 500
Excess Return
-13.26 pts
Relative to SPY
CBDYX Max Drawdown
-10.83%
Trailing 1Y
SPY Max Drawdown
-9.13%
Trailing 1Y
Uses the longest available daily history for CBDYX and SPY.
| Year | CBDYX | SPY | Excess | Leader |
|---|---|---|---|---|
| 2026 | +4.95% | +6.71% | -1.76 pts | SPY |
| 2025 | +2.57% | +11.19% | -8.63 pts | SPY |
Powered by FMP stock_dividend. Includes historical ex-dates, pay dates, and payout amounts.
Dividend Yield
No active yield
Trailing 12M Payout
$3.34
Last Payout
| Ex-Date | Record | Pay | Dividend | Adj | Frequency |
|---|---|---|---|---|---|
| Mar 17, 2026 | Mar 16, 2026 | Mar 17, 2026 | $0.27 | $0.27 | Quarterly |
| Dec 8, 2025 | Dec 5, 2025 | Dec 8, 2025 | $2.79 | $2.79 | Quarterly |
| Sep 17, 2025 | Sep 16, 2025 | Sep 17, 2025 | $0.28 | $0.28 | Quarterly |
| Jun 17, 2025 | Jun 16, 2025 | Jun 17, 2025 | $0.25 | $0.25 | Quarterly |
| Mar 18, 2025 | Mar 17, 2025 | Mar 18, 2025 | $0.25 | $0.25 | Quarterly |
| Dec 9, 2024 | Dec 6, 2024 | Dec 9, 2024 | $3.23 | $3.23 | Quarterly |
| Sep 18, 2024 | Sep 17, 2024 | Sep 18, 2024 | $0.30 | $0.30 | Quarterly |
| Jun 18, 2024 | Jun 17, 2024 | Jun 18, 2024 | $0.27 | $0.27 | Quarterly |
| Mar 18, 2024 | Mar 15, 2024 | Mar 18, 2024 | $0.25 | $0.25 | Quarterly |
| Dec 8, 2023 | Dec 7, 2023 | Dec 8, 2023 | $0.24 | $0.24 | Quarterly |
| Sep 19, 2023 | Sep 18, 2023 | Sep 19, 2023 | $0.28 | $0.28 | Quarterly |
| Jun 16, 2023 | Jun 15, 2023 | Jun 16, 2023 | $0.25 | $0.25 | Quarterly |
| Mar 16, 2023 | Mar 15, 2023 | Mar 16, 2023 | $0.16 | $0.16 | Quarterly |
| Dec 8, 2022 | Dec 7, 2022 | Dec 8, 2022 | $1.78 | $1.78 | Quarterly |
| Sep 19, 2022 | Sep 16, 2022 | Sep 19, 2022 | $0.16 | $0.16 | Quarterly |
| Jun 16, 2022 | Jun 15, 2022 | Jun 16, 2022 | $0.14 | $0.14 | Quarterly |
| Mar 16, 2022 | Mar 15, 2022 | Mar 16, 2022 | $0.13 | $0.13 | Quarterly |
| Dec 8, 2021 | Dec 7, 2021 | Dec 8, 2021 | $4.41 | $4.41 | Quarterly |
| Sep 17, 2021 | Sep 16, 2021 | Sep 17, 2021 | $0.13 | $0.13 | Quarterly |
| Jun 16, 2021 | Jun 15, 2021 | Jun 16, 2021 | $0.12 | $0.12 | Quarterly |
| Mar 16, 2021 | Mar 15, 2021 | Mar 16, 2021 | $0.12 | $0.12 | Quarterly |
| Dec 8, 2020 | Dec 7, 2020 | Dec 8, 2020 | $2.13 | $2.13 | Quarterly |
| Sep 18, 2020 | Sep 17, 2020 | Sep 18, 2020 | $0.14 | $0.14 | Quarterly |
| Jun 15, 2020 | Jun 12, 2020 | Jun 15, 2020 | $0.17 | $0.17 | Quarterly |
| Mar 17, 2020 | Mar 16, 2020 | Mar 17, 2020 | $0.17 | $0.17 | Quarterly |
| Dec 6, 2019 | Dec 5, 2019 | Dec 6, 2019 | $1.31 | $1.31 | Quarterly |
| Sep 18, 2019 | Sep 17, 2019 | Sep 18, 2019 | $0.20 | $0.20 | Quarterly |
| Jun 13, 2019 | Jun 12, 2019 | Jun 13, 2019 | $0.20 | $0.20 | Quarterly |
| Mar 18, 2019 | Mar 15, 2019 | Mar 18, 2019 | $0.15 | $0.15 | Quarterly |
| Dec 7, 2018 | Dec 6, 2018 | Dec 7, 2018 | $1.74 | $1.74 | Quarterly |
| Sep 19, 2018 | Sep 18, 2018 | Sep 19, 2018 | $0.17 | $0.17 | Quarterly |
| Jun 15, 2018 | Jun 14, 2018 | Jun 15, 2018 | $0.16 | $0.16 | Quarterly |
| Mar 16, 2018 | Mar 15, 2018 | Mar 16, 2018 | $0.12 | $0.12 | Quarterly |
| Dec 8, 2017 | Dec 7, 2017 | Dec 8, 2017 | $0.80 | $0.80 | Quarterly |
| Sep 19, 2017 | Sep 18, 2017 | Sep 19, 2017 | $0.15 | $0.15 | Quarterly |
| Jun 16, 2017 | Jun 15, 2017 | Jun 16, 2017 | $0.14 | $0.14 | Quarterly |
| Mar 17, 2017 | Mar 16, 2017 | Mar 17, 2017 | $0.12 | $0.12 | Quarterly |
| Dec 9, 2016 | Dec 8, 2016 | Dec 9, 2016 | $0.28 | $0.28 | Quarterly |
| Sep 19, 2016 | Sep 16, 2016 | Sep 19, 2016 | $0.14 | $0.14 | Quarterly |
| Jun 17, 2016 | Jun 16, 2016 | Jun 17, 2016 | $0.12 | $0.12 | Quarterly |
Next Step
Dividend yield means more when it is matched with payout durability, earnings quality, and sector context.