Columbus McKinnon stock target cut to $15 by DA Davidson

Published 09/04/2025, 11:58
Columbus McKinnon stock target cut to $15 by DA Davidson

On Wednesday, DA Davidson analyst Matt Summerville adjusted the price target for Columbus McKinnon (NASDAQ:CMCO), a global designer, manufacturer, and marketer of motion control products, technologies, systems, and services. The new price target is set at $15.00, down from the previous $25.00, while the firm has chosen to maintain a Neutral rating on the stock. The company's shares, currently trading at $12.88, have declined nearly 70% over the past year. According to InvestingPro analysis, the stock appears undervalued based on its Fair Value metrics.

The adjustment comes in the wake of last week's tariff announcements, which have prompted a reevaluation of near-term organic growth assumptions for Columbus McKinnon. The analyst pointed out the potential impact that ongoing tariff-related rhetoric could have on the company's short-cycle business. Despite these challenges, the company maintains strong liquidity with a current ratio of 2.03, indicating sufficient assets to cover short-term obligations.

Further concerns were raised regarding the financial implications of Columbus McKinnon's upcoming acquisition of Kito Crosby. The deal is expected to increase the company's pre-synergy net leverage to approximately 6.0 times, compared to the 5.0 times credit agreement leverage, including synergies.

Summerville's commentary highlighted a cautious stance on Columbus McKinnon's stock, stating, "With a firm tariff scheme in place at present and CMCO's closure of its Kito Crosby acquisition later this year poised to raise its pre-synergy net leverage to ~6.0x (5.0x credit agreement leverage incl. synergies), we wanted to echo our cautious stance on the name. We are reducing our estimates and PT (now $15) while we maintain our NEUTRAL rating."

The price target reduction reflects the analyst's updated view on the company's financial position and market challenges following the tariff announcements and the impending acquisition. Columbus McKinnon's investors will likely monitor the impact of these factors on the company's financial performance and stock value.

In other recent news, Columbus McKinnon Corporation announced a regular quarterly dividend of $0.07 per share, set to be distributed in May 2025. The company has also entered into a definitive agreement to acquire Kito Crosby Ltd. for $2.7 billion, with the transaction expected to significantly expand Columbus McKinnon's operations. However, this acquisition has led S&P Global Ratings to place Columbus McKinnon's 'B+' issuer credit rating on CreditWatch with negative implications due to increased leverage concerns. Moody's Ratings has also placed Columbus McKinnon's ratings under review for a potential downgrade, citing the high financial leverage expected at the close of the acquisition.

In parallel, DA Davidson downgraded Columbus McKinnon's stock rating from Buy to Neutral, adjusting the price target from $35 to $25. The downgrade was influenced by a decrease in short-cycle activity and project delays, alongside concerns over the company's financial outlook post-acquisition. Meanwhile, Moody's is reviewing Kito Crosby's ratings for a possible upgrade, considering the benefits of joining a higher-rated entity like Columbus McKinnon. These developments reflect the dynamic changes Columbus McKinnon is navigating amid its strategic acquisition plans.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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