Update shared on 28 Nov 2025
Fair value Decreased 0.78%Analysts have slightly lowered their price target for PotlatchDeltic from $47.88 to $47.50, citing subtle improvements in revenue growth and profit margin forecasts, along with a modest adjustment to valuation multiples and discount rates.
What's in the News
- Rayonier Inc. has agreed to acquire PotlatchDeltic Corporation in a merger of equals valued at $3.5 billion (Key Developments).
- PotlatchDeltic shareholders will receive 1.7339 shares of Rayonier for each PotlatchDeltic share, representing an implied price of $44.11 per share (Key Developments).
- The combined company will be based in Atlanta, Georgia, with significant regional offices in Spokane, Washington and Wildlight, Florida (Key Developments).
- Following the merger, Mark McHugh will continue as President and CEO. Eric Cremers will become Executive Chair of the Board for 24 months (Key Developments).
- The companies expect to achieve approximately $40 million in annual cost synergies within 24 months of closing (Key Developments).
Valuation Changes
- Consensus Analyst Price Target has declined slightly, moving from $47.88 to $47.50 per share.
- Discount Rate has decreased marginally, changing from 7.83% to 7.81%.
- Revenue Growth expectations have risen slightly, increasing from 1.34% to 1.36%.
- Net Profit Margin is projected to improve modestly, going from 10.68% to 10.87%.
- Future P/E ratio estimate has fallen somewhat, shifting from 35.33x to 33.93x.
Disclaimer
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