This company has been acquired
PotlatchDeltic (PCH) Aktienübersicht
PotlatchDeltic Corporation (Nasdaq: PCH) ist ein führender Real Estate Investment Trust (REIT), der 2,1 Millionen Hektar Holzland in Alabama, Arkansas, Georgia, Idaho, Louisiana, Mississippi und South Carolina besitzt. Mehr Details
| Schneeflocken-Punktzahl | |
|---|---|
| Bewertung | 2/6 |
| Künftiges Wachstum | 3/6 |
| Vergangene Leistung | 4/6 |
| Finanzielle Gesundheit | 2/6 |
| Dividenden | 5/6 |
PCH Community Fair Values
Create NarrativeSee what 8 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
PotlatchDeltic Corporation Wettbewerber
Preisentwicklung & Leistung
| Historische Aktienkurse | |
|---|---|
| Aktueller Aktienkurs | US$41.73 |
| 52-Wochen-Hoch | US$48.12 |
| 52-Wochen-Tief | US$36.82 |
| Beta | 1.08 |
| 1 Monat Veränderung | 5.06% |
| 3 Monate Veränderung | 5.78% |
| 1 Jahr Veränderung | -4.22% |
| 3 Jahre Veränderung | -13.28% |
| 5 Jahre Veränderung | -19.08% |
| Veränderung seit IPO | 329.38% |
Aktuelle Nachrichten und Updates
PCH: Completed Rayonier Merger And Stable Margins Will Support Future Upside
Analysts have maintained their fair value estimate for PotlatchDeltic at $46.63, indicating only minor adjustments in discount rate, revenue growth assumptions, and future P/E that reflect fine-tuning rather than a shift in their core view. What's in the News Rayonier Inc.PCH: Future Margins And Governance Decisions Will Support Balanced Shareholder Value
Analysts have trimmed their price target on PotlatchDeltic to $46.63 from $47.50, citing updated assumptions for slower revenue growth, a slightly different discount rate, a higher expected profit margin, and a modestly lower future P/E multiple. What's in the News PotlatchDeltic has scheduled a special or extraordinary shareholders meeting for January 27, 2026, giving investors a key date to watch for potential governance or capital structure decisions (Key Developments).PCH: Future Merger Synergies Will Drive Stronger Margins And Shareholder Value
Analysts have trimmed their price target on PotlatchDeltic slightly to approximately 47.50 dollars from about 47.75 dollars, reflecting modestly softer long term revenue growth and profit margin assumptions, partially offset by a higher expected future P E multiple. What's in the News Rayonier Inc.PCH: Future Merger Synergies Will Drive Stronger Margins And Shareholder Value
Analysts have nudged their price target on PotlatchDeltic slightly higher, from 47.50 dollars to 47.75 dollars. They cited modestly improved profit margin expectations that more than offset a small reduction in projected revenue growth and a marginally lower assumed discount rate.Recent updates
PCH: Completed Rayonier Merger And Stable Margins Will Support Future Upside
Analysts have maintained their fair value estimate for PotlatchDeltic at $46.63, indicating only minor adjustments in discount rate, revenue growth assumptions, and future P/E that reflect fine-tuning rather than a shift in their core view. What's in the News Rayonier Inc.PCH: Future Margins And Governance Decisions Will Support Balanced Shareholder Value
Analysts have trimmed their price target on PotlatchDeltic to $46.63 from $47.50, citing updated assumptions for slower revenue growth, a slightly different discount rate, a higher expected profit margin, and a modestly lower future P/E multiple. What's in the News PotlatchDeltic has scheduled a special or extraordinary shareholders meeting for January 27, 2026, giving investors a key date to watch for potential governance or capital structure decisions (Key Developments).PCH: Future Merger Synergies Will Drive Stronger Margins And Shareholder Value
Analysts have trimmed their price target on PotlatchDeltic slightly to approximately 47.50 dollars from about 47.75 dollars, reflecting modestly softer long term revenue growth and profit margin assumptions, partially offset by a higher expected future P E multiple. What's in the News Rayonier Inc.PCH: Future Merger Synergies Will Drive Stronger Margins And Shareholder Value
Analysts have nudged their price target on PotlatchDeltic slightly higher, from 47.50 dollars to 47.75 dollars. They cited modestly improved profit margin expectations that more than offset a small reduction in projected revenue growth and a marginally lower assumed discount rate.PCH: Merger Will Deliver Value as Cost Synergies Are Realized
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.PCH: Merger Will Unlock Shareholder Value as Combined Entity Forms
Analysts have revised their price target for PotlatchDeltic downward from $50.63 to $47.88, citing a higher discount rate and slower projected revenue growth as key factors behind this adjustment. What's in the News Rayonier Inc.PotlatchDeltic: The Idaho Portfolio Is Catching My Eyes
Summary PotlatchDeltic owns 2.1 million acres of timberland in Idaho and in the southern United States. With seven lumber and plywood manufacturing facilities, PCH is also a top 10 lumber producer in the United States, with 1.2 billion board feet of capacity. Approximately 35% of the wood fibre costs within the manufacturing segment were purchases from internally owned timberlands, representing a healthy level of vertical integration. PotlatchDeltic's timberland portfolio is currently valued at ~$1,700 per acre, assuming an implied value of about $400 million for the manufacturing business. There seems to be a growing disconnect between the valuation of publicly-listed versus private timberlands, hence the opportunity. Read the full article on Seeking AlphaPotlatchDeltic: Higher Lumber Prices Seems Inevitable At This Point
Summary I rate PotlatchDeltic Corporation a buy due to a positive outlook for timber prices, driving asset appreciation and operating income growth. PCH's healthy balance sheet and history of rewarding shareholders with special dividends make it an attractive investment, especially with expected dividends in 2025. The Canada-US tariff war is likely to increase local timber prices, benefiting PCH's southern operations and supporting higher profitability. PCH's vertical integration and stable margins enable consistent dividends and share repurchases, aligning with a bullish market outlook and intrinsic value estimates. Read the full article on Seeking AlphaPotlatchDeltic: Great Point To Exit This REIT
Summary PCH's cash flow remains weak despite high timber prices, with adjusted EBITDA annualized at just $180 million against a $4.5 billion enterprise value. Dividends and buybacks are not financed by cash flows, with only $6.3 million available for distribution against $142 million in dividends. We tell you the most important reason why we are downgrading this to a hold and where and when we would short the stock. Read the full article on Seeking AlphaPotlatchDeltic's Strong Roots Amidst Headwinds
Summary PotlatchDeltic, a lumber REIT, is trading at a discount due to oversupply and low construction demand. Short-term challenges are mitigated by cost reductions, modernization efforts, and strong liquidity, positioning PotlatchDeltic well for the anticipated 2025 upcycle. Real estate development and climate initiatives, including solar leasing options, provide revenue stability and offset weak lumber prices, supporting a 4.2% dividend yield. Despite high debt, PotlatchDeltic's strong liquidity and strategic share repurchases enhance shareholder value, with capex expected to normalize in 2025, freeing up capital. Read the full article on Seeking Alpha
Modernization And Critical Ventures To Propel Growth Amid Market Uncertainties
Strategic modernization and expansion at the Waldo sawmill, alongside lucrative real estate transactions, significantly bolster operational efficiency and EBITDA margins.PotlatchDeltic: Inflation Hedge Being Given Away For Cheap (Rating Upgrade)
Summary On our previous article on PotlatchDeltic we had upgraded the stock to a hold from a sell. Fundamentally, things have gotten worse and leverage ratios are beginning to look bad. We tell you why we are upgrading this to a Buy. Read the full article on Seeking AlphaPotlatchDeltic: Asset Rich, Cash Flow Poor
Summary We had a Sell rating on PotlatchDeltic Corporation in our last coverage. It has underperformed comparable REITs and the Vanguard REIT Index ETF since then. Dividends for PotlatchDeltic are not covered by cash flows and won't be covered in the next few years as per current estimates. We go over why we are still upgrading this to a hold from a sell. Read the full article on Seeking AlphaAktionärsrenditen
| PCH | US Specialized REITs | US Markt | |
|---|---|---|---|
| 7D | -2.0% | 1.9% | -0.8% |
| 1Y | -4.2% | 5.0% | 27.1% |
Rendite im Vergleich zur Industrie: PCH übertraf die Branche US Specialized REITs , die im vergangenen Jahr eine Rendite von 5 erzielte.
Rendite vs. Markt: PCH hinter dem Markt US zurück, der im vergangenen Jahr eine Rendite von 27.1 erzielte.
Preisvolatilität
| PCH volatility | |
|---|---|
| PCH Average Weekly Movement | 4.0% |
| Specialized REITs Industry Average Movement | 3.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.2% |
Stabiler Aktienkurs: PCH hatte in den letzten 3 Monaten im Vergleich zum US -Markt keine signifikante Preisvolatilität.
Volatilität im Zeitverlauf: PCHDie wöchentliche Volatilität (4%) ist im vergangenen Jahr stabil geblieben.
Über das Unternehmen
| Gegründet | Mitarbeiter | CEO | Website |
|---|---|---|---|
| 1903 | 1,383 | Eric Cremers | www.potlatchdeltic.com |
PotlatchDeltic Corporation (Nasdaq: PCH) ist ein führender Real Estate Investment Trust (REIT), der 2,1 Millionen Hektar Holzland in Alabama, Arkansas, Georgia, Idaho, Louisiana, Mississippi und South Carolina besitzt. Über seine steuerpflichtige REIT-Tochtergesellschaft betreibt das Unternehmen außerdem sechs Sägewerke, eine Sperrholzfabrik für industrielle Zwecke, ein Wohn- und Gewerbeimmobilienentwicklungsgeschäft und ein Verkaufsprogramm für ländliche Waldflächen. PotlatchDeltic, ein führendes Unternehmen im Bereich der nachhaltigen Forstwirtschaft, hat sich der unternehmerischen Verantwortung verschrieben.
PotlatchDeltic Corporation's Grundlagenzusammenfassung
| PCH grundlegende Statistiken | |
|---|---|
| Marktanteil | US$3.23b |
| Gewinn(TTM) | US$64.25m |
| Umsatz(TTM) | US$1.12b |
Ist PCH zu teuer?
Siehe Fair Value und BewertungsanalyseErträge & Einnahmen
| PCH Gewinn- und Verlustrechnung (TTM) | |
|---|---|
| Einnahmen | US$1.12b |
| Kosten der Einnahmen | US$940.35m |
| Bruttogewinn | US$175.22m |
| Sonstige Ausgaben | US$110.98m |
| Gewinn | US$64.25m |
Zuletzt gemeldete Gewinne
Sep 30, 2025
Datum des nächsten Gewinnberichts
k.A.
| Gewinn per Aktie (EPS) | 0.83 |
| Bruttomarge | 15.71% |
| Nettogewinnspanne | 5.76% |
| Schulden/Eigenkapital-Verhältnis | 54.3% |
Wie hat sich PCH auf lange Sicht entwickelt?
Historische Performance und VergleicheDividenden
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/02/03 21:54 |
| Aktienkurs zum Tagesende | 2026/01/30 00:00 |
| Gewinne | 2025/09/30 |
| Jährliche Einnahmen | 2024/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
PotlatchDeltic Corporation wird von 9 Analysten beobachtet. 7 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Anthony Pettinari | Citigroup Inc |
| Kurt Yinger | D.A. Davidson & Co. |
| Po Wei | Jefferies LLC |