This company has been acquiredThe company may no longer be operating, as it has been acquired. Find out why through their latest events.See Latest EventsPotlatchDeltic（PCH）株式概要ポトラッチ・デルティック・コーポレーション（Nasdaq: PCH）は、アラバマ州、アーカンソー州、ジョージア州、アイダホ州、ルイジアナ州、ミシシッピ州、サウスカロライナ州に210万エーカーの木材地を所有する大手不動産投資信託（REIT）である。 詳細PCH ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長3/6過去の実績4/6財務の健全性2/6配当金5/6報酬当社が推定した公正価値より50.7%で取引されている 収益は年間27.81%増加すると予測されています 過去1年間で収益は288.4%増加しました リスク分析利払いは収益で十分にカバーされない 不安定な配当実績 すべてのリスクチェックを見る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 TargetsAN10.5% undervaluedAnalystConsensusTarget•3mo agoUS Housing Rebound Will Lift Lumber And Renewable Demand7005Top Analyst NarrativesPotlatchDelticANAnalystConsensusTargetBased on Analyst Price TargetsUS Housing Rebound Will Lift Lumber And Renewable DemandKey Takeaways Strong housing and demographic trends, plus new climate-driven markets, will fuel higher lumber demand and diversified, higher-margin revenues. Market undervalues premium land sales and capital optimization, setting stage for improved asset value realization and increased shareholder returns.View narrativeUS$46.63FV10.5% 割安 内在価値ディスカウント-0.99%Revenue growth p.a.Set Fair ValueView70users have viewed this narrative0users have liked this narrative0users have commented on this narrative5users have followed this narrative4 months ago author updated this narrativeView all narrativesPotlatchDeltic Corporation 競合他社RayonierSymbol: NYSE:RYNMarket cap: US$6.1bWeyerhaeuserSymbol: NYSE:WYMarket cap: US$16.8bNational Storage Affiliates TrustSymbol: NYSE:NSAMarket cap: US$5.5bOUTFRONT MediaSymbol: NYSE:OUTMarket cap: US$5.8b価格と性能株価の高値、安値、推移の概要PotlatchDeltic過去の株価現在の株価US$41.7352週高値US$48.1252週安値US$36.82ベータ1.081ヶ月の変化5.06%3ヶ月変化5.78%1年変化-4.22%3年間の変化-13.28%5年間の変化-19.08%IPOからの変化329.38%最新ニュースナラティブの更新 • Feb 02PCH: Completed Rayonier Merger And Stable Margins Will Support Future UpsideAnalysts 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.お知らせ • Jan 31+ 28 more updatesPotlatchDeltic Corporation(NasdaqGS:PCH) dropped from Russell 2000 IndexPotlatchDeltic Corporation(NasdaqGS:PCH) dropped from Russell 2000 Indexナラティブの更新 • Jan 19PCH: Future Margins And Governance Decisions Will Support Balanced Shareholder ValueAnalysts 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).ナラティブの更新 • Jan 04PCH: Future Merger Synergies Will Drive Stronger Margins And Shareholder ValueAnalysts 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.Recent Insider Transactions Derivative • Dec 23President notifies of intention to sell stockEric Cremers intends to sell 24k shares in the next 90 days after lodging an Intent To Sell Form on the 22nd of December. If the sale is conducted around the recent share price of US$39.33, it would amount to US$949k. For the year to December 2018, Eric's total compensation was 15% salary and 85% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, Eric's direct individual holding has increased from 204.58k shares to 208.17k. There has only been one transaction (US$58k sale) from insiders over the last 12 months.ナラティブの更新 • Dec 14PCH: Future Merger Synergies Will Drive Stronger Margins And Shareholder ValueAnalysts 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.最新情報をもっと見るRecent updatesナラティブの更新 • Feb 02PCH: Completed Rayonier Merger And Stable Margins Will Support Future UpsideAnalysts 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.お知らせ • Jan 31+ 28 more updatesPotlatchDeltic Corporation(NasdaqGS:PCH) dropped from Russell 2000 IndexPotlatchDeltic Corporation(NasdaqGS:PCH) dropped from Russell 2000 Indexナラティブの更新 • Jan 19PCH: Future Margins And Governance Decisions Will Support Balanced Shareholder ValueAnalysts 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).ナラティブの更新 • Jan 04PCH: Future Merger Synergies Will Drive Stronger Margins And Shareholder ValueAnalysts 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.Recent Insider Transactions Derivative • Dec 23President notifies of intention to sell stockEric Cremers intends to sell 24k shares in the next 90 days after lodging an Intent To Sell Form on the 22nd of December. If the sale is conducted around the recent share price of US$39.33, it would amount to US$949k. For the year to December 2018, Eric's total compensation was 15% salary and 85% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, Eric's direct individual holding has increased from 204.58k shares to 208.17k. There has only been one transaction (US$58k sale) from insiders over the last 12 months.ナラティブの更新 • Dec 14PCH: Future Merger Synergies Will Drive Stronger Margins And Shareholder ValueAnalysts 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.Declared Dividend • Dec 10Third quarter dividend of US$0.45 announcedDividend of US$0.45 is the same as last year. Ex-date: 15th December 2025 Payment date: 31st December 2025 Dividend yield will be 4.4%, which is higher than the industry average of 3.9%.お知らせ • Dec 06Potlatchdeltic Corporation Declares Quarterly Distribution on Common Stock, Payable on December 31, 2025The board of directors of PotlatchDeltic Corporation declared a quarterly distribution on the Company's common stock. The distribution of $0.45 per share is payable December 31, 2025 to stockholders of record on December 15, 2025.ナラティブの更新 • Nov 28PCH: Merger Will Deliver Value as Cost Synergies Are RealizedAnalysts 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.ナラティブの更新 • Nov 14PCH: Merger Will Unlock Shareholder Value as Combined Entity FormsAnalysts 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.Major Estimate Revision • Nov 14Consensus EPS estimates increase by 34%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from US$0.487 to US$0.65. Revenue forecast steady at US$1.09b. Net income forecast to shrink 17% next year vs 8.8% growth forecast for Specialized REITs industry in the US . Consensus price target down from US$49.75 to US$47.88. Share price was steady at US$40.09 over the past week.Seeking Alpha • Nov 04PotlatchDeltic: The Idaho Portfolio Is Catching My EyesSummary 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 AlphaMajor Estimate Revision • Oct 14Consensus EPS estimates fall by 17%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from US$0.653 to US$0.544 per share. Revenue forecast steady at US$1.09b. Net income forecast to grow 29% next year vs 8.0% growth forecast for Specialized REITs industry in the US. Consensus price target broadly unchanged at US$50.43. Share price fell 2.5% to US$40.97 over the past week.お知らせ • Oct 14Rayonier Inc. (NYSE:RYN) entered into a definitive agreement to acquire PotlatchDeltic Corporation (NasdaqGS:PCH) in a merger of equals transaction for $3.5 billion.Rayonier Inc. (NYSE:RYN) entered into a definitive agreement to acquire PotlatchDeltic Corporation (NasdaqGS:PCH) in a merger of equals transaction for $3.5 billion on October 13, 2025. Under the terms of the agreement, PotlatchDeltic shareholders will receive 1.7339 common shares of Rayonier for each share of common stock of PotlatchDeltic. The exchange ratio represents an implied price of $44.11 per PotlatchDeltic share. Upon closing of the transaction, Rayonier shareholders will own approximately 54% and PotlatchDeltic shareholders will own approximately 46% of the combined company. The combined company will operate under a new name, to be announced prior to closing. Sell side termination fee is $138,000,000 and buy side termination fee is $159,000,000. Upon closing of the transaction, Mark McHugh, President and CEO of Rayonier, will continue to serve as President and CEO as well as a member of the Board of Directors of the combined company. In addition, Wayne Wasechek, currently CFO of PotlatchDeltic, will serve as CFO of the combined company; Rhett Rogers, currently SVP, Portfolio Management of Rayonier, will serve as EVP, Land Resources; and Ashlee Cribb, currently VP, Wood Products of PotlatchDeltic, will serve as EVP, Wood Products. Eric Cremers, currently the President and CEO of PotlatchDeltic, will be the Executive Chair of the Board of Directors of the combined company for 24 months after closing. The Board of Directors of the combined company will be comprised of five existing Directors from Rayonier and five existing Directors from PotlatchDeltic. Rayonier will designate the lead independent director for the combined company. The corporate headquarters of the combined company will be located in Atlanta, Georgia with significant regional offices maintained in Spokane, WA and Wildlight, FL. The transaction has been unanimously approved by the Boards of Directors of both companies. The transaction is subject to the satisfaction of customary closing conditions, including receipt of required regulatory approvals and the approval of both Rayonier’s shareholders and PotlatchDeltic’s shareholders, any applicable waiting period under the HSR Act with respect to the Merger having been expired, form S-4 having become effective and the Common Shares to be issued in the Merger having been authorized and approved for listing on the NYSE. The transaction is expected to close in late first quarter or early second quarter of 2026. Morgan Stanley & Co. LLC is serving as exclusive financial advisor and David K. Lam of Wachtell, Lipton, Rosen & Katz is serving as legal advisor to Rayonier. BofA Securities, Inc. is serving as exclusive financial advisor and Tad Freese, Tessa Bernhardt and Darren Guttenberg of Latham & Watkins LLP is serving as legal advisor to PotlatchDeltic.お知らせ • Oct 07PotlatchDeltic Corporation to Report Q3, 2025 Results on Nov 03, 2025PotlatchDeltic Corporation announced that they will report Q3, 2025 results After-Market on Nov 03, 2025Major Estimate Revision • Sep 30Consensus EPS estimates fall by 11%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from US$0.732 to US$0.653 per share. Revenue forecast steady at US$1.09b. Net income forecast to grow 48% next year vs 8.0% growth forecast for Specialized REITs industry in the US. Consensus price target of US$50.50 unchanged from last update. Share price was steady at US$40.75 over the past week.Declared Dividend • Aug 31Second quarter dividend of US$0.45 announcedDividend of US$0.45 is the same as last year. Ex-date: 15th September 2025 Payment date: 30th September 2025 Dividend yield will be 4.3%, which is higher than the industry average of 3.9%.お知らせ • Aug 28PotlatchDeltic Corporation Declares Distribution on Common Stock, Payable on September 30, 2025The board of directors of PotlatchDeltic Corporation declared a quarterly distribution on the Company's common stock. The distribution of $0.45 per share is payable on September 30, 2025 to stockholders of record on September 15, 2025.Major Estimate Revision • Jul 21Consensus EPS estimates fall by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from US$1.08b to US$1.07b. EPS estimate also fell from US$0.957 per share to US$0.832 per share. Net income forecast to grow 49% next year vs 12% growth forecast for Specialized REITs industry in the US. Consensus price target up from US$49.13 to US$50.38. Share price was steady at US$40.20 over the past week.お知らせ • Jul 02PotlatchDeltic Corporation to Report Q2, 2025 Results on Jul 28, 2025PotlatchDeltic Corporation announced that they will report Q2, 2025 results at 4:00 PM, US Eastern Standard Time on Jul 28, 2025Upcoming Dividend • May 30Upcoming dividend of US$0.45 per shareEligible shareholders must have bought the stock before 06 June 2025. Payment date: 30 June 2025. Trailing yield: 4.6%. Lower than top quartile of American dividend payers (4.8%). Higher than average of industry peers (3.7%).Declared Dividend • May 12First quarter dividend of US$0.45 announcedDividend of US$0.45 is the same as last year. Ex-date: 6th June 2025 Payment date: 30th June 2025 Dividend yield will be 4.5%, which is higher than the industry average of 3.9%.お知らせ • May 09PotlatchDeltic Corporation Declares Distribution on Common Stock, Payable June 30, 2025The board of directors of PotlatchDeltic Corporation declared a quarterly distribution on the Company's common stock. The distribution of $0.45 per share is payable June 30, 2025 to stockholders of record on June 6, 2025.お知らせ • Apr 02PotlatchDeltic Corporation to Report Q1, 2025 Results on Apr 28, 2025PotlatchDeltic Corporation announced that they will report Q1, 2025 results After-Market on Apr 28, 2025お知らせ • Mar 28PotlatchDeltic Corporation, Annual General Meeting, May 05, 2025PotlatchDeltic Corporation, Annual General Meeting, May 05, 2025.Seeking Alpha • Mar 09PotlatchDeltic: Higher Lumber Prices Seems Inevitable At This PointSummary 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 AlphaUpcoming Dividend • Feb 28Upcoming dividend of US$0.45 per shareEligible shareholders must have bought the stock before 07 March 2025. Payment date: 31 March 2025. Trailing yield: 3.9%. Lower than top quartile of American dividend payers (4.5%). In line with average of industry peers (3.9%).Declared Dividend • Feb 12Fourth quarter dividend of US$0.45 announcedDividend of US$0.45 is the same as last year. Ex-date: 7th March 2025 Payment date: 31st March 2025 Dividend yield will be 4.1%, which is about the same as the industry average.Recent Insider Transactions Derivative • Feb 11President notifies of intention to sell stockEric Cremers intends to sell 14k shares in the next 90 days after lodging an Intent To Sell Form on the 10th of February. If the sale is conducted around the recent share price of US$44.76, it would amount to US$635k. For the year to December 2018, Eric's total compensation was 14% salary and 86% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2024, Eric's direct individual holding has increased from 182.10k shares to 184.42k. Company insiders have collectively sold US$485k more than they bought, via options and on-market transactions in the last 12 months.お知らせ • Feb 08PotlatchDeltic Corporation Declares Quarterly Distribution on Common Stock, Payable on March 31, 2025The board of directors of PotlatchDeltic Corporation declared a quarterly distribution on the Company's common stock. The distribution of $0.45 per share is payable March 31, 2025 to stockholders of record on March 7, 2025.Major Estimate Revision • Feb 05Consensus EPS estimates increase by 15%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from US$1.06b to US$1.07b. EPS estimate increased from US$0.724 to US$0.831 per share. Net income forecast to grow 199% next year vs 4.0% growth forecast for Specialized REITs industry in the US. Consensus price target broadly unchanged at US$50.38. Share price rose 2.1% to US$44.50 over the past week.お知らせ • Jan 08PotlatchDeltic Corporation to Report Q4, 2024 Results on Jan 27, 2025PotlatchDeltic Corporation announced that they will report Q4, 2024 results After-Market on Jan 27, 2025Board Change • Jan 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 5 highly experienced directors. Independent Director Jim DeCosmo was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Declared Dividend • Dec 13Third quarter dividend of US$0.45 announcedDividend of US$0.45 is the same as last year. Ex-date: 16th December 2024 Payment date: 31st December 2024 Dividend yield will be 4.2%, which is higher than the industry average of 3.9%.お知らせ • Dec 07Potlatchdeltic Corporation Declares Quarterly Dividend, Payable on December 31, 2024The board of directors of PotlatchDeltic Corporation declared a quarterly distribution on the Company's common stock. The distribution of $0.45 per share is payable December 31, 2024 to stockholders of record on December 16, 2024.Seeking Alpha • Dec 01PotlatchDeltic: Great Point To Exit This REITSummary 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 AlphaNew Risk • Oct 29New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 0.8x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (0.8x net interest cover). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (1.6% net profit margin).Major Estimate Revision • Oct 24Consensus EPS estimates fall from profit to US$0.018 lossThe consensus outlook for fiscal year 2024 has been updated. Expected to report loss instead of -US$0.018 instead of US$0.006 per share profit previously forecast. Revenue forecast unchanged at US$1.03b Specialized REITs industry in the US expected to see average net income decline 3.7% next year. Consensus price target broadly unchanged at US$50.50. Share price fell 2.1% to US$42.50 over the past week.Major Estimate Revision • Oct 16Consensus EPS estimates fall by 50%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from US$0.012 to US$0.006 per share. Revenue forecast steady at US$1.02b. Net income forecast to shrink 21% next year vs 1.3% decline forecast for Specialized REITs industry in the US. Consensus price target broadly unchanged at US$50.71. Share price rose 3.2% to US$44.08 over the past week.お知らせ • Oct 02PotlatchDeltic Corporation to Report Q3, 2024 Results on Oct 28, 2024PotlatchDeltic Corporation announced that they will report Q3, 2024 results After-Market on Oct 28, 2024Major Estimate Revision • Sep 11Consensus EPS estimates upgraded to US$0.002 lossThe consensus outlook for fiscal year 2024 has been updated. 2024 losses forecast to reduce from -US$0.0175 to -US$0.002 per share. Revenue forecast steady at US$1.02b. Specialized REITs industry in the US expected to see average net income decline 1.4% next year. Consensus price target of US$50.00 unchanged from last update. Share price was steady at US$42.55 over the past week.Seeking Alpha • Sep 06PotlatchDeltic's Strong Roots Amidst HeadwindsSummary 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新しいナラティブ • Sep 04Modernization 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. Declared Dividend • Sep 01Second quarter dividend of US$0.45 announcedDividend of US$0.45 is the same as last year. Ex-date: 13th September 2024 Payment date: 30th September 2024 Dividend yield will be 4.1%, which is about the same as the industry average.お知らせ • Aug 30PotlatchDeltic Announces Waldo, Arkansas Sawmill Construction CompletedPotlatchDeltic Corporation completed the planned downtime at the Waldo, Arkansas sawmill to tie-in equipment for the modernization and expansion project. The modernization project construction has been completed and the facility is beginning its ramp-up phase, and it is anticipated that it will take 6 to 12 months to reach the mill’s new dimensional lumber capacity of 275 million board feet per year. The Waldo modernization and expansion project is a $131 millionstrategic investment that is expected to increase the mill’s annual capacity by 85 million board feet, improve recovery by 6%, and reduce cash processing costs by approximately 30%. Once the ramp-up phase is completed, the mill is expected to generate approximately $25 million incremental Adjusted EBITDDA annually under a mid-cycle sales environment and an internal rate of return of approximately 22% in base case. PotlatchDeltic has collaborated with BID Group for this turnkey project. The project includes a new saw line, planer upgrade, and a new continuous kiln. In addition, a Fulghum Industries Inc. 170’ 45-ton log crane was installed and commissioned as part of the modernization.お知らせ • Aug 29Potlatchdeltic Corporation Declares Quarterly Dividend, Payable on September 30, 2024PotlatchDeltic Corporation declared a quarterly distribution on the Company's common stock. The distribution of $0.45 per share is payable September 30, 2024 to stockholders of record on September 13, 2024.Major Estimate Revision • Jul 16Consensus EPS estimates fall by 23%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from US$1.05b to US$1.03b. EPS estimate also fell from US$0.508 per share to US$0.39 per share. Net income forecast to shrink 26% next year vs 3.0% decline forecast for Specialized REITs industry in the US. Consensus price target down from US$51.71 to US$50.00. Share price rose 10% to US$41.53 over the past week.Seeking Alpha • Jul 07PotlatchDeltic: 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 Alphaお知らせ • Jul 04PotlatchDeltic Corporation to Report Q2, 2024 Results on Jul 29, 2024PotlatchDeltic Corporation announced that they will report Q2, 2024 results at 4:00 PM, US Eastern Standard Time on Jul 29, 2024Upcoming Dividend • May 31Upcoming dividend of US$0.45 per shareEligible shareholders must have bought the stock before 07 June 2024. Payment date: 28 June 2024. Trailing yield: 4.2%. Lower than top quartile of American dividend payers (4.8%). In line with average of industry peers (4.2%).Declared Dividend • May 13First quarter dividend of US$0.45 announcedDividend of US$0.45 is the same as last year. Ex-date: 7th June 2024 Payment date: 28th June 2024 Dividend yield will be 4.1%, which is about the same as the industry average.お知らせ • May 10PotlatchDeltic Corporation Declares Quarterly Distribution, Payable June 28, 2024The board of directors of PotlatchDeltic Corporation declared a quarterly distribution on the Company's common stock. The distribution of $0.45 per share is payable June 28, 2024 to stockholders of record on June 7, 2024.Seeking Alpha • Apr 19PotlatchDeltic: Asset Rich, Cash Flow PoorSummary 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 Alphaお知らせ • Apr 04PotlatchDeltic Corporation to Report Q1, 2024 Results on Apr 29, 2024PotlatchDeltic Corporation announced that they will report Q1, 2024 results After-Market on Apr 29, 2024お知らせ • Mar 29PotlatchDeltic Corporation, Annual General Meeting, May 06, 2024PotlatchDeltic Corporation, Annual General Meeting, May 06, 2024, at 09:00 Pacific Daylight. Agenda: To elect the three director nominees named in the proxy statement to company’s Board of Directors; to ratify the appointment of KPMG LLP as independent auditor for 2024; to approve, by an advisory vote, named executive officer compensation; and to transact any other business that properly comes before the meeting.Upcoming Dividend • Feb 29Upcoming dividend of US$0.45 per shareEligible shareholders must have bought the stock before 07 March 2024. Payment date: 29 March 2024. Trailing yield: 4.0%. Lower than top quartile of American dividend payers (4.8%). In line with average of industry peers (3.9%).Recent Insider Transactions Derivative • Feb 14President notifies of intention to sell stockEric Cremers intends to sell 18k shares in the next 90 days after lodging an Intent To Sell Form on the 12th of February. If the sale is conducted around the recent share price of US$45.13, it would amount to US$794k. For the year to December 2017, Eric's total compensation was 16% salary and 84% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2023, Eric's direct individual holding has increased from 154.09k shares to 156.46k. Company insiders have collectively sold US$3.0m more than they bought, via options and on-market transactions in the last 12 months.Declared Dividend • Feb 14Fourth quarter dividend of US$0.45 announcedDividend of US$0.45 is the same as last year. Ex-date: 7th March 2024 Payment date: 29th March 2024 Dividend yield will be 4.0%, which is about the same as the industry average.お知らせ • Feb 10PotlatchDeltic Declares Distribution on Common Stock, Payable on March 29, 2024The board of directors of PotlatchDeltic Corporation declared a quarterly distribution on the Company's common stock. The distribution of $0.45 per share is payable March 29, 2024 to stockholders of record on March 8, 2024.お知らせ • Jan 05PotlatchDeltic Corporation to Report Q4, 2023 Results on Jan 29, 2024PotlatchDeltic Corporation announced that they will report Q4, 2023 results at 4:00 PM, US Eastern Standard Time on Jan 29, 2024Upcoming Dividend • Dec 07Upcoming dividend of US$0.45 per share at 6.1% yieldEligible shareholders must have bought the stock before 14 December 2023. Payment date: 29 December 2023. Trailing yield: 6.1%. Within top quartile of American dividend payers (4.8%). Higher than average of industry peers (4.0%).お知らせ • Dec 02+ 1 more updatePotlatchDeltic Corporation Declares Quarterly Distribution, Payable December 29, 2023The board of directors of PotlatchDeltic Corporation declared a quarterly distribution on the Company's common stock. The distribution of $0.45 per share is payable December 29, 2023 to stockholders of record on December 15, 2023.お知らせ • Oct 05PotlatchDeltic Corporation to Report Q3, 2023 Results on Oct 30, 2023PotlatchDeltic Corporation announced that they will report Q3, 2023 results After-Market on Oct 30, 2023Upcoming Dividend • Sep 07Upcoming dividend of US$0.45 per share at 5.9% yieldEligible shareholders must have bought the stock before 14 September 2023. Payment date: 29 September 2023. Trailing yield: 5.9%. Within top quartile of American dividend payers (4.9%). Higher than average of industry peers (4.0%).お知らせ • Sep 01PotlatchDeltic Corporation Appoints Wayne Wasechek as Chief Financial OfficerOn August 29, 2023, the Board of Directors of PotlatchDeltic Corporation appointed Wayne Wasechek, the Company’s Interim Vice President, Chief Financial Officer and Chief Accounting Officer, as the Company’s Vice President and Chief Financial Officer, effective August 29, 2023. Mr. Wasechek will continue to serve as the Company’s Chief Accounting Officer. Mr. Wasechek, age 53, Wasechek has served as Interim Vice President, Chief Financial Officer and Chief Accounting Officer, since April 19, 2023. Previously, Wasechek served as PotlatchDeltic’s Controller and Principal Accounting Officer since 2018, where he led the accounting and treasury functions. He previously served as Vice President and Assistant Controller of Vail Resorts Inc. from 2011 to 2018 and as Senior Director of Financial Reporting of Vail Resorts from 2006 to 2011. Wasechek, a certified public accountant, began his career with PwC (PricewaterhouseCoopers) and holds a degree in business administration with an emphasis in accounting from the University of Colorado, Boulder.お知らせ • Aug 30PotlatchDeltic Corporation Declares a Quarterly Distribution, Payable September 29, 2023The board of directors of PotlatchDeltic Corporation declared a quarterly distribution on the Company's common stock. The distribution of $0.45 per share is payable September 29, 2023 to stockholders of record on September 15, 2023.New Risk • Aug 01New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 115% Cash payout ratio: 116% Dividend yield: 5.2% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 115% Cash payout ratio: 116% Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (8.3% net profit margin). Shareholders have been diluted in the past year (15% increase in shares outstanding).お知らせ • Jun 28PotlatchDeltic Corporation to Report Q2, 2023 Results on Jul 31, 2023PotlatchDeltic Corporation announced that they will report Q2, 2023 results at 4:00 PM, US Eastern Standard Time on Jul 31, 2023Upcoming Dividend • May 25Upcoming dividend of US$0.45 per share at 6.0% yieldEligible shareholders must have bought the stock before 01 June 2023. Payment date: 30 June 2023. Trailing yield: 6.0%. Within top quartile of American dividend payers (5.1%). Higher than average of industry peers (4.0%).株主還元PCHUS Specialized REITsUS 市場7D-2.0%0.8%-0.3%1Y-4.2%3.8%26.7%株主還元を見る業界別リターン: PCH過去 1 年間で3.8 % の収益を上げたUS Specialized REITs業界を上回りました。リターン対市場: PCHは、過去 1 年間で26.7 % のリターンを上げたUS市場を下回りました。価格変動Is PCH's price volatile compared to industry and market?PCH volatilityPCH Average Weekly Movement4.0%Specialized REITs Industry Average Movement3.7%Market Average Movement7.2%10% most volatile stocks in US Market16.2%10% least volatile stocks in US Market3.2%安定した株価: PCH 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: PCHの 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19031,383Eric Cremerswww.potlatchdeltic.comポトラッチ・デルティック・コーポレーション（Nasdaq: PCH）は、アラバマ州、アーカンソー州、ジョージア州、アイダホ州、ルイジアナ州、ミシシッピ州、サウスカロライナ州に210万エーカーの材木地を所有する大手不動産投資信託（REIT）である。また、課税対象となるREIT子会社を通じて、6つの製材所、工業用合板工場、住宅・商業用不動産開発事業、農村部の材木地販売プログラムも運営している。持続可能な森林管理のリーダーであるポトラッチ・デルティック社は、企業責任にコミットしている。もっと見るPotlatchDeltic Corporation 基礎のまとめPotlatchDeltic の収益と売上を時価総額と比較するとどうか。PCH 基礎統計学時価総額US$3.23b収益（TTM）US$64.25m売上高(TTM)US$1.12b50.3xPER（株価収益率2.9xP/SレシオPCH は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計PCH 損益計算書（TTM）収益US$1.12b売上原価US$940.35m売上総利益US$175.22mその他の費用US$110.98m収益US$64.25m直近の収益報告Sep 30, 2025次回決算日該当なし一株当たり利益（EPS）0.83グロス・マージン15.71%純利益率5.76%有利子負債／自己資本比率54.3%PCH の長期的なパフォーマンスは？過去の実績と比較を見る配当金4.3%現在の配当利回り70%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/02/03 22:53終値2026/01/30 00:00収益2025/09/30年間収益2024/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋PotlatchDeltic Corporation 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。9 アナリスト機関Anthony PettinariCitigroup IncKurt YingerD.A. Davidson & Co.Po WeiJefferies LLC6 その他のアナリストを表示
ナラティブの更新 • Feb 02PCH: Completed Rayonier Merger And Stable Margins Will Support Future UpsideAnalysts 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.
お知らせ • Jan 31+ 28 more updatesPotlatchDeltic Corporation(NasdaqGS:PCH) dropped from Russell 2000 IndexPotlatchDeltic Corporation(NasdaqGS:PCH) dropped from Russell 2000 Index
ナラティブの更新 • Jan 19PCH: Future Margins And Governance Decisions Will Support Balanced Shareholder ValueAnalysts 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).
ナラティブの更新 • Jan 04PCH: Future Merger Synergies Will Drive Stronger Margins And Shareholder ValueAnalysts 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.
Recent Insider Transactions Derivative • Dec 23President notifies of intention to sell stockEric Cremers intends to sell 24k shares in the next 90 days after lodging an Intent To Sell Form on the 22nd of December. If the sale is conducted around the recent share price of US$39.33, it would amount to US$949k. For the year to December 2018, Eric's total compensation was 15% salary and 85% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, Eric's direct individual holding has increased from 204.58k shares to 208.17k. There has only been one transaction (US$58k sale) from insiders over the last 12 months.
ナラティブの更新 • Dec 14PCH: Future Merger Synergies Will Drive Stronger Margins And Shareholder ValueAnalysts 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.
ナラティブの更新 • Feb 02PCH: Completed Rayonier Merger And Stable Margins Will Support Future UpsideAnalysts 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.
お知らせ • Jan 31+ 28 more updatesPotlatchDeltic Corporation(NasdaqGS:PCH) dropped from Russell 2000 IndexPotlatchDeltic Corporation(NasdaqGS:PCH) dropped from Russell 2000 Index
ナラティブの更新 • Jan 19PCH: Future Margins And Governance Decisions Will Support Balanced Shareholder ValueAnalysts 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).
ナラティブの更新 • Jan 04PCH: Future Merger Synergies Will Drive Stronger Margins And Shareholder ValueAnalysts 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.
Recent Insider Transactions Derivative • Dec 23President notifies of intention to sell stockEric Cremers intends to sell 24k shares in the next 90 days after lodging an Intent To Sell Form on the 22nd of December. If the sale is conducted around the recent share price of US$39.33, it would amount to US$949k. For the year to December 2018, Eric's total compensation was 15% salary and 85% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, Eric's direct individual holding has increased from 204.58k shares to 208.17k. There has only been one transaction (US$58k sale) from insiders over the last 12 months.
ナラティブの更新 • Dec 14PCH: Future Merger Synergies Will Drive Stronger Margins And Shareholder ValueAnalysts 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.
Declared Dividend • Dec 10Third quarter dividend of US$0.45 announcedDividend of US$0.45 is the same as last year. Ex-date: 15th December 2025 Payment date: 31st December 2025 Dividend yield will be 4.4%, which is higher than the industry average of 3.9%.
お知らせ • Dec 06Potlatchdeltic Corporation Declares Quarterly Distribution on Common Stock, Payable on December 31, 2025The board of directors of PotlatchDeltic Corporation declared a quarterly distribution on the Company's common stock. The distribution of $0.45 per share is payable December 31, 2025 to stockholders of record on December 15, 2025.
ナラティブの更新 • Nov 28PCH: Merger Will Deliver Value as Cost Synergies Are RealizedAnalysts 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.
ナラティブの更新 • Nov 14PCH: Merger Will Unlock Shareholder Value as Combined Entity FormsAnalysts 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.
Major Estimate Revision • Nov 14Consensus EPS estimates increase by 34%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from US$0.487 to US$0.65. Revenue forecast steady at US$1.09b. Net income forecast to shrink 17% next year vs 8.8% growth forecast for Specialized REITs industry in the US . Consensus price target down from US$49.75 to US$47.88. Share price was steady at US$40.09 over the past week.
Seeking Alpha • Nov 04PotlatchDeltic: The Idaho Portfolio Is Catching My EyesSummary 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 Alpha
Major Estimate Revision • Oct 14Consensus EPS estimates fall by 17%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from US$0.653 to US$0.544 per share. Revenue forecast steady at US$1.09b. Net income forecast to grow 29% next year vs 8.0% growth forecast for Specialized REITs industry in the US. Consensus price target broadly unchanged at US$50.43. Share price fell 2.5% to US$40.97 over the past week.
お知らせ • Oct 14Rayonier Inc. (NYSE:RYN) entered into a definitive agreement to acquire PotlatchDeltic Corporation (NasdaqGS:PCH) in a merger of equals transaction for $3.5 billion.Rayonier Inc. (NYSE:RYN) entered into a definitive agreement to acquire PotlatchDeltic Corporation (NasdaqGS:PCH) in a merger of equals transaction for $3.5 billion on October 13, 2025. Under the terms of the agreement, PotlatchDeltic shareholders will receive 1.7339 common shares of Rayonier for each share of common stock of PotlatchDeltic. The exchange ratio represents an implied price of $44.11 per PotlatchDeltic share. Upon closing of the transaction, Rayonier shareholders will own approximately 54% and PotlatchDeltic shareholders will own approximately 46% of the combined company. The combined company will operate under a new name, to be announced prior to closing. Sell side termination fee is $138,000,000 and buy side termination fee is $159,000,000. Upon closing of the transaction, Mark McHugh, President and CEO of Rayonier, will continue to serve as President and CEO as well as a member of the Board of Directors of the combined company. In addition, Wayne Wasechek, currently CFO of PotlatchDeltic, will serve as CFO of the combined company; Rhett Rogers, currently SVP, Portfolio Management of Rayonier, will serve as EVP, Land Resources; and Ashlee Cribb, currently VP, Wood Products of PotlatchDeltic, will serve as EVP, Wood Products. Eric Cremers, currently the President and CEO of PotlatchDeltic, will be the Executive Chair of the Board of Directors of the combined company for 24 months after closing. The Board of Directors of the combined company will be comprised of five existing Directors from Rayonier and five existing Directors from PotlatchDeltic. Rayonier will designate the lead independent director for the combined company. The corporate headquarters of the combined company will be located in Atlanta, Georgia with significant regional offices maintained in Spokane, WA and Wildlight, FL. The transaction has been unanimously approved by the Boards of Directors of both companies. The transaction is subject to the satisfaction of customary closing conditions, including receipt of required regulatory approvals and the approval of both Rayonier’s shareholders and PotlatchDeltic’s shareholders, any applicable waiting period under the HSR Act with respect to the Merger having been expired, form S-4 having become effective and the Common Shares to be issued in the Merger having been authorized and approved for listing on the NYSE. The transaction is expected to close in late first quarter or early second quarter of 2026. Morgan Stanley & Co. LLC is serving as exclusive financial advisor and David K. Lam of Wachtell, Lipton, Rosen & Katz is serving as legal advisor to Rayonier. BofA Securities, Inc. is serving as exclusive financial advisor and Tad Freese, Tessa Bernhardt and Darren Guttenberg of Latham & Watkins LLP is serving as legal advisor to PotlatchDeltic.
お知らせ • Oct 07PotlatchDeltic Corporation to Report Q3, 2025 Results on Nov 03, 2025PotlatchDeltic Corporation announced that they will report Q3, 2025 results After-Market on Nov 03, 2025
Major Estimate Revision • Sep 30Consensus EPS estimates fall by 11%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from US$0.732 to US$0.653 per share. Revenue forecast steady at US$1.09b. Net income forecast to grow 48% next year vs 8.0% growth forecast for Specialized REITs industry in the US. Consensus price target of US$50.50 unchanged from last update. Share price was steady at US$40.75 over the past week.
Declared Dividend • Aug 31Second quarter dividend of US$0.45 announcedDividend of US$0.45 is the same as last year. Ex-date: 15th September 2025 Payment date: 30th September 2025 Dividend yield will be 4.3%, which is higher than the industry average of 3.9%.
お知らせ • Aug 28PotlatchDeltic Corporation Declares Distribution on Common Stock, Payable on September 30, 2025The board of directors of PotlatchDeltic Corporation declared a quarterly distribution on the Company's common stock. The distribution of $0.45 per share is payable on September 30, 2025 to stockholders of record on September 15, 2025.
Major Estimate Revision • Jul 21Consensus EPS estimates fall by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from US$1.08b to US$1.07b. EPS estimate also fell from US$0.957 per share to US$0.832 per share. Net income forecast to grow 49% next year vs 12% growth forecast for Specialized REITs industry in the US. Consensus price target up from US$49.13 to US$50.38. Share price was steady at US$40.20 over the past week.
お知らせ • Jul 02PotlatchDeltic Corporation to Report Q2, 2025 Results on Jul 28, 2025PotlatchDeltic Corporation announced that they will report Q2, 2025 results at 4:00 PM, US Eastern Standard Time on Jul 28, 2025
Upcoming Dividend • May 30Upcoming dividend of US$0.45 per shareEligible shareholders must have bought the stock before 06 June 2025. Payment date: 30 June 2025. Trailing yield: 4.6%. Lower than top quartile of American dividend payers (4.8%). Higher than average of industry peers (3.7%).
Declared Dividend • May 12First quarter dividend of US$0.45 announcedDividend of US$0.45 is the same as last year. Ex-date: 6th June 2025 Payment date: 30th June 2025 Dividend yield will be 4.5%, which is higher than the industry average of 3.9%.
お知らせ • May 09PotlatchDeltic Corporation Declares Distribution on Common Stock, Payable June 30, 2025The board of directors of PotlatchDeltic Corporation declared a quarterly distribution on the Company's common stock. The distribution of $0.45 per share is payable June 30, 2025 to stockholders of record on June 6, 2025.
お知らせ • Apr 02PotlatchDeltic Corporation to Report Q1, 2025 Results on Apr 28, 2025PotlatchDeltic Corporation announced that they will report Q1, 2025 results After-Market on Apr 28, 2025
お知らせ • Mar 28PotlatchDeltic Corporation, Annual General Meeting, May 05, 2025PotlatchDeltic Corporation, Annual General Meeting, May 05, 2025.
Seeking Alpha • Mar 09PotlatchDeltic: Higher Lumber Prices Seems Inevitable At This PointSummary 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 Alpha
Upcoming Dividend • Feb 28Upcoming dividend of US$0.45 per shareEligible shareholders must have bought the stock before 07 March 2025. Payment date: 31 March 2025. Trailing yield: 3.9%. Lower than top quartile of American dividend payers (4.5%). In line with average of industry peers (3.9%).
Declared Dividend • Feb 12Fourth quarter dividend of US$0.45 announcedDividend of US$0.45 is the same as last year. Ex-date: 7th March 2025 Payment date: 31st March 2025 Dividend yield will be 4.1%, which is about the same as the industry average.
Recent Insider Transactions Derivative • Feb 11President notifies of intention to sell stockEric Cremers intends to sell 14k shares in the next 90 days after lodging an Intent To Sell Form on the 10th of February. If the sale is conducted around the recent share price of US$44.76, it would amount to US$635k. For the year to December 2018, Eric's total compensation was 14% salary and 86% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2024, Eric's direct individual holding has increased from 182.10k shares to 184.42k. Company insiders have collectively sold US$485k more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • Feb 08PotlatchDeltic Corporation Declares Quarterly Distribution on Common Stock, Payable on March 31, 2025The board of directors of PotlatchDeltic Corporation declared a quarterly distribution on the Company's common stock. The distribution of $0.45 per share is payable March 31, 2025 to stockholders of record on March 7, 2025.
Major Estimate Revision • Feb 05Consensus EPS estimates increase by 15%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from US$1.06b to US$1.07b. EPS estimate increased from US$0.724 to US$0.831 per share. Net income forecast to grow 199% next year vs 4.0% growth forecast for Specialized REITs industry in the US. Consensus price target broadly unchanged at US$50.38. Share price rose 2.1% to US$44.50 over the past week.
お知らせ • Jan 08PotlatchDeltic Corporation to Report Q4, 2024 Results on Jan 27, 2025PotlatchDeltic Corporation announced that they will report Q4, 2024 results After-Market on Jan 27, 2025
Board Change • Jan 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 5 highly experienced directors. Independent Director Jim DeCosmo was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Declared Dividend • Dec 13Third quarter dividend of US$0.45 announcedDividend of US$0.45 is the same as last year. Ex-date: 16th December 2024 Payment date: 31st December 2024 Dividend yield will be 4.2%, which is higher than the industry average of 3.9%.
お知らせ • Dec 07Potlatchdeltic Corporation Declares Quarterly Dividend, Payable on December 31, 2024The board of directors of PotlatchDeltic Corporation declared a quarterly distribution on the Company's common stock. The distribution of $0.45 per share is payable December 31, 2024 to stockholders of record on December 16, 2024.
Seeking Alpha • Dec 01PotlatchDeltic: Great Point To Exit This REITSummary 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 Alpha
New Risk • Oct 29New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 0.8x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (0.8x net interest cover). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (1.6% net profit margin).
Major Estimate Revision • Oct 24Consensus EPS estimates fall from profit to US$0.018 lossThe consensus outlook for fiscal year 2024 has been updated. Expected to report loss instead of -US$0.018 instead of US$0.006 per share profit previously forecast. Revenue forecast unchanged at US$1.03b Specialized REITs industry in the US expected to see average net income decline 3.7% next year. Consensus price target broadly unchanged at US$50.50. Share price fell 2.1% to US$42.50 over the past week.
Major Estimate Revision • Oct 16Consensus EPS estimates fall by 50%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from US$0.012 to US$0.006 per share. Revenue forecast steady at US$1.02b. Net income forecast to shrink 21% next year vs 1.3% decline forecast for Specialized REITs industry in the US. Consensus price target broadly unchanged at US$50.71. Share price rose 3.2% to US$44.08 over the past week.
お知らせ • Oct 02PotlatchDeltic Corporation to Report Q3, 2024 Results on Oct 28, 2024PotlatchDeltic Corporation announced that they will report Q3, 2024 results After-Market on Oct 28, 2024
Major Estimate Revision • Sep 11Consensus EPS estimates upgraded to US$0.002 lossThe consensus outlook for fiscal year 2024 has been updated. 2024 losses forecast to reduce from -US$0.0175 to -US$0.002 per share. Revenue forecast steady at US$1.02b. Specialized REITs industry in the US expected to see average net income decline 1.4% next year. Consensus price target of US$50.00 unchanged from last update. Share price was steady at US$42.55 over the past week.
Seeking Alpha • Sep 06PotlatchDeltic's Strong Roots Amidst HeadwindsSummary 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
新しいナラティブ • Sep 04Modernization 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.
Declared Dividend • Sep 01Second quarter dividend of US$0.45 announcedDividend of US$0.45 is the same as last year. Ex-date: 13th September 2024 Payment date: 30th September 2024 Dividend yield will be 4.1%, which is about the same as the industry average.
お知らせ • Aug 30PotlatchDeltic Announces Waldo, Arkansas Sawmill Construction CompletedPotlatchDeltic Corporation completed the planned downtime at the Waldo, Arkansas sawmill to tie-in equipment for the modernization and expansion project. The modernization project construction has been completed and the facility is beginning its ramp-up phase, and it is anticipated that it will take 6 to 12 months to reach the mill’s new dimensional lumber capacity of 275 million board feet per year. The Waldo modernization and expansion project is a $131 millionstrategic investment that is expected to increase the mill’s annual capacity by 85 million board feet, improve recovery by 6%, and reduce cash processing costs by approximately 30%. Once the ramp-up phase is completed, the mill is expected to generate approximately $25 million incremental Adjusted EBITDDA annually under a mid-cycle sales environment and an internal rate of return of approximately 22% in base case. PotlatchDeltic has collaborated with BID Group for this turnkey project. The project includes a new saw line, planer upgrade, and a new continuous kiln. In addition, a Fulghum Industries Inc. 170’ 45-ton log crane was installed and commissioned as part of the modernization.
お知らせ • Aug 29Potlatchdeltic Corporation Declares Quarterly Dividend, Payable on September 30, 2024PotlatchDeltic Corporation declared a quarterly distribution on the Company's common stock. The distribution of $0.45 per share is payable September 30, 2024 to stockholders of record on September 13, 2024.
Major Estimate Revision • Jul 16Consensus EPS estimates fall by 23%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from US$1.05b to US$1.03b. EPS estimate also fell from US$0.508 per share to US$0.39 per share. Net income forecast to shrink 26% next year vs 3.0% decline forecast for Specialized REITs industry in the US. Consensus price target down from US$51.71 to US$50.00. Share price rose 10% to US$41.53 over the past week.
Seeking Alpha • Jul 07PotlatchDeltic: 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 Alpha
お知らせ • Jul 04PotlatchDeltic Corporation to Report Q2, 2024 Results on Jul 29, 2024PotlatchDeltic Corporation announced that they will report Q2, 2024 results at 4:00 PM, US Eastern Standard Time on Jul 29, 2024
Upcoming Dividend • May 31Upcoming dividend of US$0.45 per shareEligible shareholders must have bought the stock before 07 June 2024. Payment date: 28 June 2024. Trailing yield: 4.2%. Lower than top quartile of American dividend payers (4.8%). In line with average of industry peers (4.2%).
Declared Dividend • May 13First quarter dividend of US$0.45 announcedDividend of US$0.45 is the same as last year. Ex-date: 7th June 2024 Payment date: 28th June 2024 Dividend yield will be 4.1%, which is about the same as the industry average.
お知らせ • May 10PotlatchDeltic Corporation Declares Quarterly Distribution, Payable June 28, 2024The board of directors of PotlatchDeltic Corporation declared a quarterly distribution on the Company's common stock. The distribution of $0.45 per share is payable June 28, 2024 to stockholders of record on June 7, 2024.
Seeking Alpha • Apr 19PotlatchDeltic: Asset Rich, Cash Flow PoorSummary 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 Alpha
お知らせ • Apr 04PotlatchDeltic Corporation to Report Q1, 2024 Results on Apr 29, 2024PotlatchDeltic Corporation announced that they will report Q1, 2024 results After-Market on Apr 29, 2024
お知らせ • Mar 29PotlatchDeltic Corporation, Annual General Meeting, May 06, 2024PotlatchDeltic Corporation, Annual General Meeting, May 06, 2024, at 09:00 Pacific Daylight. Agenda: To elect the three director nominees named in the proxy statement to company’s Board of Directors; to ratify the appointment of KPMG LLP as independent auditor for 2024; to approve, by an advisory vote, named executive officer compensation; and to transact any other business that properly comes before the meeting.
Upcoming Dividend • Feb 29Upcoming dividend of US$0.45 per shareEligible shareholders must have bought the stock before 07 March 2024. Payment date: 29 March 2024. Trailing yield: 4.0%. Lower than top quartile of American dividend payers (4.8%). In line with average of industry peers (3.9%).
Recent Insider Transactions Derivative • Feb 14President notifies of intention to sell stockEric Cremers intends to sell 18k shares in the next 90 days after lodging an Intent To Sell Form on the 12th of February. If the sale is conducted around the recent share price of US$45.13, it would amount to US$794k. For the year to December 2017, Eric's total compensation was 16% salary and 84% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2023, Eric's direct individual holding has increased from 154.09k shares to 156.46k. Company insiders have collectively sold US$3.0m more than they bought, via options and on-market transactions in the last 12 months.
Declared Dividend • Feb 14Fourth quarter dividend of US$0.45 announcedDividend of US$0.45 is the same as last year. Ex-date: 7th March 2024 Payment date: 29th March 2024 Dividend yield will be 4.0%, which is about the same as the industry average.
お知らせ • Feb 10PotlatchDeltic Declares Distribution on Common Stock, Payable on March 29, 2024The board of directors of PotlatchDeltic Corporation declared a quarterly distribution on the Company's common stock. The distribution of $0.45 per share is payable March 29, 2024 to stockholders of record on March 8, 2024.
お知らせ • Jan 05PotlatchDeltic Corporation to Report Q4, 2023 Results on Jan 29, 2024PotlatchDeltic Corporation announced that they will report Q4, 2023 results at 4:00 PM, US Eastern Standard Time on Jan 29, 2024
Upcoming Dividend • Dec 07Upcoming dividend of US$0.45 per share at 6.1% yieldEligible shareholders must have bought the stock before 14 December 2023. Payment date: 29 December 2023. Trailing yield: 6.1%. Within top quartile of American dividend payers (4.8%). Higher than average of industry peers (4.0%).
お知らせ • Dec 02+ 1 more updatePotlatchDeltic Corporation Declares Quarterly Distribution, Payable December 29, 2023The board of directors of PotlatchDeltic Corporation declared a quarterly distribution on the Company's common stock. The distribution of $0.45 per share is payable December 29, 2023 to stockholders of record on December 15, 2023.
お知らせ • Oct 05PotlatchDeltic Corporation to Report Q3, 2023 Results on Oct 30, 2023PotlatchDeltic Corporation announced that they will report Q3, 2023 results After-Market on Oct 30, 2023
Upcoming Dividend • Sep 07Upcoming dividend of US$0.45 per share at 5.9% yieldEligible shareholders must have bought the stock before 14 September 2023. Payment date: 29 September 2023. Trailing yield: 5.9%. Within top quartile of American dividend payers (4.9%). Higher than average of industry peers (4.0%).
お知らせ • Sep 01PotlatchDeltic Corporation Appoints Wayne Wasechek as Chief Financial OfficerOn August 29, 2023, the Board of Directors of PotlatchDeltic Corporation appointed Wayne Wasechek, the Company’s Interim Vice President, Chief Financial Officer and Chief Accounting Officer, as the Company’s Vice President and Chief Financial Officer, effective August 29, 2023. Mr. Wasechek will continue to serve as the Company’s Chief Accounting Officer. Mr. Wasechek, age 53, Wasechek has served as Interim Vice President, Chief Financial Officer and Chief Accounting Officer, since April 19, 2023. Previously, Wasechek served as PotlatchDeltic’s Controller and Principal Accounting Officer since 2018, where he led the accounting and treasury functions. He previously served as Vice President and Assistant Controller of Vail Resorts Inc. from 2011 to 2018 and as Senior Director of Financial Reporting of Vail Resorts from 2006 to 2011. Wasechek, a certified public accountant, began his career with PwC (PricewaterhouseCoopers) and holds a degree in business administration with an emphasis in accounting from the University of Colorado, Boulder.
お知らせ • Aug 30PotlatchDeltic Corporation Declares a Quarterly Distribution, Payable September 29, 2023The board of directors of PotlatchDeltic Corporation declared a quarterly distribution on the Company's common stock. The distribution of $0.45 per share is payable September 29, 2023 to stockholders of record on September 15, 2023.
New Risk • Aug 01New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 115% Cash payout ratio: 116% Dividend yield: 5.2% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 115% Cash payout ratio: 116% Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (8.3% net profit margin). Shareholders have been diluted in the past year (15% increase in shares outstanding).
お知らせ • Jun 28PotlatchDeltic Corporation to Report Q2, 2023 Results on Jul 31, 2023PotlatchDeltic Corporation announced that they will report Q2, 2023 results at 4:00 PM, US Eastern Standard Time on Jul 31, 2023
Upcoming Dividend • May 25Upcoming dividend of US$0.45 per share at 6.0% yieldEligible shareholders must have bought the stock before 01 June 2023. Payment date: 30 June 2023. Trailing yield: 6.0%. Within top quartile of American dividend payers (5.1%). Higher than average of industry peers (4.0%).
