View ValuationThis 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 향후 성장Future 기준 점검 3/6PotlatchDeltic (는) 각각 연간 27.8% 및 0.9% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 28% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 6.4% 로 예상됩니다.핵심 정보27.8%이익 성장률27.98%EPS 성장률Specialized REITs 이익 성장7.8%매출 성장률0.9%향후 자기자본이익률6.42%애널리스트 커버리지Good마지막 업데이트02 Feb 2026최근 향후 성장 업데이트Major 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.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.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.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.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.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.모든 업데이트 보기Recent updates내러티브 업데이트 • 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.공시 • Jan 31+ 28 more updatesPotlatchDeltic Corporation(NasdaqGS:PCH) dropped from Russell 2000 IndexPotlatchDeltic Corporation(NasdaqGS:PCH) dropped from Russell 2000 Index내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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%.공시 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.공시 • 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.공시 • 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%.공시 • 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.공시 • 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%.공시 • 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.공시 • 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, 2025공시 • 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.공시 • 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.공시 • 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%.공시 • 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.공시 • 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 Alpha새로운 내러티브 • 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.공시 • 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.공시 • 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 Alpha공시 • 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.공시 • 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 Alpha공시 • 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, 2024공시 • 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.공시 • 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.공시 • 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%).공시 • 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.공시 • 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%).공시 • 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.공시 • 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).공시 • 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%).이익 및 매출 성장 예측NasdaqGS:PCH - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20281,053117N/AN/A112/31/20271,174132249320412/31/20261,08861160225712/31/20251,0905014418979/30/20251,11664201201N/A6/30/20251,05742162162N/A3/31/20251,10248221221N/A12/31/20241,06222188188N/A9/30/20241,05817185185N/A6/30/20241,06937199199N/A3/31/202499446136136N/A12/31/20231,02462159159N/A9/30/20231,02366151151N/A6/30/20231,06488190190N/A3/31/20231,177186301301N/A12/31/20221,331334492492N/A9/30/20221,326369510510N/A6/30/20221,307389542542N/A3/31/20221,395457565565N/A12/31/20211,337424505505N/A9/30/20211,426485598598N/A6/30/20211,452500589589N/A3/31/20211,186315457457N/A12/31/20201,041167335335N/A9/30/202090778224224N/A6/30/202082018159159N/A3/31/202085432168168N/A12/31/201982756139139N/A9/30/201984146136136N/A6/30/201990486N/A151N/A3/31/2019956115N/A163N/A12/31/2018975123N/A179N/A9/30/2018933133N/A182N/A6/30/2018834106N/A179N/A3/31/201872984N/A156N/A12/31/201767986N/A163N/A9/30/201765989N/A157N/A6/30/201764383N/A136N/A3/31/201762128N/A115N/A12/31/201659911N/A102N/A9/30/20165810N/A93N/A6/30/2016582-6N/A103N/A3/31/201656926N/A78N/A12/31/201557532N/A74N/A9/30/201558448N/A79N/A6/30/201558660N/A80N/A3/31/201560175N/A116N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: PCH 의 연간 예상 수익 증가율(27.8%)이 saving rate(3.3%)보다 높습니다.수익 vs 시장: PCH 의 연간 수익(27.8%)이 US 시장(16.8%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: PCH 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: PCH 의 수익(연간 0.9%)이 US 시장(연간 11.6%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: PCH 의 수익(연간 0.9%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: PCH의 자본 수익률은 3년 후 6.4%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YReal-estate 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/02/03 02:02종가2026/01/30 00:00수익2025/09/30연간 수익2024/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스PotlatchDeltic Corporation는 9명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Anthony PettinariCitigroup IncKurt YingerD.A. Davidson & Co.Po WeiJefferies LLC6명의 분석가 더 보기
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.
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.
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.
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.
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.
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.
내러티브 업데이트 • 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.
공시 • Jan 31+ 28 more updatesPotlatchDeltic Corporation(NasdaqGS:PCH) dropped from Russell 2000 IndexPotlatchDeltic Corporation(NasdaqGS:PCH) dropped from Russell 2000 Index
내러티브 업데이트 • 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).
내러티브 업데이트 • 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.
내러티브 업데이트 • 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%.
공시 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
공시 • 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.
공시 • 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%.
공시 • 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.
공시 • 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%.
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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%.
공시 • 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.
공시 • 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
새로운 내러티브 • 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.
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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%).
공시 • 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.
공시 • 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%).
공시 • 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.
공시 • 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).
공시 • 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%).
