This company has been acquired
The company may no longer be operating, as it has been acquired. Find out why through their latest events.
PotlatchDeltic (PCH) Stock Overview
PotlatchDeltic Corporation (Nasdaq: PCH) is a leading Real Estate Investment Trust (REIT) with ownership of 2.1 million acres of timberlands in Alabama, Arkansas, Georgia, Idaho, Louisiana, Mississippi and South Carolina. More details
| Snowflake Score | |
|---|---|
| Valuation | 2/6 |
| Future Growth | 3/6 |
| Past Performance | 4/6 |
| Financial Health | 2/6 |
| Dividends | 5/6 |
PCH Community Fair Values
Create NarrativeSee what 8 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
PotlatchDeltic Corporation Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$41.73 |
| 52 Week High | US$48.12 |
| 52 Week Low | US$36.82 |
| Beta | 1.08 |
| 1 Month Change | 5.06% |
| 3 Month Change | 5.78% |
| 1 Year Change | -4.22% |
| 3 Year Change | -13.28% |
| 5 Year Change | -19.08% |
| Change since IPO | 329.38% |
Recent News & Updates
Narrative Update • Feb 02
PCH: Completed Rayonier Merger And Stable Margins Will Support Future Upside
Analysts have maintained their fair value estimate for PotlatchDeltic at $46.63, indicating only minor adjustments in discount rate, revenue growth assumptions, and future P/E that reflect fine-tuning rather than a shift in their core view. What's in the News Rayonier Inc.Narrative Update • Jan 19
PCH: Future Margins And Governance Decisions Will Support Balanced Shareholder Value
Analysts have trimmed their price target on PotlatchDeltic to $46.63 from $47.50, citing updated assumptions for slower revenue growth, a slightly different discount rate, a higher expected profit margin, and a modestly lower future P/E multiple. What's in the News PotlatchDeltic has scheduled a special or extraordinary shareholders meeting for January 27, 2026, giving investors a key date to watch for potential governance or capital structure decisions (Key Developments).Narrative Update • Jan 04
PCH: Future Merger Synergies Will Drive Stronger Margins And Shareholder Value
Analysts have trimmed their price target on PotlatchDeltic slightly to approximately 47.50 dollars from about 47.75 dollars, reflecting modestly softer long term revenue growth and profit margin assumptions, partially offset by a higher expected future P E multiple. What's in the News Rayonier Inc.Narrative Update • Dec 14
PCH: Future Merger Synergies Will Drive Stronger Margins And Shareholder Value
Analysts have nudged their price target on PotlatchDeltic slightly higher, from 47.50 dollars to 47.75 dollars. They cited modestly improved profit margin expectations that more than offset a small reduction in projected revenue growth and a marginally lower assumed discount rate.Recent updates
Narrative Update • Feb 02
PCH: Completed Rayonier Merger And Stable Margins Will Support Future Upside
Analysts have maintained their fair value estimate for PotlatchDeltic at $46.63, indicating only minor adjustments in discount rate, revenue growth assumptions, and future P/E that reflect fine-tuning rather than a shift in their core view. What's in the News Rayonier Inc.Narrative Update • Jan 19
PCH: Future Margins And Governance Decisions Will Support Balanced Shareholder Value
Analysts have trimmed their price target on PotlatchDeltic to $46.63 from $47.50, citing updated assumptions for slower revenue growth, a slightly different discount rate, a higher expected profit margin, and a modestly lower future P/E multiple. What's in the News PotlatchDeltic has scheduled a special or extraordinary shareholders meeting for January 27, 2026, giving investors a key date to watch for potential governance or capital structure decisions (Key Developments).Narrative Update • Jan 04
PCH: Future Merger Synergies Will Drive Stronger Margins And Shareholder Value
Analysts have trimmed their price target on PotlatchDeltic slightly to approximately 47.50 dollars from about 47.75 dollars, reflecting modestly softer long term revenue growth and profit margin assumptions, partially offset by a higher expected future P E multiple. What's in the News Rayonier Inc.Narrative Update • Dec 14
PCH: Future Merger Synergies Will Drive Stronger Margins And Shareholder Value
Analysts have nudged their price target on PotlatchDeltic slightly higher, from 47.50 dollars to 47.75 dollars. They cited modestly improved profit margin expectations that more than offset a small reduction in projected revenue growth and a marginally lower assumed discount rate.Narrative Update • Nov 28
PCH: Merger Will Deliver Value as Cost Synergies Are Realized
Analysts have slightly lowered their price target for PotlatchDeltic from $47.88 to $47.50, citing subtle improvements in revenue growth and profit margin forecasts, along with a modest adjustment to valuation multiples and discount rates. What's in the News Rayonier Inc.Narrative Update • Nov 14
PCH: Merger Will Unlock Shareholder Value as Combined Entity Forms
Analysts have revised their price target for PotlatchDeltic downward from $50.63 to $47.88, citing a higher discount rate and slower projected revenue growth as key factors behind this adjustment. What's in the News Rayonier Inc.Seeking Alpha • Nov 04
PotlatchDeltic: The Idaho Portfolio Is Catching My Eyes
Summary PotlatchDeltic owns 2.1 million acres of timberland in Idaho and in the southern United States. With seven lumber and plywood manufacturing facilities, PCH is also a top 10 lumber producer in the United States, with 1.2 billion board feet of capacity. Approximately 35% of the wood fibre costs within the manufacturing segment were purchases from internally owned timberlands, representing a healthy level of vertical integration. PotlatchDeltic's timberland portfolio is currently valued at ~$1,700 per acre, assuming an implied value of about $400 million for the manufacturing business. There seems to be a growing disconnect between the valuation of publicly-listed versus private timberlands, hence the opportunity. Read the full article on Seeking AlphaSeeking Alpha • Mar 09
PotlatchDeltic: Higher Lumber Prices Seems Inevitable At This Point
Summary I rate PotlatchDeltic Corporation a buy due to a positive outlook for timber prices, driving asset appreciation and operating income growth. PCH's healthy balance sheet and history of rewarding shareholders with special dividends make it an attractive investment, especially with expected dividends in 2025. The Canada-US tariff war is likely to increase local timber prices, benefiting PCH's southern operations and supporting higher profitability. PCH's vertical integration and stable margins enable consistent dividends and share repurchases, aligning with a bullish market outlook and intrinsic value estimates. Read the full article on Seeking AlphaSeeking Alpha • Dec 01
PotlatchDeltic: Great Point To Exit This REIT
Summary PCH's cash flow remains weak despite high timber prices, with adjusted EBITDA annualized at just $180 million against a $4.5 billion enterprise value. Dividends and buybacks are not financed by cash flows, with only $6.3 million available for distribution against $142 million in dividends. We tell you the most important reason why we are downgrading this to a hold and where and when we would short the stock. Read the full article on Seeking AlphaSeeking Alpha • Sep 06
PotlatchDeltic's Strong Roots Amidst Headwinds
Summary PotlatchDeltic, a lumber REIT, is trading at a discount due to oversupply and low construction demand. Short-term challenges are mitigated by cost reductions, modernization efforts, and strong liquidity, positioning PotlatchDeltic well for the anticipated 2025 upcycle. Real estate development and climate initiatives, including solar leasing options, provide revenue stability and offset weak lumber prices, supporting a 4.2% dividend yield. Despite high debt, PotlatchDeltic's strong liquidity and strategic share repurchases enhance shareholder value, with capex expected to normalize in 2025, freeing up capital. Read the full article on Seeking Alpha
New Narrative • Sep 04
Modernization And Critical Ventures To Propel Growth Amid Market Uncertainties
Strategic modernization and expansion at the Waldo sawmill, alongside lucrative real estate transactions, significantly bolster operational efficiency and EBITDA margins.Seeking Alpha • Jul 07
PotlatchDeltic: Inflation Hedge Being Given Away For Cheap (Rating Upgrade)
Summary On our previous article on PotlatchDeltic we had upgraded the stock to a hold from a sell. Fundamentally, things have gotten worse and leverage ratios are beginning to look bad. We tell you why we are upgrading this to a Buy. Read the full article on Seeking AlphaSeeking Alpha • Apr 19
PotlatchDeltic: Asset Rich, Cash Flow Poor
Summary We had a Sell rating on PotlatchDeltic Corporation in our last coverage. It has underperformed comparable REITs and the Vanguard REIT Index ETF since then. Dividends for PotlatchDeltic are not covered by cash flows and won't be covered in the next few years as per current estimates. We go over why we are still upgrading this to a hold from a sell. Read the full article on Seeking AlphaShareholder Returns
| PCH | US Specialized REITs | US Market | |
|---|---|---|---|
| 7D | -2.0% | -0.007% | 1.5% |
| 1Y | -4.2% | 2.1% | 28.6% |
Return vs Industry: PCH exceeded the US Specialized REITs industry which returned -7% over the past year.
Return vs Market: PCH underperformed the US Market which returned 14.5% over the past year.
Price Volatility
| PCH volatility | |
|---|---|
| PCH Average Weekly Movement | 4.0% |
| Specialized REITs Industry Average Movement | 3.5% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.0% |
Stable Share Price: PCH has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: PCH's weekly volatility (4%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1903 | 1,383 | Eric Cremers | www.potlatchdeltic.com |
PotlatchDeltic Corporation (Nasdaq: PCH) is a leading Real Estate Investment Trust (REIT) with ownership of 2.1 million acres of timberlands in Alabama, Arkansas, Georgia, Idaho, Louisiana, Mississippi and South Carolina. Through its taxable REIT subsidiary, the company also operates six sawmills, an industrial-grade plywood mill, a residential and commercial real estate development business and a rural timberland sales program. PotlatchDeltic, a leader in sustainable forest management, is committed to corporate responsibility.
PotlatchDeltic Corporation Fundamentals Summary
| PCH fundamental statistics | |
|---|---|
| Market cap | US$3.23b |
| Earnings (TTM) | US$64.25m |
| Revenue (TTM) | US$1.12b |
50.3x
P/E Ratio2.9x
P/S RatioIs PCH overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| PCH income statement (TTM) | |
|---|---|
| Revenue | US$1.12b |
| Cost of Revenue | US$940.35m |
| Gross Profit | US$175.22m |
| Other Expenses | US$110.98m |
| Earnings | US$64.25m |
Last Reported Earnings
Sep 30, 2025
Next Earnings Date
n/a
| Earnings per share (EPS) | 0.83 |
| Gross Margin | 15.71% |
| Net Profit Margin | 5.76% |
| Debt/Equity Ratio | 54.3% |
How did PCH perform over the long term?
See historical performance and comparisonDividends
4.3%
Current Dividend Yield70%
Payout RatioCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/02/03 14:58 |
| End of Day Share Price | 2026/01/30 00:00 |
| Earnings | 2025/09/30 |
| Annual Earnings | 2024/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
|
|
| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
| |
| Key Developments | 10 years |
|
* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
PotlatchDeltic Corporation is covered by 9 analysts. 7 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Anthony Pettinari | Citigroup Inc |
| Kurt Yinger | D.A. Davidson & Co. |
| Po Wei | Jefferies LLC |