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PotlatchDeltic (PCH) Aktievy
PotlatchDeltic Corporation (Nasdaq: PCH) är en ledande Real Estate Investment Trust (REIT) med ägande av 2,1 miljoner hektar skogsmark i Alabama, Arkansas, Georgia, Idaho, Louisiana, Mississippi och South Carolina. Mer information
| Snöflinga Score | |
|---|---|
| Värdering | 2/6 |
| Framtida tillväxt | 3/6 |
| Tidigare resultat | 4/6 |
| Finansiell hälsa | 2/6 |
| Utdelningar | 5/6 |
PCH Community Fair Values
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Analyst Price Targets
PotlatchDeltic Corporation Konkurrenter
Prishistorik och prestanda
| Historiska aktiekurser | |
|---|---|
| Aktuell aktiekurs | US$41.73 |
| 52 veckors högsta | US$48.12 |
| 52 veckors lägsta | US$36.82 |
| Beta | 1.08 |
| 1 månads förändring | 5.06% |
| 3 månaders förändring | 5.78% |
| 1 års förändring | -4.22% |
| 3 års förändring | -13.28% |
| 5 års förändring | -19.08% |
| Förändring sedan börsintroduktionen | 329.38% |
Senaste nyheter och uppdateringar
Uppdatering av berättelse • 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.Uppdatering av berättelse • 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).Uppdatering av berättelse • 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.Uppdatering av berättelse • 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
Uppdatering av berättelse • 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.Uppdatering av berättelse • 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).Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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
Ny berättelse • 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 AlphaAktieägarnas avkastning
| PCH | US Specialized REITs | US Marknad | |
|---|---|---|---|
| 7D | -2.0% | -2.4% | -2.2% |
| 1Y | -4.2% | -0.4% | 13.1% |
Avkastning vs industri: PCH översteg US Specialized REITs branschen som gav -0.4 % under det senaste året.
Avkastning vs Marknaden: PCH presterade sämre än US marknaden som gav 13.1 % under det senaste året.
Prisvolatilitet
| PCH volatility | |
|---|---|
| PCH Average Weekly Movement | 4.0% |
| Specialized REITs Industry Average Movement | 3.2% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.4% |
| 10% least volatile stocks in US Market | 2.9% |
Stabil aktiekurs: PCH har inte haft någon betydande prisvolatilitet under de senaste 3 månaderna jämfört med marknaden för US.
Volatilitet över tid: PCH s veckovolatilitet ( 4% ) har varit stabil under det senaste året.
Om företaget
| Grundad | Anställda | VD OCH KONCERNCHEF | Webbplats |
|---|---|---|---|
| 1903 | 1,383 | Eric Cremers | www.potlatchdeltic.com |
PotlatchDeltic Corporation (Nasdaq: PCH) är en ledande Real Estate Investment Trust (REIT) som äger 2,1 miljoner hektar skogsmark i Alabama, Arkansas, Georgia, Idaho, Louisiana, Mississippi och South Carolina. Genom sitt skattepliktiga REIT-dotterbolag driver företaget också sex sågverk, ett plywoodverk för industriell användning, en verksamhet för utveckling av bostäder och kommersiella fastigheter samt ett program för försäljning av skogsmark på landsbygden. PotlatchDeltic, som är ledande inom hållbart skogsbruk, är engagerat i företagsansvar.
PotlatchDeltic Corporation Sammanfattning av grunderna
| PCH grundläggande statistik | |
|---|---|
| Börsvärde | US$3.23b |
| Vinst(TTM) | US$64.25m |
| Intäkter(TTM) | US$1.12b |
50.3x
P/E-förhållande2.9x
P/S-förhållandeÄr PCH övervärderat?
Se Verkligt värde och värderingsanalysResultat & intäkter
| PCH resultaträkning (TTM) | |
|---|---|
| Intäkter | US$1.12b |
| Kostnad för intäkter | US$940.35m |
| Bruttovinst | US$175.22m |
| Övriga kostnader | US$110.98m |
| Intäkter | US$64.25m |
Senast redovisade vinst
Sep 30, 2025
Nästa vinstdatum
n/a
| Vinst per aktie (EPS) | 0.83 |
| Bruttomarginal | 15.71% |
| Nettovinstmarginal | 5.76% |
| Skuld/egenkapitalförhållande | 54.3% |
Hur har PCH utvecklats på lång sikt?
Se historisk utveckling och jämförelseUtdelningar
4.3%
Aktuell utdelningsavkastning70%
UtbetalningskvotFöretagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/02/03 10:06 |
| Aktiekurs vid dagens slut | 2026/01/30 00:00 |
| Intäkter | 2025/09/30 |
| Årlig intjäning | 2024/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som används för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och handledningar på Youtube.
Lär dig mer om det som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
PotlatchDeltic Corporation bevakas av 9 analytiker. 7 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Anthony Pettinari | Citigroup Inc |
| Kurt Yinger | D.A. Davidson & Co. |
| Po Wei | Jefferies LLC |