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PotlatchDeltic Temettüler ve Geri Alımlar
Temettü kriter kontrolleri 5/6
PotlatchDeltic kazançlarla iyi bir şekilde karşılanan, 4.31% cari getiriye sahip, temettü ödeyen bir şirkettir.
Anahtar bilgiler
4.3%
Temettü verimi
2.1%
Geri Alım Getirisi
| Toplam Hissedar Getirisi | 6.4% |
| Gelecekteki Temettü Verimi | 4.3% |
| Temettü Büyümesi | 2.3% |
| Bir sonraki temettü ödeme tarihi | n/a |
| Eski temettü tarihi | n/a |
| Hisse başına temettü | n/a |
| Ödeme oranı | 70% |
Son temettü ve geri alım güncellemeleri
Recent updates
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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
Yeni Anlatı • 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 AlphaÖdemelerde İstikrar ve Büyüme
Temettü verilerini getirme
İstikrarlı Temettü: PCH şirketinin temettü ödemeleri son 10 yıldır dalgalı seyretti.
Büyüyen Temettü: PCH şirketinin temettü ödemeleri son 10 yıldır artış göstermektedir.
Piyasaya Karşı Temettü Getirisi
| PotlatchDeltic Piyasaya Karşı Temettü Getirisi |
|---|
| Segment | Temettü Verimi |
|---|---|
| Şirket (PCH) | 4.3% |
| Pazarın Alt %25'i (US) | 1.4% |
| Pazarın En İyi %25'i (US) | 4.1% |
| Sektör Ortalaması (Specialized REITs) | 4.0% |
| Analist tahmini (PCH) (3 yıla kadar) | 4.3% |
Önemli Temettü: PCH 'in temettüsü ( 4.31% ), US piyasasındaki temettü ödeyenlerin en alttaki %25'inden ( 1.36% ) daha yüksektir.
Yüksek Temettü: PCH 'in temettüsü ( 4.31% ) US pazarındaki temettü ödeyenlerin en üst %25'indedir ( 4.09% )
Hissedarlara Ödenen Kazanç
Kazanç Kapsamı: Makul ödeme oranı ( 69.8% ) ile PCH 'un temettü ödemeleri kazançlarla karşılanmaktadır.
Hissedarlara Nakit Ödeme
Nakit Akışı Kapsamı: Makul nakit ödeme oranı ( 69.3% ) ile PCH 'un temettü ödemeleri nakit akışları ile karşılanmaktadır.
Güçlü temettü ödeyen şirketleri keşfedin
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/02/03 19:13 |
| Gün Sonu Hisse Fiyatı | 2026/01/30 00:00 |
| Kazançlar | 2025/09/30 |
| Yıllık Kazançlar | 2024/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
PotlatchDeltic Corporation 9 Bu analistlerden 7, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Anthony Pettinari | Citigroup Inc |
| Kurt Yinger | D.A. Davidson & Co. |
| Po Wei | Jefferies LLC |