PotlatchDeltic
0
Funds holding %
of 7,425 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
178% more call options, than puts
Call options by funds: $1.61M | Put options by funds: $581K
8.14% more ownership
Funds ownership: 79.38% [Q3] → 87.51% (+8.14%) [Q4]
3% more repeat investments, than reductions
Existing positions increased: 101 | Existing positions reduced: 98
5% less capital invested
Capital invested by funds: $2.84B [Q3] → $2.71B (-$134M) [Q4]
7% less funds holding
Funds holding: 319 [Q3] → 296 (-23) [Q4]
25% less funds holding in top 10
Funds holding in top 10: 4 [Q3] → 3 (-1) [Q4]
30% less first-time investments, than exits
New positions opened: 38 | Existing positions closed: 54
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
Low target
$42
9%
upside
Avg. target
$42
9%
upside
High target
$42
9%
upside
1 analyst rating
0 positive
0%
1 neutral
100%
0 negative
0%
Truist Securities Michael Roxland 28% 1-year accuracy 16 / 57 met price target | 9%upside $42 | Hold Maintained | 22 Apr 2025 |
Financial journalist opinion
Based on 7 articles about PCH published over the past 30 days
Neutral
Seeking Alpha
1 day ago
PotlatchDeltic Corporation (PCH) Q1 2025 Earnings Call Transcript
PotlatchDeltic Corporation (NASDAQ:PCH ) Q1 2025 Earnings Conference Call April 29, 2025 12:00 PM ET Company Participants Wayne Wasechek - VP and CFO Eric Cremers - President and CEO Conference Call Participants Ketan Mamtora - BMO Anthony Pettinari - Citi George Staphos - Bank of America Mark Weintraub - Seaport Research Partners Buck Horne - Raymond James Matthew McKellar - RBC Capital Markets Mike Roxland - Truist Securities Operator Good morning. My name is Rob, and I will be your conference operator today.
Neutral
Business Wire
2 days ago
PotlatchDeltic Corporation Reports First Quarter 2025 Results
SPOKANE, Wash.--(BUSINESS WIRE)--PotlatchDeltic Corporation (Nasdaq: PCH) today reported net income of $25.8 million, or $0.33 per diluted share, on revenues of $268.3 million for the quarter ended March 31, 2025. Net loss was $0.3 million, or $0.00 per diluted share, on revenues of $228.1 million for the quarter ended March 31, 2024. First Quarter 2025 Highlights Generated Total Adjusted EBITDDA of $63.4 million and Total Adjusted EBITDDA margin of 23.6% Waldo, Arkansas sawmill ramp-up complet.
Positive
Zacks Investment Research
2 days ago
5 Construction Stocks Set to Carve a Beat in Q1 Earnings
Federal spending drives growth, but high rates and labor shortages weigh on construction in 2025. DFH, PRIM, PCH, MLM and MTZ from the Zacks Construction sector are set to beat expectations.
Positive
Zacks Investment Research
1 week ago
Is Potlatch (PCH) Outperforming Other Construction Stocks This Year?
Here is how Potlatch (PCH) and Watsco (WSO) have performed compared to their sector so far this year.
Positive
Zacks Investment Research
3 weeks ago
Potlatch (PCH) Upgraded to Strong Buy: What Does It Mean for the Stock?
Potlatch (PCH) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Positive
Zacks Investment Research
3 weeks ago
Best Income Stocks to Buy for April 7th
CALM, AVA and PCH made it to the Zacks Rank #1 (Strong Buy) income stocks list on April 7, 2025.
Neutral
Business Wire
4 weeks ago
PotlatchDeltic Scheduled to Release First Quarter 2025 Earnings on April 28, 2025
SPOKANE, Wash.--(BUSINESS WIRE)--PotlatchDeltic Corporation (Nasdaq: PCH) will release first quarter earnings on Monday, April 28, after the market closes. The company will hold a live conference call and webcast on Tuesday, April 29 at 9:00 a.m. Pacific Time (12:00 p.m. Eastern Time) to discuss the results. Investors may access the webcast at www.potlatchdeltic.com by clicking on the Investors link or by conference call at 1-888-510-2008 for U.S./Canada and 1-646-960-0306 for international cal.
Positive
Seeking Alpha
1 month ago
Hard Assets, Hard Cash: 2 Rock-Solid 4% Yielders You'll Love
The economy is uncertain, with headlines driving sentiment. Weak outlooks and inflation fears may lead to job losses and reduced spending, worsening challenges. I'm focusing on low-risk dividend stocks to guard against volatility. While cyclical stocks look tempting, safer investments with strong dividends are better bets in uncertain times. Here, I highlight two dividend stocks yielding over 4%. One is well-known, the other more unconventional. Both offer strong opportunities in today's market.
Negative
Seeking Alpha
1 month ago
Real Estate Joint Ventures: Rarely Equal Partners
Joint ventures in real estate often have unequal terms, requiring careful scrutiny to ensure fair share and avoid potential pitfalls for REITs. Key JV terms include capital contribution ratios, sharing arrangements, preferred return, decision-making control, fee streams, and property contributions. Historical examples show REITs like CatchMark Timber Trust and Hersha Hospitality facing unfavorable JV terms, emphasizing the need for investor vigilance.
Positive
Seeking Alpha
1 month ago
PotlatchDeltic: Higher Lumber Prices Seems Inevitable At This Point
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.
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