PotlatchDeltic
About: PotlatchDeltic Corp is a REIT that owns and manages forestland in Alabama, Arkansas, Idaho, Minnesota, and Mississippi. Potlach operates in three segments. The timberlands segment covers the planting and harvesting of trees, as well as the construction and maintenance of roads. The wood products segment manufactures and distributes lumber, plywood, and other wood products. The real estate segment covers the sales generated from company-owned timberlands, as well as commercial and residential properties. The timberlands and the wood product segments combined drive the majority of the company's revenue.
Employees: 1,383
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
210% more call options, than puts
Call options by funds: $7.27M | Put options by funds: $2.34M
29% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 35
6.97% more ownership
Funds ownership: 82.58% [Q1] → 89.55% (+6.97%) [Q2]
2% more funds holding
Funds holding: 315 [Q1] → 320 (+5) [Q2]
4% less repeat investments, than reductions
Existing positions increased: 112 | Existing positions reduced: 117
8% less capital invested
Capital invested by funds: $2.93B [Q1] → $2.7B (-$233M) [Q2]
25% less funds holding in top 10
Funds holding in top 10: 4 [Q1] → 3 (-1) [Q2]
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
1 analyst rating
|
Truist Securities
Michael Roxland
|
$52
|
Buy
Upgraded
|
16 Jul 2025 |
Financial journalist opinion
