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
0
Funds holding %
of 7,296 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
481% more call options, than puts
Call options by funds: $3.22M | Put options by funds: $554K
56% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 32
33% more funds holding in top 10
Funds holding in top 10: 3 [Q4 2024] → 4 (+1) [Q1 2025]
8% more capital invested
Capital invested by funds: $2.71B [Q4 2024] → $2.93B (+$226M) [Q1 2025]
5% more funds holding
Funds holding: 298 [Q4 2024] → 313 (+15) [Q1 2025]
4% less repeat investments, than reductions
Existing positions increased: 98 | Existing positions reduced: 102
4.97% less ownership
Funds ownership: 87.53% [Q4 2024] → 82.56% (-4.97%) [Q1 2025]
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$42
7%
upside
Avg. target
$45
14%
upside
High target
$47
20%
upside
2 analyst ratings
1 positive
50%
1 neutral
50%
0 negative
0%
Citigroup Anthony Pettinari | 20%upside $47 | Buy Maintained | 3 Jun 2025 |
Truist Securities Michael Roxland | 7%upside $42 | Hold Maintained | 22 Apr 2025 |
Financial journalist opinion
Based on 3 articles about PCH published over the past 30 days
Positive
Seeking Alpha
4 days ago
REITweek Conference: Fresh Data On All Things REIT
REITweek 2025 highlighted a massive disconnect between public REIT prices and private real estate values, with most sectors trading at steep NAV discounts. Management teams are aggressively pursuing share buybacks, capitalizing on the undervaluation to drive immediate NAV and AFFO/share accretion. The best opportunities are in shopping centers, industrial, farmland, and timberland—sectors with rising property values, strong fundamentals, and highly transactable assets.
Positive
Seeking Alpha
2 weeks ago
PotlatchDeltic: Why We Bought A Position
We had previously switched to a hold rating from a buy, as the valuation was less than compelling. The REIT has declined about 12% since then. We go over three reasons why we decided to go long.
Neutral
Business Wire
3 weeks ago
PotlatchDeltic Executives to Present at REITweek Conference in New York
SPOKANE, Wash.--(BUSINESS WIRE)--PotlatchDeltic Corporation (Nasdaq: PCH) announced today Eric J. Cremers, president and chief executive officer, and Wayne Wasechek, vice president and chief financial officer, will provide a company overview to investors at the REITweek Conference in New York, June 4, 2025 at approximately 8:00 am Eastern Time. The live audio webcast of the presentation will be available via the Investors page on PotlatchDeltic's website at www.potlatchdeltic.com. An archived v.
Neutral
Business Wire
1 month ago
PotlatchDeltic Releases 2024 Corporate Responsibility Report
SPOKANE, Wash.--(BUSINESS WIRE)--PotlatchDeltic Corporation (Nasdaq: PCH) today released its 2024 Corporate Responsibility Report. The Report highlights PotlatchDeltic's 2024 corporate responsibility impacts and accomplishments. “Corporate responsibility is integral to our strategy and embedded within PotlatchDeltic's business,” said Eric Cremers, president and chief executive officer. “Our 2024 Corporate Responsibility Report illustrates just some of the accomplishments we have made in our fou.
Neutral
Business Wire
1 month ago
PotlatchDeltic Board Declares Distribution on Common Stock
SPOKANE, Wash.--(BUSINESS WIRE)--The board of directors of PotlatchDeltic Corporation (Nasdaq: PCH) declared a quarterly distribution on the Company's common stock. The distribution of $0.45 per share is payable June 30, 2025 to stockholders of record on June 6, 2025. About PotlatchDeltic PotlatchDeltic (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.
Neutral
Zacks Investment Research
1 month ago
2 Wood Stocks Worth Watching Defying Challenging Industry Landscape
More infrastructure spending, a focus on product innovation and efficient cost management are encouraging for the Zacks Building Products - Wood industry players like PCH and WOR despite a challenging macroeconomic backdrop.
Neutral
Seeking Alpha
1 month 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
1 month 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
1 month 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 month 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.
Charts implemented using Lightweight Charts™