PotlatchDeltic (PCH)

• Market cap: $3.35B
• 1 day: -1.66%
• 5 days: -1.57%
• 1 month: 5.25%
• 3 months: 8.30%
• 6 months: -6.03%
• Year to date: 9.21%
• 1 year: -2.09%
• 5 years: -7.24%
• 10 years: 29.29%
• Sector: Real Estate
• Industry: Specialty REIT

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)

195% more call options, than puts

Call options by funds: $6.92M | Put options by funds: $2.34M

29% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 35

6.84% more ownership

Funds ownership: 82.58% [Q1] → 89.42% (+6.84%) [Q2]

1% more funds holding

Funds holding: 315 [Q1] → 318 (+3) [Q2]

3% less repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 115

8% less capital invested

Capital invested by funds: $2.93B [Q1] → $2.7B (-$237M) [Q2]

25% less funds holding in top 10

Funds holding in top 10: 4 [Q1] → 3 (-1) [Q2]

Research analyst outlook

2 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $47 10% upside
• Avg. target: $50 16% upside
• High target: $52 22% upside

2 analyst ratings

• positive: 2 100%
• neutral: 0 0%
• negative: 0 0%

Truist Securities Michael Roxland	22% upside $52	Buy Upgraded	16 Jul 2025
Citigroup Anthony Pettinari	10% upside $47	Buy Maintained	3 Jun 2025