Rayonier Inc. (RYN) Closes PotlatchDeltic Merger, Expands Timberland Footprint
Rayonier Inc. (RYN) has finalized its merger with PotlatchDeltic, creating a significantly larger timberland REIT with an expanded footprint across the U.S. and New Zealand. The combined entity, retaining the Rayonier name for now, aims to leverage increased scale and diversification. Despite a recent price target cut by Truist, the company is well-positioned to benefit from improving pricing dynamics in packaging and construction markets.
PotlatchDeltic stock price today: Why PCH stopped trading after the Rayonier merger
PotlatchDeltic (PCH) shares have ceased trading and are being delisted following its merger with Rayonier (RYN). Each PCH share has been converted into 1.8185 Rayonier shares plus $0.61 in cash. Former PCH shareholders now hold value tied to Rayonier's stock performance, with the merged entity controlling over four million acres of timberland and planning a new name and ticker.
Rayonier Restructures Credit Facilities After PotlatchDeltic Merger
Rayonier (RYN) has restructured its credit facilities, entering into a Second Amended and Restated Credit Agreement consolidating prior arrangements into $1.8095 billion of senior unsecured credit facilities following its merger with PotlatchDeltic. The facilities include a $200 million revolving credit facility and $1.6095 billion in term loans. Additionally, Douglas M. Long, Executive Vice President and Chief Resource Officer, will retire effective February 13, 2026.
Rayonier, PotlatchDeltic Complete Merger Creating Massive $8.2B U.S. Timberland REIT
Rayonier and PotlatchDeltic Corporation have completed an all-stock "merger of equals," forming a large U.S. timberland REIT with over 4 million acres of diverse timberland and an enterprise value of $8.2 billion. The new entity, maintaining the Rayonier name, expands beyond timber into wood products manufacturing, real estate, and natural climate solutions. This strategic combination aims to achieve $40 million in annual synergies and sustained dividend growth, with leadership drawn equally from both predecessor companies.
Rayonier and PotlatchDeltic close $8.2B merger
Rayonier and PotlatchDeltic Corporation have finalized their $8.2 billion all-stock merger, creating a combined entity that owns over 4 million acres of timberland across 11 U.S. states. The new company, which will initially retain the Rayonier name and trade as "RYN" on the NYSE, also operates sawmills, real estate developments, and rural land sales programs. The leadership team and Board of Directors comprise members from both legacy companies.
PotlatchDeltic Received Notice of Delisting
PotlatchDeltic (PCH) has received a notice of delisting from Nasdaq following its merger with Rayonier. Trading of its common stock will be halted after the close on January 30, 2026, with a Form 25 and Form 15 to be filed shortly thereafter to terminate registration and reporting obligations. This action was requested by the company.
Rayonier And PotlatchDeltic Close Merger, Creating Timberland And Wood Products Platform Across More Than 4 Million Acres
Rayonier and PotlatchDeltic Corporation have completed their merger, creating a combined entity focused on land resources and wood products across over four million acres in the United States. The new company, which will initially retain the Rayonier name and trade as RYN on the NYSE, aims to create shareholder value through diversified timber, wood products, and real estate opportunities. Leadership and board positions are equally split between the legacy organizations, with Mark D. McHugh as President and CEO and Eric J. Cremers as Executive Chairman.
4M acres of timberland under one company after Rayonier–PotlatchDeltic merger
Rayonier and PotlatchDeltic Corporation have completed their strategic merger of equals, creating a combined entity that owns over four million acres of timberland across the United States. The merged company will initially retain the Rayonier name and ticker symbol RYN on the NYSE, with plans for a new name and ticker later in Q1 2026. This merger aims to generate significant value for shareholders by combining their land resources, operations, and leadership teams.
Assessing PotlatchDeltic (PCH) Valuation After Gradual Share Price Momentum And Rich Earnings Multiple
This article analyzes PotlatchDeltic's (PCH) valuation, noting that the company's shares are currently trading below an analyst-derived fair value of $46.63, suggesting it is undervalued. The narrative highlights the potential for sustained growth driven by housing shortages and new revenue streams from environmental focuses. However, it also points out the company's high P/E ratio compared to its industry and peers, which could limit upside if market expectations adjust.
Rayonier and PotlatchDeltic stockholders approve merger By Investing.com
Stockholders of Rayonier and PotlatchDeltic have approved all proposals for their merger, which is anticipated to close on January 30, 2026. This merger will create a significant timberland real estate investment trust, combining approximately 4.1 million acres of timberlands across the U.S. Current Rayonier shareholders will own about 54% of the combined company, which will initially retain the Rayonier name and ticker symbol (RYN) before a planned rebranding later in Q1 2026.
Rayonier and PotlatchDeltic stockholders approve merger By Investing.com
Stockholders of Rayonier (NYSE:RYN) and PotlatchDeltic (NASDAQ:PCH) have officially approved all proposals required for their upcoming merger. The merger, projected to close on January 30, 2026, will create a significant timberland real estate investment trust, with current Rayonier shareholders owning approximately 54% of the combined entity. The newly formed company will initially retain the Rayonier name and ticker symbol RYN, with a new brand to be announced later in Q1 2026.
Press Release: Rayonier and PotlatchDeltic Announce Stockholder Approvals for Merger
Rayonier and PotlatchDeltic have announced that their stockholders have approved the proposed merger between the two companies. The article also briefly mentions Unity Software's fourth-quarter financial results, reporting increased revenue and a quarterly loss.
PotlatchDeltic Shareholders Approve Merger With Rayonier
PotlatchDeltic shareholders have approved the merger with Rayonier on January 27, 2026. This approval, alongside Rayonier stockholder approvals, clears the way for the merger to close on January 30, 2026. The merged company will retain the Rayonier name, with Rayonier shareholders owning approximately 54% and PotlatchDeltic shareholders 46% of the combined entity.
Rayonier and PotlatchDeltic Announce Stockholder Approvals for Merger
Rayonier and PotlatchDeltic have announced that their respective stockholders have approved all necessary proposals for their previously disclosed merger. The merger is anticipated to conclude after market close on January 30, 2026, pending customary closing conditions. Upon completion, PotlatchDeltic stockholders will receive 1.8185 Rayonier common shares and $0.61 in cash per share, with Rayonier shareholders owning approximately 54% of the combined entity.
PotlatchDeltic (PCH) Q3 2025 Earnings Transcript
PotlatchDeltic (PCH) reported Q3 2025 adjusted EBITDA of $89 million, significantly up from $52 million sequentially, primarily due to strong real estate activity. The company announced a merger of equals with Rayonier, expected to close in late Q1 or early Q2 2026, aiming for $40 million in synergies. Despite a challenging lumber market, with Wood Products posting a $2 million loss, the company saw robust rural real estate sales, growth in solar option agreements, and lithium mineral leases, signaling optimism for long-term growth and market stabilization.
Assessing PotlatchDeltic (PCH) Valuation After Recent Share Price Momentum And Mixed Signals From P/E And DCF
PotlatchDeltic (PCH) has seen recent positive share price momentum but shows mixed valuation signals. While its Price-to-Earnings (P/E) ratio of 54.4x suggests it is overvalued compared to industry benchmarks and its estimated fair P/E of 43.2x, a Discounted Cash Flow (DCF) model indicates a significant undervaluation of roughly 47.4% with a fair value of US$85.97 versus its current trading price of US$45.23. Investors are left to weigh these conflicting signals, considering both market sentiment and intrinsic cash flow value.
PotlatchDeltic provides supplemental disclosures on pending Rayonier merger
PotlatchDeltic Corporation issued supplemental disclosures concerning its merger with Rayonier Inc. to address shareholder lawsuits and demand letters regarding alleged deficiencies in the merger's proxy statement. The additional information includes detailed financial analyses from Morgan Stanley and BofA Securities, with updated figures on valuations and analyst price targets for both companies. Shareholder meetings are scheduled for January 27, 2026, to vote on the merger, despite recent analyst downgrades for PotlatchDeltic.
Rayonier issues supplemental disclosures on PotlatchDeltic merger and related litigation
Rayonier Inc. has issued supplemental disclosures for its pending merger with PotlatchDeltic Corporation in response to shareholder lawsuits and demand letters alleging deficiencies in the merger proxy statement. The companies maintain their original disclosures comply with legal requirements and are providing the additional information voluntarily to address concerns and avoid delays. The supplemental disclosures include detailed financial analyses from Morgan Stanley and BofA Securities.
2025 PotlatchDeltic dividends to be taxed as long-term gains
PotlatchDeltic Corporation (Nasdaq: PCH) announced the tax treatment for its 2025 dividend distributions, totaling $1.80 per share. These dividends are classified entirely as Capital Gain Distributions, subject to a long-term 20% tax rate. Shareholders are advised to consult their tax advisors for specific treatment.
PotlatchDeltic Corporation Merger with Rayonier Inc.
PotlatchDeltic Corporation announced on January 16, 2026, that its merger with Rayonier Inc. is proceeding with supplemental disclosures. The merger involves PotlatchDeltic merging into a Rayonier subsidiary, with stockholder meetings scheduled for January 27, 2026, to approve the deal. Three lawsuits have been filed challenging the merger, alleging disclosure deficiencies.
PotlatchDeltic Announces Tax Treatment for 2025 Dividend Distributions
PotlatchDeltic Corporation announced the tax treatment for its 2025 dividend distributions, totaling $1.80 per share. These dividends are classified entirely as long-term capital gain distributions, subject to a 20% tax rate. The company provided a detailed table summarizing the record dates, payable dates, distribution amounts, and the long-term capital gain per share for each quarterly dividend in 2025.
Citi Maintains PotlatchDeltic Corp(PCH.US) With Hold Rating, Raises Target Price to $45
Citi has reiterated its Hold rating on PotlatchDeltic Corp (PCH.US), while increasing the target price for the company's shares to $45. This adjustment suggests a continued neutral outlook for the stock but with an upward revision in its valuation projection.
Is PotlatchDeltic (PCH) Pricing Reflect Its Cash Flow Outlook And Planned Rayonier Merger
This article analyzes PotlatchDeltic (PCH) stock valuation, finding it undervalued by a Discounted Cash Flow (DCF) model but overvalued by its Price/Earnings ratio compared to industry averages and Simply Wall St's Fair Ratio. Investors are encouraged to consider different narratives for valuation, including potential merger synergies with Rayonier.
Is PotlatchDeltic (PCH) Pricing Reflect Its Cash Flow Outlook And Planned Rayonier Merger
This article analyzes PotlatchDeltic (PCH) stock valuation, concluding it is undervalued by a Discounted Cash Flow (DCF) model but overvalued based on its P/E ratio compared to industry averages and a proprietary "Fair Ratio." It suggests investors consider different narratives regarding the company's future, including potential merger synergies with Rayonier and climate-related opportunities, to understand its true value.
BMO Capital Downgrades PotlatchDeltic Corp(PCH.US) to Hold Rating, Cuts Target Price to $45
BMO Capital analyst Ketan Mamtora has downgraded PotlatchDeltic Corp (PCH.US) to a "Hold" rating and reduced the target price from $51 to $45. The analyst's past performance shows a 63.4% success rate and a 12.2% average return over the last year, according to TipRanks data. This information is intended for educational purposes and is not investment advice.
Assessing PotlatchDeltic: Insights From 7 Financial Analysts
Seven financial analysts have recently evaluated PotlatchDeltic (NASDAQ: PCH), with a mix of bullish, indifferent, and somewhat bearish sentiments, leading to an average 12-month price target of $45.57, an 8.33% decrease from the previous average. The company shows strong revenue growth but lags industry benchmarks in market capitalization, net margin, Return on Equity, and Return on Assets, while maintaining a healthy debt-to-equity ratio. Analysts adjust their ratings and price targets based on market dynamics and company performance, offering crucial insights for investors.
PotlatchDeltic Investor Alert: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of PotlatchDeltic Corporation - PCH
Kahn Swick & Foti, LLC (KSF) is investigating the proposed sale of PotlatchDeltic Corporation (PCH) to Rayonier Inc. (RYN). The law firm is scrutinizing whether the consideration of 1.7339 common shares of Rayonier for each PotlatchDeltic share is adequate and whether the process leading to this agreement was fair. KSF invites shareholders who believe the offer undervalues the company to contact them to discuss their legal rights.
PotlatchDeltic Investor Alert: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of PotlatchDeltic Corporation - PCH
Kahn Swick & Foti, LLC (KSF) is investigating the proposed sale of PotlatchDeltic Corporation (NasdaqGS: PCH) to Rayonier Inc. (NYSE: RYN). The law firm is examining whether the proposed exchange of 1.7339 Rayonier shares for each PotlatchDeltic share undervalues the company and if the sales process was adequate. Shareholders are encouraged to contact KSF if they believe the transaction undervalues their shares or to discuss their legal rights.
Analysts Offer Insights on Real Estate Companies: Regency Centers (REG) and PotlatchDeltic (PCH)
Analysts have provided insights into two real estate companies: Regency Centers (REG) and PotlatchDeltic (PCH). Morgan Stanley maintained a Buy rating on Regency Centers with an $85.00 price target, while Bank of America Securities maintained a Sell rating on PotlatchDeltic with a $44.00 price target. The Street's consensus is a Moderate Buy for Regency Centers and a Hold for PotlatchDeltic.
DA Davidson reiterates Neutral rating on Potlatch stock at $40 target
DA Davidson has reiterated its Neutral rating and $40 price target for Potlatch (NASDAQ:PCH) following the release of merger proxy details for its merger of equals with Rayonier (NYSE:RYN). The adjusted exchange ratio for the merger now involves PotlatchDeltic shareholders receiving 1.8185 shares of Rayonier stock plus $0.61 cash per PotlatchDeltic share. This rating is maintained because the current trading price of Rayonier shares implies a total consideration for PotlatchDeltic shareholders that aligns with DA Davidson's $40 price target.
DA Davidson reiterates Neutral rating on Potlatch stock at $40 target
DA Davidson has reiterated its Neutral rating and $40 price target for Potlatch (NASDAQ:PCH) following details of its merger with Rayonier (NYSE:RYN). The adjusted exchange ratio for the merger now includes PotlatchDeltic shareholders receiving 1.8185 shares of Rayonier stock and $0.61 cash per PotlatchDeltic share. This maintained Neutral stance is due to the current trading price implying a total consideration close to the firm's price target, despite recent positive earnings from PotlatchDeltic.
RBC Capital Maintains PotlatchDeltic Corp(PCH.US) With Hold Rating, Cuts Target Price to $46
RBC Capital analyst Matt McKellar has maintained a Hold rating on PotlatchDeltic Corp (PCH.US) but cut the target price from $48 to $46. According to TipRanks data, McKellar has a 35.7% success rate and an average return of -1.0% over the past year. The information is for informational purposes only and not investment advice.
PotlatchDeltic (PCH): Assessing Valuation as Shares Grind Higher and Timber REIT Sentiment Steadies
PotlatchDeltic (PCH) shares have risen about 3% over the past month, trading below analyst targets despite modest long-term returns. The company is considered 15.4% undervalued with a narrative fair value of $47.75, based on expectations of recovering lumber prices and improved earnings. However, its P/E ratio of 48.6x is higher than industry and peer averages, raising concerns about potential downside if expectations are not met.
What Does the Market Think About PotlatchDeltic Corp?
PotlatchDeltic Corp (NYSE: PCH) has seen a 6.2% increase in its short interest as a percentage of float since its last report, with 1.37 million shares now sold short. This represents 2.57% of available shares and would take traders 2.44 days to cover on average. Despite the increase, the company's short interest is lower than its peer group average of 5.29%.
PotlatchDeltic Corp To Go Ex-Dividend On December 15th, 2025 With 0.45 USD Dividend Per Share
PotlatchDeltic Corp (PCH.US) is scheduled to go ex-dividend on December 15th, 2025, with a cash dividend of $0.45 per share. Shareholders on record by this date will receive the dividend on December 31st, 2025. The article also provides general definitions of cash and stock dividends, noting that dividends are not guaranteed.
Ex-Dividend Reminder: NexPoint Residential Trust, PotlatchDeltic and Simmons First National
NexPoint Residential Trust Inc (NXRT), PotlatchDeltic Corp (PCH), and Simmons First National Corp (SFNC) are set to trade ex-dividend on December 15, 2025. Investors should expect their respective stock prices to open lower by the dividend percentage. The article provides details on their upcoming quarterly dividends and historical payout charts.
PotlatchDeltic declares $0.45 per share quarterly dividend By Investing.com
PotlatchDeltic Corporation (NASDAQ:PCH) announced a quarterly dividend of $0.45 per share, payable on December 31, 2025, to stockholders of record as of December 15, 2025. This dividend reflects a 4.63% yield, extending the company's 55 consecutive years of dividend payments. Despite recent positive earnings and revenue, the stock has experienced downgrades due to concerns over its merger with Rayonier and the broader lumber market.
PotlatchDeltic Corp Posts Investor Presentation with Key Updates
PotlatchDeltic Corp (PCH) released an investor presentation on December 5, 2025, detailing key strategic initiatives and its financial outlook. The presentation highlights a pending merger with Rayonier Inc., capital allocation strategies including share repurchases and dividends, and a modernization project at its Waldo sawmill with a 22% IRR. PCH also underscored its strong balance sheet and commitment to sustainable dividends, alongside opportunities in solar, carbon credits, and lithium projects.
PotlatchDeltic (Nasdaq: PCH) sets $0.45 quarterly payout for Dec. 31, 2025
PotlatchDeltic Corporation (Nasdaq: PCH) has declared a quarterly distribution of $0.45 per share on its common stock. This distribution is payable on December 31, 2025, to stockholders of record as of December 15, 2025. PotlatchDeltic operates as a Real Estate Investment Trust (REIT) with extensive timberland ownership and various related businesses.
PotlatchDeltic Exceeds Expectations And Doubles Down On Growth
PotlatchDeltic (PCH) surpassed Wall Street's third-quarter forecasts with strong revenue and adjusted earnings, driven by robust rural land sales in Georgia despite weaker lumber prices. The company's imminent merger with Rayonier is expected to create one of North America's largest landowners, bolstering long-term stability and maintaining a bullish outlook among analysts. This performance highlights the resilience of land as an investment, even amidst market fluctuations.
[425] POTLATCHDELTIC CORP Business Combination Communication | PCH SEC Filing - Form 425
Rayonier Inc. discussed its proposed all-stock merger-of-equals with PotlatchDeltic Corporation, targeting $40 million in run-rate synergies by the end of year two and creating a combined timberland portfolio exceeding 4 million acres. The merger, expected to close in late Q1 or early Q2 2026, aims to deliver significant strategic and financial benefits through enhanced scale, operational efficiencies, and diversified revenue streams. Both companies emphasize a shared capital allocation philosophy, prioritizing an investment-grade balance sheet, dividend growth, and opportunistic buybacks post-merger.
Earnings call transcript: PotlatchDeltic Q3 2025 beats earnings expectations
PotlatchDeltic (PCH) exceeded Q3 2025 earnings expectations with an EPS of $0.36 and revenue of $314.2 million, driven by strong Timberlands and Real Estate segments. Despite the beat, the stock saw a slight premarket decline. The company expressed optimism for future lumber prices and highlighted its pending merger with Rayonier.
PotlatchDeltic Corporation Reports Third Quarter 2025 Results
PotlatchDeltic Corporation reported net income of $25.9 million, or $0.33 per diluted share, on revenues of $314.2 million for Q3 2025. The company also announced a definitive merger agreement with Rayonier Inc., aiming to create a leading U.S. land resources owner and top-tier lumber manufacturer, with the merger expected to close in late Q1 or early Q2 2026. Operational highlights include strong performance across all business segments, significant rural land sales, and disciplined cost management in wood products.
RAYONIER MERGING WITH POTLATCHDELTIC
Rayonier and PotlatchDeltic have announced an all-stock merger of equals, aiming to create a leading domestic land resources owner and top-tier lumber manufacturer. The combined company, which will operate under a new name, is expected to have a pro forma equity market capitalization of $7.1 billion and a total enterprise value of $8.2 billion. This merger will make them the second-largest publicly traded timber and wood products company in North America, leveraging complementary timberland portfolios, efficient wood products operations, and value creation opportunities in real estate and natural climate solutions.
PotlatchDeltic (PCH) Valuation: Is There More Upside After Recent Share Price Momentum? - Yahoo Finance
PotlatchDeltic (PCH) has seen recent share price momentum, prompting a re-evaluation of its valuation. Analysts project the company is 15.5% undervalued with a fair value of $50.62, driven by expected growth in residential construction and remodeling. However, an alternative view suggests a premium is already priced in, as its P/E ratio significantly exceeds industry averages.
PotlatchDeltic Investor Alert By The Former Attorney General Of Louisiana: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of PotlatchDeltic Corporation - PCH - MarketScreener
Kahn Swick & Foti, LLC, led by former Attorney General Charles C. Foti, Jr., is investigating the proposed sale of PotlatchDeltic Corporation (NasdaqGS: PCH) to Rayonier Inc. (NYSE: RYN). The investigation aims to determine if the consideration of 1.7339 shares of Rayonier for each PotlatchDeltic share is adequate and if the process leading to the sale was fair, suggesting a potential undervaluation of PotlatchDeltic. Shareholders are invited to contact KSF to discuss their legal rights regarding the proposed merger.
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of - GlobeNewswire
Brodsky & Smith is notifying investors about ongoing investigations into the mergers and acquisitions of TrueCar, Inc. (Nasdaq – TRUE), Astria Therapeutics, Inc. (Nasdaq – ATXS), PotlatchDeltic Corporation (Nasdaq – PCH), and SWK Holdings Corporation (Nasdaq – SWKH). The investigations concern whether the respective company boards breached their fiduciary duties by failing to ensure fair value for shareholders in these transactions. Shareholders are invited to contact the firm to discuss these investigations.
Potlatch stock rating reiterated at Buy by DA Davidson amid merger news By Investing.com - Investing.com Australia
DA Davidson has reiterated its Buy rating for Potlatch (NASDAQ:PCH) with a $54.00 price target following the announcement of its all-stock merger with Rayonier. The merger, which combines two large Timber REITs, is expected to create a more scaled and diversified entity, benefiting shareholders through synergies and increased market relevance. This news follows PotlatchDeltic Corp's Q2 2025 earnings report, which indicated a decrease in adjusted EBITDA but an optimistic outlook for Q3.
Potlatch stock rating reiterated at Buy by DA Davidson amid merger news - Investing.com South Africa
This article reports a client-side exception when trying to load content from Investing.com South Africa. It mentions a previous headline about Potlatch stock receiving a reiterated "Buy" rating from DA Davidson amidst merger news. The article itself is inaccessible due to the error.
D.A. Davidson Maintains PotlatchDeltic Corp(PCH.US) With Buy Rating, Maintains Target Price $54 - 富途牛牛
D.A. Davidson analyst Kurt Yinger maintained a Buy rating on PotlatchDeltic Corp (PCH.US) and kept the target price at $54. The analyst has a 59.2% success rate and a 15.7% average return over the past year according to TipRanks data. The article includes disclaimers about TipRanks data and investment advice.
