William Dereu Sells 3,278 Shares of Potlatch (NASDAQ:PCH) Stock

Potlatch Corporation (NASDAQ:PCH) VP William Dereu sold 3,278 shares of the company’s stock in a transaction that occurred on Monday, December 22nd. The shares were sold at an average price of $39.33, for a total value of $128,923.74. Following the transaction, the vice president owned 73,845 shares of the company’s stock, valued at approximately $2,904,323.85. This represents a 4.25% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website.

Potlatch Stock Performance

NASDAQ:PCH opened at $40.03 on Thursday. The company has a quick ratio of 1.26, a current ratio of 1.96 and a debt-to-equity ratio of 0.53. The firm’s fifty day simple moving average is $40.22 and its 200 day simple moving average is $40.76. The stock has a market cap of $3.09 billion, a P/E ratio of 48.81 and a beta of 1.10. Potlatch Corporation has a twelve month low of $36.82 and a twelve month high of $48.12.

Potlatch (NASDAQ:PCH) last posted its earnings results on Friday, May 6th. The real estate investment trust reported $1.94 EPS for the quarter. The firm had revenue of $354.19 million during the quarter. Potlatch had a net margin of 5.76% and a return on equity of 3.38%. As a group, research analysts predict that Potlatch Corporation will post 0.8 EPS for the current year.

Potlatch Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Wednesday, December 31st. Shareholders of record on Monday, December 15th will be issued a dividend of $0.45 per share. The ex-dividend date is Monday, December 15th. This represents a $1.80 dividend on an annualized basis and a dividend yield of 4.5%. Potlatch’s dividend payout ratio is 219.51%.

Hedge Funds Weigh In On Potlatch

Several large investors have recently modified their holdings of PCH. Coastline Trust Co bought a new position in Potlatch in the 3rd quarter worth about $26,000. Hantz Financial Services Inc. raised its holdings in Potlatch by 611.9% in the third quarter. Hantz Financial Services Inc. now owns 719 shares of the real estate investment trust’s stock worth $29,000 after buying an additional 618 shares during the last quarter. GAMMA Investing LLC raised its holdings in Potlatch by 61.1% in the second quarter. GAMMA Investing LLC now owns 1,084 shares of the real estate investment trust’s stock worth $42,000 after buying an additional 411 shares during the last quarter. UMB Bank n.a. lifted its stake in shares of Potlatch by 32.3% in the second quarter. UMB Bank n.a. now owns 1,143 shares of the real estate investment trust’s stock worth $44,000 after buying an additional 279 shares in the last quarter. Finally, CIBC Private Wealth Group LLC grew its holdings in shares of Potlatch by 216.6% during the third quarter. CIBC Private Wealth Group LLC now owns 1,184 shares of the real estate investment trust’s stock valued at $48,000 after buying an additional 810 shares during the last quarter. Hedge funds and other institutional investors own 86.06% of the company’s stock.

Key Potlatch News

Here are the key news stories impacting Potlatch this week:

• Positive Sentiment: Company filed a Form DEFM14A and set a shareholder vote for Jan. 27, 2026 on a merger-of-equals with Rayonier — that formal proxy and vote date make the deal timetable concrete and can support expectations of scale, cost synergies and a potential takeover premium. PotlatchDeltic Sets January 27, 2026 Vote on Merger-of-Equals With Rayonier
• Positive Sentiment: Large institutional holders have been active (e.g., Norges Bank and others increased positions in recent quarters), which can lend support to the share base and signal long-term investor conviction. (Institutional ownership noted in company filings and coverage.)
• Neutral Sentiment: Short-interest data reported for December appears anomalous (shows 0 shares / NaN changes). Treat this as a data glitch until an updated, reliable short-interest filing is available; it does not provide actionable direction now.
• Negative Sentiment: Multiple insiders sold meaningful blocks on Dec. 22, including CEO Eric J. Cremers (24,123 shares) and several VPs and the CFO — the cluster of sales represents notable percent reductions in insider positions and may weigh on sentiment unless they were part of pre-arranged 10b5-1 plans. CEO SEC filing: CEO Filing — CFO sale noted here: CFO Sale
• Negative Sentiment: Dividend yield (~4.5%) contrasts with a reported payout ratio >200%, raising questions about dividend sustainability and potential pressure on future cash allocation (risk for income-focused holders).
• Negative Sentiment: Recent analyst actions include cuts and lower price targets (multiple firms have trimmed targets and ratings are clustered around Hold), which could limit near-term upside until merger clarity or improved fundamentals arrive.

Analyst Ratings Changes

A number of research analysts have recently commented on PCH shares. Zacks Research upgraded Potlatch from a “strong sell” rating to a “hold” rating in a research note on Friday, November 14th. Weiss Ratings reissued a “hold (c)” rating on shares of Potlatch in a research report on Wednesday, October 8th. DA Davidson reaffirmed a “neutral” rating and issued a $40.00 target price (down from $54.00) on shares of Potlatch in a research report on Thursday, November 13th. Truist Financial lowered their price target on shares of Potlatch from $52.00 to $51.00 and set a “buy” rating for the company in a research report on Monday, October 13th. Finally, Citigroup dropped their price objective on shares of Potlatch from $45.00 to $44.00 and set a “neutral” rating on the stock in a research note on Wednesday, November 12th. One analyst has rated the stock with a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, Potlatch currently has a consensus rating of “Hold” and an average target price of $45.80.

Potlatch Company Profile

PotlatchDeltic Corporation, which trades on the NASDAQ under the ticker PCH, is a real estate investment trust (REIT) specializing in the ownership and sustainable management of timberland. Headquartered in Spokane, Washington, the company holds approximately two million acres of forested land across the United States. Its integrated business model combines timberland stewardship with manufacturing and marketing of wood products to serve residential, agricultural and industrial markets.

In its timberland segment, PotlatchDeltic focuses on responsible forest management practices, including reforestation, habitat conservation and wildfire mitigation.