PotlatchDeltic Sets January 27, 2026 Vote on Merger-of-Equals With Rayonier

New activity is brewing for PotlatchDeltic ( (PCH) ). The company has submitted a Form DEFM14A to the SEC, indicating an upcoming shareholder vote. This form gives shareholders all the information they need to develop an informed vote. Read on to learn more about the proposed company action.

On October 13, 2025, PotlatchDeltic Corporation and Rayonier Inc. signed an Agreement and Plan of Merger for a merger of equals under which PotlatchDeltic will be merged into a Rayonier subsidiary, leaving the subsidiary as a wholly owned unit of Rayonier. Each PotlatchDeltic share outstanding immediately before completion of the transaction will be converted into the right to receive 1.8185 Rayonier common shares plus $0.61 in cash, a fixed consideration structure designed to equalize the impact of Rayonier’s previously declared special dividend; based on Rayonier’s closing share price on December 18, 2025, the implied value of the package was $40.22 per PotlatchDeltic share. Following completion of the deal, which remains subject to shareholder approvals at both companies, Rayonier shareholders are expected to own about 54% of the combined business and former PotlatchDeltic stockholders about 46%, with both boards unanimously endorsing the transaction and urging investors to vote in favor of the necessary proposals at special meetings scheduled for January 27, 2026. The merger is expected to reshape the ownership structure and scale of the two timber and land companies, potentially enhancing their competitive position and operational reach, but cannot proceed without majority approvals on the key issuance and merger-agreement resolutions at those meetings.

The most recent analyst rating on (PCH) stock is a Hold with a $46.00 price target. To see the full list of analyst forecasts on PotlatchDeltic stock, see the PCH Stock Forecast page.

Spark’s Take on PCH Stock

According to Spark, TipRanks’ AI Analyst, PCH is a Neutral.

PotlatchDeltic’s overall stock score reflects a balance of moderate financial performance and valuation concerns, offset by positive strategic initiatives and corporate events. The company’s strong cash flow and strategic merger plans provide a positive outlook, but current profitability and market conditions pose challenges.

To see Spark’s full report on PCH stock, click here.

More about PotlatchDeltic

PotlatchDeltic Corporation is a publicly traded company listed on Nasdaq under the symbol “PCH.” It operates as a timber and real estate investment-focused business, and is now positioned to combine with Rayonier Inc., a New York Stock Exchange-listed timber REIT, in a merger of equals that will create a larger, integrated timber and land company with a broadened shareholder base.

Average Trading Volume: 654,690

Technical Sentiment Signal: Sell

Current Market Cap: $3.06B

For a thorough assessment of PCH stock, go to TipRanks’ Stock Analysis page.