B of A Securities has downgraded Potlatchdeltic Corp (PCH) to Underperform from Buy, reflecting a more cautious outlook for the real estate investment trust. This decision, announced on November 16, 2025, comes as the company faces potential challenges in competitive pressures and market conditions.
Potlatchdeltic operates primarily in the timberlands, wood products, and real estate sectors. It manages extensive timberlands and produces lumber and plywood at mills across several states, including Arkansas, Idaho, Michigan, and Minnesota. As of November 18, 2025, the company's stock is trading at $38.21, with a market capitalization of $3.0 billion and a P/E ratio of 46.22.
The downgrade underscores concerns that may impact Potlatchdeltic’s performance in the near term. Analysts currently have a consensus rating of Buy on the stock, with two Strong Buy, eight Buy, and two Hold ratings.
Upcoming earnings are anticipated on July 26, 2026, with an estimated EPS of $0.20 and revenue of $266.8 million, following a mixed performance in recent quarters. In Q3 2025, the company reported an EPS of $0.36, surpassing estimates by 42.3%. However, the prior quarter saw an EPS of $0.09, falling short of expectations.
This update provides insight into the shifting sentiment among analysts regarding Potlatchdeltic, as ratings can evolve with new information and market dynamics. Investors should consider a range of factors, including company fundamentals and industry trends, when evaluating the stock.