PotlatchDeltic Stock Rises on Plans to Merge With Rayonier in All-Stock Deal

Dow Jones
Oct 14, 2025
 

By Kelly Cloonan

 

Shares of PotlatchDeltic climbed on plans to combine with Rayonier in an all-stock deal that would create a forestry giant valued at more than $7 billion.

The stock edged up 5% to $43.74 in early trading Tuesday. Shares are up 6.1% this year through market close on Monday.

Shares of Rayonier, meanwhile, fell 1.2%, to $25.60, in premarket trading.

Under the terms of the agreement, PotlatchDeltic shareholders will receive about 1.73 common shares of Rayonier for each share of PotlatchDeltic common stock, the companies said Tuesday.

The exchange ratio represents an implied price of $44.11 per PotlatchDeltic share, marking an 8.25% premium to PotlatchDeltic's closing stock price on Oct. 10, the last business day before the execution of the agreement.

Upon the closing of the deal, Rayonier shareholders will own approximately 54% of the combined company, while PotlatchDeltic shareholders will own about 46%.

The combined company is expected to have an equity market capitalization of about $7.1 billion and a total enterprise value of $8.2 billion, including $1.1 billion of net debt.

The merger aims to create the second-largest publicly traded timber and wood products company in North America. The combined company will be positioned to capitalize on an improving housing market as well as opportunities in higher-and-better-use real estate and climate solutions, the companies said.

 

Write to Kelly Cloonan at kelly.cloonan@wsj.com

 

(END) Dow Jones Newswires

October 14, 2025 06:27 ET (10:27 GMT)

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