PotlatchDeltic to Merge with Rayonier, Shareholders to Hold 46% of Combined Entity
Written by Emily J. Thompson, Senior Investment Analyst
Source: Globenewswire
Updated: 22 hour ago0mins
- Merger Overview: PotlatchDeltic Corporation is set to sell to Rayonier Inc. at a rate of 1.7339 common shares of Rayonier for each share of PotlatchDeltic, resulting in shareholders owning approximately 46% of the combined entity, thereby securing a significant stake in the new company.
- Compass and Anywhere Merger: Compass, Inc. is merging with Anywhere Real Estate Inc., and upon completion, Compass shareholders will own about 78% of the combined company, which will enhance their market control and competitive advantage.
- Rayonier and PotlatchDeltic Merger: In the merger with PotlatchDeltic, Rayonier shareholders will hold approximately 54% of the combined company, positioning them dominantly and potentially influencing future strategic decisions.
- Anywhere's Sale to Compass: Anywhere Real Estate Inc. is being sold to Compass for 1.436 shares of Compass Class A common stock per share of Anywhere, resulting in Anywhere shareholders owning about 22% of the combined company, indicating a relatively weaker position in the new structure.
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Analyst Views on COMP
Wall Street analysts forecast COMP stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for COMP is 10.33 USD with a low forecast of 8.00 USD and a high forecast of 12.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
7 Analyst Rating
5 Buy
2 Hold
0 Sell
Moderate Buy
Current: 10.550
Low
8.00
Averages
10.33
High
12.00
Current: 10.550
Low
8.00
Averages
10.33
High
12.00
Barclays
Matthew Bouley
Equal Weight -> Overweight
upgrade
$9 -> $13
2025-12-08
New
Reason
Barclays
Matthew Bouley
Price Target
$9 -> $13
2025-12-08
New
upgrade
Equal Weight -> Overweight
Reason
Barclays analyst Matthew Bouley upgraded Compass to Overweight from Equal Weight with a price target of $13, up from $9. The firm adjusted ratings in the homebuilding and building products group as part of its 2026 outlook. Barclays expects another year of declines in single-family housing starts, saying the housing market "remains far from balanced." This leaves the homebuilder stocks "volatile, with no cycle call to be made," the analyst tells investors in a research note. Barclays believes building products and brokerage names can outperform despite weakness in new residential. It views building products and distributors as more compelling than homebuilders entering 2026.
BTIG
Jake Fuller
Buy
maintain
$11
2025-11-25
Reason
BTIG
Jake Fuller
Price Target
$11
2025-11-25
maintain
Buy
Reason
BTIG analyst Jake Fuller raised the firm's price target on Compass to $12.50 from $11 and keeps a Buy rating on the shares. Agent count is the biggest driver of growth for the company, and the firm's tally points to y/y organic growth of about 7%, along with supportive of high-teens GTV - Gross Transaction Value - growth after layering in M&A contributions, the analyst tells investors in a research note.
Odeon Capital
NULL -> Buy
initiated
2025-11-19
Reason
Odeon Capital
Price Target
2025-11-19
initiated
NULL -> Buy
Reason
Odeon Capital initiated coverage of Compass with a Buy rating.
UBS
Chris Kuntarich
Buy
maintain
$11 -> $12
2025-11-05
Reason
UBS
Chris Kuntarich
Price Target
$11 -> $12
2025-11-05
maintain
Buy
Reason
UBS analyst Chris Kuntarich raised the firm's price target on Compass to $12 from $11 and keeps a Buy rating on the shares.
See All Ratings
About COMP
Compass, Inc. provides an end-to-end platform that empowers its residential real estate agents to deliver service to seller and buyer clients. Its platform includes an integrated suite of cloud-based software for customer relationship management, marketing, client service, brokerage services and other critical functionalities, all custom-built for the real estate industry. Its platform also uses proprietary data, analytics, artificial intelligence, and machine learning to simplify the workflows of agents and deliver recommendations and outcomes for both agents and their clients. It also provides integrated services, such as title and escrow and mortgage, both of which are available on its platform. Its Glide tools, which include completion of various real estate forms and offer preparation and eSignature and collaboration capabilities, are offered to non-Compass agents and their clients. Business Tracker provides agents with a centralized view of their entire business.
About the author
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Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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