Rayonier (RYN) Gets a Hold from RBC Capital
RBC Capital analyst Matt McKellar maintained a Hold rating on Rayonier (RYN) with a price target of $26.00. This rating comes despite the company reporting a quarterly revenue of $177.53 million and a net profit of $43.19 million for the quarter ending September 30. Insider sentiment for RYN is negative, with an increase in insider selling over the past quarter.
Rayonier to Present at Upcoming Investor Conferences
Rayonier (NYSE:RYN) announced that its President and CEO, Mark D. McHugh, will present at two upcoming investor conferences: Citi’s 2026 Global Property CEO Conference on March 3, 2026, and the Raymond James 47th Annual Institutional Investors Conference on March 4, 2026. Webcasts of both events will be accessible via the Investor Relations section of Rayonier's website, with replays available shortly after. Rayonier is a land resources REIT managing over four million acres in the U.S. and is involved in timberland management, real estate development, and sawmilling operations.
Stream Rayonier's CEO talks at Citi and Raymond James events
Rayonier (NYSE: RYN) announced that its President and CEO, Mark D. McHugh, will present at two upcoming investor conferences in March 2026: Citi’s Global Property CEO Conference and the Raymond James 47th Annual Institutional Investors Conference. Webcasts of both presentations will be available via the Investor Relations section of Rayonier’s website. Rayonier is a real estate investment trust specializing in timberland management and operates several related businesses.
RBC Capital Raises Price Target for Rayonier (RYN) to $26.00 | R
RBC Capital has maintained its "Sector Perform" rating for Rayonier (RYN) but raised its price target from $25.00 to $26.00. This adjustment comes amidst varied analyst perspectives, with other firms like Raymond James recently upgrading their rating to "Strong Buy," while Truist Securities and Citigroup have maintained or lowered their targets. Rayonier, a major timberland owner structured as a REIT, has an average analyst target price of $27.00, suggesting a potential upside, although GuruFocus estimates a downside based on its GF Value.
Rayonier (RYN) Q4 Earnings Volatility Tests Bullish Long Term Land And Carbon Narratives
Rayonier's Q4 earnings for FY 2025 show significant volatility, with revenue of US$117.5 million and EPS of US$0.17, leading to scrutiny of the stability of its earnings and margins. The article highlights that recent profit strength has relied on one-off items rather than repeatable cash flow, challenging the bullish long-term narratives surrounding land-based opportunities, carbon, and real estate. The company's high P/E ratio of 99.8x, coupled with a decline in net margin and a stock price above its DCF fair value, raises concerns for investors despite forecasts of annual earnings growth.
Rayonier Inc. (RYN) Closes PotlatchDeltic Merger, Expands Timberland Footprint
Rayonier Inc. (RYN) has finalized its merger with PotlatchDeltic, creating a larger timberland REIT on January 31. The combined entity will retain the Rayonier name and RYN ticker initially, with a new identity expected in Q1 2026. Despite a recent price target cut by Truist, the merger is anticipated to strengthen Rayonier's market position due to expanded timberland, operational synergies, and long-term demand for packaging and construction materials, promising asset-backed growth and income potential for investors.
Rayonier PotlatchDeltic Merger Reshapes Timber And Real Estate Story
Rayonier Inc. has completed its merger with PotlatchDeltic, creating a significant timberland and real estate company in North America. The combined entity aims for long-term synergies from its enlarged portfolio, focusing on record real estate performance, share buybacks, and dividends as key capital allocation priorities. Investors should monitor the realization of projected synergies, the performance of the enhanced real estate platform, and the company's financial flexibility.
Rayonier Inc. Earnings Call: Merger, Cash and Headwinds
Rayonier Inc. held its Q4 earnings call, revealing strong full-year results driven by record real estate performance and increased cash generation, despite facing headwinds from soft pulpwood markets and lower Pacific Northwest timber volumes. The company successfully closed its merger with PotlatchDeltic ahead of schedule, setting a course for diversification and targeting significant synergy run-rates in the coming years. Management outlined a shareholder-friendly capital allocation strategy, including share repurchases and dividends, while acknowledging near-term integration costs and market volatility.
Raymond James upgrades Rayonier stock to Strong Buy on merger benefits
Raymond James upgraded Rayonier (NYSE: RYN) to Strong Buy from Outperform and increased its price target to $28.00 following the company's merger with PotlatchDeltic. The upgrade reflects the successful merger, which was completed ahead of schedule, and Rayonier's better-than-expected fourth-quarter results. The combined entity now boasts over 4.1 million acres of U.S.-based forestry, a strong balance sheet, and a lumber manufacturing platform among the top 10 in the U.S.
Rayonier Inc. (NYSE:RYN) Q4 2025 Earnings Call Transcript
Rayonier Inc. (NYSE: RYN) announced strong Q4 2025 results, exceeding guidance due to a record contribution from its Real Estate segment. The company also discussed the successful merger with PotlatchDeltic, creating a premier land resources company with a diversified timberland portfolio. Rayonier provided initial 2026 outlook, highlighting expected increases in harvest volumes and real estate segment adjusted EBITDA, while emphasizing share buybacks as a compelling use of capital.
Rayonier (NYSE:RYN) Upgraded to "Strong-Buy" at Raymond James Financial
Raymond James Financial upgraded Rayonier (NYSE:RYN) from an "outperform" to a "strong-buy" rating, increasing its price target to $28 from $26, suggesting a potential 24.5% upside. This upgrade comes as Rayonier reported stronger-than-expected quarterly earnings, with EPS of $0.20 against an anticipated $0.12, and revenue of $117.5 million, surpassing the $108.7 million estimate. Despite a year-over-year revenue decrease, the stock maintains a P/E of 7.38 and a market cap of approximately $3.63 billion, with institutional investors holding a significant portion of its shares.
Raymond James upgrades Rayonier stock to Strong Buy on merger benefits
Raymond James has upgraded Rayonier (NYSE:RYN) to Strong Buy and increased its price target to $28.00 following the company's merger with PotlatchDeltic. The upgrade is attributed to the successful merger, strong fourth-quarter results, and the combined company's robust financial position and expanded asset base, which includes significant forestry acreage and lumber manufacturing. Despite analyst expectations for sales and net income decline this year, the investment firm emphasizes Rayonier's financial strength, dividend consistency, and a 32% discount to net asset value.
Rayonier (RYN) Q4 2025 Earnings Call Transcript
Rayonier (RYN) recently completed a merger with PotlatchDeltic, creating a larger land resources company with a diversified timberland portfolio and wood products operations. The company reported better-than-expected Q4 2025 financial results, with full-year adjusted EBITDA exceeding guidance, driven by strong performance in its Real Estate segment. While timber and lumber markets presented challenges, the merger is expected to yield significant strategic and financial benefits, including $40 million in annual run-rate synergies by the end of year two, with $20 million targeted in the first year.
9 Best Lumber Stocks to Invest in Now
This article highlights Rayonier Inc. (NYSE: RYN) as one of the top lumber stocks, detailing its recent merger with PotlatchDeltic to enhance scale and diversification. Despite a lowered price target from Truist due to short-term packaging volume challenges, Rayonier's timberland REIT structure and operational synergies are expected to provide asset-backed growth and income potential. The company's strong positioning in packaging and construction markets makes it an attractive investment.
Earnings call transcript: Rayonier Q4 2025 beats expectations, stock rises
Rayonier Inc. (RYN) exceeded Q4 2025 analyst expectations with an EPS of $0.16 and revenue of $117.5 million, leading to a 3.67% stock increase in after-hours trading. The company's merger with PotlatchDeltic is anticipated to drive significant synergies and operational efficiencies, with a positive outlook for 2026 including increased lumber shipments and real estate segment growth. Despite challenges in timber and pulpwood markets, Rayonier remains focused on strategic initiatives like share buybacks and cost optimization to enhance long-term shareholder value.
PotlatchDeltic merger finalized
PotlatchDeltic Corp.'s merger with Florida-based Rayonier Inc. has officially closed, with the combined entity initially retaining the Rayonier name and trading on the NYSE under "RYN." While headquartered in Atlanta, the company will maintain regional operations in Spokane, PotlatchDeltic's former base, and a new company name and ticker symbol are expected later in Q1 2026. Eric Cremers, former PotlatchDeltic CEO, will serve as executive chairman, and Mark D. McHugh, Rayonier's CEO, will lead the combined company as president and CEO.
Rayonier: Q4 Earnings Snapshot
Rayonier Inc. (RYN) reported strong fourth-quarter earnings, with profits of $25.9 million, or 16 cents per share, which adjusted to 20 cents per share. These results surpassed Wall Street expectations, as the forest products company also posted revenue of $117.5 million, exceeding analysts' forecasts. For the full year, Rayonier achieved a profit of $474.4 million on revenues of $484.5 million.
Rayonier Q4 Earnings Beat Analyst Forecasts with $25.9M Profit
Rayonier Inc. reported a Q4 2025 profit of $25.9 million, or 20 cents per share adjusted, exceeding Wall Street expectations of 12 cents per share. The company's revenue for the quarter was $117.5 million, also surpassing analyst forecasts of $108.2 million. For the full year, Rayonier achieved a profit of $474.4 million on revenues of $484.5 million.
Rayonier shares jump as fourth quarter results beat expectations
Rayonier Inc. (NYSE:RYN) saw its shares climb 2.6% after reporting better-than-expected fourth-quarter earnings, largely driven by strong performance in its real estate segment. The company exceeded analyst estimates with a net income of $25.9 million and revenue of $117.5 million. Despite some timber market headwinds, Rayonier achieved an Adjusted EBITDA of $248.0 million for the full year 2025, an 8% increase over 2024.
Rayonier: Fourth Quarter Earnings Overview
Rayonier Inc. announced strong fourth-quarter financial results, reporting a net income of $25.9 million and adjusted earnings of $0.20 per share, surpassing analysts' expectations of $0.12 per share. The forest products company also exceeded revenue forecasts, generating $117.5 million for the quarter against an anticipated $108.2 million. For the full year, Rayonier achieved a profit of $474.4 million on revenues of $484.5 million.
Rayonier Reports Fourth Quarter 2025 Results
Rayonier Inc. reported fourth quarter 2025 net income of $25.9 million ($0.16 per share) and full-year net income of $474.4 million ($3.03 per share), exceeding its Adjusted EBITDA guidance with $248.0 million for the year. The company highlighted a record contribution from its Real Estate segment and the successful completion of its merger with PotlatchDeltic, creating a leading land resources REIT. Rayonier also provided initial 2026 segment guidance for the combined company, anticipating continued momentum in Real Estate and higher harvest volumes in Timber segments.
Precision Trading with Rayonier Inc. Reit (RYN) Risk Zones
Stock Traders Daily provides a detailed analysis of Rayonier Inc. Reit (RYN), indicating weak near and mid-term sentiment but a neutral long-term outlook. The report highlights an exceptional 29.6:1 risk-reward setup targeting a 9.2% gain against 0.3% risk. It also outlines three distinct institutional trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—with specific entry, target, and stop loss zones based on AI-generated signals.
Impax Asset Management Group plc Sells 1,324,999 Shares of Rayonier Inc. $RYN
Impax Asset Management Group plc significantly reduced its stake in Rayonier Inc. (NYSE:RYN), selling 1,324,999 shares, which cut its holdings by 53.3% to 1,159,058 shares. This sale valued the remaining stake at approximately $30.76 million. Other institutional investors made adjustments to their positions, with overall institutional ownership in Rayonier standing at 89.12%.
Rayonier Inc. (NYSE:RYN) Given Consensus Recommendation of "Hold" by Brokerages
Rayonier Inc. (NYSE:RYN) has received a consensus "Hold" rating from brokerages, with an average 12-month price target of $26.50. Despite recent price target reductions by several analysts, the company exceeded earnings and revenue estimates in its latest quarter, reporting $0.32 EPS against an expected $0.23 and revenue of $177.5 million against $162.8 million. Rayonier's shares trade below the analyst target with a low P/E ratio of 4.47 and strong liquidity, indicating potential value despite limited short-term upside.
Strs Ohio Sells 60,463 Shares of Rayonier Inc. $RYN
Strs Ohio significantly reduced its stake in Rayonier Inc. (NYSE:RYN) by selling 60,463 shares, decreasing its holdings by 94.2% to 3,702 shares valued at $98,000. Despite this sell-off, several other institutional investors, including JPMorgan Chase & Co. and Global Alpha Capital Management Ltd., increased their positions in the real estate investment trust. Rayonier recently outperformed analyst expectations, reporting $0.32 EPS against an estimated $0.23, and a 43% year-over-year revenue increase, with analysts maintaining a consensus "Hold" rating and a $26.50 price target.
Rayonier paying $3.25 billion for PotlatchDeltic in ‘merger of equals’
Rayonier Inc. is acquiring PotlatchDeltic Corp. in a $3.25 billion deal described as a "merger of equals," though Rayonier's pre-merger shareholders will own 54% of the combined company. The new entity will be headquartered in Atlanta, retain the Rayonier name initially, and manage over 4 million acres of timberland, seven paper mills, and commercial real estate. Rayonier's stock price drop since the initial announcement impacted the final valuation of the deal.
Rayonier Restructures Credit Facilities After PotlatchDeltic Merger
Rayonier Inc. has restructured its credit facilities, entering into a Second Amended and Restated Credit Agreement worth $1.8095 billion following its merger with PotlatchDeltic. The new facilities include a revolving credit facility and term loans with staggered maturities, backed by cross-guarantees and tied to SOFR benchmarks. In a leadership change, Executive Vice President and Chief Resource Officer Douglas M. Long will retire.
Rayonier (RYN) to Release Quarterly Earnings on Wednesday
Rayonier (RYN) is set to release its Q4 2025 earnings on Wednesday, February 11th, with analysts anticipating $0.12 EPS and $108.71 million in revenue. The company exceeded expectations in its previous quarter, reporting $0.32 EPS against an estimated $0.23, and analysts project $1.00 EPS for both the current and next fiscal years. RYN currently holds a "Hold" consensus rating with an average price target of $26.50, and institutional investors own approximately 89% of the stock.
Rayonier enters $1.8 billion credit agreement and announces executive retirement
Rayonier Inc. has secured a new $1.81 billion senior unsecured credit agreement, which includes a revolving credit facility and two term loan facilities. This agreement follows the recent merger of Rayonier with PotlatchDeltic Corporation. Concurrently, Douglas M. Long, Executive Vice President and Chief Resource Officer, has announced his retirement effective February 13, 2026.
A New Timber Giant Emerges as Rayonier and PotlatchDeltic Complete Merger
Rayonier Inc. and PotlatchDeltic Corporation have completed their merger, forming a new timberland REIT that controls over four million acres of forestland and several manufacturing facilities. The new entity, which will operate under the Rayonier name and ticker RYN until a rebranding later in Q1 2026, aims for $40 million in annual synergies. Despite significant shareholder dissent regarding executive compensation, the deal establishes a dominant player in the timber sector.
Rayonier (RYN) closes PotlatchDeltic merger, adds 140.9M new shares
Rayonier Inc. (RYN) has completed its merger-of-equals with PotlatchDeltic Corporation, converting each PotlatchDeltic share into 1.8185 Rayonier common shares plus $0.61 cash and issuing approximately 140.9 million new Rayonier shares. The board has been reconstituted with ten directors, and key leadership roles for Mark D. McHugh as President and CEO and Eric J. Cremers as Executive Chairman have been established, with specific compensation and governance protections detailed in the amended bylaws.
Technical Reactions to RYN Trends in Macro Strategies
This article analyzes Rayonier Inc. (NYSE: RYN) stock, highlighting conflicting sentiment across different time horizons. It provides AI-generated trading strategies including position trading, momentum breakout, and risk hedging, along with support and resistance levels. The analysis emphasizes risk-reward setups and multi-timeframe signal analysis for portfolio optimization.
Potlatch Stockholders OK Rayonier Merger Plan, Reject Executive Pay in Special Meeting
PotlatchDeltic Corporation stockholders approved the merger agreement with Rayonier Inc. during a special virtual meeting held on January 27, 2026. However, they rejected a non-binding advisory proposal regarding merger-related executive compensation with over 70% negative votes. The results are preliminary, with final reports to be filed in a Form 8-K.
PotlatchDeltic, Rayonier shareholders approve $8.2 billion merger
Shareholders of PotlatchDeltic and Rayonier have approved an $8.2 billion all-stock merger, creating the second-largest publicly-traded timber company in North America. The combined entity will manage approximately 4.2 million acres of timberland, with its new headquarters in Atlanta under the Rayonier name. The article also briefly covers Citizens Bank's plan for a new branch in Rogers and the performance of the Arkansas Index.
Rayonier’s Subtle Rebound: Is This Timber REIT Quietly Setting Up Its Next Upswing?
Rayonier Inc. (RYN), a timberland REIT, has shown a subtle rebound recently after a multi-month decline, intriguing investors despite its stock still being below 52-week highs. Analysts maintain a "Hold" rating, citing the company's strong timber portfolio but cautioning about interest rate sensitivity and the need for macroeconomic tailwinds for significant upside. The article suggests RYN might appeal to income-focused investors looking for a stable asset with dividend potential, as it has largely absorbed past rate shocks.
PotlatchDeltic investors get Rayonier stock plus cash in Jan. 30 deal
Rayonier and PotlatchDeltic stockholders have approved their previously announced merger, which is expected to close after market close on January 30, 2026. Under the terms of the merger, each PotlatchDeltic common share will convert into 1.8185 Rayonier common shares and $0.61 in cash. Rayonier shareholders are anticipated to own approximately 54% of the combined company, which will initially retain the Rayonier name and trade on the NYSE under "RYN."
PCH: Merger with Rayonier Inc. approved; executive compensation proposal rejected by over 70%
PotlatchDeltic Corporation stockholders have approved the merger with Rayonier Inc. and Redwood Merger Sub LLC. However, they rejected a proposal for executive compensation related to the merger by more than 70%. The final results will be filed with the SEC.
Rayonier, PotlatchDeltic shareholders approve merger
Shareholders of Rayonier Inc. and PotlatchDeltic Corp. have approved their merger, which is expected to be completed on January 30. The combined company's headquarters will be in Atlanta, though significant regional offices will be maintained in Wildlight, Florida, and Spokane, Washington. Rayonier's CEO, Mark McHugh, will lead the new entity, which will initially retain the Rayonier name and RYN ticker symbol, with a new name and symbol to be announced later.
Rayonier Inc. (NYSE:RYN): A Durable Dividend Stock for Income Investors
Rayonier Inc. (NYSE:RYN) is presented as a strong dividend stock for income investors due to its consistent dividend payments, solid financial health, and robust earnings. The company, a timberland-focused REIT, boasts a 4.56% dividend yield with a sustainable payout ratio of 30.67%, supported by strong profitability and a healthy balance sheet. This analysis highlights RYN as an example of a company providing maintainable income stemming from a sound and profitable business strategy.
Universal Beteiligungs und Servicegesellschaft mbH Lowers Stock Position in Rayonier Inc. $RYN
Universal Beteiligungs und Servicegesellschaft mbH significantly reduced its stake in Rayonier Inc. (RYN) by 33.7% in the third quarter, selling over 313,000 shares. Despite this, Rayonier reported a strong Q3 earnings beat with 43% revenue growth, leading to an average analyst "Hold" rating and a target price of $26.50. The company, a real estate investment trust specializing in timberland, maintains a market capitalization of $3.7 billion.
Rayonier Scheduled to Release Fourth Quarter Earnings on February 11
Rayonier Inc. (NYSE:RYN) is set to release its fourth-quarter 2025 earnings after the market closes on Wednesday, February 11, 2026. The company will host a conference call and live audio webcast on February 12 at 10:00 a.m. ET to discuss the results. Supplemental materials and access to the webcast will be available on Rayonier's website.
Rayonier sets Feb. 11 earnings release, Feb. 12 investor call
Rayonier Inc. (NYSE: RYN) announced it will release its fourth quarter 2025 earnings after market close on Wednesday, February 11, 2026. The company will also host a conference call and live audio webcast on Thursday, February 12, at 10:00 a.m. ET to discuss the results. Supplemental materials and webcast access will be available on Rayonier's website.
Rayonier Dividend Reclassification Puts Tax Focus On Total Return Profile
Rayonier (NYSE: RYN) has announced that its 2025 dividend distributions will be classified entirely as capital gain distributions for tax purposes. This reclassification, affecting the $2.49 per share dividend, could appeal to investors who actively manage capital gains or have loss offsets, while potentially being less attractive to income-focused holders. The article highlights both risks, such as a forecasted earnings decline and concerns about dividend coverage, and rewards, including the stock appearing undervalued and strong past earnings growth.
Rayonier Dividend Reclassification Puts Tax Focus On Total Return Profile
Rayonier (NYSE:RYN) has reclassified its 2025 dividend distributions as 100% capital gain distributions for tax purposes, impacting tax planning for shareholders. The stock has seen positive short-term performance but mixed longer-term results. This change prompts investors to consider how the company's total return profile aligns with their investment strategy, especially given flagged risks like anticipated earnings decline and insider selling, combined with upsides like good value and past earnings growth.
Rayonier (NYSE:RYN) Stock Passes Above 200-Day Moving Average - Should You Sell?
Rayonier (NYSE:RYN) stock has recently moved above its 200-day moving average, signaling a short-term bullish trend. Despite this technical breakout and recent Q3 EPS beat, analyst consensus remains "Hold" with an average price target of $26.50. The company, a real estate investment trust specializing in timberland, has significant institutional ownership and a low P/E ratio.
PotlatchDeltic provides supplemental disclosures on pending Rayonier merger By Investing.com
PotlatchDeltic has issued supplemental disclosures concerning its pending merger with Rayonier following shareholder lawsuits and demand letters. These disclosures aim to address concerns about the completeness of information provided in the joint proxy statement and prospectus. The companies maintain that the original disclosures were compliant but are providing additional details on financial analyses, analyst targets, and comparable company reviews to avoid potential delays ahead of the January 27, 2026 shareholder vote.
Rayonier issues supplemental disclosures on PotlatchDeltic merger after lawsuits
Rayonier Inc. has released supplemental disclosures regarding its planned merger with PotlatchDeltic Corporation. This action follows three lawsuits and shareholder demand letters alleging disclosure deficiencies in the merger documentation. Both companies maintain the allegations lack merit but provided the additional information to avoid delays.
Rayonier issues supplemental disclosures on PotlatchDeltic merger and related litigation
Rayonier Inc. has issued supplemental disclosures regarding its pending merger with PotlatchDeltic Corporation. This action follows three shareholder lawsuits and several demand letters alleging deficiencies in the merger proxy statement. Though Rayonier believes the allegations are without merit, the company is voluntarily providing additional financial analyses to avoid delays and address shareholder concerns.
Rayonier issues supplemental disclosures on PotlatchDeltic merger after lawsuits By Investing.com
Rayonier Inc. issued supplemental disclosures for its planned merger with PotlatchDeltic Corporation following three lawsuits and shareholder demand letters alleging disclosure deficiencies. Both companies maintain the allegations are without merit but released the disclosures to prevent delays, clarifying financial analyses and data from their financial advisors. Shareholder meetings for the merger vote are scheduled for January 27, 2026.
Halper Sadeh LLC Encourages RYN, BHF, MOFG, FMNB Shareholders to Contact the Firm to Discuss Their Rights
Halper Sadeh LLC, an investor rights law firm, is investigating potential violations of federal securities laws and breaches of fiduciary duties concerning the mergers of Rayonier Inc. (RYN) and PotlatchDeltic Corporation, MidWestOne Financial Group, Inc. (MOFG) and Nicolet Bankshares, Inc., and Farmers National Banc Corp. (FMNB) and Middlefield Banc Corp., as well as the sale of Brighthouse Financial, Inc. (BHF) to Aquarian Capital LLC. The firm is encouraging shareholders of these companies to contact them to discuss their legal rights and options, including seeking increased consideration or additional disclosures. Halper Sadeh LLC handles these actions on a contingent fee basis.
