Rayonier is a leading timber real estate investment trust with assets located in some of the most productive softwood producing regions in the United States and New Zealand.
| Revenue (TTM) | $678.35M |
| Gross Profit (TTM) | $193.96M |
| EBITDA | $261.71M |
| Operating Margin | 9.36% |
| Return on Equity | 1.83% |
| Return on Assets | 1.38% |
| Revenue/Share (TTM) | $3.76 |
| Book Value | $17.67 |
| Price-to-Book | 1.22 |
| Price-to-Sales (TTM) | 5.89 |
| EV/Revenue | 11.64 |
| EV/EBITDA | 40.05 |
| Quarterly Earnings Growth (YoY) | -92.50% |
| Quarterly Revenue Growth (YoY) | 233.80% |
| Shares Outstanding | $300.75M |
| Float | $281.81M |
| % Insiders | 0.97% |
| % Institutions | 95.28% |
Volatility is currently contracting
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WILDLIGHT, Fla.--(BUSINESS WIRE)--Rayonier Inc. (NYSE:RYN) announced today the appointment of Ryan Daniels as Senior Vice President, Wood Products, effective immediately. Mr. Daniels has served as Interim Senior Vice President, Wood Products, since March 20, 2026. “Following the conclusion of our search process, I am pleased to announce Ryan's appointment to this key leadership role,” said Mark McHugh, President and Chief Executive Officer. “Ryan brings deep industry experience and a proven lea.
WILDLIGHT, Fla.--(BUSINESS WIRE)--Rayonier Inc. (NYSE:RYN) announced today that the Company's board of directors has declared a third quarter cash dividend of $0.26 per common share. The dividend is payable on September 30, 2026, to shareholders of record on September 16, 2026. The Company also announced today that the Company's board of directors, in its capacity as the board of directors of the general partner of Rayonier, L.P., has declared a third quarter cash distribution of $0.26 per oper.
Rayonier is rated a hold post-PotlatchDeltic merger, with favorable upside but muted market sentiment and integration risks. RYN's vast, geographically diverse timberland portfolio offers long-term land appreciation potential, yet revenue and EBITDA margin trends remain weak. Dividend yield approaches 5%, but safety is questionable with a high payout ratio and 60% YoY FFO decline; growth is not compelling.
Demand Follows Rejection by Board of 100% Premium Acquisition Offer Company is Plagued by its Capital Structure, Overhead Burden, Rotating Management, and Misaligned Board Sale of the Company is Best Path Forward to Unlock Significant Asset Value BOSTON, June 17, 2026 /PRNewswire/ -- Mill Pond Capital, LLC, which owns approximately 3% of the outstanding common shares of Rayonier Advanced Materials Inc. (NYSE: RYAM) ("RYAM" or the "Company"), today sent a letter to the Company's Board of Directors (the "Board") urging the Board to conduct a full sale of RYAM. The full text of the letter follows: June 17, 2026 Ms.
Rayonier Inc. (RYN) Presents at Nareit REITweek: 2026 Investor Conference Transcript
The Undercovered Dozen series spotlights 12 lesser-covered stocks featured on Seeking Alpha between May 22 and May 28. This curated selection aims to provide fresh investment ideas and foster community discussion around under-the-radar equities. Readers are encouraged to engage, share perspectives, and highlight additional overlooked investment opportunities.
Rayonier Inc. trades below its "sum-of-the-parts" net asset value after the PotlatchDeltic merger but lacks a near-term catalyst. The Real Estate segment beat Q1 guidance at $46.2M of EBITDA, but soft timber and lumber pricing left dividend coverage tight. Management targets $40 million in annual merger cost savings within 24 months; none has reached the income statement yet.
Rayonier's post-merger profile is defined by optionality—land monetization, solar, and carbon capture—but recurring earnings remain volatile and hard to model. Current valuation appears to price in successful integration and optionality monetization, with EV/EBITDA multiples (~29x TTM) elevated versus sector norms. Q1 2026 results are heavily adjusted, with pro forma operating income positive only after significant normalization; recurring operating trends remain unclear.
Rayonier offers unique hard asset exposure, trading at a rare 27% discount to estimated NAV and a 57% discount to its historical price-to-book. RYN's diversified portfolio includes timberland, real estate, solar, and over 4.1 million acres, with significant optionality in higher-and-better-use land strategies. The PotlatchDeltic merger increased RYN's exposure to cyclical lumber manufacturing, pressuring margins, but the real estate and solar segments provide high-margin, lumpy upside.
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