Rayonier
About: Rayonier owns and manages over 2 million acres of timberland in the United States. It is one the largest private landowners in North America. The firm also owns timberland in New Zealand. Rayonier is structured as a real estate investment trust and is not required to pay federal income taxes on earnings generated by timber harvest activities.
Employees: 424
0
Funds holding %
of 7,323 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
159% more repeat investments, than reductions
Existing positions increased: 194 | Existing positions reduced: 75
143% more call options, than puts
Call options by funds: $6.47M | Put options by funds: $2.67M
111% more first-time investments, than exits
New positions opened: 74 | Existing positions closed: 35
12% more funds holding
Funds holding: 313 [Q4 2024] → 349 (+36) [Q1 2025]
2% more capital invested
Capital invested by funds: $3.64B [Q4 2024] → $3.71B (+$74.3M) [Q1 2025]
0% more funds holding in top 10
Funds holding in top 10: 1 [Q4 2024] → 1 (+0) [Q1 2025]
8.04% less ownership
Funds ownership: 93.42% [Q4 2024] → 85.39% (-8.04%) [Q1 2025]
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$26
10%
upside
Avg. target
$27
12%
upside
High target
$27
15%
upside
2 analyst ratings
0 positive
0%
2 neutral
100%
0 negative
0%
Citigroup Anthony Pettinari | 10%upside $26 | Neutral Maintained | 3 Jun 2025 |
RBC Capital Matthew McKellar | 15%upside $27 | Sector Perform Maintained | 2 May 2025 |
Financial journalist opinion
Based on 5 articles about RYN published over the past 30 days
Positive
Seeking Alpha
1 day ago
Rayonier: This Undervalued Timber REIT Is Planting Seeds For Future Gains
Rayonier is a pure-play timber REIT that's currently rebalancing, selling New Zealand assets to focus on U.S. growth and unlock shareholder value. The company will have ~$1 billion in cash after the NZ transaction, enabling debt reduction, buybacks, and another special dividend, potentially yielding ~10% including the special payout this year. Strategic moves into real estate, solar, and carbon capture offer significant long-term growth, diversifying away from timber price volatility.
Neutral
Business Wire
1 week ago
Rayonier Announces Third Quarter 2025 Dividend
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 $0.2725 per common share. The dividend is payable on September 30, 2025, to shareholders of record on September 16, 2025. 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 $0.2725 per.
Neutral
Business Wire
2 weeks ago
Rayonier Scheduled to Release Second Quarter Earnings on August 6
WILDLIGHT, Fla.--(BUSINESS WIRE)--Rayonier Inc. (NYSE:RYN) plans to release its second quarter 2025 earnings after the market closes on Wednesday, August 6, 2025. Rayonier will host a conference call and live audio webcast at 10:00 a.m. (ET) on Thursday, August 7 to discuss these results. Supplemental materials and access to the live audio webcast will be available at www.rayonier.com. A replay of the webcast will be archived on the Company's website and available shortly after the call. Invest.
Positive
Seeking Alpha
2 weeks ago
Buy The Dip: 2 Blue-Chip Dividend Stocks Getting Way Too Cheap
Blue-chip dividend stocks are one of the best ways to achieve financial freedom. That is why I buy them aggressively whenever they go on sale. I share 2 blue-chip dividend stocks with attractive yields that are getting very cheap after their recent big dips.
Positive
Seeking Alpha
2 weeks ago
A Historic Opportunity For REIT Investors
Today's market reminds us of 1999 in many ways. REITs were hated. Tech was loved. But afterward, REITs strongly outperformed. Here's why it could happen again.
Neutral
Business Wire
1 month ago
The Rohatyn Group Completes Acquisition of Rayonier's 77% Interest in Matariki Forestry Group in New Zealand for $710 Million
NEW YORK & AUCKLAND, New Zealand--(BUSINESS WIRE)--The Rohatyn Group (“TRG”), an investment firm specializing in emerging markets and real assets, today announced it has completed its $710 million acquisition of an entity that holds Rayonier Inc.'s 77% interest in a New Zealand joint venture (Matariki Forestry Group or “MFG”), which manages approximately 287,000 productive acres of timberland. MFG is the third largest forestry operator in New Zealand, with five timberland locations spanning acr.
Neutral
Business Wire
1 month ago
Rayonier Completes Sale of New Zealand Business to The Rohatyn Group
WILDLIGHT, Fla.--(BUSINESS WIRE)--Rayonier Inc. (“Rayonier”) (NYSE:RYN) today announced the completion of the previously announced sale of entities holding its 77% interest in the New Zealand joint venture to a special purpose vehicle owned by an investment fund managed by The Rohatyn Group (“TRG”), a global asset manager specializing in emerging markets and real assets, for a purchase price of $710 million. Net proceeds to Rayonier, after adjusting for estimated net debt, working capital, tran.
Neutral
Seeking Alpha
1 month ago
The Market May Be About To Get Turned Upside Down
Momentum investing is tempting, but value investing in overlooked sectors offers superior long-term returns if you remain disciplined and patient. We share why we think the market may be about to get turned upside down. We also share some of our top picks of the moment.
Positive
Seeking Alpha
1 month ago
Rayonier Advanced Materials: Tariff Fears Overdone, Initiate With Strong Buy
We rate RYAM a strong buy with a $10 price target, citing a rare risk/reward skew as distress-level valuation ignores a specialty cellulose recovery. Specialty cellulose margins are expanding due to mix shifts, pricing power, and operational discipline, with EBITDA set to rise despite near-term volume headwinds. The market underappreciates RYAM's biomaterials and bioethanol ramp, which offers structural earnings growth and regulatory tailwinds, yet receives minimal valuation credit.
Positive
Zacks Investment Research
2 months ago
Rayonier (RYN) Up 0.8% Since Last Earnings Report: Can It Continue?
Rayonier (RYN) reported earnings 30 days ago. What's next for the stock?
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