Rayonier

RYN

Market cap $6.66B

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.

WILDLIGHT, Fla.--(BUSINESS WIRE)--Rayonier Inc. (NYSE:RYN) plans to release its second quarter 2026 earnings after the market closes on Wednesday, August 5, 2026. Rayonier will host a conference call and live audio webcast at 10:00 a.m. (ET) on Thursday, August 6 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. The co.

These are the first REITs I would buy today. Near-term headwinds have created rare discounts. AI could turn today's laggards into future winners.

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.

The most hated REIT sectors may offer the biggest upside. Life science could become the next major turnaround story. Timberland REITs have hidden long-term catalysts.

Rayonier offers a compelling Buy opportunity post-PotlatchDeltic merger, with scale, vertical integration, and undervalued shares trading near record-low multiples. RYN's unique Southern Timber assets and new Wood Products segment provide low-cost production and leverage to lumber pricing and the US housing cycle. Real estate monetization is unlocking significant value, with potential per-acre uplift and a targeted 1-2% land turnover annually driving incremental EBITDA.

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.

The market as a whole looks very expensive right now, and SpaceX's IPO is the poster child of this frothiness. However, I am still finding compelling bargains that combine strong balance sheets, quality business models, attractive yields up to 12% that should be sustainable, and deep discounts to intrinsic value. I detail two of these opportunities, including one that provides the opportunity to invest in SpaceX stock at a huge discount.

Tech stocks are now facing the risk of AI disruption. REITs are benefiting from the AI Immunity Trade. Hard assets may become more valuable as AI advances.