Rayonier Proves Money Can Grow On Trees, With Potential Merger In Spotlight
Rayonier gets rated a hold for my first coverage, as it awaits a merger of equals with peer PotlatchDeltic in an all-stock deal creating a mega timberland REIT. Positive features of Rayonier are investment-grade credit ratings, low D/E, a huge portfolio of pure timberland, and trading somewhat undervalued. There are key value drivers for Rayonier shareholders who will become owners in the newly formed company, such as a larger timberland portfolio, cost synergies, and additional revenue diversification.
Does Rayonier (RYN) Have the Potential to Rally 27.87% as Wall Street Analysts Expect?
The consensus price target hints at a 27.9% upside potential for Rayonier (RYN). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.
Rayonier: Crown-Jewel Assets Within The Forest Industry
Rayonier is the only pure-play timberland REIT listed on North American exchanges. RYN's portfolio includes 2.0 million acres of timberland in prime locations, mostly in the southern United States, the bright spot within the North American forest industry. Canadian imports of lumber and timber are currently subject to duties and tariffs totalling 45%. If nothing changes, this is set to increase to 65% on January 1st.
Rayonier (RYN) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
Rayonier (RYN) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Rayonier-PotlatchDeltic Merger Signals Industry Upside
The United States has faced a turbulent stretch in global trade negotiations, a dynamic that has injected uncertainty into the markets. Yet, as experienced investors know, volatility often conceals opportunity — and the wood industry within the basic materials sector may be one such case.
Rayonier Inc. (RYN) Q2 2025 Earnings Call Transcript
Rayonier Inc. (NYSE:RYN ) Q2 2025 Earnings Conference Call August 7, 2025 10:00 AM ET Company Participants April J. Tice - Senior VP & CFO Collin Philip Mings - Vice President of Capital Markets & Strategic Planning Douglas M.
Rayonier (RYN) Beats Q2 Earnings and Revenue Estimates
Rayonier (RYN) came out with quarterly earnings of $0.06 per share, beating the Zacks Consensus Estimate of $0.03 per share. This compares to earnings of $0.02 per share a year 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.
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.
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?
Rayonier: A Buy On Potential Tariff Tailwinds And Capital Management Upside
I maintain my Buy rating on Rayonier; the company is a potential winner in the ongoing trade war and it could adopt value-enhancing capital allocation initiatives. Given its geographical concentration in the U.S., RYN stands to benefit from tariffs on specific lumber imports. The pending sale of its New Zealand JV stake will unlock significant cash, enabling debt reduction and shareholder returns.
Rayonier Inc. (RYN) Q1 2025 Earnings Conference Call Transcript
Rayonier Inc. (NYSE:RYN ) Q1 2025 Earnings Conference Call May 1, 2025 10:00 AM ET Company Participants Collin Mings - VP, Capital Markets and Strategic Planning Mark McHugh - President and CEO April Tice - SVP and CFO Doug Long - EVP and CRO Conference Call Participants Matthew McKellar - RBC Capital Markets Anthony Pettinari - Citigroup Ketan Mamtora - BMO Capital Markets Operator Welcome and thank you for joining Rayonier's First Quarter 2025 Conference Call. At this time, all participants are in a listen-only mode.
