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.
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) reported earnings 30 days ago. What's next for the stock?
![]() RA6 3 weeks ago | Other | €0.23 Per Share |
![]() RA6 3 months ago | Other | €0.23 Per Share |
![]() RA6 6 months ago | Other | €0.24 Per Share |
![]() RA6 6 months ago | Other | €1.53 Per Share |
![]() RA6 9 months ago | Other | €0.24 Per Share |
6 Aug 2025 (In 3 weeks) Date | | 0.04 Cons. EPS | - EPS |
5 Aug 2025 (In 3 weeks) Date | | - Cons. EPS | - EPS |
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6 Nov 2024 Date | | - Cons. EPS | - EPS |
![]() RA6 3 weeks ago | Other | €0.23 Per Share |
![]() RA6 3 months ago | Other | €0.23 Per Share |
![]() RA6 6 months ago | Other | €0.24 Per Share |
![]() RA6 6 months ago | Other | €1.53 Per Share |
![]() RA6 9 months ago | Other | €0.24 Per Share |
6 Aug 2025 (In 3 weeks) Date | | 0.04 Cons. EPS | - EPS |
5 Aug 2025 (In 3 weeks) Date | | - Cons. EPS | - EPS |
29 Apr 2025 Date | | - Cons. EPS | - EPS |
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6 Nov 2024 Date | | - Cons. EPS | - EPS |
REIT - Specialty Industry | Real Estate Sector | Mark D. McHugh CEO | XSTU Exchange | US7549071030 ISIN |
US Country | 424 Employees | 16 Jun 2025 Last Dividend | 30 Jun 2014 Last Split | 17 Feb 1994 IPO Date |
Rayonier is a premier timberland real estate investment trust known for its strategic presence in leading softwood timber growing regions in the United States and New Zealand. With an operational history characterized by sustainable forest management and environmental stewardship, Rayonier oversees a substantial portfolio of timberlands. As of December 31, 2023, the company's assets include approximately 2.7 million acres spread across the U.S. South (1.85 million acres), U.S. Pacific Northwest (418,000 acres), and New Zealand (421,000 acres). This expansive acreage positions Rayonier as a significant player in the timberland sector, leveraging the geographical diversity and productivity of its estates to cater to a global clientele.
Rayonier specializes in the sustainable management and harvesting of timber, utilizing innovative practices to ensure forest health and productivity over the long term. This includes selective logging to promote growth, planting of high-yield tree species, and adherence to environmental regulations to protect biodiversity. The harvested timber is supplied to various industries, including construction, paper, and furniture manufacturing, contributing significantly to the company's revenue.
In addition to timberland management, Rayonier engages in the development and sale of real estate. This facet of the business capitalizes on strategically located timberlands that possess higher value as either residential or commercial development projects rather than for timber production. By repurposing select parcels of land, Rayonier generates additional income, diversifying its portfolio and adding value for shareholders.
Committed to conservation and sustainable land management, Rayonier often enters into agreements and partnerships with environmental organizations and government agencies. These collaborations aim to preserve critical habitats, protect watersheds, and enhance biodiversity within its timberlands. The company's commitment to environmental stewardship not only ensures the sustainability of its forest assets but also positions Rayonier as a responsible and environmentally conscious business leader.