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RYN: Share Repurchase And Special Dividend Will Drive Bullish Momentum Into 2025

Update shared on 27 Nov 2025

Fair value Decreased 1.70%
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AnalystConsensusTarget's Fair Value
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1Y
-30.3%
7D
1.3%

Analysts have slightly reduced their price target for Rayonier from $29.33 to $28.83 per share. This adjustment reflects improved profit margin forecasts, while accounting for lower projected revenue and substantial changes in future valuation multiples.

What's in the News

  • Rayonier has completed the repurchase of 2,794,312 shares, representing 1.8% of its outstanding shares, for a total of $67.82 million under the buyback program announced in December 2024 (Key Developments).
  • The company provided earnings guidance for the fourth quarter of 2025, with anticipated net income of $13 million to $17 million and earnings per share of $0.08 to $0.11 (Key Developments).
  • Rayonier announced a merger agreement with Potlatchdeltic Corporation and concurrently declared a one-time special dividend of $1.40 per share, to be paid in part cash and part Rayonier common shares on December 12, 2025 (Key Developments).

Valuation Changes

  • The consensus analyst price target has decreased slightly from $29.33 to $28.83 per share.
  • The discount rate has edged down marginally, from 7.76% to 7.75%.
  • Revenue growth projections have improved, with the expected decline narrowing from -42.90% to -39.98%.
  • The net profit margin forecast has risen significantly, from 0.33% to 9.93%.
  • Future price-to-earnings ratio estimates have dropped sharply, from 7,825.7x to 190.9x.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.