Rayonier (RYN) Aperçu de l'action
Rayonier Inc. est un fonds d'investissement immobilier (FPI) spécialisé dans les ressources foncières, dont le portefeuille comprend plus de quatre millions d'acres aux États-Unis. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 3/6 |
| Croissance future | 4/6 |
| Performances passées | 1/6 |
| Santé financière | 4/6 |
| Dividendes | 4/6 |
Récompenses
Analyse des risques
RYN Community Fair Values
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Analyst Price Targets
Rayonier Inc. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$20.03 |
| Plus haut sur 52 semaines | US$27.06 |
| Plus bas sur 52 semaines | US$19.49 |
| Bêta | 0.90 |
| Variation sur 1 mois | -5.52% |
| Variation sur 3 mois | -5.39% |
| Variation sur 1 an | -21.91% |
| Variation sur 3 ans | -29.47% |
| Variation sur 5 ans | -45.23% |
| Évolution depuis l'introduction en bourse | 115.46% |
Nouvelles et mises à jour récentes
Seeking Alpha • Sep 20
Rayonier: The Market Is Punishing The Share Price Too Much
Summary Rayonier is now a significantly larger, more diversified timberland and wood products REIT following its merger with PotlatchDeltic. Despite increased leverage post-merger, RYN’s robust margins, stable real estate segment, and 5.16% dividend yield support a Buy rating with a $22.5–$23 target. RYN’s real estate segment remains the most profitable, effectively covering dividends with a 1.47x distribution coverage after merger adjustments. Tariff-driven market dynamics and expanded sawmill operations position RYN for continued margin resilience and potential market share gains. Read the full article on Seeking Alpha
Mise à jour du récit • Sep 05
RYN: Completed Buybacks And Stable Margins Will Support Future Upside
Rayonier’s analyst price target has shifted modestly higher to $26.00 from $24.83 as analysts factor in updated assumptions on discount rate, long term revenue growth, profit margin, and a slightly higher future P/E that align with recent Street research moves to $23 and $24. Analyst Commentary Recent Street research on Rayonier shows a mixed but generally steady stance around valuation.Mise à jour du récit • Aug 22
RYN: Timberland Discount And Buybacks Will Support Future Upside
Analysts have adjusted the Rayonier price target range to about $24.83, reflecting updated assumptions on long term revenue growth, profit margins, and future P/E multiples, alongside recent target moves to $23 and $24 from Street research. Analyst Commentary Recent research on Rayonier highlights a mix of optimism and caution around the stock, with price targets clustered in the low to mid 20s and ratings that signal a wait and see approach on execution and growth.
Mise à jour du récit • Aug 08
RYN: Buybacks And Timber Pricing Risks Will Shape Future Return Potential
Rayonier's fair value estimate has been revised from $22 to $23 as analysts adjust price targets slightly lower in the $24 to $25 range, reflecting updated assumptions for timber pricing, input costs, and near term earnings power. Analyst Commentary Recent Street research on Rayonier points to a more cautious tone around the stock, with price targets adjusted slightly lower and expectations tempered around near term earnings and timber market trends.Recent updates
Seeking Alpha • Sep 20
Rayonier: The Market Is Punishing The Share Price Too Much
Summary Rayonier is now a significantly larger, more diversified timberland and wood products REIT following its merger with PotlatchDeltic. Despite increased leverage post-merger, RYN’s robust margins, stable real estate segment, and 5.16% dividend yield support a Buy rating with a $22.5–$23 target. RYN’s real estate segment remains the most profitable, effectively covering dividends with a 1.47x distribution coverage after merger adjustments. Tariff-driven market dynamics and expanded sawmill operations position RYN for continued margin resilience and potential market share gains. Read the full article on Seeking AlphaMise à jour du récit • Sep 05
RYN: Completed Buybacks And Stable Margins Will Support Future Upside
Rayonier’s analyst price target has shifted modestly higher to $26.00 from $24.83 as analysts factor in updated assumptions on discount rate, long term revenue growth, profit margin, and a slightly higher future P/E that align with recent Street research moves to $23 and $24. Analyst Commentary Recent Street research on Rayonier shows a mixed but generally steady stance around valuation.Mise à jour du récit • Aug 22
RYN: Timberland Discount And Buybacks Will Support Future Upside
Analysts have adjusted the Rayonier price target range to about $24.83, reflecting updated assumptions on long term revenue growth, profit margins, and future P/E multiples, alongside recent target moves to $23 and $24 from Street research. Analyst Commentary Recent research on Rayonier highlights a mix of optimism and caution around the stock, with price targets clustered in the low to mid 20s and ratings that signal a wait and see approach on execution and growth.Mise à jour du récit • Aug 08
RYN: Buybacks And Timber Pricing Risks Will Shape Future Return Potential
Rayonier's fair value estimate has been revised from $22 to $23 as analysts adjust price targets slightly lower in the $24 to $25 range, reflecting updated assumptions for timber pricing, input costs, and near term earnings power. Analyst Commentary Recent Street research on Rayonier points to a more cautious tone around the stock, with price targets adjusted slightly lower and expectations tempered around near term earnings and timber market trends.Mise à jour du récit • Jul 07
RYN: Timberland Discount And Share Repurchases Will Support Future Upside
Rayonier’s analyst price target has been trimmed by about $1 to $25, as analysts point to limited near term catalysts for southern timber pricing and flat to lower timber EBITDA, even while the stock continues to trade at a discount to underlying private market timberland values. Analyst Commentary Recent research on Rayonier highlights a mixed setup for investors, with analysts weighing the stock’s discount to private market timberland values against softer expectations for timber EBITDA and limited near term pricing catalysts in the U.S. South.
Mise à jour du récit • Jun 23
RYN: Discounted Southern Timberlands And Buybacks Will Support Future Returns
Analysts have lowered their price targets on Rayonier to around $25, citing the stock's continued discount to U.S. South timberland values and limited near term catalysts as key reasons for the change. Analyst Commentary Recent research on Rayonier highlights a mixed setup.Article d’analyse • Jun 20
Rayonier (RYN) Stock Could Be 21.8% Undervalued As Institutions Add Shares
Recent filings show major institutions like Cohen & Steers Capital Management and BlackRock increasing their Rayonier (RYN) holdings, drawing attention to the stock’s valuation score of 8.90 and current P/E ratio of 6.90 within its REIT peer group. See our latest analysis for Rayonier. Rayonier’s share price has moved to $20.98, with a 1-day share price return of 1.21% and a 90-day share price return of 7.59%. The year-to-date share price return is down 2.92% and the 1-year total shareholder...Mise à jour du récit • Jun 08
RYN: Merger Synergies And Capital Returns Will Offset Timber Pricing Headwinds
Analysts have lowered their fair value estimate for Rayonier from $24.00 to $22.00 after reducing price targets and adjusting assumptions for slower revenue growth and slightly weaker profit margins. They point to flat to declining timber EBITDA and a lack of clear near term pricing catalysts as key factors.Mise à jour du récit • May 25
RYN: Discounted Southern Timberlands And Buybacks Will Support Future Upside Potential
Narrative Update on Rayonier Analysts have trimmed Rayonier’s aggregated price target by $1 to $25, citing a lack of clear near term catalysts for southern timber pricing and expectations for flat to lower timber EBITDA, even as the stock continues to trade at a discount to underlying private market timberland values. Analyst Commentary Bullish analysts acknowledge the trimmed price targets but still highlight that Rayonier trades at a clear discount to underlying private market timberland values, especially in the U.S. South.Mise à jour du récit • May 07
RYN: Synergies And Share Repurchases Will Support Future Timber Earnings Shift
Analysts have adjusted their Rayonier price target to $26. This reflects updated views on fair value, revenue growth, profit margin and a higher future P/E multiple, supported by recent research citing the company's solid balance sheet, potential synergies and flexible capital allocation, including the opportunity for share repurchases.Mise à jour du récit • Apr 23
RYN: Synergy Execution And Capital Returns Will Shape Future Upside Potential
Rayonier's updated analyst price target has shifted from $27.00 to $24.00, as analysts weigh higher assumed discount rates against expectations for stronger revenue growth, moderating profit margins, a lower future P/E, and recent Street research that highlights the company's balance sheet, potential synergies, and flexible capital allocation. Analyst Commentary Recent Street research on Rayonier reflects a mix of viewpoints, and the latest price target revision to $24.00 signals a more cautious stance from some on the Street.Mise à jour du récit • Apr 06
RYN: Merger Synergies And Buybacks Will Support Timber Focused Earnings Shift
Analysts have nudged Rayonier's fair value estimate higher by about $0.47 to $32.99, tying the shift to updated views on post merger revenue growth, profit margins, and a lower assumed future P/E, along with comfort around the company's balance sheet, potential cost synergies, and flexible capital allocation that could include share repurchases. Analyst Commentary Recent Street research around Rayonier has centered on how the pending merger and capital allocation choices could influence the stock's risk and reward profile.Mise à jour du récit • Mar 23
RYN: Merger Synergies And Share Repurchases Will Drive Future Upside
Analysts have raised Rayonier's price target to $26, up from the prior $25 level, citing confidence in the company's solid balance sheet, expected cost synergies from the pending merger, and a flexible capital allocation approach that could support meaningful share repurchases over time. Analyst Commentary Recent research coverage around Rayonier and its pending merger points to a mixed but constructive setup, with analysts weighing balance sheet strength and potential cost savings against pockets of end market softness.Mise à jour du récit • Mar 09
RYN: Post Merger Synergies And Capital Returns Will Drive Future Upside
Narrative Update on Rayonier The updated analyst price target for Rayonier moves slightly higher to $26 from a prior blend around $25 to $27. Analysts point to the company’s solid balance sheet, expected merger synergies, flexible capital allocation and the potential for share repurchases as key supports for this change.Mise à jour du récit • Feb 22
RYN: Post Merger Synergies And Capital Returns Will Support Future Upside
The updated analyst price target for Rayonier edges down by about $0.67 per share, as analysts weigh a stronger profit margin outlook and more moderate revenue expectations against recent target tweaks related to the pending PotlatchDeltic merger, balance sheet strength, and capital allocation flexibility. Analyst Commentary Recent research on Rayonier reflects a mixed read, with some analysts focusing on balance sheet strength and merger synergies, while others highlight product mix shifts and softer end markets as key watch items for execution and valuation.Mise à jour du récit • Feb 08
RYN: Merger Will Shift Earnings Toward Timber Resilience Despite Pulpwood Headwinds
Analysts have trimmed their price target on Rayonier to $26 from $28, reflecting slightly softer margin and growth expectations, along with commentary about modestly challenged near term packaging volumes and ongoing pressure in U.S. South pulpwood markets. Analyst Commentary Recent Street research around Rayonier has centered on the pending merger with PotlatchDeltic and how that combined company might be positioned across timber, lumber and pulpwood markets.Mise à jour du récit • Jan 24
RYN: Merger Will Rebalance Cash Flows Toward Packaging Fiber Resilience
Analysts have trimmed their price expectations for Rayonier to $26 from $28, citing slightly higher assumed discount rates, modestly weaker revenue and margin inputs, and ongoing pressure in U.S. South pulpwood and related packaging markets. Analyst Commentary Recent research on Rayonier and its pending merger partner points to a mixed backdrop, but there are some clear positives emerging in the story that matter if you are focused on long term value and execution.Mise à jour du récit • Jan 08
RYN: Merger Will Shift Earnings Toward Resilient Packaging Fiber Demand
Narrative Update Analysts have trimmed their Rayonier fair value estimate from about US$37.67 to roughly US$32.52, reflecting updated assumptions on discount rates, profitability and future P/E multiples, along with more cautious views on lumber exposure and near term pulpwood and packaging demand. Analyst Commentary Street research around Rayonier right now is mixed, with some caution on near term pulpwood and packaging demand but also a clear focus on how the business mix could look after the PotlatchDeltic merger and how packaging trends might support earnings power over time.Mise à jour du récit • Dec 25
RYN: Special Dividend And Buybacks Will Drive Attractive Future Upside Potential
Analysts have slightly reduced their price target on Rayonier to approximately 27.83 dollars from about 28.17 dollars, citing marginally lower long term growth expectations, partly offset by modest improvements in projected profitability and valuation multiples. What's in the News Rayonier declared a one time special dividend of 1.40 dollars per share, payable on December 12, 2025 to shareholders of record on October 24, 2025, in connection with a merger agreement with PotlatchDeltic Corporation (Key Developments).Mise à jour du récit • Dec 11
RYN: Share Buybacks And Special Dividend Will Drive Stronger Upside Ahead
Analysts have nudged their price target on Rayonier slightly lower, trimming fair value by about $0.67 per share to roughly $28.17. They cited modestly softer profit margin expectations and a marginally higher discount rate, which only partially offset slightly improved revenue growth projections.Mise à jour du récit • Nov 27
RYN: Share Repurchase And Special Dividend Will Drive Bullish Momentum Into 2025
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.Mise à jour du récit • Nov 12
RYN: Higher Log Prices Will Drive Upbeat Outlook Into 2025
Analysts have revised Rayonier’s price target upward from $26 to $27, citing higher log price estimates and an improved outlook for 2025. However, they emphasize that the current valuation appears fair.Seeking Alpha • Mar 03
Rayonier Vs. Barrick: Paper Covers Pet Rock
Summary Inflation hedges are an important part of an overall portfolio construction. Unfortunately most investors chase assets without understanding the value they offer. We go over two popular inflation hedges and tell you why we bought one. Read the full article on Seeking AlphaSeeking Alpha • Nov 11
Rayonier: Earnings Fall Short, But Divestments Impress
Summary I maintain my Buy rating for Rayonier; my focus is on the company's good progress relating to its asset divestment plan, rather than its Q3 2024 results miss. RYN's Q3 2024 top line and bottom line came in -7.7% and -7.0% below the consensus financial forecasts, respectively, due to the underperformance of the New Zealand Timber segment. But Rayonier has already achieved 73.7% of its $1 billion asset divestment target, which implies that it could potentially exceed its asset sales goal by the middle of next year. Read the full article on Seeking Alpha
Nouveau récit • Sep 02
Soaring Costs And Soft Markets Threaten Timber Giant's Margins And Profitability
Deferred harvest activities and softer market conditions in the Timber segments could negatively impact near-term revenue and adjusted EBITDA.Seeking Alpha • Aug 13
Rayonier: Look Past Q2 Results Miss
Summary RYN's Q2 2024 results fell short of the analysts' consensus estimates, but investors should look past this below-expectations second quarter performance. Rayonier still sees its 2024 EBITDA falling within its previous guidance, as the company has intentionally pushed back certain harvests in 1H, which points to a recovery for 2H. RYN is a Buy considering its re-rating potential, as privately held timber assets are commanding a much higher EV/EBITDA multiple as compared to what the stock is trading at now. Read the full article on Seeking AlphaSeeking Alpha • May 22
Rayonier: Staying Bullish On Asset Monetization Plan And Financial Outlook
Summary Rayonier Inc. is making good progress with its plan to sell $1 billion worth of assets, as the company is considering a number of potential transactions. Rayonier's unchanged FY 2024 guidance implies a return to positive EBITDA growth this year. A favorable FY 2024 outlook and positive disclosures pertaining to asset divestment support the case of a Buy rating for Rayonier. Read the full article on Seeking AlphaRendement pour les actionnaires
| RYN | US Specialized REITs | US Marché | |
|---|---|---|---|
| 7D | -1.1% | 0.7% | 1.8% |
| 1Y | -21.9% | 2.8% | 13.3% |
Rendement vs Industrie: RYN a sous-performé le secteur US Specialized REITs qui a rapporté 2.8 % au cours de l'année écoulée.
Rendement vs marché: RYN a sous-performé le marché US qui a rapporté 13.3 % au cours de l'année écoulée.
Volatilité des prix
| RYN volatility | |
|---|---|
| RYN Average Weekly Movement | 3.3% |
| Specialized REITs Industry Average Movement | 3.2% |
| Market Average Movement | 6.8% |
| 10% most volatile stocks in US Market | 15.2% |
| 10% least volatile stocks in US Market | 2.8% |
Cours de l'action stable: RYN n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de RYN ( 3% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1926 | 285 | Mark McHugh | www.rayonier.com |
Rayonier Inc. est une société d'investissement immobilier (REIT) spécialisée dans les ressources foncières, dont le portefeuille comprend plus de quatre millions d'acres dans le sud et le nord-ouest des États-Unis. La société s'attache à gérer ses terres forestières de manière durable tout en optimisant la valeur globale de son portefeuille, en affectant chaque terrain à son usage le plus rentable et le plus approprié. Rayonier exploite également six scieries, une usine de contreplaqué de qualité industrielle, des programmes de promotion immobilière résidentielle et commerciale, ainsi qu'un programme de vente de terrains ruraux.
Rayonier Inc. Résumé des fondamentaux
| RYN statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$6.03b |
| Bénéfices(TTM) | US$75.80m |
| Recettes(TTM) | US$968.29m |
78.6x
Ratio P/E6.2x
Ratio P/SLe site RYN est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| RYN compte de résultat (TTM) | |
|---|---|
| Recettes | US$968.29m |
| Coût des recettes | US$728.01m |
| Marge brute | US$240.28m |
| Autres dépenses | US$164.48m |
| Les revenus | US$75.80m |
Derniers bénéfices déclarés
Jun 30, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | 0.25 |
| Marge brute | 24.81% |
| Marge bénéficiaire nette | 7.83% |
| Ratio dettes/capitaux propres | 35.3% |
Quelles ont été les performances à long terme de RYN?
Voir les performances historiques et les comparaisonsDividendes
12.2%
Rendement actuel des dividendes78%
Ratio de distributionLe site RYN verse-t-il des dividendes fiables ?
Voir RYN l'historique des dividendes et les indices de référence| Rayonier dates des dividendes | |
|---|---|
| Date ex-dividende | Sep 16 2026 |
| Date de paiement du dividende | Sep 30 2026 |
| Jours jusqu'au dividende Ex | 6 days |
| Jours jusqu'à la date de paiement du dividende | 8 days |
Le site RYN verse-t-il des dividendes fiables ?
Voir RYN l'historique des dividendes et les indices de référenceAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/09/21 04:33 |
| Cours de l'action en fin de journée | 2026/09/21 00:00 |
| Les revenus | 2026/06/30 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l' qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Rayonier Inc. est couverte par 14 analystes. 5 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Peter Ruschmeier | Barclays |
| Ketan Mamtora | BMO Capital Markets Equity Research |
| John Babcock | BofA Global Research |