Rayonier Gestion
Gestion contrôle des critères 2/4
Le PDG Rayonier est Mark McHugh, nommé en Jan2023, a un mandat de 3.33 ans. La rémunération annuelle totale est $ 5.46M, composée du salaire de 14.7% et des bonus 85.3%, y compris les actions et options de la société. détient directement 0.044% des actions de la société, d'une valeur de $ 2.73M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 0.3 ans et 1.2 ans.
Informations clés
Mark McHugh
Directeur général
US$5.5m
Rémunération totale
| Pourcentage du salaire du PDG | 14.66% |
| Durée du mandat du directeur général | 3.3yrs |
| Propriété du PDG | 0.04% |
| Durée moyenne d'occupation des postes de direction | less than a year |
| Durée moyenne du mandat des membres du conseil d'administration | 1.2yrs |
Mises à jour récentes de la gestion
Recent updates
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.Seeking Alpha • Feb 17
Rayonier - I Want A Better Price In 2026E
Summary Rayonier (RYN) is rated 'Hold' due to weak AFFO growth, cyclical risks, and an unattractive valuation premium post-merger. The PotlatchDeltic merger brings scale and synergy potential, but introduces higher leverage and integration risks without materially improving growth prospects. RYN's full exposure to North American timber markets, following the New Zealand JV divestment, heightens vulnerability to regional demand and quality headwinds. Despite a 4.2% yield and BBB rating, I see fair value at $17/share, reflecting negative AFFO growth and sector volatility. Read the full article on Seeking AlphaMise 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 AlphaSeeking Alpha • Mar 08
Rayonier: Favorable Takeaways From Latest Investor Events
Summary RYN's land-based solutions and real estate development businesses are expected to be the key growth drivers for the company in the medium to long term. Rayonier's $1 billion asset disposal target will provide opportunities for the company to improve the quality of its timberland asset portfolio. RYN is still rated as a Buy, as I view the takeaways from the company's recent investor events in a favorable light. Read the full article on Seeking AlphaSeeking Alpha • Dec 13
Rayonier: Positive On Recent Corporate Actions (Rating Upgrade)
Summary Rayonier has put in place in a new 18-month $1 billion asset divestment plan, which will free up more excess capital for deleveraging, dividends, and buybacks. The current CFO, Mark McHugh, will be appointed as the new CEO in April 2024, and I expect him to place a stronger emphasis on value-accretive capital allocation initiatives. I revise my rating for RYN from a Hold to a Buy following an assessment of its latest corporate actions. Read the full article on Seeking AlphaAnalyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$62m |
| Dec 31 2025 | US$5m | US$800k | US$68m |
| Sep 30 2025 | n/a | n/a | US$363m |
| Jun 30 2025 | n/a | n/a | US$340m |
| Mar 31 2025 | n/a | n/a | US$331m |
| Dec 31 2024 | US$5m | US$743k | US$331m |
| Sep 30 2024 | n/a | n/a | US$137m |
| Jun 30 2024 | n/a | n/a | US$136m |
| Mar 31 2024 | n/a | n/a | US$160m |
| Dec 31 2023 | US$3m | US$565k | US$154m |
| Sep 30 2023 | n/a | n/a | US$80m |
| Jun 30 2023 | n/a | n/a | US$81m |
| Mar 31 2023 | n/a | n/a | US$86m |
| Dec 31 2022 | US$2m | US$544k | US$107m |
| Sep 30 2022 | n/a | n/a | US$83m |
| Jun 30 2022 | n/a | n/a | US$138m |
| Mar 31 2022 | n/a | n/a | US$171m |
| Dec 31 2021 | US$2m | US$521k | US$153m |
| Sep 30 2021 | n/a | n/a | US$154m |
| Jun 30 2021 | n/a | n/a | US$78m |
| Mar 31 2021 | n/a | n/a | US$22m |
| Dec 31 2020 | US$2m | US$501k | US$37m |
| Sep 30 2020 | n/a | n/a | US$43m |
| Jun 30 2020 | n/a | n/a | US$43m |
| Mar 31 2020 | n/a | n/a | US$60m |
| Dec 31 2019 | US$2m | US$464k | US$59m |
Rémunération vs marché: La rémunération totale de Mark ($USD 5.46M ) est inférieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 8.38M ).
Rémunération et revenus: La rémunération de Mark a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.
PDG
Mark McHugh (49 yo)
3.3yrs
Titularisation
US$5,457,716
Compensation
Mr. Mark D. McHugh J.D., has been the Chief Financial Officer and served as Senior Vice President at Rayonier Inc. a General Partner of Rayonier, L.P. since December 12, 2014. He serves as President at Ray...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| President | 3.3yrs | US$5.46m | 0.044% $ 2.7m | |
| Senior VP & Chief Accounting Officer | less than a year | US$1.92m | 0.0087% $ 537.7k | |
| Executive VP | 11.9yrs | US$1.60m | 0.027% $ 1.7m | |
| Executive Vice President of Land Resources | 3.2yrs | US$2.00m | 0.018% $ 1.1m | |
| Executive Chairman of the Board | less than a year | pas de données | 0.24% $ 14.5m | |
| Executive VP & CFO | less than a year | pas de données | 0.038% $ 2.4m | |
| Senior VP & Chief Human Resources Officer | less than a year | pas de données | 0.047% $ 2.9m | |
| Senior VP of Real Estate Development & President of Raydient | 8.3yrs | US$843.24k | 0.016% $ 995.3k | |
| Vice President of Capital Markets & Strategic Planning | no data | pas de données | pas de données | |
| Senior VP & Chief Sustainability Officer | less than a year | pas de données | pas de données | |
| Senior Vice President of Operations of Wood Products business | no data | pas de données | 0.0024% $ 144.9k | |
| Vice President & Treasurer | no data | pas de données | pas de données |
0.3yrs
Durée moyenne de l'emploi
54yo
Âge moyen
Gestion expérimentée: L'équipe de direction de RYN n'est pas considérée comme expérimentée (ancienneté moyenne 0.3 ans), ce qui suggère une nouvelle équipe.
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| President | 2.1yrs | US$5.46m | 0.044% $ 2.7m | |
| Executive Chairman of the Board | less than a year | pas de données | 0.24% $ 14.5m | |
| Director | less than a year | pas de données | 0.077% $ 4.7m | |
| Director | less than a year | pas de données | 0.019% $ 1.2m | |
| Director | less than a year | pas de données | 0.020% $ 1.2m | |
| Lead Independent Director | 11.9yrs | US$277.51k | 0.020% $ 1.3m | |
| Independent Director | 3.5yrs | US$211.01k | 0.0075% $ 465.0k | |
| Independent Director | 8.4yrs | US$212.46k | 0.015% $ 904.6k | |
| Director | less than a year | pas de données | 0.020% $ 1.2m | |
| Independent Director | 6yrs | US$231.01k | 0.015% $ 914.5k |
1.2yrs
Durée moyenne de l'emploi
62yo
Âge moyen
Conseil d'administration expérimenté: Le conseil d'administration de la RYN n'est pas considéré comme expérimenté ( 1.2 années d'ancienneté moyenne), ce qui suggère un nouveau conseil d'administration.
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/22 05:46 |
| Cours de l'action en fin de journée | 2026/05/22 00:00 |
| Les revenus | 2026/03/31 |
| 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 expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale 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. 6 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 |