Rayonier Inc.

NYSE:RYN 株式レポート

時価総額：US$6.2b

Rayonier 将来の成長

Future 基準チェック /56

Rayonier利益と収益がそれぞれ年間43.2%と28.6%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に3.4% 32.4%なると予測されています。

主要情報

43.2%

収益成長率

32.37%

EPS成長率

Specialized REITs 収益成長7.8%
収益成長率28.6%
将来の株主資本利益率3.39%
アナリストカバレッジ

Good

最終更新日18 May 2026

今後の成長に関する最新情報

Recent updates

Seeking Alpha • 14h

Rayonier: A Land-Rich REIT Trading Below Its Asset Value

Summary Rayonier offers unique hard asset exposure, trading at a rare 27% discount to estimated NAV and a 57% discount to its historical price-to-book. RYN’s diversified portfolio includes timberland, real estate, solar, and over 4.1 million acres, with significant optionality in higher-and-better-use land strategies. The PotlatchDeltic merger increased RYN’s exposure to cyclical lumber manufacturing, pressuring margins, but the real estate and solar segments provide high-margin, lumpy upside. I rate RYN a strong buy for portfolio diversification, hard asset exposure, and multiple catalysts, despite execution and cyclical risks. Read the full article on Seeking Alpha
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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).
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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 Alpha
Seeking 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
User avatar
新しいナラティブ • 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha

業績と収益の成長予測

NYSE:RYN - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20281,664221N/AN/A2
12/31/20271,6011673955346
12/31/20261,455982603676
3/31/202667862205264N/A
12/31/202548468207257N/A
9/30/20251,017363217293N/A
6/30/2025964340164243N/A
3/31/2025957331155237N/A
12/31/2024988331177262N/A
9/30/2024805137191263N/A
6/30/2024882136201280N/A
3/31/2024992160203287N/A
12/31/2023788154220298N/A
9/30/202383580-281268N/A
6/30/202382981-299247N/A
3/31/202386686-259283N/A
12/31/2022925107-264269N/A
9/30/20229268350258N/A
6/30/20221,095138104309N/A
3/31/20221,14017193321N/A
12/31/20211,11015370325N/A
9/30/20211,053154222344N/A
6/30/202188778165286N/A
3/31/202179122133229N/A
12/31/202085937113204N/A
9/30/20208324340188N/A
6/30/202079043-24180N/A
3/31/202077960-49173N/A
12/31/201971259N/A214N/A
9/30/201969951N/A225N/A
6/30/201974375N/A257N/A
3/31/201980492N/A314N/A
12/31/2018816102N/A310N/A
9/30/2018890164N/A330N/A
6/30/2018873166N/A310N/A
3/31/2018828156N/A301N/A
12/31/2017820152N/A268N/A
9/30/2017828133N/A227N/A
6/30/2017815148N/A255N/A
3/31/2017876231N/A207N/A
12/31/2016816212N/A204N/A
9/30/2016705174N/A198N/A
6/30/2016685154N/A168N/A
3/31/201653943N/A155N/A
12/31/201556946N/A177N/A
9/30/201555544N/A180N/A
6/30/201555357N/A177N/A

アナリストによる今後の成長予測

収入対貯蓄率: RYNの予測収益成長率 (年間43.2% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: RYNの収益 ( 43.2% ) はUS市場 ( 16.8% ) よりも速いペースで成長すると予測されています。

高成長収益: RYNの収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: RYNの収益 ( 28.6% ) US市場 ( 11.8% ) よりも速いペースで成長すると予測されています。

高い収益成長: RYNの収益 ( 28.6% ) 20%よりも速いペースで成長すると予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: RYNの 自己資本利益率 は、3年後には低くなると予測されています ( 3.4 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/26 16:09
終値2026/05/26 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Rayonier Inc. 6 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。14

アナリスト機関
Peter RuschmeierBarclays
Ketan MamtoraBMO Capital Markets Equity Research
John BabcockBofA Global Research