Rayonier Inc.

NYSE:RYN 주식 리포트

시가총액: US$6.5b

Rayonier 배당 및 자사주 매입

배당 기준 점검 4/6

Rayonier 수익으로 충분히 충당되는 현재 수익률 11.23% 보유한 배당금 지급 회사입니다.

핵심 정보

11.2%

배당 수익률

1.6%

자사주 매입 수익률

총 주주 수익률12.8%
미래 배당 수익률5.0%
배당 성장률1.3%
다음 배당 지급일n/a
배당락일n/a
주당 배당금n/a
배당 성향31%

최근 배당 및 자사주 매입 업데이트

Recent updates

내러티브 업데이트 • 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.
Seeking Alpha • Jun 28

Rayonier: A Unique REIT Yielding 5% With 42% Upside

Summary Rayonier offers a compelling Buy opportunity post-PotlatchDeltic merger, with scale, vertical integration, and undervalued shares trading near record-low multiples. RYN's unique Southern Timber assets and new Wood Products segment provide low-cost production and leverage to lumber pricing and the US housing cycle. Real estate monetization is unlocking significant value, with potential per-acre uplift and a targeted 1-2% land turnover annually driving incremental EBITDA. Despite macro headwinds, synergy realization and improving lumber prices support an estimated 10% adjusted FFO/share growth and 42% upside to a $31 price target. Read the full article on Seeking Alpha
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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).
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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
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새로운 내러티브 • 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

지급의 안정성과 성장

배당 데이터 가져오는 중

안정적인 배당: RYN 의 배당금 지급은 지난 10 년 동안 휘발성이었습니다.

배당금 증가: RYN 의 배당금 지급은 지난 10 년 동안 증가했습니다.

배당 수익률 vs 시장

Rayonier 배당 수익률 vs 시장
RYN의 배당 수익률은 시장과 어떻게 비교되나요?
구분배당 수익률
회사 (RYN)11.2%
시장 하위 25% (US)1.4%
시장 상위 25% (US)4.1%
업계 평균 (Specialized REITs)3.9%
분석가 예측 (RYN) (최대 3년)5.0%

주목할만한 배당금: RYN 의 배당금( 11.23% )은 US 시장에서 배당금 지급자의 하위 25%( 1.35% )보다 높습니다.

고배당: RYN 의 배당금( 11.23% )은 US 시장( 4.13% )

주주 대상 이익 배당

수익 보장: 합리적으로 낮은 지불 비율 ( 31.4% )로 RYN 의 배당금 지급은 수익으로 충분히 충당됩니다.

주주 현금 배당

현금 흐름 범위: 현금 지급 비율 ( 359.8% )이 높기 때문에 RYN 의 배당금 지급은 현금 흐름으로 잘 충당되지 않습니다.

높은 배당을 제공하는 우량 기업 찾기

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기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/07/14 10:27
종가2026/07/14 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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산업 및 섹터 지표

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분석가 소스

Rayonier Inc.는 14명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Peter RuschmeierBarclays
Ketan MamtoraBMO Capital Markets Equity Research
John BabcockBofA Global Research