$RYN

Citigroup maintained a Neutral rating on Rayonier (RYN) but lowered its price target to $19.00 from $23.00, citing valuation concerns and market conditions. GuruFocus estimates RYN is undervalued by 19.2%, with a GF Value of $22.37. Insider activity shows recent sales totaling $123,833.

Haffner Energy announced progress in reducing the cost of renewable diesel and sustainable aviation fuel (SAF) to near fossil fuel levels with its SB-HEFA technology. The development is significant for investors as it may increase the competitiveness of renewable fuels.

Bridwell Mark R (EVP, GC and Secretary) sold 5,318 shares of RAYONIER INC (RYN) at $20.19 ($0.11M total) on 2026-09-10.

Rayonier (RYN) reported Q2 2026 results during its earnings call, citing net income attributable to $19.1M ($0.06/share) and pro forma net income of $31.5M ($0.10/share). Adjusted EBITDA was $123.7M, boosted by PotlatchDeltic integration. Lumber price realization averaged $505/MBF. The company repurchased 3.5M shares for $72.4M and guided harvest and real estate EBITDA.

Rayonier (NYSE: RYN) reported Q2 segment updates on its earnings call. Southern Timber adjusted EBITDA rose to $53M, Northwest Timber to $26M, and Wood Products adjusted EBITDA was $25M. Real estate revenue was $54M. The company repurchased 3.5M shares for $72M, ended with $412M cash, and guided full-year harvest volumes and Real Estate adjusted EBITDA of $180M-$200M.

Analyst estimates for Rayonier Inc. REIT show its 12-month average price target increased to $26 from $25.83, based on six analysts. Targets range from $23 to $32. Using the Aug. 6 closing price, the update implies about 21% upside. The consensus rating remains “Buy” with 2 Buys, 4 Holds, and 0 Sells.

BMO Capital has lowered its price target for Rayonier Inc. (NYSE:RYN) to $25 from $26, maintaining a Market Perform rating due to a flat timber outlook and a lack of near-term catalysts for southern timber pricing recovery. Despite the company trading at a discount to its underlying timberland values and offering a 12.29% dividend yield, the stock is considered overvalued according to InvestingPro analysis. Rayonier also reported mixed Q1 2026 results with a -$0.05 EPS miss but higher-than-expected revenue.

UBS Group AG significantly increased its stake in Rayonier Inc. during the fourth quarter, boosting its holdings by 882.5% to 496,024 shares. This comes despite recent insider sales by Rayonier executives and mixed, though improved, financial results that beat earnings estimates but slightly missed revenue projections. Analysts have issued varied ratings for Rayonier, with an average "Hold" rating and an average price target of $24.75.

Impax Asset Management Group plc has reduced its stake in Rayonier Inc. (NYSE:RYN) by 5.3% in the fourth quarter, selling 61,905 shares and bringing their total ownership to 1,097,153 shares valued at $23.75 million. Several other institutional investors also adjusted their positions in Rayonier, while corporate insiders, including CFO Wayne Wasechek and Chairman Eric J. Cremers, sold substantial amounts of their shares. Analyst ratings for Rayonier are mixed, with a consensus "Hold" rating and an average price target of $25.50, and the company recently announced a quarterly dividend of $0.26 per share.

Rayonier Inc. announced it will retain its name following its merger with PotlatchDeltic Corp., despite earlier plans to adopt a new name. The decision was made after considering both companies' rich history, brand equity, and market presence, concluding that keeping the Rayonier name, along with a refreshed logo, would best serve the combined entity. Rayonier CEO Mark McHugh stated this approach honors their history, leverages strong brand equity, and mitigates costs and confusion.