US · Real Estate · REIT - Specialty
EPS came in at 0.10 against a street estimate of 0.06 — a beat of 66.7%.
Analysts rate Rayonier Inc a buy (2 buy, 4 hold, 0 sell out of 6) with an average price target of $25.00.
CONFIDENT PotlatchDeltic merger driving 85% Southern Timber EBITDA growth; lumber prices +18% QoQ; Real Estate EBITDA +$20M YoY. Land swap preserves capital flexibility. Share buybacks active at NAV discount. Q2 2026 Merger added PotlatchDeltic footprint; company optimizing for HBU real estate and land-based solutions upside concentrated in South. Analysts pressed pulpwood recovery timelines, tariff timing, and capital allocation balance. Management signaled stabilization (not surge) in pulpwood, 35% all-in Canadian duty persisting, and measured (not maximum) buyback pace to preserve flexibility. 2026-08-06…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 9.75% |
| Vanguard Portfolio Management, LLC | 8.28% |
| Cohen & Steers Inc | 7.37% |
| NORGES BANK | 5.88% |
| T. Rowe Price Associates, Inc. | 5.46% |
| Vanguard Capital Management, LLC | 4.46% |
| Legal & General Group PLC | 3.37% |
| Southeastern Asset Management Inc | 3.19% |
| Document | Date |
|---|---|
| Quarterly report · Q2 2026 RAYONIER INC. - Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Sales (6 months ended June 30, 2026): $673.3 million vs. $189.5 million in 2025 (255% increa | 2026-08-07 |
| Results announced · Q3 2026 RAYONIER INC. – Q2 2026 RESULTS SUMMARY HEADLINE NUMBERS • Net income: $19.1 million ($0.06 per diluted share) for Q2 2026, down from $408.7 million | 2026-08-05 |
| Board / officer change · Q3 2026 RAYONIER INC. - FORM 8-K SUMMARY BUSINESS & SEGMENT HIGHLIGHTS • Ryan M. Daniels appointed as permanent Senior Vice President, Wood Products, effect | 2026-07-17 |
| Shareholder vote results · Q2 2026 RAYONIER INC. (RYN) - FORM 8-K SUMMARY HEADLINE NUMBERS • Annual Meeting Date: May 14, 2026 • Total Votes Cast (Director Elections): Approximately 2 | 2026-05-14 |
| Quarterly report · Q1 2026 RAYONIER INC. – Q1 2026 (10-Q) SUMMARY HEADLINE NUMBERS • Sales: $276.8 million (Q1 2026) vs. $82.9 million (Q1 2025) – 234% increase • Net Loss: $( | 2026-05-08 |
| Results announced · Q2 2026 RAYONIER INC. Q1 2026 RESULTS SUMMARY HEADLINE NUMBERS • Net loss attributable to Rayonier: ($12.4) million or ($0.05) per diluted share • Pro forma | 2026-05-06 |
| Proxy statement · Q2 2026 RAYONIER INC. PROXY SUMMARY FOR RETAIL INVESTORS WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1: Elect 10 director nominees to serve until the 2027 An | 2026-04-01 |
| Annual report FY2025 RAYONIER INC. — FORM 10-K SUMMARY (Year Ended December 31, 2025) --- HEADLINE NUMBERS • Market capitalization as of June 30, 2025: $3.41 billion (n | 2026-02-23 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.26 / share ex-date Sep 16, 2026 · pay Sep 30, 2026 | 2026-09-16 |
| Dividend | $0.26 / share ex-date Jun 16, 2026 · pay Jun 30, 2026 | 2026-06-16 |
| Dividend | $0.26 / share ex-date Mar 17, 2026 · pay Mar 31, 2026 | 2026-03-17 |
| Dividend | $0.27 / share ex-date Dec 10, 2025 · pay Dec 31, 2025 | 2025-12-10 |
| Dividend | $1.40 / share ex-date Oct 24, 2025 · pay Dec 12, 2025 | 2025-10-24 |
| Dividend | $0.27 / share ex-date Sep 16, 2025 · pay Sep 30, 2025 | 2025-09-16 |
| Announcement | Date |
|---|---|
| Merger with PotlatchDeltic completed; stock conversion and equity award exchange finalized Rayonier completed its merger with PotlatchDeltic. PotlatchDeltic shareholders received 1.8185 Rayonier shares plus $0.61 cash per share held. Rayonier issued approximately 140.9 million new | 2026-02-02 |
| Merger agreement with Potlatch entered into Rayonier Inc. announced that shareholder meetings for its proposed merger with PotlatchDeltic Corporation are scheduled for January 27, 2026. The merger was announced in October 2025, with r | 2026-01-16 |
| Agreement and Plan of Merger with Rayonier in all-stock transaction Rayonier Inc. announced it entered into a merger agreement with PotlatchDeltic Corporation on October 13, 2025, to combine as an all-stock merger-of-equals transaction. This 8-K filing discl | 2025-12-10 |
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Open in the appGoogle PlayApp StoreData updated 2026-10-18.