Rayonier's financial performance is heavily dependent on large, infrequent timber sales, as evidenced by FFO per share spiking to $2.74 in 2025Q2 versus a normalized range of $0.30-$0.50, which raises earnings quality concerns. The company's revenue and NOI ma...
Price trend, volume and key moving averages
Trailing total returns as of 10/3/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 5, 2026 | $0.10+0.7% vs $0.10 | $397M+5.9% vs $374M |
Q2 2026 May 6, 2026 | $0.07+16.7% vs $0.06 | $277M-1.5% vs $281M |
Q1 2026 Feb 11, 2026 | $0.20+66.7% vs $0.12 | $118M+7.6% vs $109M |
Q4 2025 Nov 5, 2025 | $0.32+39.1% vs $0.23 | $178M+9.4% vs $162M |
The Undercovered Dozen series spotlights 12 lesser-covered stocks featured on Seeking Alpha. This curated selection aims to provide fresh investment ideas and foster community discussion around under-the-radar equities. Readers are encouraged to engage, share perspectives, and highlight additional overlooked investment opportunities.
While I am a big believer in a certain degree of diversification, I have significantly overweighted my portfolio in 3 investments. These investments are targeting 2 major macro tailwinds that should help drive superior long-term risk-adjusted performance in these picks. I detail the three investments that I am betting big on, as well as the risks.
Corient Private Wealth LP lifted its holdings in Rayonier Inc. (NYSE: RYN) by 731.4% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 94,839 shares of the real estate investment trust's stock after buying an additional 83,432 shares during the period. Corient
REITs have evolved into a larger, more diversified, and better-capitalized asset class, now less sensitive to Treasury yields than in prior cycles. Modern REITs feature lower leverage (34.4% debt), predominantly fixed-rate, long-maturity debt, and strong liquidity, supporting resilience amid higher rates. Supply constraints and rising replacement costs create durable moats for select REIT sectors, especially those with HALO (Heavy Assets, Low Obsolescence) characteristics.
Benchmark RYN against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Rayonier Inc. (RYN)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $18.06 | $2.79B | 41.05 | -61.64% | 97.92% | 23.24% | 10.19% | |
| $41.73 | $3.23B | 149.04 | 3.71% | 5.76% | 3.26% | — | |
| $18.47 | $13.32B | 41.04 | -3.07% | 6.84% | 5% | — | |
| $65.10 | $4.55B | 31.30 | -7.92% | 2.19% | 3.11% | — | |
| $66.50 | $5.06B | -5.51 | -10.06% | -23.98% | -19.57% | — | |
| $31.97 | $16.93B | -4.76 | 33.71% | -14.2% | -22.39% | — |
Rayonier Inc. (RYN) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Rayonier Inc. (RYN) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 5, 2026·SEC
Jul 17, 2026·SEC
May 14, 2026·SEC
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Rayonier Inc. (RYN) stock FAQ — growth, dividends, profitability & financials explained
Rayonier Inc. (RYN) reported $968.3M in revenue for fiscal year 2025. This represents a 18% decrease from $1.18B in 1996.
Rayonier Inc. (RYN) saw revenue decline by 61.6% over the past year.
Yes, Rayonier Inc. (RYN) is profitable, generating $75.8M in net income for fiscal year 2025 (97.9% net margin).
Yes, Rayonier Inc. (RYN) pays a dividend with a yield of 10.19%. This makes it attractive for income-focused investors.
Rayonier Inc. (RYN) has a return on equity (ROE) of 23.2%. This is excellent, indicating efficient use of shareholder capital.
Rayonier Inc. (RYN) generated Funds From Operations (FFO) of $318.2M in the trailing twelve months. FFO is the primary profitability metric for REITs.
Rayonier Inc. (RYN) offers a 10.19% dividend yield, which is attractive for income investors. REITs are required to distribute at least 90% of taxable income to shareholders.
