Rayonier (RYN)
NYSEReal EstateReit - SpecialtySnapshot 2026-10-29
$19.38+1.25%
Close 2026-10-30 · 1-day change
NYSEReal EstateReit - SpecialtySnapshot 2026-10-29
Research Workspace
Put RYN beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Real Estate is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisMiddle-of-the-pack quality for its industry.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskMostly healthy — no soft spokes
Rayonier’s merger synergies need to support growth as revenue growth slows from 269% to 233% year over year. The latest recorded quarter beat, with a 133.3% earnings surprise. RYN trades at 19× P/FFO (price to funds from operations) versus the 12× peer median. Expectations look modest versus our view. The 26% next-quarter miss probability and weak recent performance challenge the merger-synergy case. Peer multiples imply a price roughly in line with where it trades (about fair); our read remains intact. This read is provisional.
Trailing returns as of 2026-10-30. RYN is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 6 analysts currently covering RYN (as of Oct 2026).
Based on 3 Wall Street analysts offering 12-month price targets for RYN in the last 4 months.
Continue this research
Compare RYN with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| RYN Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 11 valuation methods, at three horizons. As of 2026-10-30. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Real Estate (broad) — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put RYN next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Integration and synergy realization from PotlatchDeltic merger
Biomass project supports synergy realization from merger.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
Current $19.38
The last 12 months of price, then the range of analyst 12-month targets from today’s $19.38.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Around the middle on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Maintain and grow Real Estate segment Adjusted EBITDA
Adjusted EBITDA target supports growth in Real Estate.
Advances: Integration and synergy realization from PotlatchDeltic merger
Focus on synergies and land value supports merger objective.
Advances: Achieve targeted lumber shipments and improve Wood Products segment performance
New segment performance updates support Wood Products objective.
Lowered price target indicates negative outlook.
Advances: Maintain dividend payout with potential for growth
Dividend declaration supports capital allocation objective.