13F Pro Quality Score

68.1/100

Rank #431 of 2,879 stocksTOP 25%

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Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

20.2/100

Profitability

96.0/100

Balance Sheet

90.9/100

Earnings Quality

96.3/100

Free Cash Flow

89.2/100

Institutional Flow

99.6/100

Revenue Scale

40.9/100

Dilution Risk

39.2/100

RYN Stock Analysis & AI Quality Score

AI stock analysis and institutional research for RAYONIER INC (RYN), a Real Estate sector company. 13F Pro's AI-powered ranking engine scores RYN at 68.1/100 on a 32-signal composite quality model, placing it at rank #431 of 2,879 stocks — the top 25% of the AI-ranked universe. RYN scores in the top quartile across institutional flow (99.6), earnings quality (96.3), profitability (96.0). Areas of concern include revenue growth (20.2), which score below median versus the broader universe. Shareholder dilution risk is elevated at 39.2/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), RAYONIER INC reports quarterly revenue of $276.8M, net income of $-12.4M, free cash flow of $34.6M. Top institutional holders of RYN by reported 13-F value include BlackRock,, VANGUARD PORTFOLIO MANAGEMENT, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. RYN trades on the NYSE exchange and files with the SEC under CIK 52827. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate RYN daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for RAYONIER INC directly from SEC EDGAR. RAYONIER INC's 13F Pro composite quality score has ranged between 8 and 73 since 2021, currently 68.1 — an improving long-term trajectory across 56 quarterly and live scoring snapshots.

Fun facts about RAYONIER INC

Quirks, history, and lore behind RYN — the kind of stuff that makes a stock memorable.

  • 1
    The Basics
    U.S. Real Estate Investment Trust · listed on the NYSE · its core asset is something you can walk through barefoot: timberland.
  • 2
    The Numbers
    The company owns or manages roughly 2.7 million acres of timberland across the U.S. and New Zealand — that's bigger than Delaware and Rhode Island combined.
  • 3
    The History
    Its roots go back to ITT Corporation, which spun off its forest and real estate holdings in 1994, turning trees into a standalone public company.
  • 4
    The Secret
    Beyond selling timber, it runs a real estate development segment — converting timberland to higher-value uses, including a master-planned community on its own former forestland in Florida.
  • 5
    The Lore
    It operates in the Pacific Northwest, U.S. South, and New Zealand, making it one of the few REITs with a genuinely Southern Hemisphere presence — sheep optional.
  • 6
    The Giveaway
    Headquartered in Wildlight, Florida — a town it literally helped build — this timber REIT trades under a three-letter ticker that sounds like a laser company but grows trees.
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What's Driving RYN's Business? Latest 10-Q Breakdown

AI-extracted from RAYONIER INC's 10-Q filed 2026-05-08 — Q1 2026 (quarter ended March 31, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Revenue surged to $276.8M from $82.9M YoY driven by PotlatchDeltic merger adding $158.6M in Q1 sales; however, net loss was $12.5M due to $70.4M merger integration costs.

Biggest Revenue Drivers

Southern Timber$88.7M+74% YoY

Higher harvest volumes (2.78M tons vs 1.58M tons), including 1.0M tons from PotlatchDeltic timberlands

Wood Products$108.5MNew segment from merger

Seven mills manufacturing lumber, plywood and residual products; 199 MMBF lumber shipments at $437/MBF

Northwest Timber$32.1M+47% YoY

Harvest volumes increased to 361K tons, including 116K tons from PotlatchDeltic Idaho timberlands

Largest Expense Items

Other operating expense (merger-related)$70.4MNon-recurring from merger

Professional services, employee termination costs, accelerated stock-based compensation for PotlatchDeltic integration

Selling and general expenses$21.7M+30% YoY

Increased to support expanded operations post-merger

Watch Items from the Filing

  • PotlatchDeltic merger integration risk: $70.4M in Q1 2026 merger costs incurred; majority expected within 12 months. PotlatchDeltic constituted 59% of total assets and 57% of Q1 revenues as of March 31, 2026.
  • Debt increase from merger: Total debt rose to $2,059.5M from $1,050.0M at year-end 2025. Debt-to-capital ratio at 28%; all variable-rate debt ($1,609.5M notional) is hedged via interest rate swaps at 1.21% average pay rate.
  • Timber pricing pressure in Southern segment: Delivered pine pulpwood prices fell to $30.20/ton from $37.83/ton YoY; weighted-average stumpage prices declined to $16.65/ton from $18.11/ton due to geographic mix and softer pulpwood demand.
  • Environmental liability exposure: Port Gamble, WA site accrual of $8.9M with $9.6M total commitments through 2030; remaining liability may increase as restoration progresses due to changes in scope or regulatory requirements.
  • Tax valuation allowance release: $40.3M income tax benefit in Q1 2026 from release of deferred tax asset valuation allowance following merger; allows utilization of Legacy Rayonier NOLs with acquired PotlatchDeltic taxable income.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Revenue

Q1 2026

$276.8M

Net Income

Q1 2026

$-12.4M

Free Cash Flow

Q1 2026

$34.6M

D/E Ratio

Q1 2026

0.39

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

-43.6% YoY
$484.5MFY 2025
FY18 $816.1MFY19 $711.6MFY20 $859.2MFY25 $484.5M

Net Income

+1179.2% YoY
$474.4MFY 2025
FY18 $102.2MFY19 $59.1MFY20 $37.1MFY25 $474.4M

Operating Income

+12.0% YoY
$83.3MFY 2025
FY18 $170.1MFY19 $107.0MFY20 $74.4MFY25 $83.3M

EPS (Diluted)

+1077.2% YoY
$3.03FY 2025
FY18 $0.75FY19 $0.44FY20 $0.26FY25 $3.03

Total Assets

-8.7% YoY
$3.40BFY 2025
FY18 $2.78BFY19 $2.86BFY20 $3.73BFY25 $3.40B

Total Debt

-22.8% YoY
$1.05BFY 2025
FY18 $972.6MFY19 $1.06BFY20 $1.36BFY25 $1.05B

Op. Cash Flow

+25.7% YoY
$256.7MFY 2025
FY18 $310.1MFY19 $214.3MFY20 $204.2MFY25 $256.7M

AI Insight: RYN Ratio Trends

Rayonier's profitability collapsed in Q1 2026 with operating margin plunging to -16.5% from 23.0% in Q4 2025.

Operating margin fell sharply to -16.5% in Q1 2026 from 23.0% in Q4 2025.

ROIC turned negative to -2.5% in Q1 2026 after averaging 4.2% in the prior two quarters.

Debt-to-equity improved from 0.75 in Q2 2024 to 0.39 in Q1 2026.

Sharp quarterly volatility in margins and returns suggests unstable underlying operations.

Q1 2026 losses may reflect seasonal timber harvesting patterns requiring Q2 2026 monitoring.

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Available Research

13F Pro tracks comprehensive data for RAYONIER INC including:

SEC EDGAR filings (10-K, 10-Q, 8-K)
XBRL financial facts (revenue, EPS, margins)
Insider transactions (Form 4)
Institutional 13F holdings
Quality rankings (32 signals)
AI analyst debates & daily meetings
Historical financial trends
Peer comparison & sector analysis

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Is RYN a good stock to buy?

13F Pro's AI-powered analysis of RAYONIER INC (RYN) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Real Estate sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for RYN are available on the RYN stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own RYN?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling RYN. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of RAYONIER INC's investment landscape.