RAYONIER INC(RYN)Stock Analysis
AI analysis on 2,800+ stocks →Deep AI analysis on 2,800+ stocks →RYN Stock Analysis & AI Quality Score
Data updated 2026-08-29AI stock analysis and institutional research for RAYONIER INC (RYN), a Real Estate sector company. 13F Pro tracks RYN using direct SEC EDGAR data and AI-powered research tools. Based on the latest XBRL financial filings (Q1 2026), RAYONIER INC reports quarterly revenue of $276.8M, net income of $-12.4M. Top institutional holders of RYN by reported 13-F value include BlackRock, VANGUARD PORTFOLIO MANAGEMENT, COHEN & STEERS, 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 42 and 73 since 2021, currently 58.2 — an improving long-term trajectory across 64 quarterly and live scoring snapshots.
What's Driving RYN's Business? Latest 10-Q Breakdown
AI-extracted from RAYONIER INC's 10-Q filed 2026-08-07 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Sales nearly quadrupled to $396.5M after the January 30, 2026 merger-of-equals with PotlatchDeltic, which added a Wood Products segment and expanded timberlands to 4.1 million acres, while $80.8M of YTD merger costs drove a six-month operating loss of $11.0M despite a $34.6M operating profit in Q2 alone.
Biggest Revenue Drivers
New segment from the PotlatchDeltic merger; lumber pricing rose through the quarter as import duties, mill curtailments and trucking shortages constricted supply.
Harvest volumes rose 110% to 3.35 million tons, primarily from 1.5 million tons of incremental PotlatchDeltic timberland volume, partly offset by lower pine prices.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Revenue
Q1 2026
$276.8M
Net Income
Q1 2026
$-12.4M
ROIC
Q1 2026
-2.5%
D/E Ratio
Q1 2026
0.39
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
-51.0% YoYNet Income
+32.1% YoYOperating Income
-77.1% YoYEPS (Diluted)
+33.0% YoYTotal Assets
-2.0% YoYTotal Debt
+0.0% YoYOp. Cash Flow
-1.9% YoYFree Cash Flow
| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $484.5M -51.0% | $987.9M +25.3% | $788.4M -13.3% | $909.1M -18.1% | $1.11B +29.1% | $859.2M |
| Net Income | $474.4M +32.1% | $359.1M +107.0% | $173.5M +62.0% | $107.1M -29.8% | $152.6M +311.4% | $37.1M |
| Operating Income | $83.3M -77.1% | $364.1M +97.1% | $184.7M +11.4% | $165.8M -38.5% | $269.8M +262.7% | $74.4M |
| EPS (Diluted) | $3.03 +33.0% | $2.28 +104.3% | $1.12 +60.3% | $0.70 -32.4% | $1.03 +300.0% | $0.26 |
| Total Assets | $3.40B -2.0% | $3.47B -4.7% | $3.65B -3.7% | $3.79B +4.2% | $3.64B -2.5% | $3.73B |
| Total Debt | $1.05B +0.0% | $1.05B -18.8% | $1.29B -14.6% | $1.51B +10.7% | $1.37B +0.5% | $1.36B |
| Operating Cash Flow | $256.7M -1.9% | $261.6M -12.3% | $298.4M +10.8% | $269.2M -17.2% | $325.1M +59.2% | $204.2M |
| Free Cash Flow | — | $159.1M -21.6% | $202.9M +176.8% | $-264.2M -206.0% | $249.1M +120.5% | $113.0M |
Get alerted when RYN's score changes
Free account: watchlist tracking, the daily AI brief, and the AI screener.
Available Research
13F Pro tracks comprehensive data for RAYONIER INC including:
Top Institutional Holders of RYN
BlackRock, Inc.
$617.5M29,015,536 shVANGUARD PORTFOLIO MANAGEMENT LLC
$524.5M24,649,494 shCOHEN & STEERS, INC.
$466.8M21,936,120 shNORGES BANK
$372.5M17,506,364 shPRICE T ROWE ASSOCIATES INC /MD/
$346.0M16,259,447 shVANGUARD CAPITAL MANAGEMENT LLC
$282.6M13,278,957 shLegal & General Group Plc
$213.6M10,036,382 shSOUTHEASTERN ASSET MANAGEMENT INC/TN/
$202.0M9,491,347 shFULLER & THALER ASSET MANAGEMENT, INC.
$197.9M9,301,140 shSTATE STREET CORP
$194.5M9,137,511 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $617.5M | 29,015,536 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $524.5M | 24,649,494 |
| COHEN & STEERS, INC. | $466.8M | 21,936,120 |
| NORGES BANK | $372.5M | 17,506,364 |
| PRICE T ROWE ASSOCIATES INC /MD/ | $346.0M | 16,259,447 |
| VANGUARD CAPITAL MANAGEMENT LLC | $282.6M | 13,278,957 |
| Legal & General Group Plc | $213.6M | 10,036,382 |
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/ | $202.0M | 9,491,347 |
| FULLER & THALER ASSET MANAGEMENT, INC. | $197.9M | 9,301,140 |
| STATE STREET CORP | $194.5M | 9,137,511 |
Companies Similar to RYN
Ranked by quality-profile closeness and shared hedge-fund ownership — not just sector membership.
OMEGA HEALTHCARE INVESTORS INC
KITE REALTY GROUP TRUST
SBA COMMUNICATIONS CORP
AMERICAN TOWER CORP /MA/
Invitation Homes Inc.
WELLTOWER INC.
American Homes 4 Rent
Gaming & Leisure Properties, Inc.
Similarity is computed from the 8 composite sub-scores and latest-quarter 13F conviction holdings (index-style filers excluded). Refreshed monthly.
More Real Estate Companies
View all Real Estate →Put RYN on your watchlist
Track score changes the day RAYONIER INC files with the SEC, follow the hedge funds that own it, screen 2,800+ AI-scored stocks, and get the daily brief — free.
Free tier includes 13F data, economic indicators, and market overview. Pro starts at $6.67/mo (billed annually).
Popular Research
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. RYN is classified as a mid company.
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.