Rayonier (RYN)
NYSEReal EstateReit - SpecialtySnapshot 2026-11-04
$20.17+2.80%
Close 2026-11-04 · 1-day change
NYSEReal EstateReit - SpecialtySnapshot 2026-11-04
QuarterlyIQ Insights · RYN
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within real estate on a research-validated quality screen. As of 2026-11-04.
The screen ranks RYN against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 3 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Real Estate names rated weak grew net income 55% of the time over the next year (vs 54% for the rest of the cohort, n=2781).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
“Our team continued to execute well amid a challenging market environment, while also making meaningful progress on integration initiatives that position us to create long-term value for our sharehol…
Stated in 3 of 4 supplied quarters. Management reported: ““Our team continued to execute well amid a challenging market environment, while also making meaningful progress on integration initiatives that position us to create long-term value for our shareholders.” ““We maintained a strong focus on operational execution during the quarter, while continuing to make significant progress on our integration priorities and positioning the combined company to realize the strategic and financial benefits of the merger.”
““Our team continued to execute well amid a challenging market environment, while also making meaningful progress on integration initiatives that position us to create long-term value for our sharehol…”
““We maintained a strong focus on operational execution during the quarter, while continuing to make significant progress on our integration priorities and positioning the combined company to realize…”
“We are confident that combining these two exceptional land resource companies will create significant value, and our combined team has been diligently advancing the integration following the closing…”
For the full year, we continue to expect an Adjusted EBITDA contribution from our Real Estate segment of $180 to $200 million.
Stated in 3 of 4 supplied quarters. Management reported: “For the full year, we continue to expect an Adjusted EBITDA contribution from our Real Estate segment of $180 to $200 million.” “For the full year, we continue to expect an Adjusted EBITDA contribution from our Real Estate segment of $180 to $200 million.”
“For the full year, we continue to expect an Adjusted EBITDA contribution from our Real Estate segment of $180 to $200 million.”
• Wood Products: In our Wood Products segment, we continue to expect lumber shipments to total approximately 1.1 billion board feet for the 11 months of contribution in 2026.
Stated in 3 of 4 supplied quarters. Management reported: “• Wood Products: In our Wood Products segment, we continue to expect lumber shipments to total approximately 1.1 billion board feet for the 11 months of contribution in 2026.” “• Wood Products: In our Wood Products segment, we continue to expect lumber shipments to total ~1.1 billion board feet for the 11 months of contribution in 2026.”
We further remained focused on disciplined and opportunistic capital allocation, repurchasing $60 million of our common stock during the third quarter, which brought our total share repurchases throu…
Stated in 2 of 4 supplied quarters. Management reported: “We further remained focused on disciplined and opportunistic capital allocation, repurchasing $60 million of our common stock during the third quarter, which brought our total share repurchases through the first nine months of the year to $163 million.”” “We also deployed capital opportunistically during the quarter, repurchasing $72 million of our common stock, which reflects our commitment to disciplined capital allocation and long-term value creation for our shareholders.””
Post-closing, the combined company intends to pay a regular quarterly dividend that is in line with Rayonier’s current annual dividend of $1.09 per share (with such per share amount to be reduced to…
Stated in a supplied disclosure. Management reported: “Post-closing, the combined company intends to pay a regular quarterly dividend that is in line with Rayonier’s current annual dividend of $1.09 per share (with such per share amount to be reduced to take into account the additional Rayonier shares that will be issued pursuant to the Rayonier Special Dividend described below).” “Longer term, the combined company will seek to grow its dividend as end markets improve and synergies are realized.”
Over the trailing year it converted 1.81x of net income into operating cash flow. Historically, Real Estate names rated neutral grew net income 57% of the time over the next year (vs 47% for the rest of the cohort, n=2917).
Most sensitive to real (inflation-adjusted) rates and long-term interest rates.
Not enough signal to read sensitivity to the US dollar, the broad stock market, Fed net liquidity (low R² over the window).
18 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Real Estate names rated volatile grew net income 55% of the time over the next year (vs 55% for the rest of the cohort, n=2851).
Not investment advice. As of 2026-11-04.
“For the full year, we continue to expect an Adjusted EBITDA contribution from our Real Estate segment of $180 to $200 million.”
“For the full year, we expect an Adjusted EBITDA contribution from our Real Estate segment of $180 to $200 million.”
“• Wood Products: In our Wood Products segment, we continue to expect lumber shipments to total approximately 1.1 billion board feet for the 11 months of contribution in 2026.”
“• Wood Products: In our Wood Products segment, we continue to expect lumber shipments to total ~1.1 billion board feet for the 11 months of contribution in 2026.”
“For the 11 months of contribution from the Wood Products segment in 2026, we expect lumber shipments to total ~1.1 billion board feet.”
“We further remained focused on disciplined and opportunistic capital allocation, repurchasing $60 million of our common stock during the third quarter, which brought our total share repurchases throu…”
“We also deployed capital opportunistically during the quarter, repurchasing $72 million of our common stock, which reflects our commitment to disciplined capital allocation and long-term value creati…”