Rayonier Stock Price, News & Analysis

Rayonier (NYSE:RYN) will release third quarter 2025 earnings after market close on Wednesday, November 5, 2025. The company will host a conference call and live audio webcast at 10:00 a.m. ET on Thursday, November 6, 2025 to discuss results.

Supplemental materials and the live audio webcast will be available at www.rayonier.com. A replay of the webcast will be archived on the company website and the conference call replay will be available by phone until Saturday, December 6, 2025 (domestic replay: 800-510-0118, international replay: 203-369-3808, passcode 1142).

Rayonier (NYSE: RYN) and PotlatchDeltic announced an all-stock merger of equals on October 14, 2025 to create a domestic land resources REIT with a pro forma market capitalization of $7.1 billion and enterprise value of $8.2 billion (including $1.1 billion net debt).

The combined company will hold ~4.2 million acres (3.2M U.S. South; 931k U.S. Northwest), operate seven wood-products facilities including 1.2 billion board feet lumber capacity, and expects $40 million of annual run-rate synergies within 24 months. PotlatchDeltic shareholders will receive 1.7339 Rayonier shares per PCH share (implied $44.11, an 8.25% premium). Closing is expected in late Q1 or early Q2 2026.

Rayonier declared a one-time $1.40 special dividend payable December 12, 2025 (record date October 24, 2025); merger consideration for PCH will be adjusted to reflect this dividend.

Rayonier (NYSE:RYN) declared a one-time $1.40 per share special dividend payable Dec 12, 2025 to holders of record on Oct 24, 2025. The dividend will be paid up to 25% in cash (other than cash for fractional shares) and 75% in common shares, with shareholders able to elect all cash or all shares; cash elections will be prorated if aggregate cash elections exceed 25%.

The cash portion will be at least $0.35 per share for shareholders who elect cash. The dividend is tied to taxable gains from Rayonier’s $710 million sale of its New Zealand joint venture closed June 30, 2025. Share issuance will use the VWAP on Dec 1–3, 2025. Election forms must be received by Computershare by 5:00 PM ET Nov 28, 2025.

Rayonier (NYSE:RYN) has released its 2024 Sustainability Report and Carbon Report, showcasing the company's commitment to sustainable land resource management. The reports highlight that Rayonier's forestlands sequestered 12 million metric tonnes of CO2 equivalents in 2024, significantly outpacing their corporate emissions of 2 million metric tonnes.

As a signatory to The Climate Pledge, Rayonier is among over 500 companies committed to achieving net-zero carbon emissions by 2040. The company's forestlands currently store an estimated 628 million metric tonnes of CO2 equivalents. President and CEO Mark McHugh emphasized their focus on realizing the full potential of land resources while meeting society's needs.

Rayonier (NYSE:RYN) reported strong Q2 2025 results with net income of $408.7 million ($2.63 per share), including a significant $404.4 million gain from selling its New Zealand joint venture. Pro forma net income was $9.6 million ($0.06 per share), with Adjusted EBITDA of $44.9 million, up 35% year-over-year.

The company completed major strategic moves, including the disposition of New Zealand Timber operations and repurchased 1.5 million shares for $34.9 million. Quarter-end cash balance stood at $892.3 million. While Southern Timber segment faced challenges, Real Estate showed strong performance with sales of $29.4 million. Management maintains its full-year guidance and expects Q3 2025 net income of $29-44 million with Adjusted EBITDA of $80-100 million.

Rayonier (NYSE:RYN) has declared a quarterly cash dividend of $0.2725 per common share for the third quarter of 2025. The dividend will be paid on September 30, 2025, to shareholders of record as of September 16, 2025.

Additionally, the board has declared an equivalent cash distribution of $0.2725 per operating partnership unit for Rayonier, L.P., payable on the same dates to unit holders.

Rayonier (NYSE:RYN) has announced it will release its second quarter 2025 earnings after market close on Wednesday, August 6, 2025. The company will hold a conference call and live audio webcast the following day on Thursday, August 7 at 10:00 a.m. ET to discuss the results.

Investors can access supplemental materials and the webcast at www.rayonier.com, or join the conference call by dialing 888-604-9366 (domestic) or 517-308-9338 (international) using the passcode RAYONIER. A replay will be available until September 7, 2025.

Rayonier (NYSE:RYN) has completed the sale of its 77% stake in its New Zealand joint venture to The Rohatyn Group (TRG) for $710 million, with expected net proceeds of $699 million after adjustments.

The company plans to use at least 50% of the proceeds to reduce leverage and/or return capital to shareholders through special dividends and share repurchases. Rayonier expects to pay a special dividend of $1.00 to $1.40 per share in 2025, combining cash and shares. In Q2, the company repurchased ~1.5 million shares for ~$35 million, with $262 million remaining under its current share repurchase authorization.

This transaction is part of Rayonier's asset disposition and capital structure realignment plan, which has now completed ~$1.45 billion in dispositions since November 2023, exceeding its original $1 billion target.