Rayonier Inc. RYN posted strong top-line growth in the second quarter of 2026, with revenue rising to $396.5 million, up 272.17% from a year earlier and slightly above the consensus estimate of $386.1 million.
Profitability also improved at the operating level, as gross profit reached $75.7 million and operating profit came in at $34.6 million, both up sharply from the prior year. However, net income attributable to common shareholders fell to $19.1 million, while diluted earnings per share declined to $0.06, below the estimated $0.11.
Cash generation remained solid, with operating cash flow of $110.6 million. The company also reported:
Investors reacted cautiously to the release, with the shares falling 1.91% after the market close.
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
Rayonier Inc. Insider Trading Activity
Rayonier Inc. insiders have traded $RYN stock on the open market 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $RYN stock by insiders over the last 6 months:
- ERIC J CREMERS (Executive Chairman) sold 169,200 shares for an estimated $3,627,648
- WAYNE WASECHEK (EVP and CFO) sold 2,920 shares for an estimated $61,816
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
Rayonier Inc. Hedge Fund Activity
We have seen 273 institutional investors add shares of Rayonier Inc. stock to their portfolio, and 157 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BLACKROCK, INC. added 13,550,840 shares (+88.6%) to their portfolio in Q1 2026, for an estimated $278,198,745
- COHEN & STEERS, INC. added 8,142,189 shares (+60.1%) to their portfolio in Q1 2026, for an estimated $167,159,140
- PRICE T ROWE ASSOCIATES INC /MD/ added 6,244,089 shares (+62.5%) to their portfolio in Q1 2026, for an estimated $128,191,147
- SOUTHEASTERN ASSET MANAGEMENT INC/TN/ added 5,083,702 shares (+89.5%) to their portfolio in Q1 2026, for an estimated $104,368,402
- LEGAL & GENERAL GROUP PLC added 5,061,344 shares (+107.9%) to their portfolio in Q1 2026, for an estimated $103,909,392
- DEPRINCE RACE & ZOLLO INC added 4,159,595 shares (+inf%) to their portfolio in Q1 2026, for an estimated $85,396,485
- STATE STREET CORP added 4,125,677 shares (+86.3%) to their portfolio in Q1 2026, for an estimated $84,700,148
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Rayonier Inc. Analyst Ratings
Wall Street analysts have issued reports on $RYN in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Raymond James issued a "Strong Buy" rating on 02/13/2026
To track analyst ratings and price targets for Rayonier Inc., check out Quiver Quantitative's $RYN forecast page.
Rayonier Inc. Price Targets
Multiple analysts have issued price targets for $RYN recently. We have seen 5 analysts offer price targets for $RYN in the last 6 months, with a median target of $25.0.
Here are some recent targets:
- Mark Wilde from BMO Capital set a target price of $25.0 on 05/19/2026
- Anthony Pettinari from Citigroup set a target price of $22.0 on 05/13/2026
- Michael Roxland from Truist Securities set a target price of $25.0 on 05/11/2026
- Matthew McKellar from RBC Capital set a target price of $26.0 on 02/17/2026
- Collin Mings from Raymond James set a target price of $28.0 on 02/13/2026
