Market Cap
$5.5B
RYN
RAYONIER INC
$18.09 ▼ -0.71%
Prev close $18.22Market cap$5.5B
ConsensusHold
12-mo target$26.00 (+43.7%)
▲ Neutral
Analyst conviction 5/10
23 New Institutional Positions25 Institutional Exits Real Estate
Snapshot
The big-picture read on RYN right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Buy (50%)
Inst. Holders
50 funds
Inst. Value
$4.0B
Inst. Activity
23 buys / 25 sells
Insider Activity
$0.00 buy / $3.8M sell
Insider Net $
-$3.8M
SEC Reports
1
Price chart 30d -10.6%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 30, 2026 Insider
Daniels Ryan M. sold 887 shares
SVP, Wood Products @ $18.56 ($16.5K)
Sep 18, 2026 short_volume
Short Volume: RYN — 60.6% short (0.6M / 1.0M)
Short: 631,621 | Exempt: 612 | TRF Vol: 1,041,935 | Short Ratio: 60.6% | Off-exchange volume (dark p
Sep 10, 2026 Insider
Bridwell Mark R sold 5,318 shares
EVP, GC and Secretary @ $20.19 ($107.4K)
Aug 28, 2026 Insider
BASS KEITH E was granted 1,136 shares
Director @ $20.38 ($23.2K)
Jun 30, 2026 Inst.
NORGES BANK — NEW
17,506,364 shares ($372.5M)
Jun 30, 2026 Inst.
Apr 1, 2026 SEC RAYMOND JAMES FINANCIAL INC — ADD
1,698,896 shares ($36.2M)
Rayonier Inc. has filed a definitive proxy statement for its 2026 annual meeting, where shareholders will vote on the re
DEFA14A — Impact 3/10
Analyst ratings buy % +13.6%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
50% rate it Buy or better · 10 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 10, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Jul 15, 2026 | Truist Securities | MAINTAIN | Hold | 55% |
| May 19, 2026 | BMO Capital | MAINTAIN | Market Perform | 53% |
| May 13, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| May 11, 2026 | Truist Securities | MAINTAIN | Hold | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 2 | 3 | 5 | 0 | 0 | 50% | |
| Aug 1, 2026 | 2 | 3 | 5 | 0 | 0 | 50% | |
| Jul 1, 2026 | 2 | 3 | 5 | 0 | 0 | 50% | |
| Jun 1, 2026 | 2 | 3 | 5 | 0 | 0 | 50% | |
| May 1, 2026 | 2 | 3 | 5 | 0 | 0 | 50% | |
| Apr 1, 2026 | 2 | 3 | 5 | 0 | 0 | 50% | |
| Mar 1, 2026 | 2 | 3 | 5 | 0 | 0 | 50% | |
| Feb 1, 2026 | 1 | 3 | 5 | 0 | 0 | 44% |
Price targets
Where 6 covering analysts think RYN trades over the next 12 months.
$26.00 +43.7% upside Strong Buy
Current$18.09 Low$23.00 Median$24.50 High$32.00 6 analysts
$23.00$32.00
Analyst rating None as of Oct 2, 2026
Social media sentiment
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
1 SEC filing reports analyzed · 0 bullish, 0 bearish, 0 mixed, 1 neutral · avg impact 3.0/10.
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 18, 2026
short_volume
Short Volume: RYN — 60.6% short (0.6M / 1.0M)
Short: 631,621 | Exempt: 612 | TRF Vol: 1,041,935 | Short Ratio: 60.6% | Off-exchange volume (dark pool + OTC)
Sep 17, 2026
short_volume
Short Volume: RYN — 65.2% short (0.7M / 1.0M)
Short: 682,220 | Exempt: 1,017 | TRF Vol: 1,046,555 | Short Ratio: 65.2% | Off-exchange volume (dark pool + OTC)
Sep 16, 2026
short_volume
Short Volume: RYN — 58.3% short (0.6M / 1.0M)
Short: 564,393 | Exempt: 2,684 | TRF Vol: 968,232 | Short Ratio: 58.3% | Off-exchange volume (dark pool + OTC)
Sep 15, 2026
short_volume
Short Volume: RYN — 62.6% short (1.0M / 1.6M)
Short: 1,020,735 | Exempt: 5,170 | TRF Vol: 1,631,533 | Short Ratio: 62.6% | Off-exchange volume (dark pool + OTC)
Sep 7, 2026
dark_pool
Dark Pool: RYN — 3.0M shares, 34,990 trades
Week starting 2026-09-07. Total ATS volume: 3,029,567 shares across 34,990 trades.
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.09 | $0.07–$0.12 | -70.6% | -43.3% | — | $0.4B | 3 |
| Next Q | $0.14 | $0.11–$0.17 | -28.2% | +9.1% | 0↑ 2↓ | $0.4B | 3 |
| Current FY | $0.42 | $0.36–$0.47 | -26.8% | -11.4% | 0↑ 1↓ | $1.5B | 4 |
| Next FY | $0.61 | $0.41–$0.73 | 47.4% | -6.7% | 0↑ 2↓ | $1.6B | 4 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.094 | — |
| 7d ago | $0.159 | -0.065 |
| 30d ago | $0.166 | -0.072 |
| 60d ago | $0.166 | -0.072 |
| 90d ago | $0.165 | -0.071 |
Institutional ownership
Which big funds own RYN (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $4.0B total value (186,306,918 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, NORGES. Net selling activity: 25 institutions trimmed/exited vs 23 added.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 29,015,536 | $617.5M | 15.6% | ADD +88.6% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 24,649,494 | $524.5M | 13.2% | — |
| NORGES BANK | 17,506,364 | $372.5M | 9.4% | NEW |
| VANGUARD CAPITAL MANAGEMENT LLC | 13,278,957 | $282.6M | 7.1% | — |
| Legal & General Group Plc | 10,036,382 | $213.6M | 5.4% | DOUBLED +107.9% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 9,301,140 | $197.9M | 5.0% | — |
| STATE STREET CORP | 9,137,511 | $194.5M | 4.9% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 5,996,904 | $127.6M | 3.2% | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 5,101,426 | $108.6M | 2.7% | — |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 5,064,660 | $107.8M | 2.7% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 17,506,364 | — | $372.5M |
| RAYMOND JAMES FINANCIAL INC | ADD | 909,861 | 1,698,896 | +86.7% | $36.2M |
| UBS Group AG | ADD | 1,076,252 | 1,697,722 | +57.7% | $36.1M |
| BALYASNY ASSET MANAGEMENT L.P. | TRIM | 2,164,890 | 1,467,064 | -32.2% | $31.2M |
| D. E. Shaw & Co., Inc. | TRIM | 2,124,230 | 1,448,113 | -31.8% | $30.8M |
| MILLENNIUM MANAGEMENT LLC | TRIM | 1,660,622 | 1,149,301 | -30.8% | $24.5M |
| GOLDMAN SACHS GROUP INC | ADD | 523,453 | 914,593 | +74.7% | $19.5M |
| ENVESTNET ASSET MANAGEMENT INC | ADD | 469,706 | 792,916 | +68.8% | $16.9M |
| FMR LLC | DOUBLED | 273,313 | 721,471 | +164.0% | $15.4M |
| SEI INVESTMENTS CO | TRIM | 600,398 | 438,457 | -27.0% | $9.3M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
17 insiders, 50 transactions. Net -$3.8M — $0.00 bought, $3.8M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 30, 2026 | Daniels Ryan M. | SVP, Wood Products | SELL | 887 | $18.56 | $16.5K |
| Sep 10, 2026 | Bridwell Mark R | EVP, GC and Secretary | SELL | 5,318 | $20.19 | $107.4K |
| Aug 28, 2026 | BASS KEITH E | Director | AWARD | 1,136 | $20.38 | $23.2K |
| May 29, 2026 | BASS KEITH E | Director | AWARD | 1,047 | $20.89 | $21.9K |
| May 15, 2026 | Nelson Ann C | Director | AWARD | 6,811 | $19.82 | $135.0K |
| May 15, 2026 | Jones Scott R. | Director | AWARD | 6,811 | $19.82 | $135.0K |
| May 15, 2026 | Breard Linda M. | Director | AWARD | 6,811 | $19.82 | $135.0K |
| May 15, 2026 | SULLIVAN LENORE M | Director | AWARD | 6,811 | $19.82 | $135.0K |
| May 15, 2026 | Gonsalves Gregg A | Director | AWARD | 6,811 | $19.82 | $135.0K |
| May 15, 2026 | LELAND D MARK | Director | AWARD | 6,811 | $19.82 | $135.0K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for RYN.
Shares short
13,712,065
Settlement Sep 15, 2026
Change vs prior
+6.4%
Semi-monthly cycle
Days to cover
3.4
At avg daily volume
Of shares outstanding
≈4.6%
Estimate — not % of float
All RYN filing & press-release reports (1)
- DEFA14A reportApr 1, 2026