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Rayonier Inc. REIT (RYN) Stock Analysis

Falling Knife setup

SellModerate Confidence

Real Estate · REIT - Specialty

Sell if holding. Momentum 4.5/10 is below the 5.0 floor at $19.97 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Concentration risk — Geographic: U.S. South timberlands (90.0%); V7 low-quality RISK_OFF penalty: -0.5 (Q=5.0).

Rayonier is a timberland REIT with ~2.0M acres in the US South (1.69M acres) and Pacific Northwest (307K acres), generating revenue from timber harvest and sale across Southern Timber, Pacific Northwest Timber, and Real Estate segments. It completed a merger with PotlatchDeltic... Read more

$19.97+13.3% A.UpsideScore 5.7/10#4 of 14 REIT - Specialty
QualityF-score7 / 9FCF yield6.04%
IncomeYield5.24%(5y avg 3.72%)Payout234.24%
Stop $18.97Target $22.62(analyst − 13%)A.R:R 2.5:1
Analyst target$26.00+30.2%6 analysts
$22.62our TP
$19.97price
$26.00mean
$32

Sell if holding. Momentum 4.5/10 is below the 5.0 floor at $19.97 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Concentration risk — Geographic: U.S. South timberlands (90.0%); V7 low-quality RISK_OFF penalty: -0.5 (Q=5.0). Chart setup: Death cross, below all MAs, RSI 30, MACD bearish. Score 5.7/10, moderate confidence.

Passes 6/8 gates (favorable risk/reward ratio, clean insider activity, no SEC red flags, earnings proximity 78d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and death cross (50MA < 200MA). Suitability: moderate.

Recent Developments — Rayonier Inc. REIT

Generated 2026-05-20T21:06:21Z.

Thesis

Rewards
Strong earnings beat streak (3/4)
Strong growth profile
Risks
Concentration risk — Geographic: U.S. South timberlands (90.0%)
V7 low-quality RISK_OFF penalty: -0.5 (Q=5.0)
Sector modifier (Real Estate): -1.2

Key Metrics

P/E (TTM)43.2
P/E (Fwd)33.1
Mkt Cap$6.0B
EV/EBITDA28.4
Profit Mgn68.6%
ROE1.8%
Rev Growth233.8%
Beta0.92
Dividend5.24%
Rating analysts10

Quality Signals

Piotroski F7/9MoatNarrow

Options Flow

P/C0.33bullish
IV53%elevated

Concentration Risks(10-K Item 1A)

  • HIGHGeographicU.S. South timberlands90%
    10-K Item 1: 'South| | | | | | 67,161 | | | 90 |'

Material Events(8-K, last 90d)

  • 2026-03-18Item 4.01HIGH
    Rayonier Inc. disclosed a change in certifying accountant effective March 12, 2026, following its January 30, 2026 merger with PotlatchDeltic. Full details of incoming/departing auditor not available in truncated filing.
    SEC filing →

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer

Rating Breakdown

10 dimensions · all in-band

GatesMomentum 4.5<4.5Death cross (50MA < 200MA)A.R:R 2.5 ≥ 1.5Insider activity: OKNo SEC red flagsEARNINGS PROXIMITY 78d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARFalling KnifeSuitability: Moderate
RSI
30 · Neutral
20D MA 50D MA 200D MADEATH CROSSSupport $19.56Resistance $21.63

Price Targets

$19
$23
A.Upside+13.3%
A.R:R2.5:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeRisk-Off

Risk Alerts

! Momentum score 4.5/10 — below 4.5 minimum
! Death cross — 50-day MA below 200-day MA

Earnings

B
B
B
M
3/4 beats
Next Earnings2026-08-05 (78d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is RYN stock a buy right now?

Sell if holding. Momentum 4.5/10 is below the 5.0 floor at $19.97 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Concentration risk — Geographic: U.S. South timberlands (90.0%); V7 low-quality RISK_OFF penalty: -0.5 (Q=5.0). Chart setup: Death cross, below all MAs, RSI 30, MACD bearish. Prior stop was $18.97. Score 5.7/10, moderate confidence.

What is the RYN stock price target?

Take-profit target: $22.62 (+13.3% upside). Prior stop was $18.97. Stop-loss: $18.97.

What are the risks of investing in RYN?

Concentration risk — Geographic: U.S. South timberlands (90.0%); V7 low-quality RISK_OFF penalty: -0.5 (Q=5.0); Sector modifier (Real Estate): -1.2.

Is RYN overvalued or undervalued?

Rayonier Inc. REIT trades at a P/E of 43.2 (forward 33.1). TrendMatrix value score: 4.8/10. Verdict: Sell.

What do analysts say about RYN?

10 analysts cover RYN with a consensus score of 3.7/5. Average price target: $26.

What does Rayonier Inc. REIT do?Rayonier is a timberland REIT with ~2.0M acres in the US South (1.69M acres) and Pacific Northwest (307K acres),...

Rayonier is a timberland REIT with ~2.0M acres in the US South (1.69M acres) and Pacific Northwest (307K acres), generating revenue from timber harvest and sale across Southern Timber, Pacific Northwest Timber, and Real Estate segments. It completed a merger with PotlatchDeltic on January 30, 2026, significantly expanding its portfolio and adding wood products manufacturing.

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