Rayonier Inc's stock price increased by 4.50%, reaching a 20-day high. This movement comes as the broader market shows strength, with the Nasdaq-100 up 1.04% and the S&P 500 up 0.71%.
The rise in Rayonier's stock is attributed to the ongoing investigation into the proposed acquisition of PotlatchDeltic, where shareholders are set to receive 1.7339 shares of Rayonier for each share they own. This potential acquisition could significantly impact shareholder returns, prompting investors to closely monitor the developments surrounding the transaction.
As the market reacts to the acquisition news, Rayonier's stock performance reflects investor optimism regarding the potential benefits of the deal, despite the ongoing investigation into its valuation.
Wall Street analysts forecast RYN stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for RYN is 27.00 USD with a low forecast of 24.00 USD and a high forecast of 33.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
5 Analyst Rating
Wall Street analysts forecast RYN stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for RYN is 27.00 USD with a low forecast of 24.00 USD and a high forecast of 33.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
2 Buy
3 Hold
0 Sell
Moderate Buy
Current: 22.490
Low
24.00
Averages
27.00
High
33.00
Current: 22.490
Low
24.00
Averages
27.00
High
33.00
Truist
Hold
downgrade
$28 -> $26
2026-01-06
Reason
Truist
Price Target
$28 -> $26
AI Analysis
2026-01-06
downgrade
Hold
Reason
Truist lowered the firm's price target on Rayonier to $26 from $28 and keeps a Hold rating on the shares. Early 2026 is expected to see modestly challenged packaging volumes due to limited promotions, though some CPGs are successfully driving volume while retaining price gains, the analyst tells investors in a research note. Beverage cans should continue growing in North America and Europe, and containerboard producers are likely to implement price increases successfully thanks to disciplined supply management, the firm says.
RBC Capital
Matthew McKellar
Sector Perform
downgrade
$27 -> $25
2025-12-18
Reason
RBC Capital
Matthew McKellar
Price Target
$27 -> $25
2025-12-18
downgrade
Sector Perform
Reason
RBC Capital analyst Matthew McKellar lowered the firm's price target on Rayonier to $25 from $27 and keeps a Sector Perform rating on the shares as part of a broader research note previewing 2026 for Paper & Forest Products. 2025 was a challenging year for much of the forest products group, and with demand conditions seemingly remaining tepid into early 2026, the firm continues to prefer exposure to names where a supply response has either already played out to a significant degree - such as the containerboard group - or is seemingly in progress - such as lumber producers, the analyst tells investors in a research note.
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Seaport Research
Mark Weintraub
Buy
downgrade
$37 -> $33
2025-12-10
Reason
Seaport Research
Mark Weintraub
Price Target
$37 -> $33
2025-12-10
downgrade
Buy
Reason
Seaport Research analyst Mark Weintraub lowered the firm's price target on Rayonier to $33 from $37 and keeps a Buy rating on the shares to fully reflect Q3 results.
Citi
Neutral
downgrade
$27 -> $24
2025-11-12
Reason
Citi
Price Target
$27 -> $24
2025-11-12
downgrade
Neutral
Reason
Citi lowered the firm's price target on Rayonier to $24 from $27 and keeps a Neutral rating on the shares. The firm updated timber real estate investment trust models to reflect reduced price and volume assumptions for logs and lumber.
About RYN
Rayonier Inc. is a timberland real estate investment trust with assets located in some of the productive softwood timber growing regions in the United States. The Company’s segments include Southern Timber, Pacific Northwest Timber, Real Estate, and Trading. The Southern Timber and Pacific Northwest Timber segments include all activities related to the harvesting of timber and other value-added activities, such as the licensing of properties for hunting, the leasing of properties for mineral extraction and cell towers and land-based solutions. The Real Estate segment includes all land sales disaggregated into six sales categories: improved development, unimproved development, rural, timberland & non-strategic, conservation easements and large dispositions. It also includes residential and commercial lease activity, primarily in the town of Port Gamble, Washington. The Trading segment reflects log trading activities conducted in the United States South and Pacific Northwest.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
