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Ken GriffinReduced
Citadel Advisors · Q2 2026
$1.43M
67.15K shares · 0.0% of portfolio
Rayonier Inc
Rayonier Inc (RYN) is listed on NYSE and classified in REIT - Specialty, part of the Real Estate sector. It is headquartered in Yulee, United States and has 285 employees. The company is worth $5.6B and trades at 40.7x its earnings of the last twelve months; the median for its sector is 22.1x. Revenue was $484.49M in fiscal 2025, down 51.0% from the year before. Net income was $474.38M. The share price is 24.6% below its 52-week high of $24.82. It pays a dividend yielding 13.10%. 5 of the 38 superinvestors we track held it at the end of Q2 2026. The largest position belongs to Mason Hawkins (Southeastern Asset Management), at $201.98M. In that quarter, 5 of them reduced the position. Over the last 30 days, company insiders sold $16.72K of its stock on the open market and bought none. $16.46K of those sales were scheduled in advance under 10b5-1 plans.
Written from the data on this page: SEC filings (13F, Form 4, annual reports) and market prices.
Year by year, from the annual reports; dividends from the payments themselves.
Bars are year-end balances; lines are what happened during the year.
Major managers that reported this stock in their latest 13F.
▼ -49.7% over 5Y.
today you would have $698.85▼ -30.1%
Dividends reinvested, splits accounted for. Past prices say what happened, not what will.
The last 18 closed years, each at that year’s closing price and reported numbers.
| Indicator | Median | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Year-end price | $21.65 | $26.10 | $33.41 | $32.96 | $40.36 | $29.38 | $32.76 | $27.69 | $31.63 | $26.60 | $22.20 | $27.94 | $31.44 | $38.71 | $33.33 | $26.15 | $20.99 | $15.61 |
Seven formulas applied to the reported numbers, each with its assumption next to the result. None of them predicts a price.
Square root of 22.5 × earnings × book value. Blind to intangibles, so it undervalues software and brands.
Earnings growing 25.0% a year plus a 13.1% dividend yield. Growth capped at 25%.
Median P/E of 22.1 among peers in the sector.
Median P/E of 23.4 across this company’s own years on record.
This formula has no meaning here — usually a loss, negative cash flow, or a missing input.
This formula has no meaning here — usually a loss, negative cash flow, or a missing input.
Companies of similar size in Real Estate, for comparison. The columns are the same ones above, in the same order.
| Stock | Price | P/E | P/B | Dividend yield | ROE | Market cap |
|---|---|---|---|---|---|---|
| OUTOUTFRONT Media Inc. | $31.40 | 22.6x | 8.0x | 3.92% | 35.02% | $5.53B |
| EPRTEssential Properties Realty Trust Inc | $26.26 | 19.3x | 1.3x | 4.87% | 6.48% | $5.69B |
| PECOPhillips Edison & Company, Inc. | $38.29 | 32.7x | 2.1x | 3.60% | 6.02% | $5.42B |
| KRGKite Realty Group Trust |
| P/E | 23.4x | 7.1x | 10.9x | 28.6x | 45.2x | 37.4x | 108.8x | 71.2x | 35.1x | 27.3x | 15.4x | 60.0x | 36.8x | 11.0x | 17.8x | 15.2x | 19.6x | 10.8x | 16.8x |
| P/S | 5.0x | 13.5x | 4.1x | 6.3x | 5.3x | 5.3x | 4.7x | 6.0x | 4.4x | 5.0x | 4.0x | 4.8x | 5.9x | 8.1x | 17.1x | 3.8x | 3.2x | 2.9x | — |
| P/B | 2.7x | 3.0x | 2.3x | 2.7x | 2.6x | 3.3x | 2.7x | 2.9x | 2.3x | 2.6x | 2.3x | 2.1x | 2.4x | 3.2x | 4.5x | 4.1x | 3.4x | 2.9x | — |
| EPS | $3.03 | $2.39 | $1.17 | $0.73 | $1.08 | $0.27 | $0.46 | $0.79 | $1.16 | $1.73 | $0.37 | $0.76 | $2.86 | $2.17 | $2.20 | $1.34 | $1.94 | $0.93 |
| Dividend yield | 3.86% | 11.51% | 11.26% | 4.01% | 3.41% | 2.68% | 3.68% | 3.30% | 3.83% | 3.16% | 3.76% | 4.50% | 6.38% | 4.42% | 3.24% | 3.41% | 3.88% | 4.74% | 6.38% |
| Payout | 103.48% | 82.24% | 123.01% | 114.53% | 154.11% | 100.00% | 400.00% | 234.78% | 134.18% | 86.21% | 57.80% | 270.27% | 234.46% | 48.57% | 57.82% | 51.60% | 75.98% | 51.28% | 106.95% |
| Profit margin | 17.35% | 97.91% | 36.35% | 22.01% | 11.78% | 13.75% | 4.32% | 8.31% | 12.52% | 18.16% | 25.98% | 8.12% | 16.46% | 56.37% | 73.61% | 19.42% | 16.54% | 26.75% | 11.69% |
| ROE | 12.18% | 21.47% | 20.30% | 9.32% | 5.74% | 8.61% | 2.52% | 4.10% | 6.57% | 9.34% | 15.02% | 3.58% | 6.67% | 22.39% | 19.38% | 20.86% | 17.38% | 27.27% | 15.82% |
Median of the years shown; P/E years above 200x are left out.
Dividend growing 7.1% a year against a 8.6% required return, from the stock’s beta.
The average of the method families that answered, not of the seven numbers: four of the seven start from the same earnings per share.
5 methods answered, across 2 families.
Room for errors in the reported numbers.
+409.9% from the average.
Models, not forecasts, and not investment advice. How each formula works →
| $24.77 |
| 15.5x |
| 1.7x |
| 4.68% |
| 10.74% |
| $5.08B |
| HRHealthcare Realty Trust Inc | $17.93 | — | 1.5x | 5.35% | -1.92% | $6.22B |
| SBRASabra Health Care REIT, Inc. | $19.60 | 75.4x | 1.8x | 6.12% | 2.39% | $5.01B |