Rayonier and PotlatchDeltic Merger Approved by Shareholders
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 27 2026
0mins
Source: seekingalpha
- Merger Approval: Rayonier (RYN) and PotlatchDeltic (PCH) announced that shareholders have approved their merger, which is expected to close on Friday, marking a significant step in the consolidation of the timber and wood products industry.
- Deal Valuation: The all-stock transaction is valued at approximately $8.2 billion, including debt, creating one of North America's largest publicly traded timber and wood products companies, significantly enhancing market competitiveness.
- Equity Structure: Upon completion of the merger, Rayonier shareholders will own about 54% of the combined entity, while PotlatchDeltic shareholders will hold approximately 46%, providing stronger resource integration and synergy potential for both companies.
- Future Development Plans: The combined company will retain the Rayonier name and plans to announce a new name and ticker symbol later in Q1, reflecting a focus on brand repositioning and market strategy.
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Analyst Views on RYN
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
2 Buy
3 Hold
0 Sell
Moderate Buy
Current: 22.520
Low
24.00
Averages
27.00
High
33.00
Current: 22.520
Low
24.00
Averages
27.00
High
33.00
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.
RAYONIER MAY CHOOSE TO RAISE COMMITMENTS UNDER REVOLVING CREDIT FACILITY BY UP TO $200 MILLION UNDER SPECIFIC CONDITIONS
Credit Facility Increase: A new credit facility may increase commitments under certain conditions by a maximum amount of $200 million.
Potential Impact: This increase in commitments could have significant implications for financial operations and liquidity management.
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Rayonier Completes Merger with PotlatchDeltic Corporation
- Merger Completion: Rayonier has officially completed its merger with PotlatchDeltic, resulting in a combined company that owns over four million acres of diverse timberland, which is expected to generate significant value for shareholders and stakeholders.
- Leadership Team Composition: The new senior leadership team comprises top talent from both Rayonier and PotlatchDeltic, ensuring balanced management and collaboration, which enhances the company's governance capabilities.
- Board Composition: The new Board of Directors consists of five directors from Rayonier and five from PotlatchDeltic, with Eric J. Cremers serving as Executive Chairman, ensuring stability and continuity in governance post-merger.
- Future Development Plans: The merged company will initially retain the Rayonier name and plans to list on the New York Stock Exchange on February 2, 2026, with intentions to announce a new name and ticker symbol, reflecting the company's long-term strategic planning.
See More
Rayonier Completes Merger with PotlatchDeltic Corporation
- Merger Completion: Rayonier has officially completed its merger with PotlatchDeltic, resulting in a combined company that owns over four million acres of diverse timberland, which is expected to generate significant value for shareholders and stakeholders.
- Leadership Team Composition: The new senior leadership team comprises top talent from both Rayonier and PotlatchDeltic, ensuring a balanced and professional management structure aimed at driving future growth and innovation for the company.
- Board Structure: The new Board of Directors consists of five directors from Rayonier and five from PotlatchDeltic, with Eric J. Cremers serving as Executive Chairman, ensuring stability and continuity in governance post-merger.
- Stock Trading Information: The merged company will retain the Rayonier name and plans to trade under the ticker symbol “RYN” on the New York Stock Exchange starting February 2, 2026, with a new name and ticker to be announced, reflecting the company's ongoing commitment to the market.
See More
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Merger Announcement: Rayonier and PotlatchDeltic have announced the closing of their merger, creating a significant entity in the timberland and wood products industry.
Impact on Industry: The merger is expected to enhance operational efficiencies and expand market reach, positioning the new company as a leader in sustainable forestry practices.
Shareholder Benefits: Shareholders of both companies are anticipated to benefit from increased value and growth opportunities resulting from the merger.
Future Plans: The newly formed company plans to focus on innovation and sustainability in its operations, aiming to meet the growing demand for environmentally responsible products.
See More
S&P MidCap and SmallCap Index Changes Announced
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- MidCap Deletion: Civitas Resources (CIVI) will be removed from the S&P MidCap 400 on the same date, which may impact its stock performance and market confidence, reflecting its relative weakness in the energy sector.
- SmallCap Addition: Amneal Pharmaceuticals (AMRX) will join the S&P SmallCap 600 on January 30, 2026, strengthening its market position in the healthcare industry and likely attracting more investor attention.
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RAYONIER MAY CHOOSE TO RAISE COMMITMENTS UNDER REVOLVING CREDIT FACILITY BY UP TO $200 MILLION UNDER SPECIFIC CONDITIONS
Credit Facility Increase: A new credit facility may increase commitments under certain conditions by a maximum amount of $200 million.
Potential Impact: This increase in commitments could have significant implications for financial operations and liquidity management.
See More
RAYONIER LP: SIGNS SECOND AMENDED AND RESTATED CREDIT AGREEMENT - SEC FILING
- Credit Agreement Update: Rayonier LP has entered into a second amended and restated credit agreement.
- Filing Details: The details of this agreement were disclosed in a recent SEC filing.
See More
Rayonier Completes Merger with PotlatchDeltic Corporation
- Merger Completion: Rayonier has officially completed its merger with PotlatchDeltic, resulting in a combined company that owns over four million acres of diverse timberland, which is expected to generate significant value for shareholders and stakeholders.
- Leadership Team Composition: The new senior leadership team comprises top talent from both Rayonier and PotlatchDeltic, ensuring balanced management and collaboration, which enhances the company's governance capabilities.
- Board Composition: The new Board of Directors consists of five directors from Rayonier and five from PotlatchDeltic, with Eric J. Cremers serving as Executive Chairman, ensuring stability and continuity in governance post-merger.
- Future Development Plans: The merged company will initially retain the Rayonier name and plans to list on the New York Stock Exchange on February 2, 2026, with intentions to announce a new name and ticker symbol, reflecting the company's long-term strategic planning.
See More
Rayonier Completes Merger with PotlatchDeltic Corporation
- Merger Completion: Rayonier has officially completed its merger with PotlatchDeltic, resulting in a combined company that owns over four million acres of diverse timberland, which is expected to generate significant value for shareholders and stakeholders.
- Leadership Team Composition: The new senior leadership team comprises top talent from both Rayonier and PotlatchDeltic, ensuring a balanced and professional management structure aimed at driving future growth and innovation for the company.
- Board Structure: The new Board of Directors consists of five directors from Rayonier and five from PotlatchDeltic, with Eric J. Cremers serving as Executive Chairman, ensuring stability and continuity in governance post-merger.
- Stock Trading Information: The merged company will retain the Rayonier name and plans to trade under the ticker symbol “RYN” on the New York Stock Exchange starting February 2, 2026, with a new name and ticker to be announced, reflecting the company's ongoing commitment to the market.
See More
RAYONIER AND POTLATCHDELTIC CONFIRM COMPLETION OF EQUAL MERGER
Merger Announcement: Rayonier and PotlatchDeltic have announced the closing of their merger, creating a significant entity in the timberland and wood products industry.
Impact on Industry: The merger is expected to enhance operational efficiencies and expand market reach, positioning the new company as a leader in sustainable forestry practices.
Shareholder Benefits: Shareholders of both companies are anticipated to benefit from increased value and growth opportunities resulting from the merger.
Future Plans: The newly formed company plans to focus on innovation and sustainability in its operations, aiming to meet the growing demand for environmentally responsible products.
See More
S&P MidCap and SmallCap Index Changes Announced
- MidCap Addition: TTM Technologies (TTMI) will be added to the S&P MidCap 400 on January 30, 2026, highlighting its recognition in the information technology sector, which is expected to enhance its market liquidity and investor interest.
- MidCap Deletion: Civitas Resources (CIVI) will be removed from the S&P MidCap 400 on the same date, which may impact its stock performance and market confidence, reflecting its relative weakness in the energy sector.
- SmallCap Addition: Amneal Pharmaceuticals (AMRX) will join the S&P SmallCap 600 on January 30, 2026, strengthening its market position in the healthcare industry and likely attracting more investor attention.
- SmallCap Deletion: TTM Technologies (TTMI) will also be removed from the S&P SmallCap 600 on the same date, indicating its poor performance in the small-cap market, which may lead investors to reassess its investment value.
See More
