Rayonier Advanced Materials (NYSE:RYAM) Releases Earnings Results

Rayonier Advanced Materials (NYSE:RYAM) posted its quarterly earnings results on Tuesday. The basic materials company reported ($0.28) EPS for the quarter, missing the consensus estimate of ($0.09) by ($0.19), Zacks reports. Rayonier Advanced Materials had a negative net margin of 28.65% and a negative return on equity of 18.19%. The company had revenue of $417.00 million for the quarter, compared to analysts’ expectations of $364.07 million.

Rayonier Advanced Materials Price Performance

Shares of NYSE:RYAM opened at $10.95 on Thursday. The stock has a market capitalization of $733.72 million, a P/E ratio of -1.73 and a beta of 2.14. The business has a 50-day moving average of $7.91 and a two-hundred day moving average of $6.92. Rayonier Advanced Materials has a fifty-two week low of $3.35 and a fifty-two week high of $11.05. The company has a debt-to-equity ratio of 2.26, a current ratio of 1.57 and a quick ratio of 0.89.

Institutional Investors Weigh In On Rayonier Advanced Materials

Several institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Nantahala Capital Management LLC lifted its stake in shares of Rayonier Advanced Materials by 252.6% in the fourth quarter. Nantahala Capital Management LLC now owns 1,800,000 shares of the basic materials company’s stock worth $10,602,000 after buying an additional 1,289,490 shares during the last quarter. Charles Schwab Investment Management Inc. grew its stake in Rayonier Advanced Materials by 26.0% in the 4th quarter. Charles Schwab Investment Management Inc. now owns 1,687,949 shares of the basic materials company’s stock valued at $9,942,000 after buying an additional 348,589 shares during the last quarter. Geode Capital Management LLC raised its holdings in Rayonier Advanced Materials by 0.6% in the 4th quarter. Geode Capital Management LLC now owns 1,548,346 shares of the basic materials company’s stock worth $9,122,000 after acquiring an additional 9,234 shares during the period. Millennium Management LLC lifted its position in Rayonier Advanced Materials by 177.3% during the 3rd quarter. Millennium Management LLC now owns 1,359,752 shares of the basic materials company’s stock worth $9,817,000 after acquiring an additional 869,486 shares during the last quarter. Finally, JPMorgan Chase & Co. boosted its holdings in Rayonier Advanced Materials by 62.8% during the fourth quarter. JPMorgan Chase & Co. now owns 968,757 shares of the basic materials company’s stock valued at $5,706,000 after acquiring an additional 373,522 shares during the period. 68.64% of the stock is currently owned by institutional investors and hedge funds.

More Rayonier Advanced Materials News

Here are the key news stories impacting Rayonier Advanced Materials this week:

• Positive Sentiment: Management set explicit 2026 targets: move to positive free cash flow and “substantial” EBITDA growth via pricing and portfolio initiatives — a concrete turnaround plan that likely drove the rally. Rayonier Advanced Materials targets positive free cash flow and substantial EBITDA growth in 2026 through pricing and portfolio initiatives
• Positive Sentiment: Top-line beat: Q4 revenue of about $417M exceeded consensus (street estimates in the mid-$360M–$375M range), showing demand/revenue resilience despite a tough year. Compared to Estimates, Rayonier Advanced Materials (RYAM) Q4 Earnings: A Look at Key Metrics
• Neutral Sentiment: Management discussed pricing, portfolio optimization, cost discipline and capex priorities on the earnings call and slide deck — these are implementation items investors will watch for delivery. RYAM Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Mixed institutional activity: some funds added sizable positions while others trimmed — signals both conviction and caution among large holders. Monitor 13F updates for direction. Quiver Quant institutional activity and Q4 summary
• Negative Sentiment: Q4 EPS missed materially: GAAP/adjusted EPS and net results were negative (reported loss per share larger than consensus), and the company still showed negative net margin and negative ROE — results that explain continued near‑term profit concerns. RYAM Q4 results and conference call links
• Negative Sentiment: Cash generation and balance‑sheet pressure: operating cash and cash balances declined year‑over‑year, capex remains, and leverage is elevated — execution risk remains if pricing/portfolio moves take longer to translate into cash. Business Wire: RYAM Reports Fourth Quarter 2025 Results

Wall Street Analyst Weigh In

A number of research analysts have commented on the company. Weiss Ratings restated a “sell (d-)” rating on shares of Rayonier Advanced Materials in a research note on Thursday, January 22nd. Zacks Research raised Rayonier Advanced Materials from a “strong sell” rating to a “hold” rating in a research note on Tuesday, November 11th. Finally, Wall Street Zen raised Rayonier Advanced Materials from a “sell” rating to a “hold” rating in a research note on Saturday, February 21st. One analyst has rated the stock with a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus price target of $6.00.

Rayonier Advanced Materials Company Profile

Rayonier Advanced Materials, Inc is a publicly traded specialty bioproducts company focused on the production of high-purity cellulose and engineered wood products. Headquartered in Jacksonville, Florida, the company operates a network of manufacturing facilities across North America, New Zealand and Europe. Its cellulose specialties business produces dissolving pulps and high-purity fibers that serve a range of end markets, including food and beverage, personal care, pharmaceuticals and textiles.