Rayonier Advanced MaterialsRYAM
About: Rayonier Advanced Materials Inc is engaged in the production of cellulose specialties, a natural polymer used in the manufacturing of various specialty chemical products, including liquid crystal displays, filters, textiles and performance additives for pharmaceutical, food and other industrial applications. The company's products are used in a variety of applications, including cigarette filters, liquid crystal displays, paints, pharmaceuticals, and food. The company operates in the reportable segments of High Purity Cellulose, Paperboard, and High-Yield Pulp. The key revenue is derived from the High Purity Cellulose segment. Geographically, it derives a majority of its revenue from the United States.
Employees: 2,350
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
99% more call options, than puts
Call options by funds: $1.46M | Put options by funds: $733K
46% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 26
6% more funds holding
Funds holding: 180 [Q3] → 191 (+11) [Q4]
5% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 57
0.66% more ownership
Funds ownership: 77.04% [Q3] → 77.7% (+0.66%) [Q4]
3% less capital invested
Capital invested by funds: $434M [Q3] → $423M (-$11.9M) [Q4]
50% less funds holding in top 10
Funds holding in top 10: 2 [Q3] → 1 (-1) [Q4]
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
1 analyst rating
RBC Capital Matthew McKellar 4% 1-year accuracy 1 / 23 met price target | 152%upside $11 | Outperform Maintained | 7 Mar 2025 |
Financial journalist opinion
