RYAMNYSEPulp MillsFiscal year ends December 31
RAYONIER ADVANCED MATERIALS INC.
Financials through Q2 FY2026, quarter ended Jun 27, 2026Last filing: 10-Q on Aug 5, 2026
$6.87−0.12 (-1.72%)
Close on Oct 19, 2026
- Market cap
- $463.80M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
79.8%
54M of 68M shares
Institutional holders
188
39 new, 21 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
0 buys · 1 sales
Net sold $17.63K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Condire Management, LP | 6,356,130 | 9.73% | 13G (passive) amendment | Dec 31, 2023 |
| BlackRock, Inc. | 4,699,891 | 7.10% | 13G (passive) amendment | Mar 31, 2025 |
| AIPCF VIII (Cayman), L.P. | 3,400,000 | 5.07% | 13D (active) | Feb 20, 2026 |
| AIPCF VIII Credit Opportunity Holding LP | 3,400,000 | 5.04% | 13D (active) amendment | Jul 14, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of RYAM | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Condire Management, LP | 6,358,877 | 9.40% | $49.98M | – | 5.30% |
| BlackRock, Inc. | 4,762,969 | 7.04% | $37.44M | +86,597 | 0.00% |
| Aip, LLC | 3,400,000 | 5.03% | $26.72M | – | 28.07% |
| Nantahala Capital Management, LLC | 3,395,452 | 5.02% | $26.69M | +1,795,452 | 0.44% |
| Dimensional Fund Advisors LP | 3,298,912 | 4.88% | $25.93M | −195,879 | 0.00% |
| Maple Rock Capital Partners Inc. | 3,256,889 | 4.81% | $25.60M | – | 0.50% |
| Vanguard Capital Management LLC | 2,887,509 | 4.27% | $22.70M | +92,231 | 0.00% |
| Geode Capital Management, LLC | 1,652,334 | 2.44% | $12.99M | +55,143 | 0.00% |
| D. E. Shaw & Co., Inc. | 1,642,553 | 2.43% | $12.91M | +48,498 | 0.01% |
| Renaissance Technologies LLC | 1,559,314 | 2.31% | $12.26M | −66,000 | 0.02% |
| American Century Companies Inc | 1,559,199 | 2.31% | $12.26M | −946,154 | 0.01% |
| State Street Corp | 1,404,835 | 2.08% | $11.04M | +45,967 | 0.00% |
| JPMorgan Chase & Co | 1,252,297 | 1.85% | $9.91M | +142,932 | 0.00% |
| Morgan Stanley | 1,217,596 | 1.80% | $9.57M | −4,670 | 0.00% |
| Charles Schwab Investment Management Inc | 1,127,484 | 1.67% | $8.86M | −473,072 | 0.00% |
| Goldman Sachs Group Inc | 792,426 | 1.17% | $6.23M | +409,430 | 0.00% |
| Vanguard Portfolio Management LLC | 683,016 | 1.01% | $5.37M | +311,170 | 0.00% |
| Bridgeway Capital Management, LLC | 670,363 | 0.99% | $5.27M | −33,185 | 0.09% |
| K2 Principal Fund, L.P. | 615,738 | 0.91% | $4.84M | +295,338 | 0.35% |
| Northern Trust Corp | 599,197 | 0.89% | $4.71M | +69,924 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 188 | 54M | 79.8% | 39 / 59 | 48 / 21 | 8M | 7M |
| Q1 2026 | 171 | 53M | 78.9% | 41 / 42 | 49 / 25 | 17M | 5M |
| Q4 2025 | 158 | 45M | 66.1% | 25 / 47 | 51 / 18 | 4M | 4M |
| Q3 2025 | 153 | 45M | 66.6% | 37 / 33 | 47 / 40 | 6M | 8M |
| Q2 2025 | 156 | 47M | 69.8% | 19 / 44 | 63 / 42 | 4M | 7M |
| Q1 2025 | 181 | 51M | 75.2% | 22 / 71 | 56 / 30 | 5M | 5M |
| Q4 2024 | 193 | 51M | 75.8% | 39 / 60 | 58 / 26 | 4M | 4M |
| Q3 2024 | 180 | 51M | 75.8% | 47 / 57 | 41 / 19 | 12M | 5M |
| Q2 2024 | 154 | 49M | 72.7% | 34 / 51 | 41 / 22 | 4M | 5M |
| Q1 2024 | 143 | 50M | 74.0% | 16 / 37 | 49 / 20 | 8M | 4M |
| Q4 2023 | 148 | 46M | 67.8% | 25 / 35 | 57 / 17 | 6M | 10M |
| Q3 2023 | 141 | 50M | 73.5% | 13 / 47 | 46 / 36 | 7M | 10M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of RYAM | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 2,031,644 | 3.00% | $15.97M | 0.00% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 1,641,109 | 2.43% | $15.02M | 0.06% | May 31, 2026 |
| iShares Russell 2000 ETF | 1,631,904 | 2.41% | $12.83M | 0.02% | Jun 30, 2026 |
| Schwab Fundamental U.S. Small Company ETF | 991,965 | 1.47% | $9.08M | 0.10% | May 31, 2026 |
| Vanguard Extended Market Index Fund | 789,847 | 1.17% | $6.21M | 0.01% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 721,547 | 1.07% | $6.46M | 0.03% | Jul 31, 2026 |
| Fidelity Small Cap Index Fund | 679,552 | 1.00% | $6.08M | 0.02% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 581,994 | 0.86% | $4.57M | 0.03% | Jun 30, 2026 |
| EA Bridgeway Omni Small-Cap Value ETF | 399,272 | 0.59% | $3.14M | 0.13% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 348,125 | 0.51% | $3.19M | 0.01% | May 31, 2026 |
| Vanguard Russell 2000 Index Fund | 331,344 | 0.49% | $3.03M | 0.02% | May 31, 2026 |
| U.S. Small Cap Portfolio | 300,348 | 0.44% | $2.69M | 0.01% | Jul 31, 2026 |
| Dimensional US Small Cap Value ETF | 295,180 | 0.44% | $2.64M | 0.03% | Jul 31, 2026 |
| Omni Small-Cap Value Fund | 246,091 | 0.36% | $1.93M | 0.15% | Jun 30, 2026 |
| U.S. Micro Cap Portfolio | 235,767 | 0.35% | $2.11M | 0.03% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Daniel M. Krawczyk | CEO and President, Director | – | – | Jun 30, 2026 |
| Scott McDougald Sutton | President and CEO, Director | – | – | Mar 3, 2026 |
| DeLyle W. Bloomquist | President and CEO, Director | 539,557 | 0.80% | Aug 14, 2025 |
| Timothy Andrew Brown | Vice President, IT | 10,208 | 0.02% | Aug 31, 2026 |
| Christopher W. Sittard | Vice President, Sourcing | – | – | Aug 31, 2026 |
| Michael D. Osborne | Vice President, Manufacturing | 58,766 | 0.09% | Aug 31, 2026 |
| Christian Antoine Lucien Ribeyrolle | SVP, High Purity Cellulose | 51,477 | 0.08% | Aug 31, 2026 |
| Kenneth James Duffy | SVP, Paperboard/HYP | 26,880 | 0.04% | Aug 31, 2026 |
| Marcus J. Moeltner | CFO and SVP, Finance | 186,803 | 0.28% | Aug 31, 2026 |
| Marie Manon Lise Gingras | Vice President, Human Resource | 17,217 | 0.03% | Aug 31, 2026 |
| Richard Colby Slaughter | SVP, GC & Corp Sec | 103,937 | 0.15% | Mar 5, 2026 |
| Jared Timothy Rollins | CAO & VP, Corporate Controller | 25,402 | 0.04% | Mar 5, 2026 |
| Joshua C. Hicks | SVP, High Purity Cellulose | 249,946 | 0.37% | Mar 6, 2025 |
| James L. Posze Jr | CAO & SVP, Human Resources | 248,786 | 0.37% | Mar 6, 2025 |
| Gabriela Garcia | CAO, VP, Corporate Controller | 31,832 | 0.05% | Mar 6, 2025 |
| Whitney K. McGuire | VP, Asst General Counsel | 22,102 | 0.03% | Mar 6, 2025 |
| Lisa M. Palumbo | Director | 189,261 | 0.28% | Aug 11, 2026 |
| Julie Dill | Director | 180,551 | 0.27% | May 15, 2026 |
| Charles R. Eggert | Director | 79,984 | 0.12% | May 15, 2026 |
| Bryan D. Yokley | Director | 53,381 | 0.08% | May 15, 2026 |
| James F. Kirsch | Director | 156,355 | 0.23% | May 15, 2026 |
| Eric Bowen | Director | 39,575 | 0.06% | May 15, 2026 |
| Ivona Smith | Director | 127,042 | 0.19% | May 15, 2026 |
| David C. Mariano | Director | 945,042 | 1.40% | May 15, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Lisa M. Palumbo Director | Aug 7, 2026 | Sale | −1,931.49 | $9.13 | $17.63K | 0 |
| Julie Dill Director | May 14, 2026 | Option exercise | +16,429 | – | – | 180,551 |
| James F. Kirsch Director | May 14, 2026 | Option exercise | +16,429 | – | – | 156,355 |
| Lisa M. Palumbo Director | May 14, 2026 | Option exercise | +16,429 | – | – | 188,592 |
| Bryan D. Yokley Director | May 14, 2026 | Option exercise | +16,429 | – | – | 53,381 |
| Ivona Smith Director | May 14, 2026 | Option exercise | +16,429 | – | – | 127,042 |
| David C. Mariano Director | May 14, 2026 | Option exercise | +16,429 | – | – | 945,042 |
| Charles R. Eggert Director | May 14, 2026 | Option exercise | +16,429 | – | – | 79,984 |
| Eric Bowen Director | May 14, 2026 | Option exercise | +16,429 | – | – | 39,575 |
| Marie Manon Lise Gingras Vice President, Human Resource | Mar 3, 2026 | Tax withholding | −570 | $9.37 | $5.34K | 17,217 |
| Marie Manon Lise Gingras Vice President, Human Resource | Mar 3, 2026 | Award | +1,920 | – | – | 17,787 |
| Richard Colby Slaughter SVP, GC & Corp Sec | Mar 3, 2026 | Tax withholding | −4,206 | $9.37 | $39.41K | 103,365 |
| Richard Colby Slaughter SVP, GC & Corp Sec | Mar 3, 2026 | Award | +17,273 | – | – | 107,571 |
| Michael D. Osborne Vice President, Manufacturing | Mar 3, 2026 | Tax withholding | −3,264 | $9.37 | $30.58K | 58,766 |
| Michael D. Osborne Vice President, Manufacturing | Mar 3, 2026 | Award | +13,434 | – | – | 62,030 |
| Jared Timothy Rollins CAO & VP, Corporate Controller | Mar 3, 2026 | Tax withholding | −732 | $9.37 | $6.86K | 20,526 |
| Jared Timothy Rollins CAO & VP, Corporate Controller | Mar 3, 2026 | Award | +2,468 | – | – | 21,258 |
| Kenneth James Duffy SVP, Paperboard/HYP | Mar 3, 2026 | Tax withholding | −2,180 | $9.37 | $20.43K | 26,880 |
| Kenneth James Duffy SVP, Paperboard/HYP | Mar 3, 2026 | Award | +4,113 | – | – | 29,060 |
| Timothy Andrew Brown Vice President, IT | Mar 3, 2026 | Award | +2,058 | – | – | 10,208 |
| Timothy Andrew Brown Vice President, IT | Mar 3, 2026 | Tax withholding | −611 | $9.37 | $5.73K | 9,597 |
| Christian Antoine Lucien Ribeyrolle SVP, Biomaterials | Mar 3, 2026 | Award | +4,113 | – | – | 51,477 |
| Marcus J. Moeltner CFO and SVP, Finance | Mar 3, 2026 | Award | +26,866 | – | – | 214,290 |
| Marcus J. Moeltner CFO and SVP, Finance | Mar 3, 2026 | Tax withholding | −10,572 | $9.37 | $99.06K | 203,718 |
| Marcus J. Moeltner CFO and SVP, Finance | Mar 1, 2026 | Tax withholding | −10,366 | $9.47 | $98.17K | 186,803 |
| Richard Colby Slaughter SVP, GC & Corp Sec | Mar 1, 2026 | Tax withholding | −4,480 | $9.47 | $42.43K | 89,595 |
| Christian Antoine Lucien Ribeyrolle SVP, Biomaterials | Mar 1, 2026 | Option exercise | +8,940 | – | – | 47,364 |
| Kenneth James Duffy SVP, Paperboard/HYP | Mar 1, 2026 | Option exercise | +8,940 | – | – | 29,686 |
| Kenneth James Duffy SVP, Paperboard/HYP | Mar 1, 2026 | Tax withholding | −4,739 | $9.47 | $44.88K | 24,947 |
| Timothy Andrew Brown Vice President, IT | Mar 1, 2026 | Tax withholding | −1,326 | $9.47 | $12.56K | 8,150 |
| Timothy Andrew Brown Vice President, IT | Mar 1, 2026 | Option exercise | +4,470 | – | – | 9,476 |
| Marie Manon Lise Gingras Vice President, Human Resource | Mar 1, 2026 | Option exercise | +4,172 | – | – | 17,104 |
| Marie Manon Lise Gingras Vice President, Human Resource | Mar 1, 2026 | Tax withholding | −1,237 | $9.47 | $11.71K | 15,867 |
| Jared Timothy Rollins CAO & VP, Corporate Controller | Mar 1, 2026 | Tax withholding | −1,591 | $9.47 | $15.07K | 18,790 |
| Jared Timothy Rollins CAO & VP, Corporate Controller | Mar 1, 2026 | Option exercise | +5,364 | – | – | 20,381 |
| Richard Colby Slaughter SVP, GC & Corp Sec | Mar 1, 2026 | Tax withholding | −3,777 | $9.47 | $35.77K | 90,298 |
| Richard Colby Slaughter SVP, GC & Corp Sec | Mar 1, 2026 | Option exercise | +16,091 | – | – | 94,075 |
| Michael D. Osborne Vice President, Manufacturing | Mar 1, 2026 | Option exercise | +12,515 | – | – | 52,261 |
| Michael D. Osborne Vice President, Manufacturing | Mar 1, 2026 | Tax withholding | −3,665 | $9.47 | $34.71K | 48,596 |
| Marcus J. Moeltner CFO and SVP, Finance | Mar 1, 2026 | Option exercise | +25,030 | – | – | 197,169 |
| Marcus J. Moeltner CFO and SVP, Finance | Mar 1, 2026 | Tax withholding | −9,745 | $9.47 | $92.29K | 187,424 |
| DeLyle W. Bloomquist President and CEO, Director | Aug 12, 2025 | Buy | +53,533 | $4.71 | $252.14K | 539,557 |
| DeLyle W. Bloomquist President and CEO, Director | May 16, 2025 | Buy | +63,291 | $3.95 | $250.00K | 486,024 |
| Bryan D. Yokley Director | May 16, 2025 | Option exercise | +16,429 | – | – | 36,952 |
| David C. Mariano Director | May 16, 2025 | Option exercise | +16,429 | – | – | 928,613 |
| Lisa M. Palumbo Director | May 16, 2025 | Option exercise | +16,429 | – | – | 172,163 |
| Charles R. Eggert Director | May 16, 2025 | Option exercise | +16,429 | – | – | 63,555 |
| Julie Dill Director | May 16, 2025 | Option exercise | +16,429 | – | – | 164,122 |
| Ivona Smith Director | May 16, 2025 | Option exercise | +16,429 | – | – | 110,613 |
| James F. Kirsch Director | May 16, 2025 | Option exercise | +16,429 | – | – | 139,926 |
| Eric Bowen Director | May 14, 2025 | Option exercise | +10,646 | – | – | 23,146 |
| Michael D. Osborne Vice President, Manufacturing | Apr 10, 2025 | Option exercise | +26,270 | – | – | 46,143 |
| Michael D. Osborne Vice President, Manufacturing | Apr 10, 2025 | Tax withholding | −6,397 | $4.76 | $30.45K | 39,746 |
| Joshua C. Hicks SVP, High Purity Cellulose | Mar 4, 2025 | Tax withholding | −13,154 | $7.48 | $98.39K | 249,946 |
| Joshua C. Hicks SVP, High Purity Cellulose | Mar 4, 2025 | Award | +54,013 | – | – | 263,100 |
| DeLyle W. Bloomquist President and CEO, Director | Mar 4, 2025 | Award | +243,079 | – | – | 518,385 |
| DeLyle W. Bloomquist President and CEO, Director | Mar 4, 2025 | Tax withholding | −95,652 | $7.48 | $715.48K | 422,733 |
| Richard Colby Slaughter SVP, GC & Corp Sec | Mar 4, 2025 | Tax withholding | −7,094 | $7.48 | $53.06K | 77,984 |
| Richard Colby Slaughter SVP, GC & Corp Sec | Mar 4, 2025 | Award | +29,172 | – | – | 85,078 |
| Kenneth James Duffy SVP, Paperboard/HYP | Mar 4, 2025 | Award | +10,458 | – | – | 26,290 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| K. McGuire Liv Trust Whitney Former Affiliate | Sep 19, 2025 | 11,051 | $79.01K | Sep 19, 2025 | Performance Stock Units |