JOE

St Joe Company

JOE.US joe.com
65.86
+1.96 (+3.07%)
USD · NYSE
52-week range
45.92
73.02
Trading at 74% of the 52-week range
Market Cap
3.64B
P/E Ratio
30.00
Forward P/E
50.25
Book Value
13.41
Div. Yield
0.97%
% Institutions
89.02%
% Insiders
0.356%

1 Year

+26.4%

3 Year

+14.5%

10 Year

+294.3%
Description

The St. Joe Company, together with its subsidiaries, operates as a real estate development, asset management, and operating company in the United States. It operates through three segments: Residential, Hospitality, and Commercial. The Residential segment engages in the development of communities into homesites for sale to homebuilders and on a limited basis to retail customers. This segment primarily sells developed homesites, completed homes, parcels of entitled or undeveloped land or homesites, and a homesite residual on homebuilder, as well as offers marketing services. Its Hospitality segment owns and operates a private membership club, golf courses, beach clubs, retail outlets, marinas, and other entertainment assets. This segment also engages in the hotel, food and beverage, and gulf-front vacation rental operations, as well as provides management services. The Commercial segment engages in leasing of commercial property, multi-family, a senior living community, and other assets. This segment also involved in the planning, development, entitlement, management, and sale of commercial and rural land holdings for retail, office, hotel, senior living, multi-family, self-storage, and industrial uses; and grows and sells pulpwood, sawtimber, and other forest products, as well as operates real estate brokerage, title insurance agency and insurance agency business. The St. Joe Company was incorporated in 1936 and is based in Panama City Beach, Florida.

Company Information

Company Name
St Joe Company
Sector
Real Estate
Industry
Real Estate - Diversified
Exchange
NYSE
ISIN: US7901481009
CIK: 0000745308
CUSIP: 790161103
Currency: USD
Full Time Employees: 906
Phone: 850 231 6400
Website: joe.com
Fiscal Year End: December
IPO Date: Mar 10, 1992
Description:

The St. Joe Company, together with its subsidiaries, operates as a real estate development, asset management, and operating company in the United States. It operates through three segments: Residential, Hospitality, and Commercial. The Residential segment engages in the development of communities into homesites for sale to homebuilders and on a limited basis to retail customers. This segment primarily sells developed homesites, completed homes, parcels of entitled or undeveloped land or homesites, and a homesite residual on homebuilder, as well as offers marketing services. Its Hospitality segment owns and operates a private membership club, golf courses, beach clubs, retail outlets, marinas, and other entertainment assets. This segment also engages in the hotel, food and beverage, and gulf-front vacation rental operations, as well as provides management services. The Commercial segment engages in leasing of commercial property, multi-family, a senior living community, and other assets. This segment also involved in the planning, development, entitlement, management, and sale of commercial and rural land holdings for retail, office, hotel, senior living, multi-family, self-storage, and industrial uses; and grows and sells pulpwood, sawtimber, and other forest products, as well as operates real estate brokerage, title insurance agency and insurance agency business. The St. Joe Company was incorporated in 1936 and is based in Panama City Beach, Florida.

Address:

130 Richard Jackson Boulevard, Panama City Beach, FL, United States, 32407

People

Directors & Officers

Name Title Year Born
Mr. Jorge Luis Gonzalez President, CEO, COO & Chairman of the Board 1965
Mr. Marek Bakun Executive VP & CFO 1972
Ms. K. Rhea Goff Senior VP, Chief Administrative Officer & Non-Independent Director 1981
Ms. Elizabeth J. Walters Esq., J.D. Senior VP, Chief Legal Officer & Secretary 1964
Mr. David S. Harrelson Senior Vice President of Timberland 1956
Mr. Patrick W. Murphy Senior Vice President of Hospitality 1971
Ms. Diane Hausler Senior Vice President NA
Mr. L. Park Brady Jr. Special Advisor 1948

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Mar 17, 2026 Bruce R Berkowitz N/A Sale 21.10K $72.22 $1.52M
Mar 04, 2026 Bruce R Berkowitz N/A Sale 1.40K $73.50 $102.90K
Mar 03, 2026 Bruce R Berkowitz N/A Sale 8.80K $73.14 $643.63K
Mar 02, 2026 Bruce R Berkowitz N/A Sale 11.20K $72.64 $813.57K
Feb 27, 2026 Bruce R Berkowitz N/A Sale 19.00K $71.85 $1.37M
Feb 20, 2026 Bruce R Berkowitz N/A Sale 1.00K $71.51 $71.51K
Feb 19, 2026 Bruce R Berkowitz N/A Sale 3.90K $71.01 $276.94K
Feb 18, 2026 Bruce R Berkowitz N/A Sale 11.10K $71.27 $791.10K
Jan 16, 2026 Bruce R Berkowitz N/A Sale 13.90K $65.50 $910.45K
Jan 15, 2026 Bruce R Berkowitz N/A Sale 87.70K $65.51 $5.75M
Dec 17, 2025 Bruce R Berkowitz N/A Sale 6.10K $62.00 $378.20K
Dec 16, 2025 Bruce R Berkowitz N/A Sale 6.80K $62.18 $422.82K
Dec 15, 2025 Bruce R Berkowitz N/A Sale 59.00K $62.37 $3.68M
Sep 05, 2025 Bruce R Berkowitz N/A Sale 104.10K $51.08 $5.32M
Aug 28, 2025 Bruce R Berkowitz N/A Sale 25.30K $51.00 $1.29M
Aug 22, 2025 Bruce R Berkowitz N/A Sale 81.00K $50.46 $4.09M
Aug 19, 2025 Bruce R Berkowitz N/A Sale 29.00K $50.17 $1.45M
Aug 15, 2025 Bruce R Berkowitz N/A Sale 26.00K $50.31 $1.31M
Aug 14, 2025 Bruce R Berkowitz N/A Sale 44.00K $50.72 $2.23M
Aug 13, 2025 Bruce R Berkowitz N/A Sale 167.50K $51.44 $8.62M

Shareholders

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
Fairholme Capital Management LLC 18.18M Jun 30, 2026 31.94% $76.43 -5.35%
BlackRock Inc 5.98M Mar 31, 2026 10.51% $0.01 -0.31%
Vanguard Portfolio Management, LLC 3.84M Mar 31, 2026 6.74% $0.01 0.00%
Vanguard Capital Management, LLC 1.80M Mar 31, 2026 3.16% $0.00 0.00%
State Street Corp 1.49M Mar 31, 2026 2.61% $0.00 3.84%
Dimensional Fund Advisors, Inc. 1.35M Jun 30, 2026 2.38% $0.02 2.63%
Select Equity Group LP 1.34M Jun 30, 2026 2.36% $0.42 5.18%
Geode Capital Management, LLC 1.02M Mar 31, 2026 1.79% $0.00 2.25%
Praetorian PR LLC 675.00K Mar 31, 2026 1.19% $15.42 2.27%
FMR Inc 651.70K Mar 31, 2026 1.14% $0.00 -2.51%
Horizon Asset Management Inc/ny 542.61K Mar 31, 2026 0.95% $0.37 -2.20%
First Trust Advisors L.P. 533.47K Jun 30, 2026 0.94% $0.02 318.22%
Nitor Capital Management LLC 527.60K Mar 31, 2026 0.93% $25.51 -1.46%
Gabelli Funds LLC 505.40K Jun 30, 2026 0.89% $0.20 -2.88%
Gamco Investors, Inc. Et Al 467.17K Jun 30, 2026 0.82% $0.26 -0.92%
Morgan Stanley - Brokerage Accounts 462.14K Mar 31, 2026 0.81% $0.00 16.67%
Northern Trust Corp 453.61K Mar 31, 2026 0.80% $0.00 9.98%
Victory Capital Management Inc. 409.95K Jun 30, 2026 0.72% $0.01 -6.05%
Punch & Associates Inv Mgmt Inc 376.86K Jun 30, 2026 0.66% $1.17 0.00%
Charles Schwab Investment Management Inc 370.40K Mar 31, 2026 0.65% $0.00 1.75%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 iShares Core S&P Small-Cap ETF 2.41M 4.24% ▲ 0.03% Aug 31, 2026
2 Vanguard Real Estate Index Investor 1.42M 2.50% ▼ 0.10% Jul 31, 2026
3 Vanguard MStar Total Stk Mkt Idx Invest 1.28M 2.25% ▲ 0.38% Jul 31, 2026
4 iShares Russell 2000 ETF 998.02K 1.75% ▼ 0.57% Aug 31, 2026
5 Vanguard Small Cap Index 923.74K 1.62% ▲ 0.17% Jul 31, 2026
6 Fidelity Dividend Growth 641.90K 1.13% ▲ 0.00% Jul 31, 2026
7 Vanguard MStar Small Cap Growth Indx Inv 537.24K 0.94% ▲ 0.98% Jul 31, 2026
8 Vanguard Institutional Extnd Mkt Idx Tr 457.09K 0.80% ▲ 0.53% Jul 31, 2026
9 Fidelity Small Cap Index 421.23K 0.74% ▲ 11.33% Jun 30, 2026
10 1290 VT GAMCO Small Company Value IB 413.00K 0.73% ▲ 0.00% Jul 31, 2026

Financial Highlights

Market Cap: $3.64B
EBITDA: $211.46M
P/E Ratio: $30.00
PEG Ratio: $-2.72
Book Value: $13.41
Dividend/Share: $0.62
Dividend Yield: 0.97%
Earnings/Share: $2.13
Profit Margin: 22.46%
Operating Margin: 34.49%
ROA (TTM): 6.76%
ROE (TTM): 16.25%
Revenue (TTM): $547.84M
Revenue/Share (TTM): $9.52
Earnings Growth (YOY): 39.20%
Revenue Growth (YOY): 23.00%

Valuation Metrics

Enterprise Value: $4.07B
Trailing P/E: 30.00
Forward P/E: 50.25

Shares Statistics

Shares Outstanding: 56.93M
Shares Float: 54.80M
% Insiders: 0.356%
% Institutions: 89.02%
Short % Float: 4.33%

Stock Price History

1 Year Price History

3 Years Price History

10 Years Price History

Financial Charts

Revenue, Net Income & Operating Cash Flow (Yearly)

Revenue, Net Income & Operating Cash Flow (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Income Statement Waterfall

Open full waterfall
Line Item
Step Type
Value
Revenue
adjust
$513.32M
Cost of Goods Sold
adjust
$-35.81M
Gross Profit
subtotal
$477.51M
SG&A
adjust
$-6.58M
Other Operating Expense
adjust
$-324.68M
Operating Income
subtotal
$146.25M
Other / Non-Operating Items
adjust
$-30.63M
Net Income
subtotal
$115.63M

Earnings Per Share (EPS) History

Financial Ratios

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