A Look At St. Joe (JOE) Valuation After Recent Share Price Weakness
St. Joe (JOE) has experienced recent share price weakness, falling about 7% in the past month and 11% in the past three months, despite strong long-term returns. The company's P/E ratio of 32.6x is higher than its peers and the US Real Estate industry average, suggesting it might be overvalued based on earnings. However, a Discounted Cash Flow (DCF) model indicates the stock could be undervalued by 47.2%, creating a mixed valuation picture for investors.
A Look At St. Joe (JOE) Valuation After Recent Share Price Weakness
St. Joe (JOE) has experienced recent share price weakness, falling about 7% in the past month and 11% in the last three months, despite strong long-term returns. While its P/E ratio suggests it is overvalued compared to peers and the industry, a Discounted Cash Flow (DCF) model indicates it may be undervalued by 47.2%. Investors are left with a mixed picture to consider regarding the company's valuation.
The St. Joe Company (JOE) Shareholder/Analyst Call - Slideshow (NYSE:JOE)
This article announces that The St. Joe Company has published a slide deck related to a shareholder/analyst call held on May 15, 2026. The slide deck contains information presented during the event for investors and analysts. The content is provided by SA Transcripts, which specializes in publishing earnings call transcripts.
St. Joe Company (The) Common Stock (NY: JOE)
This page provides recent news headlines related to The St. Joe Company (NYSE: JOE). The news items, sourced primarily from Business Wire, cover numerous
St. Joe (NYSE: JOE) investors approve 2026 board slate, auditor and pay
The St. Joe Company (NYSE: JOE) announced the results of its 2026 Annual Meeting of Shareholders. Investors approved the election of six director nominees, ratified GRANT THORNTON LLP as the independent accounting firm for the 2026 fiscal year, and, on an advisory basis, approved the compensation of named executive officers. All proposals received significant shareholder support, as detailed in the company's 8-K filing.
St. Joe Company (The) Common Stock (NYSE:JOE) Stock Quote
This article provides a stock quote and recent news for The St. Joe Company (NYSE: JOE). It details current stock performance, trading volume, bid/ask prices, and 52-week range, along with a list of news headlines including earnings reports, dividend announcements, and company developments. The FAQ section confirms that St. Joe Company Common Stock is publicly traded on the New York Stock Exchange.
St. Joe Highlights Growth Strategy and Capital Allocation Focus
The St. Joe Company outlined its growth strategy at its annual shareholders meeting, focusing on expanding recurring income, scaling residential communities, and balancing capital allocation. The company emphasized efficient overhead, a structured land pipeline, and strong historical financial growth. Despite a "Neutral" rating from TipRanks' AI Analyst due to valuation and volatility, the strategy aims for long-term repeatable revenue streams from its extensive Florida land holdings.
The St. Joe Company Hosts 2026 Annual Meeting of Shareholders
The St. Joe Company (NYSE: JOE) held its 2026 Annual Meeting of Shareholders on May 12, 2026, at Camp Creek® Inn in Inlet Beach, Florida, followed by a reception. President, CEO, and Chairman Jorge Gonzalez highlighted the event as an opportunity for shareholders to interact with the team and experience the company's growing asset portfolio on the Emerald Coast firsthand. The presentation from the meeting is available for viewing online.
Number of shareholders of St. Joe Company – LSE:0A7U
The article provides a title indicating it will discuss the number of shareholders for St. Joe Company (LSE:0A7U). However, the content provided is largely navigation and boilerplate text from TradingView, without the actual shareholder data. It outlines the general structure of a financial insights page on TradingView.
The St. Joe Company Hosts 2026 Annual Meeting of Shareholders
The St. Joe Company (NYSE: JOE) held its 2026 Annual Meeting of Shareholders on May 12, 2026, in Inlet Beach, Florida, at its Camp Creek Inn. The meeting provided shareholders with an opportunity to interact with the company's team and experience its market firsthand, followed by a reception at the Watersound Beach Club. President, CEO, and Chairman of the Board Jorge Gonzalez encouraged investors to visit the region to personally experience the company's growing asset portfolio along the Emerald Coast.
The St. Joe Company Hosts 2026 Annual Meeting of Shareholders
The St. Joe Company held its 2026 Annual Meeting of Shareholders on May 12, 2026, at the Camp Creek® Inn in Inlet Beach, Florida, followed by a reception. President, CEO, and Chairman Jorge Gonzalez encouraged investors to experience the company's growing asset portfolio firsthand along the Emerald Coast. The company also released a presentation for shareholders detailing its real estate development and asset management activities in Northwest Florida.
The St. Joe Company Hosts 2026 Annual Meeting of Shareholders
The St. Joe Company recently held its 2026 Annual Meeting of Shareholders in Inlet Beach, Florida, at its Camp Creek Inn. The meeting provided shareholders with an opportunity to interact with company leadership and experience its market firsthand. A presentation from the meeting is available for viewing.
BRUCE BERKOWITZ Implements A Sell Strategy: Offloads $7.63M In St. Joe Stock
BRUCE BERKOWITZ, a 10% owner of St. Joe (NYSE: JOE), sold 115,700 shares valued at $7.63 million on May 12, as per an SEC Form 4 filing. The article highlights St. Joe's financials, including a 5.15% revenue growth, a 38.31% gross margin, and an EPS of 0.24, alongside its debt-to-equity ratio and valuation metrics. It also explains the significance of insider transactions for investors.
Major Investor Makes Bold Move With St. Joe Company Shares
Bruce Berkowitz, a significant shareholder in St. Joe Company (JOE), recently sold 115,700 shares valued at over $7.6 million, marking a notable change in his holdings. This transaction coincides with a mixed fundamental picture for JOE stock, characterized by strong recurring revenue and margin expansion, balanced against earnings volatility due to joint-venture income drops and project delays. TipRanks' AI Analyst, Spark, rates JOE as Neutral, citing strong performance but also weak technicals and a demanding valuation.
Insider Sell Alert: Funds Fairholme Sells Shares of The St. Joe Co (JOE)
Funds Fairholme, a 10% Owner of The St. Joe Co (JOE), sold 115,700 shares on May 11, 2026, reducing their holdings to 606,866 shares. This transaction is part of a pattern of 13 insider sells and no buys over the past year for JOE. The stock is currently trading at $65.94, with a price-to-GF-Value ratio of 0.91, suggesting it is modestly undervalued according to GuruFocus's intrinsic value estimate.
Bruce R. Berkowitz and Fairholme Funds sell $7.6m of St Joe stock
Bruce R. Berkowitz and Fairholme Funds Inc. reported the sale of approximately $7.63 million worth of ST JOE Co (NASDAQ:JOE) common stock between May 8 and May 11, 2026, selling a total of 115,700 shares. Despite these sales, Fairholme Funds and Berkowitz still hold significant shares, and ST JOE Co recently reported a 5% revenue increase in Q1 2026, though net income declined by 21%. The company maintains a strong Piotroski Score of 9, indicating robust financial health.
Transcript : The St. Joe Company - Shareholder/Analyst Call
The article contains a transcript from The St. Joe Company's Shareholder/Analyst Call, published on May 12, 2026, at 11:50 am EDT. The call begins with executive Jorge Gonzalez welcoming attendees. The full transcript is reserved for subscribers according to Marketscreener.
St. Joe Company (NYSE: JOE) furnishes investor presentation for 2026 shareholder meeting
The St. Joe Company (NYSE: JOE) has furnished an investor presentation for its 2026 Annual Shareholders Meeting on May 12, 2026. This presentation provides details on the company's business strategy, financial performance including growth in investment, revenue, EBITDA, net income, and EPS, and outlines future land holdings and development plans. The information is provided under Regulation FD as an Item 7.01 disclosure, meaning it is "furnished" rather than "filed" with the SEC.
St. Joe (JOE) Earnings Date and Reports 2026 $JOE
St. Joe (JOE) reported Q1 2026 earnings on April 29, 2026, with an EPS of $0.24 and revenue of $99.04 million. The company's next earnings date is estimated for Wednesday, July 29, 2026. St. Joe currently has a trailing EPS of $1.94 and a P/E Ratio of 34.02.
A Look At St. Joe (JOE) Valuation As P/E And DCF Send Mixed Signals
St. Joe (JOE) is currently trading at $65.05, with mixed valuation signals from its P/E ratio and Discounted Cash Flow (DCF) model. The P/E of 33.6x suggests the stock is overvalued compared to its industry and peers, despite strong recent earnings growth. However, the DCF model indicates the stock is undervalued with an estimated future cash flow value of $118.10.
Insider Transaction: BRUCE BERKOWITZ Sells $24.84M Worth Of St. Joe Shares
BRUCE BERKOWITZ, a 10% owner at St. Joe (NYSE: JOE), sold 377,800 shares totaling $24,840,434, according to a recent SEC filing. The company's shares were up 1.31% following the report. St. Joe shows positive revenue growth but faces challenges with profitability and a high debt-to-equity ratio compared to sector averages.
Vanguard Group Inc. Sells 241,899 Shares of St. Joe Company (The) $JOE
Vanguard Group Inc. reduced its stake in St. Joe Company (NYSE:JOE) by 4.1% in the fourth quarter, selling 241,899 shares and retaining 5,717
Bruce Berkowitz Sells 25,000 Shares of St. Joe (NYSE:JOE) Stock
Bruce Berkowitz, a major shareholder in St. Joe (NYSE:JOE), sold 25,000 shares of the company's stock for approximately $1.63 million, reducing his stake by 0.16%. The sale was disclosed in an SEC filing and leaves him with over 15.6 million shares. St. Joe's stock traded down slightly, and the company recently announced a quarterly dividend; analyst ratings are mixed, with a recent downgrade to "hold" from Wall Street Zen.
St. Joe (NYSE:JOE) Major Shareholder Sells $12,445,576.00 in Stock
St. Joe (NYSE:JOE) major shareholder Bruce Berkowitz sold 189,200 shares of the company's stock for $12,445,576.00 on May 5th, reducing his stake by 1.18%. Following the sale, Berkowitz directly owns 15,884,424 shares valued at approximately $1.045 billion. St. Joe's shares traded down about 1% to $65.05 after the announcement, and the company recently declared a quarterly dividend of $0.16 per share.
Insider Sell Alert: Funds Fairholme Sells Shares of The St. Joe Co (JOE)
Funds Fairholme, a 10% owner of The St. Joe Co (JOE), recently sold 377,800 shares, reducing their holdings to 606,866 shares. This transaction follows a pattern of insider selling, with 12 insider sells and no buys over the past year. Despite the selling activity, JOE stock is considered modestly undervalued with a price-to-GF-Value ratio of 0.91.
Berkowitz and Fairholme (JOE) reaffirm over 30% stake in St. Joe
Fairholme Capital Management and Bruce R. Berkowitz have filed Amendment No. 36 to their Schedule 13D/A, reaffirming their significant ownership stake in The St. Joe Company (JOE). Bruce R. Berkowitz beneficially owns 32.8% of the company's common stock, while Fairholme Capital Management and The Fairholme Fund also hold substantial percentages. The filing primarily updates ownership figures and related voting and dispositive powers, with no material changes to the purpose of their investment since October 2024.
A Look At St. Joe (JOE) Valuation As P/E And DCF Send Mixed Signals
St. Joe (JOE) shows mixed signals in its valuation, with a high Price-to-Earnings (P/E) ratio of 33.6x suggesting overvaluation compared to industry averages, while a Discounted Cash Flow (DCF) model indicates the stock is undervalued at $65.05 against an estimated $118.10. The company’s strong recent earnings growth of 44.2% over the past year has contributed to its premium P/E, but its concentration in real estate and hospitality poses risks. Investors need to weigh which valuation method they trust more given these conflicting indicators.
[8-K] ST JOE Co Reports Material Event
The St. Joe Company (JOE) announced an expansion of its existing Stock Repurchase Program. The board authorized an additional repurchase capacity of approximately $150.8 million, bringing the total authorized buyback capacity to $200.0 million. As of May 4, 2026, the company had $49.2 million remaining under its previous authorization, and this program has no expiration date.
Does St. Joe (JOE) See Recurring Hospitality Income as Its Real Growth Engine Now?
St. Joe Company (JOE) recently reported Q1 2026 results, showing increased revenue but lower net income, alongside reaffirming its quarterly dividend. The company is actively shifting its focus towards recurring hospitality and leasing revenue, as evidenced by these results and an increased share buyback authorization. This strategic pivot aims to reduce reliance on one-off land sales, though current challenges include filling new properties and managing a high debt load.
St Joe Company Expands Stock Repurchase Authorization Program
The St. Joe Company's Board of Directors has significantly expanded its stock repurchase program by authorizing an additional $150.8 million, bringing the total to $200 million. This move signals management's confidence in the company's valuation and aims to return capital to shareholders while managing share count. TipRanks' AI Analyst, Spark, rates JOE as "Outperform," citing strong financial performance and positive earnings-call momentum.
St Joe Company Expands Stock Repurchase Authorization Program
The St. Joe Company (JOE) announced an expansion of its stock repurchase program, increasing the total authorization to $200 million by adding an extra $150.8 million to the remaining capacity. This move signals management's confidence in the company's valuation and a continued focus on returning capital to shareholders. TipRanks' AI Analyst, Spark, rates JOE as an Outperform, citing strong financial performance and supportive earnings-call momentum as key drivers.
According to a recent filing with the U.S. Securities and Exchange Commission, St. Joe Company’s board has approved an additional $150.8 million stock repurchase authorization.
St. Joe Company's board has authorized an additional $150.8 million for stock repurchases, increasing its total buyback authorization to $200 million. This move, announced in a recent SEC filing, signals management's confidence in the company's future and its commitment to enhancing shareholder value. Stock buyback plans are often viewed by the market as a positive indicator from listed companies.
St Joe declares $0.16 dividend
The St. Joe Company (NYSE: JOE) has declared a cash dividend of $0.16 per share. This dividend will be payable on June 14, 2024, to shareholders of record as of May 31, 2024.
The St. Joe Company announces an Increase in Equity Buyback.
The St. Joe Company (JOE) announced an increase in its equity buyback plan on May 4, 2026. The company authorized an additional $150.8 million for stock repurchases, bringing the total authorization to $200 million. This decision follows earlier buyback plans and coincides with recent financial reports and dividend announcements.
St. Joe (JOE) Q1 EPS Compression Tests Bullish Premium Multiple Narrative
St. Joe (JOE) reported Q1 2026 earnings with revenue of US$99 million and EPS of US$0.24, showing a decline in EPS compared to Q1 2025 despite a revenue increase. The company's 21.6% net margin and 44.2% earnings growth over the last year support a bullish view of its operational efficiency, yet its high 33.1x P/E ratio and significant debt raise concerns about its premium valuation and balance sheet. While discounted cash flow suggests the stock is undervalued, the high debt level suggests caution for investors.
The St. Joe Company (NYSE:JOE) Q1 2026 Earnings Call Transcript
The St. Joe Company reported a 5% increase in revenue and an 8% increase in operating income for Q1 2026, marking its highest first-quarter revenue outside of a 2014 timberland sale. The company highlighted successful execution of its strategy to grow recurring revenue, with hospitality and leasing revenue accounting for 60% of total revenue. Discussions also covered new developments, including a significant contract with PulteGroup for future homesites and ongoing efforts to expand club amenities and commercial offerings.
St. Joe (JOE) Q1 2026 Earnings Transcript
The St. Joe Company reported a 5% increase in Q1 2026 revenue, reaching $99.1 million, the highest first-quarter revenue since 2014, despite a 21% decrease in net income due to lower equity from unconsolidated joint ventures. The company highlighted record hospitality revenue, increased gross margins in both hospitality and leasing, and strategic partnerships for future growth including a major homesite contract with PulteGroup. Management discussed efforts to balance capital deployment, supply pacing, and demand to maximize margins and flexibility, emphasizing their strong land inventory and ongoing commercial development interest.
Reassessing St. Joe (JOE) Valuation After Recent Share Price Momentum And Mixed Signals
St. Joe (JOE) has seen significant share price momentum recently, yet its valuation presents a mixed picture. While the stock trades at a high P/E ratio of 34.4x, suggesting it's overvalued compared to industry peers, Simply Wall St's DCF model indicates it's undervalued with a fair value of $102.80 against its current price of $69.03. This discrepancy prompts investors to look closely at both earnings and cash flow generation, as well as potential risks related to real estate demand and funding costs.
St. Joe Company (The) (NYSE:JOE) Declares Quarterly Dividend of $0.16
The St. Joe Company (NYSE:JOE) declared a quarterly dividend of $0.16 per share, payable on June 25th to shareholders of record on June 9th. This represents an annualized dividend yield of 1.0% and continues a trend of annual dividend increases for the company. Shares of JOE traded down by $3.86 during Thursday's mid-day trading, closing at $65.17, with a market capitalization of $3.75 billion.
St. Joe (JOE) Announces Quarterly Dividend of $0.16 Per Share
St. Joe Company (JOE) has announced a quarterly dividend of $0.16 per share, maintaining its previous payout, with a forward yield of 0.93%. The dividend is payable on June 25 to shareholders recorded by June 9, and the ex-dividend date is also June 9. The announcement reflects the company's commitment to shareholder value and stable cash flow, despite significant insider selling totaling $5.6 million over the past three months and a high P/E ratio.
St Joe declares $0.16 dividend
The St Joe Company (NYSE: JOE) has declared a quarterly cash dividend of $0.16 per share for its common stock. This dividend is payable on May 24, 2024, to shareholders of record as of the close of business on May 17, 2024.
The St. Joe Company Reports First Quarter 2026 Results and Declares a Quarterly Dividend of $0.16 Per Share
The St. Joe Company reported first-quarter 2026 results, with total consolidated revenue increasing by 5% to $99.1 million. The company declared a cash dividend of $0.16 per share payable on June 25, 2026. Despite a decrease in net income attributed to lower equity in income from unconsolidated joint ventures, the company highlighted growth in hospitality and leasing revenue and an increase in residential homesites under contract.
St Joe Highlights Strong Q1 Results, Dividend Declaration
St. Joe Company reported a 5% increase in Q1 2026 revenue to $99.1 million, driven by record hospitality sales, despite a 21% fall in net income due to weaker joint-venture contributions. The company is strategically shifting towards recurring revenue, expanding its residential pipeline with new homesite contracts, and declared a quarterly dividend of $0.16 per share. TipRanks' AI Analyst, Spark, rates JOE as "Outperform" based on strong financials and a positive outlook, though tempered by near-term technical momentum and a relatively high P/E.
Earnings Flash (JOE) The St. Joe Company Reports Q1 Revenue $99.1M
The St. Joe Company (JOE) announced its Q1 revenue reached $99.1 million. The company's Q1 earnings experienced a fall, despite the rise in revenue, with an EPS of $0.24. This financial update follows other recent headlines regarding the company's Q4 adjusted earnings and various real estate developments.
St. Joe Company (NYSE: JOE) Q1 2026 revenue rises, earnings and EBITDA decline
The St. Joe Company reported a 5% increase in Q1 2026 revenue to $99.1 million, driven by strong hospitality and real estate sales, but net income decreased by 21% to $13.9 million and EBITDA declined by 16% to $33.6 million, primarily due to lower equity from unconsolidated joint ventures. The company declared a quarterly dividend of $0.16 per share and continued to focus on recurring revenue streams and strategic capital allocation.
Revenue rises but profit slips at The St. Joe Company (NYSE: JOE)
The St. Joe Company (NYSE: JOE) reported increased revenue but decreased profit in Q1 2026. Total revenue reached $99,044k, up from $94,197k a year earlier, driven by higher hospitality and real estate revenue. However, net income attributable to the Company fell to $13,934k from $17,461k, and diluted EPS dropped to $0.24 from $0.30, primarily due to lower equity in income from unconsolidated joint ventures despite a rise in operating income.
St. Joe lands 3,204 homesites under contract as hospitality sets record
The St. Joe Company reported a 5% increase in first-quarter 2026 revenue, reaching $99.1 million, driven by record hospitality revenue. The company also announced a quarterly dividend of $0.16 per share and had 3,204 residential homesites under contract as of March 31, 2026. While net income decreased due to lower equity from unconsolidated joint ventures, the company continues to focus on growing recurring revenue and developing planned communities.
The St. Joe Company announces Quarterly dividend, payable on June 25, 2026
The St. Joe Company announced a quarterly dividend of $0.1600 per share. This dividend is payable on June 25, 2026, to shareholders of record as of June 9, 2026, with an ex-date also set for June 9, 2026. This announcement highlights the company's regular returns to shareholders.
St. Joe declines 6% after director sells shares worth $1.52M
The St. Joe Company's stock declined by 6% after one of its directors, Thomas W. McEachin, sold shares worth $1.52 million. This significant insider sale may have contributed to investor concerns and the subsequent drop in the company's stock value.
The St. Joe Company stock (US8033721097): Why its Northwest Florida land strategy is suddenly worth a closer look
The St. Joe Company (US8033721097) is a real estate firm with extensive land holdings in Northwest Florida, focusing on developing and leasing commercial, residential, and resort properties. Its strategy involves converting 570,000 acres of timberland into high-value assets like single-family rentals, hotels, and retail spaces, driven by population growth and tourism in the region. Investors are drawn to its long-term growth potential through land appreciation, recurring rental income, and development profits, while managing risks such as interest rate sensitivity and hurricane exposure.
