Insider Selling: St. Joe (NYSE:JOE) Major Shareholder Sells 1,000 Shares of Stock
Major shareholder Bruce Berkowitz sold 1,000 shares of St. Joe (NYSE:JOE) stock on February 20, 2026, for a total of $71,510. This sale represents a 0.01% decrease in his ownership, with him still holding over 16 million shares valued at approximately $1.15 billion. The transaction is part of a series of sales totaling about 16,000 shares which analysts interpret as liquidity taking rather than a significant change in control, despite insider selling sometimes being seen as a modest negative signal.
Insider Selling: St. Joe (NYSE:JOE) Major Shareholder Sells 3,900 Shares of Stock
Major St. Joe (NYSE:JOE) shareholder Bruce Berkowitz sold 3,900 shares of the company's stock on February 19th at an average price of $71.01, totaling $276,939. This transaction reduced his position by 0.02%, though he still holds over 16 million shares. St. Joe's stock traded up 0.8% to $71.52, near its 52-week high, and the company maintains a consensus "Buy" rating from analysts.
Southwood residents railing against St. Joe Co. for incomplete roads
Over 400 Southwood residents have filed a petition against the St. Joe Company, alleging they missed deadlines for crucial roadwork in the master-planned community. Residents are urging the City of Tallahassee to enforce the development order and issue a notice of violation, as St. Joe was required to complete work on Orange Avenue and begin construction on Biltmore Avenue by December 31, 2025. City commissioners discussed the issue, with some favoring enforcement and others calling for more information before taking punitive action.
The St. Joe Company Breaks Ground on a Watersound® Real Estate Sales Center at Watersound West Bay Center, the Real Estate Brokerage’s Third Location
The St. Joe Company (NYSE: JOE) has broken ground on its third Watersound Real Estate sales center, located at Watersound West Bay Center. This new office will co-locate with Watersound Title Agency and Watersound Insurance Agency, aiming to streamline the homebuying process in Bay County. The expansion supports St. Joe's strategy of growing "asset-light" businesses to generate recurring revenue from its residential communities.
Real Estate Sales Center at Watersound West Bay Center, the Real Estate Brokerage’s Third Location
The St. Joe Company has broken ground on a third sales center for its Watersound Real Estate brokerage, located at Watersound West Bay Center. This new office will expand their presence in Bay County and integrate with Watersound Title Agency and Watersound Insurance Agency to streamline the homebuying process. The expansion supports St. Joe's strategy of growing asset-light businesses that generate recurring revenue from its residential community investments.
Is It Too Late To Consider St. Joe (JOE) After Its Strong 1 Year Run?
St. Joe (JOE) has seen significant share price appreciation, with a 50% increase over the last year. Despite this run, a Discounted Cash Flow (DCF) analysis suggests the stock is currently undervalued by 18.6% compared to its intrinsic value of around $87.35 per share. While its P/E ratio of 39.25x is above the Real Estate industry average, it is below its peer group, indicating a mixed valuation picture that warrants further investigation through detailed financial models and investor narratives.
St. Joe Company (The) $JOE Position Boosted by Public Sector Pension Investment Board
Public Sector Pension Investment Board significantly increased its stake in The St. Joe Company ($JOE) by 20.6% in the third quarter, now owning 155,893 shares valued at over $7.7 million. Other institutional investors like Royal Bank of Canada and AQR Capital Management also boosted their holdings. Despite an insider selling over $5.7 million worth of shares, the stock saw a 1.5% increase and analysts continue to rate it as a "Buy."
Will Fairholme’s Trim of Its Dominant JOE Stake Change St. Joe’s (JOE) Narrative?
Fairholme Fund reduced its significant holding in The St. Joe Co. (JOE) by 104,100 shares in Q4 2025, though St. Joe still constitutes about 87.04% of Fairholme's portfolio. This trim is viewed as portfolio risk management rather than a change in St. Joe’s fundamentals, which show healthy profitability and dividend growth. The article suggests primary short-term catalysts for St. Joe are operational, while the main risk is how a concentrated shareholder base might amplify sentiment swings.
Are Robust Financials Driving The Recent Rally In The St. Joe Company's (NYSE:JOE) Stock?
The St. Joe Company's stock has seen a significant 18% increase over the past three months, driven by its robust financial performance. The company boasts a strong return on equity (ROE) of 14%, which is notably higher than the industry average of 7.7%, and has demonstrated a decent earnings growth of 10% over the last five years. St. Joe's strategy of reinvesting 67% of its profits while also paying dividends indicates efficient capital management and a commitment to shareholder returns.
Camp Creek® Inn Earns Coveted Four-Star Rating From Forbes Travel Guide Less Than Three Years After Opening
Camp Creek Inn, a boutique hospitality offering from The St. Joe Company, has received a Four-Star rating from Forbes Travel Guide less than three years after its opening. This achievement highlights the Inn's exceptional service, operational excellence, and unique offerings like the "Member for a Stay" program, providing guests with access to Watersound Club amenities. The Inn, located near Florida's Scenic Highway 30A, has also garnered other accolades, including a AAA Four-Diamond Rating, and serves as a significant part of St. Joe's hospitality portfolio in Northwest Florida.
New Florida beach inn lands Forbes Four-Star in under 3 years
The St. Joe Company's Camp Creek Inn in Inlet Beach, Florida, has achieved a Forbes Four-Star rating less than three years after its opening in July 2023. This recognition highlights the inn's exceptional service, operational excellence, and unique offerings, including access to Watersound Club amenities. The inn has also received other accolades like a AAA Four-Diamond Rating and has been praised for its tranquil setting and Louisiana-inspired architecture.
St Joe : to Announce Fourth Quarter and Full Year 2025 Results and Hold Earnings Call for the Fourth Quarter and Full Year 2025
The St. Joe Company (NYSE: JOE) will release its fourth-quarter and full-year 2025 financial results on Wednesday, February 25, 2026, after the market closes. The company will also host an earnings call on Friday, February 27, 2026, at 10:00 a.m. Central Time / 11:00 a.m. Eastern Time, allowing written questions from investors. A replay of the call will be available on their website until March 30, 2026.
A Look At St. Joe (JOE) Valuation As Fairholme Trims Its Highly Concentrated Position
Fairholme Fund has slightly reduced its highly concentrated stake in St. Joe (JOE), but the stock still comprises over 87% of its portfolio. St. Joe's valuation shows a P/E ratio of 37.8x, which is cheaper than peers but more expensive than the broader U.S. Real Estate industry, raising questions about whether the market anticipates stronger future growth. Despite this, a Discounted Cash Flow model suggests a fair value of $85.29 per share, indicating a potential undervaluation of approximately 19.6% from its current trading price of $68.56.
A Look At St. Joe (JOE) Valuation As Fairholme Trims Its Highly Concentrated Position
Fairholme Fund has trimmed its stake in St. Joe (JOE) by 104,100 shares, though the stock still comprises 87.04% of its portfolio. St. Joe is currently trading at $68.56 with a P/E ratio of 37.8x, which is considered "about right" compared to peers but "expensive" against the broader US Real Estate industry. However, a discounted cash flow (DCF) model estimates a fair value of $85.29 per share, suggesting a potential undervaluation of about 19.6%.
St Joe stock hits 52-week high at 66.1 USD By Investing.com
The St. Joe Company (JOE) stock reached a 52-week high of $66.10, marking a 33.53% appreciation over the past year. This milestone follows robust performance, including 26.89% revenue growth and a strong financial health score, alongside a recent positive Q3 2025 earnings report. The company also offers a 0.99% dividend yield with 14.29% growth, reflecting significant investor confidence.
St Joe stock hits 52-week high at 66.1 USD
St Joe Company stock recently reached a 52-week high of $66.10, marking a 33.53% appreciation over the past year. This achievement is supported by robust financial performance, including a 26.89% revenue growth over the last twelve months and a PEG ratio of 0.66. The company also offers a 0.99% dividend yield with strong dividend growth and a "GREAT" financial health score, further bolstered by strong Q3 2025 results.
St Joe stock hits 52-week high at 66.1 USD By Investing.com
St Joe Company stock recently hit a 52-week high of $66.1 USD, marking a significant 33.53% increase over the past year. The company reported a 26.89% revenue growth over the last twelve months, maintains a "GREAT" financial health score, and offers a dividend with 14.29% growth. These achievements reflect strong investor confidence and recent positive financial results for Q3 2025, with EPS of $0.67 and revenue of $161.1 million.
St. Joe (NYSE:JOE) Reaches New 1-Year High - Still a Buy?
St. Joe (NYSE:JOE) shares recently hit a new 52-week high, trading as high as $66.76. Analyst sentiment for the company is bullish, with a consensus "Buy" rating following a restated buy rating from Weiss Ratings and an upgrade from Wall Street Zen. Despite some insider selling, institutional ownership remains strong, and the company has a market capitalization of $3.79 billion.
St Joe stock hits 52-week high at 66.1 USD By Investing.com
St Joe Company's stock has reached a 52-week high of 66.1 USD, marking a 33.53% increase over the past year. This performance is attributed to robust revenue growth of 26.89% and a healthy PEG ratio of 0.66, along with a dividend yield of 0.99%. The company also reported strong financial results for Q3 2025, exceeding analyst expectations for EPS and revenue, further boosting investor confidence.
Blackhawk Capital Partners LLC Acquires New Stake in St. Joe Company (The) $JOE
Blackhawk Capital Partners LLC has acquired a new stake of 31,014 shares in The St. Joe Company (NYSE: JOE), valued at approximately $1.535 million. This increases institutional ownership in the company, which now stands at about 86.67%. Analyst sentiment has improved, with both Weiss Ratings and Wall Street Zen reiterating or upgrading their ratings to "Buy" for JOE shares.
Is It Too Late To Consider St. Joe (JOE) After A 36.8% One Year Gain
St. Joe (JOE) has seen a 36.8% gain over the past year, leading to questions about its current valuation. A Discounted Cash Flow (DCF) analysis suggests the stock is undervalued by 19.0% at its current price of US$64.79, with an intrinsic value estimate of $80.03 per share. Its P/E ratio is 35.76x, which is higher than the Real Estate industry average but lower than its peer group average.
BRUCE BERKOWITZ Executes Sell Order: Offloads $6.66M In St. Joe Stock
BRUCE BERKOWITZ, a 10% owner of St. Joe (NYSE: JOE), recently sold 101,600 shares of the company stock valued at $6.66 million. The article details St. Joe's strong revenue growth and profitability metrics but also highlights concerns regarding its debt management and overvalued stock indicators like P/E and P/S ratios. The importance of evaluating insider transactions in conjunction with other investment factors is also discussed.
Bruce Berkowitz Sells 13,900 Shares of St. Joe (NYSE:JOE) Stock
Bruce Berkowitz, a major shareholder in St. Joe (NYSE:JOE), sold 13,900 shares of the company's stock on January 16th for over $910,000, reducing his stake by 0.09%. Following the sale, Berkowitz still directly owns over 16.1 million shares valued at approximately $1.058 billion. St. Joe's stock recently traded down, and the company has increased its quarterly dividend while maintaining an average analyst rating of "Buy."
Insider Selling: St. Joe (NYSE:JOE) Major Shareholder Sells 87,700 Shares of Stock
Major shareholder Bruce Berkowitz sold 87,700 shares of St. Joe (NYSE:JOE) stock for approximately $5.75 million on January 15, 2026, reducing his position by 0.54% while still owning over 16 million shares. Following the disclosure, St. Joe shares traded down about 2.1% to $64.04. The company recently increased its quarterly dividend to $0.16 and maintains a "Buy" consensus rating from analysts.
A Look At St. Joe (JOE) Valuation As Migration Tailwinds And Capital Returns Draw Investor Interest
St. Joe (JOE) is attracting investor interest due to Florida panhandle migration, share buybacks, and dividend increases. While its P/E ratio of 36.1x is higher than the US real estate industry average, it trades at a discount compared to its closer peer group. A Discounted Cash Flow (DCF) model suggests the shares may be undervalued at $79.89 compared to its current price of $65.39.
Did Florida Migration and Capital Returns Just Shift St. Joe's (JOE) Investment Narrative?
The St. Joe Company (JOE) is benefiting from strong migration to Florida's panhandle and scarce coastal land, driving demand for its communities and supporting higher lot prices. The company's recent share repurchases and dividend increase signal management confidence in its cash flows and aim to attract income-focused investors. While shares have risen and may still be undervalued, rising execution risk could impact the company if buyer appetite or economic conditions in the region cool.
The St. Joe Company (JOE): A Bull Case Theory
This article presents a bullish thesis on The St. Joe Company (JOE), a real estate developer in Florida's panhandle. The company is positioned to benefit from strong internal migration to coastal areas, with significant increases in lot prices, sales, net income, and EBITDA. JOE is highlighted as a long-duration asset for patient investors due to its strategic land portfolio, shareholder-friendly actions, and resistance to broader housing market headwinds.
St. Joe Company Ecosystem Management Agreement 2
The Florida Department of Environmental Protection (DEP) established a Second Ecosystem Management Agreement (EMA #2) with The St. Joe Company on May 29, 2015. This agreement covers 42,889 acres in Bay County and is part of a broader effort to provide predictable community growth while protecting natural lands. Through these EMAs, The St. Joe Company sets aside thousands of acres for preservation, creating a "Bay to Bay" wildlife corridor.
St Joe Comp stock hits 52-week high at 63.47 USD
St Joe Company (JOE) stock recently hit a new 52-week high of $63.47, reflecting a 42% increase over the past year and a 26% six-month return. The company boasts a "GREAT" financial health score from InvestingPro, a P/E ratio of 34.8, and has consistently raised its dividends for six consecutive years, currently offering a 1.04% yield. This strong performance follows excellent third-quarter 2025 results, with earnings per share and revenue exceeding analyst expectations.
St Joe Comp stock hits 52-week high at 63.47 USD
The St. Joe Company (JOE) stock achieved a new 52-week high of $63.47, reflecting a 42% increase over the past year and a 26% six-month return. Despite trading slightly above its Fair Value, the company exhibits strong financial health, a P/E ratio of 34.8, a 1.04% dividend yield, and has consistently raised its dividend for six consecutive years. This milestone follows a strong Q3 2025 financial performance, with EPS of $0.67 and revenue of $161.1 million, surpassing analyst expectations.
St Joe Comp stock hits 52-week high at 63.47 USD
St Joe Company (JOE) stock recently hit a new 52-week high of $63.47, reflecting a 42% increase over the past year and a 26% six-month return. The company maintains a "GREAT" financial health score, offers a 1.04% dividend yield, and has raised its dividend for six consecutive years. This upward trend follows a strong third quarter in 2025, where JOE exceeded analyst expectations with earnings per share of $0.67 and revenue of $161.1 million.
St. Joe Company Ecosystem Management Agreement 1
The Florida Department of Environmental Protection finalized its first Ecosystem Management Agreement (EMA #1) with the St. Joe Company on October 11, 2004. This agreement covers 31,369 acres in Bay and Walton counties, dedicating over 20,760 acres for conservation. The EMA aims to provide predictable community growth while protecting natural lands and establishing a "Bay to Bay" wildlife corridor.
If EPS Growth Is Important To You, St. Joe (NYSE:JOE) Presents An Opportunity
St. Joe (NYSE:JOE) is presented as an attractive investment opportunity due to its consistent EPS growth of 13% per year and improved EBIT margins. The company also demonstrates strong insider ownership and reasonable CEO compensation, suggesting alignment with shareholder interests. Investors are encouraged to consider St. Joe for their watchlists, noting its growth and favorable management characteristics.
If EPS Growth Is Important To You, St. Joe (NYSE:JOE) Presents An Opportunity
St. Joe (NYSE:JOE) has shown attractive EPS growth of 13% per year over the last three years, coupled with expanding EBIT margins and rising revenues. The company also demonstrates strong insider ownership with US$47m worth of shares and modest CEO compensation, suggesting alignment with shareholder interests. These factors indicate a potential opportunity for investors who prioritize earnings growth.
The St. Joe Company (NYSE:JOE) Is Favoured by Institutional Owners Who Hold 84% of the Company
Institutional investors currently hold 84% ownership in The St. Joe Company (NYSE:JOE), indicating significant confidence in the company's future. Fairholme Capital Management, L.L.C. is the largest shareholder with 30%, followed by BlackRock, Inc. and The Vanguard Group, Inc., both holding 10%. Insiders also own a meaningful stake of around US$49 million, showing alignment with shareholder interests, while the general public holds 15%.
St. Joe (NYSE:JOE) Major Shareholder Sells $422,824.00 in Stock
Major shareholder Bruce Berkowitz sold 6,800 shares of St. Joe (NYSE:JOE) stock for $422,824.00, reducing his ownership by 0.04%. The sale, disclosed in an SEC filing, leaves him with over 16.2 million shares valued at approximately $1.01 billion. St. Joe recently increased its quarterly dividend to $0.16 and maintains a "Buy" consensus rating from analysts, with institutional investors owning 86.67% of the stock.
St. Joe (NYSE:JOE) Major Shareholder Sells $3,679,830.00 in Stock
Bruce Berkowitz, a major shareholder in St. Joe (NYSE:JOE), sold 59,000 shares for $3,679,830 on December 15th, reducing his stake by 0.36%. Despite this insider selling, institutional investors own a significant portion of the company's stock, and multiple hedge funds have increased their positions. Analysts maintain an average "Buy" rating for St. Joe, whose stock recently traded at $61.69 and has a quarterly dividend of $0.16 per share.
Should a New Publix-Anchored Center Shift How Investors View St. Joe's (JOE) Retail Strategy?
The St. Joe Company (JOE) is developing a Publix-anchored center in Panama City Beach, signaling a shift in its retail strategy. This move aligns with St. Joe's broader narrative of converting its Northwest Florida land bank into recurring income through leased retail, deepening its commercial leasing base alongside residential community growth. Investors should consider how this impacts St. Joe's stock valuation amidst existing regional and balance sheet risks.
A look at St. Joe (JOE) valuation as it launches Publix‑anchored Watersound West Bay Center expansion
St. Joe is expanding its Watersound West Bay Center with a new Publix-anchored lifestyle center, signaling continued growth in its real estate corridor. Despite a significant stock rally and a relatively high P/E ratio compared to the broader US real estate market, a discounted cash flow (DCF) model suggests the company's shares may still be undervalued by about 21.6%. This indicates potential upside if the company's projected cash flows and accelerated earnings growth materialize, though risks like real estate downturns or project delays remain.
Fund 1 Investments LLC Takes $1.03 Million Position in St. Joe Company (The) $JOE
Fund 1 Investments LLC has invested $1.03 million in The St. Joe Company, acquiring 21,649 shares, showing increasing institutional interest in the company. St. Joe Company recently increased its quarterly dividend to $0.16 per share, resulting in an annualized dividend of $0.64 and a dividend yield of approximately 1.0%. The company has also received recent "Buy" ratings from analysts like Weiss Ratings and Wall Street Zen, reflecting positive market sentiment.
St Joe Comp stock hits 52-week high at 62.76 USD
The St Joe Company stock reached a 52-week high of $62.76, marking a 34.39% increase over the past year and indicating strong investor confidence. This performance follows robust Q3 2025 financial results, where the company exceeded EPS expectations with $0.67 and revenue of $161.1 million, signaling potential for continued growth. Analysts are monitoring how the company maintains this positive momentum.
St. Joe Company (The) $JOE Shares Sold by Praetorian PR LLC
Praetorian PR LLC reduced its stake in The St. Joe Company ($JOE) by 21.0% in Q2 2025, selling 175,000 shares and retaining 660,000 shares, representing approximately 1.14% of the company's stock. The St. Joe Company recently increased its quarterly dividend to $0.16 (annualized $0.64), and shares opened at $62.03 with a market capitalization of $3.58 billion. Institutional investors collectively own about 86.7% of $JOE, and recent analyst reports have upgraded the stock to an overall "Buy" rating.
The St. Joe Company Announces Commencement of Development of the Publix Super Market at Watersound
The St. Joe Company (NYSE: JOE) has begun developing a Publix Super Market at Watersound West Bay Center in Panama City Beach, Florida. This 50,000-square-foot Publix, including a pharmacy, deli, bakery, and liquor store, will anchor a new lifestyle shopping center adjacent to the Latitude Margaritaville Watersound community. The development aims to serve the rapidly growing State Road 79 corridor, which includes thousands of new homes in nearby communities.
SG Americas Securities LLC Cuts Stake in St. Joe Company (The) $JOE
SG Americas Securities LLC significantly reduced its stake in The St. Joe Company (NYSE:JOE) by 46.2% in Q2, selling 4,679 shares, leaving it with 5,444 shares valued at $260,000. Despite this, institutional ownership remains high at 86.67%, and St. Joe recently increased its quarterly dividend to $0.16. The company reported strong Q3 results with $0.67 EPS and $161.08 million in revenue.
Ensign Peak Advisors Inc Has $800,000 Position in St. Joe Company (The) $JOE
Ensign Peak Advisors Inc. significantly reduced its stake in The St. Joe Company by 21.3% in Q2, now holding shares valued at $800,000, while institutional investors collectively own 86.67% of the stock. St. Joe Company reported strong financials with $0.67 EPS and $161.08 million in revenue, leading to a dividend increase to $0.16 quarterly. Despite an overall "Hold" consensus from analysts, the company saw an upgrade to "Buy" from Wall Street Zen, and a major insider transaction involved Bruce R. Berkowitz selling 104,100 shares.
River Road Asset Management LLC Grows Stock Holdings in St. Joe Company (The) $JOE
River Road Asset Management LLC significantly increased its stake in The St. Joe Company, purchasing an additional 86,365 shares to own a total of 186,830 shares valued at $9.44 million. The St. Joe Company also raised its quarterly dividend to $0.16 per share, resulting in a 1.0% annualized yield. Despite a major shareholder selling a portion of their holdings, institutional investors collectively own a substantial 86.67% of the company's stock.
St Joe stock reaches 52-week high at 61.91 USD
The St. Joe Company's stock (JOE) has reached a new 52-week high, closing at $61.91, marking a 24.07% increase over the past year. This surge reflects strong investor confidence and the company's robust market position, further supported by impressive Q3 2025 financial results, including EPS of $0.67 and revenue of $161.1 million. The company's continued growth and resilience in the market are key factors driving its performance.
Precision Trading with St. Joe Company (the) (JOE) Risk Zones
This article provides a precision trading analysis for St. Joe Company (NYSE: JOE) including key findings, institutional trading strategies, and multi-timeframe signal analysis. It highlights near-term strong sentiment, mid-term neutrality, and long-term positive bias, along with specific entry, target, and stop-loss zones for various risk profiles. The analysis also identifies elevated downside risk due to the absence of additional long-term support signals.
Earnings Not Telling The Story For The St. Joe Company (NYSE:JOE) After Shares Rise 25%
The St. Joe Company (NYSE:JOE) has seen its shares rise 25% over the past month, contributing to a 12% annual gain. However, the company's P/E ratio of 32.4x is significantly higher than the U.S. market average, raising concerns as its recent earnings growth of 53% last year and 43% over three years is actually lower than the broader market's expected 16% growth. This article suggests that investors may be overlooking the subdued growth rates, creating potential risk if the P/E ratio adjusts to align with the company's recent performance.
The St. Joe Company Reports Third Quarter and First Nine Months of 2025 Results and Increases Quarterly Dividend by 14% to $0.16 Per Share
The St. Joe Company (NYSE: JOE) announced strong third-quarter and first nine months of 2025 results, with quarterly net income increasing by 130% to $38.7 million. Revenue grew significantly across all segments, including real estate, hospitality, and leasing, leading the Board of Directors to increase the quarterly dividend by 14% to $0.16 per share. The company also highlighted its capital allocation strategy, including stock repurchases and debt repayment, and strategic asset monetization such as the sale of the Watercrest senior living community.
