SG Americas Securities LLC Grows Stake in St. Joe Company (The) $JOE
SG Americas Securities LLC significantly increased its stake in The St. Joe Company (JOE) by 138.2% in the fourth quarter, now holding 38,860 shares valued at $2.31 million. Other institutional investors like Vanguard Group Inc. and State Street Corp also adjusted their positions in JOE. Analyst sentiment is mixed, with Wall Street Zen downgrading to "hold" while Weiss Ratings maintained a "buy," leading to a consensus "Buy" rating from MarketBeat data.
St. Joe (NYSE:JOE) Stock Crosses Above Two Hundred Day Moving Average - What's Next?
St. Joe (NYSE:JOE) shares recently crossed above their 200-day moving average, trading as high as $65.33. The company has a market cap of $3.75 billion, a P/E of 32.56, and announced a quarterly dividend of $0.16, contributing to an annual yield of 1.0%. Despite recent insider selling, institutional investors hold a significant portion of the stock.
Vanguard disaggregates holdings; St Joe Co (NYSE: JOE) shows 0 shares
The Vanguard Group has filed an amended Schedule 13G/A, reporting 0 shares beneficially owned in St Joe Co (NYSE: JOE) due to an internal realignment effective January 12, 2026. This change means Vanguard's subsidiaries will now report their holdings separately, in accordance with SEC Release No. 34-39538. The filing indicates a neutral sentiment but notes the impact is moderate, as Vanguard itself no longer claims beneficial ownership over JOE shares.
St. Joe (NYSE:JOE) Stock Passes Above 200-Day Moving Average - Time to Sell?
St. Joe (NYSE:JOE) stock recently passed above its 200-day moving average, trading as high as $61.95 but closing at $60.34, yet remained below its 50-day moving average, indicating mixed short-term momentum. Analyst opinions are divided, with a recent downgrade by Wall Street Zen contrasting with an overall "Buy" consensus from MarketBeat. Furthermore, significant insider selling activity was noted, even as institutional ownership remains high.
St. Joe declines 6% after director sells shares worth $1.52M
The St. Joe Company (JOE) experienced a 6% stock decline following a sale of shares valued at $1.52 million by a company director. This insider transaction might be a contributing factor to the observed downturn in the company's stock performance.
St. Joe declines 6% after director sells shares worth $1.52M
The St. Joe Company (JOE) saw its stock decline by 6% following the sale of $1.52 million worth of shares by director Robert Kramer. This significant insider transaction contributed to the stock's negative performance.
Should St. Joe’s 2,653-Homesite PulteGroup Deal Near Watersound Reshape JOE’s Long-Term Development Thesis?
The St. Joe Company (JOE) has signed a significant deal with PulteGroup Inc. for up to 2,653 homesites near Watersound, Florida, with development starting in 2027. This agreement reinforces St. Joe's existing strategy of converting its Gulf Coast land bank into profitable communities and recurring income, further scaling its master-planned residential footprint. While it strengthens future development visibility, the deal does not immediately resolve risks associated with St. Joe's high leverage, interest-rate sensitivity, and concentrated regional exposure.
Should St. Joe’s 2,653-Homesite PulteGroup Deal Near Watersound Reshape JOE’s Long-Term Development Thesis?
The St. Joe Company signed a contract with PulteGroup Inc. for up to 2,653 homesites near Watersound, Florida, with development starting in 2027. This deal reinforces St. Joe's strategy of expanding its master-planned residential footprint in the Gulf Coast. While it strengthens future development visibility, it doesn't immediately address risks like high leverage and concentration in a single region, and the stock may still be overvalued.
Should St. Joe’s 2,653-Homesite PulteGroup Deal Near Watersound Reshape JOE’s Long-Term Development Thesis?
The St. Joe Company (JOE) recently secured a deal with PulteGroup Inc. for up to 2,653 homesites in two new communities near Watersound West Bay Center, with development starting in 2027. While this strengthens St. Joe's long-term residential pipeline and reinforces its Gulf Coast land bank strategy, it doesn't significantly alter the immediate investment risks related to high leverage, interest-rate sensitivity, and concentration in a single coastal region. Investors are advised to consider these risks alongside the company's growth potential.
Berkowitz Sells Stake in St. Joe Amid Gains—Is This a Profit Move or a Quiet Rebalance?
Bruce Berkowitz's highly concentrated Fairholme fund sold a $9.26 million stake in The St. Joe Company (JOE) in the fourth quarter, reducing its largest holding by 2.24% while the overall portfolio value increased by 15.72%. This move suggests either profit-taking after a strong performance or a subtle shift in conviction, as the fund simultaneously initiated new positions in The Progressive Corporation (PGR) and Natural Resource Partners (NRP). The article questions whether these reallocations by the "smart money" will maintain Fairholme's stellar track record, given the increased vulnerability of its hyper-focused portfolio.
JOE SEC Filings - St Joe 10-K, 10-Q, 8-K Forms
This page provides a comprehensive resource for investors to access St. Joe (JOE) SEC filings, including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms. It features AI-generated summaries of these documents, highlighting key information such as financial results, dividend declarations, and insider stock transactions. Recent filings detail insider stock sales by Bruce Berkowitz and Fairholme Capital Management, as well as the company's strong Q3 2025 financial performance.
St. Joe Company (The) $JOE Shares Sold by Fairholme Capital Management LLC
Fairholme Capital Management LLC has reduced its stake in St. Joe Company (NYSE:JOE) by 3.1% in the third quarter, though it remains their largest holding at 78.2% of their portfolio. Despite Fairholme's sale, other institutional investors like Vanguard Group Inc. and State Street Corp increased their positions. The article also covers St. Joe's recent trading activity, financial metrics, and a recent dividend announcement, alongside an insider stock sale by major shareholder Bruce R. Berkowitz.
St. Joe Torchbearer Award Highlights Hospitality Quality And Valuation Opportunity
The St. Joe Company (NYSE:JOE) received the IHG Hotels & Resorts' Torchbearer Award for its Hotel Indigo Panama City Marina, recognizing excellence in guest experience and operational performance. This award highlights the quality of St. Joe's hospitality operations, which is becoming a larger part of its real estate strategy, offering investors a valuation opportunity as the stock trades below Simply Wall St's estimated fair value. However, investors should consider the company's debt levels as it continues to invest in growth projects.
The St. Joe Company Stock Slips 3% YTD Amid Real Estate Headwinds: What European Investors Need to K
The St. Joe Company's stock (ISIN: US8033721097) has declined 3.04% year-to-date by mid-March 2026, primarily due to broader U.S. real estate market weakness, including high interest rates and softening housing demand. Despite these headwinds, the Florida-centric land developer maintains dividend resilience and its land banking business model offers long-term potential for investors, especially those in Europe watching U.S. cyclical stocks. The company's strategic focus on Northwest Florida and its balance sheet strength provide a buffer against current market volatility, though short-term performance depends on a potential rebound in housing and interest rate relief.
Capital Research Global Investors Trims Stake in St. Joe Company
Capital Research Global Investors has reduced its stake in St. Joe Company by 15.5% in the third quarter of 2025, selling 170,546 shares. The hedge fund now holds 930,218 shares, valued at $46 million, representing about 1.61% of the company. This move could indicate a shift in market sentiment or the fund's investment strategy for the Florida real estate developer.
Capital Research Global Investors Has $46.03 Million Stock Position in St. Joe Company (The) $JOE
Capital Research Global Investors reduced its stake in St. Joe Company by 15.5% in the third quarter, holding 930,218 shares valued at $46.03 million. Other hedge funds increased their positions, yet institutional investors collectively own 86.67% of the stock. Insiders sold 229,900 shares, and St. Joe recently reported $0.52 EPS on $128.89 million in revenue and declared a $0.16 quarterly dividend.
The St. Joe Company Stock Holds Steady Amid Mixed Institutional Moves and Dividend Payout
The St. Joe Company's stock (JOE) is holding steady around $69 despite a recent 2% dip, showing positive technical indicators and an upcoming quarterly dividend of $0.16 per share. Institutional investors are adjusting their positions in the Florida-based real estate developer, following strong Q4 earnings. The company's land bank model in Northwest Florida and consistent dividend payouts continue to attract investors, particularly those seeking U.S. real estate exposure.
The St. Joe Company Stock Holds Steady Amid Mixed Institutional Moves and Dividend Payout
The St. Joe Company (NYSE: JOE) stock closed lower by 2.17% on March 12, 2026, at $69.40, despite positive technical indicators suggesting a strong short-term rising trend. Institutional investors are adjusting their positions, with some trimming stakes while others are increasing them. The company reported solid Q4 earnings and announced an upcoming quarterly dividend of $0.16 per share, attractive to income-focused investors.
WINTON GROUP Ltd Invests $1.06 Million in St. Joe Company (The) $JOE
WINTON GROUP Ltd has acquired a new stake of 21,377 shares, valued at approximately $1.06 million, in St. Joe Company (The) during the third quarter. Institutional investors collectively own 86.67% of the company's stock, while insiders, including major shareholder Bruce R. Berkowitz who recently sold 87,700 shares, hold about 0.32%. St. Joe also declared a quarterly dividend of $0.16, and the stock is trading near $69.81 with a market cap of about $4.02 billion.
Commissioners put St. Joe Co. on notice over road delays in Southwood
Tallahassee city commissioners are addressing road delays in the Southwood master-planned community, calling on The St. Joe Company to complete work. This action follows a petition signed by over 480 residents who are frustrated with the ongoing issues. The St. Joe Company is citing a two-year-old emergency executive order to justify the delays.
IHG Hotels & Resorts Recognizes Hotel Indigo Panama City Marina With Coveted “Torchbearer Award”
IHG Hotels & Resorts has awarded Hotel Indigo Panama City Marina with its prestigious Torchbearer Award, recognizing the hotel's excellence in guest experience, customer service, and cleanliness. This follows its "IHG Newcomer of the Year" award in March 2025. The 124-room hotel, which opened in June 2023 and is part of The St. Joe Company's portfolio, is celebrated for its unique local cultural reflection and exceptional amenities.
Tallahassee city commissioners approve $8.9M police contract, reject road extension request
Tallahassee city commissioners approved a new three-year police contract worth an estimated $8.9 million for wage increases, raising starting salaries for officers and investigators to $71,000. Concurrently, they voted to reject an extension request from the St. Joe Company regarding a delayed road construction project in Southwood, which residents opposed due to safety and environmental concerns. Both measures passed with a 4-1 vote amidst public pushback on closed-door negotiations and development delays.
A Look At St. Joe (JOE) Valuation After Strong 1 Year Returns And DCF Implied Upside
St. Joe (JOE) has experienced strong 1-year returns of 61.27% and trades with a P/E multiple of 35.1x, which is above the US Real Estate industry average but below its direct peer group. While its P/E suggests a premium, Simply Wall St's DCF model indicates an intrinsic value of $104.76 against a current share price of $70.59, implying a significant discount and potential upside. Investors should consider the risks to future cash flows and real estate demand in its core markets when evaluating this valuation gap.
Will St. Joe's (JOE) Pulte Deal and Higher 2025 Earnings Redefine Its Development Narrative?
The St. Joe Company (JOE) recently announced a significant partnership with PulteGroup for up to 2,653 homesites, coupled with improved financial results for Q4 and full-year 2025. This deal is seen as reinforcing St. Joe's strategy of converting its land bank into profitable cash flows through development partnerships. While the agreement strengthens their medium-term pipeline, investors should also consider the implications of St. Joe’s higher debt.
Victory Capital Management Boosts Stake in St. Joe Company
Victory Capital Management Inc. has significantly increased its stake in St. Joe Company (NYSE: JOE) by 54.7% during the third quarter, now owning 407,438 shares valued at $20.16 million. This move signals the investment firm's confidence in the Florida-based real estate developer's growth potential and the region's real estate market. The increased investment could also hint at future acquisitions or investments in St. Joe Company's projects in Northwest Florida.
Victory Capital Management Inc. Raises Stock Position in St. Joe Company (The) $JOE
Victory Capital Management Inc. increased its stake in The St. Joe Company by 54.7% in Q3, now holding 407,438 shares worth approximately $20.16 million. Institutional investors collectively own 86.67% of the stock. Insider selling has occurred, with major shareholder Bruce R. Berkowitz selling 1,400 shares, though insiders still retain a 38.8% ownership.
Will St. Joe's (JOE) Pulte Deal and Higher 2025 Earnings Redefine Its Development Narrative?
The St. Joe Company (JOE) recently secured a significant deal with PulteGroup for up to 2,653 homesites, bolstering its residential development pipeline. This agreement, coupled with strong 2025 financial results and ongoing shareholder returns, reinforces St. Joe's strategy of converting its land bank into profitable cash flows. Investors should consider the long-term execution of these communities and the company's debt levels as part of their investment assessment.
Gamco Investors INC. ET AL Lowers Stock Holdings in St. Joe Company (The) $JOE
Gamco Investors INC. ET AL reduced its stake in The St. Joe Company (NYSE:JOE) by 2.5% in the third quarter of 202X, selling 16,100 shares. Despite this, other institutions like Vanguard Group Inc. and Victory Capital Management Inc. increased their holdings, with institutional investors collectively owning 86.67% of the company. St. Joe Company, a financial services provider, reported EPS of $0.52 and revenue of $128.9 million for the last quarter, and has a market capitalization of $3.96 billion.
Elo Mutual Pension Insurance Co Takes Position in St. Joe Company (The) $JOE
Elo Mutual Pension Insurance Co has acquired a new position of 19,138 shares in The St. Joe Company, valued at approximately $947,000. This move is part of broader institutional investor activity, with Vanguard Group Inc. significantly increasing its stake and other funds also adding positions, resulting in institutional investors owning 86.67% of JOE. The St. Joe Company recently reported its quarterly earnings, declared a dividend, and has seen some insider selling activity.
Executive at St. Joe (NYSE: JOE) granted 2,494 restricted stock units
Rhea Goff, SVP & Chief Administrative Officer at St. Joe (NYSE: JOE), was granted 2,494 restricted shares of common stock on March 2, 2026. This award, made under the company's 2025 Performance and Equity Incentive Plan, will vest in three equal annual installments beginning March 2, 2027, contingent on her continued employment. Following this grant, Goff directly owns 11,558 shares of ST JOE Co common stock.
St. Joe (JOE) CFO Marek Bakun receives 3,702-share restricted stock grant
St. Joe (JOE) CFO Marek Bakun was granted 3,702 shares of restricted common stock on March 2, 2026, under the company's 2025 Performance and Equity Incentive Plan. These shares will vest in three equal annual installments on March 2, 2027, 2028, and 2029, contingent on his continued employment. Following this grant, Bakun directly owns 24,995 shares of St. Joe common stock.
Is It Too Late To Consider St. Joe (JOE) After A Strong Share Price Run?
St. Joe (JOE) has seen significant share price appreciation, with returns of 56.8% over the last year. Despite this run, a Discounted Cash Flow (DCF) analysis suggests the stock is currently undervalued by about 30.4%, with an estimated intrinsic value of $104.59 per share compared to its recent closing price of $72.79. The company's P/E ratio of 36.23x is slightly above the industry average but below its peer group, indicating it's neither significantly overvalued nor undervalued by this metric alone.
The St. Joe Company (NYSE:JOE) Q4 2025 Earnings Call Transcript
The St. Joe Company reported strong Q4 and full-year 2025 earnings, with revenue up 24% and 27% respectively, and net income increasing 58% and 56%. The company emphasized its strategic shift to a diversified real estate operating model with 56% recurring revenue, a significant change from 15% recurring revenue in 2014. Management also discussed capital allocation, pipeline growth with new DSAPs and commercial developments, and responses to investor questions regarding debt management, stock buybacks, and lot pricing strategies.
The St. Joe Company Releases the Latest Issue of “Watersound Lifestyle®,” the Watersound Club® Member Magazine
The St. Joe Company has released the latest issue of "Watersound Lifestyle," its bi-annual magazine for Watersound Club members. The publication offers insights into club amenities, highlights from the community, and explores the growth of Northwest Florida, including the expansion of Northwest Florida Beaches International Airport and developments along State Road 30A. The St. Joe Company is a diversified real estate development, asset management, and operating company focusing on Northwest Florida.
The St. Joe Company Releases the Latest Issue of “Watersound Lifestyle®,” the Watersound Club® Member Magazine
The St. Joe Company (NYSE: JOE) has released the latest issue of its biannual "Watersound Lifestyle" magazine for Watersound Club members. The publication highlights club amenities, community stories, and the ongoing evolution of the Watersound Club experience, including generational access, elevated retail, and expansion of local infrastructure like the Northwest Florida Beaches International Airport. It also covers the growth and vitality of Northwest Florida, such as developments along State Road 79 and achievements in Walton County schools.
Transcript: St. Joe Q4 2025 Earnings Conference Call
The St. Joe Company (NYSE: JOE) held its Q4 2025 earnings call, reporting a 24% increase in revenue and 58% increase in net income for the quarter, with full-year revenue up 27% and net income up 56%. The company outlined its capital allocation strategy, including significant stock repurchases and debt reduction, and discussed plans for new developments such as apartments, commercial buildings, and a family-oriented surf park concept. Management also addressed long-term growth by emphasizing recurring revenue, managing debt, and exploring AI for operational efficiency, while highlighting its strong pipeline of DSAPs (Detailed Specific Area Plans) across its land holdings.
The St. Joe Company Releases the Latest Issue of "Watersound Lifestyle®," the Watersound Club® Member Magazine
The St. Joe Company has released the latest issue of its "Watersound Lifestyle" magazine, aimed at members of the Watersound Club. The biannual publication highlights club amenities, community stories, and regional growth in Northwest Florida, including developments at the Northwest Florida Beaches International Airport and in Walton County schools. The magazine is available in print and online, offering insights into the evolving Watersound Club experience and the vitality of the surrounding area.
Florida’s Real Estate And Tourism Thrive With Joe Company’s 2025 Success
The St. Joe Company, a major player in Florida's real estate and hospitality sectors, saw robust growth in 2025, significantly boosting Florida's tourism and leisure, particularly in the Watersound area. The company's residential real estate revenue soared by 64% to $234.2 million, driven by strong homesite sales and rising demand. Hospitality revenue also reached a record $215.4 million due to increased tourism, further supported by new non-stop flights to Northwest Florida Beaches International Airport and strategic capital investments for long-term growth.
What St. Joe (JOE)'s Watersound Expansion and Capital Returns Strategy Means For Shareholders
The St. Joe Company (JOE) reported strong Q4 2025 results with increased sales and revenue, supporting a dividend and share buybacks. The company's strategy focuses on expanding its Watersound Real Estate platform and "asset-light" businesses to grow recurring, service-based revenue in Northwest Florida. While the current model is working, the investment narrative emphasizes the effective scaling of its ecosystem and asset-light businesses, with a note on potential overvaluation if Florida demand cools.
St. Joe Company (The) $JOE Shares Acquired by Vanguard Group Inc.
Vanguard Group Inc. increased its stake in The St. Joe Company ($JOE) by 3.1% in the third quarter, now owning 10.32% of the company's shares. St. Joe reported strong Q4 2025 results with solid EPS and revenue, and management anticipates continued growth for 2025, supported by a declared quarterly dividend. Despite trading near its 52-week high and having a rich valuation, institutional investors hold a significant portion of the stock.
St. Joe Company 2025 Earnings: $115.6M Profit on $513.2M Revenue - News and Statistics
The St. Joe Company reported strong financial results for both the fourth quarter and the full fiscal year 2025. For the full year, the company achieved a profit of $115.6 million, translating to $2 per share, on revenues of $513.2 million. The fourth quarter contributed $29.9 million in earnings, or 52 cents per share, from $128.9 million in revenue.
St. Joe (JOE) CFO has 225 shares withheld to cover tax on vesting
St. Joe (JOE) CFO Marek Bakun had 225 shares of common stock withheld by the company to cover taxes upon the vesting of previously granted restricted stock. The transaction, valued at $68.92 per share, resulted in Bakun directly owning 21,293 common shares afterward. This was a tax-related disposition, not an open-market sale, and is considered neutral in terms of filing impact and sentiment.
ST JOE Co (NYSE: JOE) SVP Rhea Goff logs 141-share tax withholding
ST JOE Co's SVP & Chief Administrative Officer, Rhea Goff, reported a tax-related disposition where 141 shares of common stock were withheld by the company. These shares, valued at $68.92 each, covered taxes due upon the vesting of previously granted restricted stock. Following this transaction, Goff's direct holdings in JOE common stock are 9,064 shares.
St. Joe (NYSE:JOE) Hits New 52-Week High - Should You Buy?
St. Joe (NYSE:JOE) reached a new 52-week high after exceeding Q4/FY2025 earnings expectations and announcing a quarterly dividend. While analysts have a "Buy" rating and institutional ownership is high, a relatively high trailing P/E ratio and below-average trading volume could limit further upside. Insider sales have also been noted recently.
Earnings call transcript: St. Joe Company Q4 2025 shows strong growth, stock rises
The St. Joe Company reported a strong Q4 2025 with a 24% revenue increase to $128.9 million and EPS of $0.52, leading to a 2.42% stock price rise. The company has successfully transitioned to a diversified real estate operating model, focusing on recurring revenue, and continues to plan for future growth and capital allocation strategies. Management addressed analyst questions regarding debt, land sales, and future development, emphasizing their commitment to long-term shareholder value.
St. Joe Company's Q4 net income rises 58%
The St. Joe Company reported a significant increase in its Q4 net income, rising by 58%. This key financial update was provided by Refinitiv and is relevant for investors tracking JOE earnings and US stocks.
St. Joe Company (The) (NYSE:JOE) Announces $0.16 Quarterly Dividend
The St. Joe Company (NYSE:JOE) has declared a quarterly dividend of $0.16 per share, payable on March 26th to shareholders of record as of March 9th. This dividend implies an annualized yield of approximately 0.9%. The company recently reported quarterly earnings of $0.52 per share on $128.9 million in revenue and analysts currently have a consensus "Buy" rating on the stock.
St Joe Declares Quarterly Dividend of $0.16
St Joe (JOE) has declared a quarterly dividend of $0.16 per share, maintaining
The St. Joe Company Reports Fourth Quarter and Full Year 2025 Results and Declares a Quarterly Dividend of $0.16 Per Share
The St. Joe Company reported significant financial growth for both the fourth quarter and full year 2025. Net income attributable to the company increased by 58% in Q4 and 56% for the full year, with total revenue rising by 24% and 27% respectively. The company also declared a quarterly dividend of $0.16 per share, highlighted healthy increases in real estate, hospitality, and leasing revenues, and outlined its multi-faceted capital allocation strategy including substantial investments in capital expenditures and shareholder returns.
St. Joe beats estimates with 58% profit jump on real estate
The St. Joe Company reported a significant Q4 earnings beat, with a 58% increase in profit per share and a 24% rise in revenue, driven by strong performance in its real estate and hospitality segments. For the full year 2025, net income was up 56% and total revenue climbed 27%, fueled by higher homesite sales prices and improved gross margins. The company also announced a quarterly dividend of $0.16 per share.
