St. Joe (JOE)
Develops Northwest Florida communities while operating hospitality venues and income-producing properties.
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Develops Northwest Florida residential communities and sells homesites while operating hotels, clubs, golf, marinas, and leased commercial and multifamily properties. Revenue combines land and homesite sales with recurring hospitality and leasing income, all tied to a concentrated regional land base.
Develops residential communities and sells homesites from a 165,000-acre Northwest Florida land base. The residential segment spans master-planned communities, builder sales, completed homes, and brokerage-related services; hospitality operates Watersound Club, hotels, golf courses, beach clubs, vacation rentals, restaurants, and marinas; commercial earns leasing income from retail, office, industrial, multifamily, and self-storage properties while also selling commercial and rural land.
Turns entitled land into infrastructure, developed parcels, and recurring operating assets, often through joint ventures. Results remain concentrated between Tallahassee and Destin and depend on regional migration, homebuilder demand, tourism, club usage, tenant occupancy, development approvals, insurance availability, and exposure to hurricanes and other severe weather.
Company facts
No analyst consensus on record.
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $117.3M · Total debt $551.5M · Total assets $1.51B · Shareholders' equity $764.5M
- Revenue
- $158.8M
- Operating income
- $54.8M
- Net income
- $40.5M
HistoryDividendAnnual yield
| Institutions | 88.59% | 50.44M shares | |
|---|---|---|---|
| 328 holders · as of Jun 30, 2026 | |||
| Insiders | 0.24% | 134.0K shares | |
| 5 holders · as of Mar 4, 2026 | |||
| Other | 11.17% | 6.36M shares | |
| remainder | |||
56.93M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Fairholme Capital Management LLCInstitution | 31.94% | 18.18M | as of Jun 30, 2026 |
BlackRock, Inc.Institution | 10.80% | 6.15M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 6.89% | 3.92M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 3.16% | 1.80M | as of Jun 30, 2026 |
State Street CorpInstitution | 2.73% | 1.55M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jun 18, 2026 | Bruce R. Berkowitz | 10 percent owner | −140,400 | $65.71 |
| Jun 16, 2026 | Bruce R. Berkowitz | 10 percent owner | −26,700 | $65.03 |
| Jun 15, 2026 | Bruce R. Berkowitz | 10 percent owner | −94,200 | $65.59 |
| Jun 12, 2026 | Bruce R. Berkowitz | 10 percent owner | −63,800 | $65.25 |
| Jun 10, 2026 | Bruce R. Berkowitz | 10 percent owner | −29,200 | $65.13 |
- Howard Hughes
Master-planned-community peer with mixed-use assets
- D.R. Horton
National homebuilder scale against Northwest Florida communities
- Lennar
Florida-rooted builder competing for new-home demand
- Forestar Group
Finished-lot developer against JOE homesites
- Airbnb
Lodging alternative for Gulf leisure travelers
- PulteGroup
Amenitized homebuilding and active-adult buyer overlap
- Toll Brothers
Luxury homebuilder overlap with amenity-rich communities
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| St. Joe | $66.64 | +3.21% | $3.68B | 30.2 | — | 6.7 | +23.0% |
| Howard Hughes | $66.03 | +0.66% | $3.91B | 13.3 | 20.9 | 1.6 | +330.2% |
| D.R. Horton | $144.65 | +3.88% | $38.95B | 13.3 | 13.0 | 1.2 | +0.0% |
| Lennar | $83.32 | +6.71% | $19.39B | 14.8 | 16.9 | 0.6 | −9.0% |
| Forestar Group | $27.18 | +3.01% | $1.35B | 7.9 | 9.6 | 0.8 | +4.2% |
| Airbnb | $161.48 | −3.21% | $99.02B | 38.1 | 28.1 | 7.5 | +16.5% |
| PulteGroup | $122.59 | +3.04% | $22.96B | 12.2 | 11.5 | 1.4 | −9.6% |
| Toll Brothers | $138.33 | +2.09% | $12.67B | 10.9 | 10.2 | 1.2 | −9.7% |
| Median | 13.3 | 13.0 | 1.2 | +0.0% |