ST JOE Co
No SEC Form 4 filings for $JOE in the last 30 days.
See all $JOE insider activity →Fairholme Capital's Q2 2026 filing shows 76% of its portfolio in St. Joe Company (JOE), with JOE reporting record Q2 revenue and net income growth. Fairholme also opened positions in Pfizer (PFE), Campbell Soup, and UPS, and added to Berkshire Hathaway (BRK-B) and Progressive (PGR).
St. Joe (NYSE:JOE) reported Q2 earnings call highlights. CFO Marek Bakun said Bay County homesites contributed to residual balance, with $14.6M new true-ups and $5.3M collected existing true-ups in 1H 2026. In Q2, the company repurchased $32.7M shares, spent $24M capex, repaid $10.9M debt, and paid $9.1M dividends. It targets 2028 completion for a new hospital project.
Simply Wall St reports St. Joe (JOE) released Q2 2026 results, including a quarterly dividend declaration and progress on an ongoing share repurchase program. The article cites the stock at $62.24, with 4.06% YTD and 26.13% over one year. Its DCF fair value estimate is $149.53 per share versus the current price, while P/E is 28.8x.
Over the past 7 days, alphai's AI scored 1 news story mentioning JOE (ST JOE Co). Coverage has skewed bullish: 1 bullish, 0 neutral, and 0 bearish.
Recent JOE coverage spans insider activity, earnings and financial news.
Large fund concentration may drive demand and support price.
Capital allocation mix (buybacks and dividends) and ongoing development execution were emphasized, which can influence valuation and sentiment for JOE.
The article frames the post-results setup as valuation vs a DCF fair value, but it does not provide new, specific earnings figures beyond the existence of results and capital return actions.
Q2 and first-half results show broad-based margin expansion and active capital returns, which can re-rate near-term earnings power and support the stock.
This is a concentrated-ownership and fundamentals recap for JOE, not a new corporate event. The only actionable angle is positioning risk around a large, trimming fund stake.
alphai scores every news story that mentions JOE with an AI model for sentiment and relevance, and aggregates insider trades from ST JOE Co's SEC EDGAR Form 4 filings. Figures refresh continuously.
Fairholme Capital's Q2 2026 filing shows 76% of its portfolio in St. Joe Company (JOE), with JOE reporting record Q2 revenue and net income growth. Fairholme also opened positions in Pfizer (PFE), Campbell Soup, and UPS, and added to Berkshire Hathaway (BRK-B) and Progressive (PGR).
2 min readSt. Joe (NYSE:JOE) reported Q2 earnings call highlights. CFO Marek Bakun said Bay County homesites contributed to residual balance, with $14.6M new true-ups and $5.3M collected existing true-ups in 1H 2026. In Q2, the company repurchased $32.7M shares, spent $24M capex, repaid $10.9M debt, and paid $9.1M dividends. It targets 2028 completion for a new hospital project.
7 min readSimply Wall St reports St. Joe (JOE) released Q2 2026 results, including a quarterly dividend declaration and progress on an ongoing share repurchase program. The article cites the stock at $62.24, with 4.06% YTD and 26.13% over one year. Its DCF fair value estimate is $149.53 per share versus the current price, while P/E is 28.8x.
6 min readST JOE Co (JOE) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 joe-20260729xex99d1.htm EX-99.1 Exhibit 99.1 THE ST. JOE COMPANY REPORTS SECOND QUARTER AND FIRST HALF 2026 RESULTS AND DECLARES A QUARTERLY DIVIDEND OF $0.16 PER SHARE Highlights for the second quarter of 2026 as compared to the second quarter of 2025: · Quarte
6 min readFairholme Capital Management’s Fairholme fund reported in its Q1 2026 13F that about 79.7% of its portfolio is in The St. Joe Company (NYSE:JOE). The article says JOE grew 2025 net income 55.8% to $115.6M and revenue 27.4% to $513.2M. It also notes Fairholme sold about $25M of JOE in 14 transactions in mid-2026 while retaining 15.1M shares.
7 min readBERKOWITZ BRUCE R sold 140,400 shares of ST JOE Co (JOE) at $65.71 ($9.23M total) on 2026-06-18.
2 min readBERKOWITZ BRUCE R sold 184,700 shares of ST JOE Co (JOE) at an average of $65.39 ($65.03–$65.59, $12.08M total) across 3 trades over 2026-06-12 to 2026-06-16.
1 min readBERKOWITZ BRUCE R sold 59,700 shares of ST JOE Co (JOE) at an average of $65.11 ($65.10–$65.13, $3.89M total) across 2 trades over 2026-06-09 to 2026-06-10.
1 min readBERKOWITZ BRUCE R sold 121,700 shares of ST JOE Co (JOE) at an average of $65.12 ($65.09–$65.18, $7.93M total) across 3 trades over 2026-06-04 to 2026-06-08.
1 min readBruce 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.
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