ST JOE Co
St. Joe is a diversified real estate development, asset management and operating company headquartered in Panama City Beach, Florida. It owns land in Northwest Florida and operates in residential, hospitality and commercial segments. The residential segment primarily develops and sells homesites to homebuilders and, to a limited extent, retail customers. Through a joint venture, homes are constructed and sold in the Latitude Margaritaville Watersound community. Hospitality operations include Watersound Club, hotels, food and beverage operations, retail outlets, gulf-front vacation rentals, marinas and entertainment offerings. The commercial segment owns, develops and leases properties for uses including multi-family, senior living, self-storage, medical, office, retail and industrial, and sells developed and undeveloped land. It also manages timber holdings, growing and selling timber products. St. Joe additionally operates real estate brokerage, title insurance and insurance agency businesses. Its income comes from real estate sales and leasing, hospitality operations, timber sales and other services.
No SEC Form 4 filings for $JOE in the last 30 days.
See all $JOE insider activity →The St. Joe Company (JOE) announced a 12.5% increase in its quarterly dividend to $0.18 per share, payable December 11. The forward yield is 1.06%. The company's commercial properties in northwest Florida remain open, according to its statement.
ST JOE Co (JOE) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 THE ST. JOE COMPANY REPORTS THIRD QUARTER AND FIRST NINE MONTHS OF 2026 RESULTS AND INCREASES QUARTERLY DIVIDEND BY 13% TO $0.18 PER SHARE Highlights for the third quarter of 2026 as compared to the third quarter of 2025. The comparability of period over period
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).
Over the past 7 days, AlphAI's AI scored 3 news stories mentioning JOE (ST JOE Co). Coverage has skewed bullish: 1 bullish, 2 neutral, and 0 bearish.
Recent JOE coverage spans earnings, insider activity and financial news.
The dividend hike may attract income-focused investors, providing modest upward pressure on the stock.
Earnings show mixed performance: quarterly net income down 5% but nine‑month net income up 7%; dividend raised 13% and $64.9 M of stock repurchases signal confidence, while revenue fell 3% YoY.
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.
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.
The St. Joe Company (JOE) announced a 12.5% increase in its quarterly dividend to $0.18 per share, payable December 11. The forward yield is 1.06%. The company's commercial properties in northwest Florida remain open, according to its statement.
1 min readST JOE Co (JOE) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 THE ST. JOE COMPANY REPORTS THIRD QUARTER AND FIRST NINE MONTHS OF 2026 RESULTS AND INCREASES QUARTERLY DIVIDEND BY 13% TO $0.18 PER SHARE Highlights for the third quarter of 2026 as compared to the third quarter of 2025. The comparability of period over period
2 min readFairholme 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. 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: · Quarterly net income increased by 37% to $40.5 m
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.
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