JOEThe St. Joe Company
Price
+29%1YEnd-of-day closes, not the intraday tick.
More going right than wrong
Quality mixed, nothing alarming, undemanding price, growing in the filings, the market undecided.
St. Joe was incorporated in the State of Florida in 1936. We are a diversified real estate development, asset management and operating company. As of December 31, 2025, we owned 165,000 acres of land in Northwest Florida, compared to 167,000 acres and 168,000 acres as of December 31, 2024 and 2023, respectively. A portion of our land is within the Bay-Walton Sector Plan (“Sector Plan”) that entitles or gives legal rights for us to originally develop over 170,000 residential dwelling units, over 22 million square feet of retail, commercial and industrial space and over 3,000 hotel rooms on lands within Florida’s Bay and Walton counties.
In the company’s own words · 10-K filed Feb 25, 2026 · SEC EDGAR
Charts
As reported to the SEC, without any scoring.
The St. Joe Company (JOE) reported revenue of $159M in Q2 2026 (quarter ended Jun 30, 2026), up 23% from the same quarter a year earlier. That came with a gross margin of 46% and net income of $40M (25% of revenue). For the full year FY2025, revenue was $513M (+27% year on year) and net income $116M. Its largest product in Q2 2026 was Hospitality at $74M, 50% of the disclosed total, just ahead of Real Estate at 47%. The next results filing is expected around Oct 28, 2026, the same week as a year ago.
What the company said
The company's own words from its current reports to the SEC, newest first
- Jul 29, 2026Dividend On July 29, 2026, the Board of Directors of the Company declared a quarterly cash dividend of $0.16 per share on its common stock, payable on September 18, 2026, to shareholders of record at the close of business on August 21, 2026.Earnings release · Form 8-K
- May 12, 2026❖ Expand portfolio of recurring income producing.Regulation FD disclosure · press release
- May 4, 2026As of May 4, 2026, The St. Joe Company (the “Company”) had a total authority of approximately $49.2 million available for purchase of shares of its common stock pursuant to its previously announced Stock Repurchase Program (the “Plan”)Other event · Form 8-K
Quoted from SEC EDGAR filings. A current report is filed within four business days of the event it describes.
Business segments
Jun 2026 · $147.4MThe company’s own SEC segment disclosure.
- Hospitality$74.2M50%
- Real Estate$69.6M47%
- Sale Of Vacation Rental Properties$3.6M2%
Why these answers
Each answer with the checks it was read from. Open one for the numbers.
Conflicts between checks are named, never averaged, and thin data says so.
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