The St. Joe Company

The St. Joe Company

JOEยทNYSE

$64.49

+0.35%
Real EstateReal Estate - Diversified

The St. Joe Company, together with its subsidiaries, operates as a real estate development, asset management, and operating company in Northwest Florida. It operates through three segments: Residential, Hospitality, and Commercial. The Residential segment plans and develops residential communities of various sizes for homebuilders or retail consumers. It primarily sells developed homesites and parcels of entitled or undeveloped land. The Hospitality segment owns and operates a private membership club, golf courses, beach clubs, retail outlets, marinas, and other entertainment assets. This segment also engages in the hotel, food and beverage, and gulf-front vacation rental operations, as well as provides management services. The Commercial segment engages in leasing of commercial property, multi-family, a senior living community, and other assets. This segment also plans, develops, entitles, manages, and sells commercial land holdings for retail, office, hotel, senior living, multi-family, self-storage, and industrial uses; and grows and sells pulpwood, sawtimber, and other forest products. The company owns 170,000 acres of land in Northwest Florida. The St. Joe Company was incorporated in 1936 and is based in Panama City Beach, Florida.

At a Glance

Live Snapshot
Market Cap$3.70B
EPS2.0000
P/E Ratio32.24
Earnings Date07/22/2026
joe

The St. Joe Company Street Expectations Map

JOE ยท NYSE

No Target Data

No analyst price targets available for joe.

joe

The St. Joe Company Forward Estimates of Revenue

JOE ยท NYSE
Latest Revenue
513.32M
FY 2025
Avg Estimate
86.10M
FY 2026
Estimate Range
86.10M - 86.10M
Analyst Spread

Forward Growth Analysis

Projected Growth-83.2%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage1 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread0%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

joe

The St. Joe Company Forward Estimates of Net Income

JOE ยท NYSE
Latest Net Income
115.63M
FY 2025
Avg Estimate
14.41M
FY 2026
Estimate Range
14.41M - 14.41M
Analyst Spread

Forward Growth Analysis

Projected Growth-87.5%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage1 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread0%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

joe

The St. Joe Company Forward Estimates of EPS

JOE ยท NYSE
Latest EPS
2.00
FY 2025
Avg Estimate
$0.25
FY 2026
Estimate Range
$0.25 - $0.25
Analyst Spread

Forward Growth Analysis

Projected Growth-87.5%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage1 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread0%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

joe

The St. Joe Company Forward Estimates of EBIT

JOE ยท NYSE
Latest EBIT
232.13M
FY 2025
Avg Estimate
29.24M
FY 2026
Estimate Range
29.24M - 29.24M
Analyst Spread

Forward Growth Analysis

Projected Growth-87.4%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage1 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread0%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

joe

The St. Joe Company Forward Estimates of EBITDA

JOE ยท NYSE
Latest EBITDA
279.59M
FY 2025
Avg Estimate
37.27M
FY 2026
Estimate Range
37.27M - 37.27M
Analyst Spread

Forward Growth Analysis

Projected Growth-86.7%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage1 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread0%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

joe

The St. Joe Company Forward Estimates of SG&A Expense

JOE ยท NYSE
Latest SG&A Expense
6.58M
FY 2025
Avg Estimate
2.42M
FY 2027
Estimate Range
2.42M - 2.42M
Analyst Spread

Forward Growth Analysis

Projected Growth-63.2%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage1 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread0%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

joe

The St. Joe Company Insider Positioning

JOE ยท NYSE

During the last 12 months, insiders have sold $80.53M worth of JOE shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

514.6K

33.99M

Net Activity

-34.0M

-$33.99M

3-6 Months

Bought

0

0.00

Sold

229.9K

15.20M

Net Activity

-15.2M

-$15.20M

6-9 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

9-12 Months

Bought

0

0.00

Sold

616.0K

31.34M

Net Activity

-31.3M

-$31.34M

Top Buyers

No buying activity

Top Sellers

1
BBR

Berkowitz Bruce R

10 Percent Owner

1.4M sharesโ€ข26 transactions

$80.53M

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $80.53M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$33.99M

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

1 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Persistent selling pressure: Consistent insider selling with weak buy/sell ratio suggests insiders may be capitalizing on current valuation. Exercise caution and review recent earnings quality and management commentary.