Stocks Real estate JOE
NYSE · Real estateST JOE Co (JOE)
ST JOE Co brought in $542.9M of revenue over the twelve months to September 30, 2026, up 11.1% from a year earlier. Net income was $121.3M, a net margin of 22.3%. Operating cash flow minus capital spending left $186.6M of free cash flow in fiscal 2025. At September 30, 2026 it held $117.9M in cash against $361.7M of debt. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on October 28, 2026.
Key facts about ST JOE Co
- Net worth
- ST JOE Co has a market value (market cap) of $4.3B at the latest share price, and shareholders' equity of $765.1M on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Revenue and profit
- In fiscal 2025 revenue was $513.2M (+27.4% year on year), with net income of $115.6M. Over the 12 months to September 30, 2026: revenue $542.9M, net income $121.3M.
- Cash flow
- In fiscal 2025 operations brought in $190.7M of cash; after $4.1M of capital spending, free cash flow was $186.6M.
- Latest report
- The latest periodic report (quarterly report, 10-Q) was filed with the SEC on October 28, 2026 and covers the period to September 30, 2026. Open on SEC EDGAR
- Next earnings report
- ST JOE Co's next report is expected around February 24, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
- Dividend
- ST JOE Co declared dividends of $0.58 per share in fiscal 2025, a yield of 0.77% at the current price.
What ST JOE Co does
ST JOE Co is registered with the SEC under industry code SIC 6552 (Land Subdividers & Developers (No Cemeteries)). Its shares trade on NYSE under the ticker JOE.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2025 | $513.2M | $115.6M | $1.99 | $186.6M |
| 2024 | $402.7M | $74.2M | $1.27 | $100.2M |
| 2023 | $389.3M | $77.7M | $1.33 | $97.7M |
| 2021 | $252.3M | $70.9M | $1.21 | $40.9M |
| 2021 | $267M | $74.6M | $1.27 | $107.5M |
| 2020 | $160.6M | $45.2M | $0.77 | $31.6M |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Where JOE ranks in Real estate
Dividends
ST JOE Co declared $0.58 per share in fiscal 2025. At the current price that is a yield of 0.77%. It paid out $33.6M in cash dividends, 29% of its net income.
| Fiscal year | Per share | Paid out | Of profit |
|---|---|---|---|
| 2025 | $0.58 | $33.6M | 29% |
| 2024 | $0.52 | $30.3M | 41% |
| 2023 | $0.44 | $25.7M | 33% |
| 2021 | $0.40 | $23.5M | 33% |
| 2021 | $0.32 | $18.8M | 25% |
| 2020 | $0.07 | $4.1M | 9% |
Latest SEC filings
What ST JOE Co has filed recently, newest first. Each links to the original document on SEC EDGAR.
- October 28, 2026Quarterly report 10-Q · period to September 30, 2026Revenue fell 3% to $156.2M versus the same quarter last year; diluted EPS $0.65 versus $0.67.
- October 28, 2026
- July 29, 2026Quarterly report 10-Q · period to June 30, 2026Revenue rose 23% to $158.8M versus the same quarter last year; diluted EPS $0.71 versus $0.51.
- July 29, 2026
- June 23, 2026Activist stake changed SCHEDULE 13D/A
- May 14, 2026
- May 12, 2026
- May 7, 2026Activist stake changed SCHEDULE 13D/A
- May 4, 2026Other event 8-K
- April 29, 2026Quarterly report 10-Q · period to March 31, 2026Revenue rose 5.1% to $99M versus the same quarter last year; diluted EPS $0.24 versus $0.30.
What is JOE worth? A DCF from its reported cash flow
Insider trades
What the people running ST JOE Co did with its shares, from the Form 4 filings they must send the SEC within two business days.
No insider trades were reported in the last 90 days.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| June 18, 2026 | Berkowitz Bruce R10% owner | Sold | 140,400 | $9.2M |
| June 16, 2026 | Berkowitz Bruce R10% owner | Sold | 26,700 | $1.7M |
| June 15, 2026 | Berkowitz Bruce R10% owner | Sold | 94,200 | $6.2M |
| June 12, 2026 | Berkowitz Bruce R10% owner | Sold | 63,800 | $4.2M |
| June 10, 2026 | Berkowitz Bruce R10% owner | Sold | 29,200 | $1.9M |
| June 9, 2026 | Berkowitz Bruce R10% owner | Sold | 30,500 | $2M |
| June 8, 2026 | Berkowitz Bruce R10% owner | Sold | 29,000 | $1.9M |
| June 5, 2026 | Berkowitz Bruce R10% owner | Sold | 33,600 | $2.2M |
Who owns JOE
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
| Holder | Of class | Filed |
|---|---|---|
| Bruce R. Berkowitz13D, may seek influence with 2 related filers | 31.7% | June 23, 2026 |
| Vanguard Portfolio Management13G, passive | 6.72% | April 29, 2026 |
Largest institutional holders
Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 320 managers reported a position.
| Holder | Shares | Change on quarter |
|---|---|---|
| Fairholme Capital Management LLC | 18,182,367 | -1,027,800 |
| BlackRock, Inc. | 6,148,018 | +165,553 |
| Vanguard Portfolio Management LLC | 3,922,394 | +82,829 |
| Vanguard Capital Management LLC | 1,800,077 | -538 |
| State Street Corp | 1,554,006 | +68,496 |
| Dimensional Fund Advisors LP | 1,353,659 | +34,721 |
| Select Equity Group, L.P. | 1,341,063 | +66,075 |
| Geode Capital Management, LLC | 1,198,445 | +181,081 |
| Praetorian PR LLC | 675,000 | 0 |
| Fmr LLC | 651,353 | -346 |
| Horizon Kinetics Asset Management LLC | 592,608 | +49,999 |
| First Trust Advisors LP | 533,471 | +405,914 |
| Nitor Capital Management LLC | 526,496 | -1,104 |
| Gabelli Funds LLC | 505,400 | -15,000 |
| Morgan Stanley | 492,857 | +30,717 |
| Northern Trust Corp | 477,972 | +24,365 |
| Gamco Investors, Inc. ET AL | 467,170 | -4,340 |
| Victory Capital Management Inc | 409,952 | -26,389 |
| Invesco Ltd. | 402,756 | +52,304 |
| Punch & Associates Investment Management, Inc. | 376,859 | new |
Insiders
5 insiders reported holding 15,207,043 shares in total, about $1.14B at the last price.
| Holder | Shares |
|---|---|
| Berkowitz Bruce R10% owner | 15,073,624 |
| Gonzalez Jorge LuisPresident, CEO and Chairman, Director | 77,883 |
| Bakun MarekEVP & Chief Financial Officer | 24,995 |
| WALTERS Elizabeth JSVP, Chief Legal Officer & Sec | 18,983 |
| Goff RheaSVP & Chief Admin. Officer, Director | 11,558 |
Questions about JOE
What does ST JOE Co do?
ST JOE Co is a company in the Real estate sector, listed on NYSE as JOE. Its shares trade on NYSE under the ticker JOE.
What is ST JOE Co's net worth?
ST JOE Co has a market value (market cap) of $4.3B at the latest share price, and shareholders' equity of $765.1M on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is ST JOE Co profitable?
Yes. Over the twelve months to September 30, 2026 it reported net income of $121.3M on revenue of $542.9M, a net margin of 22.3%.
How much revenue does ST JOE Co make?
Over the twelve months to September 30, 2026 ST JOE Co reported revenue of $542.9M. That is 11.1% more than a year earlier.
When did ST JOE Co last report?
Its most recent periodic report is the quarterly report (10-Q) filed on October 28, 2026. It covers the period to September 30, 2026. Its newest filing of any kind is the planned insider sale from November 2, 2026.
When is ST JOE Co's next earnings report?
ST JOE Co's next report is expected around February 24, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
Does ST JOE Co pay a dividend?
Yes. ST JOE Co declared dividends of $0.58 per share in fiscal 2025, a yield of 0.77% at the current price.
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Where the numbers come from
Financial figures are the values ST JOE Co tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.