JOE

ST JOE Co

NYSE · Land Subdividers & Developers (No Cemeteries) · Inc. FL · CIK 0000745308
$64.92 -0.06% $3.7B
High Impact Filing (8/10)16 New Institutional Positions8 Institutional Exits
Vol
Market Cap$3.7B
Cap SizeMid Cap
Inst. Holders50 funds
Inst. Value$2.6B
Inst. Activity16 buys / 8 sells
Insider Activity0B / 18S
Insider Net $-$49.9M
SEC Reports2
Exchange NYSE·Sector Land Subdividers & Developers (No Cemeteries)·Inc. FL·CIK 0000745308·Prev Close $64.96

Recent Activity

Jun 10, 2026 Insider
BERKOWITZ BRUCE R sold 29,200 shares
10%+ Owner @ $65.13 ($1.9M)
Jun 9, 2026 Insider
BERKOWITZ BRUCE R sold 30,500 shares
10%+ Owner @ $65.10 ($2.0M)
Jun 8, 2026 Insider
BERKOWITZ BRUCE R sold 29,000 shares
10%+ Owner @ $65.12 ($1.9M)
May 4, 2026 SEC
St. Joe Company's board authorized an additional $150.8 million for share repurchases, bringing total authority to $200
8-K — Impact 6/10
Feb 26, 2026 SEC
ST JOE Co (JOE) reported strong fourth quarter and full year 2025 results with significant revenue and earnings growth a
8-K — Impact 8/10
Inst.
Capital Research Global Investors — TRIM
513,697 shares ($32.3M)
Inst.
GAMCO INVESTORS, INC. ET — TRIM
471,510 shares ($29.6M)
Apr 29, 2026 earnings_calendar
JOE Q1 2026 Earnings Scheduled — 2026-04-29

Analyst Ratings

Historical distribution0% buy · 8 analysts · last covering-analyst action Oct 2015
0Strong Buy
0Buy
3Hold
4Sell
1Strong Sell
Historical Analyst Actions
DateFirmActionRating
Oct 26, 2015 Raymond James DOWNGRADE Outperform → Market Perform
Jul 7, 2015 Raymond James UPGRADE Market Perform → Outperform
Aug 19, 2014 Raymond James DOWNGRADE Outperform → Market Perform
May 23, 2014 Raymond James UPGRADE Market Perform → Outperform
Feb 11, 2014 Raymond James DOWNGRADE Outperform → Market Perform

Latest Reports

BULLISH 8-K 6/10
St. Joe Company's board authorized an additional $150.8 million for share repurchases, bringing total authority to $200
May 4, 2026
BULLISH 8-K 8/10
ST JOE Co (JOE) reported strong fourth quarter and full year 2025 results with significant revenue and earnings growth a
Feb 26, 2026

Top Institutional Holders

FundValueMove
FAIRHOLME CAPITAL MANAGEMENT LLC$1.2B—
BlackRock, Inc.$375.7M—
VANGUARD PORTFOLIO MANAGEMENT LLC$241.1M—
VANGUARD CAPITAL MANAGEMENT LLC$113.1M—
STATE STREET CORP$93.3M—

Recent Insider Trades

DateInsiderTypeValue
Jun 10, 2026BERKOWITZ BRUCESELL$1.9M
Jun 9, 2026BERKOWITZ BRUCESELL$2.0M
Jun 8, 2026BERKOWITZ BRUCESELL$1.9M
Jun 5, 2026BERKOWITZ BRUCESELL$2.2M
Jun 4, 2026BERKOWITZ BRUCESELL$3.8M
50 institutional holders with $2.6B total value (42,189,192 shares) as of 2026-Q1. Top holders: FAIRHOLME, BlackRock,, VANGUARD. Net buying activity: 16 institutions added/increased vs 8 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1FAIRHOLME CAPITAL MANAGEMENT LLC19,210,167$1.2B45.5%—
2BlackRock, Inc.5,982,465$375.7M14.2%—
3VANGUARD PORTFOLIO MANAGEMENT LLC3,839,565$241.1M9.1%—
4VANGUARD CAPITAL MANAGEMENT LLC1,800,615$113.1M4.3%—
5STATE STREET CORP1,485,510$93.3M3.5%—
6DIMENSIONAL FUND ADVISORS LP1,318,938$82.8M3.1%—
7Select Equity Group, L.P.1,274,988$80.1M3.0%DOUBLED +669.3%
8FMR LLC651,699$40.9M1.5%—
9HORIZON KINETICS ASSET MANAGEMENT LLC542,609$34.1M1.3%—
10GABELLI FUNDS LLC520,400$32.7M1.2%—
11Capital Research Global Investors513,697$32.3M1.2%TRIM -37.6%
12GAMCO INVESTORS, INC. ET AL471,510$29.6M1.1%TRIM -25.1%
13MORGAN STANLEY462,140$29.0M1.1%—
14VICTORY CAPITAL MANAGEMENT INC436,341$27.4M1.0%ADD +54.7%
15CHARLES SCHWAB INVESTMENT MANAGEMENT INC370,396$23.3M0.9%—
16Invesco Ltd.350,452$22.0M0.8%DOUBLED +107.1%
17VANGUARD FIDUCIARY TRUST CO275,965$17.3M0.7%—
18GOLDMAN SACHS GROUP INC249,448$15.7M0.6%—
19BANK OF AMERICA CORP /DE/227,594$14.3M0.5%—
20TWO SIGMA INVESTMENTS, LP167,712$10.5M0.4%ADD +68.3%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
Capital Research Global InvestorsTRIM823,697513,697-37.6%$32.3M2026-Q1
GAMCO INVESTORS, INC. ET ALTRIM629,510471,510-25.1%$29.6M2026-Q1
Invesco Ltd.DOUBLED169,191350,452+107.1%$22.0M2026-Q1
PRUDENTIAL FINANCIAL INCDOUBLED75,255163,285+117.0%$10.3M2026-Q1
FIRST TRUST ADVISORS LPDOUBLED33,821127,557+277.2%$8.0M2026-Q1
RENAISSANCE TECHNOLOGIES LLCDOUBLED8,90054,900+516.9%$3.4M2026-Q1
Point72 Asset Management, L.P.TRIM87,08348,949-43.8%$3.1M2026-Q1
Trexquant Investment LPDOUBLED19,07948,808+155.8%$3.1M2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCDOUBLED10,58528,644+170.6%$1.9M2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPADD11,00013,798+25.4%$866.5K2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLCDOUBLED26810,418+3787.3%$654.3K2026-Q1
Mariner, LLCDOUBLED4,3609,801+124.8%$615.5K2026-Q1
FIFTH THIRD BANCORPDOUBLED1969,423+4707.7%$591.8K2026-Q1
SEI INVESTMENTS COADD5,4918,333+51.8%$523.3K2026-Q1
HighTower Advisors, LLCADD3,4766,792+95.4%$426.5K2026-Q1
Pictet Asset Management Holding SAADD4,6586,664+43.1%$418.5K2026-Q1
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUNDNEAR_EXIT48,7805,462-88.8%$343.0K2026-Q1
Beacon Pointe Advisors, LLCTRIM8,7524,464-49.0%$280.3K2026-Q1
M&T BANK CORPTRIM5,4183,914-27.8%$245.8K2026-Q1
BNP Paribas Asset Management Holding S.A.ADD515709+37.7%$44.5K2026-Q1
LOOMIS SAYLES & CO L PADD261421+61.3%$26.4K2026-Q1
Allworth Financial LPADD145247+70.3%$15.5K2026-Q1
HRT FINANCIAL LPNEAR_EXIT75,21113,696-81.8%$860.002026-Q1
Rockefeller Capital Management L.P.TRIM2010-50.0%$628.002026-Q1
Invesco Ltd.ADD114,590169,191+47.6%$10.0M2025-Q4
5 unique insiders with 30 transactions. Net insider value: -$49.9M ($0.00 bought, $49.9M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 10, 2026BERKOWITZ BRUCE R10%+ OwnerSELL29,200$65.13$1.9M
Jun 9, 2026BERKOWITZ BRUCE R10%+ OwnerSELL30,500$65.10$2.0M
Jun 8, 2026BERKOWITZ BRUCE R10%+ OwnerSELL29,000$65.12$1.9M
Jun 5, 2026BERKOWITZ BRUCE R10%+ OwnerSELL33,600$65.18$2.2M
Jun 4, 2026BERKOWITZ BRUCE R10%+ OwnerSELL59,100$65.09$3.8M
May 11, 2026BERKOWITZ BRUCE R10%+ OwnerSELL29,200$65.49$1.9M
May 8, 2026BERKOWITZ BRUCE R10%+ OwnerSELL86,500$66.09$5.7M
May 7, 2026BERKOWITZ BRUCE R10%+ OwnerSELL25,000$65.33$1.6M
May 6, 2026BERKOWITZ BRUCE R10%+ OwnerSELL163,600$65.78$10.8M
May 5, 2026BERKOWITZ BRUCE R10%+ OwnerSELL189,200$65.78$12.4M
Mar 17, 2026BERKOWITZ BRUCE R10%+ OwnerSELL21,100$72.22$1.5M
Mar 4, 2026BERKOWITZ BRUCE R10%+ OwnerSELL1,400$73.50$102.9K
Mar 3, 2026BERKOWITZ BRUCE R10%+ OwnerSELL8,800$73.14$643.6K
Mar 2, 2026WALTERS Elizabeth JSVP, Chief Legal Officer & SecAWARD3,075——
Mar 2, 2026Gonzalez Jorge LuisPresident, CEO and ChairmanAWARD11,126——
Mar 2, 2026BERKOWITZ BRUCE R10%+ OwnerSELL11,200$72.64$813.6K
Mar 2, 2026GOFF RHEASVP & Chief Admin. OfficerAWARD2,494——
Mar 2, 2026Bakun MarekEVP & Chief Financial OfficerAWARD3,702——
Feb 27, 2026BERKOWITZ BRUCE R10%+ OwnerSELL19,000$71.85$1.4M
Feb 25, 2026GOFF RHEASVP & Chief Admin. OfficerTAX W/H141$68.92$9.7K
Feb 25, 2026WALTERS Elizabeth JSVP, Chief Legal Officer & SecTAX W/H187$68.92$12.9K
Feb 23, 2026WALTERS Elizabeth JSVP, Chief Legal Officer & SecTAX W/H359$69.33$24.9K
Feb 23, 2026GOFF RHEASVP & Chief Admin. OfficerTAX W/H305$69.33$21.1K
Feb 23, 2026Bakun MarekEVP & Chief Financial OfficerTAX W/H398$69.33$27.6K
Feb 20, 2026WALTERS Elizabeth JSVP, Chief Legal Officer & SecTAX W/H370$71.52$26.5K
Feb 20, 2026GOFF RHEASVP & Chief Admin. OfficerTAX W/H277$71.52$19.8K
Feb 20, 2026Bakun MarekEVP & Chief Financial OfficerTAX W/H445$71.52$31.8K
Feb 20, 2026BERKOWITZ BRUCE R10%+ OwnerSELL1,000$71.51$71.5K
Feb 19, 2026BERKOWITZ BRUCE R10%+ OwnerSELL3,900$71.01$276.9K
Feb 18, 2026BERKOWITZ BRUCE R10%+ OwnerSELL11,100$71.27$791.1K
2 SEC filing reports analyzed. Sentiment: 2 bullish, 0 bearish, 0 mixed, 0 neutral. Avg impact: 7.0/10.
BULLISH 8-K 6/10
St. Joe Company's board authorized an additional $150.8 million for share repurchases, bringing tota
May 4, 2026
BULLISH 8-K 8/10
ST JOE Co (JOE) reported strong fourth quarter and full year 2025 results with significant revenue a
Feb 26, 2026
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No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Historical analyst distribution (last covering-analyst action Oct 2015): 0% buy across 8 analysts — 0 strong buy, 0 buy, 3 hold, 4 sell, 1 strong sell. No current recommendation available.

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
 $0.00 $0.00 $0.00 — — — $0.0B — —
Next Q
2019-06-30
 $0.00 $0.00 $0.00 — — — $0.0B — —
Current FY
2019-12-31
 $0.00 $0.00 $0.00 — — — $0.0B — —
Next FY
 $0.00 $0.00 $0.00 — — — $0.0B — —
1 analyst firms have rated this stock: 3 upgrades, 3 downgrades, 0 initiations.

Historical Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Oct 26, 2015 Raymond James DOWNGRADE Outperform Market Perform
Jul 7, 2015 Raymond James UPGRADE Market Perform Outperform
Aug 19, 2014 Raymond James DOWNGRADE Outperform Market Perform
May 23, 2014 Raymond James UPGRADE Market Perform Outperform
Feb 11, 2014 Raymond James DOWNGRADE Outperform Market Perform
Nov 20, 2013 Raymond James UPGRADE Market Perform Outperform

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Dec 1, 2021003410%
Nov 1, 2021003410%
Oct 1, 2021003410%
Sep 1, 2021003410%
Strong BuyBuyHoldSellStrong Sell
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No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

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No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Apr 29, 2026
earnings_calendar
JOE Q1 2026 Earnings Scheduled — 2026-04-29
Feb 25, 2026
earnings_calendar
JOE Q4 2025 Earnings After Market Close — 2026-02-25