JOE
ST JOE Co
$65.48
+1.19%
$3.7B
No data for this timeframe.
Vol
Market Cap$3.7B
Cap SizeMid Cap
Inst. Holders8 funds
Inst. Value$450.7M
Inst. Activity3 buys / 1 sells
Insider Activity0B / 16S
Insider Net $-$46.0M
SEC Reports2
Exchange NYSE·Sector Land Subdividers & Developers (No Cemeteries)·Inc. FL·CIK 0000745308·Prev Close $64.71
Recent Activity
Jun 8, 2026
Insider
BERKOWITZ BRUCE R sold 29,000 shares
10%+ Owner @ $65.12 ($1.9M)
Jun 5, 2026
Insider
BERKOWITZ BRUCE R sold 33,600 shares
10%+ Owner @ $65.18 ($2.2M)
Jun 4, 2026
Insider
BERKOWITZ BRUCE R sold 59,100 shares
10%+ Owner @ $65.09 ($3.8M)
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.
TWO SIGMA INVESTMENTS, LP — ADD
128,352 shares ($7.6M)
Inst.
WELLS FARGO & COMPANY/MN — ADD
68,862 shares ($4.1M)
Apr 29, 2026
earnings_calendar
JOE Q1 2026 Earnings Scheduled — 2026-04-29
Analyst Ratings
0Strong Buy
0Buy
3Hold
4Sell
1Strong Sell
Historical Analyst Actions
| Date | Firm | Action | 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 |
Latest Reports
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $339.4M | — |
| FMR LLC | $39.7M | — |
| MORGAN STANLEY | $23.5M | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $21.6M | NEW |
| BANK OF AMERICA CORP | $14.2M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 8, 2026 | BERKOWITZ BRUCE | SELL | $1.9M |
| Jun 5, 2026 | BERKOWITZ BRUCE | SELL | $2.2M |
| Jun 4, 2026 | BERKOWITZ BRUCE | SELL | $3.8M |
| May 11, 2026 | BERKOWITZ BRUCE | SELL | $1.9M |
| May 8, 2026 | BERKOWITZ BRUCE | SELL | $5.7M |
8 institutional holders with $450.7M total value (7,591,021 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, MORGAN. Net buying activity: 3 institutions added/increased vs 1 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 5,717,399 | $339.4M | 75.3% | — |
| 2 | FMR LLC | 668,473 | $39.7M | 8.8% | — |
| 3 | MORGAN STANLEY | 396,097 | $23.5M | 5.2% | — |
| 4 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 364,009 | $21.6M | 4.8% | NEW |
| 5 | BANK OF AMERICA CORP /DE/ | 238,929 | $14.2M | 3.1% | — |
| 6 | TWO SIGMA INVESTMENTS, LP | 128,352 | $7.6M | 1.7% | ADD +68.3% |
| 7 | WELLS FARGO & COMPANY/MN | 68,862 | $4.1M | 0.9% | ADD +28.3% |
| 8 | RENAISSANCE TECHNOLOGIES LLC | 8,900 | $528.4K | 0.1% | NEW |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| TWO SIGMA INVESTMENTS, LP | ADD | 76,271 | 128,352 | +68.3% | $7.6M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 53,684 | 68,862 | +28.3% | $4.1M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | NEW | — | 8,900 | — | $528.4K | 2025-Q4 |
| Fund 1 Investments, LLC | EXIT | 21,649 | 0 | -100.0% | $0.00 | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 172,334 | 76,271 | -55.7% | $3.8M | 2025-Q3 |
| NORGES BANK | EXIT | 22,967 | 0 | -100.0% | $0.00 | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 9,000 | 0 | -100.0% | $0.00 | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 67,671 | 172,334 | +154.7% | $8.2M | 2025-Q2 |
| NORGES BANK | NEW | — | 22,967 | — | $1.1M | 2025-Q2 |
| Fund 1 Investments, LLC | NEW | — | 21,649 | — | $1.0M | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 13,061 | 9,000 | -31.1% | $429.3K | 2025-Q2 |
| CITADEL ADVISORS LLC | TRIM | 178,182 | 123,938 | -30.4% | $5.8M | 2025-Q1 |
| UBS Group AG | TRIM | 182,432 | 115,312 | -36.8% | $5.4M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | NEW | — | 67,671 | — | $3.2M | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | NEAR_EXIT | 61,900 | 13,061 | -78.9% | $613.2K | 2025-Q1 |
| NORGES BANK | EXIT | 110,854 | 0 | -100.0% | $0.00 | 2025-Q1 |
| UBS Group AG | DOUBLED | 21,437 | 182,432 | +751.0% | $8.2M | 2024-Q4 |
| CITADEL ADVISORS LLC | ADD | 137,728 | 178,182 | +29.4% | $8.0M | 2024-Q4 |
| WELLS FARGO & COMPANY/MN | TRIM | 129,789 | 85,822 | -33.9% | $3.9M | 2024-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 15,002 | 61,900 | +312.6% | $2.8M | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 357,655 | — | $20.9M | 2024-Q3 |
5 unique insiders with 16 transactions. Net insider value: -$46.0M ($0.00 bought, $46.0M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 8, 2026 | BERKOWITZ BRUCE R | 10%+ Owner | SELL | 29,000 | $65.12 | $1.9M |
| Jun 5, 2026 | BERKOWITZ BRUCE R | 10%+ Owner | SELL | 33,600 | $65.18 | $2.2M |
| Jun 4, 2026 | BERKOWITZ BRUCE R | 10%+ Owner | SELL | 59,100 | $65.09 | $3.8M |
| May 11, 2026 | BERKOWITZ BRUCE R | 10%+ Owner | SELL | 29,200 | $65.49 | $1.9M |
| May 8, 2026 | BERKOWITZ BRUCE R | 10%+ Owner | SELL | 86,500 | $66.09 | $5.7M |
| May 7, 2026 | BERKOWITZ BRUCE R | 10%+ Owner | SELL | 25,000 | $65.33 | $1.6M |
| May 6, 2026 | BERKOWITZ BRUCE R | 10%+ Owner | SELL | 163,600 | $65.78 | $10.8M |
| May 5, 2026 | BERKOWITZ BRUCE R | 10%+ Owner | SELL | 189,200 | $65.78 | $12.4M |
| Mar 17, 2026 | BERKOWITZ BRUCE R | 10%+ Owner | SELL | 21,100 | $72.22 | $1.5M |
| Mar 4, 2026 | BERKOWITZ BRUCE R | 10%+ Owner | SELL | 1,400 | $73.50 | $102.9K |
| Mar 3, 2026 | BERKOWITZ BRUCE R | 10%+ Owner | SELL | 8,800 | $73.14 | $643.6K |
| Mar 2, 2026 | WALTERS Elizabeth J | SVP, Chief Legal Officer & Sec | A | 3,075 | $0.00 | $0.00 |
| Mar 2, 2026 | Gonzalez Jorge Luis | President, CEO and Chairman | A | 11,126 | $0.00 | $0.00 |
| Mar 2, 2026 | BERKOWITZ BRUCE R | 10%+ Owner | SELL | 11,200 | $72.64 | $813.6K |
| Mar 2, 2026 | GOFF RHEA | SVP & Chief Admin. Officer | A | 2,494 | $0.00 | $0.00 |
| Mar 2, 2026 | Bakun Marek | EVP & Chief Financial Officer | A | 3,702 | $0.00 | $0.00 |
| Feb 27, 2026 | BERKOWITZ BRUCE R | 10%+ Owner | SELL | 19,000 | $71.85 | $1.4M |
| Feb 25, 2026 | GOFF RHEA | SVP & Chief Admin. Officer | F | 141 | $68.92 | $9.7K |
| Feb 25, 2026 | WALTERS Elizabeth J | SVP, Chief Legal Officer & Sec | F | 187 | $68.92 | $12.9K |
| Feb 23, 2026 | WALTERS Elizabeth J | SVP, Chief Legal Officer & Sec | F | 359 | $69.33 | $24.9K |
| Feb 23, 2026 | GOFF RHEA | SVP & Chief Admin. Officer | F | 305 | $69.33 | $21.1K |
| Feb 23, 2026 | Bakun Marek | EVP & Chief Financial Officer | F | 398 | $69.33 | $27.6K |
| Feb 20, 2026 | WALTERS Elizabeth J | SVP, Chief Legal Officer & Sec | F | 370 | $71.52 | $26.5K |
| Feb 20, 2026 | GOFF RHEA | SVP & Chief Admin. Officer | F | 277 | $71.52 | $19.8K |
| Feb 20, 2026 | Bakun Marek | EVP & Chief Financial Officer | F | 445 | $71.52 | $31.8K |
| Feb 20, 2026 | BERKOWITZ BRUCE R | 10%+ Owner | SELL | 1,000 | $71.51 | $71.5K |
| Feb 19, 2026 | BERKOWITZ BRUCE R | 10%+ Owner | SELL | 3,900 | $71.01 | $276.9K |
| Feb 18, 2026 | BERKOWITZ BRUCE R | 10%+ Owner | SELL | 11,100 | $71.27 | $791.1K |
2 SEC filing reports analyzed. Sentiment: 2 bullish, 0 bearish, 0 mixed, 0 neutral. Avg impact: 7.0/10.
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
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| 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
| Date | Analyst Firm | Action | Previous Rating | New 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
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Dec 1, 2021 | 0 | 0 | 3 | 4 | 1 | 0% | |
| Nov 1, 2021 | 0 | 0 | 3 | 4 | 1 | 0% | |
| Oct 1, 2021 | 0 | 0 | 3 | 4 | 1 | 0% | |
| Sep 1, 2021 | 0 | 0 | 3 | 4 | 1 | 0% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
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