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St Joe Company (JOE)
NYSE:JOE
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St Joe Company (JOE) Price & Analysis

234 Followers

JOE Stock Chart & Stats

$65.07
$0.10(0.23%)
At close: 4:00 PM EST
$65.07
$0.10(0.23%)

Bulls Say, Bears Say

Bulls Say
Balance Sheet StrengthZero reported total debt in the trailing twelve months materially increases financial flexibility, reduces interest burden, and expands capacity to fund capex, dividends, buybacks or absorb cyclical revenue swings. That balance-sheet optionality supports multi-year strategic execution.
Higher Recurring Revenue MixRecurring hospitality and leasing now form the majority of revenue with improving margins, creating steadier cash flows than one-time lot sales. A larger recurring base improves revenue predictability, supports operating margin stability, and enables reinvestment in amenities and leasing growth.
Deeper Sales Pipeline & InfrastructureA national-builder agreement plus long-range water/sewer deals expand a high-quality, multi-year homesite pipeline. Structural infrastructure commitments and a PulteGroup takedown framework de-risk monetization timing and underpin durable future residential and commercial revenue streams.
Bears Say
JV Earnings SensitivityA ~66% drop in JV equity income underscores material earnings exposure to partner-driven home closing volumes. Reliance on unconsolidated ventures can produce sizable, lumpy swings in net income and EPS that are outside St. Joe’s direct operating control and can persist across cycles.
Multi-year Timing & Permitting RiskKey projects and homesite monetization are paced by permits and market takedowns, with notable items not contributing revenue until 2027 or later. Extended development timelines create structural timing risk that delays cash realization and leaves growth contingent on external market demand.
Earnings & Cash Flow VolatilityUnusual TTM gross-margin behavior and historically volatile free cash flow raise earnings-quality concerns. Large swings in margins and FCF, tied to project timing and sales mix, complicate forecasting and reduce the predictability of sustainable operating cash generation over multi-year horizons.

St Joe Company News

JOE FAQ

What was St Joe Company’s price range in the past 12 months?
St Joe Company lowest stock price was $42.65 and its highest was $73.54 in the past 12 months.
    What is St Joe Company’s market cap?
    St Joe Company’s market cap is $3.69B.
      When is St Joe Company’s upcoming earnings report date?
      St Joe Company’s upcoming earnings report date is Jul 29, 2026 which is in 69 days.
        How were St Joe Company’s earnings last quarter?
        St Joe Company released its earnings results on Apr 29, 2026. The company reported $0.242 earnings per share for the quarter, beating the consensus estimate of N/A by $0.242.
          Is St Joe Company overvalued?
          According to Wall Street analysts St Joe Company’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does St Joe Company pay dividends?
            St Joe Company pays a Quarterly dividend of $0.16 which represents an annual dividend yield of 0.98%. See more information on St Joe Company dividends here
              What is St Joe Company’s EPS estimate?
              St Joe Company’s EPS estimate for its next earnings report is not yet available.
              How many shares outstanding does St Joe Company have?
              St Joe Company has 57,409,744 shares outstanding.
                What happened to St Joe Company’s price movement after its last earnings report?
                St Joe Company reported an EPS of $0.242 in its last earnings report, beating expectations of N/A. Following the earnings report the stock price went down -6.461%.
                  Which hedge fund is a major shareholder of St Joe Company?
                  Currently, no hedge funds are holding shares in JOE
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    St Joe Company

                    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.

                    St Joe Company (JOE) Earnings & Revenues

                    JOE Earnings Call

                    Q1 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call presented a largely positive operational and strategic picture: revenue and operating income increased, hospitality and recurring revenue reached records, and margins improved materially. Management executed notable strategic moves (large builder agreement, infrastructure deal), maintained disciplined capital allocation (capex, dividends, buybacks, debt reduction), and is actively pursuing commercial opportunities. The primary negatives were a sizable drop in net income driven by a large decline in equity income from a joint venture (volume-driven and described as cyclical) and timing/permitting lags that postpone some future revenue. Overall, the positives around recurring revenue growth, margin expansion, strategic partnerships, and capital actions outweigh the near-term earnings volatility and timing risks.View all JOE earnings summaries
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                    Ownership Overview

                    28.43%46.82%2.76%0.19%
                    28.43% Insiders
                    2.76% Other Institutional Investors
                    0.19% Public Companies and
                    Individual Investors
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