St. Joe Company (JOE)

In the past six months, The St. Joe Co. has experienced several notable stock events. The company reported strong financial results for Q2 and Q3 2025, with increased net income and revenue. The stock has reached new 52-week highs multiple times, trading as high as $66.08 on January 14, 2026. The company increased its quarterly dividend to $0.16 per share, up from $0.14, with the dividend paid on December 12, 2025. There have been instances of insider selling, with major shareholder Bruce R. Berkowitz selling 6,100 shares in December 2025. The company also announced the commencement of development for a Publix Super Market at Watersound West Bay Center in December 2025.

Demand for The St. Joe Company's products and services exhibits some seasonality, particularly in its hospitality segment, with openings and renovations strategically scheduled to capture peak- and shoulder-season demand. For its residential developments, management matches phased entitlements and infrastructure to absorption with multi-year pipelines, targeting steady homesite closings through 2025–2027. The overall real estate market in Florida can be influenced by population inflows, which support housing and leisure demand.

The St. Joe Company (JOE) is a real estate development, asset management, and operating company focused on Northwest Florida. It operates across three segments: Residential, Hospitality, and Commercial real estate. The company began as St. Joe Paper Company in 1936, focusing on timber and paper production, and later shifted to real estate development and asset management. The Residential segment develops communities into homesites. The Hospitality segment owns and operates hotels, resorts, and vacation rentals. The Commercial segment focuses on leasing commercial properties and the company also manages timber operations and offers rural acreage for sale. The St. Joe Company is categorized under the Real Estate sector and the Diversified Real Estate industry.

The St. Joe Company's geographic presence is concentrated in Northwest Florida, particularly in Bay and Walton counties. The company owns approximately 171,000 acres in Northwest Florida, with a significant portion within the Bay-Walton Sector Plan, where 53,000 acres have been placed into conservation. Its development activities are centered around areas like Northwest Florida Beaches International Airport (ECP) and Panama City Beach.

The St. Joe Company has received positive recognition for its workplace culture, earning the "Great Place to Work Certification™" for the second consecutive year, indicating a strong internal reputation. There is no information in the provided search results about negative events specifically impacting the company's brand reputation in the past year.

The ownership of The St. Joe Co. is a mix of institutional and individual investors, with Fairholme Capital Management LLC and Bruce R. Berkowitz being significant owners. Major institutional owners include Fairholme Capital Management Llc, BlackRock, Inc., Vanguard Group Inc., State Street Corp, Dimensional Fund Advisors Lp, Select Equity Group, L.P., Geode Capital Management, LLC, Capital Research Global Investors, FMR LLC and GAMCO Investors, Inc. These institutions collectively hold a significant number of shares, with 507 institutional owners holding a total of 75,923,871 shares as of recent filings.