ST JOE Co · Land Subdividers & Developers

JOE

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The short version

A high-quality, profitable business with growing sales.

Going well

Sales up 23% in the latest quarter vs a year ago
Profitable every year for 10 years
Sales up 27% last year

Money moves

No insider buying or selling in the last 30 days
Institutions added 0.1% to their holdings in the quarter ending June 2026 (159 bought, 129 sold)
Held by Ray Dalio (Bridgewater)

Facts from SEC filings, not a recommendation.

What the price means

Price as of Oct 26

$68.14+0.8% that day

Company value: $3.9B; Share price times all shares
Price vs profit (P/E): 32.0x; You pay about $32 for each $1 of yearly profit
Price vs sales: 7.1x; Company value is 7.1 times a year of sales
Dividend yield: 0.9%; Yearly dividend as a share of today's price
Cash vs value: 3%; Cash as a share of company value
Debt vs value: 10%; Debt as a share of company value

From JOE's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.

The business over time

Last 12 quarters, from SEC filings

Sales, Jun '26

$158.8M+23% vs a year earlier

Sep '23Tap a barJun '26

Last 12 months: $547.8M, up 28% from the 12 months before. Over 5 years, sales grew about 26% a year.

What the price assumes

Your guesses, our math

Move the sliders to your own view of JOE. Starting points are the company's recent numbers.

Sales growth+28% a yearRecently: +28% a yearProfit margin22%Last 12 months: 22.5%P/E at the end32xToday: 32.0x. Many steady companies trade at 12x to 25xShare count change0% a yearBelow zero means buybacks; above zero means new shares (dilution)

Sales in 5 years$1.9B

Profit in 5 years$414M

Price these guesses point to$232.77+242% vs $68.14 todayAbout +28% a year, before dividends

What today's price needs: with a 22% margin and a 32x P/E, sales would have to grow about 0.1% a year for 5 years just to match today's price.

Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.

Price

Price chart by TradingView.

Business quality

The checklist Warren Buffett-style investors use. Annual numbers for 2025.

6/7Strong

PassReturn on equity 15%+Earns a lot on the money owners have in the business.15.5%
MissDebt under half of equityNot relying on borrowed money.0.51x equity
PassNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.22.5%
PassProfitable every yearSteady profits, not one good year.10 of 10 years
PassFree cash flow positiveBrings in more cash than it spends to run and grow.$186.6M
PassShare count not growingNot diluting owners. Falling means buybacks.-1.3% in 3 years
PassGross margin 40%+Pricing power: sells for well above what it costs to make.43.1%

Revenue: $513.2M; +27.4% vs prior year
5-year growth: +26.2%/yr; revenue, per year
Total debt: $391.2M; 0.51x equity
Free cash flow: $186.6M; 36.4% of revenue

From annual reports filed with the SEC. A checklist is a starting point for research, not a verdict.

Latest quarter

Quarter ended Jun 30, 2026

Reported Jul 29

Revenue: $158.8M; +23.0% YoY
EPS: $0.71; vs $0.51
Op. margin: 34.5%; +5.9 pts
Gross margin: 46.2%; +3.3 pts
Free cash flow: $43.0M
Share count: -1.5%; vs a year ago

Insider rating

Last 90 days

No open-market insider buys or sells in the last 90 days.

Weekly insider trend

No trades to chart yet.

Filing buzz

Last 7 days vs normal

0/ 100

This week: 0
Normal week: 0.2
vs normal: 0.0x

SEC filings of any kind. 50 means a normal week.

Institutional ownership

Steady+0.1%

Institutions added 0.1% to their holdings. 159 bought, 129 sold.

Shares held by institutions50.1M

Sep '24Jun '26

Safety check

From SEC filings

Share count growthYearly rate, last 3 years

-0.8%

Cash runwayAt last year's cash burn

Cash flow positive

Debt to equityLatest balance sheet: debt compared with what owners have

0.5x · $370.3M debt

Shares outstandingLatest reported

57M

Earnings reports

Last 12

Next reportIn 1 days (est.)Estimated from the same quarter last year

Results filedJul 29
Results filedApr 29
Results filedFeb 25
Results filedOct 29, 2025
Results filedJul 23, 2025

Flags and big holders

Offerings 6 months, flags 12 months, holders 90 days

No offerings, red flags or new big holders. Clean record.

Insider trades

Open-market buys and sells, last 90 days

No open-market buys or sells in 90 days. Grants and option exercises are left out.

"Owns after" is the insider's holding right after the trade. Pre-planned (10b5-1) sales are set up months ahead, a weaker signal.