US · Real Estate · Real Estate - Diversified
with an average price target of $19.00.
CONFIDENT St. Joe delivered record Q2 revenue ($158.9M, +23% YoY) and historic net income ($40.5M, +37% YoY) with margin expansion across all segments. Aggressive capital returns ($32.7M buybacks) reducing share count to 30-year low; utility corridor capex underway for future residential pipeline. Q2 2026 Demand for homes continues expanding from broader geographic origin mix. Florida State University aerospace R&D center in planning stage; aviation/aerospace targeted industry. Single analyst probed strategy depth: capital allocation model (long-term vs. short-term), power/utility constraints, and waterfront asset unlock. Management consistently deferred to broader strategic frameworks and long-term planning; avoided disclosure of pending contracts or forward guidance. 2026-07-31…
Full summary in the app.
| Fund | Stake |
|---|---|
| Fairholme Capital Management LLC | 31.94% |
| BlackRock Inc | 10.80% |
| Vanguard Portfolio Management, LLC | 6.89% |
| Vanguard Capital Management, LLC | 3.16% |
| State Street Corp | 2.73% |
| Dimensional Fund Advisors, Inc. | 2.38% |
| Select Equity Group LP | 2.36% |
| Geode Capital Management, LLC | 2.11% |
| Document | Date |
|---|---|
| Quarterly report · Q2 2026 THE ST. JOE COMPANY – Q2 2026 SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Total Assets: $1,508.3 million (June 30, 2026) vs. $1,518.4 million (D | 2026-07-29 |
| Results announced · Q3 2026 ST. JOE COMPANY Q2 2026 RESULTS SUMMARY --- HEADLINE NUMBERS • Q2 2026 Net Income: $40.5 million ($0.71 per share) — up 37% from $29.5 million ($0. | 2026-07-29 |
| Shareholder vote results · Q2 2026 THE ST. JOE COMPANY - SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Annual Shareholder Meeting held: May 12, 2026 • Total votes cast on director e | 2026-05-14 |
| Reg FD disclosure · Q2 2026 ST. JOE COMPANY (JOE) - FORM 8-K SUMMARY DOCUMENT TYPE & FILING BASICS • Form 8-K Current Report filed May 12, 2026 • Company: The St. Joe Company • | 2026-05-12 |
| Company announcement · Q2 2026 THE ST. JOE COMPANY – FORM 8-K SUMMARY May 4, 2026 --- HEADLINE NUMBERS • Total Stock Repurchase Authorization: $200.0 million – Board approved add | 2026-05-04 |
| Quarterly report · Q1 2026 THE ST. JOE COMPANY - Q1 2026 SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Total assets: $1,517,748 thousand (March 31, 2026) vs. $1,518,426 thou | 2026-04-29 |
| Proxy statement · Q2 2026 THE ST. JOE COMPANY – 2026 PROXY STATEMENT SUMMARY WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1: Elect six directors for one-year terms (Cesar L. Al | 2026-03-31 |
| Annual report FY2025 THE ST. JOE COMPANY – 2025 ANNUAL REPORT SUMMARY HEADLINE NUMBERS • Market capitalization: approximately $1.8 billion (as of June 30, 2025) • Outsta | 2026-02-25 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.16 / share ex-date Aug 21, 2026 · pay Sep 18, 2026 | 2026-08-21 |
| Dividend | $0.16 / share ex-date Jun 9, 2026 · pay Jun 25, 2026 | 2026-06-09 |
| Dividend | $0.16 / share ex-date Mar 9, 2026 · pay Mar 26, 2026 | 2026-03-09 |
| Dividend | $0.16 / share ex-date Nov 13, 2025 · pay Dec 12, 2025 | 2025-11-13 |
| Announcement | Date |
|---|---|
| Board authorizes additional share repurchase authority under existing plan The St. Joe Company announced on May 4, 2026 that its Board of Directors approved an additional $150.8 million in share repurchase authority. This brings the total authorized repurchase capa | 2026-05-04 |
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Open in the appGoogle PlayApp StoreData updated 2026-10-18.