ST JOE Co(JOE)— Stock Profile, AI Score & Financials
Real Estate · NYSE · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
ST JOE Co (JOE) stock profile, AI quality score, and SEC EDGAR financial data, a Real Estate sector company. 13F Pro's AI-powered ranking engine scores JOE at 69.5/100 on a 32-signal composite quality model, placing it at rank #265 of 2,961 stocks — the top 10% of the AI-ranked universe. JOE scores in the top quartile across free cash flow (90.3), profitability (83.5), balance sheet strength (77.3). Areas of concern include revenue scale (38.4), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), ST JOE Co reports quarterly revenue of $158.8M, net income of $40.5M, an operating margin of 34.5%. Top institutional holders of JOE by reported 13-F value include FAIRHOLME CAPITAL MANAGEMENT, BlackRock, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. JOE trades on the NYSE exchange and files with the SEC under CIK 745308. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate JOE daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for ST JOE Co directly from SEC EDGAR.
AI Quality Score
69.5/100
AI Rank
#265
Revenue
$158.8M
Net Income
$40.5M
Free Cash Flow
$43.0M
Operating Margin
34.5%
JOE key financials by period
ST JOE Co reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating margin
FY 2025
10-K
$513.2M
$115.6M
28.5%
FY 2024
10-K
$402.7M
$74.2M
23.7%
FY 2023
10-K
$389.3M
$77.7M
23.3%
FY 2022
10-K
$252.3M
$70.9M
24.4%
FY 2021
10-K
$267.0M
$74.6M
35.4%
FY 2020
10-K
$160.6M
$45.2M
29.3%
Institutions holding JOE
Institutional investors reporting a position in ST JOE Co on SEC Form 13F.
AI-extracted from the 10-Q filed 2026-07-29 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
St. Joe posted its highest Q2 net income in 30 years ($40.5M, +37.3% YoY) as total revenue rose 23.0% to $158.8M, led by a 38.7% surge in residential real estate sales.
Biggest Revenue Drivers
Hospitality$78.9M+10.9% YoY
Increase driven by membership dues, ancillary spend, and higher hotel ADR, occupancy and guest incidental spend
Residential$52.8M+38.7% YoY
Driven by mix and number of homesites sold and higher estimated homesite residuals ($10.8M vs $1.2M)
Biggest Revenue Drivers
Total revenue: $158.8M+23.0% YoY
Hospitality$78.9M+10.9% YoY
Increase driven by membership dues, ancillary spend, and higher hotel ADR, occupancy and guest incidental spend
Residential$52.8M+38.7% YoY
Driven by mix and number of homesites sold and higher estimated homesite residuals ($10.8M vs $1.2M)
Commercial$21.6M+17.0% YoY
Driven by higher commercial and forestry real estate sales ($6.8M vs $1.9M) and additional commercial property leases
Largest Expense Items
Cost of hospitality revenue$43.7M+3.5% YoY
Grew slower than hospitality revenue due to continued stabilization of properties and improved management of operating expenses
Cost of real estate revenue$35.7M+49.8% YoY
Increased in line with higher volume and mix of homesite and home sales
Depreciation, depletion and amortization$11.4M-5.0% YoY
Decrease primarily due to assets sold since the prior period, partially offset by new hospitality and commercial assets placed in service
Margins: Gross margins expanded across segments: hospitality margin rose to 41.1% from 38.5% and leasing margin rose to 60.0% from 53.9%, driven by property stabilization and improved cost management, lifting operating income to $54.8M from $37.0M.
Watch Items from the Filing
Equity in income from unconsolidated JVs fell to $4.5M from $7.5M, largely because the Latitude Margaritaville Watersound JV completed only 86 home sales versus 137 a year earlier.
Approximately 87% of the Company's real estate is concentrated in Florida's Bay, Gulf, and Walton counties, with 90% within fifteen miles of the Gulf.
Board increased stock repurchase authorization to $200.0M in May 2026; $32.7M (499,700 shares) repurchased this quarter with $173.0M still available.
Total debt of $374.8M includes near-term JV loan maturities such as the $49.3M Pier Park Resort Hotel JV Loan and $4.5M Topsail Hotel Loan, both due in 2027.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
