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The company

St. Joe Company (The)

JOE · NYSE

Real EstateRE Services & DevelopersAbove a falling average

JOE stood above a rising 150-day average in 39 of the last 52 weekly readings, and has been out of that trend for the last 6 weeks. It is 5.0% above that average now. RE Services & Developers: 9% of its 57 stocks in an uptrend (−14 points in four weeks); Real Estate: 11% (−11 points in four weeks).

Statistics

Rotation
Above a falling average
Weeks in an uptrend
out for 6
Industry in uptrend
9% -14 in 4 wk
Insider buys, 12 months
$0
Insider sales, 12 months
$160.1M
Officials’ trades on record
3
Institutions holding
297 (+4)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 39 of 52 weeks.

17 Apr – 16 Oct
10%31%52%Apr 26Jun 26Jul 26Sep 26Oct 26

RE Services & Developers: Few of its stocks are in an uptrend and the share has fallen sharply over four weeks. Real Estate: Few of its stocks are in an uptrend and the share has fallen sharply over four weeks.

Money in and out

1 Nov 2024 – 1 Oct 2026
−$63.8M$0Nov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

3 disclosed lines: House 2, Senate 0, executive 1; 2 people.

WhoDidAmountTraded
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officesold$15k–$50k29 Jul 2026filed 22 Sep 2026
Susie Lee House: U.S. House ClerkNV03soldjoint$1k–$15k27 Oct 2022filed 14 Nov 2022
Susie Lee House: U.S. House ClerkNV03sold$1k–$15k27 Apr 2021filed 10 May 2021

Insiders

Buy orders, 12 months0
Sale orders, 12 months38
Buyers · sellers0 · 2
WhoDidSharesTraded
Bruce R. Berkowitz10% ownersold140,400at $65.7118 Jun 2026filed 23 Jun 2026
Bruce R. Berkowitz10% ownersold26,700at $65.0316 Jun 2026filed 16 Jun 2026
Bruce R. Berkowitz10% ownersold94,200at $65.5915 Jun 2026filed 16 Jun 2026
Bruce R. Berkowitz10% ownersold63,800at $65.2512 Jun 2026filed 16 Jun 2026
Bruce R. Berkowitz10% ownersold29,200at $65.1310 Jun 2026filed 11 Jun 2026
Bruce R. Berkowitz10% ownersold30,500at $65.109 Jun 2026filed 11 Jun 2026
Bruce R. Berkowitz10% ownersold29,000at $65.128 Jun 2026filed 8 Jun 2026
Bruce R. Berkowitz10% ownersold33,600at $65.185 Jun 2026filed 8 Jun 2026
Bruce R. Berkowitz10% ownersold59,100at $65.094 Jun 2026filed 8 Jun 2026
Bruce R. Berkowitz10% ownersold29,200at $65.4911 May 2026filed 12 May 2026
Bruce R. Berkowitz10% ownersold86,500at $66.098 May 2026filed 12 May 2026
Bruce R. Berkowitz10% ownersold25,000at $65.337 May 2026filed 7 May 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders297+4 on the quarter
New · exited39 · 36
Reported value$3.1B

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
FAIRHOLME CAPITAL MANAGEMENT LLCreduced · filed 14 Aug 202618,182,367$1.1B-1,027,800−5.4%
BlackRock, Inc.added · filed 7 Aug 20266,148,018$385.1M+165,553+2.8%
VANGUARD PORTFOLIO MANAGEMENT LLCadded · filed 13 Aug 20263,922,394$245.7M+82,829+2.2%
VANGUARD CAPITAL MANAGEMENT LLCreduced · filed 13 Aug 20261,800,077$112.7M-5380.0%
STATE STREET CORPadded · filed 7 Aug 20261,554,006$97.3M+68,496+4.6%
DIMENSIONAL FUND ADVISORS LPadded · filed 11 Aug 20261,353,659$84.8M+34,721+2.6%
Select Equity Group, L.P.added · filed 14 Aug 20261,341,063$84.0M+66,075+5.2%
GEODE CAPITAL MANAGEMENT, LLCadded · filed 12 Aug 20261,198,445$75.1M+181,081+17.8%
Praetorian PR LLCunchanged · filed 14 Aug 2026675,000$42.3M00.0%
FMR LLCreduced · filed 13 Aug 2026651,353$40.8M-346−0.1%
31 Mar 2023 – 30 Jun 2026
155224292Mar 23Dec 23Dec 24Sep 25Jun 26

Everyone who traded it

Donald J. Trump Executive branchWhite House Office · last 29 Jul 20260 · 1
Bruce R. Berkowitz Company insider10% owner · last 18 Jun 202616 · 61
Fairholme Funds Inc Company insider10% owner · last 8 Jun 20263 · 72
Elizabeth J. Walters Company insiderSVP, Chief Legal Officer & Sec · last 2 Mar 20262 · 0
Jorge Luis Gonzalez Company insiderPresident, CEO and Chairman · last 2 Mar 202617 · 0
Marek Bakun Company insiderEVP & Chief Financial Officer · last 2 Mar 20266 · 0
Rhea Goff Company insiderSVP & Chief Admin. Officer · last 2 Mar 20260 · 0
Susie Lee HouseNV03 · last 27 Oct 20220 · 2
James S. Hunt Company insiderDirector · last 1 Jul 20190 · 0
Thomas P. Murphy, Jr. Company insiderDirector · last 1 Jul 20190 · 0
Howard S. Frank Company insiderDirector · last 2 May 20182 · 0
Kenneth Borick Company insiderSVP, General Counsel · last 27 Apr 20182 · 0

Same industry

BEKE KE HoldingsJust started moving+9%
PETZ TDH HoldingsJust started moving+2%
CRESY Cresud S.A.C.I.F. y AJust started moving+0%
BEEP Mobile InfrastructureAbove a falling average+15%
ARL American Realty InvestorsAbove a falling average+6%

Distance from each stock’s own 150-day average.

Government contracts

No federal award is tied to it.

From its SEC filings

Profit per saleFY 2025 · to 31 Dec 202543.1%
Operating profit marginFY 2025 · to 31 Dec 202528.5%
Free cash flow marginFY 2025 · to 31 Dec 202536.4%
Cash conversionFY 2025 · to 31 Dec 2025165%
Debt to equityFY 2025 · to 31 Dec 20250.51×
Share count trendFY 2025 · to 23 Feb 2026-0.0%
Cash and equivalentsFY 2025 · to 31 Dec 2025$129.6M
Free cash flowFY 2025 · to 31 Dec 2025$186.6M

Analyst forecasts

No analyst forecasts yet.