St. Joe（JOE）株式概要セントジョー・カンパニーは、その子会社とともに、米国で不動産開発、資産管理、運営会社として事業を展開している。 詳細JOE ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長0/6過去の実績5/6財務の健全性3/6配当金2/6報酬当社が推定した公正価値より45.4%で取引されている 過去1年間で収益は44.2%増加しました リスク分析多額の負債を抱えている すべてのリスクチェックを見るJOE Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueUS$Current PriceUS$66.6934.9% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture01b2016201920222025202620282031Revenue US$1.2bEarnings US$249.6mAdvancedSet Fair ValueView all narrativesThe St. Joe Company 競合他社Five Point HoldingsSymbol: NYSE:FPHMarket cap: US$769.4mRMR GroupSymbol: NasdaqCM:RMRMarket cap: US$665.0mComstock Holding CompaniesSymbol: NasdaqCM:CHCIMarket cap: US$151.4mNewmark GroupSymbol: NasdaqGS:NMRKMarket cap: US$3.6b価格と性能株価の高値、安値、推移の概要St. Joe過去の株価現在の株価US$66.6952週高値US$73.5452週安値US$46.37ベータ1.291ヶ月の変化3.96%3ヶ月変化8.58%1年変化35.36%3年間の変化37.82%5年間の変化47.35%IPOからの変化342.14%最新ニュース分析記事 • Jun 18St. Joe (JOE) Stock Could Be 48% Below Fair Value Despite A Rich P/ESt. Joe (JOE) is back on investors’ radar after recent share price moves. This has prompted a closer look at how the real estate-focused company’s mix of residential, hospitality, and commercial operations supports its current valuation. See our latest analysis for St. Joe. At a recent share price of US$63.48, St. Joe’s short term share price performance has softened, with the 90 day share price return down 7.73%, even as the 1 year total shareholder return stands at 36.90% and the 5 year...Upcoming Dividend • Jun 02Upcoming dividend of US$0.16 per shareEligible shareholders must have bought the stock before 09 June 2026. Payment date: 25 June 2026. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of American dividend payers (4.2%). Lower than average of industry peers (2.2%).Seeking Alpha • May 31The St. Joe Company: Unattractive Due To Macro HeadwindsSummary The St. Joe Company has enjoyed robust operational growth in recent years, but the growth spurt may be winding down. JOE's land value debate persists, but near-term stock performance will likely be driven by leasing and hospitality activity rather than the company's theoretical NAV. Rising energy prices and interest rates have a negative impact on housing demand and JOE's monetization prospects. I rate JOE a sell as the stock has rallied sharply over the past year despite a weakening macroeconomic outlook. Read the full article on Seeking AlphaDeclared Dividend • May 03First quarter dividend of US$0.16 announcedShareholders will receive a dividend of US$0.16. Ex-date: 9th June 2026 Payment date: 25th June 2026 Dividend yield will be 1.0%, which is lower than the industry average of 3.2%. Sustainability & Growth Dividend is well covered by both earnings (30% earnings payout ratio) and cash flows (18% cash payout ratio). The dividend has increased by an average of 15% per year over the past 5 years and payments have been stable during that time. Earnings per share has grown by 18% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • May 01The St. Joe Company announces Quarterly dividend, payable on June 25, 2026The St. Joe Company announced Quarterly dividend of USD 0.1600 per share payable on June 25, 2026, ex-date on June 09, 2026 and record date on June 09, 2026.Reported Earnings • Apr 30First quarter 2026 earnings released: EPS: US$0.24 (vs US$0.30 in 1Q 2025)First quarter 2026 results: EPS: US$0.24 (down from US$0.30 in 1Q 2025). Revenue: US$99.0m (up 5.1% from 1Q 2025). Net income: US$13.9m (down 20% from 1Q 2025). Profit margin: 14% (down from 19% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 16% per year.最新情報をもっと見るRecent updates分析記事 • Jun 18St. Joe (JOE) Stock Could Be 48% Below Fair Value Despite A Rich P/ESt. Joe (JOE) is back on investors’ radar after recent share price moves. This has prompted a closer look at how the real estate-focused company’s mix of residential, hospitality, and commercial operations supports its current valuation. See our latest analysis for St. Joe. At a recent share price of US$63.48, St. Joe’s short term share price performance has softened, with the 90 day share price return down 7.73%, even as the 1 year total shareholder return stands at 36.90% and the 5 year...Upcoming Dividend • Jun 02Upcoming dividend of US$0.16 per shareEligible shareholders must have bought the stock before 09 June 2026. Payment date: 25 June 2026. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of American dividend payers (4.2%). Lower than average of industry peers (2.2%).Seeking Alpha • May 31The St. Joe Company: Unattractive Due To Macro HeadwindsSummary The St. Joe Company has enjoyed robust operational growth in recent years, but the growth spurt may be winding down. JOE's land value debate persists, but near-term stock performance will likely be driven by leasing and hospitality activity rather than the company's theoretical NAV. Rising energy prices and interest rates have a negative impact on housing demand and JOE's monetization prospects. I rate JOE a sell as the stock has rallied sharply over the past year despite a weakening macroeconomic outlook. Read the full article on Seeking AlphaDeclared Dividend • May 03First quarter dividend of US$0.16 announcedShareholders will receive a dividend of US$0.16. Ex-date: 9th June 2026 Payment date: 25th June 2026 Dividend yield will be 1.0%, which is lower than the industry average of 3.2%. Sustainability & Growth Dividend is well covered by both earnings (30% earnings payout ratio) and cash flows (18% cash payout ratio). The dividend has increased by an average of 15% per year over the past 5 years and payments have been stable during that time. Earnings per share has grown by 18% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • May 01The St. Joe Company announces Quarterly dividend, payable on June 25, 2026The St. Joe Company announced Quarterly dividend of USD 0.1600 per share payable on June 25, 2026, ex-date on June 09, 2026 and record date on June 09, 2026.Reported Earnings • Apr 30First quarter 2026 earnings released: EPS: US$0.24 (vs US$0.30 in 1Q 2025)First quarter 2026 results: EPS: US$0.24 (down from US$0.30 in 1Q 2025). Revenue: US$99.0m (up 5.1% from 1Q 2025). Net income: US$13.9m (down 20% from 1Q 2025). Profit margin: 14% (down from 19% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 16% per year.お知らせ • Apr 17The St. Joe Company to Report Q1, 2026 Results on Apr 29, 2026The St. Joe Company announced that they will report Q1, 2026 results After-Market on Apr 29, 2026お知らせ • Apr 01The St. Joe Company, Annual General Meeting, May 12, 2026The St. Joe Company, Annual General Meeting, May 12, 2026. Location: at the camp creek inn, 684 fazio dr., inlet beach, fl 32461., United StatesDeclared Dividend • Mar 01Fourth quarter dividend of US$0.16 announcedShareholders will receive a dividend of US$0.16. Ex-date: 9th March 2026 Payment date: 26th March 2026 Dividend yield will be 0.8%, which is lower than the industry average of 3.2%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (20% cash payout ratio). The dividend has increased by an average of 15% per year over the past 5 years and payments have been stable during that time. Earnings per share has grown by 21% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 26Full year 2025 earnings released: EPS: US$2.00 (vs US$1.27 in FY 2024)Full year 2025 results: EPS: US$2.00 (up from US$1.27 in FY 2024). Revenue: US$513.2m (up 27% from FY 2024). Net income: US$115.6m (up 56% from FY 2024). Profit margin: 23% (up from 18% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Feb 26The St. Joe Company Declares Cash Dividend, Payable on March 26, 2026On February 25, 2026, the Board of Directors of The St. Joe Company declared a cash dividend of $0.16 per share on the Company’s common stock, payable on March 26, 2026, to shareholders of record as of the close of business on March 9, 2026.Buy Or Sell Opportunity • Feb 25Now 20% undervaluedOver the last 90 days, the stock has risen 13% to US$68.92. The fair value is estimated to be US$86.49, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 5.5%.お知らせ • Feb 12The St. Joe Company to Report Q4, 2025 Results on Feb 25, 2026The St. Joe Company announced that they will report Q4, 2025 results After-Market on Feb 25, 2026Buy Or Sell Opportunity • Jan 23Now 20% undervaluedOver the last 90 days, the stock has risen 25% to US$63.90. The fair value is estimated to be US$79.95, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 5.5%.分析記事 • Jan 04If EPS Growth Is Important To You, St. Joe (NYSE:JOE) Presents An OpportunityIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...分析記事 • Nov 11Earnings Not Telling The Story For The St. Joe Company (NYSE:JOE) After Shares Rise 25%The St. Joe Company ( NYSE:JOE ) shares have had a really impressive month, gaining 25% after a shaky period...Valuation Update With 7 Day Price Move • Nov 05Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$58.90, the stock trades at a trailing P/E ratio of 32.5x. Average trailing P/E is 25x in the Real Estate industry in the US. Total returns to shareholders of 68% over the past three years.分析記事 • Nov 02St. Joe's (NYSE:JOE) Shareholders Will Receive A Bigger Dividend Than Last YearThe St. Joe Company's ( NYSE:JOE ) dividend will be increasing from last year's payment of the same period to $0.16 on...Declared Dividend • Nov 02Third quarter dividend increased to US$0.16Dividend of US$0.16 is 14% higher than last year. Ex-date: 13th November 2025 Payment date: 12th December 2025 Dividend yield will be 1.0%, which is lower than the industry average of 3.2%. Sustainability & Growth Dividend is well covered by both earnings (31% earnings payout ratio) and cash flows (22% cash payout ratio). The dividend has increased by an average of 15% per year over the past 5 years and payments have been stable during that time. Earnings per share has grown by 26% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Oct 31Third quarter 2025 earnings released: EPS: US$0.67 (vs US$0.29 in 3Q 2024)Third quarter 2025 results: EPS: US$0.67 (up from US$0.29 in 3Q 2024). Revenue: US$161.1m (up 63% from 3Q 2024). Net income: US$38.7m (up 130% from 3Q 2024). Profit margin: 24% (up from 17% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Oct 30The St. Joe Company Declares Cash Dividend, Payable on December 12, 2025On October 29, 2025, the Board of Directors of The St. Joe Company declared a cash dividend of $0.16 per share on the Company’s common stock, payable on December 12, 2025, to shareholders of record as of the close of business on November 13, 2025. The fourth quarter dividend represents a 14% increase from the third quarter 2025 dividend of $0.14 per share.Buy Or Sell Opportunity • Oct 21Now 20% overvaluedOver the last 90 days, the stock has fallen 2.3% to US$48.81. The fair value is estimated to be US$40.67, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years, while earnings per share has been flat.お知らせ • Oct 16The St. Joe Company to Report Q3, 2025 Results on Oct 29, 2025The St. Joe Company announced that they will report Q3, 2025 results After-Market on Oct 29, 2025Buy Or Sell Opportunity • Sep 26Now 21% overvaluedThe stock has been flat over the last 90 days, currently trading at US$49.34. The fair value is estimated to be US$40.86, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years, while earnings per share has been flat.分析記事 • Sep 25Is St. Joe (NYSE:JOE) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...お知らせ • Sep 12The St. Joe Company Announces Release of Latest Issue of “Watersound Lifestyle®” MagazineThe St. Joe Company announces the release of the latest issue of "Watersound Lifestyle," the Watersound Club member magazine. This biannual magazine provides insight into club amenities and highlights interesting stories from the community. In this issue, readers can explore the newly renovated Shark’s Tooth Clubhouse, learn more about coastal conservation efforts, and familiarize themselves with the individuals whose passions and talents help define the Watersound Club experience. These stories and more can be found in the latest issue, both in print and online.Buy Or Sell Opportunity • Sep 04Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 9.0% to US$50.18. The fair value is estimated to be US$41.58, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years, while earnings per share has been flat.Upcoming Dividend • Aug 15Upcoming dividend of US$0.14 per shareEligible shareholders must have bought the stock before 22 August 2025. Payment date: 19 September 2025. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of American dividend payers (4.5%). Lower than average of industry peers (2.2%).Buy Or Sell Opportunity • Aug 13Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to US$51.62. The fair value is estimated to be US$42.37, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years, while earnings per share has been flat.Declared Dividend • Jul 27Second quarter dividend of US$0.14 announcedDividend of US$0.14 is the same as last year. Ex-date: 22nd August 2025 Payment date: 19th September 2025 Dividend yield will be 1.1%, which is lower than the industry average of 3.2%. Sustainability & Growth Dividend is well covered by both earnings (39% earnings payout ratio) and cash flows (29% cash payout ratio). The dividend has increased by an average of 15% per year over the past 4 years and payments have been stable during that time. Earnings per share has grown by 22% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Jul 24Second quarter 2025 earnings released: EPS: US$0.51 (vs US$0.42 in 2Q 2024)Second quarter 2025 results: EPS: US$0.51 (up from US$0.42 in 2Q 2024). Revenue: US$129.1m (up 16% from 2Q 2024). Net income: US$29.5m (up 20% from 2Q 2024). Profit margin: 23% (in line with 2Q 2024). Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 7% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jul 24+ 1 more updateThe St. Joe Company Appoints Elizabeth Dantin Franklin to the Board of Directors as an Independent Director, Effective July 22, 2025On July 22, 2025, The St. Joe Company appointed Elizabeth Dantin Franklin to the Company’s Board of Directors as an independent director, expanding the Board to six directors. Ms. Franklin brings extensive finance and audit expertise to the Board, having served as Chief Audit Officer at Fidelity National Financial from 2007 – 2023. Ms. Franklin will serve on each of the Board’s three standing committees.お知らせ • Jul 11The St. Joe Company to Report Q2, 2025 Results on Jul 23, 2025The St. Joe Company announced that they will report Q2, 2025 results After-Market on Jul 23, 2025分析記事 • Jun 30Unpleasant Surprises Could Be In Store For The St. Joe Company's (NYSE:JOE) SharesWith a price-to-earnings (or "P/E") ratio of 36.8x The St. Joe Company ( NYSE:JOE ) may be sending very bearish signals...お知らせ • Jun 30The St. Joe Company(NYSE:JOE) dropped from Russell 2000 Dynamic IndexThe St. Joe Company(NYSE:JOE) dropped from Russell 2000 Dynamic IndexUpcoming Dividend • Jun 03Upcoming dividend of US$0.14 per shareEligible shareholders must have bought the stock before 10 June 2025. Payment date: 26 June 2025. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of American dividend payers (4.8%). Lower than average of industry peers (2.6%).お知らせ • May 28The St. Joe Company Announces Expanded Nonstop Daily Flights Create Year-round Access to Travel Between Northwest Florida and New York CityThe St. Joe Company celebrates the announcement of expanded nonstop daily flights between Northwest Florida Beaches International Airport (ECP) in Panama City, FL and LaGuardia Airport (LGA) in New York City. This announcement comes on the heels of the previously announced seasonal Saturday service offered by Delta Air Lines ("Delta") for Summer 2025. Starting November 6, 2025, this new daily service creates not only a convenient route but also year-round connectivity for travelers from the Northeast to discover the quality of life and attractiveness of Northwest Florida as both a vacation destination and permanent residence. The new year-round route will be operated with an Embraer 175 aircraft, providing passengers with a comfortable and efficient travel experience. Summer flights are available for booking now with the seasonal service beginning on June 14, 2025, and will operate once weekly on Saturdays. Additionally, Delta will offer daily service from June 28, 2025 to July 6, 2025, to accommodate travelers for the Fourth of July holiday. The seasonal service flights will run through Labor Day and will be operated on Delta's CRJ-900 aircraft.分析記事 • May 17We Think St. Joe (NYSE:JOE) Can Stay On Top Of Its DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Reported Earnings • Apr 24First quarter 2025 earnings released: EPS: US$0.30 (vs US$0.24 in 1Q 2024)First quarter 2025 results: EPS: US$0.30 (up from US$0.24 in 1Q 2024). Revenue: US$94.2m (up 7.3% from 1Q 2024). Net income: US$17.5m (up 26% from 1Q 2024). Profit margin: 19% (up from 16% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 9% per year, which means it is performing significantly worse than earnings.お知らせ • Apr 24The St. Joe Company Declares Cash Dividend, Payable on June 26, 2025The St. Joe Company on April 23, 2025, the Board of Directors declared a cash dividend of $0.14 per share on the Company’s common stock, payable on June 26, 2025, to shareholders of record as of the close of business on June 10, 2025.Buy Or Sell Opportunity • Apr 22Now 22% overvaluedOver the last 90 days, the stock has fallen 12% to US$41.73. The fair value is estimated to be US$34.10, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years, while earnings per share has been flat.Seeking Alpha • Apr 17St. Joe: Decades Of Value Creation AheadSummary St. Joe offers a unique opportunity to buy Florida land at 5–10 times below market value, aligning with Warren Buffett's investment philosophy. The company's assets in rapidly growing Bay and Walton counties, with favorable climate and low taxes, make it highly attractive. St. Joe's diversified revenue streams from hospitality, residential, and commercial segments show strong growth and potential for future cash flows. Valuing St. Joe conservatively, its assets are worth $5.5 billion, double its current market cap, making it a "Strong Buy" for patient investors. Read the full article on Seeking Alphaお知らせ • Apr 16The St. Joe Company to Report Q1, 2025 Results on Apr 23, 2025The St. Joe Company announced that they will report Q1, 2025 results After-Market on Apr 23, 2025お知らせ • Apr 03The St. Joe Company, Annual General Meeting, May 13, 2025The St. Joe Company, Annual General Meeting, May 13, 2025. Location: embassy suites by hilton panama city, beach resort 16006 front beach, road panama city beach fl 32413., United StatesSeeking Alpha • Mar 16St. Joe Has Hidden Value In Discounted Real Estate PortfolioSummary St. Joe Company’s Bay-Walton Sector Plan covers 110,500 acres, aiming to develop 170,200 residential units and 22 million sq. ft. of commercial space by 2064. Despite a challenging housing market, St. Joe’s land is undervalued, trading at $15,449/acre versus an intrinsic value of $53,543/acre. Hospitality and commercial segments show strong growth, with hotel revenues up 22.3% and commercial leasing revenues up 17.7% in 2024. Long-term prospects are favorable due to demographic trends and planned developments, positioning St. Joe to capitalize on North Florida’s growth. Read the full article on Seeking Alphaお知らせ • Mar 06The St. Joe Company Announces New Nonstop Flight Between Northwest Florida Beaches International Airport in Panama City, Fl and Laguardia Airport in New York CityThe St. Joe Company celebrates the announcement of a new nonstop flight between Northwest Florida Beaches International Airport (ECP) in Panama City, FL and LaGuardia Airport (LGA) in New York City. The seasonal service offered by Delta Air Lines, is the first-ever opportunity for vacationers in the Northeast to fly direct from New York City to ECP. This new service creates a more convenient route for travelers to discover the quality of life and attractiveness of Northwest Florida as both a vacation destination and permanent residence. With flights available for booking now, the new service will begin on June 14, 2025, and will operate once weekly on Saturdays. Additionally, Delta will offer daily service from June 28, 2025, to July 6, 2025, to accommodate travelers for the Fourth of July holiday. The flights will run through Labor Day and will be operated on Delta's CRJ-900 aircraft. The St. Joe Company owns, or jointly owns, and operates a portfolio of residential, commercial and hospitality properties throughout Northwest Florida, including 12 hotels across multiple brands, from luxury boutique properties like the award-winning Pearl Hotel in Rosemary Beach and Camp Creek®? Inn in Inlet Beach to nationally recognized brands like Embassy Suites by Hilton Panama City Beach Resort.Declared Dividend • Mar 02Fourth quarter dividend of US$0.14 announcedShareholders will receive a dividend of US$0.14. Ex-date: 10th March 2025 Payment date: 27th March 2025 Dividend yield will be 1.1%, which is lower than the industry average of 3.2%. Sustainability & Growth Dividend is well covered by both earnings (41% earnings payout ratio) and cash flows (33% cash payout ratio). The dividend has increased by an average of 15% per year over the past 4 years and payments have been stable during that time. Earnings per share has grown by 23% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 27Full year 2024 earnings released: EPS: US$1.27 (vs US$1.33 in FY 2023)Full year 2024 results: EPS: US$1.27 (down from US$1.33 in FY 2023). Revenue: US$402.7m (up 3.5% from FY 2023). Net income: US$74.2m (down 4.5% from FY 2023). Profit margin: 18% (down from 20% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has fallen by 6% per year.お知らせ • Feb 27The St. Joe Company Declares Cash Dividend, Payable on March 27, 2025On February 26, 2025, the Board of Directors of The St. Joe Company declared a cash dividend of $0.14 per share on the Company’s common stock, payable on March 27, 2025, to shareholders of record as of the close of business on March 10, 2025.分析記事 • Feb 22Risks To Shareholder Returns Are Elevated At These Prices For The St. Joe Company (NYSE:JOE)With a price-to-earnings (or "P/E") ratio of 39.5x The St. Joe Company ( NYSE:JOE ) may be sending very bearish signals...分析記事 • Jan 30Is St. Joe (NYSE:JOE) A Risky Investment?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...Seeking Alpha • Jan 15The St. Joe Company: Silly Mispricing Despite A Dramatic Growth In NAVSummary JOE's vast land holdings in Florida, especially in rapidly growing counties, offer significant upside potential, driven by population and economic growth. Valuing JOE's land at $57,500 to $92,200 per acre suggests a substantial undervaluation at the current market cap, presenting a compelling investment opportunity. The company's strategy of developing land rather than aggressive buybacks enhances long-term value through increased cash flow and asset appreciation. Short-term price declines due to Bruce Berkowitz's share sales are seen as buying opportunities, with confidence in long-term NAV appreciation. Read the full article on Seeking Alphaお知らせ • Jan 08The St. Joe Company Announces Appointment of Diane Hausler as Senior Vice President to Manage New Boutique Real Estate Brokerage BusinessThe St. Joe Company launches a boutique real estate brokerage specializing in home sales along Northwest Florida’s gulf coast. The new venture is led by Diane Hausler who serves as Senior Vice President and manages the brokerage’s day-to-day operations. With more than 22 years of proven leadership and knowledge in real estate, Hausler brings a wealth of experience to this new role. Prior to joining St. Joe, Hausler served as a sales executive for The Ebby Halliday Companies where she led a team of up to 150 agents in the Dallas-Fort Worth metroplex, serving some of the country’s fastest growing communities. With $8.2 billion in total sales volume in 2023, The Ebby Halliday Companies was the North Texas region’s top residential brokerage.Seeking Alpha • Dec 23The St. Joe Company: Still Not Ready For An UpgradeSummary Successful investing often involves going against popular opinion; my ‘sell’ rating on The St. Joe Company has been validated by its underperformance compared to the S&P 500. Despite recent financial weaknesses and slightly improved valuations, I maintain a ‘sell’ rating due to the company's high stock price and underwhelming performance. The St. Joe Company has significant growth potential, but recent revenue declines, especially in its Real Estate segment, highlight current challenges. While some segments like Hospitality and Leasing have performed well, overall profitability metrics have declined, making the stock too pricey for a ‘hold’ rating. Read the full article on Seeking AlphaSeeking Alpha • Oct 31The St. Joe Company: Q3 Was Fine, But An Unexpected Risk EmergesSummary Q3 earnings were down from the prior year, but generally, St. Joe's is not a company that you need to study closely each quarter. The company is rapidly growing its Hospitality and Leasing businesses, which should be more predictable than its Real Estate sales. The resignation of Bruce Berkovitz raises significant concerns about his future plans as the largest shareholder and made me more cautious on the stock. Read the full article on Seeking AlphaDeclared Dividend • Oct 27Third quarter dividend of US$0.14 announcedShareholders will receive a dividend of US$0.14. Ex-date: 7th November 2024 Payment date: 6th December 2024 Dividend yield will be 1.0%, which is lower than the industry average of 3.2%. Sustainability & Growth Dividend is well covered by both earnings (43% earnings payout ratio) and cash flows (40% cash payout ratio). The dividend has increased by an average of 15% per year over the past 4 years and payments have been stable during that time. Earnings per share has grown by 31% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Oct 24Third quarter 2024 earnings released: EPS: US$0.29 (vs US$0.33 in 3Q 2023)Third quarter 2024 results: EPS: US$0.29 (down from US$0.33 in 3Q 2023). Revenue: US$71.0m (down 30% from 3Q 2023). Net income: US$16.8m (down 13% from 3Q 2023). Profit margin: 24% (up from 19% in 3Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has increased by 4% per year.お知らせ • Oct 24+ 1 more updateThe St. Joe Company Announces Board ChangesThe St. Joe Company announced that on October 21, 2024, Bruce R. Berkowitz, the Chairman of the Board of Directors (the “Board”) of the Company informed the Company of his intention to retire from the Board, effective October 23, 2024. On October 22, 2024, the Board, upon the recommendation of the Governance and Nominating Committee of the Board, appointed Rhea Goff to serve as a non-independent director of the Company, effective October 23, 2024, for the remainder of the one-year term that will expire at the 2025 annual meeting of shareholders or until her successor is duly elected and qualified. Ms. Goff, age 44, currently serves as the Company’s Senior Vice President and Chief Administrative Officer. Ms. Goff oversees functions and teams that provide support to the Company’s operating segments. Ms. Goff began working for the Company in 2003 as a Human Resources Assistant at the WaterColor Inn & Resort focusing on human resources for the Company’s hospitality operations in Walton and Bay Counties. In 2005, Ms. Goff’s role expanded to a corporate position managing human resources for the Northwest Florida region. Ms. Goff is now responsible for oversight of all human resources operations throughout the Company. She also oversees Marketing and Information Technology as well as a variety of the Company’s corporate administration, policies, and compliance matters. Ms. Goff earned her bachelor’s degree from Florida State University in 2001. Ms. Goff previously served on the Boards of Seaside Neighborhood School, Seaside School Foundation, and the Bay County Chamber of Commerce. Ms. Goff currently serves on the Boards of the St. Joe Community Foundation, Florida’s Great Northwest, Florida’s Great Northwest Foundation, and the Walton County School District Business Advisory Board. Ms. Goff was also appointed to and serves on the Board of Trustees of Northwest Florida State College and the Florida Commission on Community Service. In connection with Mr. Berkowitz's retirement from his position as Chairman of the Board, on October 22, 2024, the Board, upon the recommendation of the Governance and Nominating Committee of the Board, also appointed Jorge L. Gonzalez, the Company's President and Chief Executive Officer, as Chairman of the Board, and Howard S. Frank, an independent director, as Independent Lead Director of the Board, each effective October 23, 2024.分析記事 • Oct 14We Think St. Joe (NYSE:JOE) Can Stay On Top Of Its DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...お知らせ • Oct 10The St. Joe Company to Report Q3, 2024 Results on Oct 23, 2024The St. Joe Company announced that they will report Q3, 2024 results at 4:00 PM, US Eastern Standard Time on Oct 23, 2024分析記事 • Aug 26What The St. Joe Company's (NYSE:JOE) P/E Is Not Telling YouThe St. Joe Company's ( NYSE:JOE ) price-to-earnings (or "P/E") ratio of 49.6x might make it look like a strong sell...Declared Dividend • Jul 28Second quarter dividend increased to US$0.14Dividend of US$0.14 is 17% higher than last year. Ex-date: 9th August 2024 Payment date: 6th September 2024 Dividend yield will be 0.8%, which is lower than the industry average of 3.2%. Sustainability & Growth Dividend is well covered by both earnings (39% earnings payout ratio) and cash flows (35% cash payout ratio). The dividend has increased by an average of 21% per year over the past 3 years and payments have been stable during that time. Earnings per share has grown by 33% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Jul 25Second quarter 2024 earnings released: EPS: US$0.42 (vs US$0.60 in 2Q 2023)Second quarter 2024 results: EPS: US$0.42 (down from US$0.60 in 2Q 2023). Revenue: US$111.6m (down 13% from 2Q 2023). Net income: US$24.5m (down 29% from 2Q 2023). Profit margin: 22% (down from 27% in 2Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 11% per year.お知らせ • Jul 25The St. Joe Company Increases Quarterly Dividend, Payable on September 6, 2024On July 24, 2024, the Board of Directors of The St. Joe Company declared a cash dividend of $0.14 per share on the Company’s common stock, payable on September 6, 2024, to shareholders of record as of the close of business on August 9, 2024. The third quarter dividend represents a 17% increase from the second quarter 2024 dividend of $0.12 per share.Seeking Alpha • Jul 18The St. Joe Company: Incremental Investments Add ~$10/Share At Current MultiplesSummary The St. Joe Company has an extensive runway to deploy capital over several years to come at attractive incremental growth rates. Operating segments have idiosyncratic tailwinds that could add ~$10/share to the stock price following completion of capital investments. The market looks to only be appreciating these facts, with the stock now at >3x EV/IC, my view is that this is sustainable and warrants ~$85/share today. Read the full article on Seeking Alpha分析記事 • Jul 17Should You Be Adding St. Joe (NYSE:JOE) To Your Watchlist Today?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Valuation Update With 7 Day Price Move • Jul 16Investor sentiment improves as stock rises 17%After last week's 17% share price gain to US$61.72, the stock trades at a trailing P/E ratio of 44.4x. Average trailing P/E is 28x in the Real Estate industry in the US. Total returns to shareholders of 49% over the past three years.分析記事 • Jun 29Does St. Joe (NYSE:JOE) Have A Healthy Balance Sheet?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • May 14The St. Joe Company (NYSE:JOE) Not Lagging Market On Growth Or PricingThe St. Joe Company's ( NYSE:JOE ) price-to-earnings (or "P/E") ratio of 41.7x might make it look like a strong sell...Declared Dividend • Apr 28First quarter dividend of US$0.12 announcedShareholders will receive a dividend of US$0.12. Ex-date: 14th May 2024 Payment date: 13th June 2024 Dividend yield will be 0.8%, which is lower than the industry average of 3.2%. Sustainability & Growth Dividend is well covered by both earnings (33% earnings payout ratio) and cash flows (27% cash payout ratio). The dividend has increased by an average of 14% per year over the past 3 years and payments have been stable during that time. Earnings per share has grown by 21% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Apr 25First quarter 2024 earnings released: EPS: US$0.24 (vs US$0.18 in 1Q 2023)First quarter 2024 results: EPS: US$0.24 (up from US$0.18 in 1Q 2023). Revenue: US$87.8m (up 20% from 1Q 2023). Net income: US$13.9m (up 34% from 1Q 2023). Profit margin: 16% (up from 14% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 8% per year.お知らせ • Apr 25The St. Joe Company Declares Cash Dividend on Common Stock, Payable on June 13, 2024On April 24, 2024, the Board of Directors of The St. Joe Company declared a cash dividend of $0.12 per share on the Company’s common stock, payable on June 13, 2024, to shareholders of record as of the close of business on May 15, 2024.お知らせ • Apr 12The St. Joe Company to Report Q1, 2024 Results on Apr 24, 2024The St. Joe Company announced that they will report Q1, 2024 results After-Market on Apr 24, 2024分析記事 • Mar 13Here's Why We Think St. Joe (NYSE:JOE) Is Well Worth WatchingThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Declared Dividend • Feb 25Fourth quarter dividend of US$0.12 announcedShareholders will receive a dividend of US$0.12. Ex-date: 1st March 2024 Payment date: 27th March 2024 Dividend yield will be 0.8%, which is lower than the industry average of 3.2%. Sustainability & Growth Dividend is well covered by both earnings (33% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased by an average of 14% per year over the past 3 years and payments have been stable during that time. Earnings per share has grown by 21% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 22Full year 2023 earnings released: EPS: US$1.33 (vs US$1.21 in FY 2022)Full year 2023 results: EPS: US$1.33 (up from US$1.21 in FY 2022). Revenue: US$389.2m (up 54% from FY 2022). Net income: US$77.7m (up 9.5% from FY 2022). Profit margin: 20% (down from 28% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 22+ 1 more updateThe St. Joe Company, Annual General Meeting, May 14, 2024The St. Joe Company, Annual General Meeting, May 14, 2024.Buy Or Sell Opportunity • Feb 14Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 3.1% to US$54.33. The fair value is estimated to be US$45.16, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 23%.Seeking Alpha • Feb 06St. Joe Company: A Call Option On Florida, The Fastest-Growing State Since CovidSummary St. Joe Company owns land in Northwest Florida that's being developed for several uses. While the company is trading at a 43x multiple to its annualized third-quarter earnings per share, growth has been substantial and is set to continue over the long term. Florida's continued population growth forms a critical backstop for the company. Read the full article on Seeking Alphaお知らせ • Feb 02The St. Joe Company to Report Q4, 2023 Results on Feb 21, 2024The St. Joe Company announced that they will report Q4, 2023 results After-Market on Feb 21, 2024分析記事 • Jan 31Shareholders Should Be Pleased With The St. Joe Company's (NYSE:JOE) PriceThe St. Joe Company's ( NYSE:JOE ) price-to-earnings (or "P/E") ratio of 35.2x might make it look like a strong sell...分析記事 • Dec 20We Think St. Joe (NYSE:JOE) Can Stay On Top Of Its DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...お知らせ • Dec 15the St. Joe Company Announces Barnes & Noble Bookstore Coming to Pier Park NorthThe St. Joe Company announced plans for a new Barnes & Noble bookstore to open in the Pier Park North retail center in Panama City Beach, Florida. Plans call for the bookstore to open in early spring of 2024. The new location showcases the highly lauded bookstore design seen in the most recent Barnes & Noble store openings, housing all the best books, toys, games and gifts that customers have come to expect from the nation's premier bookseller. The Pier Park North retail center is located on Panama City Beach Parkway in the Pier Park shopping and entertainment district and is owned by St. Joe and joint venture partner CASTO. The center features approximately 320,000 square feet of leasable space and is 100% leased. Barnes & Noble will join established businesses in Pier Park North, including The Fresh Market, Orangetheory Fitness, Dick's Sporting Goods, Rooms to Go, World Market, Ross Dress for Less, PetSmart, and many others.分析記事 • Nov 29We Ran A Stock Scan For Earnings Growth And St. Joe (NYSE:JOE) Passed With EaseThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Seeking Alpha • Nov 15The St. Joe Company: Making A Bet On FloridaSummary St. Joe Company is a real estate developer focused on the northwest Florida region, particularly Panama City. JOE owns a variety of properties including residential, hospitality, and business services, and has entitlements to develop more. The company's growth has been impressive in recent years, but it is exposed to risks such as regional market fluctuations and climate-related events. Its long-term history has mixed results as it enjoyed periods of boom and bust in the past. This is basically making a bet on Florida's real estate market. Read the full article on Seeking AlphaUpcoming Dividend • Nov 01Upcoming dividend of US$0.12 per share at 1.0% yieldEligible shareholders must have bought the stock before 08 November 2023. Payment date: 08 December 2023. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of American dividend payers (5.3%). Lower than average of industry peers (2.4%).Reported Earnings • Oct 26Third quarter 2023 earnings released: EPS: US$0.33 (vs US$0.21 in 3Q 2022)Third quarter 2023 results: EPS: US$0.33 (up from US$0.21 in 3Q 2022). Revenue: US$101.4m (up 76% from 3Q 2022). Net income: US$19.4m (up 57% from 3Q 2022). Profit margin: 19% (down from 21% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 23% per year whereas the company’s share price has increased by 19% per year.お知らせ • Oct 26The St. Joe Company Declares Quarterly Dividend, Payable on December 8, 2023On October 25, 2023, the Board of Directors of The St. Joe Company declared a cash dividend of $0.12 per share on the Company's common stock, payable on December 8, 2023, to shareholders of record as of the close of business on November 9, 2023.お知らせ • Oct 14The St. Joe Company to Report Q3, 2023 Results on Oct 25, 2023The St. Joe Company announced that they will report Q3, 2023 results After-Market on Oct 25, 2023分析記事 • Sep 10Here's Why St. Joe (NYSE:JOE) Has A Meaningful Debt BurdenLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Seeking Alpha • Aug 30St. Joe Is Firing On All CylindersSummary St. Joe Company's shares have seen a 70% return in less than a year since my last article. The company's residential segment has benefitted from selling more lots at higher prices. The shares are fully valued and there are risks that the company has over earned this year. Read the full article on Seeking AlphaUpcoming Dividend • Aug 03Upcoming dividend of US$0.12 per share at 0.8% yieldEligible shareholders must have bought the stock before 10 August 2023. Payment date: 08 September 2023. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of American dividend payers (4.7%). Lower than average of industry peers (1.9%).分析記事 • Aug 02Here's Why We Think St. Joe (NYSE:JOE) Is Well Worth WatchingIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Reported Earnings • Jul 28Second quarter 2023 earnings released: EPS: US$0.59 (vs US$0.29 in 2Q 2022)Second quarter 2023 results: EPS: US$0.59 (up from US$0.29 in 2Q 2022). Revenue: US$128.1m (up 88% from 2Q 2022). Net income: US$34.7m (up 104% from 2Q 2022). Profit margin: 27% (up from 25% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has increased by 45% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jul 27The St. Joe Company Declares Cash Dividend, Payable on September 8, 2023On July 26, 2023, the Board of Directors of The St. Joe Company declared a cash dividend of $0.12 per share on the Company’s common stock, a 20% increase from the June 2023 dividend payment, payable on September 8, 2023, to shareholders of record as of the close of business on August 11, 2023.お知らせ • Jul 14The St. Joe Company to Report Q2, 2023 Results on Jul 26, 2023The St. Joe Company announced that they will report Q2, 2023 results on Jul 26, 2023Seeking Alpha • Jun 20The St. Joe Company Looks Awfully Pricey Right Now (Rating Downgrade)Summary The St. Joe Company's recent financial performance has been mixed, with declines in average revenue per homesite sold and overall profits. Shares of the company are expensive on an absolute basis and relative to similar firms, making it a less attractive prospect for investors. The author has downgraded the business from a 'hold' to a 'sell' until either fundamentals improve drastically or shares drop materially. Read the full article on Seeking Alpha株主還元JOEUS Real EstateUS 市場7D1.1%-0.5%-2.7%1Y35.4%-17.8%18.6%株主還元を見る業界別リターン: JOE過去 1 年間で-17.8 % の収益を上げたUS Real Estate業界を上回りました。リターン対市場: JOE過去 1 年間で18.6 % の収益を上げたUS市場を上回りました。価格変動Is JOE's price volatile compared to industry and market?JOE volatilityJOE Average Weekly Movement4.1%Real Estate Industry Average Movement7.1%Market Average Movement7.2%10% most volatile stocks in US Market16.9%10% least volatile stocks in US Market3.1%安定した株価: JOE 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: JOEの 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19361,019Jorge Gonzalezwww.joe.comセントジョー・カンパニーはその子会社とともに、米国で不動産開発、資産管理、運営会社として事業を展開している。3つのセグメントで事業を展開している：住宅部門、ホスピタリティ部門、商業部門である。住宅部門は、住宅用地を開発し、住宅建設業者に販売するほか、小売業者にも限定的に販売する。このセグメントでは主に、開発済み住宅用地、完成済み住宅、権利付きまたは未開発の土地または住宅用地の区画、住宅建設業者への住宅用地残余財産を販売し、マーケティングサービスも提供している。ホスピタリティ事業は、会員制クラブ、ゴルフ場、ビーチクラブ、小売店、マリーナ、その他娯楽施設を所有・運営している。また、ホテル、飲食事業、湾岸バケーションレンタル事業も手掛け、管理サービスも提供している。商業部門は、商業施設、集合住宅、シニア・リビング・コミュニティなどの賃貸事業を行っている。また、小売、オフィス、ホテル、高齢者向け住宅、多世帯住宅、セルフストレージ、工業用地などの商業用地や田園地帯の土地の計画、開発、許可、管理、販売、パルプ材、製材、その他の林産物の栽培、販売、不動産仲介、権原保険代理店、保険代理店業務も行っている。セント・ジョー・カンパニーは1936年に法人化され、フロリダ州パナマ・シティ・ビーチに本社を置いている。もっと見るThe St. Joe Company 基礎のまとめSt. Joe の収益と売上を時価総額と比較するとどうか。JOE 基礎統計学時価総額US$3.84b収益（TTM）US$112.10m売上高(TTM)US$518.09m34.2xPER（株価収益率7.4xP/SレシオJOE は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計JOE 損益計算書（TTM）収益US$518.09m売上原価US$294.79m売上総利益US$223.31mその他の費用US$111.21m収益US$112.10m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）1.95グロス・マージン43.10%純利益率21.64%有利子負債／自己資本比率72.2%JOE の長期的なパフォーマンスは？過去の実績と比較を見る配当金1.0%現在の配当利回り31%配当性向JOE 配当は確実ですか？JOE 配当履歴とベンチマークを見るJOE 、いつまでに購入すれば配当金を受け取れますか？St. Joe 配当日配当落ち日Jun 09 2026配当支払日Jun 25 2026配当落ちまでの日数17 days配当支払日までの日数1 dayJOE 配当は確実ですか？JOE 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/25 07:14終値2026/06/25 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋The St. Joe Company 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。3 アナリスト機関James WilsonCitizens JMP Securities, LLCSheila McGrathKeefe, Bruyette, & WoodsBuck HorneRaymond James & Associates
分析記事 • Jun 18St. Joe (JOE) Stock Could Be 48% Below Fair Value Despite A Rich P/ESt. Joe (JOE) is back on investors’ radar after recent share price moves. This has prompted a closer look at how the real estate-focused company’s mix of residential, hospitality, and commercial operations supports its current valuation. See our latest analysis for St. Joe. At a recent share price of US$63.48, St. Joe’s short term share price performance has softened, with the 90 day share price return down 7.73%, even as the 1 year total shareholder return stands at 36.90% and the 5 year...
Upcoming Dividend • Jun 02Upcoming dividend of US$0.16 per shareEligible shareholders must have bought the stock before 09 June 2026. Payment date: 25 June 2026. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of American dividend payers (4.2%). Lower than average of industry peers (2.2%).
Seeking Alpha • May 31The St. Joe Company: Unattractive Due To Macro HeadwindsSummary The St. Joe Company has enjoyed robust operational growth in recent years, but the growth spurt may be winding down. JOE's land value debate persists, but near-term stock performance will likely be driven by leasing and hospitality activity rather than the company's theoretical NAV. Rising energy prices and interest rates have a negative impact on housing demand and JOE's monetization prospects. I rate JOE a sell as the stock has rallied sharply over the past year despite a weakening macroeconomic outlook. Read the full article on Seeking Alpha
Declared Dividend • May 03First quarter dividend of US$0.16 announcedShareholders will receive a dividend of US$0.16. Ex-date: 9th June 2026 Payment date: 25th June 2026 Dividend yield will be 1.0%, which is lower than the industry average of 3.2%. Sustainability & Growth Dividend is well covered by both earnings (30% earnings payout ratio) and cash flows (18% cash payout ratio). The dividend has increased by an average of 15% per year over the past 5 years and payments have been stable during that time. Earnings per share has grown by 18% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • May 01The St. Joe Company announces Quarterly dividend, payable on June 25, 2026The St. Joe Company announced Quarterly dividend of USD 0.1600 per share payable on June 25, 2026, ex-date on June 09, 2026 and record date on June 09, 2026.
Reported Earnings • Apr 30First quarter 2026 earnings released: EPS: US$0.24 (vs US$0.30 in 1Q 2025)First quarter 2026 results: EPS: US$0.24 (down from US$0.30 in 1Q 2025). Revenue: US$99.0m (up 5.1% from 1Q 2025). Net income: US$13.9m (down 20% from 1Q 2025). Profit margin: 14% (down from 19% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 16% per year.
分析記事 • Jun 18St. Joe (JOE) Stock Could Be 48% Below Fair Value Despite A Rich P/ESt. Joe (JOE) is back on investors’ radar after recent share price moves. This has prompted a closer look at how the real estate-focused company’s mix of residential, hospitality, and commercial operations supports its current valuation. See our latest analysis for St. Joe. At a recent share price of US$63.48, St. Joe’s short term share price performance has softened, with the 90 day share price return down 7.73%, even as the 1 year total shareholder return stands at 36.90% and the 5 year...
Upcoming Dividend • Jun 02Upcoming dividend of US$0.16 per shareEligible shareholders must have bought the stock before 09 June 2026. Payment date: 25 June 2026. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of American dividend payers (4.2%). Lower than average of industry peers (2.2%).
Seeking Alpha • May 31The St. Joe Company: Unattractive Due To Macro HeadwindsSummary The St. Joe Company has enjoyed robust operational growth in recent years, but the growth spurt may be winding down. JOE's land value debate persists, but near-term stock performance will likely be driven by leasing and hospitality activity rather than the company's theoretical NAV. Rising energy prices and interest rates have a negative impact on housing demand and JOE's monetization prospects. I rate JOE a sell as the stock has rallied sharply over the past year despite a weakening macroeconomic outlook. Read the full article on Seeking Alpha
Declared Dividend • May 03First quarter dividend of US$0.16 announcedShareholders will receive a dividend of US$0.16. Ex-date: 9th June 2026 Payment date: 25th June 2026 Dividend yield will be 1.0%, which is lower than the industry average of 3.2%. Sustainability & Growth Dividend is well covered by both earnings (30% earnings payout ratio) and cash flows (18% cash payout ratio). The dividend has increased by an average of 15% per year over the past 5 years and payments have been stable during that time. Earnings per share has grown by 18% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • May 01The St. Joe Company announces Quarterly dividend, payable on June 25, 2026The St. Joe Company announced Quarterly dividend of USD 0.1600 per share payable on June 25, 2026, ex-date on June 09, 2026 and record date on June 09, 2026.
Reported Earnings • Apr 30First quarter 2026 earnings released: EPS: US$0.24 (vs US$0.30 in 1Q 2025)First quarter 2026 results: EPS: US$0.24 (down from US$0.30 in 1Q 2025). Revenue: US$99.0m (up 5.1% from 1Q 2025). Net income: US$13.9m (down 20% from 1Q 2025). Profit margin: 14% (down from 19% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 16% per year.
お知らせ • Apr 17The St. Joe Company to Report Q1, 2026 Results on Apr 29, 2026The St. Joe Company announced that they will report Q1, 2026 results After-Market on Apr 29, 2026
お知らせ • Apr 01The St. Joe Company, Annual General Meeting, May 12, 2026The St. Joe Company, Annual General Meeting, May 12, 2026. Location: at the camp creek inn, 684 fazio dr., inlet beach, fl 32461., United States
Declared Dividend • Mar 01Fourth quarter dividend of US$0.16 announcedShareholders will receive a dividend of US$0.16. Ex-date: 9th March 2026 Payment date: 26th March 2026 Dividend yield will be 0.8%, which is lower than the industry average of 3.2%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (20% cash payout ratio). The dividend has increased by an average of 15% per year over the past 5 years and payments have been stable during that time. Earnings per share has grown by 21% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 26Full year 2025 earnings released: EPS: US$2.00 (vs US$1.27 in FY 2024)Full year 2025 results: EPS: US$2.00 (up from US$1.27 in FY 2024). Revenue: US$513.2m (up 27% from FY 2024). Net income: US$115.6m (up 56% from FY 2024). Profit margin: 23% (up from 18% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Feb 26The St. Joe Company Declares Cash Dividend, Payable on March 26, 2026On February 25, 2026, the Board of Directors of The St. Joe Company declared a cash dividend of $0.16 per share on the Company’s common stock, payable on March 26, 2026, to shareholders of record as of the close of business on March 9, 2026.
Buy Or Sell Opportunity • Feb 25Now 20% undervaluedOver the last 90 days, the stock has risen 13% to US$68.92. The fair value is estimated to be US$86.49, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 5.5%.
お知らせ • Feb 12The St. Joe Company to Report Q4, 2025 Results on Feb 25, 2026The St. Joe Company announced that they will report Q4, 2025 results After-Market on Feb 25, 2026
Buy Or Sell Opportunity • Jan 23Now 20% undervaluedOver the last 90 days, the stock has risen 25% to US$63.90. The fair value is estimated to be US$79.95, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 5.5%.
分析記事 • Jan 04If EPS Growth Is Important To You, St. Joe (NYSE:JOE) Presents An OpportunityIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
分析記事 • Nov 11Earnings Not Telling The Story For The St. Joe Company (NYSE:JOE) After Shares Rise 25%The St. Joe Company ( NYSE:JOE ) shares have had a really impressive month, gaining 25% after a shaky period...
Valuation Update With 7 Day Price Move • Nov 05Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$58.90, the stock trades at a trailing P/E ratio of 32.5x. Average trailing P/E is 25x in the Real Estate industry in the US. Total returns to shareholders of 68% over the past three years.
分析記事 • Nov 02St. Joe's (NYSE:JOE) Shareholders Will Receive A Bigger Dividend Than Last YearThe St. Joe Company's ( NYSE:JOE ) dividend will be increasing from last year's payment of the same period to $0.16 on...
Declared Dividend • Nov 02Third quarter dividend increased to US$0.16Dividend of US$0.16 is 14% higher than last year. Ex-date: 13th November 2025 Payment date: 12th December 2025 Dividend yield will be 1.0%, which is lower than the industry average of 3.2%. Sustainability & Growth Dividend is well covered by both earnings (31% earnings payout ratio) and cash flows (22% cash payout ratio). The dividend has increased by an average of 15% per year over the past 5 years and payments have been stable during that time. Earnings per share has grown by 26% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Oct 31Third quarter 2025 earnings released: EPS: US$0.67 (vs US$0.29 in 3Q 2024)Third quarter 2025 results: EPS: US$0.67 (up from US$0.29 in 3Q 2024). Revenue: US$161.1m (up 63% from 3Q 2024). Net income: US$38.7m (up 130% from 3Q 2024). Profit margin: 24% (up from 17% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Oct 30The St. Joe Company Declares Cash Dividend, Payable on December 12, 2025On October 29, 2025, the Board of Directors of The St. Joe Company declared a cash dividend of $0.16 per share on the Company’s common stock, payable on December 12, 2025, to shareholders of record as of the close of business on November 13, 2025. The fourth quarter dividend represents a 14% increase from the third quarter 2025 dividend of $0.14 per share.
Buy Or Sell Opportunity • Oct 21Now 20% overvaluedOver the last 90 days, the stock has fallen 2.3% to US$48.81. The fair value is estimated to be US$40.67, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years, while earnings per share has been flat.
お知らせ • Oct 16The St. Joe Company to Report Q3, 2025 Results on Oct 29, 2025The St. Joe Company announced that they will report Q3, 2025 results After-Market on Oct 29, 2025
Buy Or Sell Opportunity • Sep 26Now 21% overvaluedThe stock has been flat over the last 90 days, currently trading at US$49.34. The fair value is estimated to be US$40.86, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years, while earnings per share has been flat.
分析記事 • Sep 25Is St. Joe (NYSE:JOE) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
お知らせ • Sep 12The St. Joe Company Announces Release of Latest Issue of “Watersound Lifestyle®” MagazineThe St. Joe Company announces the release of the latest issue of "Watersound Lifestyle," the Watersound Club member magazine. This biannual magazine provides insight into club amenities and highlights interesting stories from the community. In this issue, readers can explore the newly renovated Shark’s Tooth Clubhouse, learn more about coastal conservation efforts, and familiarize themselves with the individuals whose passions and talents help define the Watersound Club experience. These stories and more can be found in the latest issue, both in print and online.
Buy Or Sell Opportunity • Sep 04Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 9.0% to US$50.18. The fair value is estimated to be US$41.58, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years, while earnings per share has been flat.
Upcoming Dividend • Aug 15Upcoming dividend of US$0.14 per shareEligible shareholders must have bought the stock before 22 August 2025. Payment date: 19 September 2025. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of American dividend payers (4.5%). Lower than average of industry peers (2.2%).
Buy Or Sell Opportunity • Aug 13Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to US$51.62. The fair value is estimated to be US$42.37, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years, while earnings per share has been flat.
Declared Dividend • Jul 27Second quarter dividend of US$0.14 announcedDividend of US$0.14 is the same as last year. Ex-date: 22nd August 2025 Payment date: 19th September 2025 Dividend yield will be 1.1%, which is lower than the industry average of 3.2%. Sustainability & Growth Dividend is well covered by both earnings (39% earnings payout ratio) and cash flows (29% cash payout ratio). The dividend has increased by an average of 15% per year over the past 4 years and payments have been stable during that time. Earnings per share has grown by 22% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jul 24Second quarter 2025 earnings released: EPS: US$0.51 (vs US$0.42 in 2Q 2024)Second quarter 2025 results: EPS: US$0.51 (up from US$0.42 in 2Q 2024). Revenue: US$129.1m (up 16% from 2Q 2024). Net income: US$29.5m (up 20% from 2Q 2024). Profit margin: 23% (in line with 2Q 2024). Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 7% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jul 24+ 1 more updateThe St. Joe Company Appoints Elizabeth Dantin Franklin to the Board of Directors as an Independent Director, Effective July 22, 2025On July 22, 2025, The St. Joe Company appointed Elizabeth Dantin Franklin to the Company’s Board of Directors as an independent director, expanding the Board to six directors. Ms. Franklin brings extensive finance and audit expertise to the Board, having served as Chief Audit Officer at Fidelity National Financial from 2007 – 2023. Ms. Franklin will serve on each of the Board’s three standing committees.
お知らせ • Jul 11The St. Joe Company to Report Q2, 2025 Results on Jul 23, 2025The St. Joe Company announced that they will report Q2, 2025 results After-Market on Jul 23, 2025
分析記事 • Jun 30Unpleasant Surprises Could Be In Store For The St. Joe Company's (NYSE:JOE) SharesWith a price-to-earnings (or "P/E") ratio of 36.8x The St. Joe Company ( NYSE:JOE ) may be sending very bearish signals...
お知らせ • Jun 30The St. Joe Company(NYSE:JOE) dropped from Russell 2000 Dynamic IndexThe St. Joe Company(NYSE:JOE) dropped from Russell 2000 Dynamic Index
Upcoming Dividend • Jun 03Upcoming dividend of US$0.14 per shareEligible shareholders must have bought the stock before 10 June 2025. Payment date: 26 June 2025. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of American dividend payers (4.8%). Lower than average of industry peers (2.6%).
お知らせ • May 28The St. Joe Company Announces Expanded Nonstop Daily Flights Create Year-round Access to Travel Between Northwest Florida and New York CityThe St. Joe Company celebrates the announcement of expanded nonstop daily flights between Northwest Florida Beaches International Airport (ECP) in Panama City, FL and LaGuardia Airport (LGA) in New York City. This announcement comes on the heels of the previously announced seasonal Saturday service offered by Delta Air Lines ("Delta") for Summer 2025. Starting November 6, 2025, this new daily service creates not only a convenient route but also year-round connectivity for travelers from the Northeast to discover the quality of life and attractiveness of Northwest Florida as both a vacation destination and permanent residence. The new year-round route will be operated with an Embraer 175 aircraft, providing passengers with a comfortable and efficient travel experience. Summer flights are available for booking now with the seasonal service beginning on June 14, 2025, and will operate once weekly on Saturdays. Additionally, Delta will offer daily service from June 28, 2025 to July 6, 2025, to accommodate travelers for the Fourth of July holiday. The seasonal service flights will run through Labor Day and will be operated on Delta's CRJ-900 aircraft.
分析記事 • May 17We Think St. Joe (NYSE:JOE) Can Stay On Top Of Its DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Reported Earnings • Apr 24First quarter 2025 earnings released: EPS: US$0.30 (vs US$0.24 in 1Q 2024)First quarter 2025 results: EPS: US$0.30 (up from US$0.24 in 1Q 2024). Revenue: US$94.2m (up 7.3% from 1Q 2024). Net income: US$17.5m (up 26% from 1Q 2024). Profit margin: 19% (up from 16% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 9% per year, which means it is performing significantly worse than earnings.
お知らせ • Apr 24The St. Joe Company Declares Cash Dividend, Payable on June 26, 2025The St. Joe Company on April 23, 2025, the Board of Directors declared a cash dividend of $0.14 per share on the Company’s common stock, payable on June 26, 2025, to shareholders of record as of the close of business on June 10, 2025.
Buy Or Sell Opportunity • Apr 22Now 22% overvaluedOver the last 90 days, the stock has fallen 12% to US$41.73. The fair value is estimated to be US$34.10, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years, while earnings per share has been flat.
Seeking Alpha • Apr 17St. Joe: Decades Of Value Creation AheadSummary St. Joe offers a unique opportunity to buy Florida land at 5–10 times below market value, aligning with Warren Buffett's investment philosophy. The company's assets in rapidly growing Bay and Walton counties, with favorable climate and low taxes, make it highly attractive. St. Joe's diversified revenue streams from hospitality, residential, and commercial segments show strong growth and potential for future cash flows. Valuing St. Joe conservatively, its assets are worth $5.5 billion, double its current market cap, making it a "Strong Buy" for patient investors. Read the full article on Seeking Alpha
お知らせ • Apr 16The St. Joe Company to Report Q1, 2025 Results on Apr 23, 2025The St. Joe Company announced that they will report Q1, 2025 results After-Market on Apr 23, 2025
お知らせ • Apr 03The St. Joe Company, Annual General Meeting, May 13, 2025The St. Joe Company, Annual General Meeting, May 13, 2025. Location: embassy suites by hilton panama city, beach resort 16006 front beach, road panama city beach fl 32413., United States
Seeking Alpha • Mar 16St. Joe Has Hidden Value In Discounted Real Estate PortfolioSummary St. Joe Company’s Bay-Walton Sector Plan covers 110,500 acres, aiming to develop 170,200 residential units and 22 million sq. ft. of commercial space by 2064. Despite a challenging housing market, St. Joe’s land is undervalued, trading at $15,449/acre versus an intrinsic value of $53,543/acre. Hospitality and commercial segments show strong growth, with hotel revenues up 22.3% and commercial leasing revenues up 17.7% in 2024. Long-term prospects are favorable due to demographic trends and planned developments, positioning St. Joe to capitalize on North Florida’s growth. Read the full article on Seeking Alpha
お知らせ • Mar 06The St. Joe Company Announces New Nonstop Flight Between Northwest Florida Beaches International Airport in Panama City, Fl and Laguardia Airport in New York CityThe St. Joe Company celebrates the announcement of a new nonstop flight between Northwest Florida Beaches International Airport (ECP) in Panama City, FL and LaGuardia Airport (LGA) in New York City. The seasonal service offered by Delta Air Lines, is the first-ever opportunity for vacationers in the Northeast to fly direct from New York City to ECP. This new service creates a more convenient route for travelers to discover the quality of life and attractiveness of Northwest Florida as both a vacation destination and permanent residence. With flights available for booking now, the new service will begin on June 14, 2025, and will operate once weekly on Saturdays. Additionally, Delta will offer daily service from June 28, 2025, to July 6, 2025, to accommodate travelers for the Fourth of July holiday. The flights will run through Labor Day and will be operated on Delta's CRJ-900 aircraft. The St. Joe Company owns, or jointly owns, and operates a portfolio of residential, commercial and hospitality properties throughout Northwest Florida, including 12 hotels across multiple brands, from luxury boutique properties like the award-winning Pearl Hotel in Rosemary Beach and Camp Creek®? Inn in Inlet Beach to nationally recognized brands like Embassy Suites by Hilton Panama City Beach Resort.
Declared Dividend • Mar 02Fourth quarter dividend of US$0.14 announcedShareholders will receive a dividend of US$0.14. Ex-date: 10th March 2025 Payment date: 27th March 2025 Dividend yield will be 1.1%, which is lower than the industry average of 3.2%. Sustainability & Growth Dividend is well covered by both earnings (41% earnings payout ratio) and cash flows (33% cash payout ratio). The dividend has increased by an average of 15% per year over the past 4 years and payments have been stable during that time. Earnings per share has grown by 23% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 27Full year 2024 earnings released: EPS: US$1.27 (vs US$1.33 in FY 2023)Full year 2024 results: EPS: US$1.27 (down from US$1.33 in FY 2023). Revenue: US$402.7m (up 3.5% from FY 2023). Net income: US$74.2m (down 4.5% from FY 2023). Profit margin: 18% (down from 20% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has fallen by 6% per year.
お知らせ • Feb 27The St. Joe Company Declares Cash Dividend, Payable on March 27, 2025On February 26, 2025, the Board of Directors of The St. Joe Company declared a cash dividend of $0.14 per share on the Company’s common stock, payable on March 27, 2025, to shareholders of record as of the close of business on March 10, 2025.
分析記事 • Feb 22Risks To Shareholder Returns Are Elevated At These Prices For The St. Joe Company (NYSE:JOE)With a price-to-earnings (or "P/E") ratio of 39.5x The St. Joe Company ( NYSE:JOE ) may be sending very bearish signals...
分析記事 • Jan 30Is St. Joe (NYSE:JOE) A Risky Investment?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Seeking Alpha • Jan 15The St. Joe Company: Silly Mispricing Despite A Dramatic Growth In NAVSummary JOE's vast land holdings in Florida, especially in rapidly growing counties, offer significant upside potential, driven by population and economic growth. Valuing JOE's land at $57,500 to $92,200 per acre suggests a substantial undervaluation at the current market cap, presenting a compelling investment opportunity. The company's strategy of developing land rather than aggressive buybacks enhances long-term value through increased cash flow and asset appreciation. Short-term price declines due to Bruce Berkowitz's share sales are seen as buying opportunities, with confidence in long-term NAV appreciation. Read the full article on Seeking Alpha
お知らせ • Jan 08The St. Joe Company Announces Appointment of Diane Hausler as Senior Vice President to Manage New Boutique Real Estate Brokerage BusinessThe St. Joe Company launches a boutique real estate brokerage specializing in home sales along Northwest Florida’s gulf coast. The new venture is led by Diane Hausler who serves as Senior Vice President and manages the brokerage’s day-to-day operations. With more than 22 years of proven leadership and knowledge in real estate, Hausler brings a wealth of experience to this new role. Prior to joining St. Joe, Hausler served as a sales executive for The Ebby Halliday Companies where she led a team of up to 150 agents in the Dallas-Fort Worth metroplex, serving some of the country’s fastest growing communities. With $8.2 billion in total sales volume in 2023, The Ebby Halliday Companies was the North Texas region’s top residential brokerage.
Seeking Alpha • Dec 23The St. Joe Company: Still Not Ready For An UpgradeSummary Successful investing often involves going against popular opinion; my ‘sell’ rating on The St. Joe Company has been validated by its underperformance compared to the S&P 500. Despite recent financial weaknesses and slightly improved valuations, I maintain a ‘sell’ rating due to the company's high stock price and underwhelming performance. The St. Joe Company has significant growth potential, but recent revenue declines, especially in its Real Estate segment, highlight current challenges. While some segments like Hospitality and Leasing have performed well, overall profitability metrics have declined, making the stock too pricey for a ‘hold’ rating. Read the full article on Seeking Alpha
Seeking Alpha • Oct 31The St. Joe Company: Q3 Was Fine, But An Unexpected Risk EmergesSummary Q3 earnings were down from the prior year, but generally, St. Joe's is not a company that you need to study closely each quarter. The company is rapidly growing its Hospitality and Leasing businesses, which should be more predictable than its Real Estate sales. The resignation of Bruce Berkovitz raises significant concerns about his future plans as the largest shareholder and made me more cautious on the stock. Read the full article on Seeking Alpha
Declared Dividend • Oct 27Third quarter dividend of US$0.14 announcedShareholders will receive a dividend of US$0.14. Ex-date: 7th November 2024 Payment date: 6th December 2024 Dividend yield will be 1.0%, which is lower than the industry average of 3.2%. Sustainability & Growth Dividend is well covered by both earnings (43% earnings payout ratio) and cash flows (40% cash payout ratio). The dividend has increased by an average of 15% per year over the past 4 years and payments have been stable during that time. Earnings per share has grown by 31% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Oct 24Third quarter 2024 earnings released: EPS: US$0.29 (vs US$0.33 in 3Q 2023)Third quarter 2024 results: EPS: US$0.29 (down from US$0.33 in 3Q 2023). Revenue: US$71.0m (down 30% from 3Q 2023). Net income: US$16.8m (down 13% from 3Q 2023). Profit margin: 24% (up from 19% in 3Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has increased by 4% per year.
お知らせ • Oct 24+ 1 more updateThe St. Joe Company Announces Board ChangesThe St. Joe Company announced that on October 21, 2024, Bruce R. Berkowitz, the Chairman of the Board of Directors (the “Board”) of the Company informed the Company of his intention to retire from the Board, effective October 23, 2024. On October 22, 2024, the Board, upon the recommendation of the Governance and Nominating Committee of the Board, appointed Rhea Goff to serve as a non-independent director of the Company, effective October 23, 2024, for the remainder of the one-year term that will expire at the 2025 annual meeting of shareholders or until her successor is duly elected and qualified. Ms. Goff, age 44, currently serves as the Company’s Senior Vice President and Chief Administrative Officer. Ms. Goff oversees functions and teams that provide support to the Company’s operating segments. Ms. Goff began working for the Company in 2003 as a Human Resources Assistant at the WaterColor Inn & Resort focusing on human resources for the Company’s hospitality operations in Walton and Bay Counties. In 2005, Ms. Goff’s role expanded to a corporate position managing human resources for the Northwest Florida region. Ms. Goff is now responsible for oversight of all human resources operations throughout the Company. She also oversees Marketing and Information Technology as well as a variety of the Company’s corporate administration, policies, and compliance matters. Ms. Goff earned her bachelor’s degree from Florida State University in 2001. Ms. Goff previously served on the Boards of Seaside Neighborhood School, Seaside School Foundation, and the Bay County Chamber of Commerce. Ms. Goff currently serves on the Boards of the St. Joe Community Foundation, Florida’s Great Northwest, Florida’s Great Northwest Foundation, and the Walton County School District Business Advisory Board. Ms. Goff was also appointed to and serves on the Board of Trustees of Northwest Florida State College and the Florida Commission on Community Service. In connection with Mr. Berkowitz's retirement from his position as Chairman of the Board, on October 22, 2024, the Board, upon the recommendation of the Governance and Nominating Committee of the Board, also appointed Jorge L. Gonzalez, the Company's President and Chief Executive Officer, as Chairman of the Board, and Howard S. Frank, an independent director, as Independent Lead Director of the Board, each effective October 23, 2024.
分析記事 • Oct 14We Think St. Joe (NYSE:JOE) Can Stay On Top Of Its DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
お知らせ • Oct 10The St. Joe Company to Report Q3, 2024 Results on Oct 23, 2024The St. Joe Company announced that they will report Q3, 2024 results at 4:00 PM, US Eastern Standard Time on Oct 23, 2024
分析記事 • Aug 26What The St. Joe Company's (NYSE:JOE) P/E Is Not Telling YouThe St. Joe Company's ( NYSE:JOE ) price-to-earnings (or "P/E") ratio of 49.6x might make it look like a strong sell...
Declared Dividend • Jul 28Second quarter dividend increased to US$0.14Dividend of US$0.14 is 17% higher than last year. Ex-date: 9th August 2024 Payment date: 6th September 2024 Dividend yield will be 0.8%, which is lower than the industry average of 3.2%. Sustainability & Growth Dividend is well covered by both earnings (39% earnings payout ratio) and cash flows (35% cash payout ratio). The dividend has increased by an average of 21% per year over the past 3 years and payments have been stable during that time. Earnings per share has grown by 33% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jul 25Second quarter 2024 earnings released: EPS: US$0.42 (vs US$0.60 in 2Q 2023)Second quarter 2024 results: EPS: US$0.42 (down from US$0.60 in 2Q 2023). Revenue: US$111.6m (down 13% from 2Q 2023). Net income: US$24.5m (down 29% from 2Q 2023). Profit margin: 22% (down from 27% in 2Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 11% per year.
お知らせ • Jul 25The St. Joe Company Increases Quarterly Dividend, Payable on September 6, 2024On July 24, 2024, the Board of Directors of The St. Joe Company declared a cash dividend of $0.14 per share on the Company’s common stock, payable on September 6, 2024, to shareholders of record as of the close of business on August 9, 2024. The third quarter dividend represents a 17% increase from the second quarter 2024 dividend of $0.12 per share.
Seeking Alpha • Jul 18The St. Joe Company: Incremental Investments Add ~$10/Share At Current MultiplesSummary The St. Joe Company has an extensive runway to deploy capital over several years to come at attractive incremental growth rates. Operating segments have idiosyncratic tailwinds that could add ~$10/share to the stock price following completion of capital investments. The market looks to only be appreciating these facts, with the stock now at >3x EV/IC, my view is that this is sustainable and warrants ~$85/share today. Read the full article on Seeking Alpha
分析記事 • Jul 17Should You Be Adding St. Joe (NYSE:JOE) To Your Watchlist Today?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Valuation Update With 7 Day Price Move • Jul 16Investor sentiment improves as stock rises 17%After last week's 17% share price gain to US$61.72, the stock trades at a trailing P/E ratio of 44.4x. Average trailing P/E is 28x in the Real Estate industry in the US. Total returns to shareholders of 49% over the past three years.
分析記事 • Jun 29Does St. Joe (NYSE:JOE) Have A Healthy Balance Sheet?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 • May 14The St. Joe Company (NYSE:JOE) Not Lagging Market On Growth Or PricingThe St. Joe Company's ( NYSE:JOE ) price-to-earnings (or "P/E") ratio of 41.7x might make it look like a strong sell...
Declared Dividend • Apr 28First quarter dividend of US$0.12 announcedShareholders will receive a dividend of US$0.12. Ex-date: 14th May 2024 Payment date: 13th June 2024 Dividend yield will be 0.8%, which is lower than the industry average of 3.2%. Sustainability & Growth Dividend is well covered by both earnings (33% earnings payout ratio) and cash flows (27% cash payout ratio). The dividend has increased by an average of 14% per year over the past 3 years and payments have been stable during that time. Earnings per share has grown by 21% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Apr 25First quarter 2024 earnings released: EPS: US$0.24 (vs US$0.18 in 1Q 2023)First quarter 2024 results: EPS: US$0.24 (up from US$0.18 in 1Q 2023). Revenue: US$87.8m (up 20% from 1Q 2023). Net income: US$13.9m (up 34% from 1Q 2023). Profit margin: 16% (up from 14% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 8% per year.
お知らせ • Apr 25The St. Joe Company Declares Cash Dividend on Common Stock, Payable on June 13, 2024On April 24, 2024, the Board of Directors of The St. Joe Company declared a cash dividend of $0.12 per share on the Company’s common stock, payable on June 13, 2024, to shareholders of record as of the close of business on May 15, 2024.
お知らせ • Apr 12The St. Joe Company to Report Q1, 2024 Results on Apr 24, 2024The St. Joe Company announced that they will report Q1, 2024 results After-Market on Apr 24, 2024
分析記事 • Mar 13Here's Why We Think St. Joe (NYSE:JOE) Is Well Worth WatchingThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Declared Dividend • Feb 25Fourth quarter dividend of US$0.12 announcedShareholders will receive a dividend of US$0.12. Ex-date: 1st March 2024 Payment date: 27th March 2024 Dividend yield will be 0.8%, which is lower than the industry average of 3.2%. Sustainability & Growth Dividend is well covered by both earnings (33% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased by an average of 14% per year over the past 3 years and payments have been stable during that time. Earnings per share has grown by 21% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 22Full year 2023 earnings released: EPS: US$1.33 (vs US$1.21 in FY 2022)Full year 2023 results: EPS: US$1.33 (up from US$1.21 in FY 2022). Revenue: US$389.2m (up 54% from FY 2022). Net income: US$77.7m (up 9.5% from FY 2022). Profit margin: 20% (down from 28% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 22+ 1 more updateThe St. Joe Company, Annual General Meeting, May 14, 2024The St. Joe Company, Annual General Meeting, May 14, 2024.
Buy Or Sell Opportunity • Feb 14Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 3.1% to US$54.33. The fair value is estimated to be US$45.16, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 23%.
Seeking Alpha • Feb 06St. Joe Company: A Call Option On Florida, The Fastest-Growing State Since CovidSummary St. Joe Company owns land in Northwest Florida that's being developed for several uses. While the company is trading at a 43x multiple to its annualized third-quarter earnings per share, growth has been substantial and is set to continue over the long term. Florida's continued population growth forms a critical backstop for the company. Read the full article on Seeking Alpha
お知らせ • Feb 02The St. Joe Company to Report Q4, 2023 Results on Feb 21, 2024The St. Joe Company announced that they will report Q4, 2023 results After-Market on Feb 21, 2024
分析記事 • Jan 31Shareholders Should Be Pleased With The St. Joe Company's (NYSE:JOE) PriceThe St. Joe Company's ( NYSE:JOE ) price-to-earnings (or "P/E") ratio of 35.2x might make it look like a strong sell...
分析記事 • Dec 20We Think St. Joe (NYSE:JOE) Can Stay On Top Of Its DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
お知らせ • Dec 15the St. Joe Company Announces Barnes & Noble Bookstore Coming to Pier Park NorthThe St. Joe Company announced plans for a new Barnes & Noble bookstore to open in the Pier Park North retail center in Panama City Beach, Florida. Plans call for the bookstore to open in early spring of 2024. The new location showcases the highly lauded bookstore design seen in the most recent Barnes & Noble store openings, housing all the best books, toys, games and gifts that customers have come to expect from the nation's premier bookseller. The Pier Park North retail center is located on Panama City Beach Parkway in the Pier Park shopping and entertainment district and is owned by St. Joe and joint venture partner CASTO. The center features approximately 320,000 square feet of leasable space and is 100% leased. Barnes & Noble will join established businesses in Pier Park North, including The Fresh Market, Orangetheory Fitness, Dick's Sporting Goods, Rooms to Go, World Market, Ross Dress for Less, PetSmart, and many others.
分析記事 • Nov 29We Ran A Stock Scan For Earnings Growth And St. Joe (NYSE:JOE) Passed With EaseThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Seeking Alpha • Nov 15The St. Joe Company: Making A Bet On FloridaSummary St. Joe Company is a real estate developer focused on the northwest Florida region, particularly Panama City. JOE owns a variety of properties including residential, hospitality, and business services, and has entitlements to develop more. The company's growth has been impressive in recent years, but it is exposed to risks such as regional market fluctuations and climate-related events. Its long-term history has mixed results as it enjoyed periods of boom and bust in the past. This is basically making a bet on Florida's real estate market. Read the full article on Seeking Alpha
Upcoming Dividend • Nov 01Upcoming dividend of US$0.12 per share at 1.0% yieldEligible shareholders must have bought the stock before 08 November 2023. Payment date: 08 December 2023. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of American dividend payers (5.3%). Lower than average of industry peers (2.4%).
Reported Earnings • Oct 26Third quarter 2023 earnings released: EPS: US$0.33 (vs US$0.21 in 3Q 2022)Third quarter 2023 results: EPS: US$0.33 (up from US$0.21 in 3Q 2022). Revenue: US$101.4m (up 76% from 3Q 2022). Net income: US$19.4m (up 57% from 3Q 2022). Profit margin: 19% (down from 21% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 23% per year whereas the company’s share price has increased by 19% per year.
お知らせ • Oct 26The St. Joe Company Declares Quarterly Dividend, Payable on December 8, 2023On October 25, 2023, the Board of Directors of The St. Joe Company declared a cash dividend of $0.12 per share on the Company's common stock, payable on December 8, 2023, to shareholders of record as of the close of business on November 9, 2023.
お知らせ • Oct 14The St. Joe Company to Report Q3, 2023 Results on Oct 25, 2023The St. Joe Company announced that they will report Q3, 2023 results After-Market on Oct 25, 2023
分析記事 • Sep 10Here's Why St. Joe (NYSE:JOE) Has A Meaningful Debt BurdenLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Seeking Alpha • Aug 30St. Joe Is Firing On All CylindersSummary St. Joe Company's shares have seen a 70% return in less than a year since my last article. The company's residential segment has benefitted from selling more lots at higher prices. The shares are fully valued and there are risks that the company has over earned this year. Read the full article on Seeking Alpha
Upcoming Dividend • Aug 03Upcoming dividend of US$0.12 per share at 0.8% yieldEligible shareholders must have bought the stock before 10 August 2023. Payment date: 08 September 2023. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of American dividend payers (4.7%). Lower than average of industry peers (1.9%).
分析記事 • Aug 02Here's Why We Think St. Joe (NYSE:JOE) Is Well Worth WatchingIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Reported Earnings • Jul 28Second quarter 2023 earnings released: EPS: US$0.59 (vs US$0.29 in 2Q 2022)Second quarter 2023 results: EPS: US$0.59 (up from US$0.29 in 2Q 2022). Revenue: US$128.1m (up 88% from 2Q 2022). Net income: US$34.7m (up 104% from 2Q 2022). Profit margin: 27% (up from 25% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has increased by 45% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jul 27The St. Joe Company Declares Cash Dividend, Payable on September 8, 2023On July 26, 2023, the Board of Directors of The St. Joe Company declared a cash dividend of $0.12 per share on the Company’s common stock, a 20% increase from the June 2023 dividend payment, payable on September 8, 2023, to shareholders of record as of the close of business on August 11, 2023.
お知らせ • Jul 14The St. Joe Company to Report Q2, 2023 Results on Jul 26, 2023The St. Joe Company announced that they will report Q2, 2023 results on Jul 26, 2023
Seeking Alpha • Jun 20The St. Joe Company Looks Awfully Pricey Right Now (Rating Downgrade)Summary The St. Joe Company's recent financial performance has been mixed, with declines in average revenue per homesite sold and overall profits. Shares of the company are expensive on an absolute basis and relative to similar firms, making it a less attractive prospect for investors. The author has downgraded the business from a 'hold' to a 'sell' until either fundamentals improve drastically or shares drop materially. Read the full article on Seeking Alpha
