The St. Joe Company

NYSE:JOE Stock Report

Market Cap: US$3.3b

St. Joe Ownership

Who are the major shareholders and have insiders been buying or selling?


Recent Insider Transactions

NYSE:JOE Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
05 Sep 25SellUS$5,317,428Fairholme Capital Management, L.L.C.Company104,100US$51.08
28 Aug 25SellUS$1,290,300Fairholme Capital Management, L.L.C.Company25,300US$51.00
28 Aug 25SellUS$26,022,717Fairholme Capital Management, L.L.C.Company511,900US$51.44
22 Aug 25SellUS$4,087,260Fairholme Capital Management, L.L.C.Company81,000US$50.46
19 Aug 25SellUS$2,762,990Fairholme Capital Management, L.L.C.Company55,000US$50.31
14 Aug 25SellUS$17,882,167Fairholme Capital Management, L.L.C.Company350,600US$51.44
20 Mar 25SellUS$10,358,829Fairholme Capital Management, L.L.C.Company220,400US$47.01
10 Mar 25SellUS$70,740Fairholme Capital Management, L.L.C.Company1,500US$47.16
07 Mar 25SellUS$8,885,007Fairholme Capital Management, L.L.C.Company188,700US$47.11

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.


Ownership Breakdown

What is the ownership structure of JOE?
Owner TypeNumber of SharesOwnership Percentage
State or Government12,2590.0212%
Individual Insiders791,9931.37%
General Public6,712,87111.6%
Institutions50,227,40787%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

Top 25 shareholders own 77.62% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
33.9%
Fairholme Capital Management, L.L.C.
19,578,367US$1.1b-3.1%74.09%
10.4%
BlackRock, Inc.
5,979,502US$346.6m-1.21%no data
10.3%
The Vanguard Group, Inc.
5,959,298US$345.4m3.11%no data
2.44%
State Street Global Advisors, Inc.
1,409,274US$81.7m0.95%no data
2.36%
Dimensional Fund Advisors LP
1,363,018US$79.0m-0.91%0.01%
2.16%
GAMCO Investors, Inc.
1,247,410US$72.3m-1.78%0.27%
1.77%
Select Equity Group, L.P.
1,023,600US$59.3m669%0.24%
1.7%
Geode Capital Management, LLC
983,342US$57.0m2.74%no data
1.61%
Capital Research and Management Company
930,218US$53.9m-15.5%no data
1.24%
FMR LLC
715,666US$41.5m-1.55%no data
1.14%
Praetorian PR LLC
660,000US$38.3m0%23.0%
1.05%
Bruce Berkowitz
606,866US$35.2m-68.2%no data
0.96%
Horizon Kinetics Holding Corporation
555,729US$32.2m-0.03%0.41%
0.79%
Northern Trust Global Investments
455,752US$26.4m5.71%no data
0.71%
Victory Capital Management Inc.
407,438US$23.6m54.7%0.01%
0.64%
T. Rowe Price Group, Inc.
369,720US$21.4m-5.9%no data
0.63%
Charles Schwab Investment Management, Inc.
361,002US$20.9m4.47%no data
0.58%
Front Street Capital Management, Inc.
335,756US$19.5m-4.11%2.94%
0.58%
Schwartz Investment Counsel, Inc.
335,400US$19.4m0%0.66%
0.58%
BNY Asset Management
334,579US$19.4m0.71%no data
0.51%
Prospector Partners, LLC
294,317US$17.1m0.18%2.13%
0.48%
Diversified Investment Strategies, LLC
279,850US$16.2m1.3%10.78%
0.38%
Morgan Stanley
218,434US$12.7m-32%no data
0.36%
W. R. Berkley Corporation
209,542US$12.1m0%0.81%
0.36%
UBS Asset Management AG
206,869US$12.0m-6.31%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/11/25 07:41
End of Day Share Price 2025/11/25 00:00
Earnings2025/09/30
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

The St. Joe Company is covered by 3 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
James WilsonCitizens JMP Securities, LLC
Sheila McGrathKeefe, Bruyette, & Woods
Buck HorneRaymond James & Associates