St. Joe (JOE)

Company Profile

the st. joe company is a florida-based real estate developer and manager. the company owns land concentrated primarily in northwest florida and has significant residential and commercial land-use entitlements in hand or in process. the company also owns various commercial, resort and club properties. our land and natural assets combined with our strategic vision for northwest florida are helping us create long-term value for our shareholders. we develop resort and residential communities for those who want to live, work and play near the region's beautiful white sand beaches. our commercial and industrial developments are helping bring jobs and economic growth to the region. in addition, the company manages timber operations on thousands of acres and offers certain rural acreage for sale. we believe that the future of florida is bright and the st. joe company will have a key role in northwest florida's growth for many years to come.

Company profile

Ticker

JOE

Exchange

NYSE

Website

www.joe.com/

CEO

Jorge Gonzalez

Incorporated

Florida

Location

Florida

Fiscal year end

Dec 31

Sector

Construction > Land Subdivision

Industry (SIC)

Land Subdividers & Developers (No Cemeteries)

Stratus Properties • AMREP • Portsmouth Square • Gaucho • Forge Innovation Development • Kaanapali Land • International Land Alliance • Community Redevelopment • Asia Properties • Irsa Investments & Representations ...

Former names

ST JOE CORP, ST JOE PAPER CO

SEC CIK

0000745308

Corporate docs

Articles of Incorporation & Bylaws

Underwriting Agreements

Plans of Reorganization

Indentures

Material Contracts & Credit Agreements

Subsidiaries Lists

Subsidiaries

30A Greenway Hotel, LLC • Artisan Park, L.L.C. • Arvida Realty, LLC • Bay Parkway Multi-Family, LLC • Bay Parkway Multi-Family II, LLC • Bay Point Marina, LLC • BP East Multi-Family, LLC • Breakfast Point, LLC • Breakfast Point Commercial, LLC • Camp Creek Golf Club, LLC ...

IRS number

590432511

JOE stock data

1M 1Y 5Y

Latest filings (excl ownership)

View all

26 Jul 23

Results of Operations and Financial Condition

26 Jul 23

8-K

Submission of Matters to a Vote of Security Holders

18 May 23

8-K

Regulation FD Disclosure

26 Apr 23

Results of Operations and Financial Condition

26 Apr 23

ARS

2022 FY

Annual report to shareholders

6 Apr 23

DEFA14A

Additional proxy soliciting materials

6 Apr 23

22 Feb 23

Latest ownership filings

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BRUCE R BERKOWITZ

1 Sep 23

SC 13D/A

FAIRHOLME CAPITAL MANAGEMENT LLC

Notice of proposed sale of securities

FAIRHOLME CAPITAL MANAGEMENT LLC

Notice of proposed sale of securities

28 Jul 23

Financial summary

Financial statements Chart JOE financial data

Quarter (USD)	Jun 23	Mar 23	Dec 22	Sep 22
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Dec 22	Dec 21	Dec 20	Dec 19
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Financial data from St. Joe earnings reports.

Institutional ownership, Q2 2023

JOE institutional ownership history Ownership history

13F holders	Current	Prev Q	Change
Total holders	182	185	-1.6%
Opened positions	20	19	+5.3%
Closed positions	23	23	–
Increased positions	65	59	+10.2%
Reduced positions	58	66	-12.1%

13F shares	Current	Prev Q	Change
Total value	2.51 tn	2.18 tn	+15.0%
Total shares	74.80 mm	75.35 mm	-0.7%
Total puts	53.50 k	81.00 k	-34.0%
Total calls	67.90 k	87.70 k	-22.6%
Total put/call ratio	0.8	0.9	-14.7%

Largest owners	Shares	Value	Change
Fairholme Capital Management	23.78 mm	$1.15 tn	-1.5%
Bruce R Berkowitz	22.91 mm	$1.21 bn	0.0%
Vanguard	5.80 mm	$280.23 bn	+8.7%
BLK Blackrock	5.27 mm	$254.97 bn	-0.3%
T. Rowe Price Investment Management	2.98 mm	$143.86 bn	+1.0%
Dimensional Fund Advisors	1.56 mm	$75.18 bn	+0.3%
STT State Street	1.16 mm	$55.88 bn	+2.3%
Gamco Investors	970.20 k	$46.90 bn	-0.1%
Gabelli Funds	889.00 k	$42.97 bn	-0.5%
Praetorian PR	829.09 k	$40.08 bn	+2.5%

Largest transactions	Shares	Bought/sold	Change
Praetorian Capital Management	0.00	-809.09 k	EXIT
Vanguard	5.80 mm	+462.26 k	+8.7%
Fairholme Capital Management	23.78 mm	-361.00 k	-1.5%
Capital Research Global Investors	327.74 k	+327.74 k	NEW
NTRS Northern Trust	392.15 k	-97.88 k	-20.0%
Algert Global	69.91 k	+69.91 k	NEW
Front Street Capital Management	593.41 k	-51.18 k	-7.9%
UBS UBS Group AG - Registered Shares	66.33 k	+50.79 k	+327.0%
MS Morgan Stanley	307.80 k	-46.53 k	-13.1%
Horizon Kinetics Asset Management	663.41 k	-44.72 k	-6.3%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

JOE insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
31 Aug 23	Bruce R Berkowitz	Common Stock	Other	Dispose J	No	No	0	348,267	0.00	19,394,724
17 Aug 23	Bruce R Berkowitz	Common Stock	Sell	Dispose S	No	No	61.02	2,900	176.96 k	19,742,991
16 Aug 23	Bruce R Berkowitz	Common Stock	Sell	Dispose S	No	No	61.15	30,900	1.89 mm	19,745,891
15 Aug 23	Bruce R Berkowitz	Common Stock	Sell	Dispose S	No	No	61.11	31,200	1.91 mm	19,776,791
14 Aug 23	Bruce R Berkowitz	Common Stock	Sell	Dispose S	No	No	62.23	50,200	3.12 mm	19,807,991
11 Aug 23	Bruce R Berkowitz	Common Stock	Sell	Dispose S	No	No	62.95	44,400	2.79 mm	19,858,191
10 Aug 23	Bruce R Berkowitz	Common Stock	Sell	Dispose S	No	No	62.39	41,400	2.58 mm	19,902,591
9 Aug 23	Bruce R Berkowitz	Common Stock	Sell	Dispose S	No	No	63.13	38,500	2.43 mm	19,943,991
8 Aug 23	Bruce R Berkowitz	Common Stock	Sell	Dispose S	No	No	62.58	66,200	4.14 mm	19,982,491
7 Aug 23	Bruce R Berkowitz	Common Stock	Sell	Dispose S	No	No	61.57	46,900	2.89 mm	20,048,691