ST JOE Co
JOENYSEReal Estate · Land Subdividers & Developers (No Cemeteries) · FL · SEC filings ↗ · Compare ⊕
View price & chart on Yahoo Finance ↗Financials
SEC XBRL · annual| FY25 | FY24 | FY23 | FY22 | FY21 | FY20 | |
|---|---|---|---|---|---|---|
| Revenue | $513.2M | $402.7M | $389.3M | $252.3M | $267.0M | $160.6M |
| Operating income | $146.2M | $95.6M | $90.7M | $61.5M | $94.5M | $47.1M |
| Net income | $115.6M | $74.2M | $77.7M | $70.9M | $74.6M | $45.2M |
| Total assets | $1.52B | $1.54B | $1.52B | $1.43B | $1.21B | $1.04B |
| Total liabilities | $742.8M | $801.8M | $825.0M | $779.7M | $582.1M | $469.2M |
| Equity | $766.3M | $724.3M | $683.1M | $630.8M | $607.4M | $550.6M |
| EPS (diluted) | $1.99 | $1.27 | $1.33 | $1.21 | $1.27 | $0.77 |
| Shares out. | 58.3M | 58.4M | 58.3M | 58.9M | 58.9M | 59.4M |
Reported figures from the company's SEC filings (XBRL). Blank where a line item isn't cleanly tagged — never estimated.
Key ratios
from filings · FY2025- Operating margin
- 28.5%
- Net margin
- 22.5%
- Return on equity
- 15.1%
- Return on assets
- 7.6%
- Return on capital (ROCE)
- —
- Liabilities / assets
- 48.9%
- Debt / equity
- 0.97×
- Book value / share
- $13.14
- Revenue growth (YoY)
- 27.4%
- Net income growth (YoY)
- 55.9%
Computed from the company's own SEC figures — no market price, so these are facts, not a valuation. Book value per share is reported equity ÷ shares; it is not the stock price.
Financial health
forensic scores · FY2025- Accruals / assets
- −4.9%clean
- Piotroski F-Score
- 8/8strong
Altman Z″is a textbook bankruptcy-distress score from book values only (>2.6 safe · 1.1–2.6 grey · <1.1 distress). Accruals = (net income − operating cash flow) ÷ assets; persistently high accruals are an earnings-quality red flag. Beneish M-Scoreis an eight-ratio screen comparing this year with last (M > −1.78 = elevated manipulation-risk screen, not proof). Piotroski F-Scorecounts how many of nine fundamental-health checks pass (shown as passed / applicable; we use operating margin and total liabilities as documented proxies where the exact input isn't XBRL-tagged). Computed from SEC filings — descriptive factors, not advice or a forecast.
Quality score
EDS ScoreOur own multi-factor score from free SEC data — profitability, growth, financial strength, earnings quality, and event/ownership catalysts. No market price and no licensed model: each axis is the share of source-backed checks it passes. Descriptive factors, not advice or a forecast.
Signs
● 1 severe● 6 good- Filed a late-filing notice (Form NT) — missed an SEC deadline
- Operating margin is positive
- Strong return on equity (>15%)
- Revenue is growing year-over-year
- Conservative leverage (liabilities < 50% of assets)
- Positive operating cash flow
- Clean earnings (low accruals)
Derived from the company's own SEC figures (fundamentals, forensic scores, filing discipline) — descriptive factors, not advice or a forecast.
Risk flags
late SEC filings- NT 10-Kmissed a reporting deadline ↗Mar 2, 2011
A Form NT means the company notified the SEC it would file a periodic report late — often an accounting, audit or liquidity warning sign. Also search SEC enforcement actions for this company.
5%+ owners
SEC Schedule 13D / 13G · last 3 yrs- Fairholme Capital Management LlcActivist (13D)May 7, 2026
- Vanguard Portfolio Management LlcPassive (13G)Apr 29, 2026
- Vanguard Group IncPassive (13G)Mar 27, 2026
Holders who disclosed a 5%+ stake. 13D signals intent to influence or control; 13G is a passive holding. Latest filing per holder — open it for the exact stake.
Insider transactions
SEC Form 4 · most recent| Insider | Date | Type | Shares | Price |
|---|---|---|---|---|
| Berkowitz Bruce R10% owner | May 8, 2026 | Sell | 86,500 | $66.09 |
| Berkowitz Bruce R10% owner | May 5, 2026 | Sell | 189,200 | $65.78 |
| Berkowitz Bruce R10% owner | Mar 17, 2026 | Sell | 21,100 | $72.22 |
| Berkowitz Bruce R10% owner | Mar 4, 2026 | Sell | 1,400 | $73.50 |
| Gonzalez Jorge LuisOfficer — President, CEO and Chairman | Mar 2, 2026 | Grant | 11,126 | $0.00 |
| Walters Elizabeth JOfficer — SVP, Chief Legal Officer & Sec | Mar 2, 2026 | Grant | 3,075 | $0.00 |
| Bakun MarekOfficer — EVP & Chief Financial Officer | Mar 2, 2026 | Grant | 3,702 | $0.00 |
| Goff RheaOfficer — SVP & Chief Admin. Officer | Mar 2, 2026 | Grant | 2,494 | $0.00 |
| Berkowitz Bruce R10% owner | Feb 27, 2026 | Sell | 19,000 | $71.85 |
| Bakun MarekOfficer — EVP & Chief Financial Officer | Feb 25, 2026 | Tax withholding | 225 | $68.92 |
| Goff RheaOfficer — SVP & Chief Admin. Officer | Feb 25, 2026 | Tax withholding | 141 | $68.92 |
| Walters Elizabeth JOfficer — SVP, Chief Legal Officer & Sec | Feb 25, 2026 | Tax withholding | 187 | $68.92 |
Headline trade per Form 4 (officers, directors, 10%+ owners). Buy/sell read from the filing's structured data — blank where a field isn't cleanly tagged.
Short interest
FINRA · bi-monthly| Settlement | Shares short | Days to cover | Δ vs prior |
|---|---|---|---|
| May 15, 2026 | 728,137 | 2.3 | -5.3% |
| Apr 30, 2026 | 769,001 | 3.3 | +7.8% |
| Apr 15, 2026 | 713,258 | 4.0 | -12.8% |
| Mar 31, 2026 | 817,568 | 2.4 | +6.8% |
| Mar 13, 2026 | 765,252 | 3.6 | +15.6% |
Shares sold short as reported to FINRA. Days-to-cover = short shares ÷ average daily volume — higher means more potential squeeze pressure.
Material events
SEC Form 8-K · most recent- Shareholder voteMay 14, 2026
- Regulation FD disclosureMay 12, 2026
- Other material eventMay 4, 2026
- Results of operations · Other material eventApr 29, 2026
- Results of operations · Other material eventFeb 25, 2026
- Results of operations · Other material eventOct 29, 2025
- Results of operations · Director / officer change · Other material eventJul 23, 2025
- Director / officer change · Shareholder voteMay 14, 2025
Events the company reported on Form 8-K, labelled by the SEC item code it filed under — its own classification, not our interpretation.
Recent SEC filings
All filings ↗- 8-KMay 14, 2026
- 4May 12, 2026
- 8-KMay 12, 2026
- SCHEDULE 13D/AMay 7, 2026
- 4May 7, 2026
- 144May 7, 2026
- 8-KMay 4, 2026
- 10-QApr 29, 2026
- 8-KApr 29, 2026
- SCHEDULE 13GApr 29, 2026
- ARSMar 31, 2026
- DEFA14AMar 31, 2026
- DEF 14AMar 31, 2026
- SCHEDULE 13G/AMar 27, 2026
- 4Mar 19, 2026
Event-driven situations (2)
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