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JOE Smart Money

The St. Joe Company
1W: +1.0% 1M: +4.4% 3M: +9.5% YTD: +14.0% 1Y: +35.9% 3Y: +40.7% 5Y: +60.2%
$68.05
-0.06 (-0.09%)
After Hours: $69.81 (+1.76, +2.58%)
Weekly Expected Move ±3.0%
$63 $66 $68 $70 $72
NYSE · Real Estate · Real Estate - Development · Tech Score Strong Buy · Power 71 · $3.9B mcap · 55M float · 0.459% daily turnover · Short 51% of daily vol
Credit Risk of going bust: lower than 80% of companies Debt: 12.5% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.63 (down 99.1%), The St. Joe Company would be worth roughly what it owes.
Total debt $551.5M against a stock market value of $3.88B.
Distance to default 9.72 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $274.7M (short-term plus half of long-term), stock volatility 29.8%; Altman Z'' 3.58. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.

🏦 Institutional Activity

Latest: Q2 2026
353
Institutions Holding
+13 vs prior
80.8%
Ownership
+0.32%
38 New
122 Increased
131 Reduced
33 Closed

👔 Insider Trades

25 records
Date Name Title Type Shares Price Value Filing
2026-06-18 FAIRHOLME FUNDS INC 10% owner S-Sale 140,400 $65.71 $9.2M Filing
2026-06-18 BERKOWITZ BRUCE R 10% owner S-Sale 140,400 $65.71 $9.2M Filing
2026-06-16 FAIRHOLME FUNDS INC 10% owner S-Sale 26,700 $65.03 $1.7M Filing
2026-06-16 BERKOWITZ BRUCE R 10% owner S-Sale 26,700 $65.03 $1.7M Filing
2026-06-15 FAIRHOLME FUNDS INC 10% owner S-Sale 94,200 $65.59 $6.2M Filing
2026-06-15 BERKOWITZ BRUCE R 10% owner S-Sale 94,200 $65.59 $6.2M Filing
2026-06-12 FAIRHOLME FUNDS INC 10% owner S-Sale 63,800 $65.25 $4.2M Filing
2026-06-12 BERKOWITZ BRUCE R 10% owner S-Sale 63,800 $65.25 $4.2M Filing
2026-06-10 FAIRHOLME FUNDS INC 10% owner S-Sale 29,200 $65.13 $1.9M Filing
2026-06-10 BERKOWITZ BRUCE R 10% owner S-Sale 29,200 $65.13 $1.9M Filing
2026-06-09 BERKOWITZ BRUCE R 10% owner S-Sale 30,500 $65.10 $2.0M Filing
2026-06-09 FAIRHOLME FUNDS INC 10% owner S-Sale 30,500 $65.10 $2.0M Filing
2026-06-08 FAIRHOLME FUNDS INC 10% owner S-Sale 29,000 $65.12 $1.9M Filing
2026-06-08 BERKOWITZ BRUCE R 10% owner S-Sale 29,000 $65.12 $1.9M Filing
2026-06-05 FAIRHOLME FUNDS INC 10% owner S-Sale 33,600 $65.18 $2.2M Filing
2026-06-05 BERKOWITZ BRUCE R 10% owner S-Sale 33,600 $65.18 $2.2M Filing
2026-06-04 FAIRHOLME FUNDS INC 10% owner S-Sale 59,100 $65.09 $3.8M Filing
2026-06-04 BERKOWITZ BRUCE R 10% owner S-Sale 59,100 $65.09 $3.8M Filing
2026-05-11 BERKOWITZ BRUCE R 10% owner S-Sale 29,200 $65.49 $1.9M Filing
2026-05-11 FAIRHOLME FUNDS INC 10% owner S-Sale 29,200 $65.49 $1.9M Filing
2026-05-08 BERKOWITZ BRUCE R 10% owner S-Sale 86,500 $66.09 $5.7M Filing
2026-05-08 FAIRHOLME FUNDS INC 10% owner S-Sale 86,500 $66.09 $5.7M Filing
2026-05-07 FAIRHOLME FUNDS INC 10% owner S-Sale 25,000 $65.33 $1.6M Filing
2026-05-07 BERKOWITZ BRUCE R 10% owner S-Sale 25,000 $65.33 $1.6M Filing
2026-05-06 BERKOWITZ BRUCE R 10% owner S-Sale 163,600 $65.78 $10.8M Filing

🏛️ Congressional Trades

2 records
Date Politician Chamber Type Amount Filing
2022-10-27 Susie Lee House Sell $1,001 - $15,000 Filing
2021-04-27 Susie Lee House Sell $1,001 - $15,000 Filing

🏦 Top Institutional Holders

20 holders
Holder Shares Value Date Reported Filing
FAIRHOLME CAPITAL MANAGEMENT LLC 18,182,367 $1.1B -1,027,800 2026-06-30 Filing
BlackRock, Inc. 6,148,018 $385M +165,553 2026-06-30 Filing
VANGUARD PORTFOLIO MANAGEMENT LLC 3,922,394 $246M +82,829 2026-06-30 Filing
VANGUARD CAPITAL MANAGEMENT LLC 1,800,077 $113M -538 2026-06-30 Filing
STATE STREET CORP 1,554,006 $97M +68,496 2026-06-30 Filing
DIMENSIONAL FUND ADVISORS LP 1,353,659 $85M +34,721 2026-06-30 Filing
Select Equity Group, L.P. 1,341,063 $84M +66,075 2026-06-30 Filing
GEODE CAPITAL MANAGEMENT, LLC 1,198,445 $75M +181,081 2026-06-30 Filing
Praetorian PR LLC 675,000 $42M — 2026-06-30 Filing
FMR LLC 651,353 $41M -346 2026-06-30 Filing
HORIZON KINETICS ASSET MANAGEMENT LLC 592,608 $37M +49,999 2026-06-30 Filing
FIRST TRUST ADVISORS LP 533,471 $33M +405,914 2026-06-30 Filing
Nitor Capital Management LLC 526,496 $33M -1,104 2026-06-30 Filing
GABELLI FUNDS LLC 505,400 $32M -15,000 2026-06-30 Filing
MORGAN STANLEY 492,857 $31M +30,717 2026-06-30 Filing
NORTHERN TRUST CORP 477,972 $30M +24,365 2026-06-30 Filing
GAMCO INVESTORS, INC. ET AL 467,170 $29M -4,340 2026-06-30 Filing
VICTORY CAPITAL MANAGEMENT INC 409,952 $26M -26,389 2026-06-30 Filing
Invesco Ltd. 402,756 $25M +52,304 2026-06-30 Filing
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT 376,859 $24M +376,859 2026-06-30 Filing

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms