The St. Joe Company (JOE) reported second-quarter 2026 total consolidated revenue of $158.8 million, up 23% from $129.1 million a year earlier. Net income attributable to the Company rose 37% to $40.5 million, or $0.71 per share.
The company also reported first-half 2026 revenue of $257.9 million and net income attributable to the Company of $54.4 million, or $0.95 per share. Its board declared a quarterly cash dividend of $0.16 per share.
- Second-quarter real estate revenue increased 59% to $69.6 million.
- Hospitality revenue rose 8% to a quarterly record of $74.2 million.
- Leasing revenue decreased 9% to $15.0 million.
- The company funded $24.0 million in capital expenditures, repurchased $32.7 million of common stock, paid $9.1 million in dividends and repaid $10.9 million of debt during the quarter.
- The quarterly dividend is payable Sept. 18, 2026, to shareholders of record as of Aug. 21, 2026.
$JOE Insider Trading Activity
$JOE insiders have traded $JOE stock on the open market 20 times in the past 6 months. Of those trades, 0 have been purchases and 20 have been sales.
Here’s a breakdown of recent trading of $JOE stock by insiders over the last 6 months:
- BRUCE R BERKOWITZ has made 0 purchases and 20 sales selling 961,800 shares for an estimated $63,545,278.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$JOE Hedge Fund Activity
We have seen 131 institutional investors add shares of $JOE stock to their portfolio, and 117 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CAPITAL RESEARCH GLOBAL INVESTORS removed 310,000 shares (-37.6%) from their portfolio in Q1 2026, for an estimated $19,468,000
- FAIRHOLME CAPITAL MANAGEMENT LLC removed 212,300 shares (-1.1%) from their portfolio in Q1 2026, for an estimated $13,332,440
- GAMCO INVESTORS, INC. ET AL removed 158,000 shares (-25.1%) from their portfolio in Q1 2026, for an estimated $9,922,400
- FIRST TRUST ADVISORS LP added 93,736 shares (+277.2%) to their portfolio in Q1 2026, for an estimated $5,886,620
- SELECT EQUITY GROUP, L.P. added 93,536 shares (+7.9%) to their portfolio in Q1 2026, for an estimated $5,874,060
- PRUDENTIAL FINANCIAL INC added 88,030 shares (+117.0%) to their portfolio in Q1 2026, for an estimated $5,528,284
- GABELLI FUNDS LLC removed 80,100 shares (-13.3%) from their portfolio in Q1 2026, for an estimated $5,030,280
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
