St Joe Stock Price, News & Analysis

The St. Joe Company (NYSE: JOE) reported strong third quarter 2025 results with consolidated revenue of $161.1M (up 63% YoY) and net income attributable to the company of $38.7M or $0.67 per share (up 130% YoY).

Real estate revenue rose 199% to $83.8M, driven by higher homesite prices (average base price of $150,000) and a homesite gross margin of 53%. Hospitality and leasing reached records of $60.6M and $16.7M, respectively. The board declared a $0.16 quarterly dividend (payable Dec 12, 2025), a 14% increase.

The St. Joe Company (NYSE:JOE) has released the latest edition of its biannual Watersound Lifestyle magazine, a publication dedicated to Watersound Club members. The magazine showcases the newly renovated Shark's Tooth Clubhouse, coastal conservation initiatives, and profiles of individuals contributing to the Watersound Club experience.

The Watersound Club offers members access to premium amenities including the Watersound Beach Club, multiple golf courses (Camp Creek, Shark's Tooth, and The Third), a wellness center, tennis and pickleball courts, and the Watersound Club Sporting Preserve. The club operates in the Northwest Florida beach areas of South Walton and Panama City Beach.

St. Joe Company (NYSE:JOE) reported strong Q2 2025 results with significant growth across all segments. Net income increased 20% to $29.5 million ($0.51 per share), while quarterly revenue grew 16% to $129.1 million. Key performance highlights include:

Real estate revenue surged 27% to $43.8 million, with 225 homesite closings (21% increase). Hospitality revenue reached a quarterly record of $68.8 million (10% growth), while leasing revenue hit a record of $16.5 million (11% increase). The company maintained strong capital allocation, funding $36.5 million in capital expenditures, paying $8.1 million in dividends, repurchasing $10.5 million in stock, and reducing debt by $7.7 million.

The Board declared a quarterly dividend of $0.14 per share, payable September 19, 2025. The company also appointed Elizabeth Dantin Franklin as an independent director, expanding the Board to six members.

The St. Joe Company (NYSE: JOE), a diversified real estate development and asset management company operating in Northwest Florida, has scheduled its second quarter 2025 earnings release for Wednesday, July 23, 2025 after market close.

The company will host an earnings conference call on Thursday, July 24, 2025, at 4:00 PM ET to discuss the results. A replay of the call will be available until August 20, 2025 on the company's website. St. Joe focuses on residential, hospitality, and commercial ventures, actively seeking opportunities to optimize its real estate assets through various development activities.

The St. Joe Company (NYSE: JOE) reported exceptional performance during the Fourth of July holiday weekend across its hospitality portfolio in Northwest Florida. The company achieved over 99% occupancy across its 1,298 hotel rooms in 12 hotels and resorts, with room rates ranging from mid-$200s to low-$1,000s per night.

Visitors from 37 different states chose St. Joe properties for their holiday celebrations. Notable events included Camp Creek Inn hosting approximately 2,000 Watersound Club members and guests for festivities, while Panama City Beach attracted an estimated 150,000 visitors for various events including the Star Spangled Spectacular.

The St. Joe Company (NYSE: JOE) announced the opening of Topgolf at their Pier Park City Center development in Panama City Beach, Florida. The facility, which opened on June 27, 2025, represents the first business to open in this new mixed-use development project.

The two-level entertainment venue features 74 outdoor climate-controlled hitting bays, a full-service restaurant and bar, and year-round family-friendly programming. This marks Topgolf's tenth location in Florida.

The Pier Park City Center development encompasses approximately 80 acres within the Pier Park district, which currently includes over one million square feet of retail and dining concepts, along with three hotels totaling 500 rooms. The development is positioned as a future hub for family-oriented entertainment concepts.

The St. Joe Company and partners announced new amenities at Latitude Margaritaville Watersound, a 55+ community in Panama City Beach, Florida. The expanded Latitude Town Square now features the Last Mango Theater, Clayground Pottery Studio, Hangar Workshop, and Barkaritaville Pet Spa. Sports facilities were enhanced with additional pickleball, tennis, and bocce ball courts. The community has seen strong demand with nearly 2,200 homes contracted since 2021, out of an initial phase of 3,500 homes. Home prices start from the $300s, ranging from 1,210 to 4,048 square feet. The development includes plans for a future public marina, commercial village with Publix, and a healthcare campus featuring Tallahassee Memorial Healthcare services and a planned FSU teaching hospital. This marks the third Latitude Margaritaville location, following successful communities in Daytona Beach and Hilton Head.

The St. Joe Company (NYSE: JOE) has announced plans to construct a 50,000-square-foot Publix Super Market at Watersound West Bay Center, located at the entrance of the Latitude Margaritaville Watersound community. The development will include a pharmacy, deli, bakery, and adjacent liquor store, with construction expected to begin in late 2025.

The Watersound West Bay Center is planned to encompass approximately 500,000 square feet of commercial space, featuring an open-air, pedestrian-friendly shopping and dining destination. The project includes additional in-line space and a standalone multi-tenant building, which is currently under construction with anticipated occupancy in early 2026.

The St. Joe Company (NYSE: JOE) has announced that Johnnie-O will join Watersound Town Center as its latest national retail tenant. The California-based clothier, celebrating its 20th anniversary, will open its 13th branded retail store in a new 13,000 square foot multi-tenant retail building currently under construction. Watersound Town Center, located at the entrance to the Watersound Origins residential community in Inlet Beach, Florida, will feature approximately 169,000 square feet of leasable retail, restaurant, and office space, with plans to expand to 400,000 square feet at build-out. Current tenants include Publix Super Market, Starbucks, J.McLaughlin, and Ambrosia Prime Seafood and Steaks. The center benefits from a built-in customer base of affluent year-round residents and over five million annual visitors to South Walton.