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Ken GriffinAdded
Citadel Advisors · Q2 2026
$4.28M
68.41K shares · 0.0% of portfolio
ST JOE Co
ST JOE Co (JOE) is listed on NYSE and classified in Real Estate - Diversified, part of the Real Estate sector. It is headquartered in Panama City Beach, United States and has 906 employees. The company is worth $3.95B and trades at 32.2x its earnings of the last twelve months; the median for its sector is 22.1x. Revenue was $513.25M in fiscal 2025, up 27.4% from the year before. Net income was $115.63M. The share price is 5.6% below its 52-week high of $73.54. It pays a dividend yielding 0.92%, and has raised its annual dividend for 5 years in a row in our records. 8 of the 38 superinvestors we track held it at the end of Q2 2026. The largest position belongs to Bruce Berkowitz (Fairholme Capital Management), at $1.14B. In that quarter, 4 of them opened or added to the position and 3 reduced it. No open-market insider trades in it were filed over the last 30 days.
Written from the data on this page: SEC filings (13F, Form 4, annual reports) and market prices.
Year by year, from the annual reports; dividends from the payments themselves.
Bars are year-end balances; lines are what happened during the year.
Major managers that reported this stock in their latest 13F.
▲ +42.5% over 5Y.
today you would have $1,525.96▲ +52.6%
Dividends reinvested, splits accounted for. Past prices say what happened, not what will.
The last 18 closed years, each at that year’s closing price and reported numbers.
| Indicator | Median | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Year-end price | $59.37 | $44.93 | $60.18 | $38.65 | $52.05 | $42.45 | $19.83 | $13.17 | $18.05 | $19.00 | $18.51 | $18.39 | $19.19 | $23.08 | $14.66 | $21.85 | $28.89 | $24.32 |
Seven formulas applied to the reported numbers, each with its assumption next to the result. None of them predicts a price.
Square root of 22.5 × earnings × book value. Blind to intangibles, so it undervalues software and brands.
Earnings growing 20.9% a year plus a 0.9% dividend yield. Growth capped at 25%.
Median P/E of 22.1 among peers in the sector.
Median P/E of 35.4 across this company’s own years on record.
Cash flow growing 15.0% a year for 10 years, discounted at 10%, then 2.5% forever.
Sector median of 14.1x operating profit, less net debt. Banks have no EBITDA.
This formula has no meaning here — usually a loss, negative cash flow, or a missing input.
Companies of similar size in Real Estate, for comparison. The columns are the same ones above, in the same order.
| Stock | Price | P/E | P/B | Dividend yield | ROE | Market cap |
|---|---|---|---|---|---|---|
| MRPMillrose Properties, Inc. | $23.97 | 8.4x | 0.7x | 13.18% | 8.12% | $3.98B |
| CDPCopt Defense Properties | $33.83 | 23.0x | 2.5x | 3.78% | 10.82% | $3.92B |
| COLDAmericold Realty Trust | $14.22 | — | 1.7x | 6.47% | -16.46% | $4.08B |
| SLGSl Green Realty Corp | $49.19 |
| P/E | 35.4x | 29.8x | 35.4x | 45.2x | 31.9x | 41.0x | 55.1x | 44.1x | 25.3x | 21.5x | 90.5x | — | 4.2x | 383.8x | 329.7x | — | — | — | — |
| P/S | 11.5x | 6.7x | 6.5x | 9.0x | 8.9x | 11.5x | 15.6x | 9.3x | 7.2x | 11.8x | 14.6x | 13.2x | 2.4x | 13.5x | 15.3x | 9.3x | 20.3x | 19.1x | — |
| P/B | 2.9x | 4.5x | 3.6x | 5.1x | 3.6x | 5.0x | 4.5x | 2.3x | 1.5x | 2.0x | 2.1x | 2.1x | 1.7x | 3.2x | 3.9x | 2.5x | 2.3x | 2.9x | — |
| EPS | $1.99 | $1.27 | $1.33 | $1.21 | $1.27 | $0.77 | $0.45 | $0.52 | $0.84 | $0.21 | -$0.02 | $4.40 | $0.05 | $0.07 | -$3.58 | -$0.39 | -$1.42 | -$0.40 |
| Dividend yield | 0.85% | 0.98% | 1.16% | 0.73% | 1.03% | 0.61% | 0.16% | — | — | — | — | — | — | — | — | — | — | — | — |
| Payout | 31.10% | 29.15% | 40.94% | 33.08% | 33.06% | 25.20% | 9.09% | — | — | — | — | — | — | — | — | — | — | — | — |
| Profit margin | 19.19% | 22.53% | 18.42% | 19.96% | 28.11% | 27.92% | 28.15% | 21.07% | 29.35% | 59.56% | 16.41% | -1.67% | 57.91% | 3.80% | 4.31% | -227.33% | -36.03% | -94.05% | -14.09% |
| ROE | 5.70% | 15.09% | 10.24% | 11.38% | 11.24% | 12.27% | 8.21% | 5.15% | 6.25% | 10.32% | 2.37% | -0.26% | 41.85% | 0.89% | 1.09% | -60.76% | -4.11% | -14.51% | -3.66% |
Median of the years shown; P/E years above 200x are left out.
The average of the method families that answered, not of the seven numbers: four of the seven start from the same earnings per share.
6 methods answered, across 3 families.
Room for errors in the reported numbers.
-4.8% from the average.
Models, not forecasts, and not investment advice. How each formula works →
| — |
| 1.0x |
| 5.02% |
| -3.57% |
| $3.77B |
| HHHHoward Hughes Holdings Inc. | $69.49 | 14.1x | 1.0x | 0.00% | 7.49% | $4.15B |
| BNLBroadstone Net Lease, Inc. | $17.55 | 23.1x | 1.2x | 6.67% | 4.92% | $3.74B |
