St. Joe Company
About: The St. Joe Co is a real estate development, asset management, and operating company and it has three operating segments; the Residential segment plans and develops residential communities and sells homesites to homebuilders or retail consumers, the Hospitality segment features a private membership club (the Watersound Club), hotel operations, food and beverage operations, golf courses, beach clubs, retail outlets, gulf-front vacation rentals, management services, marinas, and other entertainment assets, and Commercial segment include leasing of commercial property, multi-family, senior living, self-storage, and other assets and it also oversees the planning, development, entitlement, management, and sale of commercial and rural land holdings.
Employees: 769
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
24% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 38
15% more repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 72
2% more funds holding
Funds holding: 237 [Q3] → 242 (+5) [Q4]
0.26% less ownership
Funds ownership: 85.73% [Q3] → 85.47% (-0.26%) [Q4]
14% less funds holding in top 10
Funds holding in top 10: 7 [Q3] → 6 (-1) [Q4]
23% less capital invested
Capital invested by funds: $2.92B [Q3] → $2.24B (-$676M) [Q4]
36% less call options, than puts
Call options by funds: $4.21M | Put options by funds: $6.6M
Research analyst outlook
We haven’t received any recent analyst ratings for JOE.
Financial journalist opinion
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