St. Joe

Fairholme Capital disclosed 18,182,367 shares of St. Joe, representing 76.43% of its portfolio as of June 30, 2026, after trimming just over one million shares. St. Joe reported Q2 revenue of $158.8m, up 23% year‑over‑year, and net income of $40.5m, up 37%, with margin expansion across residential, hospitality and commercial segments. Fairholme opened small positions in Pfizer, Campbell Soup and UPS while adding to Berkshire Hathaway and Progressive; analysts warn the 76% concentration entails significant single‑name risk for retail investors. » Mais em finance.yahoo.com

The Fairholme Fund sold 377,800 shares of St. Joe between May 5–7, 2026 for about $24.84 million, reducing its direct position by 2.35% to 15,695,824 shares (≈$1.02 billion post-transaction). The sale was larger than most of Fairholme's recent disposals but did not involve derivatives or indirect holdings and does not signal an exit, as the fund retains roughly 75.5% of its June 2023 position. St. Joe remains a long-duration land-development play with about 170,000 acres in Northwest Florida; revenue and near-term growth are sensitive to interest rates and consumer demand, so the stock suits patient investors focused on long-term optionality rather than immediate catalysts. » Mais em finance.yahoo.com

St. Joe Company reports Q1 2026 revenue up 5% to USD 99.1 million, driven by a 13% increase in the hospitality segment. Net profit fell 21%, mainly due to significantly lower equity earnings from joint ventures; earnings per share were USD 0.24. Operating income rose 8%. Management continues to focus on recurring revenues and expects initial sales from the Pigeon Creek project in early 2027. After-hours, the stock fell 3.22% to USD 66.81. » Mais em de.investing.com

St. Joe reported 2025 revenue of $513.2M (up 27%) and net income of $115.6M (up 56%), with EPS of $2.00 and recurring revenue rising to 56% of total. Management cited margin improvements in homesites and leasing, a measured capital allocation plan that directed 47% to growth, 33% to dividends and buybacks (798,622 shares repurchased at $50.10 avg), and 20% to project debt reduction. The company holds approvals for 10 DSAPs (each ≥1,000 acres), about 23,900 home sites in the pipeline, ~94,500 sq ft of commercial construction ~76% pre-leased, and plans multifamily, Pier Park East anchors and other amenities. Management emphasized disciplined debt management, continued focus on growing recurring revenue, and early exploration of AI to boost operational efficiency. » Mais em finance.yahoo.com

The St. Joe Company’s stock rose to a new 52-week high of $71.95 and is currently trading at $71.82, roughly 1% below the peak. The shares gained 48% over the past year and 38% in the last six months. InvestingPro currently classifies the stock as overvalued; at the same time the company has a Piotroski Score of 9 and a financial health rating of “GREAT.” For Q4 2025, The St. Joe reported revenue up 24% to $128.9 million and EPS of $0.52. » Mais em de.investing.com