St Joe Co
F:JOE
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St Joe Co
Nestled in the heart of Florida, The St. Joe Company has carved out a unique niche as a prominent real estate development, asset management, and operating company. From its inception over a century ago, St. Joe transitioned from a vast timber and paper enterprise into a dynamic entity focused on leveraging its extensive land holdings—spanning across the picturesque Emerald Coast and beyond. Today, St. Joe is renowned for its strategic development of residential communities, commercial projects, and resorts, transforming thousands of acres into thriving neighborhoods, hot tourist spots, and bustling business hubs. Their expertise lies in their capacity to enhance land value through meticulous planning and infrastructure development, effectively making the Sunshine State an even more attractive proposition for residents, businesses, and tourists.
St. Joe's revenue model intricately weaves together its multifaceted operations. By selling residential lots and homes in their well-crafted communities, they capture significant revenue streams while enhancing their recurrent income through property management and leasing operations. This is augmented by their hospitality division, which operates hotels and resorts—capitalizing on Florida's booming tourist industry. Moreover, the company's astute investment in infrastructure like club memberships, airports, and educational facilities amplifies its real estate portfolio's allure, ensuring sustained growth and profitability. By capturing value across the lifecycle of development, from raw land to a vibrant community and beyond, St. Joe effectively monetizes its assets in alignment with Florida's burgeoning real estate and leisure markets.
Nestled in the heart of Florida, The St. Joe Company has carved out a unique niche as a prominent real estate development, asset management, and operating company. From its inception over a century ago, St. Joe transitioned from a vast timber and paper enterprise into a dynamic entity focused on leveraging its extensive land holdings—spanning across the picturesque Emerald Coast and beyond. Today, St. Joe is renowned for its strategic development of residential communities, commercial projects, and resorts, transforming thousands of acres into thriving neighborhoods, hot tourist spots, and bustling business hubs. Their expertise lies in their capacity to enhance land value through meticulous planning and infrastructure development, effectively making the Sunshine State an even more attractive proposition for residents, businesses, and tourists.
St. Joe's revenue model intricately weaves together its multifaceted operations. By selling residential lots and homes in their well-crafted communities, they capture significant revenue streams while enhancing their recurrent income through property management and leasing operations. This is augmented by their hospitality division, which operates hotels and resorts—capitalizing on Florida's booming tourist industry. Moreover, the company's astute investment in infrastructure like club memberships, airports, and educational facilities amplifies its real estate portfolio's allure, ensuring sustained growth and profitability. By capturing value across the lifecycle of development, from raw land to a vibrant community and beyond, St. Joe effectively monetizes its assets in alignment with Florida's burgeoning real estate and leisure markets.
Revenue Growth: St. Joe reported a 63% increase in revenue year-over-year for Q3 2025, with significant growth across key business segments.
Net Income Surge: Net income jumped by 130% compared to Q3 2024, highlighting strong operating performance.
Residential Real Estate Strength: Residential revenue grew 94% to $36.8 million, driven by a sharp rise in average homesite prices and higher margins.
Record Recurring Revenue: Leasing revenue hit an all-time quarterly record at $16.7 million, and hospitality hit a Q3 record of $60.6 million.
Asset Monetization: The sale of Watercrest senior living for $41 million generated $19.4 million in gross profit, exemplifying their strategy of developing and monetizing assets.
Accelerated Share Repurchases: $24.9 million in share buybacks completed in the first nine months, with the outstanding share count now below 58 million for the first time in nearly 30 years.
Dividend Increase: The quarterly dividend was raised 14% to $0.16 per share, continuing a trend of strong dividend growth since 2020.
