JOEJOEReal Estate · Real Estate - Diversified

JOE Stock Forecast: The St. Joe Co. Price Predictions for 2026-2027

Last close, 18 Sept 2026
$64
−0.08% on the day

Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 82 of 100 as at 19 Sept 2026 — inside the top quartile.

Market cap
$3.6B
Ticker Nerd rank
82 / 100
Median analyst target
Analysts covering
1
Revenue$158.8M+23.0% y/y
Operating income$54.8M
Net income$41.0M
Free cash flow$35.5M
Quarterly, 8 quarters to 30 June 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
−3.1%
1M
−4.9%
YTD
+8.3%
1Y
+23.6%
From 52W high
−11.7%
From 52W low
+37.5%
$46
$72
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

JOE stock analysis: one number for the whole business

Consensus tells you what everyone already believes. The model scores The St. Joe Co. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.

Where the model ranks itAs at 19 Sept 2026
82 / 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Quality
96
Issuance
96
Growth
88
Momentum
77
Volatility
74
Accruals
65
Value
52
Size
27
Revisions
25

Quality (96): The business earns solid, repeatable profits on what it owns.

Revisions (25): Analysts have, on balance, been cutting their forecasts.

Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.

Wall Street

JOE stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on JOE, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$45$50$55$60$65$70Oct 25Jan 26Apr 26Jul 26JOE

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Data provided by Twelve Data

What Wall Street says1 analysts
0 Buy1 Hold0 Sell
Recent analyst actionsNewest first
DateFirmActionRatingTarget
26 Oct 2015Raymond JamesDowngradeMarket Perform
7 July 2015Raymond JamesUpgradeOutperform
19 Aug 2014Raymond JamesDowngradeMarket Perform
23 May 2014Raymond JamesUpgradeOutperform
11 Feb 2014Raymond JamesDowngradeMarket Perform
20 Nov 2013Raymond JamesUpgradeOutperform

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

Computed off the Friday close and sent before the US open.

Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. JOE appears on the weeks it earns a place.

Free, every Monday. Unsubscribe any time.

Performance

JOE vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

Over the twelve months to 18 Sept 2026, The St. Joe Co. returned +23.6% against +16.3% for the S&P 500, dividends included.

JOE vs S&P 500, last 12 monthsTotal return, rebased to 100
90100110120130140Oct 25Jan 26Apr 26Jul 26JOES&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

Estimates

JOE analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Fundamentals

The St. Joe Co. (JOE) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
30.0×

Cheaper than 25% of US stocks

Price / sales
6.6×

Cheaper than 19% of US stocks

Price / book
4.8×

Cheaper than 21% of US stocks

EV / EBITDA
19.3×

Cheaper than 16% of US stocks

Growth & margins
Revenue growth (YoY)
23.0%

Higher than 72% of US stocks

Earnings growth (YoY)
37.1%

Higher than 70% of US stocks

Gross margin
46.2%

Higher than 57% of US stocks

Operating margin
34.5%

Higher than 89% of US stocks

Net margin
22.5%

Higher than 84% of US stocks

Returns & dividend
Return on equity
16.2%

Higher than 76% of US stocks

Return on assets
6.8%

Higher than 84% of US stocks

Dividend yield
1.0%

Higher than 22% of US dividend payers

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Key statistics

The St. Joe Co. (JOE) statistics: revenue, profit & scale

The headline figures, each with its date. Every row carries its own link — cite it straight from here.

  • The St. Joe Co. has a market value of $3.6B and an enterprise value of $4.1B.

  • Revenue in the twelve months to 30 June 2026: $547.8M. The latest quarter grew 23.0% year on year.

  • Net income over the same four quarters: $123.7M, a 22.6% net margin.

  • Diluted earnings per share, trailing twelve months: $2.14.

  • Free cash flow in the twelve months to 30 June 2026: $191.2M, after $25.6M of capital spending.

  • The St. Joe Co. spent $61.9M on share buybacks and $35.7M on dividends in the twelve months to 30 June 2026.

  • Shares outstanding: 57.0M.

  • Trailing P/E: 30.0×; forward P/E: 580.4× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Forward dividend yield: 1.00%, paying out 29% of earnings.

  • The St. Joe Co. employs 906 people $605K of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 19 Sept 2026

Data provided by Twelve Data

Peers

JOE vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelReal Estate - Diversified
CompanyMarket capTKN rank
JOEThe St. Joe Co.$3.6B
82
HHHHoward Hughes Holdings, Inc.*$3.6B
42
FRMIFermi, Inc.*$3.1B
1
CWKCushman & Wakefield Ltd.*$2.9B
59
IHSIHS Holding Ltd.*$2.8B
79
NMRKNewmark Group, Inc.*$2.6B
91
OPENOpendoor Technologies, Inc.*$2.4B
12

* Nearest Real Estate names by size — few real estate - diversified companies of this scale trade in the US universe.

Look up any of the roughly 4,600 stocks we score.

The rank is the raw material. Whether the rules would actually own The St. Joe Co. — and when they’d sell — is the membership. See the Ticker Nerd 20 →

News

Latest JOE news & analysis

The St. Joe Company Announces Plans for Additional 3,500 Homes in the Latitude Margaritaville Watersound® Community

Business Wire · 17 Sept 2026positive

The St. Joe Company announced expansion of its joint venture with Minto Communities USA to add approximately 3,500 additional homes at the Latitude Margaritaville Watersound residential community. Sales there increased 27% year to date in 2026, with 2,635 of the initial 3,700 planned homes reached.

Why it matters — A JOE watcher would care because the expansion signals continued growth and strong demand for one of the company's key residential communities, supporting St. Joe's development pipeline.

The St. Joe Company Announces the Creation of a New Business, Watersound℠ Weddings & Events

Business Wire · 9 Sept 2026positive

The St. Joe Company announced the creation of a new business, Watersound Weddings & Events, which will serve as a centralized resource for weddings and special events across the company's hospitality portfolio. The new venture supports St. Joe's strategy of building asset-light businesses with a dedicated team to assist customers with event planning.

Why it matters — A JOE watcher would care because the new asset-light business expands the company's hospitality offerings and may generate new revenue streams without significant capital investment.

Former St. Joe Company Headquarters Is Home to One of Florida's Top-Ranked Public High Schools

Business Wire · 3 Sept 2026positive

The St. Joe Company's former headquarters, now the Magnet Innovation Center, was recognized as a top public high school, ranked #17 in Florida and #136 nationally in the 2026-2027 U.S. News & World Report. The school was created seven years ago when St. Joe made its former corporate headquarters available to the Walton County School District for the STEAM-focused high school.

Why it matters — JOE watchers would care because this recognition reflects positively on the company's contribution to the community it operates in and highlights a lasting, constructive use of its former corporate property.

Watersound® Town Center Continues Retail Momentum With Anthropologie Lease and Johnnie-O Opening

Business Wire · 20 Aug 2026positive

The St. Joe Company announced that Anthropologie has signed a lease for an approximately 9,000 square foot store at Watersound Town Center, and that Johnnie-O has opened there. The company said these activities underscore the continued momentum of the retail destination.

Why it matters — The additions of Anthropologie and Johnnie-O signal ongoing retail growth and tenant interest at Watersound Town Center, a key commercial property for St. Joe.

Billionaire Bruce Berkowitz Reveals 76% Of Fairholme Capital Is in Just 1 Stock

24/7 Wall Street · 18 Aug 2026positive

Fairholme Capital's Q2 2026 13F filing disclosed that it holds 18,182,367 shares of The St. Joe Co., which reportedly make up 76% of the fund's portfolio. The disclosure highlights billionaire Bruce Berkowitz's concentrated position in the company.

Why it matters — A JOE watcher would care because a major, high-profile investor has concentrated a large portion of his fund's assets in the company, signalling significant institutional conviction in the stock.

FAQ

Frequently asked questions about JOE stock

Is JOE stock a buy right now?

Of the 1 analysts covering The St. Joe Co., 0 rate it a Buy, 1 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks The St. Joe Co. 82 out of 100 across roughly 4,600 US stocks as at 19 Sept 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank JOE?

As at 19 Sept 2026, The St. Joe Co. ranks 82 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Quality (96 of 100).

What is the JOE stock forecast for 2030?

No analyst covering The St. Joe Co. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for JOE are extrapolating price history, which says nothing about the business.

How has JOE stock performed over the past year?

The St. Joe Co. returned +23.6% over the 12 months to 18 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.

What does The St. Joe Co. do?

The St. Joe Company is a Florida-based real estate development, asset management, and operating company focused on Northwest Florida.

What is the latest news on JOE?

The most recent item we track (Business Wire, 17 Sept 2026): "The St. Joe Company Announces Plans for Additional 3,500 Homes in the Latitude Margaritaville Watersound® Community". The St. Joe Company announced expansion of its joint venture with Minto Communities USA to add approximately 3,500 additional homes at the Latitude Margaritaville Watersound residential community. Sales there increased 27% year to date in 2026, with 2,635 of the initial 3,700 planned homes reached.

Company

About The St. Joe Co.

The St. Joe Company is a Florida-based real estate development, asset management, and operating company focused on Northwest Florida. It develops and manages master-planned residential communities, commercial properties, and hospitality assets that support living, working, shopping, and leisure activity in the region. Its current business segments include residential development, hospitality operations, and commercial real estate, with offerings such as homesites, retail and office properties, resort-style amenities, golf courses, marinas, and mixed-use destinations. The St. Joe Company plays a significant role in shaping large-scale communities and land uses across coastal Northwest Florida, serving homebuilders, businesses, visitors, and local residents through integrated real estate projects and long-term asset ownership.

CEO Mr. Jorge Luis Gonzalez · 906 employees · United States · https://www.joe.com