“During the six months ended June 30, 2025, net cash used in investing activities was $15.9 million, which included capital expenditures for operating property and property and equipment of $14.3 million, primarily for our commercial and hospitality segments a…”10-Q · Jul 29, 2026 ↗
The St. Joe Company
JOE
Market read
The St. Joe Company's current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 3 directly disclosed connections are confirming.
- Interest expense decreased $0.7M in the six months ended June 30, 2026 (and $0.4M in the three months) versus prior periods, primarily due to repayment of project financing and lower interest rates.
Invalidation: The isolated read changes if JOE's group or a disclosed connection begins moving with it.
Research brief
The story so far
No new filing conclusion is available. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 3 directly disclosed connections are confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
- Interest expense decreased $0.7M in the six months ended June 30, 2026 (and $0.4M in the three months) versus prior periods, primarily due to repayment of project financing and lower interest rates.
Company research
Understand the business, not just the ticker
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
- Latest annual revenue changed +27.4% year over year.
- Operating margin changed +4.8 percentage points in the latest annual period.
- Net margin changed +4.1 percentage points in the latest annual period.
- Operating cash flow covered net income at 1.65x in the latest annual period.
- Credit and interest rates has repeated adverse evidence across 5 filings.
No credible peer-relative valuation comparison is available yet.
Price as of Sep 10, 2026
63.86Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“Net cash used 75 Table of Contents in financing activities during the six months ended June 30, 2025, was partially offset by borrowings on debt of $27.8 million related to the refinance of the North Bay Landing Loan.”10-Q · Jul 29, 2026 ↗
“Legal Proceedings We are subject to a variety of litigation, claims, other disputes and governmental proceedings that arise from time to time in the ordinary course of our business, none of which we believe will have a material adverse effect on our consolida…”10-Q · Jul 29, 2026 ↗
Valuation discipline
Peer-relative valuation withheld
Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for JOE. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for JOE. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind JOE
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
ROADConstruction Partners, Inc.supplierFeb 25, 2026 ▾
“Joint Ventures included in Item 15 of this Form 10-K for additional information.”
SBUXStarbucks CorporationpartnerFeb 25, 2026 ▾
“Through separate unconsolidated JVs, other commercial properties that are operated by our JV partners include a 124-room TownePlace Suites by Marriott (Pier Park TPS JV), a 121-room 30 Table of Contents Residence Inn (Pier Park RI JV), a Busy Bee branded fuel…”
SBUXStarbucks CorporationdistributorOct 29, 2025 ▾
“Through separate unconsolidated JVs, other commercial properties that are operated by our JV partners include a 124-room TownePlace Suites by Marriott, a 121-room Residence Inn, a Busy Bee branded fuel station and convenience store , which includes a Starbuck…”
Filing peers
No filing peers are available for this name yet.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
JOE is currently a Leader in the organic co-movement group Diversified Real Estate. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for JOE; it is not active in the latest market snapshot.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.