The St. Joe Co (JOE) Q2 2025 Earnings Call Highlights: Strong Revenue Growth and Strategic ...
Revenue and Income Growth: The St. Joe Co reported a 16% increase in revenue and a 20% rise in net income for Q2 2025, with real estate revenue growing by 27% and recurring revenue making up 63% of total revenue.
Capital Allocation and Future Challenges: The company allocated $36.5 million for growth and repurchased $10.1 million in shares, while facing challenges such as high mortgage rates and infrastructure planning that could impact future growth.
Trade with 70% Backtested Accuracy
Analyst Views on JOE
About JOE
About the author
e.l.f. Beauty and Toast Inc. See High Options Trading Volume
- e.l.f. Beauty Options Activity: e.l.f. Beauty Inc. recorded an options trading volume of 9,828 contracts, equivalent to approximately 982,800 shares, representing 46.4% of its average daily trading volume of 2.1 million shares over the past month, indicating strong market interest in the company's future performance.
- High Strike Call Options: The $84 strike call option for e.l.f. has seen particularly high activity with 627 contracts traded today, representing about 62,700 underlying shares, reflecting investor expectations for future price appreciation.
- Toast Inc. Options Surge: Toast Inc. experienced even higher options trading volume at 51,966 contracts, translating to approximately 5.2 million shares, which constitutes 46.1% of its average daily trading volume of 11.3 million shares, showcasing strong investor interest in its future trajectory.
- Bullish Call Options: The $30 strike call option for Toast has recorded 22,461 contracts traded today, representing around 2.2 million shares, indicating a bullish sentiment among investors regarding the company's growth prospects.
The St. Joe Company (JOE) Trading at $65.07, Benefiting from Florida Migration Trends
- Market Positioning Advantage: The St. Joe Company focuses on upper-middle-class communities near Florida's coast, maintaining resilience amid broader U.S. housing market pressures due to population outflows, and is expected to benefit from strong internal migration trends.
- Significant Price Growth: Over the past year, the company's average lot prices surged from $86,000 to $150,000, reflecting robust demand for its developments and reinforcing its pricing power in the scarce beach property market.
- Strong Financial Performance: The St. Joe Company reported a 63% increase in sales, a 55% rise in net income, and a 33% growth in EBITDA, showcasing its disciplined execution and favorable market positioning, which enhances investor confidence in its long-term cash flow durability.
- Shareholder Return Strategy: The company has consistently reduced its share count through ongoing buybacks and a recent dividend increase, demonstrating a shareholder-friendly approach that further solidifies market recognition of its long-term investment value.
St. Joe Commences Development of 50,000 Sq Ft Publix Super Market in Florida
- Project Launch: St. Joe Company has commenced the development of a Publix Super Market at Watersound West Bay Center in Panama City Beach, Florida, with a planned area of approximately 50,000 square feet, including a pharmacy, deli, and bakery, which is expected to enhance the commercial appeal of the area.
- Commercial Expansion: The center will also add about 11,000 square feet of additional inline leasable commercial space, further expanding St. Joe's commercial leasing portfolio to meet the demands of the rapidly growing State Road 79 corridor.
- Residential Development: Since the start of sales in 2021, 2,170 homes have been completed in the Latitude Margaritaville Watersound community, with plans for a total of 3,500 homes in Phase 1, indicating strong residential market potential in the area.
- Regional Planning: The development of Watersound West Bay Center not only provides convenient shopping options for local residents but also promotes further growth in the Ward Creek communities, highlighting St. Joe's strategic positioning in the region.
Significant Options Activity on Tuesday: TLN, JOE, MDB
St. Joe Co. Options Trading: St. Joe Co. (JOE) experienced options trading volume of 1,041 contracts, equating to about 104,100 underlying shares, with notable activity in the $50 strike call option expiring December 19, 2025.
MongoDB Inc. Options Trading: MongoDB Inc. (MDB) saw a higher options trading volume of 7,365 contracts, representing approximately 736,500 underlying shares, particularly in the $340 strike put option expiring January 16, 2026.
Trading Volume Comparison: Both JOE and MDB had options trading volumes around 47.5% of their respective average daily trading volumes over the past month, indicating significant market interest.
Further Information: For additional details on available expirations for JOE, MDB, or TLN options, StockOptionsChannel.com can be visited.
Upcoming Ex-Dividend Dates for St. Joe, Affiliated Managers Group, and Western Alliance Bancorporation
Upcoming Ex-Dividend Dates: On 11/13/25, St. Joe Co. (JOE), Affiliated Managers Group Inc. (AMG), and Western Alliance Bancorporation (WAL) will trade ex-dividend, with respective dividends of $0.16, $0.01, and $0.42 scheduled for payment on 12/12/25 and 11/28/25.
Expected Price Adjustments: Following the ex-dividend date, JOE shares are expected to drop by approximately 0.27%, AMG shares by 0.00%, and WAL shares by 0.53%, based on their recent stock prices.
Dividend Yield Estimates: The estimated annualized dividend yields are 1.09% for St. Joe Co., 0.02% for Affiliated Managers Group Inc., and 2.11% for Western Alliance Bancorporation, indicating varying levels of dividend stability.
Current Trading Performance: As of the latest trading session, St. Joe Co. shares are up 0.1%, Affiliated Managers Group Inc. shares are up 0.2%, while Western Alliance Bancorporation shares have decreased by 0.5%.
Significant Thursday Options Trading: AI, ROKU, JOE
Roku Inc Options Trading: Roku Inc (ROKU) experienced a significant options trading volume of 32,576 contracts, equating to about 3.3 million underlying shares, which is 133.7% of its average daily trading volume. Notably, the $100 strike put option expiring on November 21, 2025, saw 2,871 contracts traded.
St. Joe Co Options Activity: St. Joe Co. (JOE) recorded an options trading volume of 2,046 contracts, representing approximately 204,600 underlying shares, or 128.7% of its average daily trading volume. The $55 strike call option expiring on December 19, 2025, had 1,277 contracts traded.
Options Trading Insights: The article provides insights into the trading activities of ROKU and JOE options, highlighting specific strike prices and expiration dates that are attracting significant trading interest.
Disclaimer: The views expressed in the article are those of the author and do not necessarily reflect the opinions of Nasdaq, Inc.
e.l.f. Beauty and Toast Inc. See High Options Trading Volume
- e.l.f. Beauty Options Activity: e.l.f. Beauty Inc. recorded an options trading volume of 9,828 contracts, equivalent to approximately 982,800 shares, representing 46.4% of its average daily trading volume of 2.1 million shares over the past month, indicating strong market interest in the company's future performance.
- High Strike Call Options: The $84 strike call option for e.l.f. has seen particularly high activity with 627 contracts traded today, representing about 62,700 underlying shares, reflecting investor expectations for future price appreciation.
- Toast Inc. Options Surge: Toast Inc. experienced even higher options trading volume at 51,966 contracts, translating to approximately 5.2 million shares, which constitutes 46.1% of its average daily trading volume of 11.3 million shares, showcasing strong investor interest in its future trajectory.
- Bullish Call Options: The $30 strike call option for Toast has recorded 22,461 contracts traded today, representing around 2.2 million shares, indicating a bullish sentiment among investors regarding the company's growth prospects.
The St. Joe Company (JOE) Trading at $65.07, Benefiting from Florida Migration Trends
- Market Positioning Advantage: The St. Joe Company focuses on upper-middle-class communities near Florida's coast, maintaining resilience amid broader U.S. housing market pressures due to population outflows, and is expected to benefit from strong internal migration trends.
- Significant Price Growth: Over the past year, the company's average lot prices surged from $86,000 to $150,000, reflecting robust demand for its developments and reinforcing its pricing power in the scarce beach property market.
- Strong Financial Performance: The St. Joe Company reported a 63% increase in sales, a 55% rise in net income, and a 33% growth in EBITDA, showcasing its disciplined execution and favorable market positioning, which enhances investor confidence in its long-term cash flow durability.
- Shareholder Return Strategy: The company has consistently reduced its share count through ongoing buybacks and a recent dividend increase, demonstrating a shareholder-friendly approach that further solidifies market recognition of its long-term investment value.
St. Joe Commences Development of 50,000 Sq Ft Publix Super Market in Florida
- Project Launch: St. Joe Company has commenced the development of a Publix Super Market at Watersound West Bay Center in Panama City Beach, Florida, with a planned area of approximately 50,000 square feet, including a pharmacy, deli, and bakery, which is expected to enhance the commercial appeal of the area.
- Commercial Expansion: The center will also add about 11,000 square feet of additional inline leasable commercial space, further expanding St. Joe's commercial leasing portfolio to meet the demands of the rapidly growing State Road 79 corridor.
- Residential Development: Since the start of sales in 2021, 2,170 homes have been completed in the Latitude Margaritaville Watersound community, with plans for a total of 3,500 homes in Phase 1, indicating strong residential market potential in the area.
- Regional Planning: The development of Watersound West Bay Center not only provides convenient shopping options for local residents but also promotes further growth in the Ward Creek communities, highlighting St. Joe's strategic positioning in the region.
Significant Options Activity on Tuesday: TLN, JOE, MDB
St. Joe Co. Options Trading: St. Joe Co. (JOE) experienced options trading volume of 1,041 contracts, equating to about 104,100 underlying shares, with notable activity in the $50 strike call option expiring December 19, 2025.
MongoDB Inc. Options Trading: MongoDB Inc. (MDB) saw a higher options trading volume of 7,365 contracts, representing approximately 736,500 underlying shares, particularly in the $340 strike put option expiring January 16, 2026.
Trading Volume Comparison: Both JOE and MDB had options trading volumes around 47.5% of their respective average daily trading volumes over the past month, indicating significant market interest.
Further Information: For additional details on available expirations for JOE, MDB, or TLN options, StockOptionsChannel.com can be visited.
Upcoming Ex-Dividend Dates for St. Joe, Affiliated Managers Group, and Western Alliance Bancorporation
Upcoming Ex-Dividend Dates: On 11/13/25, St. Joe Co. (JOE), Affiliated Managers Group Inc. (AMG), and Western Alliance Bancorporation (WAL) will trade ex-dividend, with respective dividends of $0.16, $0.01, and $0.42 scheduled for payment on 12/12/25 and 11/28/25.
Expected Price Adjustments: Following the ex-dividend date, JOE shares are expected to drop by approximately 0.27%, AMG shares by 0.00%, and WAL shares by 0.53%, based on their recent stock prices.
Dividend Yield Estimates: The estimated annualized dividend yields are 1.09% for St. Joe Co., 0.02% for Affiliated Managers Group Inc., and 2.11% for Western Alliance Bancorporation, indicating varying levels of dividend stability.
Current Trading Performance: As of the latest trading session, St. Joe Co. shares are up 0.1%, Affiliated Managers Group Inc. shares are up 0.2%, while Western Alliance Bancorporation shares have decreased by 0.5%.
Significant Thursday Options Trading: AI, ROKU, JOE
Roku Inc Options Trading: Roku Inc (ROKU) experienced a significant options trading volume of 32,576 contracts, equating to about 3.3 million underlying shares, which is 133.7% of its average daily trading volume. Notably, the $100 strike put option expiring on November 21, 2025, saw 2,871 contracts traded.
St. Joe Co Options Activity: St. Joe Co. (JOE) recorded an options trading volume of 2,046 contracts, representing approximately 204,600 underlying shares, or 128.7% of its average daily trading volume. The $55 strike call option expiring on December 19, 2025, had 1,277 contracts traded.
Options Trading Insights: The article provides insights into the trading activities of ROKU and JOE options, highlighting specific strike prices and expiration dates that are attracting significant trading interest.
Disclaimer: The views expressed in the article are those of the author and do not necessarily reflect the opinions of Nasdaq, Inc.
