BRUCE BERKOWITZ Executes Sell Order: Offloads $6.66M In St. Joe Stock

A substantial insider sell was reported on January 20, by BRUCE BERKOWITZ, 10% Owner at St. Joe (NYSE:JOE), based on the recent SEC filing. What Happened: A Form 4 filing with the U.S. Securities and Exchange Commission on Tuesday outlined that BERKOWITZ executed a sale of 101,600 shares of St. Joe with a total value of $6,655,677. St. Joe shares are trading up 0.61% at $64.11 at the time of this writing on Wednesday morning. Unveiling the Story Behind St. Joe The St. Joe Co is a real estate development, asset management, and operating company and it has three operating segments; the Residential segment plans and develops residential communities and sells homesites to homebuilders or retail consumers, the Hospitality segment that derives maximum revenue, features a private membership club, hotel operations, food and beverage operations, golf courses, beach clubs, retail outlets, gulf-front vacation rentals, management services, marinas, and other entertainment assets, and Commercial segment include leasing of commercial property, multi-family, senior living, self-storage, and other assets and it also oversees the planning, development, entitlement, management, and sale of commercial and rural land holdings. Financial Insights: St. Joe Revenue Growth: St. Joe's remarkable performance in 3 months is evident. As of 30 September, 2025, the company achieved an impressive revenue growth rate of 62.69%. This signifies a substantial increase in the company's top-line earnings. When compared to others in the Real Estate sector, the company excelled with a growth rate higher than the average among peers. Profitability Metrics: Unlocking Value Gross Margin: The company sets a benchmark with a high gross margin of 43.32%, reflecting superior cost management and profitability compared to its peers. Earnings per Share (EPS): St. Joe's EPS is notably higher than the industry average. The company achieved a positive bottom-line trend with a current EPS of 0.67. Debt Management: The company faces challenges in debt management with a debt-to-equity ratio higher than the industry average. With a ratio of 0.76, caution is advised due to increased financial risk. Navigating Market Valuation: Price to Earnings (P/E) Ratio: With a higher-than-average P/E ratio of 35.62, St. Joe's stock is perceived as being overvalued in the market. Price to Sales (P/S) Ratio: With a higher-than-average P/S ratio of 7.63, St. Joe's stock is perceived as being overvalued in the market, particularly in relation to sales performance. EV/EBITDA Analysis (Enterprise Value to its Earnings Before Interest, Taxes, Depreciation & Amortization): Boasting an EV/EBITDA ratio of 18.88, St. Joe demonstrates a robust market valuation, outperforming industry benchmarks. Market Capitalization: Boasting an elevated market capitalization, the company surpasses industry averages. This signals substantial size and strong market recognition. Understanding the Significance of Insider Transactions Emphasizing the importance of a comprehensive approach, considering insider transactions is valuable, but it's crucial to evaluate them in conjunction with other investment factors. In the realm of legality, an "insider" is defined as any officer, director, or beneficial owner holding more than ten percent of a company's equity securities under Section 12 of the Securities Exchange Act of 1934. This includes executives in the c-suite and major hedge funds. These insiders are required to disclose their transactions through a Form 4 filing, to be submitted within two business days of the transaction. Notably, when a company insider makes a new purchase, it is considered an indicator of their positive expectations for the stock. Conversely, insider sells may not necessarily signal a bearish stance on the stock and can be motivated by various factors. Navigating the World of Insider Transaction Codes Navigating through the landscape of transactions, investors often prioritize those unfolding in the open market, precisely detailed in Table I of the Form 4 filing. A P in Box 3 denotes a purchase, while S signifies a sale. Transaction code C signals the conversion of an option, and transaction code A denotes a grant, award, or other acquisition of securities from the company. Check Out The Full List Of St. Joe's Insider Trades. This article was generated by Benzinga's automated content engine and reviewed by an editor.