St. Joe Stock Hits $70.18, Up 46.8% on Growth Driven by 167,000-Acre Landholdings
Praetorian Capital ranked The St. Joe Company among its top five Q4-2025 holdings, citing its 167,000 Florida Panhandle acres and potential revenue growth. St. Joe stock climbed 7.33% over one month and 46.79% year-over-year to $70.18, trading at an attractive AFFO multiple versus peers.
1. Praetorian Capital Names St. Joe Top Q4 Holding
Praetorian Capital’s Q4 2025 investor letter named The St. Joe Company among its top five holdings, praising its concentrated real assets exposure and asymmetric upside. The firm highlighted JOE’s undervalued liquidation basis and rapid revenue and earnings growth prospects driven by regional demographic shifts.
2. Share Performance and Valuation
Over the past month, JOE shares rose 7.33%, and they have gained 46.79% over the past twelve months to close at $70.18. The company now has a market capitalization of $4.06 billion and trades at an attractive adjusted funds from operations multiple relative to peers.
3. Strategic Land Holdings
The St. Joe Company owns approximately 167,000 acres in Florida’s Panhandle, a region now attracting residents with zero state income taxes and high quality of life. This sizable land portfolio supports a liquidation value well above current market capitalization, offering valuation support.
4. Growth Outlook and Catalysts
Investors expect St. Joe to accelerate revenue and earnings as its development and operating segments capitalize on rising real estate demand. Key catalysts include increased sales of residential and commercial parcels, strategic partnerships and conversion of undeveloped acreage.