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JOE ST JOE Co

Last updated: Mar 16, 2026

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Execution Consistency

Did the company actually spend money buying back stock in 3+ of the last 4 quarters?

Bought back stock in 4/4 quarters. Q3 2025: $9M, Q2 2025: $11M, Q1 2025: $6M, Q3 2022: $20M

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Execution Acceleration

Is the most recent quarter's buyback spend more than 15% above the trailing average?

Latest quarter $9M vs trailing avg $12M (-27%)

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Buyback vs FCF

What percentage of free cash flow is going to buybacks? Bull: 30-80%. Bear: <10% or >80%.

Buyback $45M / FCF $22M = 208% of FCF

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Buyback Intensity

How fast are they shrinking the float? Bull: 2%+ annually. Bear: under 0.5%.

Repurchased 13,268,657 shares = 22.7% of 58,326,521 outstanding (annualized)

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Insider Buying

Are officers and directors buying stock with their own money on the open market?

No insider open-market purchases in the last 12 months

Insider-Buyback Convergence

Are insider purchases happening during the same quarters the company is actively buying back stock?

Need both buyback and insider purchase data

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Insider Net Direction

Looking at all open-market transactions, are insiders net buyers or net sellers?

Insiders bought $0M, sold $53M (net selling)

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Red Flag

Active buyback + insiders net selling 3x+ more than buying. Company cash may be supporting price while insiders exit.

Company buying back stock while insiders sold 52835505.0x more than bought