Real Estate
The St. Joe Company (JOE)
Data as of July 17, 2026
Environment story
St. Joe discloses sustainable forest management practices including prescribed burns, wetland restoration, and invasive species eradication, but provides no quantified Scope 1, 2, or 3 emissions data. No net-zero target year is disclosed. The company acknowledges climate risks to coastal properties and forestry assets but does not report direct decarbonization infrastructure investments. Major deduction applied for undisclosed emissions and absent climate commitments; capped further due to supply-chain timber/land-use emissions likely exceeding 70% of footprint without transparent reporting.
Criticisms on file
-
Undisclosed Scope 1, 2, 3 emissions and no net-zero commitment. Company acknowledges climate regulation risks and potential costs but provides no baseline emissions or decarbonization pathway.Source: JOE 10-K Risk Factors; MD&A Sustainability section
-
Sea level rise risk to coastal properties; timber assets vulnerable to climate damage (fire, drought, hurricanes). No adaptation or mitigation capital plan disclosed.Source: JOE 10-K Item 1A Risk Factors – Climate Conditions; Geographic Risks
-
Past contamination from papermill and transportation operations. Strict liability exposure for hazardous substances on legacy properties.Source: JOE 10-K Item 1A Risk Factors – Environmental Regulation
Disclosed initiatives
-
Sustainable Forest ManagementAnnual prescribed burns, thinning, replanting, invasive species eradication, and wetland restoration. Management of mitigation banks in Bay and Walton counties to generate environmental credits.Habitat restoration and wildfire hazard reduction; offsetting some land-use impacts but not quantified.
-
Stakeholder EngagementCollaboration with environmental agencies, community leaders, and conservation organizations on sustainable land stewardship.Governance-level commitment; no quantified emissions or carbon reduction target.
Social story
St. Joe reports 906 full-time and 225 part-time/seasonal employees as of Feb 2026 and emphasizes competitive wages, comprehensive benefits, and employee engagement (84% favorable Great Place to Work certification). CEO-to-median-worker pay ratio is not disclosed. No documented union suppression activities or major strikes reported within 24 months. Diversity metrics (gender, race/ethnicity leadership) are not disclosed. Seasonal workforce reliance on J-1 and H-2B visa programs flagged as immigration-policy risk. No supply-chain labor audits or human-rights due diligence disclosed.
Criticisms on file
-
CEO-to-median-worker pay ratio not disclosed; no executive compensation transparency provided in 10-K.Source: JOE 10-K Item 7 MD&A Human Capital Management; no proxy/DEF 14A excerpt provided
-
Diversity metrics (women, underrepresented groups in leadership and board) not disclosed in 10-K.Source: JOE 10-K Item 7 MD&A; no EEO-1 or diversity report referenced
-
Heavy reliance on J-1 and H-2B visa programs for seasonal hospitality staffing. Immigration policy changes pose labor cost and availability risk.Source: JOE 10-K Item 1A Risk Factors – Risks associated with human capital
-
No supply-chain labor audits, conflict minerals policy, or modern slavery statement disclosed. No verification of homebuilder customer or hospitality vendor labor practices.Source: JOE 10-K; no supply-chain ethics disclosures identified
Disclosed initiatives
-
Great Place to Work Certification2025 certification with 84% favorable survey responses; focus on equity, collaboration, integrity, and values-driven culture.Positive employee sentiment and retention support; no quantified turnover or retention metrics disclosed.
-
Competitive Compensation & BenefitsEvaluated wages based on market conditions; group health plans (medical, dental, vision, life, disability), 401(k) match, paid leave, tuition reimbursement, gym discounts, property discounts.Workforce attraction and retention; specific wage benchmarks vs. industry median not disclosed.
-
Health & Safety ProgramsInvestment in injury-free workplace; physical, mental, social well-being programs; OSHA and state workplace safety compliance.Occupational safety culture; specific incident rates or safety metrics not disclosed.
-
Community Engagement & PhilanthropyLocal hiring, pro bono service, volunteerism, and advocacy in Northwest Florida communities.Regional economic development and social capital; specific charitable giving or community impact metrics not quantified.
Governance story
St. Joe does not disclose board independence percentage or independence-focused governance practices. Company notes single largest shareholder (Fairholme Capital Management clients) controls ~33.8% of common stock; dual-class share structure not explicitly stated but voting concentration risk acknowledged. No lobbying expenditures disclosed in 10-K. No active antitrust, consumer-safety, or financial-fraud proceedings reported. Cybersecurity program based on PCI DSS, NIST, SOC standards; Audit Committee has oversight. Company denies material cybersecurity incidents as of filing date. Anti-takeover provisions and articles of incorporation noted as defensive mechanisms.
Criticisms on file
-
Board independence percentage not disclosed. Company does not provide board composition, size, or committee structure details in 10-K.Source: JOE 10-K Item 7 MD&A; proxy/governance details not in 10-K body
-
Large shareholder concentration: Fairholme Capital Management clients own ~33.8% of common stock, enabling influence over mergers, asset sales, board nominations, and control changes. Anti-takeover provisions in articles of incorporation further entrench management.Source: JOE 10-K Item 1A Risk Factors – Risks related to existing ownership structure
-
No lobbying expenditure disclosure in 10-K. Climate regulation and land-use policy risks acknowledged but no transparency on lobbying positions or trade association alignments.Source: JOE 10-K Item 1A Risk Factors; no lobbying registry reference
-
No disclosed antitrust, consumer-safety fines, or SEC consent decrees. Cybersecurity incident disclosure policy noted (4-day SEC reporting requirement) but no material incidents reported as of filing date.Source: JOE 10-K Item 1C Cybersecurity; Item 1B Unresolved Staff Comments – None
Disclosed initiatives
-
Board Cybersecurity OversightBoard has ultimate responsibility; Audit Committee has primary oversight of data privacy and cybersecurity risk assessment, policy review, and incident response. Quarterly and annual reporting to Board on cybersecurity matters.Formalized governance structure for emerging cyber risk; no material incidents reported as of filing date.
-
Integrated Enterprise Risk Management ProgramCybersecurity program based on PCI DSS, NIST, and SOC standards; includes baseline configuration assessment, asset inventory, access controls, anti-virus/MDR, vulnerability scanning, user access reviews, AI usage policy, and employee training.Systematic risk mitigation; third-party vendor assessment and ongoing threat detection emphasized.
-
Incident Response TeamCross-departmental team led by VP of Information Systems (30+ years experience) with external advisor consultation.Structured incident detection and remediation; escalation to management and Audit Committee.
These are Missionomics' own editorial scores — directional signals built from disclosed facts under a published method, not certifications or definitive ratings of The St. Joe Company. Coverage and confidence vary by data point, and figures can lag real-world changes. Read the full Methodology for sourcing, scoring, and correction details — or open The St. Joe Company in the app for interactive charts and portfolio building.
Browse Companies · Methodology · Terms of Service · Privacy Policy · Back to Missionomics