Welcome to our dedicated page for ST JOE Co SEC filings (Ticker: JOE), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on ST JOE Co's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.
Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time SEC filing updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into ST JOE Co's regulatory disclosures and financial reporting.
The St. Joe Company reported total revenue of $158,829 and $257,873 (dollars in thousands) for the three and six months ended June 30, 2026, up from $129,082 and $223,279 a year earlier. Net income attributable to the Company was $40,473 and $54,407 (dollars in thousands), compared with $29,524 and $46,985.
Growth was driven mainly by higher real estate revenue of $69,583 vs. $43,828 and hospitality revenue of $74,229 vs. $68,746 in the quarter, partly offset by lower leasing revenue. Operating income rose to $54,774 (dollars in thousands) in the quarter. Equity in income from unconsolidated joint ventures declined versus 2025.
At June 30, 2026, total assets were $1,508,347 (dollars in thousands), with cash and cash equivalents of $117,315 and total debt, net of discounts and issuance costs, of $370,324. Total stockholders’ equity was $764,461 (dollars in thousands). Net cash provided by operating activities for the first half was $86,179 (dollars in thousands). The company continues to emphasize Northwest Florida residential, hospitality and commercial projects, using joint ventures and long-dated, largely fixed-rate debt financing.
The St. Joe Company reported strong results for the quarter and six months ended June 30, 2026. Second quarter total revenue rose 23% to $158.8 million and net income increased 37% to $40.5 million, or $0.71 per share. EBITDA grew 24% to $69.7 million.
Real estate revenue increased 59% to $69.6 million, hospitality revenue rose 8% to a record $74.2 million with gross margin improving to 42%, while leasing revenue declined 9% to $15.0 million primarily following a prior senior living property sale, though leasing gross margin expanded to 60%. For the first half, revenue grew 15% to $257.9 million and net income 16% to $54.4 million.
The board declared a quarterly cash dividend of $0.16 per share, payable September 18, 2026 to shareholders of record on August 21, 2026. The company allocated $24.0 million to growth capex, $32.7 million to stock repurchases and $10.9 million to debt repayment in Q2, ending with 56,991,651 shares outstanding and $117.3 million in cash.
ST JOE Co reported an insider ownership update showing activity linked to The Fairholme Fund, a series of Fairholme Funds, Inc. The Fairholme Fund sold 140,400 shares of ST JOE common stock at $65.71 per share. After this sale, the fund continued to hold 15,073,624 common shares. A separate holding line shows Bruce R. Berkowitz directly owning 606,866 common shares. Footnotes explain the structure, noting that Berkowitz and Fairholme Capital Management may be deemed beneficial owners through their investment management role but disclaim beneficial ownership except to the extent of any pecuniary interest.
Fairholme Capital Management, The Fairholme Fund, and Bruce R. Berkowitz update their Schedule 13D on The St. Joe Company. As of this amendment, Fairholme reports beneficial ownership of 16,272,400 shares (28.3%) of St. Joe common stock, the Fairholme Fund reports 15,073,624 shares (26.3%), and Berkowitz reports 18,182,367 shares (31.7%). These percentages are based on 57,409,746 shares outstanding as of April 27, 2026, as disclosed in St. Joe’s Form 10‑Q. The filing details their sole and shared voting and dispositive powers and notes that recent trades in the shares were open‑market transactions listed in an exhibit. The reporting persons state there are no material changes to the purpose of the transaction, funding sources, or contractual arrangements compared with prior amendments and expressly disclaim beneficial ownership beyond their pecuniary interest.
ST JOE Co insider filing shows The Fairholme Fund selling common stock in open-market transactions. On June 16, 2026, the fund sold 26,700 shares of common stock at $65.03 per share, following sales of 94,200 shares at $65.59 on June 15, 2026 and 63,800 shares at $65.25 on June 12, 2026.
After the most recent sale, 15,214,024 shares of ST JOE common stock were reported as held. The transactions were in securities held by The Fairholme Fund, a series of Fairholme Funds, Inc., and may be deemed beneficially owned by Bruce R. Berkowitz through Fairholme Capital Management, LLC, though they disclaim beneficial ownership beyond any pecuniary interest. A separate holding entry shows 606,866 shares directly owned by Mr. Berkowitz.
ST JOE Co insider entities associated with Bruce R. Berkowitz reported open-market sales of a combined 59,700 shares of Common Stock. One trade on June 9, 2026 covered 30,500 shares at $65.10 per share, and another on June 10, 2026 covered 29,200 shares at $65.13 per share.
The reported securities were held by The Fairholme Fund, a series of Fairholme Funds, Inc., which may be deemed beneficially owned by Fairholme Capital Management, LLC and Mr. Berkowitz. They disclaim beneficial ownership beyond any pecuniary interest. After these transactions, a reported position shows 15,398,724 shares, with a separate direct holding reported at 606,866 shares.
The Fairholme Fund, a series of Fairholme Funds, Inc. associated with ten percent owner Bruce R. Berkowitz, reported open-market sales of 121,700 shares of ST JOE Co common stock at prices between $65.09 and $65.18 per share. After these sales, the fund holds 15,458,424 shares of ST JOE Co.
The filing notes that Mr. Berkowitz and Fairholme Capital Management, LLC may be deemed to have beneficial ownership through their control relationships but disclaim beneficial ownership except to the extent of any pecuniary interest. Separately, 606,866 shares of ST JOE Co common stock are reported as directly owned by Mr. Berkowitz.
The St. Joe Company reported results of its 2026 Annual Meeting of Shareholders, where six director nominees were elected for terms ending at the 2027 meeting. Each nominee received over 44.9 million votes in favor, with broker non-votes of 6,267,692 recorded on each election.
Shareholders also ratified GRANT THORNTON LLP as independent registered public accounting firm for the 2026 fiscal year, with 52,025,888 votes for, 35,247 against and 18,502 abstentions. On an advisory basis, shareholders approved compensation for named executive officers with 44,814,589 votes for, 936,038 against, 61,318 abstentions and 6,267,692 broker non-votes.
ST JOE Co insider filings show open-market sales of Common Stock by investment vehicles associated with Bruce R. Berkowitz and Fairholme. On May 8, 2026, 86,500 shares were sold at $66.09 per share, followed by 29,200 shares sold on May 11, 2026 at $65.49 per share, totaling 115,700 shares.
After these sales, one reported position shows 15,609,324 shares held and then 15,580,124 shares held. A separate line reports 606,866 shares of Common Stock directly owned by Mr. Berkowitz as of May 8, 2026. Footnotes state these securities are held by The Fairholme Fund and may be deemed beneficially owned by Mr. Berkowitz through his control of Fairholme Capital Management, while both disclaim beneficial ownership beyond any pecuniary interest.
The St. Joe Company furnished an investor presentation in connection with its 2026 Annual Shareholders Meeting on May 12, 2026. The presentation, dated the same day, is available on the Company’s website and is attached as Exhibit 99.1.
The information is provided under Regulation FD as an Item 7.01 disclosure and is expressly treated as “furnished,” not “filed,” meaning it is not subject to certain Exchange Act liabilities and is not automatically incorporated into other Securities Act or Exchange Act filings.