Every 8-K that St. Joe Company (JOE) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow JOE and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full JOE filings page.
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.
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.
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.
The St. Joe Company expanded its share buyback capacity. As of May 4, 2026, the company had authority to repurchase approximately $49.2 million of its common stock under its existing Stock Repurchase Program.
On the same date, the board authorized additional repurchase capacity of approximately $150.8 million, bringing total authorized repurchase authority under the program to $200.0 million. The Stock Repurchase Program applies to the company’s common stock and has no expiration date.
The St. Joe Company reported first quarter 2026 revenue of $99.1 million, up 5% from $94.2 million a year earlier, driven by higher hospitality and real estate sales. Hospitality revenue reached a first quarter record of $44.7 million, up 13%, while leasing revenue declined 10% to $14.7 million.
Net income attributable to the company fell 21% to $13.9 million, or $0.24 per share, mainly due to lower equity in income from unconsolidated joint ventures as home closings slowed at the Latitude Margaritaville Watersound project. EBITDA decreased 16% to $33.6 million.
The board declared a quarterly cash dividend of $0.16 per share, payable June 25, 2026 to shareholders of record on June 9, 2026. The company ended March 31, 2026 with $136.3 million in cash and cash equivalents and allocated capital among development spending, dividends, share repurchases, and debt repayment during the quarter.
The St. Joe Company reported a strong fourth quarter and full year 2025, highlighted by double‑digit growth and a higher dividend. Fourth quarter revenue rose 24% to $128.9 million and net income grew 58% to $29.9 million, or $0.52 per share.
For the full year 2025, revenue increased 27% to $513.2 million, while net income jumped 56% to $115.6 million, or $2.00 per share. Real estate revenue climbed 64% to $234.2 million, hospitality reached a record $215.4 million, and leasing revenue hit a record $63.6 million. EBITDA rose 32% to $219.6 million.
The Board declared a quarterly cash dividend of $0.16 per share, payable on March 26, 2026 to shareholders of record on March 9, 2026. In 2025, the company allocated $108.1 million to capital expenditures, paid $33.6 million in dividends, repurchased $40.0 million of stock, and reduced net debt by $46.6 million.
The St. Joe Company furnished quarterly results and declared a dividend. The company announced it furnished a press release with financial results for the third quarter ended September 30, 2025, as Exhibit 99.1. The Board also declared a quarterly cash dividend of $0.16 per share, payable on December 12, 2025, to shareholders of record at the close of business on November 13, 2025.