8-K current report · filed Apr 29, 2026

ST JOE Co (JOE) 8-K Current Report: April 29, 2026

Item 2.02Item 8.01Item EX-99.1JOE overview

Short answer

ST JOE Co (JOE) filed an 8-K current report with the SEC on April 29, 2026 reporting Item 2.02 (Results of Operations and Financial Condition), Item 8.01 (Other Events), Item EX-99.1 (Exhibit EX-99.1). Q1 2026 results for quarter ended March 31, 2026.

ST JOE Co 8-K event analysis

AI summary of each reported item and its exhibits

Item 2.02 · Results of Operations and Financial Condition

  • Q1 2026 results for quarter ended March 31, 2026
  • Press release furnished as Exhibit 99.1 with financial figures and management commentary

Item 8.01 · Other Events

  • Quarterly cash dividend of $0.16 per share declared by St. Joe’s board
  • June 9, 2026 record date for eligible shareholders
  • June 25, 2026 payment date, supporting near-term shareholder income

Item EX-99.1 · Exhibit EX-99.1

  • Q1 revenue rose 5% to $99.1M, led by hospitality growth of 13% to a record $44.7M
  • Net income fell 21% to $13.9M, or $0.24 per share, as joint-venture income declined to $3.5M from $10.2M
  • Hospitality gross margin expanded to 24.4% from 18.2%, while leasing margin improved to 61.2% from 54.6%
  • Homesites under contract increased to 3,204 from 952, including a PulteGroup agreement covering up to 2,653 homesites
  • Quarterly dividend declared at $0.16 per share, payable June 25, 2026; cash ended at $136.3M after $10.9M debt repayment and $5.0M buybacks

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