St. Joe Q1 revenue up 5% to $99.1M; net income down 21% to $13.9M; dividend $0.16

ST JOE Co

2026-Q1 EPS reported $0.24 revenue$99,044,000

Revenue $99.1M, up 5% YoY; hospitality record $44.7M (+13%); operating income $18.2M (+8%).
Net income attributable $13.9M ($0.24/share) vs. $17.5M ($0.30) YoY, dragged by lower JV equity income.
Equity in income from unconsolidated JVs fell to $3.5M from $10.2M, driven by 83 vs. 192 home closings at Latitude Margaritaville Watersound.
Homesites under contract surged to 3,204 (vs. 952 a year ago); includes PulteGroup contract for up to 2,653 homesites.
Board declared $0.16/share quarterly dividend payable June 25; quarter saw $5M stock buyback and $10.9M debt repayment.

item 2.02 item 8.01 item 9.01

Key facts

Extracted from this filing and checked against the source text.

Earnings Releases SEC 8-K Item 2.02 confidence 0.95

ST JOE Co reported first quarter ended March 31, 2026 results: revenue $99.1 million.

Period: first quarter ended March 31, 2026
Revenue: $99.1 million
Result: reported results

Exact text from the filing

AND DECLARES A QUARTERLY DIVIDEND OF $0.16 PER SHARE Highlights for the first quarter of 2026 as compared to the first quarter of 2025: ● Quarterly revenue increased by 5% to $99.1 million from $94.2 million, the Company’s highest first quarter revenue outside of the one-off timberland sale in 2014. ● Hospitality revenue increased by 13% to a first quarter record

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Source: SEC EDGAR

accession 0001104659-26-051504

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