{"schema_version":"secwatch.filing_event.v1","accession":"0001104659-26-051504","form_type":"8-K","ticker":"JOE","cik":"0000745308","company_name":"ST JOE Co","filed_at":"2026-04-29T23:59:59+00:00","discovered_at":"2026-05-14T18:02:33.698595+00:00","generated_at":"2026-05-15T02:33:15.647241+00:00","sec_items":["2.02","8.01","9.01"],"event_type":"earnings","sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"confidence":"high","headline":"St. Joe Q1 revenue up 5% to $99.1M; net income down 21% to $13.9M; dividend $0.16","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0001104659-26-051504","json":"https://secwatch.observer/filing/0001104659-26-051504.json","markdown":"https://secwatch.observer/filing/0001104659-26-051504.md","text":"https://secwatch.observer/filing/0001104659-26-051504.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/745308/000110465926051504/0001104659-26-051504-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/745308/000110465926051504/joe-20260429x8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T02:33:15.647241+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"a0fc5720933bbc2507fab33082309d4f37a27717","claim":"ST JOE Co reported first quarter ended March 31, 2026 results: revenue $99.1 million.","evidence_excerpt":"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","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/745308/000110465926051504/0001104659-26-051504-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"first quarter ended March 31, 2026"},{"label":"Revenue","value":"$99.1 million"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}