---
schema_version: "secwatch.filing_event.v1"
accession: "0001104659-26-058957"
form_type: "8-K"
ticker: "JOE"
cik: "0000745308"
company_name: "ST JOE Co"
filed_at: "2026-05-12T10:30:30+00:00"
generated_at: "2026-05-12T10:39:25.685395+00:00"
event_type: "other_material"
sentiment: "positive"
materiality_score: 0.7
calibrated_materiality_score: 0.7
confidence: "medium"
source: SEC EDGAR
---

# St. Joe's investor presentation shows 170K residential unit entitlements, 22M sq ft non-residential

## Summary
- 87% of 165,000 acres owned are in Bay, Walton and Gulf Counties.
- Entitlements for over 170,000 residential units and over 22 million sq ft of non-residential uses.
- Investment in real estate & unconsolidated JVs grew at 15% CAGR (amortized cost basis as of each year end).
- Consolidated & unconsolidated revenue grew at 27% CAGR (total revenue including JVs).
- Business strategy: expand recurring income properties, develop residential communities, and balance capex, buybacks, debt reduction, and growing dividend.

## SEC filing metadata
- accession: 0001104659-26-058957
- form_type: 8-K
- ticker: JOE
- cik: 0000745308
- company_name: ST JOE Co
- filed_at: 2026-05-12T10:30:30+00:00
- event_type: other_material
- sentiment: positive
- materiality_score: 0.7
- calibrated_materiality_score: 0.7
- confidence: medium
- sec_items: 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/745308/000110465926058957/0001104659-26-058957-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/745308/000110465926058957/joe-20260512x8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001104659-26-058957
- JSON: https://secwatch.observer/filing/0001104659-26-058957.json
- Plain text: https://secwatch.observer/filing/0001104659-26-058957.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.