---
schema_version: "secwatch.filing_event.v1"
accession: "0001104659-26-088142"
form_type: "8-K"
ticker: "JOE"
cik: "0000745308"
company_name: "ST JOE Co"
filed_at: "2026-07-29T20:10:42+00:00"
generated_at: "2026-07-29T20:12:31.253137+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# St. Joe Q2 net income up 37% to $40.5M; revenue record $158.8M, up 23% YoY

## Summary
- Net income $40.5M ($0.71/sh) vs $29.5M ($0.51/sh) YoY, up 37%; highest Q2 net income in 30 years.
- Total revenue $158.8M, up 23% YoY; real estate revenue $69.6M (+59%), hospitality record $74.2M (+8%).
- Gross margins improved across all segments: residential 48% (from 45%), hospitality 42% (from 39%), commercial 65% (from 57%).
- Board declared $0.16/sh quarterly dividend, payable Sept 18, 2026 to holders of record Aug 21, 2026.
- Repurchased $32.7M of stock (499,700 shares) in Q2; outstanding shares lowest since 1997 at 56,991,651.

## SEC filing metadata
- accession: 0001104659-26-088142
- form_type: 8-K
- ticker: JOE
- cik: 0000745308
- company_name: ST JOE Co
- filed_at: 2026-07-29T20:10:42+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 8.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/745308/000110465926088142/0001104659-26-088142-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/745308/000110465926088142/joe-20260729x8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001104659-26-088142
- JSON: https://secwatch.observer/filing/0001104659-26-088142.json
- Plain text: https://secwatch.observer/filing/0001104659-26-088142.txt

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