secwatch.observer — SEC 8-K summary
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Issuer:     ST JOE Co (JOE)
CIK:        0000745308
Form:       8-K
Filed at:   2026-07-29T20:10:42+00:00
Accession:  0001104659-26-088142
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 8.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/745308/000110465926088142/0001104659-26-088142-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/745308/000110465926088142/joe-20260729x8k.htm
  HTML page:      https://secwatch.observer/filing/0001104659-26-088142

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer