Every material Form 8-K St. Joe has filed with the SEC since July 26, 2023, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
The St. Joe Company reported third quarter 2026 results, with revenue down 3% to $156.2 million and net income attributable to the company down 5% to $36.9 million, or $0.65 per share. Results for the first nine months rose, with revenue up 8% to $414.1 million and net income up 7% to $91.3 million, or $1.60 per share. The board also declared a quarterly dividend of $0.18 per share, a 13% increase from $0.16, payable December 11, 2026.
Q3 2026 revenue fell 3% to $156.2 million from $161.1 million; the prior-year quarter included a $41.0 million senior living property sale by the Watercrest joint venture.
Q3 2026 net income attributable to the company was $36.9 million, or $0.65 per share, versus $38.7 million, or $0.67 per share, in Q3 2025.
Nine-month 2026 revenue rose 8% to $414.1 million; net income rose 7% to $91.3 million, or $1.60 per share.
Dividend of $0.18 per share is payable December 11, 2026, to shareholders of record on November 12, 2026.
St. Joe reported second quarter 2026 net income attributable to the company of $40.5 million, or $0.71 per share, up 37% from $29.5 million, or $0.51 per share, a year earlier, with total revenue up 23% to $158.8 million. The board also declared a $0.16 per share quarterly dividend, payable September 18, 2026, to holders of record on August 21, 2026.
Q2 2026 total revenue rose 23% to $158.8 million; real estate revenue rose 59% to $69.6 million.
Q2 2026 net income attributable to the company was $40.5 million, or $0.71 per share, versus $29.5 million, or $0.51 per share, in Q2 2025.
Unconsolidated joint venture revenue fell to $59.0 million from $89.9 million, mainly on fewer completed Latitude Margaritaville Watersound home sales.
Quarterly dividend of $0.16 per share; payable September 18, 2026; record date August 21, 2026.
The St. Joe Company reported first quarter 2026 revenue of $99.1 million, up 5% from a year earlier, while net income attributable to the Company fell 21% to $13.9 million, or $0.24 per share. The company attributed the profit decline mainly to lower equity income from its Latitude Margaritaville Watersound joint venture, and its board declared a quarterly dividend of $0.16 per share.
Revenue rose 5% to $99.1 million; hospitality revenue rose 13% to a first quarter record of $44.7 million
Net income attributable to the Company fell 21% to $13.9 million ($0.24 per share) from $17.5 million ($0.30 per share)
Equity in income from unconsolidated joint ventures fell to $3.5 million from $10.2 million, mainly on fewer home closings at Latitude Margaritaville Watersound
Quarterly dividend of $0.16 per share declared April 29, 2026, payable June 25, 2026 to holders of record on June 9, 2026
St. Joe reported fourth-quarter 2025 net income attributable to the company of $29.9 million, or $0.52 per share, up 58% from a year earlier, on revenue of $128.9 million, up 24%. For the full year, net income rose 56% to $115.6 million, or $2.00 per share, on revenue of $513.2 million, up 27%. The board also declared a quarterly dividend of $0.16 per share.
Q4 2025 revenue rose 24% to $128.9 million; real estate revenue rose 47% to $68.2 million
Full-year 2025 net income attributable to the company was $115.6 million, or $2.00 per share, versus $74.2 million, or $1.27 per share, in 2024
Quarterly dividend of $0.16 per share is payable March 26, 2026, to holders of record on March 9, 2026
Fourth-quarter leasing revenue fell 9% to $14.2 million, which the company attributed to the September 2025 sale of the Watercrest joint venture senior living property
St. Joe reported third quarter 2025 net income attributable to the company of $38.7 million, or $0.67 per share, up from $16.8 million, or $0.29 per share, a year earlier, on revenue up 63% to $161.1 million. The board also declared a quarterly dividend of $0.16 per share, a 14% increase from the prior $0.14, payable December 12, 2025 to holders of record on November 13, 2025.
Q3 2025 revenue rose 63% to $161.1 million; net income attributable to the company rose 130% to $38.7 million ($0.67 per share)
Real estate revenue rose 199% to $83.8 million, including the $41.0 million sale of the Watercrest senior living community
Dividend raised to $0.16 per share from $0.14, payable December 12, 2025; record date November 13, 2025
Unconsolidated joint venture revenue fell to $57.0 million from $109.2 million, with fewer completed homes at Latitude Margaritaville Watersound
St. Joe reported second-quarter 2025 revenue up 16% to $129.1 million and net income attributable to the company up 20% to $29.5 million, or $0.51 per share. The board also declared a $0.14 quarterly dividend and appointed Elizabeth Dantin Franklin as an independent director effective July 22, 2025.
Revenue rose 16% to $129.1 million from $111.6 million in Q2 2024.
Net income attributable to the company rose 20% to $29.5 million, or $0.51 per share, from $24.5 million, or $0.42 per share.
Quarterly cash dividend of $0.14 per share is payable September 19, 2025, to holders of record on August 22, 2025.
Elizabeth Dantin Franklin joined the board on July 22, 2025, and will serve on the Audit, Governance and Nominating, and Compensation and Human Capital committees.
At its May 13, 2025 annual meeting, St. Joe shareholders elected five director nominees to terms ending at the 2026 meeting, ratified Grant Thornton LLP as auditor for fiscal 2025, approved executive pay on an advisory basis, and approved the 2025 Performance and Equity Incentive Plan. All votes passed by wide margins, so the outcome is routine, though the new incentive plan sets the terms for future equity awards.
Incentive Plan approved with 45,865,542 For, 527,543 Against and 37,761 Abstain votes, plus 6,002,518 broker non-votes
Grant Thornton LLP ratified as independent auditor for 2025 with 52,358,716 For and 24,359 Against votes
Advisory vote on named executive officer compensation passed with 45,259,159 For and 1,121,392 Against votes
Rhea Goff received the most Against votes among the five director nominees, at 2,741,070
St. Joe reported first quarter 2025 results, with net income attributable to the company up 26% to $17.5 million, or $0.30 per share, and revenue up 7% to $94.2 million, both versus the first quarter of 2024. The board also declared a quarterly dividend of $0.14 per share, payable June 26, 2025, to holders of record on June 10, 2025.
Net income attributable to the company rose 26% to $17.5 million, or $0.30 per share, from $13.9 million, or $0.24 per share.
Total revenue rose 7% to $94.2 million; leasing revenue reached a single-quarter record of $16.3 million.
Quarterly dividend of $0.14 per share, payable June 26, 2025, to shareholders of record on June 10, 2025.
Cash and cash equivalents increased to $94.5 million as of March 31, 2025, from $88.8 million at December 31, 2024.
The St. Joe Company reported fourth-quarter 2024 revenue of $104.3 million, up 20%, and net income attributable to the Company of $18.9 million, up 43%. For the full year, revenue rose 3% to $402.7 million while net income fell 5% to $74.2 million, or $1.27 per share. The board also declared a $0.14 per share quarterly dividend and raised its stock repurchase authority to $100.0 million.
Q4 2024 revenue rose 20% to $104.3 million; net income attributable to the Company rose 43% to $18.9 million, or $0.32 per share.
Full-year 2024 revenue rose 3% to $402.7 million; net income attributable to the Company fell 5% to $74.2 million, or $1.27 per share.
Quarterly dividend of $0.14 per share declared February 26, 2025, payable March 27, 2025, to holders of record on March 10, 2025.
Board raised the stock repurchase authority from the remaining $76.7 million as of December 31, 2024, to $100.0 million.
St. Joe reported third-quarter 2024 total revenue of $99.0 million, down 2% from $101.4 million, and net income attributable to the company of $16.8 million, down 13% from $19.4 million. Real estate revenue fell 32%, while hospitality and leasing revenue rose 17% and 19%. Chairman Bruce R. Berkowitz retired from the board effective October 23, 2024, and CEO Jorge L. Gonzalez became chairman.
Q3 2024 total revenue was $99.0 million versus $101.4 million; net income was $16.8 million, or $0.29 per share, versus $19.4 million, or $0.33 per share.
Real estate revenue fell 32% to $28.0 million, while hospitality revenue rose 17% to $55.4 million and leasing revenue rose 19% to $15.6 million.
Bruce R. Berkowitz retired as chairman effective October 23, 2024; Jorge L. Gonzalez was named chairman and Howard S. Frank was named Independent Lead Director.
The board declared a quarterly cash dividend of $0.14 per share, payable December 6, 2024, to shareholders of record on November 7, 2024.
The St. Joe Company reported second-quarter 2024 revenue of $111.6 million, down 13% from $128.1 million a year earlier, and net income attributable to the Company of $24.5 million, or $0.42 per share, down from $34.7 million, or $0.60 per share. The company said hospitality and leasing revenue grew while real estate revenue fell 51%, and its board raised the quarterly dividend 17% to $0.14 per share.
Q2 2024 total revenue $111.6 million, down 13% from $128.1 million in Q2 2023
Q2 2024 net income attributable to the Company $24.5 million ($0.42 per share), down from $34.7 million ($0.60 per share)
Hospitality revenue rose 38% to $62.3 million; real estate revenue fell 51% to $34.5 million
Quarterly dividend raised to $0.14 per share from $0.12, payable September 6, 2024, to holders of record August 9, 2024
St. Joe reported first quarter 2024 results with revenue up 20% to $87.8 million and net income attributable to the Company up 34% to $13.9 million, or $0.24 per share. The board also declared a quarterly dividend of $0.12 per share, payable June 13, 2024, to holders of record on May 15, 2024, while real estate revenue fell 7%.
Revenue rose 20% to $87.8 million; hospitality revenue rose 60% to $39.3 million
Net income attributable to the Company rose 34% to $13.9 million, or $0.24 per share, versus $10.4 million, or $0.18, a year earlier
Quarterly dividend of $0.12 per share payable June 13, 2024, to shareholders of record May 15, 2024
Total real estate revenue fell 7% to $34.2 million; 216 homesites sold at an average base price of about $117,000
St. Joe reported fourth-quarter and full-year 2023 results on February 21, 2024. Full-year revenue rose 54% to $389.2 million and net income attributable to the company rose 10% to $77.7 million, but fourth-quarter net income fell to $13.2 million from $28.1 million a year earlier. The board also declared a quarterly dividend of $0.12 per share.
Full-year 2023 revenue was $389.2 million, up from $252.3 million in 2022; net income attributable to the company was $77.7 million, or $1.33 per share, versus $70.9 million, or $1.21 per share.
Fourth-quarter 2023 revenue rose 41% to $86.7 million, but net income attributable to the company fell to $13.2 million, or $0.23 per share, from $28.1 million, or $0.48 per share.
The board declared a $0.12 per share cash dividend, payable March 27, 2024, to shareholders of record as of March 4, 2024.
Full-year 2022 net income included about $16.2 million after-tax gain on the Sea Sound Apartments sale and about $7.3 million after-tax gain on insurance recoveries.
St. Joe issued a press release on February 1, 2024 reporting record 2023 operating activity across its residential, hospitality and commercial segments. The release gives operating metrics only, with no revenue, profit or EPS figures, and says full fourth quarter and full year 2023 results will be released after the market close on February 21, 2024.
1,704 total sales of homes and homesites in 2023, the most in company history
Watersound Club membership rose by 713 members to 3,317 at year-end, a record increase
Commercial portfolio of 1,028,831 square feet under lease, about 95% occupancy, with 44 new leases signed
Full fourth quarter and 2023 financial results expected after market close on February 21, 2024
St. Joe reported third-quarter 2023 net income attributable to the Company of $19.4 million, up 57% from a year earlier, on total revenue up 76% to $101.4 million. The board also declared a quarterly dividend of $0.12 per share, payable December 8, 2023. Depreciation expense rose to $10.7 million from $5.8 million as more operating assets were placed into service.
Net income attributable to the Company rose 57% to $19.4 million, or $0.33 per share, from $12.4 million, or $0.21 per share, a year earlier.
Total revenue rose 76% to $101.4 million; real estate revenue rose 131% to $39.9 million and hospitality revenue rose 63% to $47.4 million.
Board declared a quarterly cash dividend of $0.12 per share, payable December 8, 2023, to holders of record on November 9, 2023.
Depreciation, depletion and amortization rose to $10.7 million from $5.8 million in the quarter.
St. Joe reported second-quarter 2023 revenue of $128.1 million, up 88% from a year earlier, and net income attributable to the company of $34.7 million, or $0.60 per share, up 104%. The board also declared a quarterly dividend of $0.12 per share, a 20% increase, payable September 8, 2023, to shareholders of record on August 11, 2023.
Revenue rose 88% to $128.1 million from $68.2 million in the second quarter of 2022.
Net income attributable to the company rose 104% to $34.7 million, or $0.60 per share, from $17.0 million, or $0.29 per share.
Real estate revenue rose 148% to $69.3 million; hospitality revenue rose 52% to $45.1 million.
Quarterly dividend of $0.12 per share, payable September 8, 2023, to holders of record on August 11, 2023.
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