Skip to main content
Signal8

ST JOE Co (JOE) Form 8-K — Oct 28, 2026

$JOEForm 8-KItems 2.02, 8.01, 9.01Filed Oct 28, 2026, 4:10 PM ET0001104659-26-119626Original filing

The St. Joe Company reported Q3 2026 net income of $36.9 million ($0.65/share), down 5% from $38.7 million ($0.67/share) a year ago, on revenue of $156.2 million, down 3%. The decline is largely comparable to the prior-year $41.0 million Watercrest JV property sale, while Q3 operating income actually rose 16% to $61.5 million and hospitality revenue hit a third-quarter record of $66.0 million. For the first nine months of 2026, revenue grew 8% to $414.1 million and net income rose 7% to $91.3 million ($1.60/share).

Key figures

Eps
0.65
Revenue
156200000
Net Income
36900000
Total Debt
361700000
Total Assets
1497800000
Cash Position
117900000
Shares Outstanding
56578851
Q3 ebitda
$64.1M (-7%)
Q3 buybacks
$27.2M (412,800 shares)
Dividend per share
$0.18 (+13% from $0.16)
Nine month revenue
$414.1M (+8%)
Q3 2025 net income
$38.7M ($0.67/share)
Nine month buybacks
$64.9M (988,637 shares, +161% YoY)
Q3 operating income
$61.5M (+16%)
Nine month net income
$91.3M ($1.60/share, +7%)
Q3 hospitality revenue
$66.0M (+9%, third-quarter record)
Q3 real estate revenue
$76.1M (-9%)
Latitude margaritaville land sale
$50.4M contractual value, ~$31.4M NPV recognized, ~3,500 additional homesites, 44% land price increase vs June 2020

AI analysis

Red flags3 · Pro

The rest of the AI analysis, red flags and sentiment are part of Signal8 Pro.

AI-generated analysis of a public disclosure. Not investment advice; verify against the original document.