Form 8-K

8-K — ST JOE Co

Accession: 0001104659-26-058957

Filed: 2026-05-12

Period: 2026-05-12

CIK: 0000745308

SIC: 6552 (LAND SUBDIVIDERS & DEVELOPERS (NO CEMETERIES))

Item: Regulation FD Disclosure

Item: Financial Statements and Exhibits

Documents

8-K — joe-20260512x8k.htm (Primary)

EX-99.1 (joe-20260512xex99d1.htm)

GRAPHIC (joe-20260512xex99d1g001.jpg)

GRAPHIC (joe-20260512xex99d1g002.jpg)

GRAPHIC (joe-20260512xex99d1g003.jpg)

GRAPHIC (joe-20260512xex99d1g004.jpg)

GRAPHIC (joe-20260512xex99d1g005.jpg)

GRAPHIC (joe-20260512xex99d1g006.jpg)

GRAPHIC (joe-20260512xex99d1g007.jpg)

GRAPHIC (joe-20260512xex99d1g008.jpg)

GRAPHIC (joe-20260512xex99d1g009.jpg)

GRAPHIC (joe-20260512xex99d1g010.jpg)

GRAPHIC (joe-20260512xex99d1g011.jpg)

GRAPHIC (joe-20260512xex99d1g012.jpg)

GRAPHIC (joe-20260512xex99d1g013.jpg)

GRAPHIC (joe-20260512xex99d1g014.jpg)

GRAPHIC (joe-20260512xex99d1g015.jpg)

GRAPHIC (joe-20260512xex99d1g016.jpg)

GRAPHIC (joe-20260512xex99d1g017.jpg)

GRAPHIC (joe-20260512xex99d1g018.jpg)

GRAPHIC (joe-20260512xex99d1g019.jpg)

GRAPHIC (joe-20260512xex99d1g020.jpg)

GRAPHIC (joe-20260512xex99d1g021.jpg)

GRAPHIC (joe-20260512xex99d1g022.jpg)

GRAPHIC (joe-20260512xex99d1g023.jpg)

GRAPHIC (joe-20260512xex99d1g024.jpg)

GRAPHIC (joe-20260512xex99d1g025.jpg)

GRAPHIC (joe-20260512xex99d1g026.jpg)

GRAPHIC (joe-20260512xex99d1g027.jpg)

GRAPHIC (joe-20260512xex99d1g028.jpg)

GRAPHIC (joe-20260512xex99d1g029.jpg)

GRAPHIC (joe-20260512xex99d1g030.jpg)

GRAPHIC (joe-20260512xex99d1g031.jpg)

XML — IDEA: XBRL DOCUMENT (R1.htm)

8-K

8-K (Primary)

Filename: joe-20260512x8k.htm · Sequence: 1

The St. Joe Company_May 12, 2026

false000074530800007453082026-05-122026-05-12

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the

Securities Exchange Act of 1934

Date of report (Date of earliest event reported) May 12, 2026

The St. Joe Company

(Exact Name of Registrant as Specified in its Charter)

Florida

1-10466

59-0432511

(State or Other Jurisdiction

of Incorporation)

(Commission File Number)

(IRS Employer

Identification No.)

130 Richard Jackson Blvd, Suite 200

Panama City Beach, Florida

32407

(Address of Principal Executive Offices)

(Zip Code)

(850) 231-6400

(Registrant’s telephone number, including area code)

Not Applicable

(Former name or former address, if changed since last report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐

Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐

Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐

Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐

Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of Each Class

Trading symbol(s)

Name of Each Exchange on Which Registered

Common Stock

JOE

NYSE

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 7.01 Regulation FD Disclosure.

The St. Joe Company (the “Company”) is providing the attached investor presentation that is expected to be presented at the Company’s 2026 Annual Shareholders Meeting on May 12, 2026. A copy of the presentation is available on the Company’s website and is attached hereto as Exhibit 99.1 and incorporated by this reference.

The foregoing information is furnished pursuant to Item 7.01, “Regulation FD”. The information in Item 7.01 of this Current Report on Form 8-K and the exhibit furnished therewith shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934 or otherwise subject to the liabilities of that Section, and shall not be or be deemed to be incorporated by reference in any filing under the Securities Act of 1933 or the Securities Act of 1934, regardless of any general incorporation language in such filing.

Item 9.01 Financial Statements and Exhibits

(d) Exhibits

The following exhibits are furnished as part of the Current Report on Form 8-K.

99.1

Investor Presentation dated May 12, 2026

104

Cover Page Interactive Data File (formatted in Inline XBRL)

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

THE ST. JOE COMPANY

By:

/s/ Marek Bakun

Marek Bakun

Executive Vice President and Chief Financial Officer

Date: May 12, 2026

EX-99.1

Filename: joe-20260512xex99d1.htm · Sequence: 2

Exhibit 99.1

ANNUAL MEEING OF

SHAREHOLDERS

May 13, 2025

❖ Expand portfolio of recurring income producing

commercial and hospitality properties

❖ Develop residential communities with long term, scalable

and repeatable revenue

❖ Multi-faceted capital allocation between capital

expenditures for business growth, stock repurchases, and

debt reduction

❖ Steady and growing dividend program

CONSISTENT BUSINESS STRATEGY

87%

OF THE

165,000

ACRES OWNED ARE IN

BAY, WALTON AND

GULF COUNTIES

ENTITLEMENTS TO

DEVELOP OVER

170,000

RESIDENTIAL UNITS AND OVER

22 MILLION

SQUARE FEET OF

NON-RESIDENTIAL USES

MAJORITY OF REVENUE IS

DERIVED FROM LESS THAN

OF LAND HOLDINGS

HOW JOE IS POSITIONED

COMPOUND

ANNUAL GROWTH

RATE

15%

• Growth Rate calculated using Compound Annual Growth Rate formula

• Balances at amortized cost basis as of each year end

INVESTMENT IN REAL ESTATE &

UNCONSOLIDATED JOINT VENTURES

BALANCE SHEET ($ IN MILLIONS)

COMPOUND

ANNUAL GROWTH

RATE

27%

• Growth Rate calculated using Compound Annual Growth Rate formula

• Includes total revenue of each unconsolidated joint venture

• Revenue of unconsolidated joint ventures is not included in St. Joe’s consolidated revenue

CONSOLIDATED & UNCONSOLIDATED REVENUE

($ IN MILLIONS)

• Growth Rate calculated using Compound Annual Growth Rate formula

• See Slide “Reconciliation of Non-GAAP Financial Measures”

COMPOUND

ANNUAL GROWTH

RATE

27%

EBITDA

($ IN MILLIONS)

IN 2025,

DEPRECIATION WAS

$47.5 MILLION,

WHICH IS A NON-CASH ITEM.

COMPOUND

ANNUAL GROWTH

RATE

25%

• Compound Annual Growth Rate calculated using Compound Annual Growth Rate formula

NET INCOME

($ IN MILLIONS)

COMPOUND

ANNUAL GROWTH

RATE

28%

• Compound Annual Growth Rate calculated using Compound Annual Growth Rate formula

• Earnings Per Share attributable to the Company is presented based on the basic weighted average shares outstanding

EARNINGS PER SHARE

IN 2025,

DEPRECIATION WAS

$0.82 PER SHARE,

WHICH IS A NON-CASH ITEM.

NET INCOME IS

REDUCED BY

DEPRECIATION,

WHICH IS A NON-CASH ITEM.

COMPOUND

ANNUAL GROWTH

RATE

21%

• Compound Annual Growth Rate calculated using Compound Annual Growth Rate formula

GROWTH IN DEPRECIATION

NON-CASH ITEM

“FREE CASH FLOW”

DEPRECIATION/SUSTAINING CAPITAL 2025 SNAPSHOT

($ in Thousands) 2025

Net income attributable to the Company $115,627

Depreciation, depletion and amortization

(non-cash item)

$47,471

Sustaining Capital $(4,314)

Total $158,784

• Sustaining Capital represents Capital Expenditures for maintaining existing operating assets

• Repairs and Maintenance (R&M) are accounted for in Net Income attributable to the Company

• “Free Cash Flow” is a non-GAAP financial measure, which management believes assists investors by providing insight into operating performance of the Company and

provides useful information regarding how cash compares to the capital required to maintain and grow the business. However, “Free Cash Flow” has limitations as an

analytical tool and should not be considered in isolation or as a substitute for analysis of results reported under GAAP. “Free Cash Flow” is calculated as “Net income

attributable to the Company” increased by “Depreciation, depletion and amortization” and reduced by “Sustaining Capital.”

DEBT IS

25%

OF OUTSTANDING

DEBT HAS A FIXED OR

SWAPPED INTEREST

RATE

82.7%

AVERAGE WEIGHTED

EFFECTIVE INTEREST

RATE IS

4.7%

AVERAGE

REMAINING

LIFE IN YEARS

19.7

OF COMPANY’S

TOTAL ASSETS

PROJECT-LEVEL DEBT ONLY

AS OF MARCH 31, 2026

CAPITAL ALLOCATION

JANUARY 1, 2015 – MARCH 31, 2026

$2.2 BILLION IN

TOTAL CAPITAL

ALLOCATION FROM

JANUARY 1, 2015 TO

MARCH 31, 2026

STOCK REPURCHASE YEAR TO DATE

2025 AND 2026 COMPARISON

• Shares repurchased represent only those acquired under the Company’s authorized Stock Repurchase Program

• The number of shares repurchased from April 1 to May 11, 2026 has not been previously disclosed

FOR THE FULL YEAR

2025, THE

COMPANY

REPURCHASED

798,622 SHARES

FOR $40.0MM.

EFFICIENT OVERHEAD

CORPORATE AND OTHER OPERATING EXPENSES AS % OF CONSOLIDATED REVENUE

LAND HOLDINGS AND DEVELOPMENTS THE FUTURE

APPROVED DETAILED SPECIFIC AREA PLANS

• Detailed Specific Area Plans (DSAPs) are the final step in implementing the Bay Walton Sector Plan and are approved by the Bay County and Walton County Commissions

LAND HOLDINGS AND DEVELOPMENTS

• Detailed Specific Area Plans (DSAPs) are the final step in implementing the Bay Walton Sector Plan and are approved by the Bay County and Walton County Commissions

DSAPs STARTED

LAND HOLDINGS AND DEVELOPMENTS

• Detailed Specific Area Plans (DSAPs) are the final step in implementing the Bay Walton Sector Plan and are approved by the Bay County and Walton County Commissions

DSAPs PLANNED

LATE 2026/EARLY 2027

LAND HOLDINGS AND DEVELOPMENTS

• Detailed Specific Area Plans (DSAPs) are the final step in implementing the Bay Walton Sector Plan and are approved by the Bay County and Walton County Commissions

DSAPs PLANNED

MID 2027

LAND HOLDINGS AND DEVELOPMENTS

• Detailed Specific Area Plans (DSAPs) are the final step in implementing the Bay Walton Sector Plan and are approved by the Bay County and Walton County Commissions

DSAPs PLANNED

START DATE TBD

BACKLOG AS OF

MARCH 31, 2025

952

ACTIVE BUILDERS

HOMESITES UNDER CONTRACT

2026 AND BEYOND

RESIDENTIAL HOMESITE PIPELINE

BACKLOG AS OF

MARCH 31, 2026

HOMESITES

UNDER

CONTRACT:

3,204

237% INCREASE

FROM

MARCH 31, 2025

ACTIVE BUILDERS:

• As of March 31, 2026

• Includes 1,452 homesites for Latitude Margaritaville Watersound joint venture

• Subject to change

BACKLOG AS OF

MARCH 31, 2025

952

ACTIVE BUILDERS

HOMESITES UNDER CONTRACT

2026 AND BEYOND

RESIDENTIAL HOMESITE PIPELINE

• SouthWood®, SummerCamp® Beach and WindMark Beach® communities are located in Leon, Franklin or Gulf counties respectively and not shown on this map

• Subject to change

LAND HOLDINGS AND DEVELOPMENTS 2026 AND BEYOND

COMMERCIAL LEASING PIPELINE

Subject to change

AS OF

MARCH 31, 2026

EXECUTED

LEASES:

~250

96% LEASED

LAND HOLDINGS AND DEVELOPMENTS 2026 AND BEYOND

COMMERCIAL LEASING PIPELINE

• Subject to change

• Map does not depict all commercial leasing space

LAND HOLDINGS AND DEVELOPMENTS 2026 AND BEYOND

WATERSOUND TOWN CENTER

Subject to change

LAND HOLDINGS AND DEVELOPMENTS 2026 AND BEYOND

WATERSOUND WEST BAY CENTER

Subject to change

LATITUDE JOINT VENTURE CASH FLOW

AS OF MARCH 31, 2026

Develops infrastructure and

builds homes

JOE

Minto

Initial Capital Contribution Earnings*

$92.1 Million

$184.2 Million

Minto manages the joint venture, which allows JOE to scale up and focus on growing its residential, hospitality, and commercial segments, while maintaining a low

overhead structure.

The joint venture is creating consumers for JOE businesses outside of the joint venture, which includes Watersound West Bay Center, future ICW Marina, and business

services companies like Watersound Real Estate, Watersound Insurance Agency and Watersound Title Agency.

2,273 homes

closed or 61% of

3,700 homes

$11.7 Million

$23.4 Million

$92.1 Million

Joint Venture

In addition to the above cash flow, as of March 31, 2026, JOE has received $22.3 Million for the contribution of raw land made to the joint venture for the initial 2,273 homes

closed.

*not all earnings have been disbursed

LATITUDE DRIVES VALUE

BEYOND JOINT VENTURE CASH FLOWS

Joint Venture

JOE’S VIRTUOUS CIRCLE

VALUE CREATION

“Earnings Before Interest, Taxes, Depreciation and Amortization” (EBITDA) is a non-GAAP measure, which management believes assists

investors by providing insight into the operating performance of the Company across periods on a consistent basis and, when viewed in

combination with the Company’s results prepared in accordance with GAAP, provides a more complete understanding of factors and trends

affecting the Company. However, EBITDA has limitations as an analytical tool and should not be considered in isolation or as a substitute for

analysis of results reported under GAAP. EBITDA is calculated by adjusting “Interest expense”, “Investment income, net”, “Income tax

expense (benefit)”, “Depreciation, depletion and amortization” to “Net income attributable to the Company”.

RECONCILIATION OF NON-GAAP FINANCIAL MEASURES

EARNINGS BEFORE INTEREST, TAXES, DEPRECIATION AND AMORTIZATION (EBITDA)

Important Notice Regarding Forward-Looking Statements

This presentation contains “forward-looking statements” within the meaning of Section 27A of the Securities Act and Section 21E of the Exchange Act. These statements include, among other things, information about possible or

assumed future results of the business and our financial condition, liquidity, results of operations, plans, strategies, prospects and objectives. Such forward-looking statements can generally be identified by our use of forward-looking

terminology such as “guidance,” “may,” “will,” “expect,” “intend,” “anticipate,” “estimate,” “forecast,” “project,” “plan,” “intend,” “believe,” “confident,” “should,” “can have,” “likely,” “future,” “continue” or other similar expressions

concerning matters that are not historical facts.

We caution you that all forward-looking statements involve risks and uncertainties, and while we believe that our expectations for the future are reasonable in view of currently available information, you are cautioned not to place undue

reliance on our forward-looking statements. Actual results or events may differ materially from those indicated as a result of various important factors, including: our ability to successfully implement our strategic objectives; new or

increased competition across our business units; any decline in general economic conditions, particularly in our primary markets; interest rate fluctuations; inflation; higher insurance costs and our ability to obtain adequate insurance

coverage for our properties; financial institution disruptions; supply chain disruptions, including as a result of conflicts; geopolitical conflicts and political uncertainty and the corresponding impact on the global economy; imposition of

tariffs and uncertainty regarding trade policies; changes in consumer sentiment and confidence that may impact demand across our segments; our ability to successfully execute or integrate new business endeavors and acquisitions; our

ability to yield anticipated returns from our developments and projects; our ability to cooperate effectively with new builder partners; our ability to effectively manage our real estate assets, as well as the ability for us or our joint venture

partners to effectively manage the day-to-day activities of our projects; our ability to complete construction and development projects within expected timeframes; the interest of prospective guests in our hotels; reductions in travel and

other risks inherent to the hospitality industry; the illiquidity of all real estate assets; financial risks, including risks relating to currency fluctuations, credit risks, and fluctuations in the market value of our investment portfolio; any

potential negative impact of our longer-term property development strategy, including losses and negative cash flows for an extended period of time if we continue with the self-development of granted entitlements; our dependence on

homebuilders; mix of sales from different communities and the corresponding impact on sales period over period; the financial condition of our commercial tenants; regulatory and insurance risks associated with a senior living facility;

any reduction in the supply of mortgage loans or tightening of credit markets; our dependence on strong migration and population expansion in our regions of development, particularly Northwest Florida; our ability to fully recover from

natural disasters and severe weather conditions; the actual or perceived threat of climate change; the seasonality of our business; our dependence on certain third party providers; the decreased ability of minority shareholders to

influence corporate matters, due to concentrated ownership of largest shareholder; the impact of unfavorable legal proceedings or government investigations; the impact of complex and changing laws and regulations in the areas where

we operate; changes in tax rates, the adoption of new U.S. tax legislation, and exposure to additional tax liabilities; new litigation; our ability to attract and retain qualified employees, particularly in our hospitality business; our ability to

protect our information technology infrastructure and defend against cyber-attacks; increased media, political, and regulatory scrutiny negatively impacting our reputation; our ability to maintain adequate internal controls; risks

associated with our financing arrangements, including our compliance with certain restrictions and limitations; our ability to pay our quarterly dividend; and our ability to repurchase stock under our stock repurchase program; and the

other risks and uncertainties discussed in “Risk Factors” beginning on page 7 of our most recent Annual Report on Form 10-K and from time to time in our subsequent filings with the SEC .

© The St. Joe Company 2026. All Rights Reserved. “JOE®”, “St. Joe®”, “St. Joe with Taking Flight Bird design®”, “Taking Flight Bird design®”, “Breakfast Point®”, “Pier Park®”, “Pier Park City CenterSM”, “Rivercamps®”, “Southwood®”,

“SummerCamp® ”, “Watersound®”, “Watersound Camp Creek®”, “Watersound Origins®” , “WindMark®” and “WindMark Beach®” are service marks of The St. Joe Company, and are NOT for use by any other party unless licensed by The

St. Joe Company. “Latitude Margaritaville®” is a registered trademark of Margaritaville Enterprises, LLC and is used under license.

This document does not constitute an offer to sell real property. The maps depicted are to show proximity to communities/areas for illustrative purposes. No guarantee is made that the proposed developments will be built as currently

proposed, or, if built, will be of the same type, size or nature. Proposed developments are expected to take several years and will likely be modified from time to time to respond to varying market conditions and changes in

circumstances. The developer reserves the right to modify plans for the development described or depicted herein at any time without notice.

GRAPHIC

Filename: joe-20260512xex99d1g001.jpg · Sequence: 3

Binary file (343384 bytes)

Download joe-20260512xex99d1g001.jpg

GRAPHIC

Filename: joe-20260512xex99d1g002.jpg · Sequence: 4

Binary file (144712 bytes)

Download joe-20260512xex99d1g002.jpg

GRAPHIC

Filename: joe-20260512xex99d1g003.jpg · Sequence: 5

Binary file (138965 bytes)

Download joe-20260512xex99d1g003.jpg

GRAPHIC

Filename: joe-20260512xex99d1g004.jpg · Sequence: 6

Binary file (143596 bytes)

Download joe-20260512xex99d1g004.jpg

GRAPHIC

Filename: joe-20260512xex99d1g005.jpg · Sequence: 7

Binary file (138506 bytes)

Download joe-20260512xex99d1g005.jpg

GRAPHIC

Filename: joe-20260512xex99d1g006.jpg · Sequence: 8

Binary file (117484 bytes)

Download joe-20260512xex99d1g006.jpg

GRAPHIC

Filename: joe-20260512xex99d1g007.jpg · Sequence: 9

Binary file (130682 bytes)

Download joe-20260512xex99d1g007.jpg

GRAPHIC

Filename: joe-20260512xex99d1g008.jpg · Sequence: 10

Binary file (141545 bytes)

Download joe-20260512xex99d1g008.jpg

GRAPHIC

Filename: joe-20260512xex99d1g009.jpg · Sequence: 11

Binary file (134053 bytes)

Download joe-20260512xex99d1g009.jpg

GRAPHIC

Filename: joe-20260512xex99d1g010.jpg · Sequence: 12

Binary file (146722 bytes)

Download joe-20260512xex99d1g010.jpg

GRAPHIC

Filename: joe-20260512xex99d1g011.jpg · Sequence: 13

Binary file (113268 bytes)

Download joe-20260512xex99d1g011.jpg

GRAPHIC

Filename: joe-20260512xex99d1g012.jpg · Sequence: 14

Binary file (115047 bytes)

Download joe-20260512xex99d1g012.jpg

GRAPHIC

Filename: joe-20260512xex99d1g013.jpg · Sequence: 15

Binary file (126345 bytes)

Download joe-20260512xex99d1g013.jpg

GRAPHIC

Filename: joe-20260512xex99d1g014.jpg · Sequence: 16

Binary file (106843 bytes)

Download joe-20260512xex99d1g014.jpg

GRAPHIC

Filename: joe-20260512xex99d1g015.jpg · Sequence: 17

Binary file (208371 bytes)

Download joe-20260512xex99d1g015.jpg

GRAPHIC

Filename: joe-20260512xex99d1g016.jpg · Sequence: 18

Binary file (183268 bytes)

Download joe-20260512xex99d1g016.jpg

GRAPHIC

Filename: joe-20260512xex99d1g017.jpg · Sequence: 19

Binary file (187247 bytes)

Download joe-20260512xex99d1g017.jpg

GRAPHIC

Filename: joe-20260512xex99d1g018.jpg · Sequence: 20

Binary file (193323 bytes)

Download joe-20260512xex99d1g018.jpg

GRAPHIC

Filename: joe-20260512xex99d1g019.jpg · Sequence: 21

Binary file (201199 bytes)

Download joe-20260512xex99d1g019.jpg

GRAPHIC

Filename: joe-20260512xex99d1g020.jpg · Sequence: 22

Binary file (148535 bytes)

Download joe-20260512xex99d1g020.jpg

GRAPHIC

Filename: joe-20260512xex99d1g021.jpg · Sequence: 23

Binary file (178812 bytes)

Download joe-20260512xex99d1g021.jpg

GRAPHIC

Filename: joe-20260512xex99d1g022.jpg · Sequence: 24

Binary file (141213 bytes)

Download joe-20260512xex99d1g022.jpg

GRAPHIC

Filename: joe-20260512xex99d1g023.jpg · Sequence: 25

Binary file (191015 bytes)

Download joe-20260512xex99d1g023.jpg

GRAPHIC

Filename: joe-20260512xex99d1g024.jpg · Sequence: 26

Binary file (167097 bytes)

Download joe-20260512xex99d1g024.jpg

GRAPHIC

Filename: joe-20260512xex99d1g025.jpg · Sequence: 27

Binary file (173011 bytes)

Download joe-20260512xex99d1g025.jpg

GRAPHIC

Filename: joe-20260512xex99d1g026.jpg · Sequence: 28

Binary file (170740 bytes)

Download joe-20260512xex99d1g026.jpg

GRAPHIC

Filename: joe-20260512xex99d1g027.jpg · Sequence: 29

Binary file (149365 bytes)

Download joe-20260512xex99d1g027.jpg

GRAPHIC

Filename: joe-20260512xex99d1g028.jpg · Sequence: 30

Binary file (132588 bytes)

Download joe-20260512xex99d1g028.jpg

GRAPHIC

Filename: joe-20260512xex99d1g029.jpg · Sequence: 31

Binary file (205452 bytes)

Download joe-20260512xex99d1g029.jpg

GRAPHIC

Filename: joe-20260512xex99d1g030.jpg · Sequence: 32

Binary file (319521 bytes)

Download joe-20260512xex99d1g030.jpg

GRAPHIC

Filename: joe-20260512xex99d1g031.jpg · Sequence: 33

Binary file (334167 bytes)

Download joe-20260512xex99d1g031.jpg

XML — IDEA: XBRL DOCUMENT

XML

Filename: R1.htm · Sequence: 38

v3.26.1

Document and Entity Information

May 12, 2026

Document and Entity Information [Abstract]

Document Type

8-K

Document Period End Date

May 12, 2026

Entity Registrant Name

The St. Joe Company

Entity Incorporation, State or Country Code

Entity File Number

1-10466

Entity Tax Identification Number

59-0432511

Entity Address, Address Line One

130 Richard Jackson Blvd

Entity Address, Adress Line Two

Suite 200

Entity Address, City or Town

Panama City Beach

Entity Address State Or Province

Entity Address, Postal Zip Code

32407

City Area Code

850

Local Phone Number

231-6400

Written Communications

false

Soliciting Material

false

Pre-commencement Tender Offer

false

Pre-commencement Issuer Tender Offer

false

Title of 12(b) Security

Common Stock

Trading Symbol

JOE

Security Exchange Name

NYSE

Entity Emerging Growth Company

false

Entity Central Index Key

0000745308

Amendment Flag

false

- Definition

Boolean flag that is true when the XBRL content amends previously-filed or accepted submission.

+ References

No definition available.

+ Details

Name:

dei_AmendmentFlag

Namespace Prefix:

dei_

Data Type:

xbrli:booleanItemType

Balance Type:

Period Type:

duration

- Definition

Area code of city

+ References

No definition available.

+ Details

Name:

dei_CityAreaCode

Namespace Prefix:

dei_

Data Type:

xbrli:normalizedStringItemType

Balance Type:

Period Type:

duration

- Definition

Cover page.

+ References

No definition available.

+ Details

Name:

dei_CoverAbstract

Namespace Prefix:

dei_

Data Type:

xbrli:stringItemType

Balance Type:

Period Type:

duration

- Definition

For the EDGAR submission types of Form 8-K: the date of the report, the date of the earliest event reported; for the EDGAR submission types of Form N-1A: the filing date; for all other submission types: the end of the reporting or transition period. The format of the date is YYYY-MM-DD.

+ References

No definition available.

+ Details

Name:

dei_DocumentPeriodEndDate

Namespace Prefix:

dei_

Data Type:

xbrli:dateItemType

Balance Type:

Period Type:

duration

- Definition

The type of document being provided (such as 10-K, 10-Q, 485BPOS, etc). The document type is limited to the same value as the supporting SEC submission type, or the word 'Other'.

+ References

No definition available.

+ Details

Name:

dei_DocumentType

Namespace Prefix:

dei_

Data Type:

dei:submissionTypeItemType

Balance Type:

Period Type:

duration

- Definition

Address Line 1 such as Attn, Building Name, Street Name

+ References

No definition available.

+ Details

Name:

dei_EntityAddressAddressLine1

Namespace Prefix:

dei_

Data Type:

xbrli:normalizedStringItemType

Balance Type:

Period Type:

duration

- Definition

Address Line 2 such as Street or Suite number

+ References

No definition available.

+ Details

Name:

dei_EntityAddressAddressLine2

Namespace Prefix:

dei_

Data Type:

xbrli:normalizedStringItemType

Balance Type:

Period Type:

duration

- Definition

Name of the City or Town

+ References

No definition available.

+ Details

Name:

dei_EntityAddressCityOrTown

Namespace Prefix:

dei_

Data Type:

xbrli:normalizedStringItemType

Balance Type:

Period Type:

duration

- Definition

Code for the postal or zip code

+ References

No definition available.

+ Details

Name:

dei_EntityAddressPostalZipCode

Namespace Prefix:

dei_

Data Type:

xbrli:normalizedStringItemType

Balance Type:

Period Type:

duration

- Definition

Name of the state or province.

+ References

No definition available.

+ Details

Name:

dei_EntityAddressStateOrProvince

Namespace Prefix:

dei_

Data Type:

dei:stateOrProvinceItemType

Balance Type:

Period Type:

duration

- Definition

A unique 10-digit SEC-issued value to identify entities that have filed disclosures with the SEC. It is commonly abbreviated as CIK.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 12

-Subsection b-2

+ Details

Name:

dei_EntityCentralIndexKey

Namespace Prefix:

dei_

Data Type:

dei:centralIndexKeyItemType

Balance Type:

Period Type:

duration

- Definition

Indicate if registrant meets the emerging growth company criteria.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 12

-Subsection b-2

+ Details

Name:

dei_EntityEmergingGrowthCompany

Namespace Prefix:

dei_

Data Type:

xbrli:booleanItemType

Balance Type:

Period Type:

duration

- Definition

Commission file number. The field allows up to 17 characters. The prefix may contain 1-3 digits, the sequence number may contain 1-8 digits, the optional suffix may contain 1-4 characters, and the fields are separated with a hyphen.

+ References

No definition available.

+ Details

Name:

dei_EntityFileNumber

Namespace Prefix:

dei_

Data Type:

dei:fileNumberItemType

Balance Type:

Period Type:

duration

- Definition

Two-character EDGAR code representing the state or country of incorporation.

+ References

No definition available.

+ Details

Name:

dei_EntityIncorporationStateCountryCode

Namespace Prefix:

dei_

Data Type:

dei:edgarStateCountryItemType

Balance Type:

Period Type:

duration

- Definition

The exact name of the entity filing the report as specified in its charter, which is required by forms filed with the SEC.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 12

-Subsection b-2

+ Details

Name:

dei_EntityRegistrantName

Namespace Prefix:

dei_

Data Type:

xbrli:normalizedStringItemType

Balance Type:

Period Type:

duration

- Definition

The Tax Identification Number (TIN), also known as an Employer Identification Number (EIN), is a unique 9-digit value assigned by the IRS.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 12

-Subsection b-2

+ Details

Name:

dei_EntityTaxIdentificationNumber

Namespace Prefix:

dei_

Data Type:

dei:employerIdItemType

Balance Type:

Period Type:

duration

- Definition

Local phone number for entity.

+ References

No definition available.

+ Details

Name:

dei_LocalPhoneNumber

Namespace Prefix:

dei_

Data Type:

xbrli:normalizedStringItemType

Balance Type:

Period Type:

duration

- Definition

Boolean flag that is true when the Form 8-K filing is intended to satisfy the filing obligation of the registrant as pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 13e

-Subsection 4c

+ Details

Name:

dei_PreCommencementIssuerTenderOffer

Namespace Prefix:

dei_

Data Type:

xbrli:booleanItemType

Balance Type:

Period Type:

duration

- Definition

Boolean flag that is true when the Form 8-K filing is intended to satisfy the filing obligation of the registrant as pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 14d

-Subsection 2b

+ Details

Name:

dei_PreCommencementTenderOffer

Namespace Prefix:

dei_

Data Type:

xbrli:booleanItemType

Balance Type:

Period Type:

duration

- Definition

Title of a 12(b) registered security.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 12

-Subsection b

+ Details

Name:

dei_Security12bTitle

Namespace Prefix:

dei_

Data Type:

dei:securityTitleItemType

Balance Type:

Period Type:

duration

- Definition

Name of the Exchange on which a security is registered.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 12

-Subsection d1-1

+ Details

Name:

dei_SecurityExchangeName

Namespace Prefix:

dei_

Data Type:

dei:edgarExchangeCodeItemType

Balance Type:

Period Type:

duration

- Definition

Boolean flag that is true when the Form 8-K filing is intended to satisfy the filing obligation of the registrant as soliciting material pursuant to Rule 14a-12 under the Exchange Act.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 14a

-Subsection 12

+ Details

Name:

dei_SolicitingMaterial

Namespace Prefix:

dei_

Data Type:

xbrli:booleanItemType

Balance Type:

Period Type:

duration

- Definition

Trading symbol of an instrument as listed on an exchange.

+ References

No definition available.

+ Details

Name:

dei_TradingSymbol

Namespace Prefix:

dei_

Data Type:

dei:tradingSymbolItemType

Balance Type:

Period Type:

duration

- Definition

Boolean flag that is true when the Form 8-K filing is intended to satisfy the filing obligation of the registrant as written communications pursuant to Rule 425 under the Securities Act.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Securities Act

-Number 230

-Section 425

+ Details

Name:

dei_WrittenCommunications

Namespace Prefix:

dei_

Data Type:

xbrli:booleanItemType

Balance Type:

Period Type:

duration