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St Joe Co

JOE · Real Estate

Last earnings Oct 28, 2026

Key results

INCREASES QUARTERLY dividendytd

14%

JOE COMPANY REPORTS THIRD QUARTER AND FIRST NINE MONTHS OF 2025 RESULTS AND INCREASES QUARTERLY DIVIDEND BY 14% TO $0.16 PER SHARE Highlights for the third quarter of 2025 as compared to the third quarter of 2024: Quarterly net income attributable to the Company increased by 130% to $38.7 million, or $0.67 per share, from $16.8 million, or $0.29 per share.

SEC original ↗St Joe Co — Earnings release (8-K exhibit)EX-99Oct 29, 2025

INCREASES QUARTERLY dividendQ3 2025

$0.16

JOE COMPANY REPORTS THIRD QUARTER AND FIRST NINE MONTHS OF 2025 RESULTS AND INCREASES QUARTERLY DIVIDEND BY 14% TO $0.16 PER SHARE Highlights for the third quarter of 2025 as compared to the third quarter of 2024: Quarterly net income attributable to the Company increased by 130% to $38.7 million, or $0.67 per share, from $16.8 million, or $0.29 per share.

SEC original ↗St Joe Co — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Quarterly revenuequarter

63%

Quarterly revenue increased by 63% to $161.1 million from $99.0 million.

SEC original ↗St Joe Co — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Revenuequarter

199%

Real estate revenue increased by 199% to $83.8 million from $28.0 million.

SEC original ↗St Joe Co — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Residential real estate revenue increased by 94% to $36.8 million from $19.0 million.

SEC original ↗St Joe Co — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Gross marginquarter

53%

The average homesite base sales price increased to $150,000 from $86,000 and gross margin increased to 53% from 39%.

SEC original ↗St Joe Co — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Hospitality revenuequarter

9%

Hospitality revenue increased by 9% to a third quarter record of $60.6 million from $55.4 million.

SEC original ↗St Joe Co — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Leasing revenuequarter

7%

Leasing revenue increased by 7% to a quarterly record of $16.7 million from $15.6 million.

SEC original ↗St Joe Co — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Residential real estate revenue increased 94% to $36.8 million from $19.0 million.

SEC original ↗St Joe Co — Earnings release (8-K exhibit)EX-99Oct 29, 2025

AI analysis

Q3 2025 · reported Oct 29, 2025

Based on: Earnings release + parent 8-K — transcript not held

Gross margin · Q3 2025
53%
EX-99 · Oct 29, 2025
INCREASES QUARTERLY dividend · Q3 2025
$0.16
EX-99 · Oct 29, 2025

Headline figures

MetricQ3 2025Prior qtrYear ago
INCREASES QUARTERLY dividend$0.16——
Quarterly revenue63%——
Revenue199%——
Gross margin53%——
Hospitality revenue9%——
Leasing revenue7%——

EX-99 · Oct 29, 2025

Guidance · company-stated

No guidance located in the held release

Next earningsNo verified date on fileNo date is estimated or imported

Margin

Gross margin53%

Capital allocation

INCREASES QUARTERLY dividend14%
INCREASES QUARTERLY dividend$0.16
Capex$20.4M
Dividend$8.1M

JOE COMPANY REPORTS THIRD QUARTER AND FIRST NINE MONTHS OF 2025 RESULTS AND INCREASES QUARTERLY DIVIDEND BY 14% TO $0.16 PER SHARE Highlights for the third quarter of 2025 as compared to the third quarter of 2024: Quarterly net income attributable to the Company increased by 130% to $38.7 million, or $0.67 per share, from $16.8 million, or $0.29 per share.

Company-stated claims

Oct 28, 2026

Historical · increased the quarterly dividend payments by 157% · dividend

“Since initiating the current dividend program in 2020 at $0.07 per share, the Company has increased the quarterly dividend payments by 157% to $0.18 per share.”

EX-99 · Oct 28, 2026
General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Joe Company (NYSE: JOE) (the Company, We, or Our ) today reports third quarter and first nine months of 2025 results

Based on: Earnings release + parent 8-K — transcript not held

Guidance & outlook

No guidance located in the held release

Capital allocation

JOE COMPANY REPORTS THIRD QUARTER AND FIRST NINE MONTHS OF 2025 RESULTS AND INCREASES QUARTERLY DIVIDEND BY 14% TO $0.16 PER SHARE Highlights for the third quarter of 2025 as compared to the third quarter of 2024: Quarterly net income attributable to the Company increased by 130% to $38.7 million, or $0.67 per share, from $16.8 million, or $0.29 per share.

SEC original ↗St Joe Co — Earnings release (8-K exhibit)EX-99Oct 29, 2025

In the third quarter of 2025, the Company funded $20.4 million in capital expenditures, paid $8.1 million in cash dividends, repurchased $8.7 million of the Company s common stock and repaid a net amount of $28.4 million of debt.

SEC original ↗St Joe Co — Earnings release (8-K exhibit)EX-99Oct 29, 2025

In the third quarter of 2025, we funded $20.4 million in capital expenditures, paid $8.1 million in cash dividends, repurchased $8.7 million of our common stock, and repaid a net amount of $28.4 million of debt.

SEC original ↗St Joe Co — Earnings release (8-K exhibit)EX-99Oct 29, 2025

We have accelerated stock repurchases during the year, bringing the aggregate amount of stock repurchases through the first nine months of 2025 to $24.9 million (535,099 shares), as compared to no share repurchases for the same period in 2024.

SEC original ↗St Joe Co — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Since 2015, the Company has used $638.5 million to repurchase 34.6 million shares of the Company s stock, representing 37.5% of the original shares, bringing the outstanding share balance to below 58.0 million outstanding shares.

SEC original ↗St Joe Co — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Dividends On October 29, 2025, the Board of Directors declared a cash dividend of $0.16 per share on the Company s common stock, payable on December 12, 2025, to shareholders of record as of the close of business on November 13, 2025.

SEC original ↗St Joe Co — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Strategy & priorities

Gonzalez added, Our capital allocation strategy is measured and multi-faceted.

SEC original ↗St Joe Co — Earnings release (8-K exhibit)EX-99Oct 29, 2025

The specifics of our capital allocation strategy may vary from quarter to quarter depending on various factors so it should be evaluated over a longer period of time, rather than on a quarterly basis.

SEC original ↗St Joe Co — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Although these business ventures are not included as revenue in the Company s financial statements, they are part of the core business strategy, which generates substantial financial returns for the Company.

SEC original ↗St Joe Co — Earnings release (8-K exhibit)EX-99Oct 29, 2025

The Company is focused on commercial leasing space at the Watersound Town Center, Watersound West Bay Center and the FSU/TMH Medical Campus.

SEC original ↗St Joe Co — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Examples of forward-looking statements in this press release include statements regarding our growth prospects; ability to generate recurring revenue; opportunities to capture value of our developed assets in strategic transactions; plans to maintain an efficient cost structure; our capital allocation initiatives, including investments in our business, dividends and opportunistic stock repurchases; plans regarding our joint venture developments; and the timing and impact of current developments and new projects in 2025 and beyond.

SEC original ↗St Joe Co — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Risks & headwinds

These statements involve risks and uncertainties, and actual results may differ materially from any future results expressed or implied by the forward-looking statements.

SEC original ↗St Joe Co — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

KE Holdings (BEKE) Real EstateInvitation Homes (INVH) Real EstateEquinix (EQIX) Real EstateAlexandria Real Estate Equities (ARE) Real EstateIron Mountain (IRM) Real EstateVici Properties (VICI) Real EstateMid-America Apartment Communities (MAA) Real EstateVivmark Residential (VMRK) Real Estate
Documents

Filings

31 documents

Earnings releases

55 documents

Presentations

0 documents

No presentations for St Joe Co are held in this edition of the library.

Transcripts

0 documents

No transcripts for St Joe Co are held in this edition of the library.

Mentioned by

3 companies

Other tracked companies whose held documents mention St Joe Co by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.