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): ~~April~~May 294, 2026

The St. Joe Company

(Exact Name of Registrant as Specified in its Charter)


Florida	1-10466	59-0432511
(State or Other Jurisdictionof Incorporation)	(Commission File Number)	(IRS EmployerIdentification 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 2.02 RESULTS OF OPERATIONS AND FINANCIAL CONDITION.

On April 29, 2026, The St. Joe Company (the “Company”) issued a press release announcing its financial results for the first quarter ended March 31, 2026. A copy of the press release is furnished with this Current Report on Form 8-K as Exhibit 99.1.

ITEM 8.01 OTHER EVENTS.

~~Dividend~~As of May 4, 2026, The St. Joe Company (the “Company”) had a total authority of approximately $49.2 million available for purchase of shares of its common stock pursuant to its previously announced Stock Repurchase Program (the “Plan”). On May 4, 2026, the Board of Directors of the Company authorized additional repurchase authority of up to approximately $150.8 million of the Company’s shares of its common stock under the Stock Repurchase Program, bringing the total authorized repurchase authority to $200.0 million. The Stock Repurchase Program has no expiration date.

On April 29, 2026, the Board of Directors of the Company declared a quarterly cash dividend of $0.16 per share on its common stock, payable on June 25, 2026 to shareholders of record at the close of business on June 9, 2026.

~~ITEM 9.01 FINANCIAL STATEMENTS AND EXHIBITS.~~SIGNATURES

~~(d)~~Pursuant ~~Exhibits~~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~~ ~~following~~THE ~~exhibits~~ST. ~~are~~JOE ~~furnished~~COMPANY as ~~part~~ of ~~the~~ ~~Current~~By: ~~Report~~/s/ onMarek ~~Form~~Bakun ~~8-K.~~ Marek Bakun Executive Vice President & Chief Financial Officer

99.1	Press Release dated April 29, 2026
104	Cover Page Interactive Data File (formatted in Inline XBRL).

Date: May 4, 2026

~~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 & Chief Financial Officer

Date: April 29, 2026

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