The St. Joe Company — Third Quarter 2026 Earnings Summary

The St. Joe Company reported third-quarter 2026 net income of $36.9 million, a 5% decrease from the prior year, while operating income rose 16% to $61.5 million. Total revenue for the quarter declined 3% to $156.2 million, driven by a 9% drop in real estate revenue that was partially offset by a 9% increase in hospitality revenue to a record $66.0 million. For the first nine months of 2026, the company achieved net income of $91.3 million and total revenue of $414.1 million, reflecting growth in both real estate and hospitality segments. The Board of Directors declared a quarterly dividend increase of 13% to $0.18 per share, and the company repurchased $27.2 million of common stock during the quarter.