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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

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CURRENT REPORT

Pursuant to Section 13 or 15(d) of the

Securities Exchange Act of 1934

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

The St. Joe Company

(Exact Name of Registrant as Specified in its Charter)

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​ | ​ | ​ | ​ | ​
Florida | ​ ​ | 1-10466 | ​ ​ ​ | 59-0432511
(State or Other Jurisdiction of Incorporation) | ​ | (Commission File Number) | ​ | (IRS Employer Identification No.)

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130 Richard Jackson Blvd, Suite 200 Panama City Beach, Florida | 32407
(Address of Principal Executive Offices) | (Zip Code)

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(850) 231-6400

(Registrant’s telephone number, including area code)

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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:

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

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

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

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

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

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Title of Each Class | Trading symbol(s) | Name of Each Exchange on Which Registered
Common Stock | JOE | NYSE

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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 ☐

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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. ☐

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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.

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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.

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Item 9.01 Financial Statements and Exhibits

(d) Exhibits

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

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99.1 | Investor Presentation dated May 12, 2026
104 | Cover Page Interactive Data File (formatted in Inline XBRL)

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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
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​ | By: | /s/ Marek Bakun
​ | ​ | Marek Bakun
​ | ​ | Executive Vice President and Chief Financial Officer

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Date: May 12, 2026

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