Geo Group (NYSE:GEO) Issues FY 2026 Earnings Guidance

Geo Group (NYSE:GEO - Get Free Report) updated its FY 2026 earnings guidance on Wednesday. The company provided earnings per share guidance of 1.150-1.250 for the period, compared to the consensus earnings per share estimate of 1.190. The company issued revenue guidance of $3.0 billion-$3.1 billion, compared to the consensus revenue estimate of $3.0 billion. Geo Group also updated its Q2 2026 guidance to 0.250-0.290 EPS.

Analysts Set New Price Targets

A number of analysts recently weighed in on GEO shares. Weiss Ratings restated a "hold (c)" rating on shares of Geo Group in a report on Friday, March 27th. JonesTrading reduced their price target on Geo Group from $37.00 to $33.00 and set a "buy" rating on the stock in a research report on Friday, March 20th. Wall Street Zen cut Geo Group from a "buy" rating to a "hold" rating in a research note on Saturday, February 28th. Finally, Zacks Research upgraded Geo Group from a "strong sell" rating to a "hold" rating in a research report on Friday, January 9th. Two investment analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. According to MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and an average target price of $34.50.

Geo Group Trading Down 1.0%

GEO opened at $18.39 on Wednesday. Geo Group has a twelve month low of $12.51 and a twelve month high of $31.26. The company has a fifty day moving average of $16.73 and a 200-day moving average of $16.40. The stock has a market cap of $2.44 billion, a PE ratio of 10.10 and a beta of 0.82. The company has a quick ratio of 2.01, a current ratio of 2.01 and a debt-to-equity ratio of 1.10.

Geo Group (NYSE:GEO - Get Free Report) last released its earnings results on Wednesday, May 6th. The real estate investment trust reported $0.29 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.19 by $0.10. The business had revenue of $705.21 million for the quarter, compared to analyst estimates of $688.89 million. Geo Group had a net margin of 9.67% and a return on equity of 8.36%. Geo Group has set its FY 2026 guidance at 1.150-1.250 EPS and its Q2 2026 guidance at 0.250-0.290 EPS. On average, sell-side analysts predict that Geo Group will post 1.18 EPS for the current year.

Insider Activity at Geo Group

In related news, Director Scott Michael Kernan sold 6,633 shares of the company's stock in a transaction dated Wednesday, March 4th. The stock was sold at an average price of $15.24, for a total transaction of $101,086.92. Following the sale, the director owned 27,062 shares in the company, valued at $412,424.88. This represents a 19.69% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. 4.98% of the stock is currently owned by insiders.

Hedge Funds Weigh In On Geo Group

A number of institutional investors and hedge funds have recently modified their holdings of the business. Rubric Capital Management LP increased its stake in shares of Geo Group by 139.5% in the 3rd quarter. Rubric Capital Management LP now owns 2,986,915 shares of the real estate investment trust's stock valued at $61,202,000 after acquiring an additional 1,739,522 shares in the last quarter. UBS Group AG boosted its stake in Geo Group by 56.5% during the third quarter. UBS Group AG now owns 3,603,288 shares of the real estate investment trust's stock worth $73,831,000 after acquiring an additional 1,300,139 shares in the last quarter. Cooper Creek Partners Management LLC boosted its stake in Geo Group by 32.7% during the third quarter. Cooper Creek Partners Management LLC now owns 4,974,772 shares of the real estate investment trust's stock worth $101,933,000 after acquiring an additional 1,224,847 shares in the last quarter. Balyasny Asset Management L.P. grew its holdings in Geo Group by 3,774.9% in the second quarter. Balyasny Asset Management L.P. now owns 781,573 shares of the real estate investment trust's stock worth $18,719,000 after purchasing an additional 761,403 shares during the period. Finally, Two Sigma Investments LP increased its stake in Geo Group by 225.4% in the third quarter. Two Sigma Investments LP now owns 1,034,778 shares of the real estate investment trust's stock valued at $21,203,000 after purchasing an additional 716,805 shares in the last quarter. 76.10% of the stock is currently owned by institutional investors.

Geo Group Company Profile

The GEO Group NYSE: GEO is a leading provider of correctional, detention and community reentry services to government agencies around the world. As a real estate investment trust, the company specializes in the design, financing, development and operation of secure facilities for adult and juvenile offenders, immigration detainees and individuals requiring mental health treatment or substance abuse programming. GEO's integrated service model also encompasses electronic monitoring, rehabilitative programming and post-release supervision aimed at reducing recidivism and enhancing public safety.

GEO's portfolio spans a range of facility types, including medium- and maximum-security correctional institutions, residential reentry centers, mental health treatment units and immigration detention centers.

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