Geo Group (NYSE:GEO) Releases Q4 2026 Earnings Guidance

Key Points

• GEO Group issued below-consensus Q4 2026 guidance: EPS is expected at $0.28–$0.31 versus the $0.33 consensus estimate, while revenue guidance is $758 million–$808 million. Full-year 2026 EPS guidance was updated to $1.27–$1.32.
• The company’s latest quarterly results exceeded expectations, with EPS of $0.37 versus the $0.29 consensus estimate. Shares opened at $31.28, near their 52-week high of $32.25.
• Analyst sentiment remains generally positive, with a consensus “Buy” rating and a $36.50 target price, while institutional investors own 76.1% of the stock.

Geo Group (NYSE:GEO - Get Free Report) issued an update on its fourth quarter 2026 earnings guidance on Thursday. The company provided earnings per share guidance of 0.280-0.310 for the period, compared to the consensus EPS estimate of 0.330. The company issued revenue guidance of $758.0 million-$808.0 million. Geo Group also updated its FY 2026 guidance to 1.270-1.320 EPS.

Geo Group Price Performance

Geo Group stock opened at $31.28 on Thursday. The company has a debt-to-equity ratio of 1.06, a current ratio of 1.75 and a quick ratio of 1.75. The company has a market capitalization of $4.18 billion, a PE ratio of 15.88, a price-to-earnings-growth ratio of 1.86 and a beta of 0.79. Geo Group has a one year low of $12.51 and a one year high of $32.25. The business has a 50 day simple moving average of $28.96 and a 200 day simple moving average of $21.56.

Geo Group (NYSE:GEO - Get Free Report) last announced its quarterly earnings results on Thursday, August 6th. The real estate investment trust reported $0.37 EPS for the quarter, beating the consensus estimate of $0.29 by $0.08. Geo Group had a return on equity of 9.43% and a net margin of 10.00%. On average, sell-side analysts forecast that Geo Group will post 1.2 EPS for the current fiscal year.

Analyst Ratings Changes

Several equities research analysts have recently commented on the stock. Weiss Ratings upgraded shares of Geo Group from a "hold (c)" rating to a "hold (c+)" rating in a research note on Tuesday, June 9th. Zacks Research upgraded shares of Geo Group from a "hold" rating to a "strong-buy" rating in a research report on Monday, July 20th. Northland Securities lifted their price target on shares of Geo Group from $30.00 to $40.00 and gave the company an "outperform" rating in a report on Friday, June 26th. Finally, Wall Street Zen downgraded shares of Geo Group from a "buy" rating to a "hold" rating in a report on Saturday, July 25th. One analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating and one has issued a Hold rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of "Buy" and a consensus target price of $36.50.

Institutional Trading of Geo Group

A number of hedge funds and other institutional investors have recently made changes to their positions in the business. Geneos Wealth Management Inc. grew its holdings in Geo Group by 245.1% during the 2nd quarter. Geneos Wealth Management Inc. now owns 1,101 shares of the real estate investment trust's stock worth $26,000 after acquiring an additional 782 shares during the last quarter. NewEdge Advisors LLC lifted its position in shares of Geo Group by 81.9% during the first quarter. NewEdge Advisors LLC now owns 1,864 shares of the real estate investment trust's stock worth $54,000 after purchasing an additional 839 shares in the last quarter. Militia Capital Partners LP grew its stake in shares of Geo Group by 122.6% during the second quarter. Militia Capital Partners LP now owns 6,900 shares of the real estate investment trust's stock valued at $165,000 after purchasing an additional 3,800 shares during the last quarter. Guggenheim Capital LLC acquired a new stake in shares of Geo Group in the fourth quarter valued at approximately $174,000. Finally, Mercer Global Advisors Inc. ADV increased its holdings in shares of Geo Group by 19.3% in the fourth quarter. Mercer Global Advisors Inc. ADV now owns 11,656 shares of the real estate investment trust's stock valued at $188,000 after purchasing an additional 1,882 shares in the last quarter. 76.10% of the stock is currently owned by institutional investors and hedge funds.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

Continue following MarketBeat

Add MarketBeat as your preferred source on Google to see our latest stories in your feed.

Add As Preferred Source