Geo Group Inc (The) (NYSE:GEO - Free Report) - Stock analysts at Northland Securities boosted their Q3 2026 EPS estimates for shares of Geo Group in a research report issued on Friday, August 7th. Northland Securities analyst G. Gibas now expects that the real estate investment trust will post earnings of $0.35 per share for the quarter, up from their previous estimate of $0.31. Northland Securities currently has a "Outperform" rating and a $40.00 price objective on the stock. The consensus estimate for Geo Group's current full-year earnings is $1.30 per share. Northland Securities also issued estimates for Geo Group's Q4 2026 earnings at $0.31 EPS and FY2026 earnings at $1.31 EPS.
Several other research firms have also recently weighed in on GEO. Weiss Ratings upgraded shares of Geo Group from a "hold (c)" rating to a "hold (c+)" rating in a report on Tuesday, June 9th. Wall Street Zen lowered shares of Geo Group from a "buy" rating to a "hold" rating in a report on Saturday, July 25th. JonesTrading boosted their price objective on shares of Geo Group from $33.00 to $40.00 and gave the company a "buy" rating in a research report on Thursday. Finally, Zacks Research raised shares of Geo Group from a "hold" rating to a "strong-buy" rating in a research note on Monday, July 20th. One analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating and one has assigned a Hold rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of "Buy" and an average target price of $40.00.
Check Out Our Latest Analysis on Geo Group
Geo Group Price Performance
NYSE GEO opened at $30.73 on Monday. The business has a 50 day simple moving average of $29.27 and a 200 day simple moving average of $21.74. Geo Group has a 52-week low of $12.51 and a 52-week high of $32.25. The company has a debt-to-equity ratio of 1.00, a quick ratio of 1.65 and a current ratio of 1.65. The stock has a market cap of $4.11 billion, a price-to-earnings ratio of 14.50, a PEG ratio of 1.68 and a beta of 0.79.
Geo Group (NYSE:GEO - Get Free Report) last released its quarterly earnings data on Thursday, August 6th. The real estate investment trust reported $0.37 earnings per share for the quarter, topping the consensus estimate of $0.29 by $0.08. Geo Group had a net margin of 10.31% and a return on equity of 10.42%. The business had revenue of $732.07 million for the quarter, compared to analyst estimates of $721.43 million. During the same quarter last year, the firm earned $0.22 EPS. Geo Group's quarterly revenue was up 15.1% compared to the same quarter last year.
Institutional Trading of Geo Group
Hedge funds and other institutional investors have recently made changes to their positions in the business. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its position in Geo Group by 4.6% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 75,766 shares of the real estate investment trust's stock valued at $2,213,000 after purchasing an additional 3,309 shares in the last quarter. NewEdge Advisors LLC increased its stake in Geo Group by 81.9% in the 1st quarter. NewEdge Advisors LLC now owns 1,864 shares of the real estate investment trust's stock valued at $54,000 after buying an additional 839 shares during the last quarter. United Services Automobile Association bought a new stake in Geo Group during the 1st quarter worth about $260,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its position in Geo Group by 168.0% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 284,975 shares of the real estate investment trust's stock worth $8,324,000 after buying an additional 178,622 shares in the last quarter. Finally, Invesco Ltd. boosted its stake in shares of Geo Group by 4.2% during the 2nd quarter. Invesco Ltd. now owns 1,308,817 shares of the real estate investment trust's stock worth $31,346,000 after buying an additional 52,623 shares during the last quarter. 76.10% of the stock is currently owned by institutional investors and hedge funds.
Key Geo Group News
Here are the key news stories impacting Geo Group this week:
- Positive Sentiment: Second-quarter results beat expectations: GEO reported adjusted earnings of $0.37 per share, above the $0.28–$0.29 consensus range, while revenue rose 15.1% year over year to approximately $732.1 million, exceeding estimates. GEO Group Q2 Earnings and Revenues Beat Estimates
- Positive Sentiment: 2026 outlook was raised above analyst expectations: GEO now expects full-year EPS of $1.27–$1.32, compared with consensus of $1.22, and revenue of $3.0 billion–$3.1 billion. Management also projects third-quarter EPS of $0.35–$0.37, above the $0.30 consensus estimate. The GEO Group Reports Second Quarter Results and Updates Full Year 2026 Guidance
- Positive Sentiment: ICE expansion and analyst support are strengthening the growth narrative: GEO is targeting additional ICE facility activations by the end of 2026 and outlined expected 2026 net income of $168 million–$175 million. JonesTrading raised its price target from $33 to $40 and maintained a Buy rating, implying further upside from the referenced price. GEO Outlines 2026 Net Income Guidance
- Neutral Sentiment: Momentum screens highlight continued price strength: Recent performance has substantially outpaced the stock’s longer-term moving average, although such technical signals do not necessarily indicate that the gains will continue. GEO Group Price Strength Analysis
- Negative Sentiment: Some quarterly guidance was weaker: Fourth-quarter EPS guidance of $0.28–$0.31 was below the $0.33 consensus estimate, creating a modest counterpoint to the otherwise favorable outlook. GEO is also facing questions from lawmakers regarding alleged violations at its Moshannon Valley facility, which could present reputational or regulatory risk. Questions Regarding Moshannon Valley Processing Center
About Geo Group
(
Get Free Report)
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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