Geo Group Inc (The) (NYSE:GEO - Free Report) - Equities researchers at Sidoti lifted their Q3 2026 EPS estimates for Geo Group in a note issued to investors on Friday, August 7th. Sidoti analyst B. Mccarthy now expects that the real estate investment trust will post earnings per share of $0.36 for the quarter, up from their previous forecast of $0.29. The consensus estimate for Geo Group's current full-year earnings is $1.30 per share. Sidoti also issued estimates for Geo Group's Q4 2026 earnings at $0.30 EPS, FY2026 earnings at $1.30 EPS, Q1 2027 earnings at $0.34 EPS, Q2 2027 earnings at $0.42 EPS, Q3 2027 earnings at $0.44 EPS, Q4 2027 earnings at $0.47 EPS and FY2027 earnings at $1.67 EPS.
Geo Group (NYSE:GEO - Get Free Report) last issued its quarterly earnings results on Thursday, August 6th. The real estate investment trust reported $0.37 earnings per share for the quarter, beating analysts' consensus estimates of $0.29 by $0.08. Geo Group had a net margin of 10.31% and a return on equity of 10.42%. The firm had revenue of $732.07 million for the quarter, compared to analyst estimates of $721.43 million. During the same period last year, the company posted $0.22 EPS. Geo Group's quarterly revenue was up 15.1% compared to the same quarter last year.
GEO has been the topic of a number of other reports. Weiss Ratings raised Geo Group from a "hold (c)" rating to a "hold (c+)" rating in a research note on Tuesday, June 9th. JonesTrading increased their price objective on Geo Group from $33.00 to $40.00 and gave the company a "buy" rating in a research note on Thursday. Wall Street Zen lowered Geo Group from a "buy" rating to a "hold" rating in a report on Saturday, July 25th. Northland Securities lifted their target price on shares of Geo Group from $30.00 to $40.00 and gave the stock an "outperform" rating in a research note on Friday, June 26th. 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 given a Buy rating and one has issued a Hold rating to the company's stock. According to data from MarketBeat.com, the stock currently has a consensus rating of "Buy" and a consensus target price of $40.00.
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Geo Group Price Performance
Shares of Geo Group stock opened at $30.73 on Monday. The business has a 50 day simple moving average of $29.27 and a two-hundred day simple moving average of $21.74. Geo Group has a 12 month low of $12.51 and a 12 month high of $32.25. The stock has a market capitalization of $4.11 billion, a P/E ratio of 14.50, a PEG ratio of 1.68 and a beta of 0.79. The company has a debt-to-equity ratio of 1.00, a current ratio of 1.65 and a quick ratio of 1.65.
Institutional Investors Weigh In On Geo Group
A number of large investors have recently made changes to their positions in GEO. Geneos Wealth Management Inc. lifted its position in Geo Group by 245.1% during the second quarter. Geneos Wealth Management Inc. now owns 1,101 shares of the real estate investment trust's stock worth $26,000 after buying an additional 782 shares in the last quarter. Bessemer Group Inc. grew its holdings in Geo Group by 111.9% in the 1st quarter. Bessemer Group Inc. now owns 1,723 shares of the real estate investment trust's stock valued at $29,000 after buying an additional 910 shares in the last quarter. IFP Advisors Inc acquired a new stake in shares of Geo Group in the 4th quarter worth $30,000. Global Retirement Partners LLC acquired a new stake in shares of Geo Group in the 2nd quarter worth $34,000. Finally, Bayforest Capital Ltd purchased a new position in shares of Geo Group during the 4th quarter worth $37,000. 76.10% of the stock is currently owned by hedge funds and other institutional investors.
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
(
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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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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.
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