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

Geo Group (NYSE:GEO) 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.

Wall Street Analysts Forecast Growth

A number of analysts recently commented on the company. JonesTrading decreased their target price on Geo Group from $37.00 to $33.00 and set a “buy” rating for the company in a research report on Friday, March 20th. Zacks Research raised Geo Group from a “strong sell” rating to a “hold” rating in a research note on Friday, January 9th. Wall Street Zen downgraded Geo Group from a “buy” rating to a “hold” rating in a report on Saturday, February 28th. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of Geo Group in a research report on Friday, March 27th. Two research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $34.50.

Geo Group Trading Down 1.0%

NYSE:GEO opened at $18.39 on Wednesday. The company has a debt-to-equity ratio of 1.10, a current ratio of 2.01 and a quick ratio of 2.01. Geo Group has a one year low of $12.51 and a one year high of $31.26. The company has a market cap of $2.44 billion, a PE ratio of 10.10 and a beta of 0.82. The firm has a 50-day moving average of $16.73 and a 200-day moving average of $16.40.

Geo Group (NYSE:GEO) last announced its quarterly earnings results on Wednesday, May 6th. The real estate investment trust reported $0.29 earnings per share 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 analysts’ expectations 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. As a group, equities research analysts expect that Geo Group will post 1.18 EPS for the current fiscal year.

Insider Buying and Selling at Geo Group

In related news, Director Scott Michael Kernan sold 6,633 shares of Geo Group stock in a transaction that occurred on Wednesday, March 4th. The stock was sold at an average price of $15.24, for a total transaction of $101,086.92. Following the transaction, the director owned 27,062 shares of the company’s stock, valued at $412,424.88. The trade was a 19.69% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. 4.98% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On Geo Group

A number of hedge funds have recently bought and sold shares of GEO. Geneos Wealth Management Inc. grew its stake in shares of Geo Group by 245.1% in 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 in the last quarter. NewEdge Advisors LLC boosted its holdings in 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 during the last quarter. Militia Capital Partners LP boosted its holdings in 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 worth $165,000 after purchasing an additional 3,800 shares during the last quarter. Guggenheim Capital LLC bought a new stake in Geo Group in the 4th quarter worth about $174,000. Finally, Mercer Global Advisors Inc. ADV grew its position in Geo Group by 19.3% in the 4th quarter. Mercer Global Advisors Inc. ADV now owns 11,656 shares of the real estate investment trust’s stock worth $188,000 after purchasing an additional 1,882 shares in the last quarter. 76.10% of the stock is owned by hedge funds and other 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.