Sidoti Has Bullish Forecast for Geo Group FY2026 Earnings

Geo Group Inc (The) (NYSE:GEO) – Stock analysts at Sidoti lifted their FY2026 earnings estimates for shares of Geo Group in a research report issued to clients and investors on Friday, November 6th. Sidoti analyst B. Mccarthy now expects that the real estate investment trust will post earnings per share of $1.42 for the year, up from their prior estimate of $1.37. The consensus estimate for Geo Group’s current full-year earnings is $1.44 per share. Sidoti also issued estimates for Geo Group’s Q1 2027 earnings at $0.46 EPS, Q2 2027 earnings at $0.55 EPS, Q3 2027 earnings at $0.58 EPS, Q4 2027 earnings at $0.59 EPS, Q1 2028 earnings at $0.57 EPS, Q2 2028 earnings at $0.58 EPS and Q3 2028 earnings at $0.58 EPS.

Several other research analysts have also recently commented on the company. Noble Financial reiterated an “outperform” rating on shares of Geo Group in a research note on Monday, August 10th. Zacks Research upgraded Geo Group from a “hold” rating to a “strong-buy” rating in a research note on Monday, July 20th. Wall Street Zen downgraded Geo Group from a “buy” rating to a “hold” rating in a report on Saturday, July 25th. UBS Group restated a “buy” rating on shares of Geo Group in a report on Tuesday, October 6th. Finally, Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Geo Group in a research report on Friday, September 4th. One research analyst has rated the stock with a Strong Buy rating, four have given a Buy rating and one has assigned a Hold rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Buy” and a consensus price target of $41.38.

Geo Group Stock Up 5.8%

Shares of NYSE GEO opened at $31.89 on Monday. Geo Group has a 1 year low of $12.51 and a 1 year high of $33.17. The firm has a market cap of $4.22 billion, a price-to-earnings ratio of 25.52, a PEG ratio of 1.50 and a beta of 0.78. The company has a debt-to-equity ratio of 0.97, a quick ratio of 1.65 and a current ratio of 1.71. The stock’s 50-day simple moving average is $29.98 and its 200-day simple moving average is $24.62.

Geo Group (NYSE:GEO) last released its quarterly earnings results on Thursday, November 5th. The real estate investment trust reported $0.39 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.35 by $0.04. Geo Group had a net margin of 5.74% and a return on equity of 11.44%. The firm had revenue of $761.06 million for the quarter, compared to the consensus estimate of $770.87 million. During the same quarter in the previous year, the firm posted $0.25 EPS. The firm’s quarterly revenue was up 11.5% on a year-over-year basis.

Hedge Funds Weigh In On Geo Group

Several large investors have recently added to or reduced their stakes in GEO. GAMMA Investing LLC boosted its holdings in Geo Group by 6.6% in the third quarter. GAMMA Investing LLC now owns 10,098 shares of the real estate investment trust’s stock worth $308,000 after purchasing an additional 629 shares during the period. Parallel Advisors LLC increased its stake in Geo Group by 165.5% during the third quarter. Parallel Advisors LLC now owns 1,017 shares of the real estate investment trust’s stock valued at $31,000 after purchasing an additional 634 shares during the last quarter. Public Employees Retirement System of Ohio raised its holdings in shares of Geo Group by 22.7% during the first quarter. Public Employees Retirement System of Ohio now owns 3,866 shares of the real estate investment trust’s stock worth $65,000 after purchasing an additional 715 shares during the period. Kestra Advisory Services LLC raised its holdings in shares of Geo Group by 2.4% during the first quarter. Kestra Advisory Services LLC now owns 30,462 shares of the real estate investment trust’s stock worth $512,000 after purchasing an additional 727 shares during the period. Finally, Bessemer Group Inc. raised its holdings in shares of Geo Group by 111.9% during the first quarter. Bessemer Group Inc. now owns 1,723 shares of the real estate investment trust’s stock worth $29,000 after purchasing an additional 910 shares during the period. 76.10% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In other Geo Group news, insider Ronald A. Brack sold 7,000 shares of the stock in a transaction that occurred on Friday, August 21st. The stock was sold at an average price of $32.00, for a total transaction of $224,000.00. Following the transaction, the insider owned 71,614 shares of the company’s stock, valued at $2,291,648. This trade represents a 8.90% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, VP Matthew Albence sold 11,797 shares of Geo Group stock in a transaction that occurred on Friday, September 11th. The stock was sold at an average price of $31.45, for a total value of $371,015.65. Following the completion of the transaction, the vice president owned 87,602 shares of the company’s stock, valued at approximately $2,755,082.90. The trade was a 11.87% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 28,797 shares of company stock worth $911,916. 4.98% of the stock is currently owned by company insiders.

Trending Headlines about Geo Group

Here are the key news stories impacting Geo Group this week:

• Positive Sentiment: Noble Financial raised its Q4 and FY2026 EPS estimates to $0.40 and $1.45, respectively, and maintained an “Outperform” rating. Sidoti also lifted its FY2027 and FY2028 forecasts to $2.17 and $2.31 per share, suggesting analysts see stronger future earnings potential. Analyst estimate updates
• Positive Sentiment: GEO’s rise was attributed in part to a sector-wide rally, providing a supportive market backdrop but not necessarily reflecting a company-specific development. GEO Group Jumps Amid Sector-Wide Rally
• Negative Sentiment: Protesters at GEO Group’s Charlotte headquarters demanded that the company end its ICE detention contracts. The protests could add reputational or political pressure, although the reports do not indicate any immediate change to contracts. Protesters Target GEO Group’s Charlotte Headquarters

Geo Group Company Profile

The GEO Group, Inc. provides government services focused on corrections, detention and community-based supervision. Its services include operating secure facilities and processing centers, managing community reentry programs, and providing electronic monitoring and supervision technology for individuals in the community. The company serves federal, state and local government agencies, primarily in the United States. Its work also includes related services such as secure transportation and support programs for people transitioning from incarceration back into the community.