Geo Group (NYSE:GEO) Issues Q2 2026 Earnings Guidance

Posted by on May 6th, 2026

Geo Group (NYSE:GEO – Get Free Report) updated its second quarter 2026 earnings guidance on Wednesday. The company provided earnings per share (EPS) guidance of 0.250-0.290 for the period, compared to the consensus estimate of 0.280. The company issued revenue guidance of $715.0 million-$725.0 million, compared to the consensus revenue estimate of $727.8 million. Geo Group also updated its FY 2026 guidance to 1.150-1.250 EPS.

Geo Group Price Performance

Shares of GEO stock opened at $18.39 on Wednesday. The company has a market capitalization of $2.44 billion, a P/E ratio of 10.10 and a beta of 0.82. The company’s 50-day simple moving average is $16.73 and its two-hundred day simple moving average is $16.40. Geo Group has a one year low of $12.51 and a one year high of $31.26. 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 (NYSE:GEO – Get Free Report) last posted 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 firm had revenue of $705.21 million during the quarter, compared to the consensus estimate 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 analysts anticipate that Geo Group will post 1.18 EPS for the current year.

Wall Street Analyst Weigh In

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

Get Our Latest Report on GEO

Insider Activity at Geo Group

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

Institutional Inflows and Outflows

Several hedge funds have recently added to or reduced their stakes in the business. Cooper Creek Partners Management LLC boosted its holdings in Geo Group by 32.7% in the third quarter. Cooper Creek Partners Management LLC now owns 4,974,772 shares of the real estate investment trust’s stock worth $101,933,000 after acquiring an additional 1,224,847 shares in the last quarter. State Street Corp grew its position in Geo Group by 2.6% during the 4th quarter. State Street Corp now owns 4,961,725 shares of the real estate investment trust’s stock worth $79,983,000 after purchasing an additional 126,609 shares during the last quarter. Continental General Insurance Co. increased its stake in Geo Group by 10.1% during the 4th quarter. Continental General Insurance Co. now owns 4,684,474 shares of the real estate investment trust’s stock valued at $75,514,000 after purchasing an additional 430,000 shares in the last quarter. Goldman Sachs Group Inc. raised its holdings in shares of Geo Group by 6.0% in the fourth quarter. Goldman Sachs Group Inc. now owns 4,608,579 shares of the real estate investment trust’s stock worth $74,290,000 after buying an additional 261,179 shares during the last quarter. Finally, UBS Group AG lifted its stake in shares of Geo Group by 56.5% during the third quarter. UBS Group AG now owns 3,603,288 shares of the real estate investment trust’s stock worth $73,831,000 after buying an additional 1,300,139 shares during the period. 76.10% of the stock is owned by institutional investors and hedge funds.

Geo Group Company Profile

(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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