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

Geo Group (NYSE:GEO) updated its second quarter 2026 earnings guidance on Wednesday. The company provided earnings per share guidance of 0.250-0.290 for the period, compared to the consensus earnings per share 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.

Analyst Ratings Changes

A number of equities research analysts recently commented on the company. Weiss Ratings restated a “hold (c)” rating on shares of Geo Group in a research report on Friday, March 27th. JonesTrading cut their price objective 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. Finally, Wall Street Zen lowered Geo Group from a “buy” rating to a “hold” rating in a research note on Saturday, February 28th. Two research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $34.50.

Geo Group Trading Up 0.4%

Shares of GEO traded up $0.08 during trading hours on Friday, hitting $21.30. 405,132 shares of the stock traded hands, compared to its average volume of 2,251,865. The business has a fifty day moving average of $17.06 and a 200-day moving average of $16.47. The firm has a market capitalization of $2.83 billion, a PE ratio of 10.80 and a beta of 0.82. Geo Group has a 1-year low of $12.51 and a 1-year high of $27.90. The company has a current ratio of 1.75, a quick ratio of 2.01 and a debt-to-equity ratio of 1.06.

Geo Group (NYSE:GEO) last announced its quarterly earnings data on Wednesday, May 6th. The real estate investment trust reported $0.29 EPS for the quarter, topping analysts’ consensus estimates of $0.19 by $0.10. The firm had revenue of $705.21 million during the quarter, compared to analyst estimates of $688.89 million. Geo Group had a return on equity of 9.43% and a net margin of 10.00%.The company’s revenue was up 16.6% on a year-over-year basis. During the same period last year, the company earned $0.14 earnings per share. 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. Analysts expect that Geo Group will post 1.18 EPS for the current year.

Insider Buying and Selling at Geo Group

In related news, Director Scott Michael Kernan sold 6,633 shares of the business’s 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 directly 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 transaction was disclosed in a filing with the SEC, which is available at this link. 4.98% of the stock is currently owned by company insiders.

More Geo Group News

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

• Positive Sentiment: Q1 results beat and management raised full‑year outlook — investors cheered an adjusted EPS beat and a lifted FY26 outlook, which triggered the recent >20% rally. GEO Group stock up as Q1 earnings beat, 2026 guidance raised
• Positive Sentiment: Sidoti raised FY2026 and several quarter estimates — Sidoti bumped FY2026 EPS to $1.18 (from $1.04) and increased some quarterly forecasts (Q2/Q4/ Q4‑2027 tweaks), reflecting stronger results and a higher outlook (supportive for the stock).
• Neutral Sentiment: Company projecting 2026 revenue of ~$2.95B–$3.1B and is discussing potential ICE facility sales — this could be strategic portfolio management but its financial impact depends on assets sold and timing. GEO projects 2026 revenue while discussing potential ICE facility sales
• Neutral Sentiment: Q1 earnings call/transcript available for detail — for investors wanting line‑item color on margins, contract dynamics and capital allocation, read the call summary/transcript. The GEO Group, Inc. Q1 2026 Earnings Call Summary
• Negative Sentiment: Some brokers trimmed near‑term and FY26 estimates — Northland and Noble cut several quarterly forecasts (Q2–Q4 2026 and FY2026 revisions), which introduces mixed analyst sentiment and could pressure short‑term expectations.
• Negative Sentiment: Reputational/legal risk: local reports of abuses at ICE facilities and critical headlines — a UW report on a Washington ICE facility and coverage of defensive CEO comments on lawsuits raise political & litigation risk that can hurt valuation and contract prospects. UW report: WA ICE facility rife with abuses CEO comments on lawsuits

Institutional Trading of Geo Group

Institutional investors and hedge funds have recently made changes to their positions in the business. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its stake in Geo Group by 4.6% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 75,766 shares of the real estate investment trust’s stock worth $2,213,000 after acquiring an additional 3,309 shares during the last quarter. NewEdge Advisors LLC raised its holdings in Geo Group by 81.9% in 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 period. United Services Automobile Association bought a new position in shares of Geo Group during the first quarter worth $260,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its holdings in shares of Geo Group by 168.0% in 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 valued at $8,324,000 after buying an additional 178,622 shares during the period. Finally, Invesco Ltd. grew its holdings in shares of Geo Group by 4.2% in the 2nd quarter. Invesco Ltd. now owns 1,308,817 shares of the real estate investment trust’s stock valued at $31,346,000 after buying an additional 52,623 shares during the period. Institutional investors own 76.10% of the company’s stock.

About Geo Group

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.