Geo Group (NYSE:GEO) Price Target Cut to $33.00 by Analysts at Jones Trading

Geo Group (NYSE:GEO) had its price target reduced by stock analysts at Jones Trading from $37.00 to $33.00 in a report released on Friday,Benzinga reports. The brokerage presently has a “buy” rating on the real estate investment trust’s stock. Jones Trading’s price objective suggests a potential upside of 145.52% from the company’s previous close.

Other research analysts have also issued reports about the company. Wall Street Zen raised Geo Group from a “hold” rating to a “buy” rating in a research report on Saturday, December 13th. Weiss Ratings restated a “hold (c)” rating on shares of Geo Group in a research report on Monday, December 29th. Finally, Zacks Research raised Geo Group from a “strong sell” rating to a “hold” rating in a research note on Friday, January 9th. Three investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $34.00.

Geo Group Price Performance

Geo Group stock opened at $13.44 on Friday. Geo Group has a 12 month low of $12.81 and a 12 month high of $32.09. The company has a current ratio of 1.62, a quick ratio of 1.62 and a debt-to-equity ratio of 1.02. The company has a market capitalization of $1.87 billion, a PE ratio of 7.91 and a beta of 0.73. The stock has a 50-day moving average price of $16.57 and a two-hundred day moving average price of $18.34.

Geo Group (NYSE:GEO) last announced its quarterly earnings results on Thursday, February 12th. The real estate investment trust reported $0.25 earnings per share (EPS) for the quarter, meeting the consensus estimate of $0.25. The firm had revenue of $707.70 million during the quarter, compared to analysts’ expectations of $667.23 million. Geo Group had a net margin of 9.41% and a return on equity of 7.42%. The company’s revenue was up 16.5% on a year-over-year basis. During the same period in the prior year, the company posted $0.13 EPS. Geo Group has set its Q1 2026 guidance at 0.170-0.190 EPS and its FY 2026 guidance at 0.990-1.070 EPS. Analysts expect that Geo Group will post 0.83 EPS for the current year.

Hedge Funds Weigh In On Geo Group

Several institutional investors have recently added to or reduced their stakes in GEO. Renaissance Technologies LLC grew its position in shares of Geo Group by 604.6% during the 4th quarter. Renaissance Technologies LLC now owns 131,691 shares of the real estate investment trust’s stock worth $2,123,000 after buying an additional 113,000 shares during the period. Dimensional Fund Advisors LP boosted its holdings in shares of Geo Group by 17.4% in the 4th quarter. Dimensional Fund Advisors LP now owns 79,416 shares of the real estate investment trust’s stock worth $1,280,000 after buying an additional 11,776 shares during the last quarter. EntryPoint Capital LLC purchased a new stake in Geo Group in the fourth quarter worth $250,000. Federated Hermes Inc. increased its stake in shares of Geo Group by 6.8% in the fourth quarter. Federated Hermes Inc. now owns 312,959 shares of the real estate investment trust’s stock worth $5,045,000 after purchasing an additional 19,808 shares in the last quarter. Finally, Swiss National Bank lifted its holdings in Geo Group by 2.2% during the 4th quarter. Swiss National Bank now owns 279,000 shares of the real estate investment trust’s stock worth $4,497,000 after purchasing an additional 6,000 shares in the last quarter. 76.10% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Geo Group

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

• Positive Sentiment: Q4 revenue beat and year-over-year growth: GEO reported Q4 revenue of $707.7M (up 16.5% YoY), topping analyst estimates and showing improving top-line momentum. Business Wire: Q4 Results
• Positive Sentiment: Founder returns as CEO: Founder and Executive Chairman Dr. George C. Zoley will resume the CEO role effective March 1, 2026, which investors may view as a stabilizing move given his long tenure. Business Wire: Corporate Reorganization
• Neutral Sentiment: EPS in line with estimates: GEO reported GAAP EPS of $0.25, matching consensus and up from $0.13 a year ago—earnings met expectations but didn’t surprise to the upside. Zacks: Earnings Match
• Negative Sentiment: Guidance well below Street expectations: GEO set FY‑2026 EPS guidance of $0.99–$1.07 (consensus ~$1.27) and Q1 EPS of $0.17–$0.19 (consensus ~$0.25), and provided revenue ranges slightly below/staggering versus estimates — the guidance cut is the primary driver of the stock weakness. Business Wire: Guidance
• Negative Sentiment: Legal and reputational pressures persist: A denied rehearing on an injunction and ongoing litigation/activist shareholder criticisms (including disputes over human-rights related votes) increase operational and reputational risk. Courthouse News: No Rehearing
• Negative Sentiment: Market reaction reflects mixed print: Several outlets note shares moved down after the release as weak guidance outweighed the revenue beat. Investing.com: Market Reaction

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.