Geo Group (NYSE:GEO) Sets New 1-Year High – What’s Next?

Geo Group Inc (The) (NYSE:GEO)’s stock price reached a new 52-week high during trading on Wednesday . The stock traded as high as $32.48 and last traded at $31.8770, with a volume of 12731 shares traded. The stock had previously closed at $31.29.

Geo Group News Roundup

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

• Positive Sentiment: GEO reported second-quarter 2026 earnings of $0.37 per share, compared with the $0.28-$0.29 analyst consensus, while revenue rose 15.1% year over year to $732.1 million, exceeding estimates of approximately $721.4 million. Geo Group Q2 Earnings Snapshot
• Positive Sentiment: The company raised or established full-year 2026 EPS guidance at $1.27-$1.32, above the $1.22 consensus, and forecast revenue of $3.0-$3.1 billion. Third-quarter EPS guidance of $0.35-$0.37 also exceeds consensus of $0.30. GEO Reports Second-Quarter Results and Updates Guidance
• Positive Sentiment: GEO outlined 2026 net income guidance of $168 million-$175 million and said it is targeting additional ICE facility activations by the end of 2026. New facilities, including a Colorado site preparing to hire workers, could provide future occupancy and revenue growth. GEO Outlines 2026 Guidance and ICE Facility Activations
• Positive Sentiment: JonesTrading raised its price target on GEO from $33 to $40 and maintained a Buy rating, signaling increased confidence in the company’s earnings outlook and detention-services demand. JonesTrading Raises GEO Price Target
• Neutral Sentiment: Fourth-quarter EPS guidance of $0.28-$0.31 is below the $0.33 consensus, creating a modest near-term counterpoint to the stronger full-year and third-quarter outlook. GEO Q2 Earnings and Operational Updates
• Negative Sentiment: Members of Congress demanded answers from ICE and GEO regarding alleged violations at the Moshannon Valley Processing Center. Any resulting investigations, operating restrictions or reputational damage could increase costs and pressure government-contract growth. Questions Regarding Alleged Moshannon Valley Violations

Analyst Upgrades and Downgrades

A number of equities analysts recently issued reports on the stock. Wall Street Zen downgraded shares of Geo Group from a “buy” rating to a “hold” rating in a research note on Saturday, July 25th. Weiss Ratings upgraded Geo Group from a “hold (c)” rating to a “hold (c+)” rating in a report on Tuesday, June 9th. Northland Securities increased their target price on Geo Group from $30.00 to $40.00 and gave the stock an “outperform” rating in a research report on Friday, June 26th. Zacks Research upgraded Geo Group from a “hold” rating to a “strong-buy” rating in a research report on Monday, July 20th. Finally, JonesTrading increased their price objective on Geo Group from $33.00 to $40.00 and gave the stock a “buy” rating in a report on Thursday. One investment analyst has rated the stock with a Strong Buy rating, two have given a Buy rating and one has assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Buy” and a consensus price target of $40.00.

Geo Group Stock Down 3.5%

The company has a quick ratio of 1.75, a current ratio of 1.75 and a debt-to-equity ratio of 1.06. The company has a fifty day simple moving average of $29.11 and a 200 day simple moving average of $21.65. The firm has a market capitalization of $4.05 billion, a P/E ratio of 15.40, a P/E/G ratio of 1.87 and a beta of 0.79.

Geo Group (NYSE:GEO) last issued its earnings results on Thursday, August 6th. The real estate investment trust reported $0.37 EPS for the quarter, beating the consensus estimate of $0.29 by $0.08. Geo Group had a return on equity of 9.43% and a net margin of 10.00%.The business had revenue of $732.07 million for the quarter, compared to the consensus estimate of $721.43 million. During the same period last year, the business posted $0.22 EPS. The company’s revenue was up 15.1% compared to the same quarter last year. On average, equities analysts expect that Geo Group Inc will post 1.2 EPS for the current fiscal year.

Institutional Inflows and Outflows

Institutional investors have recently bought and sold shares of the company. Vanguard Group Inc. increased its position in shares of Geo Group by 0.7% during the 4th quarter. Vanguard Group Inc. now owns 14,894,927 shares of the real estate investment trust’s stock valued at $240,106,000 after purchasing an additional 98,742 shares during the last quarter. Cooper Creek Partners Management LLC boosted its stake in shares of Geo Group by 14.2% during the 1st quarter. Cooper Creek Partners Management LLC now owns 5,314,006 shares of the real estate investment trust’s stock worth $89,328,000 after acquiring an additional 661,281 shares during the last quarter. State Street Corp increased its stake in shares of Geo Group by 2.6% in 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 in the last quarter. Continental General Insurance Co. raised its holdings in Geo Group by 10.1% in the 4th quarter. Continental General Insurance Co. now owns 4,684,474 shares of the real estate investment trust’s stock worth $75,514,000 after purchasing an additional 430,000 shares during the period. Finally, Goldman Sachs Group Inc. grew its holdings in Geo Group by 6.0% during the fourth quarter. Goldman Sachs Group Inc. now owns 4,608,579 shares of the real estate investment trust’s stock valued at $74,290,000 after purchasing an additional 261,179 shares during the period. Institutional investors own 76.10% of the company’s stock.

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.