Sidoti Weighs in on Geo Group’s Q3 Earnings (NYSE:GEO)

Geo Group Inc (The) (NYSE:GEO) – Analysts at Sidoti raised their Q3 2026 earnings per share (EPS) estimates for shares of Geo Group in a report released on Friday, August 7th. Sidoti analyst B. Mccarthy now anticipates that the real estate investment trust will post earnings per share of $0.36 for the quarter, up from their previous forecast of $0.29. The consensus estimate for Geo Group’s current full-year earnings is $1.30 per share. Sidoti also issued estimates for Geo Group’s Q4 2026 earnings at $0.30 EPS, FY2026 earnings at $1.30 EPS, Q1 2027 earnings at $0.34 EPS, Q2 2027 earnings at $0.42 EPS, Q3 2027 earnings at $0.44 EPS, Q4 2027 earnings at $0.47 EPS and FY2027 earnings at $1.67 EPS.

Geo Group (NYSE:GEO) last issued its quarterly earnings data on Thursday, August 6th. The real estate investment trust reported $0.37 EPS for the quarter, topping the consensus estimate of $0.29 by $0.08. The company had revenue of $732.07 million during the quarter, compared to analyst estimates of $721.43 million. Geo Group had a return on equity of 10.42% and a net margin of 10.31%.Geo Group’s revenue was up 15.1% on a year-over-year basis. During the same quarter in the previous year, the firm earned $0.22 earnings per share.

Several other analysts have also recently weighed in on GEO. Noble Financial restated an “outperform” rating on shares of Geo Group in a research report on Monday. JonesTrading upped their target price on shares of Geo Group from $33.00 to $40.00 and gave the stock a “buy” rating in a research report on Thursday, August 6th. Weiss Ratings raised Geo Group from a “hold (c)” rating to a “hold (c+)” rating in a research note on Tuesday, June 9th. Zacks Research upgraded Geo Group from a “hold” rating to a “strong-buy” rating in a research report on Monday, July 20th. Finally, Wall Street Zen downgraded Geo Group from a “buy” rating to a “hold” rating in a research report on Saturday, July 25th. One equities research analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating and one has assigned a Hold rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Buy” and an average price target of $40.00.

Geo Group Price Performance

GEO stock opened at $30.65 on Monday. The company has a debt-to-equity ratio of 1.00, a current ratio of 1.65 and a quick ratio of 1.65. Geo Group has a one year low of $12.51 and a one year high of $32.25. The stock has a market cap of $4.10 billion, a PE ratio of 14.46, a P/E/G ratio of 1.68 and a beta of 0.79. The firm has a 50 day simple moving average of $29.41 and a two-hundred day simple moving average of $21.84.

Institutional Trading of Geo Group

A number of institutional investors have recently modified their holdings of GEO. Geneos Wealth Management Inc. lifted its position in shares of Geo Group by 245.1% in the 2nd quarter. Geneos Wealth Management Inc. now owns 1,101 shares of the real estate investment trust’s stock worth $26,000 after purchasing an additional 782 shares during the period. Global Retirement Partners LLC purchased a new position in shares of Geo Group during the second quarter valued at about $34,000. Bessemer Group Inc. increased its position 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 valued at $29,000 after buying an additional 910 shares during the period. IFP Advisors Inc bought a new position in Geo Group in the fourth quarter worth about $30,000. Finally, NewEdge Advisors LLC raised its stake 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 buying an additional 839 shares in the last quarter. 76.10% of the stock is currently owned by hedge funds and other institutional investors.

Geo Group News Roundup

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

• Positive Sentiment: Strong-buy momentum recognition: GEO was added to Zacks’ Rank #1 (Strong Buy) momentum list, potentially attracting additional momentum-oriented investors. Best Momentum Stocks to Buy for August 10th
• Positive Sentiment: Price strength and earnings growth: GEO was highlighted among stocks showing recent price gains alongside earnings growth, reinforcing the bullish technical and fundamental narrative. 5 Stocks With Recent Price Strength to Tap August Rally
• Positive Sentiment: Higher earnings expectations: Northland Securities raised its estimate for GEO’s third-quarter earnings, suggesting greater confidence in near-term profitability. Geo Group Q3 EPS Estimate Boosted by Northland Securities
• Positive Sentiment: Analyst review: Sidoti weighed in on GEO’s upcoming third-quarter results, keeping attention focused on the company’s earnings outlook. Sidoti Weighs in on Geo Group’s Q3 Earnings
• Positive Sentiment: Profitable growth outlook: The latest earnings call reportedly pointed to profitable growth, complementing GEO’s recent revenue expansion and earnings beat. Geo Group Inc Earnings Call Signals Profitable Growth
• Positive Sentiment: Industry demand: Rising immigration detentions are contributing to increased revenue opportunities for private-prison operators, including GEO. Private prisons announce $1.4 billion in revenue as immigration detentions climb
• Negative Sentiment: Regulatory and reputational risk: A New Jersey Attorney General investigation into alleged civil-rights violations at Delaney Hall could create legal, operational and reputational risks for GEO. NJ AG launches probe of alleged Delaney Hall civil rights violations

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.