River Road Asset Management LLC Has $10.04 Million Stock Holdings in Geo Group Inc (The) $GEO

River Road Asset Management LLC boosted its holdings in shares of Geo Group Inc (The) (NYSE:GEO) by 7.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 622,904 shares of the real estate investment trust’s stock after purchasing an additional 40,894 shares during the quarter. River Road Asset Management LLC owned about 0.45% of Geo Group worth $10,041,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Turiya Advisors Asia Ltd acquired a new position in shares of Geo Group during the third quarter worth approximately $115,664,000. Barrow Hanley Mewhinney & Strauss LLC acquired a new stake in shares of Geo Group in the third quarter worth $88,625,000. Rubric Capital Management LP grew its stake in shares of Geo Group by 139.5% in the third quarter. Rubric Capital Management LP now owns 2,986,915 shares of the real estate investment trust’s stock worth $61,202,000 after acquiring an additional 1,739,522 shares during the last quarter. UBS Group AG increased its position in 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 acquiring an additional 1,300,139 shares during the period. Finally, Cooper Creek Partners Management LLC increased its position in Geo Group by 32.7% during 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 during the period. Institutional investors and hedge funds own 76.10% of the company’s stock.

Analyst Ratings Changes

Several research firms recently commented on GEO. Wall Street Zen cut shares of Geo Group from a “buy” rating to a “hold” rating in a research note on Saturday, February 28th. JonesTrading decreased their price target on shares of Geo Group from $37.00 to $33.00 and set a “buy” rating on the stock in a research report on Friday, March 20th. Finally, Weiss Ratings upgraded shares of Geo Group from a “hold (c)” rating to a “hold (c+)” rating in a report on Tuesday, June 9th. Two investment analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat, Geo Group presently has a consensus rating of “Moderate Buy” and an average target price of $34.50.

Geo Group Price Performance

Shares of NYSE:GEO opened at $29.23 on Friday. Geo Group Inc has a 1-year low of $12.51 and a 1-year high of $29.64. The firm has a market capitalization of $3.91 billion, a PE ratio of 14.84 and a beta of 0.87. The business’s 50 day moving average is $22.48 and its 200-day moving average is $18.39. The company has a current ratio of 1.75, a quick ratio of 1.75 and a debt-to-equity ratio of 1.06.

Geo Group (NYSE:GEO) last released its quarterly earnings data on Wednesday, May 6th. The real estate investment trust reported $0.29 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.19 by $0.10. The business had revenue of $705.21 million for the quarter, compared to analysts’ expectations of $688.89 million. Geo Group had a return on equity of 9.43% and a net margin of 10.00%.Geo Group’s quarterly revenue was up 16.6% on a year-over-year basis. During the same period in the previous year, the business posted $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. Sell-side analysts predict that Geo Group Inc will post 1.2 earnings per share for the current year.

Geo Group 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.