Northland Securities Lifts Earnings Estimates for Geo Group

Geo Group Inc (The) (NYSE:GEO) – Stock analysts at Northland Securities increased their Q3 2026 earnings per share estimates for shares of Geo Group in a research report issued to clients and investors on Friday, August 7th. Northland Securities analyst G. Gibas now forecasts that the real estate investment trust will post earnings of $0.35 per share for the quarter, up from their prior estimate of $0.31. Northland Securities has a “Outperform” rating and a $40.00 price objective on the stock. The consensus estimate for Geo Group’s current full-year earnings is $1.31 per share. Northland Securities also issued estimates for Geo Group’s Q4 2026 earnings at $0.31 EPS and FY2026 earnings at $1.31 EPS.

Several other equities analysts have also recently commented on the stock. Wall Street Zen cut shares of Geo Group from a “buy” rating to a “hold” rating in a research note on Saturday, July 25th. JonesTrading upped their price target on shares of Geo Group from $33.00 to $40.00 and gave the stock a “buy” rating in a research note on Thursday, August 6th. Noble Financial reiterated an “outperform” rating on shares of Geo Group in a report on Monday. UBS Group reiterated an “outperform” rating on shares of Geo Group in a research note on Monday. Finally, Weiss Ratings upgraded shares of Geo Group from a “hold (c)” rating to a “hold (c+)” rating in a research note on Tuesday, June 9th. One analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating and one has issued a Hold rating to the stock. According to MarketBeat, Geo Group presently has a consensus rating of “Buy” and a consensus price target of $40.00.

Geo Group Stock Performance

GEO stock opened at $31.73 on Monday. The company has a market capitalization of $4.18 billion, a P/E ratio of 14.97, a PEG ratio of 1.68 and a beta of 0.79. The company has a 50-day simple moving average of $29.58 and a 200 day simple moving average of $21.93. Geo Group has a fifty-two week low of $12.51 and a fifty-two week high of $32.62. The company has a quick ratio of 1.65, a current ratio of 1.65 and a debt-to-equity ratio of 1.00.

Geo Group (NYSE:GEO) last released its quarterly earnings results on Thursday, August 6th. The real estate investment trust reported $0.37 earnings per share (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 analysts’ expectations of $721.43 million. Geo Group had a return on equity of 10.42% and a net margin of 10.31%.The company’s revenue for the quarter was up 15.1% compared to the same quarter last year. During the same quarter in the prior year, the business posted $0.22 earnings per share.

Institutional Inflows and Outflows

A number of hedge funds have recently bought and sold shares of GEO. Geneos Wealth Management Inc. grew its holdings in Geo Group by 245.1% during the second quarter. Geneos Wealth Management Inc. now owns 1,101 shares of the real estate investment trust’s stock worth $26,000 after acquiring an additional 782 shares during the period. Global Retirement Partners LLC acquired a new stake in Geo Group in the 2nd quarter valued at about $34,000. Bessemer Group Inc. boosted its position in shares of Geo Group by 111.9% during the 1st quarter. Bessemer Group Inc. now owns 1,723 shares of the real estate investment trust’s stock valued at $29,000 after purchasing an additional 910 shares in the last quarter. IFP Advisors Inc bought a new position in shares of Geo Group during the 4th quarter valued at about $30,000. Finally, NewEdge Advisors LLC boosted its position in shares of Geo Group by 81.9% during the 1st quarter. NewEdge Advisors LLC now owns 1,864 shares of the real estate investment trust’s stock valued at $54,000 after purchasing an additional 839 shares in the last quarter. 76.10% of the stock is owned by institutional investors and hedge funds.

Key Geo Group News

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

• Positive Sentiment: Noble Financial raised its earnings forecasts and maintained an “Outperform” rating. The firm increased its Q3 2026 EPS estimate to $0.35 from $0.31, FY2026 EPS to $1.31 from $1.24, and FY2027 EPS to $1.56 from $1.49. The FY2026 estimate is slightly above the broader $1.30 consensus, suggesting improving expectations for GEO’s profitability. Geo Group analyst estimate coverage
• Positive Sentiment: Momentum-focused investors continue to favor GEO. Zacks included the company in its Rank #1 “Strong Buy” momentum list, citing recent price strength. GEO was also included among stocks showing strong recent gains and earnings growth, which may attract additional short-term buying interest. Zacks momentum stocks article Zacks price strength article
• Positive Sentiment: Recent operating performance provides fundamental support. GEO’s latest reported quarter included EPS of $0.37 versus the $0.29 analyst estimate, while revenue rose 15.1% year over year to approximately $732 million. The earnings beat and higher forward estimates help explain the stock’s continued strength.

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.