Northland Securities Lowers Earnings Estimates for Geo Group

Geo Group Inc (The) (NYSE:GEO) – Northland Securities lowered their Q1 2026 earnings estimates for Geo Group in a report issued on Friday, February 13th. Northland Securities analyst G. Gibas now forecasts that the real estate investment trust will earn $0.19 per share for the quarter, down from their previous estimate of $0.26. The consensus estimate for Geo Group’s current full-year earnings is $0.83 per share. Northland Securities also issued estimates for Geo Group’s Q2 2026 earnings at $0.28 EPS, Q3 2026 earnings at $0.36 EPS, Q4 2026 earnings at $0.40 EPS and FY2026 earnings at $1.23 EPS.

Geo Group (NYSE:GEO) last announced its quarterly earnings data 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. Geo Group had a return on equity of 8.36% and a net margin of 9.67%.The business had revenue of $707.70 million for the quarter, compared to analysts’ expectations of $667.23 million. During the same period last year, the firm earned $0.13 earnings per share. The company’s revenue for the quarter was up 16.5% compared to the same quarter last year. 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.

A number of other research analysts also recently commented on the company. Weiss Ratings reiterated a “hold (c)” rating on shares of Geo Group in a report on Monday, December 29th. Zacks Research upgraded shares of Geo Group from a “strong sell” rating to a “hold” rating in a research report on Friday, January 9th. JonesTrading decreased their price objective on shares of Geo Group from $37.00 to $33.00 and set a “buy” rating for the company in a research note on Friday, February 13th. Finally, Wall Street Zen raised Geo Group from a “hold” rating to a “buy” rating in a report on Saturday, December 13th. Three research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $34.00.

Geo Group Price Performance

Shares of GEO opened at $14.57 on Monday. The firm has a market capitalization of $2.03 billion, a price-to-earnings ratio of 8.01 and a beta of 0.73. The firm’s fifty day simple moving average is $16.42 and its 200-day simple moving average is $18.00. Geo Group has a twelve month low of $12.81 and a twelve month high of $32.09. The company has a current ratio of 2.01, a quick ratio of 1.62 and a debt-to-equity ratio of 1.10.

Institutional Inflows and Outflows

Several large investors have recently added to or reduced their stakes in the company. Geneos Wealth Management Inc. increased its position in Geo Group by 245.1% during 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. IFP Advisors Inc purchased a new stake in shares of Geo Group in the fourth quarter valued at approximately $30,000. Bayforest Capital Ltd acquired a new position in Geo Group during the fourth quarter worth $37,000. Daytona Street Capital LLC acquired a new position in Geo Group during the fourth quarter worth $53,000. Finally, NewEdge Advisors LLC raised its position 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 acquiring an additional 839 shares in the last quarter. 76.10% of the stock is owned by hedge funds and other institutional investors.

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.