The GEO Group, Inc.

The GEO Group, Inc.

GEOยทNYSE

$23.60

+1.1%
IndustrialsSecurity & Protection Services

The GEO Group, Inc. engages in the ownership, leasing, and management of secure facilities, reentry facilities, and processing centers in the United States, Australia, and South Africa. It operates through four segments: U.S. Secure Services, Electronic Monitoring and Supervision Services, Reentry Services, and International Services. The company provides counseling, education, and treatment for alcohol and drug abuse problems at various facilities; and compliance technologies for monitoring services, and evidence-based supervision and treatment programs for community-based parolees, probationers, and pretrial defendants. It also offers secure facility management services, including security, administrative, rehabilitation, education, and food services at secure services facilities; reentry services comprising supervision of individuals in community-based programs and reentry centers, and provision of temporary housing, programming, employment assistance, and other services; and supervision and reporting services that improves the participation of non-detained aliens in the immigration court system. In addition, the company provides secure transportation services; and rehabilitation services, such as evidence-based, including cognitive behavioral treatment and post-release services, as well as academic and vocational classes in life skills and treatment programs under the GEO Continuum of Care platform; and develops new facilities based on contract, as well as designs, constructs, and finances the facilities. The GEO Group, Inc. was founded in 1984 and is headquartered in Boca Raton, Florida.

At a Glance

Live Snapshot
Market Cap$3.15B
EPS1.8500
P/E Ratio12.76
Earnings Date08/05/2026
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The GEO Group, Inc. Street Expectations Map

GEO ยท NYSE

Wall Street analysts project that GEO stock may experience modest gains over the coming 12 months. The consensus 1-year price target stands at 24.50, with estimates ranging from a low of 14.00 to a high of 35.00.

Lowest Target
14.00
-40.68%
Consensus Target
24.50
3.81%
Highest Target
35.00
48.31%

The consensus 1-year price target stands at 24.50, with estimates ranging from a low of 14.00 to a high of 35.00.

Analyst Consensus Analysis

Upside Potential

+3.8%

Fair value territory. Stock trading near consensus target suggests limited near-term catalysts. Focus on fundamental developments.

Analyst Agreement

85.7% spread

High uncertainty. Very wide target spread indicates significant disagreement among analystsโ€”major valuation uncertainty or transformation underway.

Risk-Reward Profile

1.19x

Balanced risk-reward. Upside and downside potential relatively symmetric. Suitable for moderate risk tolerance with conviction in thesis.

Analyst Conviction

Low

High uncertainty: Wide dispersion indicates analysts struggle to agree on valuationโ€”proceed with caution and independent analysis.

Market Sentiment Insight

Extreme uncertainty: Massive dispersion in price targets reflects fundamental disagreement on business trajectory. This could signal transformation, disruption, or complex valuationโ€”requires deep sector expertise and contrarian mindset.

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The GEO Group, Inc. Forward Estimates of Revenue

GEO ยท NYSE
Latest Revenue
2.63B
FY 2025
Avg Estimate
3.00B
FY 2026
Estimate Range
2.98B - 3.02B
Analyst Spread

Forward Growth Analysis

Projected Growth+13.9%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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The GEO Group, Inc. Forward Estimates of Net Income

GEO ยท NYSE
Latest Net Income
254.37M
FY 2025
Avg Estimate
172.22M
FY 2026
Estimate Range
168.65M - 175.80M
Analyst Spread

Forward Growth Analysis

Projected Growth-32.3%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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The GEO Group, Inc. Forward Estimates of EPS

GEO ยท NYSE
Latest EPS
1.85
FY 2025
Avg Estimate
$1.23
FY 2026
Estimate Range
$1.21 - $1.26
Analyst Spread

Forward Growth Analysis

Projected Growth-33.6%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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The GEO Group, Inc. Forward Estimates of EBIT

GEO ยท NYSE
Latest EBIT
500.55M
FY 2025
Avg Estimate
444.39M
FY 2026
Estimate Range
441.42M - 447.37M
Analyst Spread

Forward Growth Analysis

Projected Growth-11.2%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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The GEO Group, Inc. Forward Estimates of EBITDA

GEO ยท NYSE
Latest EBITDA
631.09M
FY 2025
Avg Estimate
606.06M
FY 2026
Estimate Range
602.00M - 610.11M
Analyst Spread

Forward Growth Analysis

Projected Growth-4.0%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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The GEO Group, Inc. Forward Estimates of SG&A Expense

GEO ยท NYSE
Latest SG&A Expense
235.94M
FY 2025
Avg Estimate
257.82M
FY 2026
Estimate Range
256.10M - 259.55M
Analyst Spread

Forward Growth Analysis

Projected Growth+9.3%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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The GEO Group, Inc. Insider Positioning

GEO ยท NYSE

During the last 12 months, insiders have sold $4.21M worth of GEO shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

0

0.00

Sold

6.6K

101.09K

Net Activity

-101K

-$101K

6-9 Months

Bought

0

0.00

Sold

93.5K

1.95M

Net Activity

-2.0M

-$1.95M

9-12 Months

Bought

0

0.00

Sold

102.7K

2.16M

Net Activity

-2.2M

-$2.16M

Top Buyers

No buying activity

Top Sellers

1
ZGC

Zoley George C

Director, Officer: Executive Chairman

196.2K sharesโ€ข7 transactions

$4.11M

2
KSM

Kernan Scott Michael

Director

6.6K sharesโ€ข1 transactions

$101K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $4.21M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Insider Participation

High Selling

2 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.