Jones Trading Cuts Geo Group (NYSE:GEO) Price Target to $33.00

Geo Group (NYSE:GEO) had its price objective cut by Jones Trading from $37.00 to $33.00 in a report issued on Friday morning,Benzinga reports. They currently have a buy rating on the real estate investment trust’s stock.

A number of other equities research analysts have also recently issued reports on GEO. Wall Street Zen upgraded Geo Group from a “hold” rating to a “buy” rating in a research note on Saturday, December 13th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Geo Group in a report on Monday, December 29th. Finally, Zacks Research upgraded shares of Geo Group from a “strong sell” rating to a “hold” rating in a research report on Friday, January 9th. Three investment analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $34.00.

Geo Group Stock Performance

Shares of GEO opened at $14.20 on Friday. The stock has a market capitalization of $1.98 billion, a PE ratio of 7.80 and a beta of 0.73. The business’s fifty day moving average price is $16.51 and its 200 day moving average price is $18.16. The company has a debt-to-equity ratio of 1.10, a current ratio of 2.01 and a quick ratio of 1.62. Geo Group has a 12-month low of $12.81 and a 12-month high of $32.09.

Geo Group (NYSE:GEO) last released its earnings results on Thursday, February 12th. The real estate investment trust reported $0.25 earnings per share for the quarter, meeting the consensus estimate of $0.25. Geo Group had a net margin of 9.67% and a return on equity of 8.36%. The firm had revenue of $707.70 million during the quarter, compared to analyst estimates of $667.23 million. During the same quarter in the previous year, the firm earned $0.13 earnings per share. The firm’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. Equities research analysts forecast that Geo Group will post 0.83 EPS for the current year.

Institutional Trading of Geo Group

Several institutional investors have recently modified their holdings of the company. South Dakota Investment Council boosted its holdings in shares of Geo Group by 454.0% in the second quarter. South Dakota Investment Council now owns 138,500 shares of the real estate investment trust’s stock worth $3,317,000 after buying an additional 113,500 shares during the period. Hodges Capital Management Inc. raised its holdings in shares of Geo Group by 58.1% during the second quarter. Hodges Capital Management Inc. now owns 448,374 shares of the real estate investment trust’s stock valued at $10,739,000 after acquiring an additional 164,760 shares during the period. Y Intercept Hong Kong Ltd purchased a new stake in shares of Geo Group in the 3rd quarter valued at approximately $1,283,000. Federated Hermes Inc. boosted its stake in Geo Group by 1,273.1% in the 3rd quarter. Federated Hermes Inc. now owns 293,151 shares of the real estate investment trust’s stock worth $6,007,000 after purchasing an additional 271,802 shares during the period. Finally, Teacher Retirement System of Texas grew its position in Geo Group by 15.8% during the 2nd quarter. Teacher Retirement System of Texas now owns 281,264 shares of the real estate investment trust’s stock worth $6,736,000 after purchasing an additional 38,275 shares in the last quarter. Institutional investors and hedge funds own 76.10% of the company’s stock.

Geo Group News Roundup

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

• Positive Sentiment: Q4 revenue beat and EPS in line — GEO reported $707.7M of revenue (up 16.5% Y/Y), above consensus, and reported $0.25 EPS in Q4, matching street estimates; revenue strength is the main near-term bullish catalyst. Press Release
• Positive Sentiment: Analyst backing remains — Jones Trading trimmed its price target from $37 to $33 but maintained a “Buy” rating, implying substantial upside from current levels and supporting positive sentiment. Benzinga
• Neutral Sentiment: Leadership change announced — CEO J. David Donahue will retire effective Feb. 28 and founder/executive chairman Dr. George Zoley will return as Chairman & CEO under a new employment agreement; market reaction is mixed (stability/continuity vs. governance questions). Business Wire: Reorganization
• Neutral Sentiment: Full Q4 materials available — earnings press release, slide deck and earnings call transcript are posted, providing detail for analysts and investors to model results and assumptions. Slide Deck Earnings Transcript
• Negative Sentiment: 2026 guidance below consensus — GEO gave FY2026 EPS guidance of $0.99–$1.07 (consensus ~$1.27) and Q1 EPS guidance of $0.17–$0.19 (consensus ~$0.25), which is the primary bearish driver and explains some intra-day pressure despite the revenue beat. Press Release (guidance)
• Negative Sentiment: Legal risk persists — reports that GEO was denied a rehearing in litigation add regulatory/legal overhang that could affect valuation and investor sentiment. CourtHouse News

Geo Group Company 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.