The GEO Group
About: The GEO Group Inc specializes in detention facilities and community reentry centers. It operates in four segments: U.S. Secure Services, which mainly encompasses U.S.-based secure services business; Electronic Monitoring and Supervision Services, which conducts its services in the United States, represents services provided to adults for monitoring services and evidence-based supervision and treatment programs for community-based parolees, probationers, and pretrial defendants; Reentry Services conducts its services in the United States represents services provided to adults for residential and non-residential treatment, educational and community-based programs, pre-release and half-way house programs; and International Services.
Employees: 16,500
0
Funds holding %
of 7,419 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
500% more funds holding in top 10
Funds holding in top 10: 3 [Q3] → 18 (+15) [Q4]
143% more capital invested
Capital invested by funds: $1.39B [Q3] → $3.38B (+$1.99B) [Q4]
110% more first-time investments, than exits
New positions opened: 84 | Existing positions closed: 40
29% more call options, than puts
Call options by funds: $301M | Put options by funds: $234M
17% more funds holding
Funds holding: 239 [Q3] → 279 (+40) [Q4]
8.76% more ownership
Funds ownership: 77.6% [Q3] → 86.35% (+8.76%) [Q4]
11% less repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 87
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$55
95%
upside
Avg. target
$55
95%
upside
High target
$55
95%
upside
2 analyst ratings
2 positive
100%
0 neutral
0%
0 negative
0%
Jones Trading Matthew Erdner 20% 1-year accuracy 2 / 10 met price target | 95%upside $55 | Buy Reiterated | 21 Mar 2025 |
Jones Trading Jason Weaver 19% 1-year accuracy 11 / 58 met price target | 95%upside $55 | Buy Maintained | 3 Mar 2025 |
Financial journalist opinion
Negative
NYTimes
1 week ago
How Geo Group's Surveillance Tech Is Aiding Trump's Immigration Agenda
Geo Group, a private prison firm that makes digital tools to track immigrants, becomes one of the Trump administration's big business winners as its tech is increasingly used in deportations.
Negative
Zacks Investment Research
1 week ago
New Strong Sell Stocks for April 11th
FLYW, GDEN and GEO have been added to the Zacks Rank #5 (Strong Sell) List on April 11, 2025.
Neutral
Business Wire
1 month ago
The GEO Group Announces Contract for Company-Owned 1,800-Bed North Lake Facility in Michigan
BOCA RATON, Fla.--(BUSINESS WIRE)--The GEO Group, Inc. (NYSE: GEO) (“GEO” or the “Company”) announced today that the Company has entered into a contract with U.S. Immigration and Customs Enforcement (“ICE”) for the immediate activation of a federal immigration processing center at the GEO-owned, 1,800-bed North Lake Facility (the “Facility”) in Baldwin, Michigan. Within a few months, GEO and ICE expect to finalize a long-term contract. GEO expects to provide support services for ICE at the Faci.
Neutral
Business Wire
1 month ago
The GEO Group Announces Contract Modification for Company-Owned, 1,328-Bed Karnes ICE Processing Center
BOCA RATON, Fla.--(BUSINESS WIRE)--The GEO Group, Inc. (NYSE: GEO) (“GEO” or the “Company”) announced today that U.S. Immigration and Customs Enforcement (“ICE”) has entered into a contract modification of the current intergovernmental service agreement (“IGSA”) for the GEO-owned, 1,328-bed Karnes ICE Processing Center (the “Center) in Karnes City, Texas to transition the Center from housing adult males only to housing mixed populations. GEO provides support services for ICE at the Center under.
Neutral
Seeking Alpha
1 month ago
The GEO Group, Inc. (GEO) Q4 2024 Earnings Conference Call Transcript
The GEO Group, Inc. (NYSE:GEO ) Q4 2024 Earnings Conference Call February 27, 2025 11:00 AM ET Company Participants Pablo Paez - EVP, Corporate Relations George Zoley - Executive Chairman Mark Suchinski - CFO David Donahue - CEO Wayne Calabrese - President and COO Conference Call Participants Matthew Erdner - JonesTrading Jay McCanless - Wedbush Securities Greg Gibas - Northland Securities Brendan McCarthy - Sidoti Joshua Zoepfel - Noble Capital Markets Jordan Hymowitz - Philadelphia Financial Operator Good day and welcome to The GEO Group Fourth Quarter 2024 Earnings Conference Call. All participants will be in a listen-only mode.
Negative
Zacks Investment Research
1 month ago
Geo Group (GEO) Q4 Earnings and Revenues Lag Estimates
Geo Group (GEO) came out with quarterly earnings of $0.13 per share, missing the Zacks Consensus Estimate of $0.21 per share. This compares to earnings of $0.29 per share a year ago.
Neutral
Business Wire
1 month ago
The GEO Group Awarded 15-Year Contract by U.S. Immigration and Customs Enforcement for Company-Owned, 1,000-Bed Delaney Hall Facility in New Jersey
BOCA RATON, Fla.--(BUSINESS WIRE)--The GEO Group, Inc. (NYSE: GEO) (“GEO” or the “Company”) announced today that it has been awarded a 15-year, fixed-price contract by U.S. Immigration and Customs Enforcement (“ICE”) to provide support services for the establishment of a federal immigration processing center at the company-owned, 1,000-bed Delaney Hall Facility (the “Facility”) in Newark, New Jersey. GEO's support services include the exclusive use of the Facility by ICE, along with security, m.
Neutral
Business Wire
1 month ago
The GEO Group Reports Fourth Quarter and Full Year 2024 Results
BOCA RATON, Fla.--(BUSINESS WIRE)--The GEO Group, Inc. (NYSE: GEO) (“GEO”), a leading provider of contracted support services for secure facilities, processing centers, and reentry centers, as well as enhanced in-custody rehabilitation, post-release support, and electronic monitoring programs, reported today its financial results for the fourth quarter and full year 2024. Fourth Quarter 2024 Highlights Total revenues of $607.7 million Net Income of $15.5 million Net Income Attributable to GEO o.
Positive
Seeking Alpha
2 months ago
GEO: Trump's Immigration Drive Sending The Company's Stock To Stratosphere
President Trump's deregulation policies and immigration reforms have significantly boosted GEO Group's stock, making it a top performer in his 2nd term. GEO Group's history of government contracts and adaptability to political changes position it well for future growth under Trump's administration. The revocation of Biden's executive order and the increased need for detention facilities ensure GEO Group's strategic advantage and potential profitability.
Positive
Seeking Alpha
2 months ago
7 Stocks And 1 ETF I'm Buying As Inflation Is Lower Than It Looks
The January 2025 CPI report shows inflation isn't in a sustained rebound, with temporary factors like shelter CPI, wildfires, and bird flu driving higher-than-expected inflation. The labor market shows mixed signals, with private sector hiring slowing but government hiring and residential construction employment remaining strong. Deportations could change this. The stock market appears richly valued across most sectors, not just the top 10 mega-cap names, warranting caution despite some undervalued opportunities.
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