Geo Group (GEO) News Today

Geo Group Inc (The) (NYSE:GEO) shares are trading lower today after management’s reduced guidance for Q3 and FY2025 disappointed investors, outweighing a strong long-term outlook from analysts and a $300 million share repurchase plan.

• Positive Sentiment: Northland Capmk forecasts FY2026 EPS of $1.41 vs. consensus $0.83, signaling stronger future profitability. Northland Capmk FY2026 Outlook
• Positive Sentiment: Board authorized a $300 million share buyback (about 8.2% of outstanding stock), indicating management’s confidence in undervaluation. Share Buyback Program Initiated
• Positive Sentiment: Q2 revenue jumped 5%, beating expectations and underscoring solid underlying performance. Q2 Revenue Jumps 5%
• Positive Sentiment: Anti-immigrant policy tailwinds could drive “unprecedented growth opportunities” for GEO’s detention services. Anti-Immigrant Agenda Growth Opportunities
• Neutral Sentiment: Jones Trading cut its price target on GEO from $50 to $45 but maintained a Buy rating, reflecting mixed analyst views on valuation. Jones Trading Price Target
• Negative Sentiment: FY2025 EPS guidance was lowered to $0.84–$0.94 (consensus $0.949), and Q3 EPS guidance to $0.20–$0.23 (consensus $0.267), fueling investor concern. FY2025 Earnings Guidance Q3 2025 Guidance
• Negative Sentiment: Shares plunged over 11% after the weaker outlook, reflecting a sharp sell-off on lower earnings expectations. Falls 11.46% on Earnings Outlook
• Negative Sentiment: Suspected tuberculosis cases at a GEO-run detention center raise fresh operational and reputational risks. Tuberculosis Cases Reported