The GEO Group (GEO)
Operates secure and reentry facilities while providing electronic monitoring and transportation under government contracts.
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Earns government-contract revenue by owning, leasing, and managing secure facilities, processing centers, and reentry sites, while providing electronic monitoring, supervision, and secure transportation. U.S. federal agencies supply most revenue, tying facility utilization and service volumes to public policy, appropriations, occupancy, and contract renewals.
Owns, leases, and manages secure facilities, immigration processing centers, and community reentry sites, while providing secure transportation and correctional health services. The four reported lines are U.S. Secure Services, Electronic Monitoring and Supervision Services, Reentry Services, and International Services.
Pairs owned and leased capacity with managed-only contracts and handles facility design, financing, development, and reactivation after awards. BI supplies GPS, radio-frequency, and alcohol-monitoring technology alongside case management; reentry programs add residential services, treatment, and education. International operations center on Australia and South Africa, with UK transportation provided through the GEOAmey joint venture.
Government customers drive the business, with U.S. federal agencies providing most revenue. Contract renewals, policy, appropriations, occupancy, per-diem rates, and compliance requirements determine facility utilization and economics.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Jun 26, 2026 | Northland Securities | Target | Target: — | Target: $40 |
| Nov 11, 2024 | Noble Capital Markets | Downgrade |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $57.1M · Total debt $1.61B · Total assets $3.74B · Shareholders' equity $1.52B
- Revenue
- $732.1M
- Operating income
- $101.7M
- Net income
- $47.5M
No dividends on record.
| Institutions | 96.38% | 126.86M shares | |
|---|---|---|---|
| 314 holders · as of Jun 30, 2026 | |||
| Insiders | 4.07% | 5.35M shares | |
| 23 holders · as of Sep 15, 2026 | |||
| Adds to | 100.45% | ||
131.62M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
These groups come from separate filings that can overlap, so they add to 100.45%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 14.67% | 19.31M | as of Jun 30, 2026 |
Pentwater Capital Management LPInstitution | 8.04% | 10.58M | as of Jun 30, 2026 |
Barrow, Hanley, Mewhinney & Strauss, LLCInstitution | 6.05% | 7.97M | filed Feb 11, 2019 |
UBS Group AGInstitution | 5.81% | 7.65M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 5.64% | 7.43M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 11, 2026 | Matthew Albence | officer: Senior VP, Client Relations | −11,797 | $31.46 |
| Aug 21, 2026 | Ronald A. Brack | officer: See Remarks | −7,000 | $32.00 |
| Aug 20, 2026 | Matthew Albence | officer: Senior VP, Client Relations | −10,000 | $31.69 |
| Aug 13, 2026 | Lindsay L. Koren | director | −3,500 | $31.31 |
| Mar 4, 2026 | Scott Michael Kernan | director | −6,633 | $15.24 |
