Core Insights - GEO Group is a prominent provider of secure facility management and community reentry services, utilizing an integrated approach to meet the needs of government clients seeking comprehensive correctional solutions [1] Financial Performance - As of the latest report, GEO shares were priced at $16.31, reflecting a 42% decline over the past year, significantly underperforming the S&P 500, which increased by approximately 15% during the same period [2] - The latest quarter showed a reported net income of $173.9 million and earnings of $1.24 per diluted share, a substantial increase from $26.3 million and $0.19 per share, respectively; however, much of this increase was attributed to a $232 million pre-tax gain on asset divestitures, leading to an adjusted net income of $0.25 per share [3] - Third-quarter revenue rose to $682.3 million, up from $603.1 million, with adjusted EBITDA remaining stable at $120.1 million [4] Strategic Moves - Management has increased its share repurchase authorization to $500 million while continuing to reduce leverage on the balance sheet [4] - GEO Group has secured over $460 million in newly awarded annualized contract revenue expected to normalize in 2026, primarily related to ICE facilities and electronic monitoring services [4] Market Position and Risks - The company operates in a politically sensitive and contract-dependent environment, with earnings subject to fluctuations based on asset sales, litigation reserves, and policy changes [5] - A significant fund reduced its stake in GEO Group, selling 927,016 shares during the third quarter, which indicates a strategic risk management approach rather than panic [2][5]

The GEO Group, Inc. (NYSE:GEO) is one of the Stocks That Could Mint Millionaires in 2026. The GEO Group (GEO): Lawmakers Mention Firm in Letter to Homeland Pixabay/Public Domain The GEO Group, Inc. (NYSE:GEO) was recently mentioned in a letter sent earlier this week to the inspectors general for the Department of Homeland Security and the Department of Defense by a group of Democrats led by Massachusetts Senator Elizabeth Warren and Maryland Representative Jamie Raskin, with the lawmakers expressing con ...

The GEO Group, Inc. (NYSE:GEO) is among the best US stocks to buy under $20. As of November 26, The GEO Group, Inc. (NYSE:GEO) is a consensus Buy with all analysts covering it assigning a Buy or equivalent rating. With a consensus 1-year median price target of $37, the stock has an upside of over 137%. On November 10, Joe Gomes, an analyst at Noble Financial, reaffirmed the ‘Buy’ rating on The GEO Group, Inc. (NYSE:GEO), with a price target of $35, which suggests an upside potential of over 120%. busines ...

The GEO Group Inc. (NYSE:GEO) is one of the best upside stocks to buy now. On November 8, JonesResearch lowered the firm’s price target on GEO Group to $37 from $50 with a Buy rating on the shares. The firm noted that the company has started to show a trajectory toward over $3 billion in annualized revenue for the full-year 2026, driven by upcoming contracts and monitoring services. At the same time, the firm revised its financial estimates downward to account for slower growth than previously expected. D ...

Gold equivalent production of 13,832 Gold Equivalent Ounces (“GEO”) at AISC of $1,915/oz during Q3 2025Adjusted EBITDA of $11.8 million for Q3 2025Cash $16.5 million Partial hedge expires end December increasing future gold sale pricesFull year guidance of 50,000-55,000 GEO maintained: Underground mining production to ramp up in the fourth quarter 20,000 metre exploration program expanded by 50,000 metres with additional rigs to arrive in the fourth quarterSignificant progress at both the Lagoa Salgada and ...

Core Insights - GEO Group is experiencing a challenging period with litigation issues and a softened earnings outlook, despite securing record contracts and better-than-expected third-quarter results [1][6]. Company Overview - GEO Group is a leading provider of secure facility management and community reentry services, with a diversified revenue base across the U.S. and international markets [5]. - The company serves federal, state, and local government agencies, focusing on correctional, law enforcement, and immigration authorities [5]. - As of the latest market close, GEO's stock price is $15.58, with a market capitalization of $2.2 billion, revenue of $2.5 billion, and net income of $238.1 million for the trailing twelve months (TTM) [4]. Recent Developments - Apis Capital Advisors sold 394,000 shares of GEO during the third quarter, reducing its stake to 860,000 shares valued at $17.6 million [2][8]. - This sale represents 3.9% of Apis Capital Advisors' reportable assets under management (AUM), indicating a significant shift as GEO is no longer among the top five holdings [3][8]. - GEO's shares have declined 44% over the past year, underperforming the S&P 500, which has increased by 13% during the same period [3]. Financial Performance - GEO's revenue increased by 13% year-over-year, but the company has tightened its fourth-quarter guidance, projecting GAAP net income of $0.23 to $0.27 per share on revenue between $651 million and $676 million [9]. - The company recorded a $37.7 million non-cash reserve related to litigation claims involving detainees in custody [9]. - Despite these challenges, management highlights significant growth drivers for 2026, including 6,000 newly contracted ICE beds and expanded transportation services [9].

Company Overview - The GEO Group operates as a leading provider of diversified correctional, detention, and community reentry services, serving government clients across multiple countries [4] - The company generates revenue primarily through long-term contracts with government agencies for facility operation, electronic supervision, and community-based reentry programs [5] - GEO's competitive position is supported by its broad geographic footprint, contract-based revenue streams, and specialized expertise in security and compliance solutions [4] Recent Developments - On November 10, 2025, Turiya Advisors Asia Ltd disclosed a new position in The GEO Group, acquiring 5,644,900 shares valued at approximately $115.66 million, representing 30.62% of the fund's reportable U.S. equity assets under management [2][6] - As of November 11, 2025, GEO shares were priced at $14.84, reflecting a 44.0% decline over the past year and underperforming the S&P 500 by 55.68 percentage points [3] Financial Metrics - The GEO Group reported a total revenue of $2.42 billion and a net income of $31.97 million for the trailing twelve months [3] - The company's market capitalization stands at $2.07 billion [3] Investment Sentiment - Turiya Advisors Asia's significant investment in GEO suggests a belief that the company's fundamentals may be undervalued compared to the prevailing market narrative [8] - The investment reflects a view that growing contract activity and cash generation will prove more durable than the political and legal challenges facing the company [11] Business Model and Strategy - GEO's business model is anchored in long-term, contracted revenue from federal, state, and local agencies, managing secure correctional and detention facilities while expanding electronic monitoring and community-based services [9] - Recent quarters have shown increased revenue driven by new and reactivated contracts, indicating a robust pipeline of contracted cash flows that can support debt reduction and capital returns [9]

Core Insights - The GEO Group, Inc generates revenue primarily through long-term contracts with government agencies for facility operation, electronic supervision, and community-based reentry programs [1] - The company operates as a leading provider of diversified correctional, detention, and community reentry services, leveraging an integrated service model [2] - Turiya Advisors Asia Ltd initiated a new position in GEO, acquiring 5,644,900 shares valued at approximately $115.66 million, representing 30.62% of the fund's U.S. equity assets under management [3][4] - The investment by Turiya Advisors Asia reflects a belief that GEO's fundamentals may be undervalued compared to the prevailing market sentiment [5][8] Company Overview - GEO operates secure facility management, reentry services, electronic monitoring, and rehabilitation programs across the United States, Australia, and South Africa [4] - The company has a broad geographic footprint and contract-based revenue streams, which support its competitive position in the market [2][6] - Recent quarters have shown increased revenue driven by new and reactivated contracts, particularly with ICE [6] Financial Performance - As of November 11, 2025, GEO's shares were priced at $14.84, down 44.0% over the past year, underperforming the S&P 500 by 55.68 percentage points [3] - The investment by Turiya Advisors Asia indicates a significant allocation of capital, suggesting confidence in GEO's future cash generation capabilities [5][8] Market Position and Risks - GEO's business model is anchored in long-term, contracted revenue from government agencies, despite operating in a sector that many investors avoid [6] - The company faces substantial risks, including legal challenges and policy shifts that could impact its operations [7]

The GEO Group, Inc. (NYSE:GEO) is among the 13 Most Undervalued Stocks Under $20 to Buy. On November 7, Jones Trading slashed the stock’s price target to $37 from $50, citing the company’s slow growth as the reason behind the adjustment. Jones Trading Slashes The GEO Group, Inc. (NYSE:GEO)'s Price Target To $37, Maintains Buy Rating Despite the downward revision, the new price target reflects a 142% upside potential. Moreover, the firm said that it has a positive outlook for all business segments of the ...

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