BOCA RATON, Fla.--(BUSINESS WIRE)--The GEO Group, Inc. (NYSE: GEO) ("GEO†, "we†or the "Company†), 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 its financial results for the fourth quarter and full year 2025 and issued its initial financial guidance for 2026. Fourth Quarter 2025 Highlights Total revenues of $707.7. ...

Core Insights - Hodges Capital Management Inc. increased its stake in The GEO Group by purchasing 507,012 shares, raising its total position to over 955,000 shares valued at $19.6 million [2][6][8] Company Overview - The GEO Group provides correctional, detention, and community reentry services through secure facilities and supervision programs in the U.S., Australia, and South Africa, primarily generating revenue from long-term government contracts [5] - As of November 6, 2025, GEO's stock price was $15.41, with a market capitalization of $2.14 billion and trailing twelve months (TTM) revenue of $2.53 billion and net income of $237.28 million [4] Financial Performance - GEO reported a 13.1% increase in revenue to $682.3 million for the third quarter, with adjusted earnings per share rising 19% to $0.25 compared to $0.21 in the same period last year [7][10] - Despite revenue and earnings growth, the market reacted negatively to the earnings release, leading to a 10% drop in share price over the following two days, likely due to fourth-quarter guidance concerns [10] Investment Position - The increase in GEO shares by Hodges Capital Management represents 1.7% of its reportable U.S. equity assets under management (AUM) [9] - The fund's top five holdings include significant positions in NASDAQ: WULF, NASDAQ: NVDA, NYSE: UBER, NYSE: TPL, and NYSE: CLF, with GEO being the 15th largest holding [9]