The GEO Group: Out Of Favor, But Many Paths To A Partial Rebound

The GEO Group has sold off over 34% despite contract wins and ICE expansion, creating a more attractive entry point. GEO now trades at an EV/EBITDA of 6.8x, down from prior highs, and is positioned for EBITDA growth through at least 2029. Political controversy and ICE backlash continue to weigh on GEO's valuation, but stable ICE funding and aggressive buybacks support upside.

Seeking Alpha • Feb 18, 2026

GEO Stock Down 40%, and One Major Investor Just Cut $6.7 Million From Its Stake

Hodges Capital Management sold 401,146 shares of GEO; the estimated trade size was $6.69 million. Meanwhile, the quarter-end position value declined by $10.64 million, reflecting both trading and stock price movement.

The Motley Fool • Feb 12, 2026

The GEO Group, Inc. (GEO) Q4 2025 Earnings Call Transcript

The GEO Group, Inc. (GEO) Q4 2025 Earnings Call Transcript

Seeking Alpha • Feb 12, 2026

The GEO Group Reports Fourth Quarter and Full Year 2025 Results

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.

Business Wire • Feb 12, 2026

Geo Group (GEO) Q4 Earnings Match Estimates

Geo Group (GEO) came out with quarterly earnings of $0.25 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.13 per share a year ago.

Zacks Investment Research • Feb 12, 2026

The GEO Group Announces Corporate Reorganization

BOCA RATON, Fla.--(BUSINESS WIRE)--The GEO Group, Inc. (NYSE: GEO) (“GEO” or the “Company”) announced today that GEO's Chief Executive Officer, J. David Donahue, has notified the Company of his retirement, effective February 28, 2026. GEO further announced that the Company's Founder and Executive Chairman, Dr. George C. Zoley, will return to the position of Chairman and Chief Executive Officer under an amended employment agreement effective March 1, 2026 through April 2, 2029. Dr. Zoley founded.

Business Wire • Feb 12, 2026

The GEO Group Announces Expansion of Revolving Credit Facility by $100 Million

BOCA RATON, Fla.--(BUSINESS WIRE)--The GEO Group, Inc. (NYSE: GEO) (“GEO” or the “Company”) announced today the closing of an amendment to the Company's Amended Credit Agreement to increase GEO's Revolving Credit Facility commitments from $450 million to $550 million, effective January 20, 2026. George C. Zoley, Executive Chairman of GEO, said, “We are pleased with this recent amendment to upsize our Revolving Credit Facility, which provides us with enhanced balance sheet flexibility while rema.

Business Wire • Jan 22, 2026

The GEO Group Announces Date for Fourth Quarter 2025 Earnings Release and Conference Call

BOCA RATON, Fla.--(BUSINESS WIRE)--The GEO Group, Inc. (NYSE:GEO) ("GEO") will release its fourth quarter 2025 financial results on Thursday, February 12, 2026 before the market opens. GEO has scheduled a conference call and simultaneous webcast for 1:00 PM (Eastern Time) on Thursday, February 12, 2026. Hosting the call for GEO will be George Zoley, Executive Chairman of the Board, J. David Donahue, Chief Executive Officer, and Mark Suchinski, Chief Financial Officer. To participate in the tele.

Business Wire • Jan 20, 2026

Why One Fund Slashed the Vast Majority of Its GEO Group Stake as the Stock Slipped 40%

New York City-based Shay Capital sold 927,016 shares of GEO Group in the third quarter. The overall position value fell by about $22.75 million from the previous period.

The Motley Fool • Dec 29, 2025

The GEO Group Awarded Contract by U.S. Immigration and Customs Enforcement for Provision of Skip Tracing Services

BOCA RATON, Fla.--(BUSINESS WIRE)--The GEO Group, Inc. (NYSE: GEO) (“GEO” or the “Company”) announced today that its wholly-owned subsidiary, BI Incorporated (“BI”), has been awarded a contract by U.S. Immigration and Customs Enforcement (“ICE”) for the provision of skip tracing services. Skip tracing services entail enhanced location research with identifiable information, commercial data verification, and physical observation to verify current address information and investigate alternative a.

Business Wire • Dec 22, 2025