GEO Group Management
Management criteria checks 1/4
GEO Group's CEO is George Zoley, appointed in Mar 2026, has a tenure of less than a year. total yearly compensation is $15.00M, comprised of 7.7% salary and 92.3% bonuses, including company stock and options. directly owns 3.02% of the company’s shares, worth $75.85M. The average tenure of the management team and the board of directors is 1.2 years and 4.8 years respectively.
Key information
George Zoley
Chief executive officer
US$15.0m
Total compensation
| CEO salary percentage | 7.65% |
| CEO tenure | less than a year |
| CEO ownership | 3.0% |
| Management average tenure | 1.2yrs |
| Board average tenure | 4.8yrs |
Recent management updates
Recent updates
GEO: ICE Detention Spending And 2026 Guidance Will Support Future Upside Potential
Analysts have trimmed their price targets on GEO Group, with reductions such as from $35 to $28, reflecting slower than anticipated growth following recent Q4 results and 2026 guidance updates. Analyst Commentary Bullish analysts are trimming price targets on GEO Group, but are still signaling confidence in the company’s long term execution and growth potential despite the slower than anticipated trajectory implied by Q4 results and 2026 guidance.
GEO: Slower Guidance And Leadership Shifts Set Up Future Detention Upside
Analysts have reduced GEO Group's fair value estimate to $27 from $35, reflecting updated expectations for slower growth and lower profit margins following recent guidance. Analyst Commentary Bearish analysts have moved to lower GEO Group's valuation anchors, pointing to slower growth expectations and pressure on profit margins after the latest quarter and 2026 guidance.GEO: ICE Detention Spending And 2026 Guidance Will Reset Earnings Expectations
Analysts have reduced their price expectations for GEO Group, with recent updates lowering targets to $28. This reflects slower than anticipated growth following the company’s Q4 results and 2026 guidance.GEO: ICE Detention Spending Upside Will Drive 2026 Earnings Repricing
Analysts have reduced the fair value estimate for GEO Group from $35.00 to $33.00, citing slower than anticipated growth, as reflected in recent price target cuts and updated earnings assumptions. Analyst Commentary Bullish analysts are framing the recent fair value and price target revisions as a recalibration after updated Q4 results and 2026 guidance, rather than a shift away from a constructive long term view on GEO Group.
GEO: ICE Detention Spending And Buybacks Will Support Path Toward $3b Revenue
Analysts have trimmed their fair value estimate for GEO Group to $29.50 from $32.25, citing slower than anticipated growth, as reflected in recent price target cuts and updated assumptions for the discount rate, revenue growth, profit margin and future P/E. Analyst Commentary Recent Street research has generally aligned with the trimmed fair value estimate, with price targets recalibrated after the company issued Q4 results and 2026 guidance that pointed to slower than previously assumed growth.The GEO Group: Out Of Favor, But Many Paths To A Partial Rebound
Feb 18GEO: ICE Detention Spending And Leadership Shift Will Shape 2026 Earnings
Analysts have trimmed their fair value estimate for GEO Group by $2 to $35, citing updated assumptions for growth, profitability, and a lower future P/E multiple reflected in recent Street research. Analyst Commentary Bullish analysts are framing the latest target changes as a recalibration rather than a shift in view on GEO Group’s underlying thesis.GEO: Upcoming Contracts And Monitoring Programs Will Underpin 2026 Earnings Profile
Analysts have trimmed their price target on GEO Group to US$37 from US$50, citing revised growth estimates and a softer profit outlook, even as they continue to highlight potential revenue from upcoming contracts and monitoring programs. Analyst Commentary Bullish analysts are framing the lower US$37 price target as a reset rather than a reversal in their view on GEO Group.GEO: Upcoming Contracts And Monitoring Will Support Path Toward $3B Revenue
Narrative Update Analysts cut their price target on GEO Group by $13 to $37, citing revised estimates that reflect slower than expected growth toward the projected $3b+ in annualized revenue from upcoming contracts and monitoring. They still expressed a positive view on all business segments, including the Intensive Supervision Appearance Program opportunity.GEO: Upcoming Monitoring Contracts Will Drive Path Toward $3B Annualized Revenue
Analysts have modestly lowered their price target on GEO Group, trimming expectations by approximately $13 per share to reflect slower than expected growth. They are still emphasizing long term revenue potential from upcoming contracts and monitoring programs.GEO Will Benefit From Upcoming Contracts And Monitoring Expansion By 2026
Analysts have reduced their price target on GEO Group to $37.00 from $50.00, citing slower than previously expected revenue growth and profitability, despite continued optimism about the company’s long term contract and monitoring opportunities. Analyst Commentary Bullish analysts emphasize that the revised $37.00 price target still implies meaningful upside from current trading levels, arguing that the market has not fully reflected GEO Group’s multi year contract pipeline and expanding monitoring footprint in its valuation.GEO: Upcoming Monitoring And Contract Wins Will Drive Revenue Expansion By 2026
Analysts have modestly trimmed their price target on GEO Group, reflecting a recalibration toward slower near term growth. They continue to highlight multi year contract wins and monitoring opportunities that could support the path to more than $3 billion in annualized revenue and underpin an updated fair value estimate of approximately $32.25 per share.GEO: Upcoming Contracts Will Significantly Boost Annual Revenue By 2026
Analysts have lowered their price target for GEO Group from $34.25 to $32.25. They cite revised estimates that reflect slower-than-expected growth, although there remains continued optimism around new contract opportunities and segment performance.GEO Group's (NYSE:GEO) Solid Profits Have Weak Fundamentals
Nov 14
GEO: New Contracts Will Drive Annualized Revenue Past $3 Billion
Analysts have lowered their price target for GEO Group from $39 to $34.25 per share, citing slower-than-expected revenue growth and profit margins based on recent research updates. However, they remain optimistic about the company's long-term opportunities.Federal Funding Will Expand ICE Facility Activations
Analyst sentiment on GEO Group is mixed, with bulls citing favorable immigration policy momentum and likely funding increases while bears flag slower growth in alternatives to detention, resulting in the consensus price target holding steady at $39.00. Analyst Commentary Bullish analysts expect significant demand tailwinds for GEO Group due to major U.S. immigration policy proposals, including anticipated funding increases for detention and monitoring services.Earnings Beat: The GEO Group, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models
Aug 08GEO Group (NYSE:GEO) Has A Somewhat Strained Balance Sheet
Jul 10Investors Will Want GEO Group's (NYSE:GEO) Growth In ROCE To Persist
Jun 22Investors Can Find Comfort In GEO Group's (NYSE:GEO) Earnings Quality
May 14The GEO Group, Inc.'s (NYSE:GEO) Business Is Yet to Catch Up With Its Share Price
Apr 27GEO Group (NYSE:GEO) Is Experiencing Growth In Returns On Capital
Mar 22The GEO Group: The Stock Has Re-Priced And No Longer Offers Attractive Risk/Reward
Mar 21The GEO Group, Inc. Just Missed Earnings - But Analysts Have Updated Their Models
Mar 04These 4 Measures Indicate That GEO Group (NYSE:GEO) Is Using Debt Extensively
Feb 25GEO Group: Shares Have Gotten Ahead Of Growth Potential
Feb 10The GEO Group, Inc. (NYSE:GEO) Stock Rockets 34% As Investors Are Less Pessimistic Than Expected
Jan 18The GEO Group: Further Upside Potential From Trump's Immigration Policy
Jan 13When Should You Buy The GEO Group, Inc. (NYSE:GEO)?
Dec 31We Like These Underlying Return On Capital Trends At GEO Group (NYSE:GEO)
Dec 16Are Investors Undervaluing The GEO Group, Inc. (NYSE:GEO) By 31%?
Dec 04The GEO Group, Inc.'s (NYSE:GEO) P/E Is Still On The Mark Following 28% Share Price Bounce
Oct 29GEO Group: Financial Deterioration Amid Debt Reduction Focus
Oct 24
Calculated Contracts And Legislative Developments Fuel Growth In Managed Services And Tech Solutions
New contracts with ICE and in Australia are poised to drive revenue growth in the managed-only segment from increased contract activations.We Like These Underlying Return On Capital Trends At GEO Group (NYSE:GEO)
Sep 05We Think You Can Look Beyond GEO Group's (NYSE:GEO) Lackluster Earnings
Aug 15Shareholders Should Be Pleased With The GEO Group, Inc.'s (NYSE:GEO) Price
Aug 13GEO Group: Golden Opportunity Following The 32% Selloff
Aug 06CEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| Dec 31 2025 | US$15m | US$1m | US$254m |
| Sep 30 2025 | n/a | n/a | US$237m |
| Jun 30 2025 | n/a | n/a | US$88m |
| Mar 31 2025 | n/a | n/a | US$31m |
| Dec 31 2024 | US$6m | US$1m | US$30m |
| Sep 30 2024 | n/a | n/a | US$36m |
| Jun 30 2024 | n/a | n/a | US$30m |
| Mar 31 2024 | n/a | n/a | US$89m |
| Dec 31 2023 | US$6m | US$1m | US$89m |
| Sep 30 2023 | n/a | n/a | US$103m |
| Jun 30 2023 | n/a | n/a | US$114m |
| Mar 31 2023 | n/a | n/a | US$134m |
| Dec 31 2022 | US$6m | US$1m | US$142m |
| Sep 30 2022 | n/a | n/a | US$65m |
| Jun 30 2022 | n/a | n/a | US$62m |
| Mar 31 2022 | n/a | n/a | US$53m |
| Dec 31 2021 | US$11m | US$1m | US$70m |
| Sep 30 2021 | n/a | n/a | US$126m |
| Jun 30 2021 | n/a | n/a | US$136m |
| Mar 31 2021 | n/a | n/a | US$137m |
| Dec 31 2020 | US$2m | US$1m | US$113m |
| Sep 30 2020 | n/a | n/a | US$139m |
| Jun 30 2020 | n/a | n/a | US$146m |
| Mar 31 2020 | n/a | n/a | US$151m |
| Dec 31 2019 | US$6m | US$1m | US$167m |
Compensation vs Market: George's total compensation ($USD15.00M) is above average for companies of similar size in the US market ($USD7.12M).
Compensation vs Earnings: George's compensation has increased by more than 20% in the past year.
CEO
George Zoley (75 yo)
less than a year
Tenure
US$14,996,950
Compensation
Dr. George C. Zoley, Ph D., founded The Geo Group, Inc. (formerly known as Wackenhut Corrections Corp.) in 1984 and was its Executive Chairman since July 1, 2021 until March 01, 2026 and also serves as its...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Founder | less than a year | US$15.00m | 3.02% $ 75.8m | |
| Consultant | less than a year | US$1.92m | 0.20% $ 5.2m | |
| Senior Vice President of Secure Services | 1.3yrs | US$1.80m | 0.018% $ 454.2k | |
| Senior VP & CFO | 17.1yrs | US$1.45m | 0.032% $ 794.9k | |
| Executive VP | 19yrs | no data | 0.072% $ 1.8m | |
| Executive VP | no data | no data | no data | |
| Senior VP | less than a year | no data | 0.029% $ 726.5k | |
| Chief Compliance Officer & Controller of Financial Reporting | 1.4yrs | no data | 0.00040% $ 10.1k | |
| Senior Vice President of Human Resources | no data | no data | 0.077% $ 1.9m | |
| Consultant | 1.1yrs | US$2.08m | 0.11% $ 2.8m | |
| Executive Vice President of Corporate Relations | no data | no data | no data | |
| Executive Vice President of Client Relations | no data | no data | no data |
1.2yrs
Average Tenure
60.5yo
Average Age
Experienced Management: GEO's management team is not considered experienced ( 1.2 years average tenure), which suggests a new team.
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Founder | 38.3yrs | US$15.00m | 3.02% $ 75.8m | |
| Independent Director | 11.8yrs | US$303.76k | 0.061% $ 1.5m | |
| Lead Independent Director | 4.8yrs | US$395.00k | 0.019% $ 479.3k | |
| Independent Director | 7.6yrs | US$345.00k | 0.031% $ 767.8k | |
| Independent Director | 4.3yrs | US$312.51k | 0.019% $ 479.3k | |
| Independent Director | 3.3yrs | US$318.76k | 0.0060% $ 150.1k | |
| Independent Director | 1.8yrs | US$323.04k | 0.0011% $ 27.2k |
4.8yrs
Average Tenure
61yo
Average Age
Experienced Board: GEO's board of directors are considered experienced (4.8 years average tenure).
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/04/30 11:52 |
| End of Day Share Price | 2026/04/30 00:00 |
| Earnings | 2025/12/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
|
|
| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
| |
| Key Developments | 10 years |
|
* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
The GEO Group, Inc. is covered by 14 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Manav Patnaik | Barclays |
| Ryan Meliker | Canaccord Genuity |
| Tan Wei | Deutsche Bank |