SGRY

Surgery Partners Inc

SGRY.US surgerypartners.com + Research + Basket
CIK 0001638833
Employees 16,000
Phone 615 234 5900
Fiscal year end December
IPO Oct 01, 2015
Address 340 Seven Springs Way, Brentwood, TN, United States, 37027
23.22
-0.03 (-0.11%)
USD · NASDAQ
52-week range
11.41
23.37
Trading at 99% of the 52-week range
Market Cap
3.00B
P/E Ratio
0.00
Forward P/E
588.24
Book Value
12.88
Div. Yield
N/A
% Institutions
128.68%
% Insiders
1.82%

1 Year

+1.3%

3 Year

+4.1%

10 Year

+44.3%
Description

Surgery Partners, Inc., together with its subsidiaries, owns and operates a network of surgical facilities and ancillary services in the United States. The company provides ambulatory surgery centers and surgical hospitals that offer non-emergency surgical procedures in various specialties, including orthopedics and pain management, ophthalmology, gastroenterology, and general surgery. It offers emergency departments; ancillary services such as physician practices and diagnostic testing; multi-specialty physician practices; urgent care facilities; and anesthesia services. In addition, it offers single- and multi-specialty facilities. Surgery Partners, Inc. was founded in 2004 and is headquartered in Brentwood, Tennessee.

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People

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Directors & Officers

Name Title Year Born
Mr. J. Eric Evans CEO & Director 1977
Ms. Jennifer B. Baldock J.D. Executive VP and Chief Administrative & Development Officer 1971
Ms. Marissa A. Brittenham Executive VP & Chief Strategy Officer 1985
Mr. Justin R. Oppenheimer Executive VP & COO 1985
Mr. Jon Fredrickson Senior VP & Chief Information Officer NA
Ms. Roxanne Womack Senior VP & Chief Compliance Officer NA
Mr. Spencer Clark General Counsel & Senior VP NA
Ms. Shannon Yarrow Senior Vice President of Managed Care NA
Dr. Tamala Norris-McJunkins B.S.N., CPHQ, R.N. Senior VP & Enterprise Chief Clinical Officer NA
Mr. Brent Jacobs Senior Vice President of Acquisitions & Development NA

Insider Trading

Open insider trading
Date Insider Name Title Transaction Type Shares Price Value SEC
Mar 16, 2026 David T Doherty N/A Sale 8.87K $12.50 $110.84K SEC
Mar 16, 2026 Jason Eric Evans N/A Sale 20.40K $12.47 $254.39K SEC
Mar 13, 2026 Danielle Burkhalter N/A Sale 3.47K $12.83 $44.51K SEC
Mar 13, 2026 Marissa Brittenham N/A Sale 3.66K $12.54 $45.86K SEC
Mar 12, 2026 Jennifer Baldock N/A Sale 5.80K $13.17 $76.36K SEC
Mar 06, 2026 Danielle Burkhalter N/A Sale 7.74K $13.60 $105.21K SEC
Mar 06, 2026 David T Doherty N/A Sale 14.57K $13.84 $201.70K SEC
Mar 06, 2026 Jason Eric Evans N/A Sale 11.46K $13.79 $158.06K SEC
Mar 06, 2026 Jennifer Baldock N/A Sale 10.08K $13.70 $138.12K SEC
Mar 06, 2026 Marissa Brittenham N/A Sale 8.79K $13.70 $120.35K SEC
Mar 06, 2026 William Trenton Webb N/A Sale 272.00 $13.93 $3.79K SEC
Mar 05, 2026 William Trenton Webb N/A Sale 1.79K $13.86 $24.86K SEC
Sep 04, 2025 Harrison R Bane N/A Sale 9.34K $22.48 $209.94K SEC
Aug 11, 2025 Teresa Deluca N/A Sale 20.02K $22.74 $455.21K SEC

Shareholders

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Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
Bain Capital Investors LLC 49.95M Jun 30, 2026 38.15% $17.42 0.00%
Jupiter Topco LLC 13.88M Jun 30, 2026 10.60% $0.10 0.00%
HHG PLC 13.54M Mar 31, 2026 10.34% $0.08 0.02%
Pentwater Capital Management LP 11.63M Jun 30, 2026 8.88% $1.19 -8.10%
UBS Group AG 8.57M Jun 30, 2026 6.55% $0.02 -15.88%
BlackRock Inc 6.24M Jun 30, 2026 4.77% $0.00 10.26%
King Street Capital Management LP 6.06M Jun 30, 2026 4.63% $53.66 -40.78%
T. Rowe Price Investment Management,Inc. 5.92M Jun 30, 2026 4.52% $0.07 203.44%
Dimensional Fund Advisors, Inc. 4.94M Jun 30, 2026 3.78% $0.02 -6.66%
ClearBridge Advisors, LLC 3.82M Jun 30, 2026 2.92% $0.05 -7.16%
Vanguard Portfolio Management, LLC 3.74M Jun 30, 2026 2.86% $0.00 3.01%
Vanguard Capital Management, LLC 3.51M Jun 30, 2026 2.68% $0.00 2.30%
Davidson Kempner Capital Management LP 3.34M Jun 30, 2026 2.55% $0.67 0.00%
HSBC Holdings PLC 2.96M Jun 30, 2026 2.26% $0.02 54.46%
FMR Inc 2.15M Jun 30, 2026 1.64% $0.00 -1.94%
State Street Corp 2.14M Jun 30, 2026 1.64% $0.00 9.58%
Geode Capital Management, LLC 2.12M Jun 30, 2026 1.62% $0.00 5.70%
Nomura Holdings Inc 1.53M Jun 30, 2026 1.16% $0.03 110.87%
UBS Asset Mgmt Americas Inc 1.47M Jun 30, 2026 1.12% $0.00 -7.42%
LMR Partners LLP 1.36M Jun 30, 2026 1.04% $0.09 23.69%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 Janus Henderson Contrarian D 10.82M 8.26% ▲ 0.00% Aug 31, 2026
2 Vanguard MStar Total Stk Mkt Idx Invest 2.48M 1.90% ▲ 0.00% Sep 30, 2026
3 iShares Russell 2000 ETF 2.06M 1.58% ▼ 1.14% Sep 30, 2026
4 Vanguard Small Cap Index 1.77M 1.35% ▼ 1.86% Sep 30, 2026
5 DFA US Small Cap Value I 1.55M 1.19% ▲ 10.48% Aug 31, 2026
6 ClearBridge Small Cap Growth A 1.24M 0.94% ▲ 0.00% Sep 30, 2026
7 Vanguard MStar Small Cap Value Index 1.15M 0.88% ▲ 0.37% Sep 30, 2026
8 ClearBridge Select I 882.02K 0.67% ▼ 14.14% Sep 30, 2026
9 Fidelity Small Cap Index 873.94K 0.67% ▲ 0.90% Jul 31, 2026
10 iShares Russell 2000 Value ETF 747.37K 0.57% ▲ 0.15% Sep 30, 2026

Financial Highlights

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Market Cap: $3.00B
EBITDA: $646.40M
PEG Ratio: $1.66
Book Value: $12.88
Earnings/Share: $-0.69
Profit Margin: -2.63%
Operating Margin: 13.72%
ROA (TTM): 3.67%
ROE (TTM): 2.32%
Revenue (TTM): $3.37B
Revenue/Share (TTM): $26.28
Earnings Growth (YOY): 0.00%
Revenue Growth (YOY): 2.70%

Valuation Metrics

Enterprise Value: $6.85B
Trailing P/E: 0.00
Forward P/E: 588.24

Shares Statistics

Shares Outstanding: 128.87M
Shares Float: 58.75M
% Insiders: 1.82%
% Institutions: 128.68%
Short % Float: 21.69%

Stock Price History

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1 Year Price History

3 Years Price History

10 Years Price History

Max Price History

Financial Charts

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Open balance sheet Open capital intensity Download Financials (Excel)

Revenue, Net Income & Operating Cash Flow (Yearly)

Change % vs Prior Year

Revenue, Net Income & Operating Cash Flow (Quarterly)

Change % vs Prior Quarter

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Income Statement Waterfall

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Open full waterfall Open balance sheet
Line Item
Step Type
Value
Revenue
adjust
$3.31B
Cost of Goods Sold
adjust
$-2.54B
Gross Profit
subtotal
$765.00M
SG&A
adjust
$-522.70M
Operating Income
subtotal
$389.50M
Other / Non-Operating Items
adjust
$-467.40M
Net Income
subtotal
$-77.90M

Earnings Per Share (EPS) History

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Financial Ratios

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📦 Raw API Data (JSON Explorer)

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