Stock Fundamentals

Company Information

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Company Name
Surgery Partners Inc
Sector
Healthcare
Industry
Medical Care Facilities
Exchange
NASDAQ
ISIN: US86881A1007
CIK: 0001638833
CUSIP: 86881A100
Currency: USD
Full Time Employees: 15,000
Phone: 615 234 5900
Website: https://www.surgerypartners.com
Fiscal Year End: December
IPO Date: Oct 01, 2015
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; and ancillary services, such as 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.

Address:

340 Seven Springs Way, Brentwood, TN, United States, 37027

Directors & Officers

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Name Title Year Born
Mr. J. Eric Evans CEO & Director 1977
Mr. David T. Doherty CPA Executive VP & CFO 1972
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 Vice President, COO & National Group President 1985
Mr. Neil C. Zieselman Senior VP of Corporate Finance & Controller 1976
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. Danielle Burkhalter Executive VP & Chief Human Resources Officer 1985

Institutional Holders

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Holder Name Shares Date Reported % Out Value % Change
Bain Capital Investors LLC 49.95M Sep 30, 2025 38.62% $32.25 0.00%
HHG PLC 13.04M Sep 30, 2025 10.08% $0.13 0.63%
Pentwater Capital Management LP 10.00M Dec 31, 2025 7.73% $0.81 -14.39%
King Street Capital Management LP 9.34M Sep 30, 2025 7.22% $8.65 50.04%
Vanguard Group Inc 7.57M Dec 31, 2025 5.85% $0.00 -0.64%
FMR Inc 6.58M Dec 31, 2025 5.08% $0.01 -37.30%
BlackRock Inc 5.66M Sep 30, 2025 4.37% $0.00 -2.97%
Dimensional Fund Advisors, Inc. 4.91M Dec 31, 2025 3.79% $0.02 0.95%
ClearBridge Advisors, LLC 4.24M Sep 30, 2025 3.28% $0.07 -0.78%
Glenview Capital Management LLC 3.86M Dec 31, 2025 2.98% $1.21 51.49%
UBS Group AG 3.69M Sep 30, 2025 2.85% $0.01 50.57%
Davidson Kempner Capital Management LP 2.37M Dec 31, 2025 1.83% $0.58 0.00%
Geode Capital Management, LLC 1.93M Sep 30, 2025 1.49% $0.00 0.82%
State Street Corp 1.85M Sep 30, 2025 1.43% $0.00 -0.06%
Amvescap Plc. 1.76M Sep 30, 2025 1.36% $0.01 4.53%
Irenic Capital Management LP 1.13M Sep 30, 2025 0.88% $2.57 339.69%
UBS Asset Mgmt Americas Inc 1.05M Sep 30, 2025 0.81% $0.00 -10.04%
Morgan Stanley - Brokerage Accounts 997.18K Sep 30, 2025 0.77% $0.00 80.06%
Charles Schwab Investment Management Inc 990.65K Dec 31, 2025 0.77% $0.00 6.45%
HSBC Holdings PLC 945.83K Sep 30, 2025 0.73% $0.01 8,495.32%

Shares Statistics

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Shares Outstanding: 129.34M
Shares Float: 56.37M
% Insiders: 180.30%
% Institutions: 12,139.30%
Short % Float: 26.60%

🏆 Top 10 Institutional Holders

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Rank Holder Name Shares Held % of Shares Change Date Reported
1 Bain Capital Investors LLC 49.95M 38.62% ▲ 0.00% Sep 30, 2025
2 HHG PLC 13.04M 10.08% ▲ 0.63% Sep 30, 2025
3 Pentwater Capital Management LP 10.00M 7.73% ▼ 14.39% Dec 31, 2025
4 King Street Capital Management LP 9.34M 7.22% ▲ 50.04% Sep 30, 2025
5 Vanguard Group Inc 7.57M 5.85% ▼ 0.64% Dec 31, 2025
6 FMR Inc 6.58M 5.08% ▼ 37.30% Dec 31, 2025
7 BlackRock Inc 5.66M 4.37% ▼ 2.97% Sep 30, 2025
8 Dimensional Fund Advisors, Inc. 4.91M 3.79% ▲ 0.95% Dec 31, 2025
9 ClearBridge Advisors, LLC 4.24M 3.28% ▼ 0.78% Sep 30, 2025
10 Glenview Capital Management LLC 3.86M 2.98% ▲ 51.49% Dec 31, 2025

Valuation Metrics

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Enterprise Value: $5.67B
Trailing P/E: 0.00
Forward P/E: 18.28

Financial Highlights

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Market Cap: $2.00B
EBITDA: $669.00M
PEG Ratio: $1.66
Book Value: $13.50
Earnings/Share: $-1.36
Profit Margin: -5.21%
Operating Margin: 16.45%
ROA (TTM): 4.19%
ROE (TTM): 0.66%
Revenue (TTM): $3.29B
Revenue/Share (TTM): $25.94
Earnings Growth (YOY): 0.00%
Revenue Growth (YOY): 6.60%

Stock Price History

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1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Download Financials (Excel)

Financial Charts

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Revenue & Net Income (Yearly)

Revenue & Net Income (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Earnings Per Share (EPS) History

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Financial Ratios (Yearly)

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Financial Ratios (Quarterly)

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Earnings History

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Balance Sheet (Yearly)

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Financial Ratios

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Date Current Ratio Debt/Equity Debt/Assets Interest Coverage Debt/EBITDA
2024-12-31 1.79x 1.91x 0.54x 1.73x 6.80x
2023-12-31 1.71x 1.42x 0.51x 1.70x 6.31x
2022-12-31 1.87x 1.33x 0.51x 1.47x 5.78x
2021-12-31 1.76x 2.74x 0.62x 1.37x 7.43x
2020-12-31 1.44x 5.26x 0.70x 0.91x 10.42x
2019-12-31 1.32x 3.78x 0.66x 1.32x 8.45x
2018-12-31 1.68x 5.75x 1.00x 0.53x 16.08x
2017-12-31 1.86x 3.34x 1.00x 1.34x 8.69x
2016-12-31 1.94x 149.04x 1.00x 1.95x 5.88x
2015-12-31 1.72x -311.90x 1.00x 1.43x 21.15x
2014-12-31 1.90x -5.16x 0.88x 0.82x 20.67x
2013-12-31 1.94x -4.12x 1.03x 1.77x 6.12x
2012-12-31 N/A N/A N/A 2.12x 0.00x
2011-12-31 N/A N/A N/A N/A N/A

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Sep 04, 2025 Harrison R Bane N/A Sale 9.34K $22.48 $209.94K
Aug 11, 2025 Teresa Deluca N/A Sale 20.02K $22.74 $455.21K
Mar 10, 2025 David T Doherty N/A Sale 6.73K $24.02 $161.73K
Mar 10, 2025 Marissa Brittenham N/A Sale 3.16K $24.09 $76.03K

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