Stock Fundamentals

Company Information

Company Name
Surgery Partners Inc
Sector
Healthcare
Industry
Medical Care Facilities
Exchange
NASDAQ
ISIN: US86881A1007
CIK: 0001638833
CUSIP: 86881A100
Currency: USD
Full Time Employees: 16,000
Phone: 615 234 5900
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; 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.

Address:

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

Directors & Officers

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. W. Trent Webb President of American Group 1980
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

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Mar 16, 2026 David T Doherty N/A Sale 8.87K $12.50 $110.84K
Mar 16, 2026 Jason Eric Evans N/A Sale 20.40K $12.47 $254.39K
Mar 13, 2026 Danielle Burkhalter N/A Sale 3.47K $12.83 $44.51K
Mar 13, 2026 Marissa Brittenham N/A Sale 3.66K $12.54 $45.86K
Mar 12, 2026 Jennifer Baldock N/A Sale 5.80K $13.17 $76.36K
Mar 06, 2026 Danielle Burkhalter N/A Sale 7.74K $13.60 $105.21K
Mar 06, 2026 David T Doherty N/A Sale 14.57K $13.84 $201.70K
Mar 06, 2026 Jason Eric Evans N/A Sale 11.46K $13.79 $158.06K
Mar 06, 2026 Jennifer Baldock N/A Sale 10.08K $13.70 $138.12K
Mar 06, 2026 Marissa Brittenham N/A Sale 8.79K $13.70 $120.35K
Mar 06, 2026 William Trenton Webb N/A Sale 272.00 $13.93 $3.79K
Mar 05, 2026 William Trenton Webb N/A Sale 1.79K $13.86 $24.86K
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

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
Bain Capital Investors LLC 49.95M Mar 31, 2026 38.19% $18.22 0.00%
HHG PLC 13.54M Mar 31, 2026 10.35% $0.08 0.02%
Pentwater Capital Management LP 12.66M Mar 31, 2026 9.68% $0.78 26.55%
King Street Capital Management LP 10.23M Mar 31, 2026 7.82% $37.17 0.00%
UBS Group AG 10.19M Mar 31, 2026 7.79% $0.02 30.60%
Vanguard Group Inc 7.57M Dec 31, 2025 5.78% $0.00 -0.64%
BlackRock Inc 5.66M Mar 31, 2026 4.33% $0.00 -0.53%
Dimensional Fund Advisors, Inc. 5.30M Mar 31, 2026 4.05% $0.01 7.95%
ClearBridge Advisors, LLC 4.12M Mar 31, 2026 3.15% $0.04 -2.61%
Vanguard Portfolio Management, LLC 3.63M Mar 31, 2026 2.77% $0.00 0.00%
Vanguard Capital Management, LLC 3.43M Mar 31, 2026 2.62% $0.00 0.00%
Davidson Kempner Capital Management LP 3.34M Mar 31, 2026 2.55% $0.54 40.69%
FMR Inc 2.19M Mar 31, 2026 1.68% $0.00 -66.67%
Geode Capital Management, LLC 2.00M Mar 31, 2026 1.53% $0.00 3.03%
State Street Corp 1.95M Mar 31, 2026 1.49% $0.00 4.32%
T. Rowe Price Investment Management,Inc. 1.95M Mar 31, 2026 1.49% $0.02 298.18%
HSBC Holdings PLC 1.92M Mar 31, 2026 1.46% $0.01 -50.41%
Glenview Capital Management LLC 1.80M Mar 31, 2026 1.38% $0.54 -53.34%
UBS Asset Mgmt Americas Inc 1.59M Mar 31, 2026 1.22% $0.00 44.42%
The Goldman Sachs Group Inc 1.28M Mar 31, 2026 0.98% $0.00 -34.66%

Shares Statistics

Shares Outstanding: 130.79M
Shares Float: 54.18M
% Insiders: 176.30%
% Institutions: 12,326.10%
Short % Float: 22.94%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 Janus Henderson Contrarian D 12.98M 9.92% ▲ 0.00% Mar 31, 2026
2 Janus Henderson US Opportunistic Alpha 12.98M 9.92% ▲ 0.00% Mar 31, 2026
3 Vanguard Total Stock Mkt Idx Inv 2.45M 1.87% ▲ 0.00% Apr 30, 2026
4 iShares Russell 2000 ETF 1.85M 1.41% ▲ 0.93% May 29, 2026
5 Vanguard Small Cap Index 1.79M 1.37% ▼ 0.46% Apr 30, 2026
6 DFA US Small Cap Value I 1.60M 1.23% ▲ 2.36% Apr 30, 2026
7 ClearBridge Select I 1.59M 1.22% ▲ 0.00% Apr 30, 2026
8 ClearBridge Small Cap Growth 1.40M 1.07% ▼ 3.18% Apr 30, 2026
9 ClearBridge Small Cap Growth A 1.40M 1.07% ▼ 3.18% Apr 30, 2026
10 T. Rowe Price Small-Cap Stock 1.37M 1.05% ▲ 58.63% Apr 30, 2026

Valuation Metrics

Enterprise Value: $7.77B
Trailing P/E: 0.00
Forward P/E: 23.92

Financial Highlights

Market Cap: $2.14B
EBITDA: $652.20M
PEG Ratio: $1.66
Book Value: $13.03
Earnings/Share: $-0.59
Profit Margin: -2.28%
Operating Margin: 10.37%
ROA (TTM): 3.70%
ROE (TTM): 2.75%
Revenue (TTM): $3.34B
Revenue/Share (TTM): $26.19
Earnings Growth (YOY): 0.00%
Revenue Growth (YOY): 4.50%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Financial Charts

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

Financial Ratios

Balance Sheet (Yearly)

Financial Ratios

Date Current Ratio Debt/Equity Debt/Assets Interest Coverage Debt/EBITDA
2025-12-31 1.87x 2.19x 0.57x 1.43x 6.62x
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

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