Surgery Partners, Inc. (SGRY)

Price$14.26Cached quote
SGRYNasdaq
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Financial charts

Revenue

Net income

Total cash / debt

CashTotal debt

Financial statements

12 annual periodsNewest to oldest
202520242023202220212020201920182016201520142013
Revenue$3.31B$3.11B$2.74B$2.54B$2.23B$1.86B$1.83B$1.77B$1.15B$959.9M$403.3M$284.6M
Gross profit$765.0M$745.6M$647.5M$574.9M——$423.8M$410.1M$324.2M$290.6M$149.1M$114.8M
Gross margin23.12%23.94%23.60%22.64%——23.14%23.15%28.31%30.27%36.97%40.32%
Operating expenses$2.92B$2.77B$2.42B$2.19B$1.92B$1.68B$1.60B$1.69B$949.0M$815.1M$352.5M$226.4M
Operating income$389.5M$348.8M$328.0M$345.2M$302.2M$183.0M$235.9M$77.8M$196.5M$144.8M$50.8M$58.2M
Operating margin11.77%11.20%11.96%13.59%13.58%9.84%12.88%4.39%17.15%15.08%12.60%20.46%
EBITDA$565.5M$501.4M$446.1M$460.0M$401.0M$277.8M$312.4M$145.2M$236.0M$179.3M$65.9M$69.9M
EBITDA margin17.09%16.10%16.26%18.12%18.02%14.93%17.06%8.20%20.61%18.68%16.33%24.56%
Net income−$77.9M−$168.1M−$11.9M−$54.6M−$70.9M−$116.1M−$74.8M−$205.7M$9.5M$1.4M−$65.9M−$9.1M
Net profit margin−2.35%−5.40%−0.43%−2.15%−3.19%−6.24%−4.08%−11.61%0.83%0.15%−16.34%−3.18%
Basic EPSper basic share-$0.61-$1.33-$0.09-$0.59-$1.12-$3.19-$2.29-$4.96$0.20$0.04-$2.04-$0.28
Diluted EPSper diluted share-$0.61-$1.33-$0.09-$0.59-$1.12-$3.19-$2.29-$4.96$0.20$0.04-$2.04-$0.28

Owners

Reported shareholders

Reference date Jun 30, 2026
Bain Capital Investors LLC · 38.16% of listed shares
38.16%of listed shares
Bain Capital Investors LLC49.95M shares · Jun 30, 2026
View holders
Top 20 reported holders of SGRY
Holder% owned
Bain Capital Investors LLC
38.16%49.95M shares
Jupiter Topco LLC
10.61%13.88M shares
Pentwater Capital Management LP
8.89%11.63M shares
UBS Group AG
6.55%8.57M shares
BlackRock, Inc.
4.77%6.24M shares
KING STREET CAPITAL MANAGEMENT, L.P.
4.63%6.06M shares
T. Rowe Price Investment Management, Inc.
4.52%5.92M shares
DIMENSIONAL FUND ADVISORS LP
3.78%4.94M shares
Clearbridge Investments, LLC
2.92%3.82M shares
VANGUARD PORTFOLIO MANAGEMENT LLC
2.86%3.74M shares
VANGUARD CAPITAL MANAGEMENT LLC
2.68%3.51M shares
Davidson Kempner Capital Management LP
2.55%3.34M shares
HSBC HOLDINGS PLC
2.26%2.96M shares
FMR LLC
1.64%2.15M shares
STATE STREET CORP
1.64%2.14M shares
GEODE CAPITAL MANAGEMENT, LLC
1.62%2.12M shares
NOMURA HOLDINGS INC
1.17%1.53M shares
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
1.12%1.47M shares
LMR Partners LLP
1.04%1.36M shares
MORGAN STANLEY
0.94%1.23M shares

Percentages use 130.89M shares of this listed class outstanding on Jun 30, 2026.

Reported positions exceed 100% in total, so the circle shows the selected holder only.

Source: SEC Form 13F ↗Updated Sep 29, 2026 · Quarterly data

Insider buys & sells

Jul 1, 2024–Jun 30, 2026
Buys0$0.00 disclosed value
Sells (SEC code S)35$7.23M disclosed value
35 recent transactions
TransactionInsiderTypeSharesPriceValueOwned after
Mar 16, 2026Form 4Doherty David TChief Financial OfficerSellCommon Stock8.9K$12.50$110.8K221.7K
Mar 16, 2026Form 4Evans Jason EricChief Executive OfficerSellCommon Stock20.4K$12.47$254.4K920.4K
Mar 13, 2026Form 4Burkhalter DanielleChief Human Resources OfficerSellCommon Stock3.5K$12.83$44.5K76.9K
Mar 13, 2026Form 4Brittenham MarissaChief Strategy OfficerSellCommon Stock3.7K$12.54$45.9K94.2K
Mar 12, 2026Form 4Baldock JenniferChief Admin & Dev OfficerSellCommon Stock5.8K$13.17$76.4K326.5K

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