surgery partners is a leading operator of surgical facilities and ancillary services with more than 180 locations nationwide. we provide exceptional integrated healthcare experiences between our providers and patients. our diverse company operates multiple types of healthcare services dedicated to improving the quality of care in a convenient and cost-effective manner. the support of our ancillary services is one of many unique attributes that differentiate us from our competitors. these services are comprised of a diagnostic laboratory, multi-specialty physician practices, urgent care facilities, anesthesia services, optical services and specialty pharmacy services. our integrated approach to advancing markets allows for flexibility to provide care on an individualized, local market basis. whether entering into a new market with surgical facilities, ancillary services or joint ventures with health systems, or furthering an existing market’s growth potential by focusing on base busines
Company profile
Ticker
SGRY
Exchange
Website
CEO
J. Eric Evans
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
SEC CIK
Corporate docs
Subsidiaries
Advanced Pain Institute Treatment Center, LLC • Advanced Surgery Center, LLC • A&S Management, LLC • Alaska Digestive Center, LLC • Ambulatory Resource Centres Investment Company, LLC • Ambulatory Resource Centres of Washington, LLC • Ambulatory Resource Centres of Wilmington, LLC • Ambulatory Surgery Center of Burley, LLC • Anesthesiology Professional Services, Inc. • Animas Surgical Hospital, LLC ...
SGRY stock data
Latest filings (excl ownership)
8-K
Entry into a Material Definitive Agreement
10 Apr 24
8-K
Surgery Partners, Inc. Announces Pricing of New Senior Notes Offering
26 Mar 24
8-K
Surgery Partners, Inc. Announces New Senior Notes Offering
26 Mar 24
10-K
2023 FY
Annual report
26 Feb 24
8-K
Surgery Partners, Inc. Announces Fourth Quarter and Full Year 2023 Results; Sets 2024 Guidance
26 Feb 24
8-K
Results of Operations and Financial Condition
8 Jan 24
8-K
Entry into a Material Definitive Agreement
19 Dec 23
8-K
Entry into a Material Definitive Agreement
18 Dec 23
424B7
Prospectus with selling stockholder info
18 Dec 23
424B7
Prospectus with selling stockholder info
14 Dec 23
Transcripts
SGRY
Earnings call transcript
2023 Q4
26 Feb 24
SGRY
Earnings call transcript
2023 Q3
7 Nov 23
SGRY
Earnings call transcript
2023 Q2
1 Aug 23
SGRY
Earnings call transcript
2023 Q1
1 May 23
SGRY
Earnings call transcript
2022 Q4
1 Mar 23
SGRY
Earnings call transcript
2022 Q3
8 Nov 22
SGRY
Earnings call transcript
2022 Q2
2 Aug 22
SGRY
Earnings call transcript
2022 Q1
3 May 22
SGRY
Earnings call transcript
2021 Q4
1 Mar 22
SGRY
Earnings call transcript
2021 Q3
3 Nov 21
Latest ownership filings
4
BRENT TURNER
5 Apr 24
4
Teresa DeLuca
5 Apr 24
4
CLIFFORD G ADLERZ
5 Apr 24
4
John A Deane
5 Apr 24
4
Patricia Anne Maryland
5 Apr 24
4
David T Doherty
15 Mar 24
144
Notice of proposed sale of securities
14 Mar 24
4
Jason Eric Evans
13 Mar 24
4
Danielle Burkhalter
13 Mar 24
4
Bradley R. Owens
13 Mar 24
Financial summary
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Diluted EPS |
Annual (USD) | Dec 22 | Dec 21 | Dec 20 | Dec 19 | |
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Institutional ownership, Q3 2023
13F holders | Current |
---|---|
Total holders | 164 |
Opened positions | 29 |
Closed positions | 36 |
Increased positions | 69 |
Reduced positions | 41 |
13F shares | Current |
---|---|
Total value | 3.91 tn |
Total shares | 172.68 mm |
Total puts | 273.50 k |
Total calls | 371.60 k |
Total put/call ratio | 0.7 |
Largest owners | Shares | Value |
---|---|---|
Bain Capital Investors | 58.25 mm | $1.70 tn |
BCPE Seminole | 36.18 mm | $1.23 bn |
FMR | 18.97 mm | $555.01 bn |
Wellington Management | 8.02 mm | $234.66 bn |
Vanguard | 6.72 mm | $196.52 bn |
BLK Blackrock | 5.44 mm | $159.12 bn |
Durable Capital Partners | 5.37 mm | $157.17 bn |
Clearbridge Advisors | 5.28 mm | $154.38 bn |
IVZ Invesco | 3.60 mm | $105.43 bn |
NN | 2.42 mm | $24.75 mm |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
14 Mar 24 | David T Doherty | Common Stock | Sell | Dispose S | No | No | 28.59 | 721 | 20.61 k | 95,719 |
13 Mar 24 | Evans Jason Eric | Common Stock | Sell | Dispose S | No | No | 29.71 | 4,840 | 143.80 k | 459,670 |
12 Mar 24 | Baldock Jennifer | Common Stock | Sell | Dispose S | No | No | 29.74 | 922 | 27.42 k | 183,644 |
12 Mar 24 | Anthony Taparo | Common Stock | Sell | Dispose S | No | No | 29.87 | 787 | 23.51 k | 102,321 |
12 Mar 24 | Danielle Burkhalter | Common Stock | Sell | Dispose S | No | No | 29.74 | 111 | 3.30 k | 36,354 |
11 Mar 24 | Baldock Jennifer | Common Stock | Sell | Dispose S | No | No | 29.7 | 675 | 20.05 k | 184,566 |
11 Mar 24 | Anthony Taparo | Common Stock | Sell | Dispose S | No | No | 29.54 | 651 | 19.23 k | 103,108 |
11 Mar 24 | Evans Jason Eric | Common Stock | Sell | Dispose S | No | No | 29.44 | 1,984 | 58.41 k | 464,510 |
11 Mar 24 | Danielle Burkhalter | Common Stock | Sell | Dispose S | No | No | 29.59 | 127 | 3.76 k | 36,465 |
News
Cantor Fitzgerald Reiterates Overweight on Surgery Partners, Maintains $43 Price Target
10 Apr 24
Barclays Initiates Coverage On Surgery Partners with Equal-Weight Rating, Announces Price Target of $35
6 Mar 24
Expert Ratings For Surgery Partners
5 Mar 24
Cantor Fitzgerald Reiterates Overweight on Surgery Partners, Maintains $43 Price Target
5 Mar 24
RBC Capital Reiterates Outperform on Surgery Partners, Maintains $49 Price Target
29 Feb 24