Surgery Partners (SGRY)

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

1M 3M 6M 1Y

Analyst ratings and price targets

Last 3 months

Average target

$32.33

Low target

$28.00

High target

$35.00

Latest filings (excl ownership)

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8-K

Surgery Partners, Inc. Confirms Receipt of Non-Binding Acquisition Proposal from Bain Capital

28 Jan 25

8-K

Names Laura L. Forese, MD to Board of Directors

12 Nov 24

Surgery Partners, Inc. Announces Third Quarter 2024 Results

12 Nov 24

8-K

Changes in Registrant's Certifying Accountant

6 Aug 24

Surgery Partners, Inc. Announces Second Quarter 2024 Results

6 Aug 24

8-K

Entry into a Material Definitive Agreement

20 Jun 24

8-K

Submission of Matters to a Vote of Security Holders

7 May 24

Transcripts

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SGRY

Earnings call transcript

2024 Q3

12 Nov 24

SGRY

Earnings call transcript

2024 Q2

6 Aug 24

SGRY

Earnings call transcript

2024 Q1

7 May 24

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 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

Latest ownership filings

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Laura L Forese

17 Jan 25

144

Notice of proposed sale of securities

WELLINGTON MANAGEMENT GROUP LLP

Notice of proposed sale of securities

Financial summary

Financial statements Chart SGRY financial data

Quarter (USD)	Sep 24	Jun 24	Mar 24	Dec 23
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Dec 23	Dec 22	Dec 21	Dec 20
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Cash burn rate (est.)	Burn method: Change in cash		Burn method: Operating income		Burn method: FCF (opex + capex)
	Last Q	Avg 4Q	Last Q	Avg 4Q	Last Q	Avg 4Q
Cash on hand (at last report)	221.80 mm	221.80 mm	221.80 mm	221.80 mm	221.80 mm	221.80 mm
Cash burn (monthly)	(no burn)	1.18 mm	(no burn)	(no burn)	(no burn)	(no burn)
Cash used (since last report)	n/a	4.76 mm	n/a	n/a	n/a	n/a
Cash remaining	n/a	217.04 mm	n/a	n/a	n/a	n/a
Runway (months of cash)	n/a	183.4	n/a	n/a	n/a	n/a

Beta Read what these cash burn values mean

Financial data from company earnings reports.

Institutional ownership, Q3 2024

SGRY institutional ownership history Ownership history

13F holders	Current	Prev Q	Change
Total holders	187	181	+3.3%
Opened positions	37	34	+8.8%
Closed positions	31	32	-3.1%
Increased positions	67	85	-21.2%
Reduced positions	60	44	+36.4%

13F shares	Current	Prev Q	Change
Total value	4.40 tn	3.34 tn	+31.7%
Total shares	169.59 mm	174.37 mm	-2.7%
Total puts	420.20 k	155.30 k	+170.6%
Total calls	129.10 k	210.90 k	-38.8%
Total put/call ratio	3.3	0.7	+342.0%

Largest owners	Shares	Value	Change
Bain Capital Investors	49.95 mm	$1.61 tn	0.0%
BCPE Seminole	30.06 mm	$978.00 mm	0.0%
FMR	18.31 mm	$590.37 bn	+3.1%
Wellington Management	9.85 mm	$317.44 bn	-5.9%
BlackRock	7.65 mm	$246.72 bn	NEW
Vanguard	7.45 mm	$240.06 bn	-0.3%
JHG Janus Henderson	5.50 mm	$177.23 bn	+27.5%
Clearbridge Advisors	4.50 mm	$145.11 bn	-19.4%
Dimensional Fund Advisors	3.01 mm	$97.17 bn	+7.6%
IVZ Invesco	2.77 mm	$89.32 bn	+174.5%

Largest transactions	Shares	Bought/sold	Change
BlackRock	7.65 mm	+7.65 mm	NEW
BLK BlackRock	0.00	-7.64 mm	EXIT
Deerfield Management	1.78 mm	-2.93 mm	-62.2%
Durable Capital Partners	0.00	-2.88 mm	EXIT
IVZ Invesco	2.77 mm	+1.76 mm	+174.5%
King Street Capital Management	1.45 mm	+1.45 mm	NEW
JHG Janus Henderson	5.50 mm	+1.18 mm	+27.5%
Clearbridge Advisors	4.50 mm	-1.08 mm	-19.4%
Norges Bank	0.00	-842.88 k	EXIT
Victory Capital Management	1.33 mm	+777.04 k	+140.4%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

SGRY insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
12 Dec 24	Evans Jason Eric	Common Stock	Option exercise	Acquire M	No	No	11.54	16,500	190.41 k	476,170
12 Dec 24	Evans Jason Eric	Stock Option Common Stock	Option exercise	Dispose M	No	No	11.54	16,500	190.41 k	483,500
4 Sep 24	Harrison R. Bane	Common Stock	Sell	Dispose S	No	No	31.1054	6,325	196.74 k	48,236
1 Sep 24	William Trenton Webb	Common Stock	Grant	Acquire A	No	No	31.95	1,877	59.97 k	57,380
1 Sep 24	Harrison R. Bane	Common Stock	Grant	Acquire A	No	No	31.95	1,251	39.97 k	54,561