Surgery Partners Inc (SGRY)

Sector:
HEALTH CARE
Industry:
HEALTH CARE SERVICES
SIC:
SERVICES-GENERAL MEDICAL & SURGICAL HOSPITALS, NEC
CEO:
J. Eric Evans
Employees:
12,200
310 SEVEN SPRINGS WAY, SUITE 500, BRENTWOOD, TN 37027
615-234-5900

Surgery Partners, Inc. owns and operates a network of surgical facilities and ancillary services in the United States. The company operates through two segments, Surgical Facility Services and Ancillary Services. As of December 31, 2021, it owned or operated a portfolio of 126 surgical facilities, including 108 ambulatory surgical centers.

Data derived from most recent annual or quarterly report
Market Cap 3.669 Billion Shares Outstanding126.477 Million Avg 30-day Volume 613.806 Thousand
P/E Ratio0.0 Dividend Yield0.0 EPS0.15
Price to Revenue2.1531 Debt to Equity0.7761 EBITDA429.8 Million
Price to Book Value2.8394 Operating Margin11.734 Enterprise Value9.223 Billion
Current Ratio1.767 EPS Growth-1.478 Quick Ratio1.368
1 Yr BETA 2.1227 52-week High/Low 45.79 / 20.46 Profit Margin3.2989
Operating Cash Flow Growth4.4728 Free Cash Flow to Firm (FCFF) TTM -142.573 Million Free Cash Flow to Equity (FCFE) TTM1.354 Billion
Altman Z-Score1.5411
Earnings Report2023-11-07
View SEC Filings from SGRY instead.

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Funds Holding SGRY (via 13F filings)

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*Please note that if a filer hasn't submitted a 13F filing for a quarter then the filer's shares will be listed as "Sold All"

Mutual Funds Holding SGRY

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Recent Filings

Events (8k)

  • 8-K: filed on 2023-08-01:
    Item 2.02: Results of Operations and Financial Condition
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2023-06-07:
    Item 5.07: Submission of Matters to a Vote of Security Holders
  • 8-K: filed on 2023-05-01:
    Item 2.02: Results of Operations and Financial Condition
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2023-03-01:
    Item 2.02: Results of Operations and Financial Condition
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2023-01-09:
    Item 2.02: Results of Operations and Financial Condition
  • 8-K: filed on 2022-12-22:
    Item 3.02: Unregistered Sales of Equity Securities
    Item 8.01: Other Events
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2022-11-22:
    Item 1.01: Entry into a Material Definitive Agreement
    Item 3.02: Unregistered Sales of Equity Securities
    Item 8.01: Other Events
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2022-11-08:
    Item 2.02: Results of Operations and Financial Condition
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2022-08-02:
    Item 2.02: Results of Operations and Financial Condition
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2022-05-20:
    Item 5.07: Submission of Matters to a Vote of Security Holders
  • Open Market Buys/Sells Last 60 Days

    Open Market Buys (P)

    none

    Open Market Sells (S)

    6 Thousand total shares from 3 transactions

    Exercise Derivative Conversion (M)

    none

    Current/Former Insiders

    Insider Name Type Last Reported Shares Held Last Reported Date Filings in past year

    BANE HARRISON R. AMERICAN GROUP PRESIDENT

    • Officer
    46,709 2023-09-05 3

    DOHERTY DAVID T CHIEF FINANCIAL OFFICER

    • Officer
    77,535 2023-08-29 6

    EVANS JASON ERIC CHIEF EXECUTIVE OFFICER

    • Officer
    424,898 2023-06-29 7

    OWENS BRADLEY R. NATIONAL GROUP PRESIDENT

    • Officer
    74,189 2023-05-17 5

    DEVEYDT WAYNE S EXEC CHAIRMAN OF THE BOARD

    • Officer
    • Director
    200,000 2023-05-12 2

    BALDOCK JENNIFER CHIEF ADMIN & DEV OFFICER

    • Officer
    169,431 2023-03-13 4

    TAPARO ANTHONY CHIEF GROWTH OFFICER

    • Officer
    95,784 2023-03-13 4

    BURKHALTER DANIELLE CHIEF HUMAN RESOURCES OFFICER

    • Officer
    30,803 2023-03-13 3

    BRITTENHAM MARISSA CHIEF STRATEGY OFFICER

    • Officer
    32,106 2023-03-02 2

    BAIN CAPITAL INVESTORS LLC

    BCPE SEMINOLE GP LLC

    BCPE SEMINOLE HOLDINGS LP

    BAIN CAPITAL PARTNERS XI, L.P.

    BAIN CAPITAL FUND XI, L.P.

    • Director
    • 10% Owner
    58,248,249 2022-11-23 1

    HENDRIX BLAIR E

    • Director
    • 10% Owner
    58,248,249 2022-11-23 1

    O'REILLY T. DEVIN

    • Director
    • 10% Owner
    58,248,249 2022-11-23 1

    TURNER BRENT

    • Director
    57,701 2022-11-21 1

    DELUCA TERESA

    • Director
    47,968 2022-11-21 1

    BROCKLEHURST LAURA L. CHIEF HUMAN RESOURCES OFFICER

    • Officer
    41,424 2022-11-09 1

    GOODWIN GEORGE AMERICAN GROUP PRESIDENT

    • Officer
    27,806 2022-06-06 0

    ADLERZ CLIFFORD G

    • Director
    40,211 2022-05-20 0

    DEANE JOHN A

    • Director
    17,029 2022-05-20 0

    MARYLAND PATRICIA ANNE

    • Director
    7,360 2022-05-20 0

    BAIN CAPITAL INVESTORS LLC

    BCPE SEMINOLE GP LLC

    BCPE SEMINOLE HOLDINGS LP

    • Director
    • 10% Owner
    49,064,576 2021-05-17 1

    COWHEY THOMAS F. CHIEF FINANCIAL OFFICER

    • Officer
    143,573 2021-05-06 0

    JUSTICE ANGELA CHIEF HUMAN RESOURCES OFFICER

    • Officer
    No longer subject to file 2019-07-01 0

    FEINSTEIN ADAM T

    • Director
    8,895 2019-05-20 0

    KRETSCHMER R. DAVID CSTO

    • Officer
    No longer subject to file 2019-03-31 0

    LINGLE BRANDAN PRES., ANCILLARY SVCES. GRP.

    • Officer
    32,870 2019-03-31 0

    BRINKMAN CAROLLEE PRESIDENT, NATIONAL GROUP

    • Officer
    29,527 2019-03-15 0

    FISHER BRYAN S EVP, COO OF SP NTL GRP

    • Officer
    No longer subject to file 2018-08-31 0

    KAPLAN ANDREW T.

    • Director
    0 2018-08-31 0

    ZELHOF RONALD P. SENIOR VP, OPERATIONS

    • Officer
    120,733 2018-04-19 0

    DEAN DENNIS SENIOR VP & CONTROLLER

    • Officer
    120,210 2018-03-31 0

    SPARKS TERESA EXECUTIVE VP & CFO

    • Officer
    192,360 2017-12-31 0

    CRYSEL JOHN GROUP PRES., NATIONAL GROUP

    • Officer
    113,329 2017-12-31 0

    DOYLE MICHAEL THOMAS

    • Director
    3,122,474 2017-09-07 0

    H.I.G. SURGERY CENTERS, LLC

    HIG GP II INC

    MNAYMNEH SAMI

    TAMER ANTHONY

    • 10% Owner
    No longer subject to file 2017-08-31 0

    GORDON CHRISTOPHER R

    • Director
    • 10% Owner
    26,455,651 2017-08-31 0

    JACOBS BENJAMIN F CDO, GRP PRES OF SP

    • Officer
    0 2017-08-31 0

    DEGALA SARATH CHIEF DEVELOPMENT OFFICER

    • Officer
    No longer subject to file 2016-10-03 0

    LAITALA CHRISTOPHER

    • Director
    0 2016-04-20 0

    LOZOW MATTHEW

    • Director
    0 2015-09-30 0

    Insider Transactions Last 60 Days

    Reporting Owners Filing Date Trans Date Trans Code Shares Share Price Acquired
    Disposed
    Shares Owned after D/I 10b5 Perf 1d* Perf 5d* Perf 1m* Max Gain Max Gain Days Max Loss Max Loss Days

    BANE HARRISON R. - Officer AMERICAN GROUP PRESIDENT

    2023-09-05 16:05:31 -0400 2023-09-05 S 3,835 $35.98 d 46,709 direct -5.7151 -6.5854 0.0 1 -7.1657 3

    DOHERTY DAVID T - Officer CHIEF FINANCIAL OFFICER

    2023-09-01 16:11:17 -0400 2023-08-30 S 2,000 $36.12 d 77,535 direct -1.7389 -6.2144 0.0 1 -8.7799 4

    DOHERTY DAVID T - Officer CHIEF FINANCIAL OFFICER

    2023-09-01 16:11:17 -0400 2023-08-29 S 202 $35.21 d 79,535 direct -1.7389 -6.2144 0.0 1 -8.7799 4

    * -

    Transaction Code Definitions
    Code Definition
    A Grant, award or other acquisition pursuant to Rule 16b-3(d)
    C Conversion of derivative security
    D Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)
    E Expiration of short derivative position
    F Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3
    G Bona fide gift
    H Expiration (or cancellation) of long derivative position with value received
    I Discretionary transaction in accordance with Rule 16b-3(f) resulting in acquisition or disposition of issuer securities
    J Other acquisition or disposition
    L Small acquisition under Rule 16a-6
    M Exercise or conversion of derivative security exempted pursuant to Rule 16b-3
    O Exercise of out-of-the-money derivative security
    P Open market or private purchase of non-derivative or derivative security
    S Open market or private sale of non-derivative or derivative security
    U Disposition pursuant to a tender of shares in a change of control transaction
    W Acquisition or disposition by will or the laws of descent and distribution
    X Exercise of in-the-money or at-the-money derivative security
    Z Deposit into or withdrawal from voting trust

    IBR Securities Loan Availability

    Updated throughout the day, this shows the number of shares available to borrow. Data provided by Interactive Brokers

    Security Date/Time Rebate Rate Fee Rate Shares Available
    SURGERY PARTNERS INC SGRY 2023-09-27 16:45:04 UTC 4.9766 0.3434 800000
    SURGERY PARTNERS INC SGRY 2023-09-27 16:15:05 UTC 4.9766 0.3434 800000
    SURGERY PARTNERS INC SGRY 2023-09-27 15:45:04 UTC 4.9766 0.3434 800000
    SURGERY PARTNERS INC SGRY 2023-09-27 15:15:03 UTC 4.9766 0.3434 800000
    SURGERY PARTNERS INC SGRY 2023-09-27 14:45:03 UTC 4.9766 0.3434 800000
    SURGERY PARTNERS INC SGRY 2023-09-27 14:15:03 UTC 4.9766 0.3434 800000
    SURGERY PARTNERS INC SGRY 2023-09-27 13:45:03 UTC 4.9766 0.3434 800000
    SURGERY PARTNERS INC SGRY 2023-09-27 13:15:05 UTC 4.9766 0.3434 800000
    SURGERY PARTNERS INC SGRY 2023-09-27 12:45:05 UTC 4.9766 0.3434 800000
    SURGERY PARTNERS INC SGRY 2023-09-26 22:15:04 UTC 4.9766 0.3434 850000
    SURGERY PARTNERS INC SGRY 2023-09-26 21:45:04 UTC 4.9766 0.3434 850000
    SURGERY PARTNERS INC SGRY 2023-09-26 21:15:04 UTC 4.9766 0.3434 850000
    SURGERY PARTNERS INC SGRY 2023-09-26 20:45:03 UTC 4.9766 0.3434 850000
    SURGERY PARTNERS INC SGRY 2023-09-26 20:15:05 UTC 4.9766 0.3434 850000
    SURGERY PARTNERS INC SGRY 2023-09-26 19:45:04 UTC 4.9766 0.3434 850000
    SURGERY PARTNERS INC SGRY 2023-09-26 19:15:04 UTC 4.9766 0.3434 850000
    SURGERY PARTNERS INC SGRY 2023-09-26 18:45:05 UTC 4.9766 0.3434 850000
    SURGERY PARTNERS INC SGRY 2023-09-26 18:15:03 UTC 4.9766 0.3434 850000
    SURGERY PARTNERS INC SGRY 2023-09-26 17:45:04 UTC 4.9766 0.3434 850000
    SURGERY PARTNERS INC SGRY 2023-09-26 17:15:04 UTC 4.9766 0.3434 850000

    Current Active Short Positions

    Holder Issuer Net Short Position Position Date Origin
    FundVantage Trust- Gotham Enhanced Index Plus Fund SGRY -156.0 shares, $-1018.68 2020-03-31 N-PORT
    FundVantage Trust- Gotham Defensive Long Fund SGRY -4.0 shares, $-26.12 2020-03-31 N-PORT
    FundVantage Trust- Gotham Index Plus All-Cap Fund SGRY -88.0 shares, $-574.64 2020-03-31 N-PORT
    RUSSELL INVESTMENT CO- Sustainable Equity Fund SGRY -1731.0 shares, $-68651.46 2023-04-30 N-PORT
    NORTHERN LIGHTS FUND TRUST II- Invenomic Fund SGRY -287351.0 shares, $-11396340.66 2023-04-30 N-PORT
    Federated Hermes Adviser Series- Federated Hermes MDT Market Neutral Fund SGRY -8468.0 shares, $-380975.32 2023-06-30 N-PORT
    Blackstone Alternative Investment Funds- Blackstone Alternative Multi-Strategy Fund SGRY -500.0 shares, $-22495.0 2023-06-30 N-PORT

    No recent transactions

    *** To see all congressional transactions (since 2022) for this stock, please use the congressional transaction search page***

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