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SEC EDGAR: CIK 1638833SGRY stock profile & AI dashboard →

13F Pro Quality Score

53.1/100

Rank #1,411 of 2,961 stocksTOP 50%

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Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

57.3/100

Profitability

34.1/100

Balance Sheet

30.2/100

Earnings Quality

85.8/100

Free Cash Flow

44.1/100

Institutional Flow

28.3/100

Revenue Scale

71.8/100

Dilution Risk

76.9/100
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SGRY Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for Surgery Partners, Inc. (SGRY), a Healthcare sector company. 13F Pro's AI-powered ranking engine scores SGRY at 53.1/100 on a 32-signal composite quality model, placing it at rank #1,411 of 2,961 stocks — the top half of the AI-ranked universe. SGRY scores in the top quartile across earnings quality (85.8). Areas of concern include institutional flow (28.3) and balance sheet strength (30.2), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), Surgery Partners, Inc. reports quarterly revenue of $848.9M, net income of $-15.0M, an operating margin of 12.0%. Top institutional holders of SGRY by reported 13-F value include BAIN CAPITAL INVESTORS, Jupiter Topco, Pentwater Capital Management, based on the most recent SEC filings. SGRY trades on the Nasdaq exchange and files with the SEC under CIK 1638833. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate SGRY daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Surgery Partners, Inc. directly from SEC EDGAR. Surgery Partners, Inc.'s 13F Pro composite quality score has ranged between 46 and 57 since 2026, currently 53.1 — an improving long-term trajectory across 48 quarterly and live scoring snapshots.

Fun facts about Surgery Partners, Inc.

Quirks, history, and lore behind SGRY — the kind of stuff that makes a stock memorable.

  • 1
    The Basics
    U.S. healthcare services company · listed on Nasdaq · headquartered in Tennessee · operates in the outpatient segment of the medical industry.
  • 2
    The Numbers
    Generates roughly $2–3 billion in annual revenue and operates or manages hundreds of surgical facilities across more than 30 states — a footprint that keeps expanding.
  • 3
    The History
    Built largely through acquisitions, the company has grown by snapping up independent surgical facilities and folding them into a national network since its early days in the 2010s.
  • 4
    The Secret
    Its business model bets on the decade-long shift of complex procedures out of expensive hospitals and into lower-cost, physician-friendly ambulatory settings — a trend regulators and insurers actively encourage.
  • 5
    The Lore
    Private equity giant H.I.G. Capital helped assemble the company before its public debut, and major investor Bain Capital has held a significant stake — giving this mid-cap a very blue-chip back story.
  • 6
    The Giveaway
    Its name literally tells you what it does and where it does it: surgical procedures, handled by a network of ambulatory surgery centers, run by a company whose ticker is SGRY.
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Revenue

Q2 2026

$848.9M

Net Income

Q2 2026

$-15.0M

Free Cash Flow

Q2 2026

$37.5M

Operating Margin

Q2 2026

12.0%

ROIC

Q2 2026

7.5%

D/E Ratio

Q2 2026

2.25

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+6.2% YoY
$3.31BFY 2025
FY22 $2.54BFY23 $2.74BFY24 $3.11BFY25 $3.31B

Net Income

+53.7% YoY
$-77.9MFY 2025
FY22 $-54.6MFY23 $-11.9MFY24 $-168.1MFY25 $-77.9M

Operating Income

+11.7% YoY
$389.5MFY 2025
FY22 $345.2MFY23 $328.0MFY24 $348.8MFY25 $389.5M

EPS (Diluted)

+54.1% YoY
$-0.61FY 2025
FY22 $-0.59FY23 $-0.09FY24 $-1.33FY25 $-0.61

Total Assets

+2.9% YoY
$8.12BFY 2025
FY22 $6.68BFY23 $6.88BFY24 $7.89BFY25 $8.12B

Total Debt

+9.4% YoY
$3.83BFY 2025
FY22 $2.70BFY23 $2.88BFY24 $3.51BFY25 $3.83B

Op. Cash Flow

-8.6% YoY
$274.3MFY 2025
FY22 $158.8MFY23 $293.8MFY24 $300.1MFY25 $274.3M

Free Cash Flow

-6.7% YoY
$195.6MFY 2025
FY22 $78.2MFY23 $205.0MFY24 $209.7MFY25 $195.6M

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Available Research

13F Pro tracks comprehensive data for Surgery Partners, Inc. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)
XBRL financial facts (revenue, EPS, margins)
Insider transactions (Form 4)
Institutional 13F holdings
Quality rankings (32 signals)
AI analyst debates & daily meetings
Historical financial trends
Peer comparison & sector analysis

Top Institutional Holders of SGRY

Companies Similar to SGRY

Ranked by quality-profile closeness and shared hedge-fund ownership — not just sector membership.

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BKD

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OLN

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SEM

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INNV

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MOH

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Similarity is computed from the 8 composite sub-scores and latest-quarter 13F conviction holdings (index-style filers excluded). Refreshed monthly.

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Is SGRY a good stock to buy?

13F Pro's AI-powered analysis of Surgery Partners, Inc. (SGRY) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Healthcare sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for SGRY are available on the SGRY stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. SGRY is classified as a small company.

Which hedge funds own SGRY?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling SGRY. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Surgery Partners, Inc.'s investment landscape.