Surgery Partners, Inc.(SGRY)Stock Analysis
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Rank #1,411 of 2,961 stocksTOP 50%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
SGRY Stock Analysis & AI Quality Score
Data updated 2026-09-11AI 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.
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
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+6.2% YoYNet Income
+53.7% YoYOperating Income
+11.7% YoYEPS (Diluted)
+54.1% YoYTotal Assets
+2.9% YoYTotal Debt
+9.4% YoYOp. Cash Flow
-8.6% YoYFree Cash Flow
-6.7% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $3.31B +6.2% | $3.11B +13.5% | $2.74B +8.0% | $2.54B +14.1% | $2.23B +19.6% | $1.86B |
| Net Income | $-77.9M +53.7% | $-168.1M -1312.6% | $-11.9M +78.2% | $-54.6M +23.0% | $-70.9M +38.9% | $-116.1M |
| Operating Income | $389.5M +11.7% | $348.8M +6.3% | $328.0M -5.0% | $345.2M +14.2% | $302.2M +65.1% | $183.0M |
| EPS (Diluted) | $-0.61 +54.1% | $-1.33 -1377.8% | $-0.09 +84.7% | $-0.59 +47.3% | $-1.12 +64.9% | $-3.19 |
| Total Assets | $8.12B +2.9% | $7.89B +14.7% | $6.88B +2.9% | $6.68B +9.2% | $6.12B +13.0% | $5.41B |
| Total Debt | $3.83B +9.4% | $3.51B +21.9% | $2.88B +6.7% | $2.70B -10.7% | $3.02B +2.6% | $2.94B |
| Operating Cash Flow | $274.3M -8.6% | $300.1M +2.1% | $293.8M +85.0% | $158.8M +82.3% | $87.1M -64.7% | $246.9M |
| Free Cash Flow | $195.6M -6.7% | $209.7M +2.3% | $205.0M +162.1% | $78.2M +165.1% | $29.5M -85.5% | $204.0M |
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Available Research
13F Pro tracks comprehensive data for Surgery Partners, Inc. including:
Top Institutional Holders of SGRY
BAIN CAPITAL INVESTORS LLC
$839.1M49,946,972 shJupiter Topco LLC
$233.2M13,882,155 shPentwater Capital Management LP
$195.4M11,630,000 shUBS Group AG
$144.0M8,573,413 shBlackRock, Inc.
$104.9M6,241,503 shKING STREET CAPITAL MANAGEMENT, L.P.
$101.8M6,058,141 shT. Rowe Price Investment Management, Inc.
$99.4M5,916,197 shDIMENSIONAL FUND ADVISORS LP
$83.1M4,943,713 shClearbridge Investments, LLC
$64.2M3,823,179 shVANGUARD PORTFOLIO MANAGEMENT LLC
$62.8M3,737,712 sh
| Fund | Value | Shares |
|---|---|---|
| BAIN CAPITAL INVESTORS LLC | $839.1M | 49,946,972 |
| Jupiter Topco LLC | $233.2M | 13,882,155 |
| Pentwater Capital Management LP | $195.4M | 11,630,000 |
| UBS Group AG | $144.0M | 8,573,413 |
| BlackRock, Inc. | $104.9M | 6,241,503 |
| KING STREET CAPITAL MANAGEMENT, L.P. | $101.8M | 6,058,141 |
| T. Rowe Price Investment Management, Inc. | $99.4M | 5,916,197 |
| DIMENSIONAL FUND ADVISORS LP | $83.1M | 4,943,713 |
| Clearbridge Investments, LLC | $64.2M | 3,823,179 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $62.8M | 3,737,712 |
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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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Popular Research
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.