SGRY
Surgery Partners, Inc.
$15.31
+2.48%
$2.0B
No data for this timeframe.
Vol
Market Cap$2.0B
Cap SizeMid Cap
Inst. Holders50 funds
Inst. Value$826.0M
Inst. Activity13 buys / 5 sells
Insider Activity0B / 12S
Insider Net $-$1.3M
SEC Reports5
Press Releases1
Exchange Nasdaq·Sector Services-General Medical & Surgical Hospitals, NEC·Inc. DE·CIK 0001638833·Prev Close $14.94
Recent Activity
Jun 11, 2026
short_volume
Short Volume: SGRY — 57.7% short (0.3M / 0.5M)
Short: 315,883 | Exempt: 600 | TRF Vol: 547,683 | Short Ratio: 57.7% | Off-exchange volume (dark poo
Jun 5, 2026
Insider
HENDRIX BLAIR E was granted 11,670 shares
Director @ $13.71 ($160.0K)
Jun 5, 2026
Insider
DeLuca Teresa was granted 11,670 shares
Director @ $13.71 ($160.0K)
Jun 5, 2026
Insider
TURNER BRENT was granted 11,670 shares
Director @ $13.71 ($160.0K)
May 5, 2026
SEC
Surgery Partners reported Q1 2026 revenue of $810.9M (+4.5% YoY), slightly above the $797.9M consensus, but GAAP net los
8-K — Impact 4/10
Apr 23, 2026
SEC
Surgery Partners, Inc. filed definitive additional proxy materials, likely related to a shareholder vote. The filing is
DEFA14A — Impact 2/10
Apr 17, 2026
SEC
Surgery Partners (SGRY) announced a future earnings release date for Q1 2026, not results for the period referenced in t
PRESS-RELEASE — Impact 3/10
Inst.
Pentwater Capital Management LP — ADD
12,655,000 shares ($150.8M)
Price Targets
Historical data — last covering-analyst action Mar 2026. No current recommendation available.
$17.95 (Mar 2026)
Current $15.31
Low $14.00
Median $17.50
High $24.00
11 analysts
$14.00
$24.00
Analyst Ratings
5Strong Buy
9Buy
4Hold
0Sell
0Strong Sell
Historical Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Mar 5, 2026 | TD Cowen | MAINTAIN | Buy → Buy |
| Mar 5, 2026 | UBS | MAINTAIN | Buy → Buy |
| Mar 5, 2026 | Mizuho | MAINTAIN | Outperform → Outperform |
| Mar 4, 2026 | RBC Capital | MAINTAIN | Outperform → Outperform |
| Mar 3, 2026 | Barclays | MAINTAIN | Equal-Weight → Equal-Weight |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.06 | $0.01 — $0.12 | -63% YoY | 11 |
| Next Q | $0.13 | $0.06 — $0.20 | 0% YoY | 11 |
| Current FY | $0.45 | $0.27 — $0.69 | -5% YoY | 11 |
| Next FY | $0.65 | $0.40 — $0.94 | 46% YoY | 11 |
Latest Reports
NEUTRAL
8-K
4/10
Surgery Partners reported Q1 2026 revenue of $810.9M (+4.5% YoY), slightly above the $797.9M consensus, but GAAP net los
May 5, 2026
NEUTRAL
DEFA14A
2/10
Surgery Partners, Inc. filed definitive additional proxy materials, likely related to a shareholder vote. The filing is
Apr 23, 2026
MIXED
Press
6/10
Surgery Partners reported mixed Q4 and full-year 2025 results with revenue growth of 2.4% in Q4 and 6.2% for the full ye
Mar 2, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| JANUS HENDERSON GROUP PLC | $161.4M | — |
| Pentwater Capital Management LP | $150.8M | ADD |
| BlackRock, Inc. | $67.5M | — |
| DIMENSIONAL FUND ADVISORS LP | $63.1M | ADD |
| Clearbridge Investments, LLC | $49.1M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 5, 2026 | HENDRIX BLAIR | A | $160.0K |
| Jun 5, 2026 | DeLuca Teresa | A | $160.0K |
| Jun 5, 2026 | TURNER BRENT | A | $160.0K |
| Jun 5, 2026 | Dean Lloyd | A | $160.0K |
| Jun 5, 2026 | ADLERZ CLIFFORD | A | $160.0K |
50 institutional holders with $826.0M total value (69,291,782 shares) as of 2026-Q1. Top holders: JANUS, Pentwater, BlackRock,. Net buying activity: 13 institutions added/increased vs 5 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | JANUS HENDERSON GROUP PLC | 13,540,385 | $161.4M | 19.5% | — |
| 2 | Pentwater Capital Management LP | 12,655,000 | $150.8M | 18.3% | ADD +26.6% |
| 3 | BlackRock, Inc. | 5,660,788 | $67.5M | 8.2% | — |
| 4 | DIMENSIONAL FUND ADVISORS LP | 5,296,411 | $63.1M | 7.6% | ADD +25.5% |
| 5 | Clearbridge Investments, LLC | 4,118,056 | $49.1M | 5.9% | — |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3,628,431 | $43.3M | 5.2% | — |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | 3,430,795 | $40.9M | 5.0% | — |
| 8 | FMR LLC | 2,191,465 | $26.1M | 3.2% | TRIM -66.7% |
| 9 | STATE STREET CORP | 1,953,778 | $23.3M | 2.8% | — |
| 10 | HSBC HOLDINGS PLC | 1,915,668 | $22.6M | 2.7% | DOUBLED +104.2% |
| 11 | GOLDMAN SACHS GROUP INC | 1,280,552 | $15.3M | 1.8% | — |
| 12 | BANK OF AMERICA CORP /DE/ | 1,239,982 | $14.8M | 1.8% | ADD +97.9% |
| 13 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,107,250 | $13.2M | 1.6% | — |
| 14 | LMR Partners LLP | 1,100,000 | $13.1M | 1.6% | DOUBLED +205.3% |
| 15 | MORGAN STANLEY | 1,012,177 | $12.1M | 1.5% | ADD +80.1% |
| 16 | CITADEL ADVISORS LLC | 962,200 | $11.5M | 1.4% | NEAR_EXIT -86.1% |
| 17 | CITADEL ADVISORS LLC | 887,200 | $10.6M | 1.3% | NEAR_EXIT -86.1% |
| 18 | RAYMOND JAMES FINANCIAL INC | 797,794 | $9.5M | 1.2% | — |
| 19 | VICTORY CAPITAL MANAGEMENT INC | 760,341 | $9.1M | 1.1% | — |
| 20 | NOMURA HOLDINGS INC | 723,240 | $8.6M | 1.0% | TRIM -58.0% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| Pentwater Capital Management LP | ADD | 10,000,000 | 12,655,000 | +26.6% | $150.8M | 2026-Q1 |
| FMR LLC | TRIM | 6,575,016 | 2,191,465 | -66.7% | $26.1M | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ | ADD | 626,477 | 1,239,982 | +97.9% | $14.8M | 2026-Q1 |
| LMR Partners LLP | DOUBLED | 360,315 | 1,100,000 | +205.3% | $13.1M | 2026-Q1 |
| NOMURA HOLDINGS INC | TRIM | 1,720,159 | 723,240 | -58.0% | $8.6M | 2026-Q1 |
| Centiva Capital, LP | ADD | 150,556 | 211,299 | +40.3% | $2.5M | 2026-Q1 |
| Holocene Advisors, LP | DOUBLED | 46,903 | 122,258 | +160.7% | $1.5M | 2026-Q1 |
| GABELLI FUNDS LLC | TRIM | 181,897 | 101,197 | -44.4% | $1.2M | 2026-Q1 |
| DEUTSCHE BANK AG\ | TRIM | 159,907 | 72,228 | -54.8% | $861.0K | 2026-Q1 |
| TD ASSET MANAGEMENT INC | DOUBLED | 16,180 | 65,920 | +307.4% | $785.8K | 2026-Q1 |
| Cerity Partners LLC | ADD | 30,005 | 50,024 | +66.7% | $596.3K | 2026-Q1 |
| MARSHALL WACE, LLP | TRIM | 30,814 | 12,826 | -58.4% | $152.9K | 2026-Q1 |
| FIFTH THIRD BANCORP | DOUBLED | 75 | 4,068 | +5324.0% | $48.5K | 2026-Q1 |
| Rockefeller Capital Management L.P. | ADD | 1,938 | 3,843 | +98.3% | $45.8K | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. | DOUBLED | 856 | 2,907 | +239.6% | $34.7K | 2026-Q1 |
| BNP Paribas Asset Management Holding S.A. | ADD | 916 | 1,240 | +35.4% | $14.8K | 2026-Q1 |
| CWM, LLC | DOUBLED | 145 | 691 | +376.6% | $8.2K | 2026-Q1 |
| Allworth Financial LP | ADD | 408 | 552 | +35.3% | $6.6K | 2026-Q1 |
| FMR LLC | TRIM | 10,486,710 | 6,575,016 | -37.3% | $101.6M | 2025-Q4 |
| HSBC HOLDINGS PLC | DOUBLED | 945,829 | 1,931,577 | +104.2% | $30.2M | 2025-Q4 |
| NOMURA HOLDINGS INC | DOUBLED | 224,604 | 1,720,159 | +665.9% | $26.6M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | TRIM | 943,811 | 626,477 | -33.6% | $9.7M | 2025-Q4 |
| Hudson Bay Capital Management LP | ADD | 339,609 | 605,455 | +78.3% | $9.4M | 2025-Q4 |
| Verition Fund Management LLC | ADD | 168,543 | 281,196 | +66.8% | $4.3M | 2025-Q4 |
| Invesco Ltd. | NEAR_EXIT | 1,759,500 | 183,362 | -89.6% | $2.8M | 2025-Q4 |
14 unique insiders with 26 transactions. Net insider value: -$1.3M ($0.00 bought, $1.3M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 5, 2026 | HENDRIX BLAIR E | Director | AWARD | 11,670 | $13.71 | $160.0K |
| Jun 5, 2026 | DeLuca Teresa | Director | AWARD | 11,670 | $13.71 | $160.0K |
| Jun 5, 2026 | TURNER BRENT | Director | AWARD | 11,670 | $13.71 | $160.0K |
| Jun 5, 2026 | Dean Lloyd H | Director | AWARD | 11,670 | $13.71 | $160.0K |
| Jun 5, 2026 | ADLERZ CLIFFORD G | Director | AWARD | 11,670 | $13.71 | $160.0K |
| Jun 5, 2026 | Forese Laura L | Director | AWARD | 11,670 | $13.71 | $160.0K |
| Jun 5, 2026 | Deane John A | Director | AWARD | 11,670 | $13.71 | $160.0K |
| Mar 16, 2026 | Doherty David T | Chief Financial Officer | SELL | 8,867 | $12.50 | $110.8K |
| Mar 16, 2026 | Evans Jason Eric | Chief Executive Officer | SELL | 20,400 | $12.47 | $254.4K |
| Mar 13, 2026 | Brittenham Marissa | Chief Strategy Officer | SELL | 3,657 | $12.54 | $45.9K |
| Mar 13, 2026 | Burkhalter Danielle | Chief Human Resources Officer | SELL | 3,469 | $12.83 | $44.5K |
| Mar 12, 2026 | Baldock Jennifer | Chief Admin & Dev Officer | SELL | 5,798 | $13.17 | $76.4K |
| Mar 6, 2026 | Baldock Jennifer | Chief Admin & Dev Officer | SELL | 10,082 | $13.70 | $138.1K |
| Mar 6, 2026 | Burkhalter Danielle | Chief Human Resources Officer | SELL | 7,736 | $13.60 | $105.2K |
| Mar 6, 2026 | Webb William Trenton | American Group President | SELL | 272 | $13.93 | $3.8K |
| Mar 6, 2026 | Brittenham Marissa | Chief Strategy Officer | SELL | 8,785 | $13.70 | $120.4K |
| Mar 6, 2026 | Evans Jason Eric | Chief Executive Officer | SELL | 11,462 | $13.79 | $158.1K |
| Mar 6, 2026 | Doherty David T | Chief Financial Officer | SELL | 14,574 | $13.84 | $201.7K |
| Mar 5, 2026 | Evans Jason Eric | Chief Executive Officer | AWARD | 141,743 | $14.11 | $2.0M |
| Mar 5, 2026 | Baldock Jennifer | Chief Admin & Dev Officer | AWARD | 42,523 | $14.11 | $600.0K |
| Mar 5, 2026 | Webb William Trenton | American Group President | SELL | 1,794 | $13.86 | $24.9K |
| Mar 5, 2026 | Webb William Trenton | American Group President | AWARD | 20,454 | $14.11 | $288.6K |
| Mar 5, 2026 | Oppenheimer Justin Robert | COO & National Group President | AWARD | 42,523 | $14.11 | $600.0K |
| Mar 5, 2026 | Brittenham Marissa | Chief Strategy Officer | AWARD | 17,717 | $14.11 | $250.0K |
| Mar 5, 2026 | Burkhalter Danielle | Chief Human Resources Officer | AWARD | 17,717 | $14.11 | $250.0K |
| Mar 5, 2026 | Doherty David T | Chief Financial Officer | AWARD | 56,697 | $14.11 | $800.0K |
5 SEC filing reports analyzed. Sentiment: 0 bullish, 1 bearish, 1 mixed, 3 neutral. Avg impact: 4.0/10.
NEUTRAL
8-K
4/10
Surgery Partners reported Q1 2026 revenue of $810.9M (+4.5% YoY), slightly above the $797.9M consens
May 5, 2026
NEUTRAL
DEFA14A
2/10
Surgery Partners, Inc. filed definitive additional proxy materials, likely related to a shareholder
Apr 23, 2026
NEUTRAL
PRESS-RELEASE
3/10
Surgery Partners (SGRY) announced a future earnings release date for Q1 2026, not results for the pe
Apr 17, 2026
BEARISH
CLUSTER
6/10
Five executive insiders at Surgery Partners, Inc. (SGRY) sold shares in the past seven days, includi
Mar 16, 2026
MIXED
CLUSTER
5/10
Multiple C-suite executives at Surgery Partners sold shares in the open market on March 6, 2026, fol
Mar 9, 2026
Historical analyst distribution (last covering-analyst action Mar 2026): 78% buy across 18 analysts — 5 strong buy, 9 buy, 4 hold, 0 sell, 0 strong sell. No current recommendation available.
Analyst Price Targets
Historical data — last covering-analyst action Mar 2026. No current recommendation available.
$17.95 mean target (Mar 2026)
$14.00 Low
$24.00 High
| Metric | Value |
|---|---|
| Current Price | $15.31 |
| Target Low | $14.00 |
| Target Mean | $17.95 |
| Target Median | $17.50 |
| Target High | $24.00 |
| # Analysts | 11 |
| Recommendation | — (no recent coverage) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.06 | $0.01 | $0.12 | -63.1% | — | 5↑ 2↓ | $0.8B | 0.5% | 11 |
| Next Q 2026-09-30 |
$0.13 | $0.06 | $0.20 | 0.1% | — | 7↑ 1↓ | $0.8B | 3.4% | 11 |
| Current FY 2026-12-31 |
$0.45 | $0.27 | $0.69 | -4.9% | — | 8↑ 1↓ | $3.4B | 3.0% | 11 |
| Next FY 2027-12-31 |
$0.65 | $0.40 | $0.94 | 46.4% | — | 8↑ 0↓ | $3.6B | 5.3% | 11 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.063 | |
| 7d ago | $0.068 | -0.005 |
| 30d ago | $0.000 | +0.063 |
| 60d ago | $0.023 | +0.040 |
| 90d ago | $0.039 | +0.024 |
5 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Historical Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Mar 5, 2026 | TD Cowen | MAINTAIN | Buy | Buy |
| Mar 5, 2026 | UBS | MAINTAIN | Buy | Buy |
| Mar 5, 2026 | Mizuho | MAINTAIN | Outperform | Outperform |
| Mar 4, 2026 | RBC Capital | MAINTAIN | Outperform | Outperform |
| Mar 3, 2026 | Barclays | MAINTAIN | Equal-Weight | Equal-Weight |
| Dec 18, 2025 | Mizuho | MAINTAIN | Outperform | Outperform |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 5 | 9 | 4 | 0 | 0 | 78% | |
| May 1, 2026 | 5 | 9 | 4 | 0 | 0 | 78% | |
| Apr 1, 2026 | 5 | 9 | 4 | 0 | 0 | 78% | |
| Mar 1, 2026 | 5 | 9 | 4 | 0 | 0 | 78% | |
| Feb 1, 2026 | 5 | 9 | 4 | 0 | 0 | 78% | |
| Jan 1, 2026 | 5 | 9 | 4 | 0 | 0 | 78% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
Jun 11, 2026
short_volume
Short Volume: SGRY — 57.7% short (0.3M / 0.5M)
Short: 315,883 | Exempt: 600 | TRF Vol: 547,683 | Short Ratio: 57.7% | Off-exchange volume (dark pool + OTC)
Jun 4, 2026
short_volume
Short Volume: SGRY — 77.8% short (0.4M / 0.6M)
Short: 433,600 | Exempt: 0 | TRF Vol: 557,593 | Short Ratio: 77.8% | Off-exchange volume (dark pool + OTC)
Jun 2, 2026
short_volume
Short Volume: SGRY — 55.7% short (0.4M / 0.7M)
Short: 403,200 | Exempt: 0 | TRF Vol: 724,490 | Short Ratio: 55.7% | Off-exchange volume (dark pool + OTC)
Jun 1, 2026
short_volume
Short Volume: SGRY — 82.2% short (0.6M / 0.7M)
Short: 579,716 | Exempt: 0 | TRF Vol: 705,156 | Short Ratio: 82.2% | Off-exchange volume (dark pool + OTC)
May 18, 2026
short_volume
Short Volume: SGRY — 80.2% short (0.5M / 0.6M)
Short: 501,098 | Exempt: 0 | TRF Vol: 624,439 | Short Ratio: 80.2% | Off-exchange volume (dark pool + OTC)
May 15, 2026
short_volume
Short Volume: SGRY — 63.4% short (0.3M / 0.5M)
Short: 321,918 | Exempt: 0 | TRF Vol: 507,778 | Short Ratio: 63.4% | Off-exchange volume (dark pool + OTC)
May 12, 2026
short_volume
Short Volume: SGRY — 57.7% short (0.4M / 0.8M)
Short: 444,923 | Exempt: 0 | TRF Vol: 770,640 | Short Ratio: 57.7% | Off-exchange volume (dark pool + OTC)
May 5, 2026
earnings
Surgery Partners, Inc. Announces First Quarter 2026 Results Reaffirms Full Year 2026 Guidance
<p>BRENTWOOD, Tenn., May 05, 2026 (GLOBE NEWSWIRE) -- Surgery Partners, Inc. (NASDAQ:SGRY) (“Surgery Partners” or the “Company”), a leading short-st
May 5, 2026
earnings_calendar
SGRY Q1 2026 Earnings Before Market Open — 2026-05-05
Apr 17, 2026
earnings
Surgery Partners, Inc. Announces First Quarter 2026 Earnings Release Date and Conference Call Details
<p align="left">BRENTWOOD, Tenn., April 17, 2026 (GLOBE NEWSWIRE) -- Surgery Partners, Inc. (NASDAQ:SGRY) ("Surgery Partners" or the "Company"), a l
Apr 17, 2026
short_volume
Short Volume: SGRY — 60.1% short (0.3M / 0.5M)
Short: 327,308 | Exempt: 0 | TRF Vol: 544,310 | Short Ratio: 60.1% | Off-exchange volume (dark pool + OTC)
Apr 8, 2026
short_volume
Short Volume: SGRY — 62.4% short (0.4M / 0.6M)
Short: 382,528 | Exempt: 504 | TRF Vol: 612,902 | Short Ratio: 62.4% | Off-exchange volume (dark pool + OTC)
Apr 2, 2026
short_volume
Short Volume: SGRY — 78.8% short (0.6M / 0.7M)
Short: 568,617 | Exempt: 0 | TRF Vol: 721,148 | Short Ratio: 78.8% | Off-exchange volume (dark pool + OTC)
Apr 1, 2026
short_volume
Short Volume: SGRY — 77.4% short (0.6M / 0.8M)
Short: 586,714 | Exempt: 0 | TRF Vol: 758,370 | Short Ratio: 77.4% | Off-exchange volume (dark pool + OTC)
Mar 20, 2026
short_interest
FTD: SGRY — 127,220 shares ($1.5M) failed to deliver
Settlement: 20260320, Price: $12.05, FTD Value: $1,533,001, SURGERY PARTNERS INC COM