Surgery Partners, Inc.

NasdaqGS:SGRY Stock Report

Market Cap: US$3.3b

Surgery Partners Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqGS:SGRY Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
07 Feb 25SellUS$680,238J. EvansIndividual26,520US$25.65
07 Feb 25SellUS$146,740Jennifer BaldockIndividual5,681US$25.83
07 Feb 25SellUS$376,467Marissa BrittenhamIndividual14,700US$25.61
07 Feb 25SellUS$349,346David DohertyIndividual13,641US$25.61
07 Feb 25SellUS$1,443,917Harrison BaneIndividual56,315US$25.64
04 Feb 25SellUS$4,289Danielle BurkhalterIndividual167US$25.68
04 Feb 25SellUS$6,605Trent WebbIndividual257US$25.70
04 Sep 24SellUS$196,742Harrison BaneIndividual6,325US$31.11
12 Jun 24SellUS$158,310Danielle BurkhalterIndividual6,000US$26.39
31 May 24SellUS$165,900Bradley OwensIndividual6,000US$27.65
14 Mar 24SellUS$20,613David DohertyIndividual721US$28.59
13 Mar 24SellUS$202,205J. EvansIndividual6,824US$29.71
12 Mar 24SellUS$42,738Anthony TaparoIndividual1,438US$29.87
12 Mar 24SellUS$47,468Jennifer BaldockIndividual1,597US$29.74
12 Mar 24SellUS$101,627Bradley OwensIndividual3,415US$29.82
12 Mar 24SellUS$7,059Danielle BurkhalterIndividual238US$29.74
05 Mar 24SellUS$41,353Anthony TaparoIndividual1,347US$30.70
04 Mar 24SellUS$155,825Harrison BaneIndividual5,104US$30.53
04 Mar 24SellUS$104,048David DohertyIndividual3,426US$30.37
04 Mar 24SellUS$17,820Danielle BurkhalterIndividual586US$30.41
04 Mar 24SellUS$50,453Bradley OwensIndividual1,658US$30.43
04 Mar 24SellUS$71,232Jennifer BaldockIndividual2,318US$30.73
04 Mar 24SellUS$277,633J. EvansIndividual9,070US$30.61
04 Mar 24SellUS$38,738Marissa BrittenhamIndividual1,284US$30.17

Insider Trading Volume

Insider Buying: SGRY insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of SGRY?
Owner TypeNumber of SharesOwnership Percentage
Individual Insiders1,615,1721.11%
VC/PE Firms49,946,97234.4%
Institutions93,732,39864.5%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 102.79% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
39.5%
Bain Capital, LP
49,946,972US$1.3b0%17.34%
14.5%
FMR LLC
18,308,798US$473.6m3.13%0.03%
9.61%
Janus Henderson Group plc
12,148,238US$314.3m121%0.12%
6.13%
BlackRock, Inc.
7,750,517US$200.5m1.28%no data
6.03%
The Vanguard Group, Inc.
7,618,404US$197.1m2.31%no data
4.69%
Wellington Management Group LLP
5,926,089US$153.3m-39.8%0.02%
3.56%
ClearBridge Investments, LLC
4,501,055US$116.4m-19.4%0.08%
2.38%
Dimensional Fund Advisors LP
3,014,049US$78.0m7.6%0.01%
2.11%
Invesco Ltd.
2,671,874US$69.1m192%0.02%
1.48%
Geode Capital Management, LLC
1,864,346US$48.2m2.36%no data
1.42%
State Street Global Advisors, Inc.
1,799,054US$46.5m-0.6%no data
1.41%
Deerfield Management Company, L.P. Series C
1,780,287US$46.1m-62.2%0.84%
1.15%
King Street Capital Management, L.P.
1,450,000US$37.5m0%37.57%
1.11%
American Century Investment Management Inc
1,399,756US$36.2m224%0.02%
0.98%
E. Öhman J:or Wealth Management
1,243,111US$32.2m40.3%0.17%
0.98%
Victory Capital Management Inc.
1,241,865US$32.1m-6.65%0.03%
0.92%
Columbia Management Investment Advisers, LLC
1,157,188US$29.9m161%0.01%
0.67%
Norges Bank Investment Management
842,876US$21.8m0%no data
0.66%
Charles Schwab Investment Management, Inc.
834,417US$21.6m7.98%no data
0.65%
Avidity Partners Management, L.P.
827,000US$21.4m-36.7%1.23%
0.59%
Northern Trust Global Investments
746,133US$19.3m4.35%no data
0.58%
ThornTree Capital Partners LP
736,999US$19.1m-26.3%3.24%
0.57%
UBS Asset Management AG
726,686US$18.8m-0.17%no data
0.55%
Silvercrest Asset Management Group LLC
689,024US$17.8m50.9%0.12%
0.54%
Teachers Insurance and Annuity Association-College Retirement Equities Fund
683,876US$17.7m0%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/02/16 09:07
End of Day Share Price 2025/02/14 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Surgery Partners, Inc. is covered by 24 analysts. 12 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Steven ValiquetteBarclays
Sarah JamesBarclays
Andrew MokBarclays