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SGRY · Surgery Partners, Inc.

$16.41 +0.83 (+5.33%)
Market Cap
$2.04B
Shares
130.79M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$15.58 Open$15.40 Day$15.33–15.86 52W$11.41–24.10 Avg vol 30d1.3M Short int14.8M · 11.3% float · 11.4d Short vol13% Last earningsMay 5, 2026 DataJan 2020–Jul 2026 Filing10-Q · May 5

Up next

Next earnings call
Aug 4, 2026 Est · unconfirmed · in 1 wks
FQ3-26 quarter ends
~Sep 30, 2026 Est
filed May 5, 2026

AI Brief

TL;DR.

Bullish
    Bearish

      AI-generated from the earnings call and 8-K · may contain errors · not investment advice

      Ask ALVIS about this →

      Equibles Rating

      blended score · not investment advice
      Overall
      Neutral
      SellHoldBuy
      Technical Buy Momentum Neutral Sentiment Bullish Fundamentals Excellent Quant / Vol Very High
      Market backdrop VIX 18.2 · elevated Equity put/call 0.71
      Technical
      price trend
      Buy
      50 / 200-day cross No cross
      Price vs 200-day avg +0%
      above
      Price vs 50-day avg +4%
      above
      RSI (14) 49
      neutral
      MACD trend Negative
      52-week position 33%
      mid-range
      Momentum
      relative strength
      Neutral
      1-month return −2%
      trailing
      6-month return +5%
      trailing
      YTD return +1%
      this year
      Relative strength −2%
      vs S&P · 6-mo
      Sentiment
      smart money
      Bullish
      Trend (MA cross) No cross
      50d $15 › 200d $16 — 200d above 50d
      Institutional flow Accumulating
      31 of 183 funds reported for Jun 30 · net +9.0K sh shares · +10 new
      Insider flow Flat
      No net insider activity over 90 days
      Short interest Falling
      11.32% of float · ▼ -2.1% MoM · 11.4 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Steady
      183 holders — mid 3-yr range
      Squeeze score 77
      high risk · 0–100
      Fundamentals
      Excellent
      Revenue growth +348%
      Y/Y
      EPS growth +54%
      Y/Y
      Free cash flow $195.6M
      Buyback $46.0M
      remaining
      Balance sheet $3.5B
      net debt
      Quant / Vol
      risk profile
      Very High
      Volatility 47%
      annualized · 1-yr
      Max drawdown −52%
      past year
      ATR 4.7%
      of price · 14-day

      Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

      Guidance & track record

      Latest guidance · from the 8-K filed May 5, 2026
      Revenues · full year 2026 Initiated $3.35B – $3.45B
      prior FY $3.31B midpoint +2.8% Y/Y
      Adjusted EBITDA · full year 2026 Initiated at least $530M
      Guided vs delivered · last 1 settled
      Revenue full year
      guided $3.28B – $3.3B
      $3.31B Beat +0.6%

      Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

      Technicals

      trend & momentum for long-term holders Buy
      1 · 3 · 2
      50 / 200-day cross
      No cross Neutral
      Price vs 200-day avg
      +0% Bullish
      Price vs 50-day avg
      +4% Bullish
      RSI (14)
      49 Neutral
      MACD trend
      Negative Bearish
      52-week position
      33% Neutral
      Market signals — smart money & positioning
      Bullish · 2 of 6
      Trend (MA cross) No cross
      50d $15 › 200d $16 — 200d above 50d
      Institutional flow Accumulating
      31 of 183 funds reported for Jun 30 · net +9.0K sh shares · +10 new
      Insider flow Flat
      No net insider activity over 90 days
      Short interest Falling
      11.32% of float · ▼ -2.1% MoM · 11.4 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Steady
      183 holders — mid 3-yr range
      Price context
      position in its 52-week range
      52-wk low $11 Now $16 · 33% 52-wk high $24
      vs 200-day avg +0% vs 50-day avg +4%

      Illustrative technical + ownership context — a signal mix, not investment advice.

      Key metrics

      the company's own KPIs, from its earnings releases, calls, and filings
      Metric Latest Period YoY
      Borrowing capacity under revolving credit facility $666.1M as of March 31, 2026
      Leverage calculated using consolidated debt from balance sheet divided by Adjusted EBITDA, befor non-GAAP 4.9 the fourth quarter
      Surgical cases -2.1% the fourth quarter

      Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file

      Versus peers

      Medical Care Facilities — same industry group
      Open screener →
      Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
      SGRY
      Surgery Partners, Inc.
      this stock
      $2.04B +0.8% +41.7% 11.3%
      HCA
      HCA Healthcare, Inc.
      $92.77B -10.3% +7.1% 14.4 2.6%
      FSNUY
      Fresenius SE & Co. KGaA
      $28.63B -11.3% 0.0%
      THC
      Tenet Healthcare Corp
      $22.19B +32.2% -2.3% 13.4 3.5%
      DVA
      Davita Inc.
      $15.37B +110.8% +6.5% 22.4 7.0%

      Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

      At a glance

      key data from every section
      Ownership
      Institutional Holders Accumulating
      Holders
      190
      % held
      121.1%
      Reported
      31 of 183
      Top holder
      Bain Capital Investors LLC
      Held Float
      View
      Held by Funds
      Fund positions
      197
      View
      Short & Settlement
      Short Interest Falling
      Shares short
      14.8M
      Days to cover
      11.4d
      Change
      -321.9K sh
      View
      Short Volume
      Short vol %
      13%
      As of
      Jul 29, 2026
      Short Total
      View
      Fails to Deliver
      FTD shares
      1.3K
      Value
      $21.6K
      As of
      Jun 30, 2026
      View
      Off-Exchange
      Off-exchange %
      50.3%
      Week of
      May 4, 2026
      Off-exch Lit
      View
      Financials
      Financials
      Revenue (FY)
      $592.6M
      Net income (FY)
      $-77.9M
      EPS diluted
      $-0.61
      View
      Buybacks
      Authorized
      $200.0M
      Remaining
      $46.0M
      Spent Remaining
      View
      Filings
      SEC Filings
      Latest
      8-K
      Filed
      Jul 24, 2026
      This year
      8
      View
      Proposed Sales
      Value
      $110.8K
      Shares
      8.9K
      Filed
      Mar 16, 2026
      View
      Earnings & Events
      Earnings Calls
      Last call
      May 5, 2026
      View
      Investor Relations
      Upcoming events
      1
      View

      Performance

      5D 20D 120D MTD YTD
      SGRY -2.8% -1.5% +5.3% -7.3% +0.8%
      SPY -1.0% 0.0% +7.4% -0.8% +8.6%
      vs SPY -1.8% -1.5% -2.2% -6.5% -7.8%

      Capital returns

      Buyback program · as of Dec 31, 2025
      Authorized
      $200.00M
      Spent (derived)
      $154.00M
      Remaining
      $46.00M
      Spent Remaining

      Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

      Key facts CIK 1638833 CUSIP 86881A100 13F (30d) 28 filings 28 filers Visit website Investor relations