Surgery Partners, Inc. (SGRY) — SEC Filings
Surgery Partners, Inc. (SGRY) — 35 SEC filings. Latest: 10-Q (May 5, 2026). Includes 18 8-K, 7 10-Q, 4 SC 13G/A.
View Surgery Partners, Inc. on SEC EDGAR
Overview
Surgery Partners, Inc. (SGRY) is a publicly traded company tracked on ReadTheFiling. The most recent enriched filing is a 8-K filed on Dec 12, 2025: On December 11, 2025, Surgery Partners, Inc. filed an 8-K report. The filing primarily concerns "Other Events" and "Financial Statements and Exhibits," with no specific material events or financial details disclosed in the provided text. The report was filed as of December 12, 2025.
Sentiment Summary
Across 35 filings, the sentiment breakdown is: 33 neutral, 2 mixed. The dominant filing sentiment for Surgery Partners, Inc. is neutral.
Filing Type Overview
Surgery Partners, Inc. (SGRY) has filed 7 10-Q, 18 8-K, 1 DEF 14A, 2 10-K, 2 SC 13G, 4 SC 13G/A, 1 DEFA14A with the SEC between Jan 2024 to May 2026.
Filings by Year
Recent SEC Filings (35)
Risk Profile
Risk Assessment: Of SGRY's 26 recent filings, 1 were flagged as high-risk, 12 as medium-risk, and 13 as low-risk. The overall risk profile suggests relatively low risk with generally favorable filings.
Financial Highlights
| Metric | Value |
|---|---|
| Revenue | $821.5M |
| Net Income | $(22.7)M |
| Cash Position | $203.4M |
| Total Assets | $7,946.6M |
| Total Debt | $3,563.6M |
Key Executives
- David M. D. Smith
- Thomas S. "Steve" Smith
- Michael J. Ra
- Evans
- DeVeydt
- Abigail P. Johnson
Industry Context
The surgical facility industry, particularly Ambulatory Surgical Centers (ASCs), is experiencing growth driven by patient preference for outpatient procedures and cost-effectiveness compared to hospitals. However, it faces increasing competition, regulatory scrutiny, and pressure on reimbursement rates from payors.
Top Tags
financials (5) · governance (5) · Healthcare Services (4) · executive-compensation (4) · 10-Q (4) · sec-filing (3) · material-definitive-agreement (3) · financial-obligation (3) · board-changes (3) · healthcare (3)
Key Numbers
| Metric | Value | Context |
|---|---|---|
| Q3 2025 Revenues | $821.5M | Increased 6.6% from $770.4M in Q3 2024 |
| Nine-Month 2025 Revenues | $2,423.7M | Increased 7.7% from $2,249.9M in 2024 |
| Q3 2025 Net Loss Attributable to SGRY | $(22.7)M | Improved from $(31.7)M in Q3 2024 |
| Nine-Month 2025 Net Loss Attributable to SGRY | $(62.9)M | Worsened from $(59.6)M in 2024 |
| Q3 2025 Interest Expense, Net | $(74.9)M | Increased from $(50.0)M in Q3 2024 |
| Long-Term Debt (less current maturities) as of Sep 30, 2025 | $3,460.6M | Increased from $3,268.9M at Dec 31, 2024 |
| Surgical Facilities | 165 | Portfolio as of September 30, 2025 |
| Common Shares Outstanding | 129,341,779 | As of November 3, 2025 |
| Q2 2025 Revenue | $740.5M | Increased from $680.2M in Q2 2024, showing 8.9% growth. |
| Q2 2025 Net Income | $15.3M | Decreased from $17.8M in Q2 2024, indicating a 14.0% decline. |
| Six-Month 2025 Revenue | $1.45B | Increased from $1.32B in the first half of 2024, reflecting strong year-to-date performance. |
| Long-Term Debt | $2.89B | As of June 30, 2025, a significant liability to monitor. |
| Total Assets | $4.78B | As of June 30, 2025, indicating the company's overall resource base. |
| Fiscal Year End | 12/31 | Indicates the company's annual reporting cycle. |
| Fiscal Year | 2024 | The period covered by the 10-K filing. |
Forward-Looking Statements
- {"claim":"FMR LLC will maintain a significant, passive ownership stake in Surgery Partners, Inc. for the foreseeable future.","entity":"FMR LLC","targetDate":"2025-02-09","confidence":"high"}
- {"claim":"Surgery Partners, Inc. stock price will likely not experience significant volatility directly due to FMR LLC's holdings in the near term, given the passive nature of the filing.","entity":"Surgery Partners, Inc.","targetDate":"2024-08-09","confidence":"medium"}
- {"claim":"Wellington Management Group LLP will maintain a significant, passive stake in Surgery Partners, Inc. for the foreseeable future.","entity":"Wellington Management Group LLP","targetDate":"December 29, 2024","confidence":"medium"}
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Frequently Asked Questions
What are the latest SEC filings for Surgery Partners, Inc. (SGRY)?
Surgery Partners, Inc. has 35 recent SEC filings from Jan 2024 to May 2026, including 18 8-K, 7 10-Q, 4 SC 13G/A. Each filing includes an AI-generated plain-English summary.
What is the overall sentiment of SGRY filings?
Across 35 filings, the sentiment breakdown is: 33 neutral, 2 mixed. The dominant sentiment is neutral.
Where can I find Surgery Partners, Inc. SEC filings explained simply?
ReadTheFiling provides AI-powered plain-English summaries of all Surgery Partners, Inc. (SGRY) SEC filings, including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and insider trades.
What are the key financial highlights for Surgery Partners, Inc.?
Key financial highlights from Surgery Partners, Inc.'s most recent 10-Q include metrics such as revenue, net income, EPS, and debt ratios. Visit the filing detail page for the full breakdown.
What is the investment thesis for SGRY?
The investment thesis for SGRY includes bull, base, and bear case scenarios derived from AI analysis of recent SEC filings.
Who are the key executives at Surgery Partners, Inc.?
Key executives identified across Surgery Partners, Inc.'s filings include David M. D. Smith, Thomas S. "Steve" Smith, Michael J. Ra, Evans, DeVeydt and 1 others.
What are the main risk factors for Surgery Partners, Inc. stock?
Of SGRY's 26 assessed filings, 1 were flagged high-risk, 12 medium-risk, and 13 low-risk.
What are recent predictions and forward guidance from Surgery Partners, Inc.?
Recent forward-looking statements from Surgery Partners, Inc. include guidance on {"claim":"FMR LLC will maintain a significant, passive ownership stake in Surgery Partners, Inc. for the foreseeable fut and 2 other predictions.