Surgery Partners, Inc.

Surgery Partners, Inc.

Healthcare

NASDAQ:SGRY · NASDAQ Global Select

Market Cap $1.94B Beta 1.95 P/E (TTM) -25.8
$15.31 +2.48%

+$0.37 today

52W Low $11.41High $24.10

Vol 1.22M · Avg 1.36M

EPS (TTM)-$0.59
Medical - Care Facilities

Management

Put operating results in leadership context

Review returns on capital, executive background, insider transactions, and growth quality to judge whether management is compounding value well.

Return Metrics

ROE, ROIC & ROA over time

Management

ROE

-4.5%

avg -4.8%

ROIC

4.2%

avg 2.5%

ROA

-0.9%

avg -1.3%

Analysis

ROIC is currently the strongest return metric at 4.2% versus its period average of 2.5%. 0 of 3 return metrics are above their quality threshold, which helps indicate how efficiently the company turns capital and assets into profit.

Management

Key executives, compensation & ownership

Management
NameTitleCompensationTenureAgeShares OwnedOwnership %

J. Eric Evans

Chief Executive Officer & Director$1.07M49$920,386.000.70%

David T. Doherty

Executive Vice President & Chief Financial Officer$676,654.0054$221,679.000.17%

Jennifer Baldock

Executive Vice President and Chief Administrative & Development Officer$638,038.0055$326,474.000.25%

Marissa A. Brittenham

Executive Vice President & Chief Strategy Officer$523,115.0041$94,196.000.07%

W. Trent Webb

President of American Group$520,352.0046$74,249.000.06%

Patrick Brown

Senior Vice President of Operations of National Group

Tamala Norris-McJunkins CPHQ

Senior Vice President & Enterprise Chief Clinical Officer

Brent Jacobs

Senior Vice President of Acquisitions & Development$86,594.000.07%

Jon Fredrickson

Senior Vice President & Chief Information Officer

Justin R. Oppenheimer

Executive Vice President, COO & National Group President41$120,259.000.09%

Neil C. Zieselman

Senior Vice President of Corporate Finance & Controller50

Noah Clevenger

Senior Vice President of South Region

Spencer Clark

General Counsel & Senior Vice President

Danielle Burkhalter

Executive Vice President & Chief Human Resources Officer41$76,864.000.06%

Jackie Wright

Chief Procurement Officer & Senior VP

Kelly T. Whelan

Senior VP & General Counsel of American Group$50.42M38.55%

Kristi Jensen

Senior Vice President of East Region

Roxanne Womack

Senior Vice President & Chief Compliance Officer

Shannon Yarrow

Senior Vice President of Managed Care

Steven Cornelison

Senior VP & Treasurer

Insider Trading

SEC Form 4 transactions — last 12 months

Management

Buys

0

$0.00

Sells

18

$3.52M

Net Sentiment

$3.52M

Net selling

Most Active

Doherty David T

3 transactions

DateInsiderTypeSharesPriceValue
Mar 16, 2026

Evans Jason Eric

Direct

Sell20.4K$12.47$254,388.00
Mar 16, 2026

Doherty David T

Direct

Sell8.9K$12.50$110,837.50
Mar 13, 2026

Burkhalter Danielle

Direct

Sell3.5K$12.83$44,507.27
Mar 13, 2026

Brittenham Marissa

Direct

Sell3.7K$12.54$45,858.78
Mar 12, 2026

Baldock Jennifer

Direct

Sell5.8K$13.17$76,359.66
Mar 6, 2026

Doherty David T

Direct

Sell14.6K$13.84$201,704.16
Mar 6, 2026

Baldock Jennifer

Direct

Sell10.1K$13.70$138,123.40
Mar 6, 2026

Webb William Trenton

Direct

Sell272$13.93$3,788.96
Mar 6, 2026

Brittenham Marissa

Direct

Sell8.8K$13.70$120,354.50
Mar 6, 2026

Evans Jason Eric

Direct

Sell11.5K$13.79$158,060.98

1–10 of 18

Analysis

Insiders reported 0 buys worth $0.00 and 18 sells worth $3.52M over the last 12 months. That adds up to net selling of $3.52M. Doherty David T was the most active insider with 3 transactions.

Growth Analysis

Historical CAGR & forward analyst estimates

Metric 10yr5yr3yr Fwd Est.
EPSN/AN/AN/A
+14.6% (13yr)1 analysts
RevenueN/AN/A+59.1%
+11.0% (13yr)3 analysts
Net IncomeN/AN/AN/A
+23.7% (13yr)3 analysts
EBITN/AN/A+50.0%
+8.3% (13yr)3 analysts

Analysis

Recent growth has been strongest in Revenue at +59.1% over three years. Forward estimates point to Net Income at +23.7% (13yr), giving you a quick check on whether expectations are accelerating or cooling.

Who manages SGRY?

Surgery Partners, Inc. (SGRY) lists 20 active executives. The top listed executive is Patrick Brown, Senior Vice President of Operations of National Group.

Are SGRY insiders buying or selling?

Recent insider activity shows net selling of $1.03B.

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