Surgery Partners (SGRY) Long-Term Investments (2014 - 2026)

Surgery Partners (SGRY) posted Long-Term Investments of $225.4 million for Q1 2026, down 3.68% sequentially from $234.0 million in Q4 2025, and up 3.11% YoY from $218.6 million in Q1 2025.

Surgery Partners (SGRY) Long-Term Investments (2014 - 2026) Analysis & Trends

Surgery Partners (SGRY) has 13 years of Long-Term Investments data on file, last reported at $225.4 million in Q1 2026.

  • Quarterly Long-Term Investments rose 3.11% year-over-year to $225.4 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $225.4 million (up 3.11% YoY) and the FY2025 annual result came in at $234.0 million, up 8.64% from the prior year.
  • Long-Term Investments retreated to $225.4 million in Q1 2026 per SGRY's latest filing, from $234.0 million in the prior quarter.
  • The five-year high for Long-Term Investments was $234.0 million in Q4 2025, with the low at $94.5 million in Q1 2022.
  • Average Long-Term Investments over 5 years is $198.3 million, with a median of $196.3 million recorded in 2023.
  • Year-over-year, Long-Term Investments surged 114.54% in 2022 and retreated 3.26% in 2023.
  • Surgery Partners' Long-Term Investments stood at $190.3 million in 2022, then slipped by 3.26% to $184.1 million in 2023, then gained by 17.0% to $215.4 million in 2024, then advanced by 8.64% to $234.0 million in 2025, then slipped by 3.68% to $225.4 million in 2026.
  • Business Quant data shows SGRY's Long-Term Investments at $225.4 million in Q1 2026, $234.0 million in Q4 2025, and $229.4 million in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Long-Term Investments (Qtr)
1 HCA Healthcare 87.94 Bn 90.32 Bn 16.26 Bn 387.00 Mn
2 Chemed 18.08 Bn 18.07 Bn 215.76 Mn 143.78 Mn
3 Tenet Healthcare 16.59 Bn 15.76 Bn 4.41 Bn 3.81 Bn
4 Davita 15.37 Bn 16.23 Bn 1.07 Bn 167.44 Mn
5 Encompass Health 10.07 Bn 10.70 Bn 1.34 Bn -
6 Ensign 9.52 Bn 8.93 Bn 293.37 Mn -
7 Universal Health Services 9.19 Bn 9.15 Bn 3.21 Bn -
8 Pacs 6.96 Bn 6.72 Bn 345.96 Mn -
9 Ww International 6.14 Bn 5.98 Bn -149.29 Mn -
10 Surgery Partners 2.13 Bn 2.33 Bn 590.70 Mn 225.40 Mn

Historic Data

Download Data
DateValue
Mar 31, 2026 225.40 Mn
Dec 31, 2025 234.00 Mn
Sep 30, 2025 229.40 Mn
Jun 30, 2025 220.20 Mn
Mar 31, 2025 218.60 Mn
Dec 31, 2024 215.40 Mn
Sep 30, 2024 214.80 Mn
Jun 30, 2024 227.10 Mn
Mar 31, 2024 188.70 Mn
Dec 31, 2023 184.10 Mn
Sep 30, 2023 196.30 Mn
Jun 30, 2023 192.20 Mn
Mar 31, 2023 191.60 Mn
Dec 31, 2022 190.30 Mn
Sep 30, 2022 189.10 Mn
Jun 30, 2022 159.70 Mn
Mar 31, 2022 94.50 Mn
Dec 31, 2021 88.70 Mn
Sep 30, 2021 89.60 Mn
Jun 30, 2021 90.20 Mn