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 has reported Long-Term Investments for 13 years, with the latest figure 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.
- Over five years, Long-Term Investments peaked at $234.0 million in Q4 2025 and troughed at $94.5 million in Q1 2022.
- A 5-year average of $198.3 million and a median of $196.3 million in 2023 frame the typical range for Long-Term Investments.
- The sharpest annual moves came in 2022 and 2023: Long-Term Investments soared 114.54% in 2022, then declined 3.26% in 2023.
- Over 5 years, Long-Term Investments stood at $190.3 million in 2022, then decreased by 3.26% to $184.1 million in 2023, then rose by 17.0% to $215.4 million in 2024, then gained by 8.64% to $234.0 million in 2025, then decreased by 3.68% to $225.4 million in 2026.
- According to Business Quant data, Long-Term Investments over the past three periods registered $225.4 million, $234.0 million, and $229.4 million for Q1 2026, Q4 2025, and Q3 2025 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | HCA Healthcare | 88.19 Bn | 90.61 Bn | 15.19 Bn | 813.00 Mn |
| 2 | Tenet Healthcare | 21.59 Bn | 21.56 Bn | 4.45 Bn | 3.80 Bn |
| 3 | Encompass Health | 12.19 Bn | 12.86 Bn | 1.34 Bn | - |
| 4 | Davita | 11.52 Bn | 12.39 Bn | 1.16 Bn | 183.80 Mn |
| 5 | Ensign | 10.59 Bn | 10.27 Bn | 306.24 Mn | - |
| 6 | Universal Health Services | 8.79 Bn | 8.72 Bn | 3.29 Bn | - |
| 7 | Pacs | 7.04 Bn | 6.88 Bn | 338.46 Mn | - |
| 8 | Chemed | 6.96 Bn | 6.92 Bn | 221.47 Mn | 148.15 Mn |
| 9 | Concentra Group Holdings Parent | 4.52 Bn | 4.38 Bn | 192.10 Mn | - |
| 10 | Surgery Partners | 1.97 Bn | 3.18 Bn | 622.10 Mn | 226.90 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 226.90 Mn |
| 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 |