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| Date | Value |
|---|---|
| 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 |