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
DateValue
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