Hsbc Holdings PLC Takes Position in Surgery Partners, Inc. $SGRY

Posted by Francis Steltz on Aug 27th, 2026

Hsbc Holdings PLC bought a new position in Surgery Partners, Inc. (NASDAQ:SGRY – Free Report) in the 2nd quarter, HoldingsChannel reports. The fund bought 2,958,912 shares of the company’s stock, valued at approximately $48,912,000.

A number of other institutional investors and hedge funds have also modified their holdings of the business. UBS Group AG grew its position in Surgery Partners by 111.4% during the fourth quarter. UBS Group AG now owns 7,803,974 shares of the company’s stock valued at $120,571,000 after purchasing an additional 4,113,052 shares in the last quarter. Irenic Capital Management LP lifted its position in Surgery Partners by 740.2% in the 1st quarter. Irenic Capital Management LP now owns 711,000 shares of the company’s stock worth $8,475,000 after buying an additional 626,380 shares in the last quarter. Dimensional Fund Advisors LP lifted its position in Surgery Partners by 7.9% in the 1st quarter. Dimensional Fund Advisors LP now owns 5,296,411 shares of the company’s stock worth $63,131,000 after buying an additional 389,831 shares in the last quarter. Clearline Capital LP acquired a new stake in shares of Surgery Partners during the 4th quarter valued at $3,088,000. Finally, Quantinno Capital Management LP boosted its stake in shares of Surgery Partners by 435.0% during the 1st quarter. Quantinno Capital Management LP now owns 82,520 shares of the company’s stock valued at $984,000 after buying an additional 67,095 shares during the period.

Insider Activity

In other Surgery Partners news, Director Teresa Deluca acquired 10,000 shares of the firm’s stock in a transaction that occurred on Tuesday, August 18th. The stock was purchased at an average cost of $14.35 per share, for a total transaction of $143,500.00. Following the completion of the acquisition, the director owned 66,843 shares of the company’s stock, valued at approximately $959,197.05. This trade represents a 17.59% increase in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Insiders own 2.00% of the company’s stock.

Surgery Partners Price Performance

Shares of SGRY opened at $14.04 on Thursday. The company has a debt-to-equity ratio of 1.18, a quick ratio of 1.78 and a current ratio of 1.95. The firm has a market cap of $1.84 billion, a PE ratio of -20.06, a PEG ratio of 3.81 and a beta of 1.91. The firm’s 50 day moving average price is $15.52 and its 200 day moving average price is $14.39. Surgery Partners, Inc. has a twelve month low of $11.41 and a twelve month high of $23.44.

Surgery Partners (NASDAQ:SGRY – Get Free Report) last posted its earnings results on Monday, August 10th. The company reported $0.10 EPS for the quarter, topping the consensus estimate of $0.06 by $0.04. Surgery Partners had a negative net margin of 2.63% and a positive return on equity of 0.88%. The company had revenue of $848.90 million during the quarter, compared to the consensus estimate of $830.03 million. During the same period in the previous year, the firm posted $0.17 earnings per share. The company’s revenue for the quarter was up 2.7% compared to the same quarter last year. As a group, research analysts expect that Surgery Partners, Inc. will post 0.25 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

Several research firms have recently commented on SGRY. Royal Bank Of Canada lowered their price target on shares of Surgery Partners from $20.00 to $19.00 and set an “outperform” rating on the stock in a report on Tuesday, August 11th. TD Cowen increased their price objective on Surgery Partners from $17.00 to $19.00 and gave the stock a “buy” rating in a report on Tuesday, August 11th. Zacks Research cut Surgery Partners from a “strong-buy” rating to a “hold” rating in a research report on Monday, August 10th. Weiss Ratings restated a “sell (e+)” rating on shares of Surgery Partners in a research note on Friday, August 21st. Finally, Benchmark reaffirmed a “buy” rating on shares of Surgery Partners in a research report on Tuesday, August 11th. Seven research analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $19.45.

Check Out Our Latest Research Report on Surgery Partners

Surgery Partners Profile

(Free Report)

Surgery Partners, Inc operates as a healthcare services provider specializing in the management and ownership of ambulatory surgery centers, surgical hospitals and multispecialty rehabilitation hospitals across the United States. Through its network of facilities, the company coordinates and delivers a broad range of outpatient surgical procedures in specialties such as orthopedics, ophthalmology, otolaryngology, gastroenterology, pain management and general surgery. Its integrated platform offers ancillary services including on-site imaging, laboratory testing, infusion therapy and physical, occupational and speech rehabilitation.

Since its establishment in 2010 and subsequent public listing in 2015, Surgery Partners has focused on strategic partnerships with physicians and health systems to expand access to cost-effective outpatient care.