UGI (NYSE:UGI) Upgraded by Wall Street Zen to “Hold” Rating

Wall Street Zen upgraded shares of UGI (NYSE:UGI) from a sell rating to a hold rating in a research note published on Saturday morning.

Other equities analysts also recently issued reports about the stock. Wells Fargo & Company reduced their price objective on shares of UGI from $45.00 to $42.00 and set an “overweight” rating for the company in a report on Friday, August 7th. Weiss Ratings lowered shares of UGI from a “buy (b)” rating to a “hold (c+)” rating in a research report on Tuesday, August 11th. Finally, Zacks Research cut shares of UGI from a “hold” rating to a “strong sell” rating in a research note on Monday, July 13th. Three equities research analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus target price of $42.00.

UGI Stock Down 0.3%

NYSE UGI opened at $38.12 on Friday. UGI has a twelve month low of $31.62 and a twelve month high of $41.34. The stock has a market cap of $8.18 billion, a PE ratio of 12.75 and a beta of 0.93. The firm has a 50-day simple moving average of $36.12 and a 200 day simple moving average of $36.12. The company has a debt-to-equity ratio of 1.28, a quick ratio of 1.22 and a current ratio of 1.44.

UGI (NYSE:UGI) last issued its quarterly earnings results on Thursday, August 6th. The utilities provider reported ($0.20) earnings per share (EPS) for the quarter, missing the consensus estimate of ($0.08) by ($0.12). The firm had revenue of $1.33 billion for the quarter, compared to the consensus estimate of $1.50 billion. UGI had a net margin of 9.20% and a return on equity of 12.80%. On average, research analysts forecast that UGI will post 2.82 EPS for the current year.

UGI Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, October 1st. Shareholders of record on Tuesday, September 15th will be issued a dividend of $0.375 per share. The ex-dividend date of this dividend is Tuesday, September 15th. This represents a $1.50 dividend on an annualized basis and a dividend yield of 3.9%. UGI’s dividend payout ratio (DPR) is presently 50.17%.

Insider Activity

In related news, insider Kathleen Shea-Ballay sold 25,360 shares of UGI stock in a transaction dated Thursday, June 18th. The shares were sold at an average price of $33.62, for a total transaction of $852,603.20. Following the completion of the transaction, the insider directly owned 25,360 shares of the company’s stock, valued at $852,603.20. This trade represents a 50.00% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. 0.57% of the stock is owned by company insiders.

Institutional Trading of UGI

Hedge funds have recently modified their holdings of the company. California State Teachers Retirement System increased its holdings in UGI by 3,298.1% during the 2nd quarter. California State Teachers Retirement System now owns 8,565,782 shares of the utilities provider’s stock valued at $295,862,000 after purchasing an additional 8,313,708 shares in the last quarter. Captrust Financial Advisors lifted its position in UGI by 34,940.4% during the 2nd quarter. Captrust Financial Advisors now owns 2,576,169 shares of the utilities provider’s stock worth $93,824,000 after buying an additional 2,568,817 shares in the last quarter. The Manufacturers Life Insurance Company bought a new stake in UGI during the 2nd quarter worth about $73,069,000. Russell Investments Group Ltd. increased its position in UGI by 75.7% in the 2nd quarter. Russell Investments Group Ltd. now owns 1,335,508 shares of the utilities provider’s stock valued at $46,130,000 after acquiring an additional 575,239 shares in the last quarter. Finally, Legal & General Group Plc acquired a new position in shares of UGI during the second quarter worth approximately $12,408,000. Institutional investors and hedge funds own 82.34% of the company’s stock.

UGI News Summary

Here are the key news stories impacting UGI this week:

• Positive Sentiment: KKR reportedly wants to acquire UGI for approximately $9 billion. A potential takeover at that valuation could provide upside support for UGI shareholders, although the report does not establish that a deal has been agreed or that negotiations will succeed. KKR Wants to Buy a Sleepy Utility for $9 Billion
• Positive Sentiment: Zacks Research modestly raised its Q1 2028 EPS forecast to $1.25 from $1.24 and its Q2 2028 forecast to $2.71 from $2.64. These increases suggest some improvement in longer-term quarterly expectations, despite the firm’s overall bearish rating.
• Neutral Sentiment: UGI is beginning natural-gas main replacement work in Pittston and system upgrades affecting parts of Lancaster City and Lancaster Township. The projects may improve reliability and support the regulated utility’s infrastructure base over time, but they will also cause temporary construction disruptions and do not represent an immediate earnings catalyst. UGI to begin natural gas main replacement in Pittston UGI system upgrades in Lancaster
• Negative Sentiment: Zacks cut its FY2026 EPS estimate to $2.83 from $2.89, FY2027 to $3.23 from $3.30, FY2028 to $3.50 from $3.53, and Q2 2027 to $2.53 from $2.54. The FY2026 forecast is also below the $2.85 consensus estimate, reinforcing concerns about earnings momentum and weighing against the potential takeover speculation.

About UGI

UGI Corporation (NYSE: UGI) is a publicly traded energy distribution company headquartered in King of Prussia, Pennsylvania. Founded in 1882 as the United Gas Improvement Company, UGI has grown into a diversified provider of energy products and services. The company’s operations are organized into three primary segments—AmeriGas Propane, UGI Utilities and UGI International—each focused on the delivery of propane, natural gas and related services to residential, commercial and industrial customers.

AmeriGas Propane, UGI’s largest segment, is the leading retail propane distributor in the United States with a network of dealers serving customers in all 50 states.