Energy Income Partners LLC Increases Stake in UGI Corporation $UGI

Energy Income Partners LLC raised its stake in UGI Corporation (NYSE:UGI) by 1.5% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 1,302,403 shares of the utilities provider’s stock after acquiring an additional 18,808 shares during the quarter. Energy Income Partners LLC’s holdings in UGI were worth $44,985,000 at the end of the most recent reporting period.

Several other hedge funds have also bought and sold shares of the stock. Citizens Financial Group Inc. RI acquired a new stake in shares of UGI during the 2nd quarter worth approximately $242,000. Pallas Capital Advisors LLC purchased a new stake in UGI during the second quarter worth $347,000. Perigon Wealth Management LLC grew its position in UGI by 19.4% during the second quarter. Perigon Wealth Management LLC now owns 8,299 shares of the utilities provider’s stock valued at $287,000 after buying an additional 1,351 shares during the period. Persistent Asset Partners Ltd acquired a new stake in UGI during the second quarter valued at $71,000. Finally, Chase Investment Counsel Corp increased its holdings in UGI by 3.5% in the second quarter. Chase Investment Counsel Corp now owns 29,656 shares of the utilities provider’s stock valued at $1,024,000 after buying an additional 993 shares in the last quarter. Hedge funds and other institutional investors own 82.34% of the company’s stock.

Insider Activity

In related news, insider Kathleen Shea-Ballay sold 25,360 shares of the business’s stock in a transaction that occurred on Thursday, June 18th. The stock was sold at an average price of $33.62, for a total transaction of $852,603.20. Following the completion of the sale, the insider directly owned 25,360 shares in the company, valued at approximately $852,603.20. The trade was a 50.00% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. 0.57% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

A number of research analysts have weighed in on UGI shares. Jefferies Financial Group reiterated a “hold” rating and issued a $40.00 price objective (down from $45.00) on shares of UGI in a research report on Thursday, April 30th. Weiss Ratings cut UGI from a “buy (b)” rating to a “hold (c+)” rating in a research report on Tuesday, August 11th. Zacks Research cut UGI from a “hold” rating to a “strong sell” rating in a report on Monday, July 13th. Wall Street Zen downgraded UGI from a “hold” rating to a “sell” rating in a research report on Saturday. Finally, Wells Fargo & Company dropped their price objective on UGI from $45.00 to $42.00 and set an “overweight” rating on the stock in a report on Friday, August 7th. Three equities research analysts have rated the stock with a Buy rating, two have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus price target of $42.00.

UGI News Roundup

Here are the key news stories impacting UGI this week:

• Positive Sentiment: KKR’s reported $9 billion bid could provide a substantial valuation catalyst and raises the possibility of additional offers or a higher price if UGI conducts a formal sale process. Trading was briefly halted for a volatility-related LULD pause as investors reacted. Reuters: KKR makes $9 billion takeover bid for UGI
• Positive Sentiment: The reported offer is consistent with prior investor interest in UGI’s portfolio, including its earlier review of strategic alternatives for its liquefied petroleum gas businesses. UGI also recently reaffirmed fiscal 2026 adjusted EPS guidance of $2.75 to $2.90 and highlighted a proposed Pennsylvania gas-rate settlement that could support a two-step $65 million increase. Quiver Quantitative: UGI jumps on buyout speculation
• Neutral Sentiment: UGI Utilities recently privately placed $125 million of 5.45% senior unsecured notes. The financing provides capital but also adds to the company’s debt obligations. TipRanks: UGI Utilities privately places senior unsecured notes
• Negative Sentiment: The bid remains unconfirmed and unsolicited, so investors face deal risks, including potential rejection, regulatory review, financing conditions, or a failure to reach a binding agreement. A recent sale of shares by UGI’s chief legal officer is a minor additional negative signal, though it does not establish a broader insider-trading trend.

UGI Stock Up 9.5%

UGI stock opened at $38.42 on Wednesday. UGI Corporation has a 52 week low of $31.62 and a 52 week high of $41.34. The company has a quick ratio of 1.22, a current ratio of 1.44 and a debt-to-equity ratio of 1.28. The firm has a 50-day simple moving average of $35.50 and a 200-day simple moving average of $36.17. The stock has a market capitalization of $8.24 billion, a P/E ratio of 12.85 and a beta of 0.93.

UGI (NYSE:UGI) last issued its quarterly earnings results on Thursday, August 6th. The utilities provider reported ($0.20) earnings per share for the quarter, missing analysts’ consensus estimates of ($0.08) by ($0.12). UGI had a net margin of 9.20% and a return on equity of 12.80%. The company had revenue of $1.33 billion during the quarter, compared to analysts’ expectations of $1.50 billion. Equities analysts forecast that UGI Corporation will post 2.85 earnings per share for the current fiscal year.

UGI Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, October 1st. Stockholders of record on Tuesday, September 15th will be paid a $0.375 dividend. 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 payout ratio is currently 50.17%.

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.