Inside the research

UGI Corporation

UGI Research profile · latest available data

Price overview

$36.51

▲ +0.14 (+0.4%)

52w hi$39.39
52w lo$30.48
Vol1.39M
As of25 Sep 2026

The Verdict

Hold

Our score -0.02

Short+0.34
Medium-0.20
Long-0.39

computed 2026-09-27

Key fundamentals

UGI Corporation

Utilities · Utilities - Regulated Gas

Market cap$7.83B
Enterprise value$14.41B
Trailing P/E12.13x
Forward P/E11.34x
EV / EBITDA8.28x
P / S (ttm)1.07x
Profit margin9.2%
Return on equity13.3%
Revenue growth-4.5%
Debt / equity134.99

Layer Breakdown

LayerRawContribution
Fundamental+0.16
Sector-0.10
Technical+0.14
Earnings+0.00
Sentiment+0.00

macro × 1.00 · 2026-09-27

Business overview

UGI Corporation, together with its subsidiaries, engages in the distribution, storage, transportation, and marketing of energy products and related services in the United States and internationally. The company operates through four segments: Utilities, Midstream & Marketing, UGI International, and AmeriGas Propane. It distributes approximately 801 million gallons of propane to residential, commercial/industrial, motor fuel, agricultural, and wholesale customers. The company distributes liquefied petroleum gases (LPG) to residential, commercial, industrial, agricultural, wholesale and automobile fuel customers; and provides logistics, storage, and other services to third-party LPG distributors. In addition, it engages in the retail sale of natural gas, liquid fuels, and electricity to approximately 10,800 residential, commercial, and industrial customers. Further, the company distributes natural gas to approximately 694,000 customers in eastern and central Pennsylvania counties through its distribution system of approximately 12,700 miles of gas mains; and supplies electricity to approximately 62,900 customers in northeastern Pennsylvania through 2,700 miles of lines and 14 substations. Additionally, it operates electric generation facilities; natural gas liquefaction, storage, and vaporization facility; propane storage and propane-air mixing stations; and rail transshipment terminals. It manages natural gas pipeline and storage contracts; develops, owns, and operates pipelines, gathering infrastructure, and gas storage facilities. UGI Corporation was incorporated in 1882 and is headquartered in King of Prussia, Pennsylvania.

United States · www.ugicorp.com

Risk Metrics

Beta vs SPX0.31
Corr SPX0.20
Annual vol25.4%
Annual ret+24.1%
Sharpe0.95
Max DD-20.5%

Window: 504 trading days (504 obs)

Material Events

DateEvent8-K
2026-08-10Officer / Director Change, Exhibitsread
2026-08-06Earnings Release, Reg FD Disclosure…read
2026-07-07Material Agreement, Material Obligation…read
2026-05-28Officer / Director Changeread
2026-05-26Material Agreement, Termination of Agreement…read
2026-05-22Material Agreement, Material Obligation…read
2026-05-18Other Material Event, Exhibitsread
2026-05-13Other Material Event, Exhibitsread
2026-05-12Reg FD Disclosure, Other Material Event…read
2026-05-11Other Material Event, Exhibitsread
2026-05-11Reg FD Disclosure, Other Material Event…read
2026-05-07Earnings Release, Reg FD Disclosure…read

Insider Trades

DateInsiderRoleActionSharesValue
2026-06-18Shea-Ballay KathleenOfficer, GC and Chief LegOption exercise25.36K$623.86K
2026-06-18Shea-Ballay KathleenOfficer, GC and Chief LegSell25.36K$852.49K
2026-04-10O'Brien SeanOfficer, Chief Financial Option exercise5.66K—
2026-04-10O'Brien SeanOfficer, Chief Financial Withheld for tax1.58K$59.79K
2026-02-11Tematio Jean FelixOfficer, VP, CAO & CorporOption exercise12.84K$315.86K
2026-02-11Tematio Jean FelixOfficer, VP, CAO & CorporSell12.84K$488.85K
2026-01-30Bingenheimer DavidDirectorGrant4.36K—
2026-01-30Harris Alan NDirectorGrant4.36K—
2026-01-30Longhi MarioDirectorGrant7.48K—
2026-01-30Bort M ShawnDirectorGrant4.36K—

Flow & Concentration

Insider 180d net-$852.49K
Insider buys / sells0 / 1
Insider biasNeutral
13F holders0
Top-5 share0.0%
HHI0 (—)

Dividends

Yield (TTM)2.05%
$ / share (TTM)$0.75
5y CAGR+2.7%

Annual dividend per share

2021$1.36
2022$1.42
2023$1.48
2024$1.50
2025$1.50
2026$0.38

SEC Filings

DateFormDoc
2026-08-108-Kview
2026-08-068-Kview
2026-08-0610-Qview
2026-07-078-Kview
2026-06-2411-Kview
2026-06-2411-Kview
2026-06-234view
2026-05-288-Kview
2026-05-268-Kview
2026-05-228-Kview
2026-05-188-Kview
2026-05-138-Kview
2026-05-128-Kview
2026-05-118-Kview
2026-05-118-Kview

The Long Run

FY 2010–2025 · 16 years

LineLatestCAGRTrend
Revenue$7.15B+1.6%
Operating income$770.00M+0.8%
Net income-$1.50B+12.1%
Cash from ops$1.11B+4.2%

Indices

S&P MidCap 400

Recent Sessions

DateOpenHighLowCloseVol
Sep 25$36.15$36.63$36.06$36.511.39M
Sep 24$36.73$36.93$36.36$36.371.51M
Sep 23$36.74$36.97$36.48$36.621.62M
Sep 22$37.34$37.45$36.78$36.851.63M
Sep 21$37.65$37.80$37.12$37.232.21M

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