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 |
| Vol | 1.39M |
| As of | 25 Sep 2026 |
The Verdict
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/E | 12.13x |
| Forward P/E | 11.34x |
| EV / EBITDA | 8.28x |
| P / S (ttm) | 1.07x |
| Profit margin | 9.2% |
| Return on equity | 13.3% |
| Revenue growth | -4.5% |
| Debt / equity | 134.99 |
Layer Breakdown
| Layer | Raw | Contribution |
|---|---|---|
| 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.
Risk Metrics
| Beta vs SPX | 0.31 |
|---|---|
| Corr SPX | 0.20 |
| Annual vol | 25.4% |
| Annual ret | +24.1% |
| Sharpe | 0.95 |
| Max DD | -20.5% |
Window: 504 trading days (504 obs)
Material Events
| Date | Event | 8-K |
|---|---|---|
| 2026-08-10 | Officer / Director Change, Exhibits | read |
| 2026-08-06 | Earnings Release, Reg FD Disclosure… | read |
| 2026-07-07 | Material Agreement, Material Obligation… | read |
| 2026-05-28 | Officer / Director Change | read |
| 2026-05-26 | Material Agreement, Termination of Agreement… | read |
| 2026-05-22 | Material Agreement, Material Obligation… | read |
| 2026-05-18 | Other Material Event, Exhibits | read |
| 2026-05-13 | Other Material Event, Exhibits | read |
| 2026-05-12 | Reg FD Disclosure, Other Material Event… | read |
| 2026-05-11 | Other Material Event, Exhibits | read |
| 2026-05-11 | Reg FD Disclosure, Other Material Event… | read |
| 2026-05-07 | Earnings Release, Reg FD Disclosure… | read |
Insider Trades
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| 2026-06-18 | Shea-Ballay Kathleen | Officer, GC and Chief Leg | Option exercise | 25.36K | $623.86K |
| 2026-06-18 | Shea-Ballay Kathleen | Officer, GC and Chief Leg | Sell | 25.36K | $852.49K |
| 2026-04-10 | O'Brien Sean | Officer, Chief Financial | Option exercise | 5.66K | — |
| 2026-04-10 | O'Brien Sean | Officer, Chief Financial | Withheld for tax | 1.58K | $59.79K |
| 2026-02-11 | Tematio Jean Felix | Officer, VP, CAO & Corpor | Option exercise | 12.84K | $315.86K |
| 2026-02-11 | Tematio Jean Felix | Officer, VP, CAO & Corpor | Sell | 12.84K | $488.85K |
| 2026-01-30 | Bingenheimer David | Director | Grant | 4.36K | — |
| 2026-01-30 | Harris Alan N | Director | Grant | 4.36K | — |
| 2026-01-30 | Longhi Mario | Director | Grant | 7.48K | — |
| 2026-01-30 | Bort M Shawn | Director | Grant | 4.36K | — |
Flow & Concentration
| Insider 180d net | -$852.49K |
|---|---|
| Insider buys / sells | 0 / 1 |
| Insider bias | Neutral |
| 13F holders | 0 |
| Top-5 share | 0.0% |
| HHI | 0 (—) |
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
The Long Run
FY 2010–2025 · 16 years
| Line | Latest | CAGR | Trend |
|---|---|---|---|
| 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
Recent Sessions
| Date | Open | High | Low | Close | Vol |
|---|---|---|---|---|---|
| Sep 25 | $36.15 | $36.63 | $36.06 | $36.51 | 1.39M |
| Sep 24 | $36.73 | $36.93 | $36.36 | $36.37 | 1.51M |
| Sep 23 | $36.74 | $36.97 | $36.48 | $36.62 | 1.62M |
| Sep 22 | $37.34 | $37.45 | $36.78 | $36.85 | 1.63M |
| Sep 21 | $37.65 | $37.80 | $37.12 | $37.23 | 2.21M |
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