Coppell Advisory Solutions LLC Takes Position in UGI Corporation $UGI

Posted by on Sep 3rd, 2026

Coppell Advisory Solutions LLC acquired a new stake in UGI Corporation (NYSE:UGI – Free Report) during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 112,758 shares of the utilities provider’s stock, valued at approximately $3,895,000. UGI comprises about 0.7% of Coppell Advisory Solutions LLC’s portfolio, making the stock its 28th largest position.

Other hedge funds also recently added to or reduced their stakes in the company. Aberdeen Wealth Management LLC acquired a new stake in UGI during the second quarter worth $42,000. Versant Capital Management Inc lifted its stake in shares of UGI by 45.6% in the 2nd quarter. Versant Capital Management Inc now owns 1,268 shares of the utilities provider’s stock valued at $44,000 after purchasing an additional 397 shares during the last quarter. Northwestern Mutual Wealth Management Co. acquired a new position in shares of UGI in the 2nd quarter valued at $53,000. Colonial Trust Co SC purchased a new position in shares of UGI during the 4th quarter worth $75,000. Finally, State of Wyoming acquired a new stake in shares of UGI during the 2nd quarter worth about $71,000. 82.34% of the stock is currently owned by hedge funds and other institutional investors.

Insider Transactions at UGI

In other UGI news, insider Kathleen Shea-Ballay sold 25,360 shares of the business’s 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 sale, the insider directly owned 25,360 shares in the company, valued at $852,603.20. This represents a 50.00% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. 0.57% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

UGI has been the topic of several research analyst reports. Wells Fargo & Company reduced their price objective on shares of UGI from $45.00 to $42.00 and set an “overweight” rating on the stock in a report on Friday, August 7th. Zacks Research lowered shares of UGI from a “hold” rating to a “strong sell” rating in a research note on Monday, July 13th. Weiss Ratings cut shares of UGI from a “buy (b)” rating to a “hold (c+)” rating in a research report on Tuesday, August 11th. Finally, Wall Street Zen raised shares of UGI from a “sell” rating to a “hold” rating in a research note on Saturday, August 29th. Three analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, UGI presently has an average rating of “Hold” and an average price target of $42.00.

Get Our Latest Research Report on UGI

UGI Trading Down 1.4%

UGI opened at $37.92 on Thursday. UGI Corporation has a 52 week low of $31.62 and a 52 week high of $41.34. The business has a fifty day simple moving average of $36.34 and a 200-day simple moving average of $36.12. The firm has a market cap of $8.13 billion, a P/E ratio of 12.68 and a beta of 0.94. The company has a quick ratio of 1.22, a current ratio of 1.44 and a debt-to-equity ratio of 1.28.

UGI (NYSE:UGI – Get Free Report) last posted its quarterly earnings data 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 during the quarter, compared to analysts’ expectations of $1.50 billion. UGI had a net margin of 9.20% and a return on equity of 12.80%. On average, equities analysts expect that UGI Corporation will post 2.82 earnings per share for the current year.

UGI Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, October 1st. Shareholders of record on Tuesday, September 15th will be given a $0.375 dividend. This represents a $1.50 annualized dividend and a yield of 4.0%. The ex-dividend date of this dividend is Tuesday, September 15th. UGI’s payout ratio is currently 50.17%.

UGI Profile

(Free Report)

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.

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Institutional Ownership by Quarter for UGI (NYSE:UGI)

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