MSH Capital Advisors LLC bought a new position in shares of UGI Corporation (NYSE:UGI – Free Report) in the 2nd quarter, according to the company in its most recent disclosure with the SEC. The fund bought 56,788 shares of the utilities provider’s stock, valued at approximately $1,961,000.
Other institutional investors and hedge funds have also bought and sold shares of the company. Versant Capital Management Inc raised its holdings in 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 acquiring an additional 397 shares during the period. Torren Management LLC acquired a new position in shares of UGI in the fourth quarter valued at approximately $65,000. Persistent Asset Partners Ltd acquired a new position in shares of UGI in the second quarter valued at approximately $71,000. State of Wyoming bought a new position in shares of UGI during the second quarter worth approximately $71,000. Finally, Colonial Trust Co SC bought a new position in shares of UGI during the fourth quarter worth approximately $75,000. Institutional investors and hedge funds own 82.34% of the company’s stock.
UGI Stock Up 0.4%
NYSE UGI opened at $38.55 on Thursday. The company has a market cap of $8.27 billion, a price-to-earnings ratio of 12.89 and a beta of 0.93. UGI Corporation has a 1-year low of $31.62 and a 1-year high of $41.34. The company has a current ratio of 1.44, a quick ratio of 1.22 and a debt-to-equity ratio of 1.28. The company has a 50 day moving average of $35.57 and a 200-day moving average of $36.16.
UGI Dividend Announcement
The business also recently announced a quarterly dividend, which will be paid on Thursday, October 1st. Stockholders of record on Tuesday, September 15th will be issued a dividend of $0.375 per share. This represents a $1.50 annualized dividend and a dividend yield of 3.9%. The ex-dividend date of this dividend is Tuesday, September 15th. UGI’s dividend payout ratio is 50.17%.
Insider Activity at UGI
In related news, insider Kathleen Shea-Ballay sold 25,360 shares of the firm’s stock in a transaction on Thursday, June 18th. The stock was sold at an average price of $33.62, for a total value of $852,603.20. Following the transaction, the insider owned 25,360 shares in the company, valued at approximately $852,603.20. This trade 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 accessible through this link. Insiders own 0.57% of the company’s stock.
Analyst Ratings Changes
Several analysts recently issued reports on UGI shares. Zacks Research downgraded UGI from a “hold” rating to a “strong sell” rating in a research note on Monday, July 13th. Wall Street Zen cut UGI from a “hold” rating to a “sell” rating in a research report on Saturday, August 15th. Weiss Ratings cut shares of UGI from a “buy (b)” rating to a “hold (c+)” rating in a research report on Tuesday, August 11th. Jefferies Financial Group restated a “hold” rating and issued a $40.00 price target (down from $45.00) on shares of UGI in a research note on Thursday, April 30th. Finally, Wells Fargo & Company lowered their price target on shares of UGI from $45.00 to $42.00 and set an “overweight” rating on the stock in a research report on Friday, August 7th. Three equities research analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average target price of $42.00.
View Our Latest Research Report on UGI
Key Stories Impacting UGI
Here are the key news stories impacting UGI this week:
- Positive Sentiment: Takeover speculation is supporting UGI’s stock because a potential cash acquisition could deliver a premium to shareholders. Reports describe KKR’s proposal as an offer for the Pennsylvania-based natural gas and electricity distributor, although the bid remains subject to negotiations and due diligence. MarketWatch report on UGI shares and KKR
- Positive Sentiment: UGI’s underlying outlook provides additional support for the valuation: management recently reaffirmed fiscal 2026 adjusted diluted EPS guidance of $2.75 to $2.90 and highlighted a proposed Pennsylvania gas-rate settlement that could provide a two-step, $65 million increase if approved.
- Neutral Sentiment: The deal is not yet certain. The reported proposal is unsolicited, and UGI has not announced a completed transaction; therefore, the recent gains may reverse if the offer is rejected, withdrawn, or fails to progress. Benzinga report on UGI’s unsolicited buyout offer
- Negative Sentiment: UGI’s latest reported quarter was weaker than expected, with revenue of $1.33 billion versus a $1.50 billion consensus estimate and a loss of $0.20 per share compared with an expected loss of $0.08. The results could limit investor enthusiasm if takeover discussions fade.
UGI Profile
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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