Csenge Advisory Group Takes Position in UGI Corporation $UGI

Csenge Advisory Group bought a new position in UGI Corporation (NYSE:UGI) in the second quarter, Holdings Channel.com reports. The firm bought 29,349 shares of the utilities provider’s stock, valued at approximately $1,014,000.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in UGI. Captrust Financial Advisors raised its position in UGI by 34,940.4% during the 2nd quarter. Captrust Financial Advisors now owns 2,576,169 shares of the utilities provider’s stock worth $93,824,000 after buying an additional 2,568,817 shares during the last quarter. Russell Investments Group Ltd. increased its stake in shares of UGI by 75.7% in the second quarter. Russell Investments Group Ltd. now owns 1,335,508 shares of the utilities provider’s stock worth $46,130,000 after acquiring an additional 575,239 shares during the period. Goldman Sachs Group Inc. increased its stake in shares of UGI by 14.3% in the first quarter. Goldman Sachs Group Inc. now owns 930,787 shares of the utilities provider’s stock worth $30,781,000 after acquiring an additional 116,372 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its holdings in shares of UGI by 17.2% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 785,327 shares of the utilities provider’s stock worth $25,971,000 after purchasing an additional 115,409 shares during the last quarter. Finally, NewEdge Wealth LLC acquired a new position in UGI during the second quarter valued at $3,537,000. Institutional investors and hedge funds own 82.34% of the company’s stock.

Insider Buying and Selling

In other news, insider Kathleen Shea-Ballay sold 25,360 shares of the firm’s stock in a transaction on Thursday, June 18th. The shares were sold at an average price of $33.62, for a total value of $852,603.20. Following the sale, the insider directly owned 25,360 shares in the company, valued at approximately $852,603.20. This trade represents a 50.00% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. 0.57% of the stock is owned by insiders.

Wall Street Analyst Weigh In

UGI has been the subject of a number of analyst reports. Wells Fargo & Company decreased their price target on UGI from $45.00 to $42.00 and set an “overweight” rating for the company in a report on Friday, August 7th. Weiss Ratings lowered shares of UGI from a “buy (b)” rating to a “hold (c+)” rating in a report on Tuesday, August 11th. Zacks Research cut shares of UGI from a “hold” rating to a “strong sell” rating in a research note on Monday, July 13th. Wall Street Zen downgraded shares of UGI from a “hold” rating to a “sell” rating in a report on Saturday, August 15th. Finally, Jefferies Financial Group restated a “hold” rating and set a $40.00 price target (down from $45.00) on shares of UGI in a research report on Thursday, April 30th. Three investment analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, UGI has a consensus rating of “Hold” and an average price target of $42.00.

UGI News Roundup

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 Trading Up 0.4%

Shares of UGI stock opened at $38.55 on Thursday. The company has a current ratio of 1.44, a quick ratio of 1.22 and a debt-to-equity ratio of 1.28. UGI Corporation has a twelve month low of $31.62 and a twelve month high of $41.34. The company’s 50-day moving average price is $35.57 and its 200-day moving average price is $36.16. The stock has a market cap of $8.27 billion, a price-to-earnings ratio of 12.89 and a beta of 0.93.

UGI (NYSE:UGI) last posted its earnings results on Thursday, August 6th. The utilities provider reported ($0.20) EPS for the quarter, missing analysts’ consensus estimates of ($0.08) by ($0.12). The business 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%. As a group, equities analysts predict that UGI Corporation will post 2.85 earnings per share for the current year.

UGI Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, October 1st. Shareholders of record on Tuesday, September 15th will be paid a $0.375 dividend. The ex-dividend date is Tuesday, September 15th. This represents a $1.50 annualized dividend and a dividend yield of 3.9%. UGI’s payout ratio is 50.17%.

UGI Company 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.