Wall Street Zen Upgrades UGI (NYSE:UGI) to Hold

UGI (NYSE:UGI) was upgraded by equities researchers at Wall Street Zen from a “sell” rating to a “hold” rating in a research report issued to clients and investors on Saturday.

A number of other research analysts have also weighed in on the stock. Zacks Research lowered shares of UGI from a “hold” rating to a “strong sell” rating in a research note on Monday, July 13th. Wells Fargo & Company lowered their price objective on shares of UGI from $45.00 to $42.00 and set an “overweight” rating for the company in a research report on Friday, August 7th. Finally, Weiss Ratings lowered shares of UGI from a “buy (b)” rating to a “hold (c+)” rating in a report on Tuesday, August 11th. Three research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus target price of $42.00.

UGI Stock Up 0.3%

Shares of UGI stock opened at $38.12 on Friday. UGI has a 1 year low of $31.62 and a 1 year high of $41.34. The business has a 50-day moving average of $36.12 and a two-hundred day moving average of $36.12. The company has a market capitalization of $8.18 billion, a P/E ratio of 12.75 and a beta of 0.93. The company has a debt-to-equity ratio of 1.28, a current ratio of 1.44 and a quick ratio of 1.22.

UGI (NYSE:UGI) last released its quarterly earnings data on Thursday, August 6th. The utilities provider reported ($0.20) earnings per share for the quarter, missing the consensus estimate of ($0.08) by ($0.12). UGI had a net margin of 9.20% and a return on equity of 12.80%. The business had revenue of $1.33 billion for the quarter, compared to the consensus estimate of $1.50 billion. As a group, equities analysts predict that UGI will post 2.82 EPS for the current year.

Insider Transactions at UGI

In related news, insider Kathleen Shea-Ballay sold 25,360 shares of UGI stock in a transaction that occurred 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 sale, the insider owned 25,360 shares of the company’s stock, valued at approximately $852,603.20. This trade represents a 50.00% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Corporate insiders own 0.57% of the company’s stock.

Hedge Funds Weigh In On UGI

Hedge funds have recently made changes to their positions in the business. MSH Capital Advisors LLC bought a new stake in shares of UGI in the second quarter worth $1,961,000. Landscape Capital Management L.L.C. bought a new position in UGI in the second quarter valued at $1,949,000. PEAK6 LLC bought a new position in UGI in the second quarter valued at $1,548,000. Csenge Advisory Group acquired a new stake in UGI in the 2nd quarter valued at $1,014,000. Finally, Bank of Nova Scotia acquired a new stake in UGI in the 2nd quarter valued at $10,515,000. 82.34% of the stock is owned by institutional investors.

More UGI News

Here are the key news stories impacting UGI this week:

• Positive Sentiment: KKR reportedly wants to acquire UGI for approximately $9 billion. A potential takeover at that valuation could provide upside support for UGI shareholders, although the report does not establish that a deal has been agreed or that negotiations will succeed. KKR Wants to Buy a Sleepy Utility for $9 Billion
• Positive Sentiment: Zacks Research modestly raised its Q1 2028 EPS forecast to $1.25 from $1.24 and its Q2 2028 forecast to $2.71 from $2.64. These increases suggest some improvement in longer-term quarterly expectations, despite the firm’s overall bearish rating.
• Neutral Sentiment: UGI is beginning natural-gas main replacement work in Pittston and system upgrades affecting parts of Lancaster City and Lancaster Township. The projects may improve reliability and support the regulated utility’s infrastructure base over time, but they will also cause temporary construction disruptions and do not represent an immediate earnings catalyst. UGI to begin natural gas main replacement in Pittston UGI system upgrades in Lancaster
• Negative Sentiment: Zacks cut its FY2026 EPS estimate to $2.83 from $2.89, FY2027 to $3.23 from $3.30, FY2028 to $3.50 from $3.53, and Q2 2027 to $2.53 from $2.54. The FY2026 forecast is also below the $2.85 consensus estimate, reinforcing concerns about earnings momentum and weighing against the potential takeover speculation.

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.