SecBot SecBot

UGI

UGI CORP
NYSE· Gas & Other Services Combined· Inc. PA· CIK 0000884614 Traditional Energy
$39.26 +0.15 (+0.38%)
Oct 27 4:00 PM ET · prev $39.11
Market cap
$8.3B
Mid cap
Consensus
Buy
89% Buy or better · 9 analysts
Median target
🔒 Subscribers only
Next earnings
Nov 18
in 22 days
1 year
+16.9%
from $33.59 · Oct 28
30 days
+8.3%
from $36.24
52-week range
$32.32–40.63
−3% from high · low May 7
Avg volume 20D
1.54M
shares / day
Short interest
🔒 Subscribers only
Insider net
−$1.3M
0 buyers · 2 sellers · 12 mo
New fund stakes
2
Q2 2026 13F · 2 exits
Filing reports
11
analyzed by SecBot
SecBot read MIXED 3 reports · 90 days
Balance 0 bearish · 0 bullish · 3 neutral oldest → newest, height = score
Avg score ·High conf. 2/3 ·Next Earnings date, Nov 18, 2026

Price

Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.

Signal stack

Where each data set points today.

  • InsidersBEARISH

    2 insiders sold $1.3M.

  • InstitutionsBULLISH

    Q2 2026: 45 added (2 new), 23 trimmed or exited. Largest new: Adage Capital Partners Gp, L.L.C $20.6M, Bank Of Nova Scotia $10.5M.

  • AnalystsBULLISH

    8 of 9 rate it Buy or better.

  • TrendUPTREND

    4% above its 50-day average.

Who's buying

13F· Q2 2026
2
new positions
2
exits
$31.1M
in new stakes

Quarterly 13F filings are due 45 days after each quarter ends.

The Street

9 analysts
Buy 89% rate it Buy or better
Strong Buy2Buy6Hold1Sell0Strong Sell0

Fresh Price Targets

Analyst price targets updated within the last 24 hours are for subscribers only.

Subscribe for Full Access
Recent actions
DateFirmActionRating
Sep 29, 2026Scotiabank
INITIATE
INITIATESector Outperform
Sep 9, 2026Jefferies
UPGRADE
UPGRADEBuy
Aug 7, 2026Wells Fargo
MAINTAIN
MAINTAINOverweight
May 12, 2026Wells Fargo
INITIATE
INITIATEOverweight
Apr 30, 2026Jefferies
DOWNGRADE
DOWNGRADEHold

Insider ledger

Form 4
$0
bought · 0 insiders
$1.3M
sold · 2 insiders
DateInsiderTypeValue
Jun 18, 2026
Shea-Ballay Kathleen
GC and Chief Legal Officer
EXERCISE$623.9K
Jun 18, 2026
Shea-Ballay Kathleen
GC and Chief Legal Officer
SELL$852.5K
Apr 10, 2026
O'Brien Sean
Chief Financial Officer
TAX W/H$59.8K
Apr 10, 2026
O'Brien Sean
Chief Financial Officer
EXERCISE5,660 sh
Feb 11, 2026
Tematio Jean Felix
VP, CAO & Corporate Controller
EXERCISE$315.9K
Feb 11, 2026
Tematio Jean Felix
VP, CAO & Corporate Controller
SELL$488.8K
Jan 30, 2026
Harris Alan N
Director
AWARD4,364 sh
Jan 30, 2026
Romano Kelly A
Director
AWARD4,364 sh

Earnings setup

Estimates
Nov 18
reports in 22 days

Revision history: 🔒 Fresh data, subscribers only

PeriodEPS est.Range30D rev.Revenue
Current Q🔒 Fresh data, subscribers only
Next Q$1.39$1.31–$1.47+2.8%$0.00
Current FY🔒 Fresh data, subscribers only
Next FY🔒 Fresh data, subscribers only

Short side

FINRA· Oct 15, 2026
🔒 Subscribers only
shares short
Trading halts
Aug 18, 2026Volatility PauseResumed
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 22, 2026 SEC
UGI entered into Amendment No. 27 to its existing Receivables Purchase Agreement (RPA) with PNC Bank, extending the…
8-K — Impact 3/10
Oct 19, 2026 SEC
Four asset managers increased their UGI positions in Q3 2026, with aggregate holdings rising by $1.8M to $4.1M. The…
INST-CLUSTER — Impact 3/10
Oct 2, 2026 SEC
Mountaineer Gas Company, an indirect wholly owned subsidiary of UGI Corporation, issued $50 million aggregate…
8-K — Impact 3/10
Sep 15, 2026 Short interest report
Short Interest: UGI up 23% to 12.9M shares
Settlement 2026-09-15 | Days to cover: 7.23 | ≈6.03% of shares outstanding (est.)
Jun 30, 2026 Inst.
Mitsubishi UFJ Trust & — ADD
3,478,438 shares ($120.1M)
Jun 30, 2026 Inst.
GOLDMAN SACHS GROUP INC — ADD
2,308,567 shares ($79.7M)
Jun 18, 2026 Insider
Shea-Ballay Kathleen acquired via exercise 25,360 shares
GC and Chief Legal Officer @ $24.60 ($623.9K)
Jun 18, 2026 Insider
Shea-Ballay Kathleen sold 25,360 shares
GC and Chief Legal Officer @ $33.62 ($852.5K)
Catalysts
Scheduled dates and disclosed events: earnings, FDA and trial readouts, halts, press releases. Colored dot = impact.
Upcoming
Recent

SecBot reports

11 filings · 1 bullish · 1 bearish · 2 mixed · 7 neutral
All UGI filing & press-release reports (11)