Market Cap
$7.7B
UGI
UGI CORP /PA/
$37.20 ▲ +2.31%
Prev close $36.36Market cap$7.7B
ConsensusBuy
12-mo target$43.25 (+16.3%)
▲ Bullish
Analyst conviction 7/10
37 New Institutional Positions13 Institutional Exits Traditional Energy
Snapshot
The big-picture read on UGI right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Strong Buy (71%)
Inst. Holders
50 funds
Inst. Value
$5.2B
Inst. Activity
37 buys / 13 sells
Insider Activity
$0.00 buy / $1.3M sell
Insider Net $
-$1.3M
SEC Reports
8
Price chart 30d -1.6%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 short_volume
Jul 7, 2026 SEC Short Volume: UGI — 69.3% short (0.6M / 0.9M)
Short: 632,540 | Exempt: 3,687 | TRF Vol: 912,752 | Short Ratio: 69.3% | Off-exchange volume (dark p
UGI Energy Services, a wholly owned subsidiary of UGI Corp., entered into a $774 million refinancing of its existing ter
8-K — Impact 4/10
Jun 30, 2026 Inst.
Mitsubishi UFJ Trust & — ADD
3,478,438 shares ($120.1M)
Jun 30, 2026 Inst.
Jun 20, 2026 SEC NORGES BANK — NEW
2,627,450 shares ($90.8M)
A mixed institutional cluster in UGI for 2026-Q1 shows 23 buyers accumulating $142.5M net, led by Arrowstreet Capital an
INST-CLUSTER — Impact 5/10
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
May 26, 2026 SEC Shea-Ballay Kathleen sold 25,360 shares
GC and Chief Legal Officer @ $33.62 ($852.5K)
UGI Corp's subsidiaries, AmeriGas Partners and AmeriGas Finance Corp., issued $500 million of 6.875% Senior Notes due 20
8-K — Impact 6/10
Analyst ratings buy % -17.4%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
71% rate it Buy or better · 7 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 29, 2026 | Scotiabank | INITIATE | Sector Outperform | 56% |
| Sep 9, 2026 | Jefferies | UPGRADE | Buy | 53% |
| Aug 7, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| May 12, 2026 | Wells Fargo | INITIATE | Overweight | 54% |
| Apr 30, 2026 | Jefferies | DOWNGRADE | Hold | 53% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 1 | 4 | 2 | 0 | 0 | 71% | |
| Aug 1, 2026 | 1 | 4 | 2 | 0 | 0 | 71% | |
| Jul 1, 2026 | 1 | 4 | 2 | 0 | 0 | 71% | |
| Jun 1, 2026 | 1 | 4 | 2 | 0 | 0 | 71% | |
| May 1, 2026 | 1 | 3 | 2 | 0 | 0 | 67% | |
| Apr 1, 2026 | 2 | 3 | 1 | 0 | 0 | 83% | |
| Mar 1, 2026 | 2 | 3 | 1 | 0 | 0 | 83% | |
| Feb 1, 2026 | 3 | 3 | 1 | 0 | 0 | 86% |
Price targets
Where 4 covering analysts think UGI trades over the next 12 months.
$43.25 +16.3% upside Buy
Current$37.20 Low$42.00 Median$42.50 High$46.00 4 analysts
$42.00$46.00
Analyst rating Strong Buy· 1.3/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
8 SEC filing reports analyzed · 1 bullish, 1 bearish, 2 mixed, 4 neutral · avg impact 4.5/10.
NEUTRAL8-K4/10
UGI Energy Services, a wholly owned subsidiary of UGI Corp., entered into a $774 million refinancing
Jul 7, 2026
MIXEDINST-CLUSTER5/10
A mixed institutional cluster in UGI for 2026-Q1 shows 23 buyers accumulating $142.5M net, led by Ar
Jun 20, 2026
BULLISH8-K6/10
UGI Corp's subsidiaries, AmeriGas Partners and AmeriGas Finance Corp., issued $500 million of 6.875%
May 26, 2026
NEUTRAL8-K4/10
UGI International, wholly owned subsidiary of UGI Corp, issued €300M 5.000% senior notes due 2031. N
May 22, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: UGI — 69.3% short (0.6M / 0.9M)
Short: 632,540 | Exempt: 3,687 | TRF Vol: 912,752 | Short Ratio: 69.3% | Off-exchange volume (dark pool + OTC)
Sep 30, 2026
short_volume
Short Volume: UGI — 57.9% short (0.3M / 0.5M)
Short: 307,404 | Exempt: 0 | TRF Vol: 530,601 | Short Ratio: 57.9% | Off-exchange volume (dark pool + OTC)
Sep 18, 2026
short_volume
Short Volume: UGI — 59.6% short (0.3M / 0.6M)
Short: 342,773 | Exempt: 0 | TRF Vol: 575,253 | Short Ratio: 59.6% | Off-exchange volume (dark pool + OTC)
Sep 17, 2026
short_volume
Short Volume: UGI — 79.8% short (0.8M / 1.0M)
Short: 817,760 | Exempt: 72,581 | TRF Vol: 1,025,387 | Short Ratio: 79.8% | Off-exchange volume (dark pool + OTC)
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.)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $-0.91 | $-1.95–$-0.35 | -294.2% | -135.5% | 0↑ 2↓ | $1.4B | 3 |
| Next Q | $1.39 | $1.31–$1.47 | 10.6% | +2.8% | — | $0.0B | 3 |
| Current FY | $2.80 | $2.76–$2.83 | -15.7% | +0.1% | — | $7.3B | 4 |
| Next FY | $3.22 | $3.15–$3.26 | 15.0% | -1.1% | 0↑ 2↓ | $7.8B | 4 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $-0.907 | — |
| 7d ago | $-0.385 | -0.522 |
| 30d ago | $-0.385 | -0.522 |
| 60d ago | $-0.400 | -0.507 |
| 90d ago | $-0.325 | -0.582 |
Institutional ownership
Which big funds own UGI (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $5.2B total value (150,933,452 shares) as of 2026-Q2. Top holders: BlackRock,, FMR, VANGUARD. Net buying activity: 37 institutions added/increased vs 13 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 26,463,921 | $914.1M | 17.5% | — |
| FMR LLC | 13,986,188 | $483.1M | 9.3% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 12,615,116 | $435.7M | 8.4% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 9,647,183 | $333.2M | 6.4% | — |
| Neuberger Berman Group LLC | 8,201,866 | $283.3M | 5.4% | — |
| STATE STREET CORP | 6,869,984 | $239.8M | 4.6% | — |
| FULLER & THALER ASSET MANAGEMENT, INC. | 5,882,917 | $203.2M | 3.9% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 4,543,038 | $157.0M | 3.0% | — |
| NORTHERN TRUST CORP | 3,539,044 | $122.2M | 2.3% | — |
| Mitsubishi UFJ Trust & Banking Corp | 3,478,438 | $120.1M | 2.3% | ADD +40.0% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Mitsubishi UFJ Trust & Banking Corp | ADD | 2,485,146 | 3,478,438 | +40.0% | $120.1M |
| NORGES BANK | NEW | — | 2,627,450 | — | $90.8M |
| GOLDMAN SACHS GROUP INC | ADD | 1,775,356 | 2,308,567 | +30.0% | $79.7M |
| MACKENZIE FINANCIAL CORP | ADD | 1,085,937 | 1,526,713 | +40.6% | $52.7M |
| Russell Investments Group, Ltd. | ADD | 760,269 | 1,335,508 | +75.7% | $46.1M |
| UBS Group AG | ADD | 658,892 | 1,091,353 | +65.6% | $37.7M |
| RAYMOND JAMES FINANCIAL INC | ADD | 799,233 | 1,017,500 | +27.3% | $35.1M |
| Allianz Asset Management GmbH | ADD | 593,220 | 866,355 | +46.0% | $30.6M |
| Artisan Partners Limited Partnership | TRIM | 1,201,838 | 773,053 | -35.7% | $26.7M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | ADD | 591,049 | 761,712 | +28.9% | $26.3M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
12 insiders, 15 transactions. Net -$1.3M — $0.00 bought, $1.3M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 18, 2026 | Shea-Ballay Kathleen | GC and Chief Legal Officer | EXERCISE | 25,360 | $24.60 | $623.9K |
| Jun 18, 2026 | Shea-Ballay Kathleen | GC and Chief Legal Officer | SELL | 25,360 | $33.62 | $852.5K |
| Apr 10, 2026 | O'Brien Sean | Chief Financial Officer | TAX W/H | 1,576 | $37.94 | $59.8K |
| Apr 10, 2026 | O'Brien Sean | Chief Financial Officer | EXERCISE | 5,660 | — | — |
| Feb 11, 2026 | Tematio Jean Felix | VP, CAO & Corporate Controller | EXERCISE | 12,840 | $24.60 | $315.9K |
| Feb 11, 2026 | Tematio Jean Felix | VP, CAO & Corporate Controller | SELL | 12,840 | $38.07 | $488.8K |
| Jan 30, 2026 | Dosch Ted A | Director | AWARD | 4,364 | — | — |
| Jan 30, 2026 | Ruiz Melanie | Director | AWARD | 4,364 | — | — |
| Jan 30, 2026 | Faraca Tina Veronica | Director | AWARD | 4,364 | — | — |
| Jan 30, 2026 | Harris Alan N | Director | AWARD | 4,364 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for UGI.
Shares short
12,928,400
Settlement Sep 15, 2026
Change vs prior
+23.3%
Semi-monthly cycle
Days to cover
7.2
At avg daily volume
Of shares outstanding
≈6.0%
Estimate — not % of float
| Halted | Code | Reason | Status |
|---|---|---|---|
| Aug 18, 2026 | M | Volatility Pause | Resumed |
All UGI filing & press-release reports (8)
- 8-K reportJul 7, 2026
- INST-CLUSTER reportJun 20, 2026
- 8-K reportMay 26, 2026
- 8-K reportMay 22, 2026
- 8-K reportMay 13, 2026
- 8-K reportMay 12, 2026
- 8-K reportMay 11, 2026
- 8-K reportMay 7, 2026