UGI CORPORATION
boothcheck covers UGI CORPORATION (UGI) but does not put one priced-in number on it: here the defensible answer is the evidence rather than a point estimate. boothcheck publishes no house fair value, target price, or buy/sell rating. Narrative composed June 28, 2026.
• UGI is a mature energy company that is part regulated gas utility, part propane distributor, and part midstream operator, with the regulated Pennsylvania gas utility providing the stable base and AmeriGas propane the part being turned around. • The near-term story is softer guidance: UGI cut fiscal 2026 adjusted EPS guidance to $2.75 to $2.90 from $2.90 to $3.15, citing delayed Midstream growth investments and lower Appalachian production [Source: UGI Q2 fiscal 2026 results, May 6 2026]. • The
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576 institutional managers reported holding UGI in 13F filings for the quarter ended 2026-03-31. Together they hold about 87% of the company; the top 10 hold 46%. 57 opened new positions that quarter. Held by BlackRock, Vanguard Group, FMR (Fidelity), among others. On the short side, 14.5M shares were sold short as of the 2026-06-15 count, about 7% of shares outstanding (8.8 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
UGI's share count grew 2.7% over the past five years even with $116.00M spent on repurchases. It pays a dividend, and has paid one every year in our records (17 and counting); the current rate is $1.50 a share annually. Cash returned over the past three years: $879.00M in dividends and $56.00M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at UGI over the trailing three years: 2025: 1 buy totaling $160k. 16 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
UGI's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-09 | -8.7% | -11.8% |
| 2023-11-30 | -2.3% | +14.1% |
| 2024-02-02 | +10.8% | +2.3% |
| 2024-05-03 | -6.1% | -7.9% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
UGI's latest 8-K filings: 2026-08-10 (items 5.02, 9.01); 2026-08-06 (items 2.02, 7.01, 9.01); 2026-07-07 (items 1.01, 2.03, 9.01); 2026-05-28 (items 5.02); 2026-05-26 (items 1.01, 1.02, 2.03, 8.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: June 28, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.