UGI Corporation $UGI Shares Purchased by Roffman Miller Associates Inc. PA

Roffman Miller Associates Inc. PA raised its position in UGI Corporation (NYSE:UGI) by 8.3% during the second quarter, HoldingsChannel reports. The firm owned 329,841 shares of the utilities provider’s stock after purchasing an additional 25,157 shares during the period. Roffman Miller Associates Inc. PA’s holdings in UGI were worth $11,393,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the business. Captrust Financial Advisors grew its holdings in shares of UGI by 34,940.4% during the second 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 in the last quarter. The Manufacturers Life Insurance Company acquired a new stake in shares of UGI in the second quarter valued at about $73,069,000. Russell Investments Group Ltd. lifted 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 buying an additional 575,239 shares in the last quarter. Legal & General Group Plc purchased a new position in shares of UGI in the second quarter worth about $12,408,000. Finally, Ancora Advisors LLC acquired a new position in UGI during the second quarter worth about $11,308,000. Institutional investors and hedge funds own 82.34% of the company’s stock.

Key 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 Trading Down 0.3%

Shares of UGI stock opened at $38.12 on Friday. The company’s 50-day moving average price is $36.12 and its 200-day moving average price is $36.12. The company has a current ratio of 1.44, a quick ratio of 1.22 and a debt-to-equity ratio of 1.28. The stock has a market cap of $8.18 billion, a price-to-earnings ratio of 12.75 and a beta of 0.93. UGI Corporation has a twelve month low of $31.62 and a twelve month high of $41.34.

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

UGI Announces Dividend

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

Analyst Ratings Changes

Several analysts recently issued reports on the stock. 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 upgraded UGI from a “sell” rating to a “hold” rating in a report on Saturday. Weiss Ratings lowered UGI from a “buy (b)” rating to a “hold (c+)” rating in a research report on Tuesday, August 11th. Finally, Wells Fargo & Company cut 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. Three equities research analysts have rated the stock with a Buy rating, two have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, UGI currently has a consensus rating of “Hold” and a consensus price target of $42.00.

Insider Activity

In other news, insider Kathleen Shea-Ballay sold 25,360 shares of the firm’s stock in a transaction that occurred on Thursday, June 18th. The shares were sold at an average price of $33.62, for a total transaction of $852,603.20. Following the completion of the sale, the insider owned 25,360 shares in the company, valued at $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 is available at this hyperlink. 0.57% of the stock is owned by corporate insiders.

About UGI

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.