UGI Corporation $UGI Stake Boosted by Oxbow Advisors LLC

Oxbow Advisors LLC lifted its stake in UGI Corporation (NYSE:UGI) by 4.7% during the second quarter, HoldingsChannel reports. The fund owned 342,559 shares of the utilities provider’s stock after purchasing an additional 15,244 shares during the quarter. UGI comprises approximately 1.0% of Oxbow Advisors LLC’s holdings, making the stock its 21st biggest position. Oxbow Advisors LLC’s holdings in UGI were worth $11,832,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently bought and sold shares of UGI. Foster & Motley Inc. lifted its holdings in shares of UGI by 2.2% during the 2nd quarter. Foster & Motley Inc. now owns 184,287 shares of the utilities provider’s stock valued at $6,365,000 after buying an additional 3,889 shares during the last quarter. Energy Income Partners LLC increased its holdings in UGI by 1.5% in the second quarter. Energy Income Partners LLC now owns 1,302,403 shares of the utilities provider’s stock worth $44,985,000 after buying an additional 18,808 shares during the last quarter. Citizens Financial Group Inc. RI acquired a new position in UGI in the second quarter worth approximately $242,000. Pallas Capital Advisors LLC bought a new position in UGI during the second quarter valued at approximately $347,000. Finally, Perigon Wealth Management LLC raised its position in UGI by 19.4% during the second quarter. Perigon Wealth Management LLC now owns 8,299 shares of the utilities provider’s stock valued at $287,000 after acquiring an additional 1,351 shares in the last quarter. Hedge funds and other institutional investors own 82.34% of the company’s stock.

UGI Stock Up 9.5%

UGI opened at $38.42 on Wednesday. The firm has a market cap of $8.24 billion, a P/E ratio of 12.85 and a beta of 0.93. The company has a debt-to-equity ratio of 1.28, a quick ratio of 1.22 and a current ratio of 1.44. The business has a 50 day moving average price of $35.50 and a 200 day moving average price of $36.17. UGI Corporation has a twelve month low of $31.62 and a twelve month high of $41.34.

UGI (NYSE:UGI) last announced its quarterly earnings results on Thursday, August 6th. The utilities provider reported ($0.20) EPS 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 company had revenue of $1.33 billion for the quarter, compared to analyst estimates of $1.50 billion. Research analysts forecast that UGI Corporation will post 2.85 EPS for the current year.

UGI Dividend Announcement

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

Insider Activity

In related news, insider Kathleen Shea-Ballay sold 25,360 shares of the firm’s stock in a transaction on Thursday, June 18th. The shares were sold at an average price of $33.62, for a total value of $852,603.20. Following the transaction, the insider directly owned 25,360 shares in the company, valued at approximately $852,603.20. This trade represents a 50.00% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Corporate insiders own 0.57% of the company’s stock.

Key Stories Impacting UGI

Here are the key news stories impacting UGI this week:

• Positive Sentiment: KKR’s reported $9 billion bid could provide a substantial valuation catalyst and raises the possibility of additional offers or a higher price if UGI conducts a formal sale process. Trading was briefly halted for a volatility-related LULD pause as investors reacted. Reuters: KKR makes $9 billion takeover bid for UGI
• Positive Sentiment: The reported offer is consistent with prior investor interest in UGI’s portfolio, including its earlier review of strategic alternatives for its liquefied petroleum gas businesses. UGI also recently reaffirmed fiscal 2026 adjusted EPS guidance of $2.75 to $2.90 and highlighted a proposed Pennsylvania gas-rate settlement that could support a two-step $65 million increase. Quiver Quantitative: UGI jumps on buyout speculation
• Neutral Sentiment: UGI Utilities recently privately placed $125 million of 5.45% senior unsecured notes. The financing provides capital but also adds to the company’s debt obligations. TipRanks: UGI Utilities privately places senior unsecured notes
• Negative Sentiment: The bid remains unconfirmed and unsolicited, so investors face deal risks, including potential rejection, regulatory review, financing conditions, or a failure to reach a binding agreement. A recent sale of shares by UGI’s chief legal officer is a minor additional negative signal, though it does not establish a broader insider-trading trend.

Analyst Ratings Changes

Several analysts have commented on the stock. Zacks Research downgraded shares of UGI from a “hold” rating to a “strong sell” rating in a research report on Monday, July 13th. Jefferies Financial Group restated a “hold” rating and set a $40.00 price target (down from $45.00) on shares of UGI in a report on Thursday, April 30th. Weiss Ratings lowered shares of UGI from a “buy (b)” rating to a “hold (c+)” rating in a research note on Tuesday, August 11th. Wall Street Zen cut shares of UGI from a “hold” rating to a “sell” rating in a report on Saturday. Finally, Wells Fargo & Company lowered their target price on shares of UGI from $45.00 to $42.00 and set an “overweight” rating on the stock in a research 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 issued a Sell rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus price target of $42.00.

UGI 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.