UGI (NYSE:UGI) Releases Earnings Results, Misses Expectations By $0.24 EPS

UGI (NYSE:UGI) issued its quarterly earnings data on Wednesday. The utilities provider reported $1.26 earnings per share for the quarter, missing the consensus estimate of $1.50 by ($0.24), Zacks reports. UGI had a return on equity of 15.07% and a net margin of 9.30%.The business had revenue of $2.08 billion during the quarter, compared to analyst estimates of $2.49 billion. During the same quarter last year, the firm earned $1.37 EPS. UGI’s revenue for the quarter was up 2.6% compared to the same quarter last year.

UGI Trading Down 3.3%

Shares of NYSE UGI traded down $1.32 during trading on Thursday, reaching $39.07. The company had a trading volume of 369,454 shares, compared to its average volume of 2,445,871. The stock has a market cap of $8.39 billion, a P/E ratio of 12.56 and a beta of 1.08. The company’s fifty day moving average price is $38.27 and its 200-day moving average price is $35.74. The company has a quick ratio of 0.70, a current ratio of 0.89 and a debt-to-equity ratio of 1.36. UGI has a 12 month low of $29.03 and a 12 month high of $41.34.

UGI Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, April 1st. Shareholders of record on Monday, March 16th will be issued a dividend of $0.375 per share. The ex-dividend date of this dividend is Monday, March 16th. This represents a $1.50 annualized dividend and a yield of 3.8%. UGI’s payout ratio is presently 48.23%.

Wall Street Analyst Weigh In

UGI has been the subject of a number of recent analyst reports. Mizuho upped their target price on UGI from $41.00 to $44.00 and gave the company an “outperform” rating in a research report on Monday, December 15th. Jefferies Financial Group reaffirmed a “buy” rating and issued a $45.00 target price on shares of UGI in a report on Wednesday, November 19th. UBS Group reiterated an “outperform” rating on shares of UGI in a research report on Monday, December 15th. Wall Street Zen cut shares of UGI from a “buy” rating to a “hold” rating in a research report on Saturday, November 22nd. Finally, Weiss Ratings upgraded shares of UGI from a “hold (c+)” rating to a “buy (b-)” rating in a report on Monday, January 26th. Four research analysts have rated the stock with a Buy rating and one has given a Hold rating to the company’s stock. According to data from MarketBeat, UGI presently has a consensus rating of “Moderate Buy” and an average target price of $44.50.

UGI News Summary

Here are the key news stories impacting UGI this week:

• Positive Sentiment: Reportable segment EBIT rose to $441M from $420M year-over-year, showing underlying operating strength in UGI’s businesses even as GAAP and adjusted EPS declined; this supports longer-term cash flow expectations. UGI Reports First-Quarter Results
• Positive Sentiment: UGI declared a quarterly dividend of $0.375 per share (approx. 3.8% yield), which is supportive for income investors and helps anchor valuation while operating cash flow remains solid. UGI Reports First-Quarter Results
• Positive Sentiment: UGI added Sidd Manjeshwar as Chief Strategy Officer to lead enterprise strategy and growth initiatives — a governance move that signals management is actively pursuing portfolio and growth optimization. UGI Appoints Chief Strategy Officer
• Neutral Sentiment: Analysts and investors are watching whether colder-weather/heating demand trends improve results in coming months; commentary around a potential rebound in heating demand could swing sentiment but is uncertain. UGI Faces Earnings Test
• Negative Sentiment: UGI missed Q1 estimates: adjusted EPS of $1.26 (vs. ~$1.50 consensus) and revenue of $2.08B versus estimates near $2.49B — a sizable top-line shortfall that drove today’s weaker price action. UGI Misses Q1 Earnings and Revenue Estimates
• Negative Sentiment: Insider selling activity and some institutional portfolio adjustments noted in filings and data services may weigh on sentiment; recent disclosures show multiple insider sales over the past six months. UGI Releases Q1 2026 Earnings (QuiverQuant)

Insider Buying and Selling

In other UGI news, insider Joseph L. Hartz sold 5,000 shares of the stock in a transaction that occurred on Wednesday, December 17th. The shares were sold at an average price of $38.45, for a total transaction of $192,250.00. Following the completion of the sale, the insider owned 33,492 shares of the company’s stock, valued at approximately $1,287,767.40. This represents a 12.99% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. 0.57% of the stock is owned by insiders.

Institutional Investors Weigh In On UGI

A number of institutional investors have recently modified their holdings of the company. Focus Partners Wealth raised its stake in UGI by 92.6% during the first quarter. Focus Partners Wealth now owns 22,584 shares of the utilities provider’s stock worth $747,000 after buying an additional 10,861 shares during the last quarter. Baird Financial Group Inc. raised its position in shares of UGI by 15.6% in the 2nd quarter. Baird Financial Group Inc. now owns 28,359 shares of the utilities provider’s stock worth $1,033,000 after acquiring an additional 3,825 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its stake in shares of UGI by 9.2% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 78,715 shares of the utilities provider’s stock valued at $2,603,000 after purchasing an additional 6,649 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its position in shares of UGI by 17.2% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 785,327 shares of the utilities provider’s stock valued at $25,971,000 after purchasing an additional 115,409 shares in the last quarter. Finally, Goldman Sachs Group Inc. grew its stake in UGI by 14.3% during the first quarter. Goldman Sachs Group Inc. now owns 930,787 shares of the utilities provider’s stock worth $30,781,000 after purchasing an additional 116,372 shares during the period. 82.34% of the stock is owned by institutional investors.

UGI Company 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.