56,788 Shares in UGI Corporation $UGI Bought by MSH Capital Advisors LLC

MSH Capital Advisors LLC bought a new stake in UGI Corporation (NYSE:UGI) in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 56,788 shares of the utilities provider’s stock, valued at approximately $1,961,000.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Fifth Third Wealth Advisors LLC lifted its position in UGI by 4.1% during the 1st quarter. Fifth Third Wealth Advisors LLC now owns 7,733 shares of the utilities provider’s stock worth $282,000 after buying an additional 303 shares in the last quarter. Versant Capital Management Inc grew its holdings in shares of UGI by 45.6% in the 2nd quarter. Versant Capital Management Inc now owns 1,268 shares of the utilities provider’s stock valued at $44,000 after acquiring an additional 397 shares in the last quarter. EverSource Wealth Advisors LLC increased its position in shares of UGI by 4.9% in the fourth quarter. EverSource Wealth Advisors LLC now owns 9,842 shares of the utilities provider’s stock valued at $368,000 after acquiring an additional 456 shares during the last quarter. Parallel Advisors LLC increased its position in shares of UGI by 17.0% in the fourth quarter. Parallel Advisors LLC now owns 4,992 shares of the utilities provider’s stock valued at $187,000 after acquiring an additional 724 shares during the last quarter. Finally, Chase Investment Counsel Corp raised its holdings in UGI by 3.5% during the second quarter. Chase Investment Counsel Corp now owns 29,656 shares of the utilities provider’s stock worth $1,024,000 after acquiring an additional 993 shares in the last quarter. 82.34% of the stock is currently owned by institutional investors and hedge funds.

UGI Stock Up 0.4%

Shares of UGI stock opened at $38.55 on Thursday. 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 firm’s 50-day moving average is $35.57 and its 200-day moving average is $36.16. The stock has a market cap of $8.27 billion, a price-to-earnings ratio of 12.89 and a beta of 0.93. UGI Corporation has a 52-week low of $31.62 and a 52-week high of $41.34.

UGI (NYSE:UGI) last posted its quarterly earnings results on Thursday, August 6th. The utilities provider reported ($0.20) EPS for the quarter, missing analysts’ consensus estimates of ($0.08) by ($0.12). UGI had a return on equity of 12.80% and a net margin of 9.20%.The business had revenue of $1.33 billion for the quarter, compared to the consensus estimate of $1.50 billion. Sell-side analysts predict that UGI Corporation will post 2.85 EPS for the current year.

UGI Dividend Announcement

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

More UGI News

Here are the key news stories impacting UGI this week:

• Positive Sentiment: Takeover speculation is supporting UGI’s stock because a potential cash acquisition could deliver a premium to shareholders. Reports describe KKR’s proposal as an offer for the Pennsylvania-based natural gas and electricity distributor, although the bid remains subject to negotiations and due diligence. MarketWatch report on UGI shares and KKR
• Positive Sentiment: UGI’s underlying outlook provides additional support for the valuation: management recently reaffirmed fiscal 2026 adjusted diluted EPS guidance of $2.75 to $2.90 and highlighted a proposed Pennsylvania gas-rate settlement that could provide a two-step, $65 million increase if approved.
• Neutral Sentiment: The deal is not yet certain. The reported proposal is unsolicited, and UGI has not announced a completed transaction; therefore, the recent gains may reverse if the offer is rejected, withdrawn, or fails to progress. Benzinga report on UGI’s unsolicited buyout offer
• Negative Sentiment: UGI’s latest reported quarter was weaker than expected, with revenue of $1.33 billion versus a $1.50 billion consensus estimate and a loss of $0.20 per share compared with an expected loss of $0.08. The results could limit investor enthusiasm if takeover discussions fade.

Insider Activity

In other news, insider Kathleen Shea-Ballay sold 25,360 shares of UGI stock in a transaction that occurred on Thursday, June 18th. The stock was sold at an average price of $33.62, for a total transaction of $852,603.20. Following the completion of the transaction, the insider directly owned 25,360 shares in the company, valued at approximately $852,603.20. The trade was a 50.00% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. 0.57% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

UGI has been the subject of several recent research reports. Zacks Research cut UGI from a “hold” rating to a “strong sell” rating in a research report on Monday, July 13th. Wall Street Zen lowered UGI from a “hold” rating to a “sell” rating in a research report on Saturday, August 15th. Weiss Ratings cut UGI from a “buy (b)” rating to a “hold (c+)” rating in a research note on Tuesday, August 11th. Jefferies Financial Group reissued a “hold” rating and issued a $40.00 price objective (down from $45.00) on shares of UGI in a report on Thursday, April 30th. Finally, Wells Fargo & Company decreased their target price on shares of UGI from $45.00 to $42.00 and set an “overweight” rating for the company in a research note on Friday, August 7th. Three research analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, UGI has an average rating of “Hold” and a consensus target price of $42.00.

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.