Csenge Advisory Group Invests $1.01 Million in UGI Corporation $UGI

Csenge Advisory Group bought a new position in UGI Corporation (NYSE:UGI) during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 29,349 shares of the utilities provider’s stock, valued at approximately $1,014,000.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Russell Investments Group Ltd. grew its position in shares of UGI by 75.7% in the 2nd 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 during the period. Steel Grove Capital Advisors LLC purchased a new position in UGI during the 4th quarter valued at about $1,696,000. Pinebridge Investments LLC bought a new stake in UGI during the fourth quarter worth about $1,748,000. Entropy Technologies LP bought a new stake in UGI during the fourth quarter worth about $2,708,000. Finally, Foster & Motley Inc. grew its holdings in UGI by 9.2% in the first quarter. Foster & Motley Inc. now owns 180,398 shares of the utilities provider’s stock worth $6,570,000 after purchasing an additional 15,211 shares during the period. Institutional investors own 82.34% of the company’s stock.

Wall Street Analyst Weigh In

UGI has been the subject of several analyst reports. Zacks Research downgraded UGI from a “hold” rating to a “strong sell” rating in a report on Monday, July 13th. Wall Street Zen cut shares of UGI from a “hold” rating to a “sell” rating in a research note on Saturday, August 15th. Jefferies Financial Group reissued a “hold” rating and set a $40.00 price objective (down from $45.00) on shares of UGI in a research 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. 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 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 stock. According to MarketBeat.com, the stock presently has an average rating of “Hold” and an average target price of $42.00.

Insiders Place Their Bets

In related news, insider Kathleen Shea-Ballay sold 25,360 shares of UGI stock in a transaction dated 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 transaction, the insider directly owned 25,360 shares of the company’s stock, valued at approximately $852,603.20. The trade was a 50.00% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders own 0.57% of the company’s stock.

UGI Trading 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 current ratio of 1.44 and a quick ratio of 1.22. The company 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 1 year low of $31.62 and a 1 year high of $41.34. The firm has a fifty day moving average price of $35.57 and a 200-day moving average price of $36.16.

UGI (NYSE:UGI) last released its 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 firm had revenue of $1.33 billion for the quarter, compared to the consensus estimate of $1.50 billion. As a group, equities analysts predict that UGI Corporation will post 2.85 earnings per share for the current year.

UGI Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, October 1st. Stockholders of record on Tuesday, September 15th will be given a dividend of $0.375 per share. 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 payout ratio is currently 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.

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.