UGI Corporation (UGI)

In the past six months, UGI Corp. experienced several events impacting its stock price. UGI reported Q1 2026 earnings per share (EPS) of $1.26, missing the consensus estimate of $1.50, and quarterly revenue also fell below expectations. AmeriGas showed significant safety improvements and achieved its highest Net Promoter Score since 2023. UGI International divested LPG operations in seven European countries, generating approximately $215 million in cash proceeds. UGI declared a quarterly dividend of $0.375. Sidd Manjeshwar was appointed as Chief Strategy Officer. UGI filed for gas base rate increases totaling $126 million for its utilities. New LNG storage capacity came online. Recent insider activity showed four insider selling transactions. As of February 3, 2026, UGI received a consensus rating of "Moderate Buy" from five analysts.

The demand for UGI Corp.'s energy products is highly seasonal and sensitive to weather conditions. Warmer-than-normal weather can reduce demand for heating products, negatively impacting revenues and profitability, while colder temperatures can drive stronger demand. The company's diverse energy portfolio and international presence help to mitigate some of these seasonal fluctuations.

UGI Corp. is an American holding company operating in the energy sector with a diversified portfolio in energy transport, marketing, and related services across the United States and Europe. AmeriGas Propane is the largest retail propane distributor in the U.S., serving over 1.2 million customers. UGI International focuses on LPG distribution in 17 countries across Western and Central Europe. The Midstream & Marketing segment supplies and markets natural gas, electricity, and liquid fuels, and manages midstream natural gas assets. The Utilities segment includes regulated natural gas and electric distribution businesses, serving customers in Pennsylvania, Maryland, and West Virginia.

UGI Corp. has a substantial geographic presence across the United States and Europe. In the United States, AmeriGas Propane serves all 50 states, while the Utilities segment primarily serves eastern and central Pennsylvania, Maryland, and West Virginia. The Midstream & Marketing segment's footprint extends across multiple states. In Europe, UGI International distributes LPG in 17 countries in Western and Central Europe, including France, Austria, Belgium, Denmark, and Luxembourg.

UGI Corp. has maintained a positive brand reputation in the past year. UGI Utilities, Inc. was named a "Most Trusted Brand" for the fourth consecutive year in 2021 and a "Customer Champion" in the same year. AmeriGas significantly improved its safety record in Q1 2026 and achieved its highest Net Promoter Score since 2023. UGI was listed among the Fortune 500 for the 20th time and recognized by The Forum for Executive Women. The company emphasizes its commitment to the communities it serves.

UGI Corp. has a high institutional ownership, with 1086 institutional owners and shareholders holding a total of 244,673,921 shares. Major institutional shareholders include BlackRock, Inc., Vanguard Group Inc, Fmr Llc, State Street Corp and others. Insiders own 0.57% of the company's stock.