Roffman Miller Associates Inc. PA Raises Holdings in UGI Corporation $UGI

Roffman Miller Associates Inc. PA boosted its stake in shares of UGI Corporation (NYSE:UGI) by 8.3% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 329,841 shares of the utilities provider’s stock after acquiring an additional 25,157 shares during the quarter. Roffman Miller Associates Inc. PA owned 0.15% of UGI worth $11,393,000 at the end of the most recent reporting period.

A number of other large investors also recently bought and sold shares of the stock. Captrust Financial Advisors boosted its position in UGI by 34,940.4% in the 2nd quarter. Captrust Financial Advisors now owns 2,576,169 shares of the utilities provider’s stock worth $93,824,000 after purchasing an additional 2,568,817 shares in the last quarter. The Manufacturers Life Insurance Company purchased a new position in shares of UGI during the 2nd quarter valued at approximately $73,069,000. Russell Investments Group Ltd. lifted its stake 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 valued at $46,130,000 after purchasing an additional 575,239 shares during the period. Legal & General Group Plc acquired a new position in shares of UGI in the 2nd quarter valued at $12,408,000. Finally, Ancora Advisors LLC purchased a new stake in UGI during the second quarter worth $11,308,000. 82.34% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting UGI

Here are the key news stories impacting UGI this week:

• Positive Sentiment: KKR reportedly wants to acquire UGI for approximately $9 billion. A potential takeover at that valuation could provide upside support for UGI shareholders, although the report does not establish that a deal has been agreed or that negotiations will succeed. KKR Wants to Buy a Sleepy Utility for $9 Billion
• Positive Sentiment: Zacks Research modestly raised its Q1 2028 EPS forecast to $1.25 from $1.24 and its Q2 2028 forecast to $2.71 from $2.64. These increases suggest some improvement in longer-term quarterly expectations, despite the firm’s overall bearish rating.
• Neutral Sentiment: UGI is beginning natural-gas main replacement work in Pittston and system upgrades affecting parts of Lancaster City and Lancaster Township. The projects may improve reliability and support the regulated utility’s infrastructure base over time, but they will also cause temporary construction disruptions and do not represent an immediate earnings catalyst. UGI to begin natural gas main replacement in Pittston UGI system upgrades in Lancaster
• Negative Sentiment: Zacks cut its FY2026 EPS estimate to $2.83 from $2.89, FY2027 to $3.23 from $3.30, FY2028 to $3.50 from $3.53, and Q2 2027 to $2.53 from $2.54. The FY2026 forecast is also below the $2.85 consensus estimate, reinforcing concerns about earnings momentum and weighing against the potential takeover speculation.

Insider Buying and Selling at UGI

In related news, insider Kathleen Shea-Ballay sold 25,360 shares of the company’s 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 owned 25,360 shares in the company, valued at $852,603.20. This represents a 50.00% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. 0.57% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

Several research firms recently commented on UGI. Zacks Research lowered shares of UGI from a “hold” rating to a “strong sell” rating in a research report on Monday, July 13th. Wall Street Zen raised shares of UGI from a “sell” rating to a “hold” rating in a research note on Saturday. Wells Fargo & Company dropped their target price on UGI from $45.00 to $42.00 and set an “overweight” rating on the stock in a research report on Friday, August 7th. Finally, Weiss Ratings lowered UGI from a “buy (b)” rating to a “hold (c+)” rating in a research note on Tuesday, August 11th. Three analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, UGI currently has a consensus rating of “Hold” and an average target price of $42.00.

UGI Trading Down 0.3%

Shares of NYSE:UGI opened at $38.12 on Friday. The business’s 50 day moving average price is $36.12 and its 200-day moving average price is $36.12. UGI Corporation has a 1 year low of $31.62 and a 1 year high of $41.34. The firm has a market capitalization of $8.18 billion, a price-to-earnings ratio of 12.75 and a beta of 0.93. The company has a debt-to-equity ratio of 1.28, a current ratio of 1.44 and a quick ratio of 1.22.

UGI (NYSE:UGI) last issued 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). The company had revenue of $1.33 billion during the quarter, compared to analysts’ expectations of $1.50 billion. UGI had a return on equity of 12.80% and a net margin of 9.20%. On average, equities research analysts forecast that UGI Corporation will post 2.82 earnings per share for the current fiscal 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 paid a dividend of $0.375 per share. The ex-dividend date of this dividend is Tuesday, September 15th. This represents a $1.50 dividend on an annualized basis and a dividend yield of 3.9%. UGI’s payout ratio is currently 50.17%.

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.