UGI (NYSE:UGI) Rating Increased to Hold at Wall Street Zen

UGI (NYSE:UGI - Get Free Report) was upgraded by equities researchers at Wall Street Zen from a "sell" rating to a "hold" rating in a research note issued on Saturday.

Several other analysts have also recently issued reports on the stock. Wells Fargo & Company reduced their price target on shares of UGI from $45.00 to $42.00 and set an "overweight" rating on the stock in a research report on Friday, August 7th. Zacks Research cut shares of UGI from a "hold" rating to a "strong sell" rating in a report on Monday, July 13th. Finally, Weiss Ratings downgraded shares of UGI from a "buy (b)" rating to a "hold (c+)" rating in a research note on Tuesday, August 11th. Three research analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of "Hold" and an average target price of $42.00.

UGI Price Performance

UGI opened at $38.12 on Friday. The stock's 50-day moving average price is $36.12 and its 200 day moving average price is $36.12. UGI has a 12-month low of $31.62 and a 12-month high of $41.34. The company has a current ratio of 1.44, a quick ratio of 1.22 and a debt-to-equity ratio of 1.28. The firm has a market cap of $8.18 billion, a price-to-earnings ratio of 12.75 and a beta of 0.93.

UGI (NYSE:UGI - Get Free Report) last announced 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). The firm had revenue of $1.33 billion for the quarter, compared to analysts' expectations of $1.50 billion. UGI had a net margin of 9.20% and a return on equity of 12.80%. As a group, sell-side analysts expect that UGI will post 2.82 earnings per share for the current year.

Insiders Place Their Bets

In other UGI news, insider Kathleen Shea-Ballay sold 25,360 shares of the company's stock in a transaction dated Thursday, June 18th. The stock was sold at an average price of $33.62, for a total transaction of $852,603.20. Following the sale, the insider owned 25,360 shares in the company, valued at $852,603.20. This represents a 50.00% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 0.57% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On UGI

Institutional investors and hedge funds have recently made changes to their positions in the stock. MSH Capital Advisors LLC acquired a new stake in UGI in the second quarter valued at approximately $1,961,000. Landscape Capital Management L.L.C. acquired a new position in UGI during the 2nd quarter worth approximately $1,949,000. PEAK6 LLC acquired a new position in UGI during the 2nd quarter worth approximately $1,548,000. Bank of Nova Scotia purchased a new stake in shares of UGI in the 2nd quarter valued at approximately $10,515,000. Finally, Csenge Advisory Group purchased a new stake in shares of UGI in the 2nd quarter valued at approximately $1,014,000. 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.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

Continue following MarketBeat

Add MarketBeat as your preferred source on Google to see our latest stories in your feed.

Add As Preferred Source