your badges 52W Range $32–$41 57% of range Analyst Rating BUY 7 analysts Price Target $43 +16% upside P/E 12.5 ROE 13.3% Net Profit Margin 9.2%

UGI Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

03
Price $37.20
Market Cap $7.98B
P/E (TTM) 12.5
EPS (TTM) $2.97
Revenue (TTM) $7.30B
Div Yield 4.0%
ROE (TTM) 13.3%
Debt/Equity 1.4
52W Range $32–$41

UGI Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

04
range
bars

Bar granularity adapts to the selected period — hover the chart to see open/high/low/close for a bar.

Stock splits 4
Ex-date Split Type
Sept. 8, 2014 3-for-2 Forward
May 25, 2005 2-for-1 Forward
April 2, 2003 3-for-2 Forward
July 2, 1990 2-for-1 Forward

10-Year Performance Revenue, net income, margins and EPS trends

06
Revenue$7.29B
2023-09-30 → 2025-09-30
EPS$3.09
2023-09-30 → 2025-09-30
Free Cash Flow$390M
2023-09-30 → 2025-09-30
Net margin9.2%
2023-09-30 → 2025-09-30
Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric 5Y trend UGI 5Y avg Peer Median Verdict
P/E (TTM) 12.5 · · ·
P/S 1.1 · · ·
P/B 1.7 · · ·
EV / EBITDA 8.6 · · ·
Price / FCF 20.5 · · ·
Price / Cash Flow 6.5 · · ·
EV / Revenue 2.0 · · ·
EV / FCF 36.6 · · ·
Price / Tangible Book 5.0 · · ·
PEG Ratio ≈3.1 · · ·

Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.

value · ≈ 5Y avg · industry median · verdict relative to median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

13
Dividend Yield4.0%
Payout Ratio47.5%
Annualized Payout≈$1.50Paid quarterly
5Y Div CAGR≈2.6%Per share, split-adjusted
Ex-dateAmountCurrencyYield
Sep 15, 2026$0.38USD≈4.0%
Jun 15, 2026$0.38USD≈4.4%
Mar 16, 2026$0.38USD≈4.1%
Dec 15, 2025$0.38USD≈3.9%
Sep 15, 2025$0.38USD≈4.4%
Jun 16, 2025$0.38USD≈4.2%
Mar 17, 2025$0.38USD≈4.5%
Dec 16, 2024$0.38USD≈5.3%
Sep 16, 2024$0.38USD≈6.2%
Jun 14, 2024$0.38USD≈6.6%
Mar 14, 2024$0.38USD≈6.2%
Dec 14, 2023$0.38USD≈6.4%
Sep 14, 2023$0.38USD≈6.1%
Jun 14, 2023$0.38USD≈5.3%
Mar 14, 2023$0.36USD≈4.1%
Dec 14, 2022$0.36USD≈3.7%
Sep 14, 2022$0.36USD≈3.7%
Jun 14, 2022$0.36USD≈3.5%
Mar 14, 2022$0.35USD≈3.9%
Dec 14, 2021$0.35USD≈3.0%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

14
Avg Surprise 11.1%
PeriodReportEPS ActualEPS EstSurprise
June 30, 2026 $-0.20 $-0.11 -83.3%
March 31, 2026 $2.09 $2.40 -12.9%
Dec. 31, 2025 $1.26 $1.28 -1.3%
Sept. 30, 2025 $-0.22 $-0.38 41.7%
June 30, 2025 $-0.01 $-0.10 89.8%
March 31, 2025 $2.21 $1.82 21.1%
Dec. 31, 2024 $1.37 $1.12 22.7%

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

15
Income Statement 14
Metric Trend 202520242023202220212020201920182017201620152014
Revenue $7.29B$7.21B$8.93B$10.11B$7.45B$6.56B$7.32B$7.65B$6.12B$5.69B$6.69B$8.28B
SG&A Expense $2.01B$2.13B$2.16B$2.03B$2.01B$1.91B$1.96B$2.01B····
Operating Expenses ······$1.96B$2.01B$1.87B$1.88B$1.77B$1.75B
Operating Income $1.11B$770M$-1.44B$1.67B$2.35B$982M$617M$1.06B$1.01B$988M$835M$1.01B
Interest Expense ··$379M$329M$310M$322M$258M$230M····
Other Non-op $5M$-8M$-7M$75M$12M$-20M$39M$16M$-30M···
Pretax Income $696M$340M$-1.84B$1.39B$1.99B$667M$401M$855M$701M$710M$592M$768M
Income Tax $18M$71M$-335M$313M$522M$135M$93M$33M$178M$221M$178M$235M
Net Income $678M$269M$-1.50B$1.07B$1.47B$532M$256M$719M$437M$365M$281M$337M
EPS (Basic) $3.15$1.27$-7.16$5.11$7.02$2.55$1.44$4.13$2.51$2.11$1.62$1.95
EPS (Diluted) $3.09$1.25$-7.16$4.97$6.92$2.54$1.41$4.06$2.46$2.08$1.60$1.92
Shares (Basic) 214,945,000211,309,000209,806,000209,940,000209,063,000208,928,000178,417,000173,908,000173,662,000173,154,000173,115,000172,733,000
Shares (Diluted) 219,160,000215,271,000209,806,000215,821,000212,126,000209,869,000181,111,000176,905,000177,159,000175,572,000175,667,000175,231,000
EBITDA $1.67B$1.32B$-912M$2.18B$2.85B$1.47B$1.07B$1.52B$1.42B$1.39B$1.21B$1.37B
Balance Sheet 28
Metric Trend 202520242023202220212020201920182017201620152014
Cash & Equivalents $335M$213M$241M$405M$855M$336M$447M$452M$558M$503M$370M$420M
Receivables $714M$709M$878M$1.13B$880M$652M$641M$752M$627M$552M$620M$685M
Inventory $385M$411M$433M$665M$469M$241M$230M$318M$279M$210M$240M$423M
Prepaid Expense $204M$113M$123M$110M$135M$96M$72M$130M$84M$97M$114M$67M
Other Current Assets $111M$69M$127M$120M$101M$59M$68M$62M$55M···
Current Assets $1.77B$1.65B$2.04B$3.80B$3.27B$1.54B$1.57B$1.89B$1.70B$1.42B$1.46B$1.66B
PP&E (Net) $9.08B$8.76B$8.55B$8.04B$7.56B$6.96B$6.69B$5.81B$5.54B$5.24B$4.99B$4.54B
PP&E (Gross) ······$10.07B$8.96B$8.85B$8.35B$7.83B$7.18B
Accum. Depreciation $5.27B$4.91B$4.58B$4.17B$3.95B$3.70B$3.39B$3.15B$3.31B$3.11B$2.83B$2.63B
Goodwill $2.85B$2.87B$3.03B$3.61B$3.77B$3.52B$3.46B$3.16B$3.11B$2.99B$2.95B$2.83B
Intangibles $328M$391M$443M$500M$583M$677M$709M$514M$612M$580M$610M$576M
Other Non-current Assets $1.43B$1.42B$988M$755M$831M$854M$498M$274M$259M$218M$180M$209M
Total Assets $15.46B$15.10B$15.40B$17.57B$16.72B$13.98B$13.35B$11.98B$11.58B$10.85B$10.51B$10.06B
Accounts Payable $511M$544M$613M$891M$837M$475M$439M$562M$440M$391M$393M$460M
Short-term Debt ·········$292M$190M$211M
Current Liabilities $1.98B$2.06B$2.27B$2.44B$2.30B$1.75B$2.03B$1.73B$1.69B$1.44B$1.68B$1.43B
Capital Leases $336M$343M$340M$294M$318M$334M······
Deferred Tax $973M$1.01B$928M$1.30B$1.14B$640M$541M$992M$1.36B$1.21B$1.13B$1.01B
Other Non-current Liabilities $1.17B$1.20B$1.24B$1.22B$1.38B$1.41B$1.12B$998M$778M$807M$685M$540M
Total Liabilities $10.68B$10.74B$11.01B$11.50B$11.19B$9.85B$9.52B$7.88B$7.84B$7.25B$6.94B$6.43B
Long-term Debt $6.65B$6.68B$6.60B$6.63B$6.45B$6.03B$5.80B$4.17B$4.17B$3.80B$3.67B$3.51B
Total Debt $6.65B$6.68B$6.60B$6.63B$6.45B$6.03B$5.80B$4.17B$4.17B$4.09B$3.89B$3.72B
Retained Earnings $3.33B$2.98B$3.03B$4.84B$4.08B$2.91B$2.65B$2.61B$2.11B$1.83B$1.64B$1.51B
Treasury Stock $93M$56M$55M$40M$26M$49M$17M$60M$43M$48M$34M$40M
AOCI $-173M$-253M$-256M$-380M$-140M$-147M$-217M$-110M$-93M$-155M$-115M$-21M
Stockholders' Equity $4.78B$4.34B$4.39B$6.07B$5.52B$4.13B$3.82B$3.68B$3.16B$2.84B$2.69B$2.66B
Liabilities + Equity $15.46B$15.10B$15.40B$17.57B$16.72B$13.98B$13.35B$11.98B$11.58B$10.85B$10.51B$10.09B
Shares Outstanding 214,476,045214,685,612209,495,083209,582,212209,216,135208,354,438209,004,789·····
Cash Flow 19
Metric Trend 202520242023202220212020201920182017201620152014
D&A $561M$551M$532M$518M$502M$484M$448M$455M$416M$401M$374M$363M
Stock-based Comp $18M$8M$17M$15M$21M$15M$18M$23M$19M$24M$29M$26M
Deferred Tax $-46M$52M$-420M$221M$478M$146M$-43M$-69M$110M$77M$14M$67M
Amort. of Intangibles $54M$55M$56M$61M$76M$83M$59M$58M$51M$54M$52M$48M
Other Non-cash $16M$302M$2.48B$-1.11B$-987M$-75M$398M$-42M$-18M$103M$466M$213M
Operating Cash Flow $1.23B$1.18B$1.11B$716M$1.48B$1.10B$1.08B$1.08B$964M$970M$1.16B$1.01B
CapEx $837M$796M$974M$804M$690M$655M$705M$574M$639M$564M$491M$457M
Investing Cash Flow $-699M$-792M$-1.08B$-1.01B$-1.11B$-649M$-2.06B$-749M$-769M$-559M$-976M$-488M
Debt Issued $1.68B$1.32B$1.93B$1.26B$656M$209M$2.41B$124M$1.31B$1.63B$660M$174M
Net Debt Issued $1.68B$1.32B$1.93B$1.26B$656M$123M$1.67B$-25M$242M$60M$231M$-68M
Stock Issued $18M$0$12M$19M$19M$2M$17M$35M$11M$14M$12M$11M
Stock Repurchased $33M$0$22M$38M$0$38M$17M$60M$43M$48M$34M$40M
Net Stock Activity $-15M$0$-10M$-19M$19M$-36M$-100.0K$-25M$-32M$-34M$-22M$-29M
Dividends Paid $322M$318M$308M$296M$282M$273M$200M$177M$169M$161M$154M$136M
Financing Cash Flow $-406M$-506M$-168M$-51M$166M$-635M$1.04B$-438M$-147M$-275M$-217M$-476M
Net Change in Cash $127M$-112M$-129M$-408M$520M$-154M$49M$-107M$50M$133M$-50M$30M
Taxes Paid $55M$80M$-17M$61M$96M·······
Free Cash Flow $390M$386M$133M$-88M$791M$447M$374M$511M$326M$406M$673M$549M
Levered FCF ··$-177M$-343M$562M$190M······
Profitability 7
Metric Trend 202520242023202220212020201920182017201620152014
Operating Margin 15.2%10.7%-16.2%16.5%31.6%15.0%8.4%13.9%16.4%17.4%12.5%12.2%
Net Margin 9.3%3.7%-16.8%10.6%19.7%8.1%3.5%9.4%7.1%6.4%4.2%4.1%
Pretax Margin 9.6%4.7%-20.6%13.7%26.7%10.2%5.5%11.2%11.5%12.5%8.8%9.3%
EBITDA Margin 22.9%18.3%-10.2%21.6%38.3%22.4%14.5%19.9%23.2%24.4%18.1%16.5%
ROA 4.4%1.8%-9.8%6.2%9.2%3.8%2.0%6.0%3.8%3.3%2.7%3.3%
ROE 14.5%6.0%-34.3%17.8%27.6%12.9%6.7%19.4%13.8%12.6%10.3%12.4%
ROIC 9.4%5.5%-10.8%10.2%14.5%7.7%4.9%13.1%10.2%9.8%8.9%10.9%
Liquidity & Solvency 5
Metric Trend 202520242023202220212020201920182017201620152014
Current Ratio 0.90.80.91.61.40.90.81.11.01.00.91.2
Quick Ratio 0.50.40.50.60.80.60.50.70.70.70.60.8
Debt / Equity 1.41.51.51.11.21.51.51.11.31.41.41.4
LT Debt / Equity 1.41.51.51.11.11.41.51.11.31.31.31.3
Interest Coverage ··-3.85.17.63.0······
Efficiency 2
Metric Trend 202520242023202220212020201920182017201620152014
Asset Turnover 0.50.50.60.60.50.50.60.60.50.50.60.8
Receivables Turnover 8.49.49.78.68.69.910.39.89.89.89.911.3
Per Share 6
Metric Trend 202520242023202220212020201920182017201620152014
Book Value / Share $22.27$20.24$20.94$28.94········
Revenue / Share $33.25$33.49$42.55$46.83$35.11$31.25$40.42$43.25$34.55$32.38$38.09$47.24
Cash Flow / Share $5.60$5.49$5.28$3.32$6.98$5.25$5.95$6.13$5.44$5.52$6.62$5.74
Cash / Share $1.56$0.99$1.15$1.93········
Dividend Paid / Share $1.50$1.50$1.47$1.41$1.35$1.31$1.15$1.02$0.97$0.93$0.89·
EPS (TTM) $3.09$1.25$-7.16$4.97$6.92$2.54$1.41$4.06$2.46$2.08$1.60$1.92
Growth Rates 10
Metric Trend 202520242023202220212020201920182017201620152014
Revenue YoY 1.1%-19.2%-11.7%35.7%13.5%·······
Revenue CAGR 3Y -10.3%-1.1%10.8%·········
Revenue CAGR 5Y 2.1%···········
EPS YoY 147.2%··-28.2%172.4%·······
EPS CAGR 3Y -14.6%-43.5%··········
EPS CAGR 5Y 4.0%···········
Net Income YoY 152.0%··-26.9%175.8%·······
Net Income CAGR 3Y -14.2%-43.2%··········
Net Income CAGR 5Y 5.0%···········
Dividends Paid CAGR 5Y 3.4%···········
Valuation (TTM) 17
Metric Trend 202520242023202220212020201920182017201620152014
Revenue TTM $7.29B$7.21B$8.93B$10.11B$7.45B$6.56B$7.32B$7.65B$6.12B$5.69B$6.69B$8.28B
Net Income TTM $678M$269M$-1.50B$1.07B$1.47B$532M$256M$719M$437M$365M$281M$337M
Market Cap $7.13B$5.37B$4.82B$6.78B········
Enterprise Value $13.45B$11.84B$11.18B$13.00B········
P/E 10.820.0-3.26.56.213.035.713.719.021.821.817.8
P/S 1.00.70.50.7········
P/B 1.51.21.11.1········
P / Tangible Book 4.55.05.33.5········
P / Cash Flow 5.84.54.49.5········
P / FCF 18.313.936.2-77.0········
EV / EBITDA 8.19.0-12.36.0········
EV / FCF 34.530.784.0-147.8········
EV / Revenue 1.81.61.31.3········
Dividend Yield 4.5%5.9%6.4%4.4%········
Earnings Yield 9.3%5.0%-31.1%15.4%16.2%7.7%2.8%7.3%5.2%4.6%4.6%5.6%
Payout Ratio 47.5%118.2%-20.5%27.6%19.2%51.3%77.9%24.6%38.7%44.1%54.6%40.4%
Annual Payout $322M$318M$308M$296M$282M$273M$200M$177M$169M$161M$154M$136M

Most recent period on the left · null values shown as ·

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

16
Metric 2025-09-302025-06-302025-03-312024-12-312024-09-30
Revenue $7.29B · · · $7.21B
Operating Margin % 15.2% · · · 10.7%
Net Income $678M · · · $269M
Diluted EPS $3.09 · · · $1.25

Institutional owners (13F) 669 filers · $7.6B total · As of Sept. 30, 2026

17

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 669
Value held $7.6B
New positions 97
Exited positions 66
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
97 (+16 vs prior Q) 66 (-1 vs prior Q) 253 (+39 vs prior Q) 166 (-34 vs prior Q) +11.0M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
BlackRock, Inc. $914,063,832 26,463,921 11.96% Shares
VANGUARD GROUP INC $848,994,858 22,682,203 11.11% Shares
FMR LLC $483,082,954 13,986,188 6.32% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $435,726,107 12,615,116 5.70% Shares
VANGUARD CAPITAL MANAGEMENT LLC $333,213,701 9,647,183 4.36% Shares
NEUBERGER BERMAN GROUP LLC $283,292,442 8,201,866 3.71% Shares
STATE STREET CORP $239,840,926 6,869,984 3.14% Shares
FULLER & THALER ASSET MANAGEMENT, INC. $203,195,937 5,882,917 2.66% Shares
SNYDER CAPITAL MANAGEMENT L P $185,308,171 5,365,031 2.43% Shares
GEODE CAPITAL MANAGEMENT, LLC $156,951,666 4,543,038 2.05% Shares
NORTHERN TRUST CORP $122,238,580 3,539,044 1.60% Shares
Mitsubishi UFJ Trust & Banking Corp $120,145,249 3,478,438 1.57% Shares
AQR CAPITAL MANAGEMENT LLC $119,688,394 3,469,229 1.57% Shares
CAPTRUST FINANCIAL ADVISORS $113,291,318 3,280,003 1.48% Shares
Invesco Ltd. $105,369,727 3,050,658 1.38% Shares
DIMENSIONAL FUND ADVISORS LP $102,946,206 2,980,373 1.35% Shares
Bank of New York Mellon Corp $96,619,573 2,797,324 1.26% Shares
Hamlin Capital Management, LLC $91,753,058 2,656,429 1.20% Shares
MORGAN STANLEY $91,700,392 2,654,902 1.20% Shares
NORGES BANK $90,752,123 2,627,450 1.19% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $85,366,992 2,471,540 1.12% Shares
GOLDMAN SACHS GROUP INC $79,737,898 2,308,567 1.04% Shares
MANUFACTURERS LIFE INSURANCE COMPANY, THE $73,069,059 2,115,491 0.96% Shares
AMERIPRISE FINANCIAL INC $61,488,874 1,779,937 0.80% Shares
Bragg Financial Advisors, Inc $59,829,463 1,732,179 0.78% Shares
River Road Asset Management, LLC $59,436,018 1,720,788 0.78% Shares
FIRST TRUST ADVISORS LP $58,193,582 1,684,817 0.76% Shares
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $56,887,829 1,647,013 0.74% Shares
MACKENZIE FINANCIAL CORP $52,732,667 1,526,713 0.69% Shares
VANGUARD FIDUCIARY TRUST CO $46,819,523 1,355,516 0.61% Shares
DEPRINCE RACE & ZOLLO INC $46,228,924 1,338,417 0.61% Shares
Russell Investments Group, Ltd. $46,130,488 1,335,508 0.60% Shares
Energy Income Partners, LLC $44,985,000 1,302,403 0.59% Shares
JPMORGAN CHASE & CO $43,894,885 1,248,079 0.57% Shares
VICTORY CAPITAL MANAGEMENT INC $42,266,598 1,223,700 0.55% Shares
Diamond Hill Capital Management, LLC (Investment Advisor) $38,314,393 1,109,276 0.50% Shares
UBS Group AG $37,695,332 1,091,353 0.49% Shares
PRIVATE MANAGEMENT GROUP INC $36,539,452 1,057,888 0.48% Shares
ROYAL BANK OF CANADA $35,520,000 1,028,353 0.46% Shares
RAYMOND JAMES FINANCIAL INC $35,144,446 1,017,500 0.46% Shares
BANK OF AMERICA CORP /DE/ $30,929,083 895,457 0.40% Shares
LOOMIS SAYLES & CO L P $30,537,177 884,110 0.40% Shares
Arbejdsmarkedets Tillaegspension $27,790,884 804,600 0.36% Shares
Artisan Partners Limited Partnership $26,701,251 773,053 0.35% Shares
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main $26,309,531 761,712 0.34% Shares
Cresset Asset Management, LLC $23,992,590 687,162 0.31% Shares
SEI INVESTMENTS CO $23,085,701 668,363 0.30% Shares
Allianz Asset Management GmbH $22,874,944 662,274 0.30% Shares
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $22,771,423 625,245 0.30% Shares
CITADEL ADVISORS LLC $22,654,614 655,895 0.30% Shares

Show all 669 institutional owners →

Activists & 5%+ owners 2 positions

18

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
UGI Corporation, AmeriGas, Inc., AmeriGas Propane, Inc., AmeriGas Propane Holdings, Inc. ×2 filings Aug. 21, 2019 · Initial filing M&A / sale SEC
Undisclosed reporting person, Undisclosed reporting person Dec. 23, 2002 · Initial filing Passive investment SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Company insiders 55 insiders · 25 officers · 21 directors

19
Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Roger Perreault President & CEO May 24, 2023 P 41,125 0 0 $0
Hugh J. Gallagher President & CEO of Subsidiary Jan. 1, 2021 A 11,510 0 0 $0
Jerry E Sheridan President & CEO of Subsidiary May 10, 2018 M 0 0 0 $0
Eugene V N Bissell President & CEO of AmeriGas Jan. 1, 2012 A 67,297 0 0 $0
Sean O'Brien Chief Financial Officer April 10, 2026 M 4,084 0 2 $-1,080,893
Thaddeus J Jastrzebski Chief Financial Officer Jan. 12, 2023 A 22,987 0 0 $0
Kirk R Oliver CFO Jan. 17, 2018 M 66,669 0 0 $0
Peter Kelly Vice President - Finance & CFO Feb. 1, 2011 M 56,406 0 0 $0
Julie Fazio President of Subsidiary Jan. 11, 2026 M 545 0 0 $0
Hans G. Bell President of Subsidiary Jan. 11, 2026 M 20,412 0 1 $-439,683
Joseph L. Hartz President of Subsidiary Jan. 11, 2026 M 36,421 0 2 $-772,450
Michael Sharp President of Subsidiary Jan. 1, 2026 A 4,806 0 0 $0
Kathleen Shea-Ballay GC and Chief Legal Officer June 18, 2026 M 0 0 1 $-852,603
Jean Felix Tematio VP, CAO & Corporate Controller Feb. 11, 2026 M 6,952 0 1 $-488,819
John Koerwer Chief Information Officer Jan. 1, 2025 A 16,685 0 0 $0
Judy A. Zagorski Chief Human Resources Officer Jan. 1, 2024 A 5,958 0 0 $0
Robert F. Beard Chief Operations Officer Jan. 1, 2024 A 46,843 0 0 $0
Monica M Gaudiosi VP, Gen. Counsel & Secretary Jan. 12, 2023 A 61,109 0 0 $0
Laurie Bergman VP, CAO & Corporate Controller May 28, 2021 M 3,682 0 0 $0
Ann P Kelly VP, CAO & Corporate Controller Jan. 16, 2019 M 3,910 0 0 $0
Marie-Dominique Ortiz-Landazabal Chief Accounting Officer Jan. 17, 2018 M 8,260 0 0 $0
Bradley C Hall VP New Business Development Jan. 18, 2017 M 86,706 0 0 $0
Davinder S Athwal Chief Accounting Officer Jan. 21, 2015 M 20,521 0 0 $0
Robert H Knauss VP and General Counsel Jan. 17, 2012 M 18,279 0 0 $0
Francois Varagne Chairman of Subsidiary Jan. 31, 2011 M 42,239 0 0 $0
David Bingenheimer Director Jan. 30, 2026 A 11,275 0 0 $0
Melanie Ruiz Director Jan. 30, 2026 A 11,275 0 0 $0
Santiago Seage Director Jan. 30, 2026 A 16,585 0 0 $0
Tina Veronica Faraca Director Jan. 30, 2026 A 12,303 0 0 $0
Kelly A Romano Director Jan. 30, 2026 A 30,005 0 0 $0
Shawn M Bort Director Jan. 30, 2026 A 85,478 0 0 $0
Cindy J Miller Director Jan. 26, 2024 A 14,102 0 0 $0
William J Marrazzo Director Jan. 26, 2024 A 16,707 0 0 $0
James B Stallings JR Director Jan. 27, 2023 A 24,580 0 0 $0
Frank S Hermance Director Jan. 27, 2023 A 56,011 0 0 $0
John L Walsh Director Sept. 1, 2022 M 429,734 0 0 $0
Marvin O Schlanger Director Dec. 16, 2020 M 100,836 0 0 $0
Rick K Turner Director Jan. 22, 2020 A 3,140 0 0 $0
Anne Pol Director Aug. 21, 2019 A 157,842 0 0 $0
Richard W Gochnauer Director Jan. 30, 2019 A 33,970 0 0 $0
Roger B Vincent Director May 25, 2017 M 7,516 0 0 $0
Ernest E Jones Director March 3, 2016 S 11,566 0 0 $0
Lon R Greenberg Director Jan. 20, 2016 M 447,086 0 0 $0
Stephen D Ban Director Jan. 8, 2013 A 73,242 0 0 $0
Richard C Gozon Director Jan. 7, 2011 A 99,996 0 0 $0
Alan N Harris · Jan. 30, 2026 A 33,377 0 0 $0
Mario Longhi Filho · Jan. 30, 2026 A 30,792 0 0 $0
Ted A Dosch · Jan. 30, 2026 A 36,096 0 0 $0
Robert C Flexon · Jan. 1, 2026 A 5,000 0 0 $0
David W Trego · March 5, 2009 M 32,689 0 0 $0
James W Stratton · Jan. 8, 2009 A 68,448 0 0 $0
Michael J Cuzzolina · Jan. 1, 2008 A 79,438 0 0 $0
Anthony J Mendicino · April 3, 2007 M 208,273 0 0 $0
Thomas F Dovovan · Jan. 9, 2006 A 22,166 0 0 $0
Robert J Chaney · Aug. 2, 2004 M 44,513 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

ETF ownership Held by 80 ETFs

20

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
FXU · First Trust Exchange-Traded AlphaDE… 4.43% 1,019,952 NS July 31, 2026 N-PORT
RDIV · Invesco Exchange-Traded Fund Trust … 1.47% 572,210 SH Oct. 1, 2026 Daily
XMVM · Invesco Exchange-Traded Fund Trust 1.42% 195,739 SH Oct. 1, 2026 Daily
XMLV · Invesco Exchange-Traded Fund Trust … 1.29% 245,008 SH Oct. 1, 2026 Daily
LSEQ · Harbor ETF Trust 1.27% 5,387 NS July 31, 2026 N-PORT
VMAX · Lattice Strategies Trust 1.04% 14,215 NS July 31, 2026 N-PORT
PAMC · Pacer Funds Trust 1.03% 15,327 NS July 31, 2026 N-PORT
EMLP · First Trust Exchange-Traded Fund IV 0.81% 929,029 NS July 31, 2026 N-PORT
FNK · First Trust Exchange-Traded AlphaDE… 0.74% 46,904 NS July 31, 2026 N-PORT
DVY · iShares Trust 0.72% 4,488,916 SH Sept. 11, 2026 Daily
FFSM · FIDELITY COVINGTON TRUST 0.59% 245,585 NS July 31, 2026 N-PORT
NUSC · Nushares ETF Trust 0.58% 207,516 NS July 31, 2026 N-PORT
IDU · iShares Trust 0.52% 178,233 SH Sept. 11, 2026 Daily
QDF · FlexShares Trust 0.51% 313,617 NS July 31, 2026 N-PORT
FUTY · FIDELITY COVINGTON TRUST 0.51% 325,000 NS July 31, 2026 N-PORT
VPU · VANGUARD WORLD FUND 0.47% 1,469,415 SH Aug. 19, 2026 Daily
IVOV · VANGUARD ADMIRAL FUNDS 0.43% 184,095 SH Aug. 19, 2026 Daily
FNX · First Trust Exchange-Traded AlphaDE… 0.39% 149,104 NS July 31, 2026 N-PORT
EIPX · First Trust Exchange-Traded Fund IV 0.39% 61,039 NS July 31, 2026 N-PORT
JPUS · J.P. Morgan Exchange-Traded Fund Tr… 0.37% 47,063 NS July 31, 2026 N-PORT
JPME · J.P. Morgan Exchange-Traded Fund Tr… 0.34% 44,320 NS July 31, 2026 N-PORT
LSVD · ADVISORS' INNER CIRCLE FUND 0.31% 55,099 NS July 31, 2026 N-PORT
HSMV · First Trust Exchange-Traded Fund III 0.30% 2,933 NS July 31, 2026 N-PORT
RWK · Invesco Exchange-Traded Fund Trust … 0.28% 99,068 SH Oct. 1, 2026 Daily
ESML · iShares Trust 0.26% 194,903 SH Sept. 11, 2026 Daily
QVMM · Invesco Exchange-Traded Fund Trust … 0.25% 28,481 SH Oct. 1, 2026 Daily
FPWR · First Trust Exchange-Traded Fund IV 0.23% 1,885 NS July 31, 2026 N-PORT
LRGF · iShares Trust 0.23% 220,485 SH Sept. 11, 2026 Daily
FAB · First Trust Exchange-Traded AlphaDE… 0.22% 10,371 NS July 31, 2026 N-PORT
FBCV · FIDELITY COVINGTON TRUST 0.22% 10,762 NS July 31, 2026 N-PORT
PTMC · Pacer Funds Trust 0.22% 23,765 NS July 31, 2026 N-PORT
IVOO · VANGUARD ADMIRAL FUNDS 0.20% 346,766 SH Aug. 19, 2026 Daily
EQAL · Invesco Exchange-Traded Fund Trust … 0.19% 42,736 SH Oct. 1, 2026 Daily
JQUA · J.P. Morgan Exchange-Traded Fund Tr… 0.19% 427,838 NS July 31, 2026 N-PORT
JVAL · J.P. Morgan Exchange-Traded Fund Tr… 0.18% 42,538 NS July 31, 2026 N-PORT
BKMC · BNY Mellon ETF Trust 0.18% 32,926 NS July 31, 2026 N-PORT
BBMC · J.P. Morgan Exchange-Traded Fund Tr… 0.17% 94,328 NS July 31, 2026 N-PORT
FSMD · FIDELITY COVINGTON TRUST 0.17% 116,078 NS July 31, 2026 N-PORT
MIDU · Direxion Shares ETF Trust 0.17% 3,149 NS July 31, 2026 N-PORT
VBR · VANGUARD INDEX FUNDS 0.16% 3,121,923 SH Aug. 19, 2026 Daily
ROUS · Lattice Strategies Trust 0.16% 30,800 NS July 31, 2026 N-PORT
FQAL · FIDELITY COVINGTON TRUST 0.14% 56,677 NS July 31, 2026 N-PORT
DFAS · Dimensional ETF Trust 0.14% 581,372 NS July 31, 2026 N-PORT
SMDX · Tidal Trust III 0.13% 4,504 NS July 31, 2026 N-PORT
SMMD · iShares Trust 0.11% 115,278 SH Sept. 11, 2026 Daily
VB · VANGUARD INDEX FUNDS 0.09% 4,917,574 SH Aug. 19, 2026 Daily
VXF · VANGUARD INDEX FUNDS 0.08% 2,460,479 SH Aug. 19, 2026 Daily
IWS · iShares Trust 0.08% 319,112 SH Sept. 11, 2026 Daily
WSML · iShares Trust 0.07% 13,067 SH Sept. 11, 2026 Daily
TILT · FlexShares Trust 0.07% 40,764 NS July 31, 2026 N-PORT
IWR · iShares Trust 0.06% 880,029 SH Sept. 11, 2026 Daily
IUS · Invesco Exchange-Traded Self-Indexe… 0.04% 11,355 SH Oct. 1, 2026 Daily
DFSU · Dimensional ETF Trust 0.04% 22,318 NS July 31, 2026 N-PORT
PRF · Invesco Exchange-Traded Fund Trust 0.03% 94,638 SH Oct. 1, 2026 Daily
VYM · VANGUARD WHITEHALL FUNDS 0.03% 859,784 SH Aug. 19, 2026 Daily
DIVB · iShares Trust 0.03% 14,549 SH Sept. 11, 2026 Daily
IUSV · iShares Trust 0.03% 186,089 SH Sept. 11, 2026 Daily
DSI · iShares Trust 0.02% 33,129 SH Sept. 11, 2026 Daily
IWD · iShares Trust 0.02% 476,771 SH Sept. 11, 2026 Daily
DFAC · Dimensional ETF Trust 0.02% 283,994 NS July 31, 2026 N-PORT
VONV · VANGUARD SCOTTSDALE FUNDS 0.02% 129,766 SH Aug. 19, 2026 Daily
DCOR · Dimensional ETF Trust 0.02% 17,550 NS July 31, 2026 N-PORT
DFAU · Dimensional ETF Trust 0.01% 45,475 NS July 31, 2026 N-PORT
IWB · iShares Trust 0.01% 152,741 SH Sept. 11, 2026 Daily
IYY · iShares Trust 0.01% 9,039 SH Sept. 11, 2026 Daily
ITOT · iShares Trust 0.01% 281,329 SH Sept. 11, 2026 Daily
DFUS · Dimensional ETF Trust 0.01% 64,140 NS July 31, 2026 N-PORT
IWV · iShares Trust 0.01% 57,960 SH Sept. 10, 2026 Daily
VTI · VANGUARD INDEX FUNDS 0.01% 6,796,934 SH Aug. 19, 2026 Daily
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0.01% 171,275 SH Aug. 19, 2026 Daily
VONE · VANGUARD SCOTTSDALE FUNDS 0.01% 36,266 SH Aug. 19, 2026 Daily
VTHR · VANGUARD SCOTTSDALE FUNDS 0.01% 18,049 SH Aug. 19, 2026 Daily
JMOM · J.P. Morgan Exchange-Traded Fund Tr… 0.01% 5,289 NS July 31, 2026 N-PORT
OMFL · Invesco Exchange-Traded Self-Indexe… 0.01% 9,653 SH Oct. 1, 2026 Daily
IJH · iShares Trust · 7,522,702 SH Sept. 11, 2026 Daily
IJJ · iShares Trust · 1,093,196 SH Aug. 21, 2026 Daily
XJH · iShares Trust · 29,326 SH Sept. 8, 2026 Daily
ISCB · iShares Trust · 9,702 SH Sept. 11, 2026 Daily
ISCV · iShares Trust · 48,013 SH Sept. 11, 2026 Daily
SMLF · iShares Trust · 280,312 SH Sept. 11, 2026 Daily

UGI Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

21
rating · 7 analysts BUY
Median target $42.50 +14.2%
1 14.3% Strong Buy
4 57.1% Buy
2 28.6% Hold
0 0.0% Sell
0 0.0% Strong Sell

12-Month Price Target

4 analysts · 2026-10-02

Mean target $43.25 +16.3%

← Below all targets Current price $37.20
Low$42.00 Mean$43.25 High$46.00

Peer comparison (GICS sub-industry) Key metrics vs sector peers

22

FY basis, prices as of each company's last fiscal year-end close.

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
UGI $7.13B 10.8 1.1% 9.3% 14.5% ·
ATO $27.59B 22.9 12.9% 25.5% 9.0% ·
NFG $8.35B 16.3 17.1% 22.8% 17.4% ·
SWX $5.78B 13.2 9.6% · 11.2% ·
NJR $4.84B 14.5 9.9% 24.8% 13.8% ·
SR · · · · · ·
OGS $4.84B 17.7 · · 8.0% ·
MDU · 21.0 6.7% 10.2% 6.9% ·
CPK · 20.9 18.1% 15.1% 9.1% ·
NWN $1.94B 16.9 11.8% 8.8% 7.9% ·
SPH · 11.5 7.9% 7.4% · ·

Latest News Recent headlines mentioning this company

23
UGI (UGI) Q2 2026 Earnings Call Transcript Yahoo Finance · 4 months, 3 weeks ago

My Metrics Your personal watchlist — selected rows from Full Fundamentals

26

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Source: SEC 10-Q filed Aug 6, 2026