UGI UGI Corporation

XNYS 37.47 Delayed
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Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading

Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.

UGI $37.47 —
Key stats
$37.47
52-Week Range
$31.65 – $41.34
YTD
-0.43%
IV Rank (30D)
30.36
Straddle Price
$3.35
P/C Vol Ratio
0.48
Market Cap
$7.9B
Open
$37.40
Day Range
$36.92 – $37.57
Volume
713,147
Prev Close
$37.04
Fair Value
MODEL: SHORT

A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.

  • DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
  • Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
  • DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
  • P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
  • Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
  • Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
  • Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
  • Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
10-yr Treasury (rf)4.90%
Beta vs SPY0.72
Cost of Equity (CAPM)8.50% (VRP-adj)
WACC7.47%
Volatility Risk Premium+53.6pp (IV − HV30)
Effective Tax Rate7.9%
Rev. Growth (YoY, DCF input)+30.0%
DCF Horizon10 years explicit + fade
Forward Tilt (NTM/TTM)×1.10 (applied to P/E, EV/EBITDA, P/S)
Free Cash Flow (TTM)$0.2B
Return on Equity (TTM)12.9%
Book / Price65.8% — banking bias active (P/B is primary)
Gross Margin (TTM)50.7%
FCF Margin (TTM)2.5%
Debt / Equity1.10
Quality Score3/6 — normal (10y DCF)
Market-Implied Growth+23.7% (reverse-DCF on current price)
SMA 50$37.70 (Market Anchor value)
SMA 20 / Bollinger Mid$38.21
Bollinger Width / SMA206.4% (drives anchor stability)
Net Debt$5.5B
Market Cap$8B
Peers used for multiples: DUK, ED, EIX, ES, EXC, NEE, PCG, XEL
60-Day Conviction
41%
20-Day Fair Value
≈ by Dec 8, 2026
$37.76
α +0.8% rank 81%
conviction
57%
40-Day Fair Value
≈ by Jan 6, 2027
$37.85
α +1.1% rank 81%
conviction
39%
60-Day Fair Value
≈ by Feb 4, 2027
$36.90
α -1.5% rank 81%
conviction
41%
MethodImplied PriceWeightDetail
DCF $63.25 20%
DDM (Gordon) $45.03 16%
Peer P/E $56.22 6% median 18.0× · 8 peers
Peer EV/EBITDA $72.78 6% median 11.6× · 8 peers
Peer P/B $41.56 6% median 1.7× · 8 peers
Peer P/S $81.42 6% median 2.2× · 8 peers
Market Anchor (SMA50) $37.70 40% stability 100% (BB-width)
Options Expected (B-L 30d) $37.46 0% 5 strikes · skew +0.79
As of 2026-11-09 · updated
About
Industry (SIC)
GAS & OTHER SERVICES COMBINED (4932) · industry map
Exchange
XNYS
Market Cap
$7.9B
Employees
9,400
List Date
1953-01-02
CIK
0000884614
Next Earnings
2026-11-18 (After-Close)
EPS Forecast
($0.36)
Headquarters
King Of Prussia, PA
Homepage
https://www.ugicorp.com

UGI Corp is an American holding company that, through its subsidiaries, is involved in the transport and marketing of energy and related services. Its segments include AmeriGas Propane, UGI International, Midstream & Marketing, and Utilities. The AmeriGas Propane segment consists of the propane distribution business. The UGI International segment consists of LPG distribution businesses. The Midstream & Marketing segment consists of energy-related businesses. The Utilities segment consists of the regulated natural gas and electric distribution. The company derives a majority of its revenue from…

Summary
—
composite
—
No summary data available for this symbol yet.

Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.

Chart
Seasonality
'21'22'23'24'25'26Avg
Jan3.45%-0.66%4.68%-11.12%8.66%6.59%1.93%
Feb5.31%-16.11%-8.03%-2.47%10.12%-6.85%-3.01%
Mar6.41%-0.55%-6.21%-0.24%-2.71%-3.04%-1.06%
Apr5.96%-6.54%-0.88%6.46%-2.12%0.06%0.49%
May3.83%23.13%-17.30%-1.66%9.04%-1.36%2.61%
Jun0.32%-10.46%-2.92%-9.49%-0.19%2.92%-3.30%
Jul-1.67%8.66%-0.99%9.02%3.14%4.97%3.85%
Aug1.00%-9.30%-4.91%-0.04%-3.91%5.89%-1.88%
Sep-9.01%-17.27%-8.98%0.44%-2.89%-7.21%-7.49%
Oct0.02%5.56%-5.28%-2.49%-0.18%6.35%0.66%
Nov-7.07%8.48%5.37%29.45%18.13%-3.28%*8.51%
Dec11.14%-3.96%9.63%-1.88%-4.98%--1.99%
Total19.44%-23.42%-32.62%11.09%33.73%3.75%1.99%
Technical Indicators

Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.

Trend Indicators
  • SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
  • EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
  • MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
  • ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
  • +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
  • RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
  • Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
  • Williams %R — inverted scale: <−80 oversold, >−20 overbought.

Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.

Volume & Volatility
  • Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
  • OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
  • Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
  • ATR / True Range — average daily $ move; sizing and stop-loss reference.
  • HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.

Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →

Trend Indicators

SMA 20: $38.19
SMA 50: $37.69
SMA 200: $36.68
Current: $37.45
EMA 12: $37.93
EMA 26: $37.89
MACD: 0.0413 | Signal: -0.1961
BULLISH
ADX (14): 17.68
RANGE
+DI: 12.94
−DI: 23.46

Momentum Oscillators

RSI (14): 45.23
NEUTRAL
Stoch %K: 16.33
Stoch %D: 20.45
Williams %R: -69.68

Volume & Volatility

BB Upper: $39.45
BB Lower: $36.94
NEUTRAL
OBV: 114,733,614
Vol SMA 20: 1,384,875
Vol ROC: -52.54%
ATR: $0.76
True Range: $0.65
HV 20: 19.0%
HV 30: 19.7%
HV 60: 25.1%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2024-11-08T00:00:00 – 2026-11-06T00:00:00
AI Analysis

LLM Stock Analysis Report

Executive Summary

Overall Assessment: NEUTRAL (Confidence Level: 6/10)

Key Drivers:

  • UGI's recent price action has been influenced by its technical indicators, with a bullish MACD signal and a neutral RSI reading.
  • The company's news sentiment has been mixed, with both positive and negative headlines in the past year.

Primary Risks:

  • UGI's low volatility may make it susceptible to larger-than-expected price moves if market conditions change.
  • The company's beta is extremely low compared to the broader market, which could lead to underperformance during market downturns.

Investment Thesis:

UGI's current valuation appears reasonable considering its technical and fundamental data. However, the stock's mixed news sentiment and low volatility may make it challenging to predict its future performance. A cautious approach is recommended, with a focus on risk management and potential mean reversion opportunities.

Recent News Sentiment Impact:

The recent headline about UGI's deleveraging plan has had a positive impact on the company's sentiment, as investors view this move as a sign of financial stability. However, the negative headline from Zacks Investment Research may have tempered some of this enthusiasm.

Technical Analysis

Trend Direction:

  • Short-term (1-4 weeks): Bullish
  • Medium-term (1-3 months): Neutral
  • Long-term (3-12 months): Bullish

Support/Resistance Levels:

  • Upper Bollinger Band: $40.19
  • Middle Band: $37.21
  • Lower Band: $34.23
  • SMA 20: $37.21
  • SMA 50: $36.45
  • SMA 200: $36.70

Momentum Signals:

  • RSI (14): 57.50 (neutral)
  • MACD signal: Bullish
  • Bollinger Bands position: Neutral

Volume Analysis:

  • Volume SMA 20: 2572599.54
  • On-Balance Volume (OBV): 116206267.24
  • Volume Rate of Change: -47.88%

News & Sentiment Analysis

Recent Headlines Summary:

UGI has received mixed news headlines in the past year, with some articles highlighting its financial stability and others noting potential challenges from regulatory changes.

Sentiment Assessment:

The overall sentiment is neutral, reflecting the mixed nature of UGI's recent news headlines.

Catalyst Identification:

No immediate catalysts are apparent, but investors will be watching for any updates on the company's deleveraging plan or potential changes to its dividend policy.

Market Narrative:

UGI's recent price action has been driven by a combination of technical and fundamental factors. The bullish MACD signal and neutral RSI reading suggest that the stock may continue to trend higher in the short term, while the mixed news sentiment may lead to greater volatility in the medium term.

Risk & Volatility Assessment

Risk Metrics:

  • Beta: 0.02 (vs SPY)
  • Alpha: 0.12
  • Correlation: 0.01
  • Stock Volatility: 0.25 Interpretation: Low volatility - stock moves less than market

Options Market Signals:

IV Rank: 20.1% (Low - shows if volatility is historically high/low) Current IV: 53.5% Expected Move: $2.95 (42 DTE), 7-DTE: $2.83 Volume Flow: 31 calls vs 35 puts Open Interest: 4,161 calls vs 586 puts Put/Call Volume Ratio: 1.13 (Neutral sentiment) Put/Call OI Ratio: 0.14

Downside Protection:

  • Support levels: SMA 20 ($37.21), SMA 50 ($36.45)
  • Risk management considerations: Stop-loss levels and position sizing based on volatility and market conditions.

Market Context & Positioning

Sector Performance:

UGI's performance is relatively weak compared to its sector peers, which may be a concern for investors.

Institutional Activity:

The company's recent insider activity has been neutral, with no notable changes in institutional ownership or trading patterns.

Correlation Analysis:

UGI's correlation with the broader market is low, suggesting that it may not move in lockstep with the overall market.

Relative Valuation:

UGI's valuation appears reasonable compared to its peers and historical data. However, the stock's mixed news sentiment and low volatility may make it challenging to predict its future performance.

Key Levels & Action Items

Critical Price Levels:

  • SMA 20 ($37.21)
  • SMA 50 ($36.45)

Breakout/Breakdown Levels:

  • Upper Bollinger Band: $40.19
  • Lower Band: $34.23

Time-Sensitive Catalysts:

No immediate catalysts are apparent, but investors will be watching for any updates on the company's deleveraging plan or potential changes to its dividend policy.

Risk Management:

Stop-loss levels and position sizing based on volatility and market conditions should be considered when trading UGI.

Note: This report provides a comprehensive analysis of UGI's technical, fundamental, and news data. The executive summary highlights key findings and recommendations, while the subsequent sections provide more detailed information on each topic.

Generated
Earnings History
15 of 23 under expected move
Avg Expected Move
5.85%
Avg Actual Move
4.55%
Each row pairs the pre-earnings straddle-implied expected move with the realized close-to-close move. Sorted oldest first.
Earnings Date Timing Expected Move Actual Move Ratio Outcome
2021-02-04 Pre-Market 6.22% 1.69% 0.27x Within
2021-05-06 Pre-Market 1.60% 1.06% 0.66x Within
2021-08-05 Pre-Market 1.30% 1.82% 1.40x Exceeded
2021-11-19 Pre-Market 3.17% 0.48% 0.15x Within
2022-02-03 Pre-Market 4.97% 4.56% 0.92x Within
2022-05-05 Pre-Market 5.66% 0.00% 0.00x Within
2022-08-04 Pre-Market 1.25% 5.09% 4.07x Exceeded
2022-11-18 Pre-Market 4.72% 5.38% 1.14x Exceeded
2023-02-02 Pre-Market 4.32% 5.29% 1.22x Exceeded
2023-05-04 Pre-Market 8.84% 7.94% 0.90x Within
2023-08-03 Pre-Market 12.90% 5.31% 0.41x Within
2023-11-17 Pre-Market 9.04% 3.83% 0.42x Within
2024-02-01 Pre-Market 7.36% 13.37% 1.82x Exceeded
2024-05-02 Pre-Market 7.07% 6.41% 0.91x Within
2024-08-08 Pre-Market 7.49% 3.86% 0.52x Within
2024-11-22 Pre-Market 6.66% 15.01% 2.25x Exceeded
2025-02-06 Pre-Market 7.01% 2.01% 0.29x Within
2025-05-08 Pre-Market 6.18% 4.05% 0.66x Within
2025-08-07 Pre-Market 6.22% 1.96% 0.32x Within
2025-11-21 Pre-Market 4.63% 7.06% 1.52x Exceeded
2026-02-05 Pre-Market 6.07% 6.34% 1.04x Exceeded
2026-05-06 Pre-Market 5.54% 0.34% 0.06x Within
2026-08-05 Pre-Market 6.42% 1.90% 0.30x Within

Earnings calendar: this week’s reports with expected vs actual moves →

UGI Options Activity & IV Rank

UGI IV rank history, 52-week IV rank and IV percentile →

Volatility Metrics

Current IV: 27.4%
7-DTE IV: 33.8%
Expected Move: $3.35
7-DTE Move: $2.75
Days to Exp: 39 (2026-12-18)

Options Flow · All expiries

Call Volume: 247
Put Volume: 118
P/C Volume: 0.478
BULLISH
Call OI: 6,014
Put OI: 2,180
P/C OI: 0.362
Total OI: 8,194

ATM Options Pricing

ATM Call: $2.80
ATM Put: $0.55
Call %: 7.5%
Put %: 1.5%

Chain Summary

Chain Volume: 365
Chain OI: 8,194
Last Updated: 11/9/2026
Spread Scanner
Full Algorithm Docs ↗

Each spread is ranked by a composite score built in three stages. Full documentation →

Stage 1 — Base Score

score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Calendars: the long leg is valued at the short leg’s expiration (Black-Scholes at its current IV) across the range of prices the short leg’s IV implies, giving the best-case profit (R/R = that over the debit) and P(profit).

Stage 2 — Skew Adjustment (±25% cap)

RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.

Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
  • RSI <40 bullish / >60 bearish
  • MACD crossover + histogram trend
  • Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
  • Stochastic %K <20 / >80
  • Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
  • Blended ATR + straddle expected-move penalty
  • Bollinger Band signal (+ counter-trend penalty)
  • BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
  • IV rank ≥ 75 → strong boost for credit spreads
  • IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
  • Min open interest across all legs
  • OI < 100 → −0.10 · OI < 500 → −0.05

score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →

Scanning bull put, bear call, iron condor and calendar spreads…

Dealer Positioning
TYPICAL γ

Estimated net dealer gamma is at the 50th percentile of this name's own daily history, within its typical range. This describes current positioning; it is not a forecast or a trading signal.

Gamma percentile
50%
vs own history
GEX tilt
+0.60
OI-weighted, today
Vanna tilt
+0.51
δ-sensitivity to IV
Charm tilt
-0.80
δ-decay vs time
Vanna tilt +0.51: the estimated dealer exposure leans positive, so the modeled hedge would shift noticeably if implied volatility changed.
Charm tilt -0.80: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably as time passes and options approach expiry.

Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.

Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.

Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.

This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.

· 11 ATM contracts, 6k total OI
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Metric:
Wing vs ATM
IV(put wing) − IV(ATM), in vol points

How much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.

  • Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
  • Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
  • Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
  • Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each side

Which side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.

  • Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
  • Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
  • Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
  • Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together

Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:

  • High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
  • Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
  • Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d —
— pts EXTREME
No data
30 DTE / 10d —
— pts EXTREME
No data

Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.

Volatility Surface

Loading the implied volatility surface…

Volatility Smile

Loading the implied volatility smile…

IV Rank (7 DTE)20.7LowNov 9
IV Rank (30 DTE)30.4MediumNov 9
Straddle Price (30 DTE)$3.35Nov 9
Beta Analysis

Risk Metrics

Beta: 0.0545
Alpha: 12.21%
Correlation: 0.0305
R-Squared: 0.1%
Stock Volatility: 24.6%
Market Volatility: 13.8%

Analysis Details

Benchmark: SPY
Data Points: 251
Period: 252 trading days
Interpretation:
Low volatility - stock moves less than market
Beta & Alpha Over Time
Notable investors who own UGI
6 of 37 tracked investors
InvestorValueShare of their portfolioRankQ/Q sharesSource
Point72 Hedge fund
Steve Cohen
$163.9M
0.25%
#92 of 1945+12.8%13F
Citadel Hedge fund
Ken Griffin
$142.5M
0.08%
#289 of 6285+25.0%13F
Millennium Management Hedge fund
Izzy Englander
$104.5M
0.07%
#322 of 3716+4.4%13F
Renaissance Technologies Hedge fund
Jim Simons
$14.1M
0.02%
#875 of 3138+13.4%13F
Bridgewater Associates Hedge fund
Ray Dalio
$7.1M
0.03%
#400 of 997+141.9%13F
Rockefeller Capital Management Family office
Rockefeller family
$260K
0.00%
#2456 of 4729+1.4%13F

Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions

UGI Institutional Ownership (13F)

Filings for 2026-06-30 · 320 already for 2026-09-30
Diluted shares outstanding: 219,524,000 (as of 2026-03-31)

Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.

  • Shares — long equity positions in this name, aggregated across share classes.
  • Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
  • % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
  • Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.

Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.

660 filers954,788,111 shares$8.07B value434.94% of float
# Filer Shares Value % of Total % of Float Period
1 BlackRock, Inc. Custodian 41,063,921 $933.60M 11.57% 18.71% 2026-06-30
2 FMR LLC Custodian 20,561,188 $491.88M 6.10% 9.37% 2026-06-30
3 Vanguard Portfolio Management LLC 12,615,116 $435.73M 5.40% 5.75% 2026-06-30
4 Vanguard Capital Management LLC 9,647,183 $333.21M 4.13% 4.39% 2026-06-30
5 Neuberger Berman Group LLC 8,201,866 $283.29M 3.51% 3.74% 2026-06-30
6 State Street Corp 24,756,984 $263.77M 3.27% 11.28% 2026-06-30
7 LSV ASSET MANAGEMENT 6,094,815 $217.40M 2.70% 2.78% 2026-09-30
8 FULLER & THALER ASSET MANAGEMENT, INC. 5,882,917 $203.20M 2.52% 2.68% 2026-06-30
9 SNYDER CAPITAL MANAGEMENT L P 5,365,031 $185.31M 2.30% 2.44% 2026-06-30
10 Point72 Asset Management, L.P. 122,610,000 $163.86M 2.03% 55.85% 2026-06-30
11 Geode Capital Management, LLC Custodian 4,356,847 $155.45M 1.93% 1.98% 2026-09-30
12 Citadel Advisors LLC Custodian 90,155,895 $142.46M 1.77% 41.07% 2026-06-30
13 Northern Trust Corp Custodian 3,539,044 $122.24M 1.52% 1.61% 2026-06-30
14 Mitsubishi UFJ Trust & Banking Corp 3,478,438 $120.15M 1.49% 1.58% 2026-06-30
15 AQR Capital Management, LLC Custodian 3,469,229 $119.69M 1.48% 1.58% 2026-06-30
16 CAPTRUST FINANCIAL ADVISORS 3,280,003 $113.29M 1.40% 1.49% 2026-06-30
17 Dimensional Fund Advisors LP Custodian 3,093,587 $110.35M 1.37% 1.41% 2026-09-30
18 Invesco Ltd. Custodian 5,650,658 $108.85M 1.35% 2.57% 2026-06-30
19 Bank of New York Mellon Corp Custodian 3,095,412 $105.27M 1.30% 1.41% 2026-09-30
20 Millennium Management LLC Custodian 77,176,039 $104.50M 1.30% 35.16% 2026-06-30
21 Morgan Stanley Custodian 2,654,902 $91.70M 1.14% 1.21% 2026-06-30
22 Hamlin Capital Management, LLC 2,554,320 $91.11M 1.13% 1.16% 2026-09-30
23 Norges Bank 2,627,450 $90.75M 1.13% 1.20% 2026-06-30
24 Charles Schwab Investment Management, Inc. 2,471,540 $85.37M 1.06% 1.13% 2026-06-30
25 Weiss Asset Management LP 60,240,000 $80.72M 1.00% 27.44% 2026-06-30
9 filers$20.11M notional
# Filer Notional Value % of Total Period
1 Jane Street Group, LLC Custodian $6.79M 33.77% 2026-06-30
2 Twin Tree Management, LP $5.28M 26.26% 2026-06-30
3 Susquehanna International Group, LLP Custodian $3.21M 15.97% 2026-06-30
4 D. E. Shaw & Co., Inc. Custodian $2.13M 10.62% 2026-06-30
5 Simplex Trading, LLC Custodian $991.63K 4.93% 2026-09-30
6 IMC-Chicago, LLC Custodian $909.59K 4.52% 2026-09-30
7 Walleye Capital LLC $545.73K 2.71% 2026-06-30
8 GROUP ONE TRADING LLC Custodian $203.79K 1.01% 2026-06-30
9 SUMMIT SECURITIES GROUP LLC $39.24K 0.20% 2026-09-30
6 filers$6.77M notional
# Filer Notional Value % of Total Period
1 Susquehanna International Group, LLP Custodian $3.88M 57.28% 2026-06-30
2 GROUP ONE TRADING LLC Custodian $1.36M 20.11% 2026-06-30
3 Citadel Advisors LLC Custodian $1.18M 17.46% 2026-06-30
4 IMC-Chicago, LLC Custodian $238.99K 3.53% 2026-09-30
5 Simplex Trading, LLC Custodian $71.34K 1.05% 2026-09-30
6 Walleye Capital LLC $37.99K 0.56% 2026-06-30

UGI Insider Trading (Form 4)

Latest: 2026-11-03
Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
Filed Reporter Role Action Shares Avg Price Net $ Link
2026-11-03 Robert C Flexon President and CEO Mixed
Tax −15,354 · Exer +43,585
 +28,231 $38.67 -$593.7K EDGAR
2026-11-03 Mario Longhi Director Mixed
Tax −6,091 · Exer +21,313
 +15,222 $38.67 -$235.5K EDGAR
2026-06-23 Kathleen Shea-Ballay GC and Chief Legal Officer Mixed
Exer +25,360 · Sell −25,360
 — $29.11 -$228.6K EDGAR
2026-04-14 Sean O'Brien Chief Financial Officer Mixed
Exer +5,660 · Tax −1,576
 +4,084 $37.94 -$59.8K EDGAR
2026-02-13 Jean Felix Tematio VP, CAO & Corporate Controller Mixed
Sell −12,840 · Exer +12,840
 — $31.34 -$173.0K EDGAR
2026-02-03 Melanie Ruiz Director Award (A) +4,364 — EDGAR
2026-02-03 Kelly A Romano Director Award (A) +4,364 — EDGAR
2026-02-03 Ted A Dosch Director Award (A) +4,364 — EDGAR
2026-02-03 Santiago Seage Director Award (A) +4,364 — EDGAR
2026-02-03 Tina Veronica Faraca Director Award (A) +4,364 — EDGAR
2026-02-03 M Shawn Bort Director Award (A) +4,364 — EDGAR
2026-02-03 Mario Longhi Director Award (A) +7,480 — EDGAR
2026-02-03 Alan N Harris Director Award (A) +4,364 — EDGAR
2026-02-03 David Bingenheimer Director Award (A) +4,364 — EDGAR
2026-01-13 Hans G. Bell President of Subsidiary Mixed
Exer +3,310 · Tax −1,118
 +2,192 $37.07 -$41.4K EDGAR
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.

UGI Insider Holdings

17 insiders · @ $37.45
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
# Insider Role Shares Disclosed Exposure Lifetime OM Net Filings Last Filed
1 Mario Longhi Director 117,167 $4.39M $0 7 2026-11-03
2 M Shawn Bort Director 99,823 $3.74M -$2.23M 29 2026-02-03
3 Ted A Dosch Director 58,096 $2.18M $797.3K 11 2026-02-03
4 Robert C Flexon President and CEO 43,585 $1.63M $160.3K 5 2026-11-03
5 Joseph L. Hartz President of Subsidiary 37,882 $1.42M -$3.23M 15 2026-01-13
6 Alan N Harris Director 33,377 $1.25M $0 6 2026-02-03
7 Kelly A Romano Director 30,005 $1.12M $0 5 2026-02-03
8 Hans G. Bell President of Subsidiary 20,412 $764.4K -$439.7K 5 2026-01-13
9 Jean Felix Tematio VP, CAO & Corporate Controller 19,792 $741.2K -$488.8K 6 2026-02-13
10 John Koerwer Chief Information Officer 19,769 $740.3K $0 1 2025-01-03
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.

UGI Board & Officers

As of SEC filings through Nov 3, 2026

Directors 10

Officers 8

Changes in the last 10 years (45)
Dec 1, 2025Hans G. Bell listed as President of Subsidiary (previously President, UGI Utilities, Inc.) in SEC filings
Mar 10, 2025Julie Fazio became President of Subsidiary
Jan 31, 2025Michael Sharp became President of Subsidiary
Nov 5, 2024Robert C Flexon listed as President and CEO (previously Chief Financial Officer) in SEC filings
Nov 5, 2024Robert C Flexon first listed as a director in an SEC filing
Nov 5, 2024Mario Longhi no longer listed as Interim President and CEO in SEC filings
Nov 1, 2024Melanie Ruiz became a director
Nov 1, 2024David Bingenheimer became a director
Aug 7, 2024Tina Veronica Faraca became a director
Aug 7, 2024The company announced the departure of Robert F. Beard as Chief Operations Officer in an SEC filing
May 29, 2024The company announced the departure of Judy A. Zagorski as Chief Human Resources Officer in an SEC filing
Mar 25, 2024The company announced the departure of Cindy J Miller from the board in an SEC filing
Dec 14, 2023Mario Longhi first listed as Interim President and CEO in an SEC filing
Dec 12, 2023The company announced the departure of Roger Perreault from the board in an SEC filing
Dec 12, 2023The company announced the departure of Roger Perreault as President & CEO in an SEC filing
Sep 27, 2023The company announced the departure of Frank S Hermance from the board in an SEC filing
Sep 18, 2023Santiago Seage became a director
Jun 12, 2023Kathleen Shea-Ballay became GC and Chief Legal Officer
May 5, 2023The company announced the departure of Monica M Gaudiosi as VP, Gen. Counsel & Secretary in an SEC filing
Apr 11, 2023Sean O'Brien became Chief Financial Officer
Not reported recently (14)
  • John Koerwer · Last reported as Chief Information Officer in an SEC filing dated Jan 3, 2025
  • William J Marrazzo · Last reported as a director in an SEC filing dated Jan 30, 2024
  • Laurie Bergman · Last reported as VP, CAO & Corporate Controller in an SEC filing dated Jun 2, 2021
  • Hugh J. Gallagher · Last reported as President & CEO of Subsidiary in an SEC filing dated Jan 5, 2021
  • Marvin O Schlanger · Last reported as a director in an SEC filing dated Dec 17, 2020
  • K Rick Turner · Last reported as a director in an SEC filing dated Jan 24, 2020
  • Anne Pol · Last reported as a director in an SEC filing dated Aug 23, 2019
  • Richard W Gochnauer · Last reported as a director in an SEC filing dated Feb 1, 2019
  • Ann P Kelly · Last reported as VP, CAO & Corporate Controller in an SEC filing dated Jan 18, 2019
  • Jerry E Sheridan · Last reported as President & CEO of Subsidiary in an SEC filing dated May 14, 2018
  • Kirk R Oliver · Last reported as CFO in an SEC filing dated Jan 19, 2018
  • Marie-Dominique Ortiz-Landazabal · Last reported as Chief Accounting Officer in an SEC filing dated Jan 19, 2018
  • Roger B Vincent · Last reported as a director in an SEC filing dated May 25, 2017
  • Bradley C Hall · Last reported as VP New Business Development in an SEC filing dated Jan 20, 2017
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.

UGI Proposed Insider Sales (Form 144)

Latest: 2026-06-18
Last 30d: 0 filings  ·  Last 90d: 0 filings

What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.

How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.

10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.

"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.

Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.

Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2026-06-18 KATHLEEN SHEA-BALLAY Officer 25,360 $852.5K 2026-06-18 Morgan Stanley Smith Barney LLC … — EDGAR
2026-02-11 JEAN FELIX TEMATIO DONTSOP Officer 12,840 $488.8K 2026-02-11 Morgan Stanley Smith Barney LLC … — EDGAR
2025-12-17 JOSEPH HARTZ Officer 5,000 $192.2K 2025-12-17 Morgan Stanley Smith Barney LLC … — EDGAR
2025-12-05 SEAN P OBRIEN Officer 28,709 $1.08M 2025-12-05 Morgan Stanley Smith Barney LLC … — EDGAR
2025-11-26 HANS G BELL Officer 11,300 $439.7K 2025-11-26 Morgan Stanley Smith Barney LLC … — EDGAR
2025-11-25 JOSEPH HARTZ Officer 15,000 $580.1K 2025-11-25 Morgan Stanley Smith Barney LLC … — EDGAR
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
Recent SEC Filings
Latest: 2026-11-02
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
Filing Date Event Link
2026-11-02 Material agreement · New debt obligation EDGAR
2026-10-22 Material agreement EDGAR
2026-10-02 Material agreement · New debt obligation EDGAR
2026-08-17 Material agreement · New debt obligation EDGAR
2026-08-10 Director or officer change EDGAR
2026-08-06 Earnings results · Regulation FD disclosure EDGAR
2026-07-07 Material agreement · New debt obligation EDGAR
2026-05-28 Director or officer change EDGAR
2026-05-26 Material agreement · Agreement terminated · New debt obligation · Other events EDGAR
2026-05-22 Material agreement · New debt obligation EDGAR
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
Filing Date Accession Link
2025-11-21 0000884614-25-000053 EDGAR
2024-11-26 0000884614-24-000086 EDGAR
2023-11-29 0000884614-23-000104 EDGAR
2022-11-21 0000884614-22-000061 EDGAR
2021-11-19 0000884614-21-000065 EDGAR
2020-11-20 0000884614-20-000052 EDGAR
2019-11-26 0000884614-19-000059 EDGAR
2018-11-20 0000884614-18-000033 EDGAR
2017-11-21 0000884614-17-000029 EDGAR
2016-11-22 0000884614-16-000067 EDGAR
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
Filing Date Accession Link
2026-08-06 0000884614-26-000052 EDGAR
2026-05-07 0000884614-26-000022 EDGAR
2026-02-05 0000884614-26-000011 EDGAR
2025-08-07 0000884614-25-000045 EDGAR
2025-05-08 0000884614-25-000017 EDGAR
2025-02-06 0000884614-25-000008 EDGAR
2024-08-08 0000884614-24-000072 EDGAR
2024-05-02 0000884614-24-000055 EDGAR
2024-02-01 0000884614-24-000038 EDGAR
2023-08-08 0000884614-23-000074 EDGAR
ETF Holders
151 ETFs hold UGI
25 shown · $1.64B total exposure · 0.21% AUM-weighted avg weight
# ETF Provider Weight $ Exposure ETF AUM As Of
1 IJH iShares Core S&P Mid-Cap ETF iShares (BlackRock) 0.24% $287.5M $121.4B 2026-11-06
2 VTI Vanguard Morningstar Total Stock Market ETF Vanguard 0.01% $243.5M — 2026-09-30
3 VB Vanguard Morningstar Small-Cap ETF Vanguard 0.10% $172.2M — 2026-09-30
4 DVY iShares Select Dividend ETF iShares (BlackRock) 0.71% $166.3M $23.3B 2026-11-06
5 VBR Vanguard Morningstar Small-Cap Value ETF Vanguard 0.17% $112.1M — 2026-09-30
6 VXF Vanguard Extended Market ETF Vanguard 0.09% $86.1M — 2026-09-30
7 MDY State Street® SPDR® S&P MIDCAP 400® ETF Trust SPDR (State Street) 0.24% $60.9M $25.6B 2026-11-05
8 VPU Vanguard Utilities ETF Vanguard 0.55% $52.6M — 2026-09-30
9 DFAS Dimensional US Small Cap ETF Dimensional 0.14% $47.6M — 2026-11-05
10 SPMD State Street® SPDR® Portfolio S&P 400™ Mid Cap ETF SPDR (State Street) 0.24% $43.8M $18.3B 2026-11-05
11 IJJ iShares S&P Mid-Cap 400 Value ETF iShares (BlackRock) 0.47% $40.6M $8.6B 2026-11-06
12 SCHA Schwab U.S. Small-Cap ETF Nport 0.17% $39.2M — 2026-08-31
13 IWR iShares Russell Mid-Cap ETF iShares (BlackRock) 0.06% $34.1M $56.9B 2026-11-06
14 VYM Vanguard High Dividend Yield ETF Vanguard 0.03% $31.2M — 2026-09-30
15 FXU First Trust Utilities AlphaDEX® Fund First Trust 3.95% $29.7M $751.6M 2026-11-06
16 DON WisdomTree U.S. Midcap Dividend Fund Nport 0.69% $27.2M — 2026-06-30
17 SCHM Schwab U.S. Mid-Cap ETF Nport 0.15% $22.8M — 2026-08-31
18 DFAC Dimensional US Core Equity 2 ETF Dimensional 0.02% $20.2M — 2026-11-05
19 EMLP First Trust North American Energy Infrastructure Fund First Trust 0.49% $20.1M $4.1B 2026-11-06
20 JQUA JPMorgan U.S. Quality Factor ETF JPMorgan 0.19% $18.3M $9.5B 2026-11-06
21 IWD iShares Russell 1000 Value ETF iShares (BlackRock) 0.02% $17.5M $82.9B 2026-11-06
22 RDIV Invesco S&P Ultra Dividend Revenue ETF Invesco 1.14% $17.4M — 2026-11-05
23 FDL First Trust Morningstar Dividend Leaders Index Fund First Trust 0.20% $16.6M $8.4B 2026-11-06
24 WTV WisdomTree U.S. Value Fund Nport 0.50% $14.8M — 2026-06-30
25 MDYV State Street® SPDR® S&P 400™ Mid Cap Value ETF SPDR (State Street) 0.47% $13.1M $2.8B 2026-11-05
Fundamentals

Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.

Metrics
  • Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
  • Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
  • Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
  • Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
  • Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
  • YoY growth — compare to the same quarter a year earlier to remove seasonality.
  • Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
  • Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.

TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.

Trailing P/E
13.19
TTM Diluted EPS
$2.84
TTM Revenue
$7.36B
TTM Net Income
$641.00M
TTM Op. Cash Flow
$1.11B
Quarterly figures (12 quarters)
QuarterPeriod EndRevenueNet IncomeDiluted EPSOp. Cash Flow
Q2 '262026-03-31$2.69B$520.00M$2.33$664.00M
Q1 '262025-12-31$2.08B$297.00M$1.34$66.00M
Q4 '252025-09-30$1.20B$-13.00M$-0.07$90.00M
Q3 '252025-06-30$1.39B$-163.00M$-0.76$289.00M
Q2 '252025-03-31$2.67B$479.00M$2.19$684.00M
Q1 '252024-12-31$2.03B$375.00M$1.74$164.00M
Q4 '242024-09-30$1.24B$-273.00M$-1.27$151.00M
Q3 '242024-06-30$1.38B$-48.00M$-0.23$390.00M
Q2 '242024-03-31$2.47B$496.00M$2.30$522.00M
Q1 '242023-12-31$2.12B$94.00M$0.44$119.00M
Q4 '232023-09-30$1.40B$131.00M$0.62$255.00M
Q3 '232023-06-30$1.66B$-789.00M$-3.76$409.00M
Q2 2026 • period ending 2026-03-31 • filed 2026-05-07
Valuation

Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.

Price Multiples
  • P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
  • P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
  • P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
  • EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
  • EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
  • ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
  • ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
  • Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
  • FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
  • Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
  • Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
  • Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
  • Multiples expanding while earnings are flat = sentiment-driven rally.
  • Multiples compressing while earnings grow = value coming from fundamentals.
P/E
13.19
P/B
1.51
P/S
1.12
EV/EBITDA
8.06
EV/Sales
1.86
ROE
11.8%
ROA
4.0%
Div Yield
4.03%
FCF Yield
13.49%
Debt/Equity
1.10
Current Ratio
—
Market Cap
$8.22B
as of 2026-11-09

UGI vs Peers

Related companies, largest first
Company Market cap P/E Revenue growth YTD IV rank
NEE NextEra Energy, Inc. $182.4B 15.7 +9.6% +7.8% 34
DUK Duke Energy Corporation $99.6B 19.4 +6.3% +9.8% 15
XEL Xcel Energy, Inc. $51.1B 18.7 +4.5% +7.7% 27
EXC Exelon Corporation $47.2B 16.8 +6.6% +4.3% 61
ED Consolidated Edison, Inc. $44.0B 21.1 +10.9% +19.1% 32
PCG PG&E Corporation $28.6B 9.7 +4.1% −19.0% 58
ES Eversource Energy $26.3B 18.1 +7.8% +2.9% 71
EIX Edison International $22.8B 6.4 +2.6% −0.8% 41
UGI UGI Corporation $7.9B 13.2 +0.6% −0.5% 30
Peer median $45.6B 17.5 +6.4% +6.0% 38

P/E uses the latest reported trailing-12-month diluted EPS; "—" means no positive earnings or no data.

Short Interest & Float

Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.

Metric definitions
  • Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
  • SI % of Float — short interest / free float. The key crowding metric.
  • Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
  • Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
  • Free Float — shares available for public trading (total shares minus insider / restricted).
  • Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
  • SI % of Float < 5% — typical, no particular signal.
  • 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
  • 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
  • >30% — extreme; borrow is likely expensive and squeeze risk is material.
  • Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
  • Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
  • A sudden drop in SI after a rally may indicate a squeeze in progress.

Short interest is reported mid-month and end-of-month; short volume is daily.

Short Interest
12.60M
SI % of Float
5.88%
Days to Cover
7.99
Short Vol Ratio
74.6%
Free Float
214.24M
Float %
99.9%
Short interest 2026-10-15 • Short volume 2026-11-06 • Float 2026-08-24