Zacks Research Issues Positive Forecast for UGI Earnings

UGI Corporation (NYSE:UGI) – Analysts at Zacks Research lifted their Q3 2026 earnings estimates for shares of UGI in a research note issued on Wednesday, February 25th. Zacks Research analyst Team now forecasts that the utilities provider will post earnings per share of ($0.17) for the quarter, up from their prior forecast of ($0.61). The consensus estimate for UGI’s current full-year earnings is $3.02 per share. Zacks Research also issued estimates for UGI’s Q4 2026 earnings at ($0.28) EPS, Q1 2027 earnings at $1.16 EPS, Q3 2027 earnings at ($0.34) EPS, Q4 2027 earnings at ($0.27) EPS and FY2028 earnings at $3.53 EPS.

UGI (NYSE:UGI) last issued its earnings results on Wednesday, February 4th. The utilities provider reported $1.26 earnings per share for the quarter, missing the consensus estimate of $1.50 by ($0.24). UGI had a return on equity of 14.46% and a net margin of 8.17%.The company had revenue of $2.08 billion for the quarter, compared to analyst estimates of $2.49 billion. During the same quarter in the previous year, the company posted $1.37 earnings per share. The company’s quarterly revenue was up 2.6% compared to the same quarter last year.

Several other research analysts also recently issued reports on the company. Wall Street Zen downgraded UGI from a “buy” rating to a “hold” rating in a research note on Saturday, November 22nd. Jefferies Financial Group restated a “buy” rating and set a $45.00 target price on shares of UGI in a report on Wednesday, November 19th. Mizuho lifted their target price on shares of UGI from $41.00 to $44.00 and gave the stock an “outperform” rating in a research report on Monday, December 15th. Weiss Ratings upgraded shares of UGI from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Monday, January 26th. Finally, UBS Group reissued an “outperform” rating on shares of UGI in a research note on Monday, December 15th. Four equities research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $44.50.

UGI Price Performance

Shares of NYSE:UGI opened at $37.41 on Monday. The firm has a market capitalization of $8.03 billion, a price-to-earnings ratio of 13.81 and a beta of 1.08. The company has a debt-to-equity ratio of 1.19, a current ratio of 0.78 and a quick ratio of 0.64. The business’s 50 day simple moving average is $38.18 and its 200-day simple moving average is $35.97. UGI has a 12 month low of $29.03 and a 12 month high of $41.34.

Institutional Inflows and Outflows

Several large investors have recently modified their holdings of UGI. Captrust Financial Advisors boosted its position in shares of UGI by 11.4% in the fourth quarter. Captrust Financial Advisors now owns 3,191,444 shares of the utilities provider’s stock worth $119,456,000 after acquiring an additional 327,511 shares during the last quarter. Mitsubishi UFJ Trust & Banking Corp raised its stake in UGI by 170.3% during the second quarter. Mitsubishi UFJ Trust & Banking Corp now owns 2,470,299 shares of the utilities provider’s stock worth $89,968,000 after purchasing an additional 1,556,273 shares during the period. Goldman Sachs Group Inc. boosted its holdings in shares of UGI by 14.3% in the 1st quarter. Goldman Sachs Group Inc. now owns 930,787 shares of the utilities provider’s stock valued at $30,781,000 after purchasing an additional 116,372 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its holdings in shares of UGI by 17.2% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 785,327 shares of the utilities provider’s stock valued at $25,971,000 after purchasing an additional 115,409 shares during the last quarter. Finally, SG Americas Securities LLC grew its stake in shares of UGI by 8.9% during the 4th quarter. SG Americas Securities LLC now owns 227,467 shares of the utilities provider’s stock valued at $8,514,000 after buying an additional 18,652 shares during the period. 82.34% of the stock is currently owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In related news, insider Joseph L. Hartz sold 5,000 shares of the stock in a transaction dated Wednesday, December 17th. The stock was sold at an average price of $38.45, for a total transaction of $192,250.00. Following the transaction, the insider directly owned 33,492 shares in the company, valued at approximately $1,287,767.40. This represents a 12.99% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, CAO Jean Felix Tematio sold 12,840 shares of the firm’s stock in a transaction dated Wednesday, February 11th. The stock was sold at an average price of $38.07, for a total value of $488,818.80. Following the completion of the sale, the chief accounting officer directly owned 6,952 shares in the company, valued at approximately $264,662.64. The trade was a 64.87% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Corporate insiders own 0.57% of the company’s stock.

UGI Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, April 1st. Shareholders of record on Monday, March 16th will be issued a $0.375 dividend. The ex-dividend date is Monday, March 16th. This represents a $1.50 annualized dividend and a yield of 4.0%. UGI’s payout ratio is 55.35%.

UGI News Roundup

Here are the key news stories impacting UGI this week:

• Positive Sentiment: Customer bills are increasing next month, which should raise near‑term cash flow and revenue for UGI’s regulated gas business. UGI gas bills go up Sunday – here’s what to expect
• Neutral Sentiment: Company messaging frames the upcoming bill increases as smaller than they could have been — a mixed signal: revenue rises but regulatory moderation limits upside and reduces volatility that might have hit customers/PR. UGI bills will rise next month, but the company claims it could have been worse
• Negative Sentiment: Pennsylvania regulators have suspended and restructured UGI’s rate case, creating timing and recovery uncertainty that could delay rate relief and compress near‑term margins for the utility segment. What UGI (UGI)’s Pa. Rate Case Suspension and Restructuring Shift Means For Shareholders
• Negative Sentiment: Regulators capped the pass‑through increase UGI can collect for gas supply costs, limiting the company’s ability to fully recover higher commodity costs and potentially pressuring margins or requiring catch‑ups later. Regulators cap UGI gas supply cost increase, company says
• Negative Sentiment: Zacks Research cut Q1 and near‑term EPS estimates for UGI (multiple downward revisions to Q1, Q2 and FY forecasts). Analyst downgrades reduce near‑term earnings expectations and can weigh on the stock until guidance or results show recovery.

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.